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Showing all 15 results
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3 financial lessons of the pandemic
February 2022
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 478
Abstract: COVID-19’s rapid spread and the economic havoc that followed are vivid reminders of how unpredictable and volatile the broad economy — and each family’s personal finances — can be. This article discusses three financial lessons that may be learned from the pandemic.
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Proposed regs clarify rehabilitation credit
January / February 2021
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 478
Abstract: The IRS has released proposed regulations regarding changes made to the Internal Revenue Code’s Section 47 rehabilitation tax credit under the Tax Cuts and Jobs Act (TCJA). The regulations address several taxpayer concerns that have arisen in the wake of the law’s passage, including how the credit should be allocated. This article reviews the regulations.
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You’ve got time: Small businesses can still set up a 2018 SEP plan
February 2019
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 478
Abstract: Simplified Employee Pension (SEP) plans can be flexible and, well, simple vehicles that small businesses can use to offer retirement benefits to employees. This article explains how they work and reminds readers that there’s still time to set one up to benefit on a 2018 income tax return.
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Breathe new life into a trust by “decanting” it
March / April 2018
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 478
Abstract: The term “decanting” typically is associated with wine. But, in regard to an irrevocable trust, decanting allows a trustee to use his or her distribution powers to “pour” funds from one trust into another with different terms. Doing so provides the trustee with additional flexibility in light of changing tax laws or family circumstances. This article answers several frequently asked questions regarding decanting a trust.
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5 things to know about substantiating donations
March 2016
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 478
Abstract: There are virtually countless charitable organizations to which one might donate. But, no matter the donation, the individual making the contribution will need documentation. This article provides five important points about substantiating donations.
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Reacquainting yourself with the Roth IRA
February 2016
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 478
Abstract: When looking into retirement planning, many people read about Roth IRAs. But the timing isn’t always right to take on one of these arrangements. This article recommends getting reacquainted with the Roth IRA — including its concept, contribution limits and conversion rules.
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Summer time is a good time to start planning and organizing your taxes
July 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 478
Abstract: Starting tax planning in the summer is a good way to avoid a tax surprise when filing next year. Also, it’s a good time to set up a system to keep tax records safe and easy to find. This article provides some tips to help get a leg up on next year’s taxes.
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Teach your children well – A financial education is critical to their success
Spring 2015
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 478
Abstract: This article provides tips on raising financially savvy children, including the advantages of saving money and avoiding debt. It also suggests teaching children basic investing concepts by helping them create an imaginary or real investment portfolio of stocks, bonds and mutual funds.
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Don’t overlook third-party risks
August / September 2014
Newsletter: Public Company Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 478
Abstract: Identifying and addressing risk is a critical function in public companies today. But while most businesses devote significant resources to risk management, third-party risk doesn’t always get the attention it deserves. This article discusses the importance of conducting thorough due diligence and continued monitoring on vendors, agents and other business partners, noting three principles as they relate to third-party due diligence and payments.
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Business on the go: Mobile payments offer advantages
February / March 2013
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 478
Abstract: Lots of businesses shy away from accepting credit card payments, often because the fees are outside of their budgets or it just isn’t practical. But the current growth in technology solutions that allow mobile devices to accept credit card payments may prompt them to reconsider. This article discusses the technologies available and the benefits they offer.
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Tax Tips
July / August 2012
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 478
Abstract: This set of news briefs looks at tax traps that can quickly wipe out the potential benefits of an alternative-asset IRA; the often-overlooked manufacturers’ deduction; and whether frequent flyer miles are taxable. Citation: Taproot Administrative Services, Inc. v. Commissioner, No. 10-70892 (9th Cir. 3/21/2012).
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5 ways to boost your business development skills
March / April 2012
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 478
Abstract: To maintain a healthy backlog of projects and stay afloat financially, it’s important to focus on bringing in new customers and projects. This article offers five ways to boost business development skills, including crunching the numbers and maximizing marketing efforts.
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Fill in the blank: The dangers of preprinted legal docs
July / August 2009
Newsletter: Construction Law Briefing
Price: $225.00, Subscriber Price: $157.50
Word count: 478
Abstract: Reliance on preprinted legal forms without consulting a knowledgeable construction lawyer can prove costly, as illustrated by the recent Kansas case Buchanan v. Overley.
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Ask the Advisor – Can social networking help me, as a real estate professional?
January / February 2009
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 478
Abstract: One of the hottest online trends in real estate today involves social networking. Real estate deals are really about connections — and, increasingly, those connections are being made online. Several social networking Internet sites have sprung up where real estate professionals can blog, interact, gain valuable knowledge and forge relationships that may later translate into deals. This article sheds some light on the new trend.
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Contractors may face new public safety liability
January / February 2008
Newsletter: Construction Law Briefing
Price: $225.00, Subscriber Price: $157.50
Word count: 478
Abstract: It’s fairly safe to say that most general contractors know that they must secure their job sites to protect not only those who work there, but also the general public. Yet a recent lawsuit against the Washington, D.C., public transit authority could signal the development of a new kind of legal liability related to public safety. This article explains the details.