2019
Showing 1–16 of 598 results
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Pump the brakes before donating that vehicle to charity
December 2019
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 235
Abstract: Many people might consider donating their car to charity at year end to start the new year in a fresh ride and get a tax deduction. This brief article urges caution and explains why this strategy doesn’t always work out as intended.
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5 last-minute tax moves for your business
December 2019
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 395
Abstract: The days of the calendar year are vanishing quickly, but there still may be some last-minute strategies that business owners can use to lower their 2019 tax bills. This article lists five to consider, including postponing invoices and qualifying for the pass-through deduction.
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Year-end tax and financial to-do list for individuals
December 2019
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 487
Abstract: With the dawn of 2020 on the near horizon, savvy taxpayers need to check off a few boxes to help ensure a more optimal situation heading toward filing season in the spring. This article provides a handy list of tax and financial to-dos to address before 2019 ends.
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Asset protection is just as important as tax planning
December 2019
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 550
Abstract: Many financially savvy individuals are already thinking about filing their tax returns next year. But they shouldn’t overlook another critical and equally important aspect of financial planning: asset protection. This article discusses some fundamental strategies to consider. A sidebar discusses asset ownership structure.
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News for Nonprofits
Year End 2019
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 433
Abstract: This issue’s “News for Nonprofits” spotlights uneven distribution of nonprofits in the nation, a study examining women donors, disaster-related giving trends, and a charitable deduction drop.
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Returnships might fill your talent gap
Year End 2019
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 558
Abstract: In today’s tight job market, employers must innovate when it comes to filling their positions. Returnship programs can provide welcome and valuable relief for nonprofits facing hiring challenges. This article explains how returnships work, and the benefits and risks they offer.
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Gifts to donor-advised funds continue to bloom – Fully understand these popular gifts before acceptance
Year End 2019
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 741
Abstract: DAFs are flourishing, at a rate not observed before by fund followers. A recent report notes that, for the eighth consecutive year, there was growth in all key metrics: the number of individual donor-advised funds, total grant dollars from them, total contributions to them and total charitable assets in them. This article explains these funds and their sponsoring organizations, gauging the role of sponsors, and how to attract this type of gift.
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Program service or supporting activity? Get your expense allocation right
Year End 2019
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 820
Abstract: The push for more transparency from nonprofits has placed a greater emphasis on how an organization’s expenses break down — in other words, how it uses its resources. In 2016, the FASB released a new rule that reflects this priority. While the rule has been in effect for almost two years, some nonprofits still struggle with properly allocating their costs. This article explains the FASB’s requirements and common reporting problems such as the mishandling of joint costs and overallocating to the management and funds category. Permissible allocation methods also are discussed. A sidebar highlights the FASB’s definitions of program services and supporting activities.
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COMPLIANCE ALERT
Year End 2019
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 203
Abstract: This feature lists a few key year-end tax reporting deadlines for December and January.
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Should your 401(k) vest now or later?
Year End 2019
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 451
Abstract: Survey data from the Plan Sponsor Council of America (PSCA) indicates that roughly 40% of 401(k) plan sponsors provide immediate vesting on their matching contributions. In theory, employers that offer immediate vesting on matching 401(k) contributions might have a leg up on other companies when recruiting workers in a tight labor market. This article discusses why immediate vesting is an important aspect of your recruiting strategy.
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Plan advisor fiduciary category status: It’s more than numbers
Year End 2019
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 653
Abstract: Like so many other facets of retirement plan management, the role of plan advisors who help you with plan investments is governed by ERISA. And it may seem that many plan sponsors speak in ERISA code sections. For plan sponsors, the question is: Do you need a 3(38) fiduciary, or is a 3(21)ii fiduciary more fitting? This article reviews the duties of each and why a plan sponsor may choose one or the other.
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How plan eligibility can help achieve recruitment goals
Year End 2019
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 587
Abstract: In a tight labor market, employees may feel more confident about finding another job if they’re unhappy with the one they have. For plan sponsors, 401(k) plan participation eligibility requirements take on greater significance in this market. In general, employers can require a new hire to wait a year before being eligible to participate in a qualified retirement plan, in addition to requiring that the employee be 21 years old. This article discusses the pros and cons of giving new employees the opportunity to enroll in the plan immediately.
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RMDs and “lost” participants – Steps to comply with your fiduciary duty
Year End 2019
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 920
Abstract: Losing contact with former participants who have vested benefits remaining in your plan can be problematic for both the former participants and the plan sponsor. The issue becomes more urgent when it’s time for them to begin receiving their required minimum distributions (RMDs) the year after they hit 70½. This article takes a look at why it’s a problem and what plan sponsors can do about it.
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The best-laid plans – Helping borrowers prepare for the worst-case scenario
Year End 2019
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 446
Abstract: When the owner of a small business dies or becomes disabled, the business’s lending institution may decide to foreclose, which may be the most appropriate choice — especially if the owner was the only employee. But for a small business with more than one employee, there may be other options. This article lists some questions that can help a borrower prepare for this eventuality and ensure the best outcome for both the business and the lender.
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Can the cash conversion cycle help determine liquidity?
Year End 2019
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 609
Abstract: A key factor when assessing whether a borrower will be able to make timely repayments of a loan is liquidity. There are several metrics lenders can use in this analysis, including the current or quick ratio. But this article focuses on the cash conversion cycle (CCC) metric. Using several hypothetical examples, it defines the CCC and explains how it works. The article points out that the CCC, as well as other liquidity metrics, can help lenders stay up to speed on ways to assess the risks — and rewards — their borrowers present.
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Put benchmarking in your borrowers’ toolbox
Year End 2019
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 638
Abstract: Benchmarking is a powerful analytical tool that compares a company’s performance with industry norms and best practices. By advocating for regular benchmarking studies, lenders can help borrowers gain a competitive advantage and remedy shortcomings. This article offers some hypothetical examples to illustrate how benchmarking can be useful to business owners and notes the importance of seeking data sorted by industry, size and geographic location, if possible.