August / September

Showing 353–368 of 417 results

  • 4 steps to fight back against identity theft

    August / September 2010
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 527

    Abstract: There’s no way to completely eliminate the risk of identity theft. And as people increasingly use the Internet to pay bills, trade stocks and access their bank accounts, the risk rises exponentially. This article summarizes the Federal Trade Commission’s four-step action plan that a person should implement as soon as he or she learns of fraudulent activity.

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  • HIRE Act incentives require action by year end

    August / September 2010
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 847

    Abstract: In March, two provisions of the Hiring Incentives to Restore Employment (HIRE) Act became law, providing incentives for hiring and retaining workers: 1) payroll tax forgiveness, which essentially exempts qualified employers from having to pay the 6.2% Social Security portion of Federal Insurance Contributions Act (FICA) taxes on certain new hires, and 2) a retained worker tax credit. But hires must be made by year end — and the sooner this is done, the more tax savings will result. This article explains how these two breaks work and offers some tips on deciding whether to bring on new employees. A sidebar discusses the act’s extension of 2009’s higher Section 179 expensing limits.

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  • Practical Perspectives: Key financial issues for you and your family – Homeowners go (and save) green with energy-related upgrades

    August / September 2010
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 512

    Abstract: Pedro and Angelina had owned their home for several years and wished to make some environmentally friendly upgrades. But they also wanted to reap any available tax benefits, so they visited their tax advisor. She explained that, yes, there were a number of ways that Pedro and Angelina could make improvements that would do less damage to the environment, lower their energy bills and save them some tax dollars.

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  • Moneylines: News Briefs for Businesses

    August / September 2010
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 339

    Abstract: This issue’s “Moneylines” takes a look at increased IRS scrutiny of small businesses and individuals who misclassify employees as independent contractors. It discusses who has been lending to small businesses since passage of the Troubled Asset Relief Program (TARP), and who hasn’t. And it mentions a survey that shows increasing optimism among small-business executives.

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  • Are you in a giving mood? – Making lifetime gifts still an effective estate planning strategy

    August / September 2010
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 757

    Abstract: It’s an odd year for estate planning, with estate tax legislation up in the air as of midyear. Although this has given rise to much estate planning uncertainty, making lifetime gifts is still an effective strategy. Lower asset values can make this a good time to transfer assets and remove future appreciation from one’s taxable estate. It’s also important to consider income taxes, as well as gift and estate taxes, and to ask whether gifting through a grantor retained annuity trust (GRAT) or charitable lead annuity trust (CLAT) might be beneficial.

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  • A heads-up on health care reform – How it could affect your business

    August / September 2010
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1112

    Abstract: The recently enacted Patient Protection and Affordable Care Act (PPACA) is a massive law with many provisions — and a large portion of those provisions don’t take effect until future years. This article offers a heads-up on a few of the act’s highlights that could change how businesses approach health care benefits for their employees. Depending on the size of the business, incentives or penalties may apply in order to induce employers to provide benefits. A sidebar discusses new IRS reporting requirements under the act.

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  • COMPLIANCE ALERT – Upcoming compliance deadlines:

    August / September 2010
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 32

    Abstract: A brief list of key tax reporting deadlines for September.

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  • 2009 Form 5500 filing requirements for one-participant plans

    August / September 2010
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 346

    Abstract: Electronic filing of the Form 5500 became mandatory for most plan types in 2009. But even this rule has an exception. One-participant plans were still required to file their Form 5500-EZs with the IRS on paper by July 31. If the plan requested an extension, the paper Form 5500-EZ will be due on Oct. 15. (Please note that these deadlines are for calendar year plans.)

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  • Extended deadline for employer contributions is near

    August / September 2010
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 419

    Abstract: To encourage employees to participate in their 401(k) plans, employers will often make contributions into the trust for plan participants. For example, employers will make matching contributions for eligible participants based on a participant’s elective deferral contribution into the plan. The employer can then deduct these contributions on its tax return — but only if the contributions were made by the IRS deadline.

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  • Time flies when you have a 401(k) plan – What you need to do now to prepare for year end

    August / September 2010
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 859

    Abstract: The end of the calendar year is approaching and, with it, a host of employee benefit plan tasks. While it may seem months away, it’s never too early for employers to review what needs to be done between now and the end of the year. This article offers some questions employers should be asking.

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  • How will health care reform affect your plan?

    August / September 2010
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 894

    Abstract: Health care reform has been big news this year. The Patient Protection and Affordable Care Act (PPACA) and Health Care and Education Reconciliation Act (Reconciliation Act) provided significant changes to health care in the United States. But how will it affect businesses? This article discusses several of the immediate effects.

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  • Market Niche Insider – Lend a helping hand – How to gauge a not-for-profit’s creditworthiness

    August / September 2010
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 427

    Abstract: Not-for-profits (NFPs) are among those hardest hit by the recent recession. They’re collecting less cash from government funding and private donations. At the same time, more individuals are turning to charities for help with basic needs. In supporting their local communities, lenders often donate time to NFPs or add these entities to their loan portfolios. This article offers some helpful tips to follow when lending to a charity.

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  • S corporation essentials – What should you know about this business structure?

    August / September 2010
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 638

    Abstract: The fear of double taxation has caused many U.S. businesses to turn to a corporate structure that can best protect their profits: a Subchapter S corporation. Because the rules for S corporations are often in flux, lenders need to keep on top of how they work and what the restrictions are. And business owners — and their lenders — need to be aware of certain hazards inherent in this corporate arrangement. This article explores the ins and outs — and pros and cons — of S corporations.

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  • Changing of the guard

    August / September 2010
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 850

    Abstract: When a borrower hands over the reins of a family business to another owner, it’s important to judge whether that change will be good or bad for loan repayment. Plus, lenders who stay atop ownership changes may be rewarded with new lending opportunities. This article discusses how to assess the company’s management strength, and the importance of looking at a sale’s structure and funding, including the possible use of ESOPs. A sidebar addresses formal contingency plans in the event of a sudden business disruption.

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  • Site visits yield surprises

    August / September 2010
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 666

    Abstract: Site visits give lenders something financial statements don’t — a hands-on understanding of their borrowers’ operations and a way to foster long-term lending relationships. An inside view can be an eye-opener when it comes to prospective and existing customers alike. This article discusses what to look for in a site visit, and possible frauds that may be lurking.

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  • News For Nonprofits – Excise tax to follow madoff ponzi scheme?

    August / September 2009
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 433

    Abstract: This issue’s items: whether excise taxes will apply to private foundations and their board members who placed up to 100% of their portfolio assets with Bernard Madoff; when a charity’s products for sale may or may not be subject to unrelated business income tax (UBIT); and why nonprofits should think twice about trying to save money by treating people as independent contractors rather than as employees.

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