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Vacation homes: Do you understand the tax nuances?
June 2019
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 393
Abstract: A vacation home can provide a welcome retreat from the hustle and bustle of everyday life. But that’s not all: It can also offer valuable tax benefits. This article sorts out the rules for claiming a tax break.
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Under stress – How to stress test a borrower’s financials
April / May 2019
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 393
Abstract: Conducting a so-called “stress test” of a prospective borrower’s financial position and its ability to withstand a crisis can provide a window into its inner workings and leadership. This article suggests three steps for stress testing a borrower’s financial health. The article points out that stress tests can help a lender assess a potential borrower’s level of preparedness. Stress testing also can help the borrower identify and reinforce any vulnerable areas.
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GAO report: Some plan designs may reduce retirement savings
October / November 2017
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 393
Abstract: Retirement plan sponsors have ways to limit their outlays for very young employees, and those that move to other employers soon after coming on board. The Government Accountability Office (GAO) recently analyzed those plan design opportunities, and is sounding alarm bells. This short article highlights the GAO’s concerns that these options can reduce employees’ ultimate retirement savings potential.
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Estate Planning Pitfall — Transferring home ownership to your children
February / March 2013
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 393
Abstract: Many people mistakenly believe they can transfer their home to their children while retaining the right to continue living in it for the rest of their life, and remove a substantial portion of the home’s value from their taxable estate. It’s a simple, inexpensive way — they reason — to avoid probate and reduce estate taxes. But, on the contrary, retaining such a “life estate” guarantees that the home’s value will be included in one’s taxable estate after death. Yet, as this article explains, that’s not necessarily a bad thing.
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Tax rules for gamblers
February 2013
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 393
Abstract: Whether the economy is expanding or contracting, gambling remains a popular pastime. For casual gamblers, winnings are fully taxable and must be reported on one’s tax return. It’s also possible to deduct gambling losses, but only up to the extent of winnings. But the rules for professional gamblers are more complex, as this article explains.
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Dealer Digest – Could your streetlights save you ’10 tax dollars?
January / February 2011
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 393
Abstract: This issue’s “Dealer Digest” looks at consumer buying trends, 2010 and 2011 tax breaks, and how dealers with a large number of streetlights may enjoy tax savings.
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Managing the risks of green building
Summer 2010
Newsletter: On-Site
Price: $225.00, Subscriber Price: $157.50
Word count: 393
Abstract: What exactly are the risks of green building? There are uncertainties about costs; confusion when sustainable building elements are added to a project during construction; and the time and expense of obtaining Leadership in Energy and Environmental Design (LEED) certification and putting LEED principles into practice. But sustainable building is one approach to construction that’s probably not going away; and, as its popularity increases, the first cost of a sustainable building is often the same as or lower than that of a traditional structure.