2021
Showing 257–272 of 551 results
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Size counts – Your midsize or large organization might benefit from a CFO
Summer 2021
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 687
Abstract: A nonprofit leader might think, at times, that having a financial expert run that side of the operation could be a plus. This might be true, but hiring a CFO is a weighty decision that can have a large impact on the organization. This article examines CFO duties, considers the organization’s size, discusses candidate review and offers the alternative of outsourcing.
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A year of COVID philanthropy: What it tells us going forward
Summer 2021
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 1079
Abstract: The COVID-19 pandemic created an unprecedented need for funding — and grantmakers and donors stepped up. In 2020, corporations, foundations, public charities and high-net-worth individuals awarded more than $20 billion to address the social, health and economic effects of COVID-19 globally. That’s just one of the findings in a new report covered in this article. A sidebar spotlights the popularity of recurring giving programs during the crisis.
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Enhanced charitable deductions in 2021
Summer 2021
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 367
Abstract: Those who are charitably inclined should keep in mind that last year’s CARES Act — supplemented by the Consolidated Appropriations Act of 2021 (CAA) — enhanced several charitable tax incentives for donations made through the end of 2021. For individuals who itemize, eligible charitable donations in 2021 are deductible up to 100% of adjusted gross income, a jump from 60%. This article discusses the requirements for this deduction as well as the above-the-line deduction for non-itemizers.
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Pandemic planning – Stay on track with your college savings plans
Summer 2021
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 601
Abstract: One negative impact of the COVID-19 pandemic has been a disruption for some families in their well-laid college savings plans. This article explains why it’s wise to continue putting something away for college in a Section 529 plan, even if it’s less than before. The article also describes the different types of 529 plans and their requirements.
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Crafting a buy-sell agreement
Summer 2021
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 655
Abstract: Most companies with more than one owner should have a buy-sell agreement in place. This article outlines some of the key considerations involved in developing this legal document.
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Is your company eligible for these “small business” tax breaks?
Summer 2021
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 834
Abstract: Taxpayers who own small businesses may qualify for a variety of tax breaks that can slash their tax bills and reduce their administrative costs. And thanks to the Tax Cuts and Jobs Act, “small” is a lot bigger than it used to be. This article explains the new threshold for the small designation and describes business advantages. A sidebar covers the disqualification of tax shelters from the “small business” category.
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Remote auditing: Is it here to stay?
Summer 2021
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 430
Abstract: The COVID-19 pandemic has had an enormous impact on the way companies conduct business, and audit firms are no exception. Restrictions on the ability of auditors to physically visit business premises have, in many cases, forced them to adopt remote auditing techniques. While for years auditors have taken advantage of technology tools to perform some audit activities remotely, the pandemic has substantially increased the need to rely on these techniques. This article presents five examples of how auditing has adapted to the COVID-19 environment.
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Operating in multiple states may have state tax implications
Summer 2021
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 587
Abstract: Nothing is certain but death and taxes. While this may apply to federal taxes, state taxes are a bit more uncertain. Manufacturers and distributors operating in more than one state may be subject to taxation in multiple states. This article discusses how with proper planning, manufacturers can potentially lower their company’s state tax liability.
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Are you ready for Industry 4.0?
Summer 2021
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 626
Abstract: Industry 4.0 — sometimes referred to as the fourth industrial revolution — isn’t new. The term was first coined nearly 10 years ago. But the COVID-19 pandemic, by disrupting supply chains and normalizing remote work, seems to have accelerated the industry’s transformation. This brief introduction to the concept explains how it’s changing manufacturing.
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American Rescue Plan Act – Employee retention credit extended through 2021
Summer 2021
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 893
Abstract: The employee retention credit (ERC) keeps getting better. Established by 2020’s CARES Act, the credit is designed as an incentive for businesses to keep employees on the payroll despite the financial impact of the COVID-19 pandemic. This article reviews the credit under the CARES Act and its expansion by the Consolidated Appropriations Act in late 2020 and the American Rescue Plan Act in 2021. A short sidebar covers when businesses’ operations are “fully or partially suspended” so as to qualify for the ERC.
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Estate Planning Red Flag – Your college-aged child doesn’t have an estate plan
July / August 2021
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 324
Abstract: College-aged students typically have few assets in their names, but that doesn’t mean they should be without a basic estate plan to ensure their wishes are carried out should the unthinkable happen. This brief article covers four estate planning documents to include in a student’s estate plan.
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The split annuity: A balanced approach to retirement and estate planning
July / August 2021
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 625
Abstract: For people who are approaching retirement or have already retired, one of their biggest challenges is balancing the need to maintain their standard of living with their desire to preserve as much wealth as possible for loved ones. This balance can be difficult to achieve, especially when retirement can last decades. This article explains one strategy that can offer greater peace of mind: the split annuity.
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Avoid these 6 estate planning pitfalls
July / August 2021
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 658
Abstract: No one likes to contemplate his or her own mortality, but ignoring the need for an estate plan or procrastinating in the creation of one is asking for trouble. For those who haven’t started the process, don’t delay any longer. This article details six potential pitfalls to avoid when creating an estate plan.
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Annual exclusion gifts – A deceptively powerful estate planning strategy
July / August 2021
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 911
Abstract: In 2021, the federal lifetime gift and estate tax exemption amount is a whopping $11.7 million. So, for most people, it may seem like planning for gift and estate taxes is unnecessary. But even if a person’s net worth is only a fraction of the current exemption amount, there are good reasons to adopt strategies to reduce the size of his or her taxable estate. This article explains one such strategy: making regular annual exclusion gifts. A brief sidebar explores the benefits of further reducing one’s taxable estate by making direct tuition and medical expense payments.
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Appreciating the helpful balance of bonds
May 2021
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 276
Abstract: Stock market swings may bring both fortune and fear, so investors shouldn’t forget about the helpful balance of bonds. This brief article discusses several popular options, including U.S. government savings bonds and corporate bonds.
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The tax treatment of start-up expenses
May 2021
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 390
Abstract: With the economy expected to improve in the months or quarters ahead, many business owners and entrepreneurs may decide to launch new enterprises. This article discusses the general rules and applicable expenses related to the tax treatment of start-ups.