February / March

Showing 417–432 of 454 results

  • Don’t underestimate the power of giving

    February / March 2009
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 964

    Abstract: Starting in 2009, the annual gift tax exclusion has been increased to $13,000 per recipient to keep pace with inflation. In light of this increase, now’s a good time to review your gifting strategies. This article explains how a well-designed gifting program can help you slash your potential tax bill, even while the estate and gift tax rules remain in limbo.

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  • Practical Perspectives: Key financial issue for you and your family – Soon-to-be retirees still see wisdom in 529 plan

    February / March 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 613

    Abstract: In this issue’s “Practical Perspectives,” we meet Frank and Alice, a married couple who are a year or two away from retirement. One of the many goals they’d like to accomplish during their golden years is helping to fund their grandchild’s college education. In the last year or two, they’d read a couple of articles about 529 plans but weren’t sure whether these arrangements were still worthwhile. So they visited their financial advisor to discuss the matter.

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  • Give away your company (to save estate taxes)

    February / March 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 601

    Abstract: Many business owners count their companies among their most valuable assets. From this perspective, it might seem unfathomable to consider giving away business interests. But, to reduce the estate tax cost at death and enhance the business succession plan, business owners may want to do just that. This article explains why.

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  • Moneylines: News Briefs for Businesses and Individuals

    February / March 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 422

    Abstract: This section offers four news briefs about: 1) the Emergency Economic Stabilization Act of 2008 (EESA), 2) the Social Security Administration’s new online calculator, 3) results of a recent survey indicating that executives expect a lengthy siege for obtaining easier financing and achieving strategic success, and 4) a recent report indicating that gas prices are affecting many workers’ daily commutes.

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  • What now? – Assessing your personal finances in good times or bad

    February / March 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 747

    Abstract: In economic times like these, many people reach a point where they’re so overwhelmed by all the uncertainty surrounding their finances that they ask, “What now?” Well, perhaps the worst thing to do is to start panicking and the best is to start planning. And even when times are better, reviewing one’s personal finances to make the most of any resurgence is a wise move. This article suggests some key areas to look at.

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  • You don’t need credit if you have the cash – The fundamentals of cash flow management

    February / March 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 959

    Abstract: Tight credit has left many businesses scrambling for ways to finance their operations in recent months. Perhaps the simplest solution to this problem is one that often gets lost in the shuffle: cash. If a company’s cash flow is strong, its need for financing may be much less, or at least less pressing. This article reviews some fundamental ways to keep those dollars flowing.

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  • 2009 vs. 2008 retirement plan limits

    February / March 2009
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 100

    Abstract: This brief chart outlines numerous 2009 retirement plan limit increases that all employers and plan sponsors should be aware of.

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  • Be prepared for QDROs

    February / March 2009
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 629

    Abstract: Qualified domestic relations orders (QDROs) require plan sponsors to distribute a participant’s money in a qualified retirement plan to “alternate payees.” Today, the combined assets in a couple’s retirement account typically make up one of their largest assets next to the family home. This article discusses QDROs so that you understand how they work.

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  • SAS 70 audit reports – How to find out more about your service providers

    February / March 2009
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 598

    Abstract: The American Institute of Certified Public Accountants’ Statement of Auditing Standards (SAS) No. 70 is an internationally recognized auditing standard for service providers, including employee benefits service providers. It demonstrates that a service provider has been through an audit of its internal control procedures, including controls over information technology and related processes. This article takes a closer look at why employers and plan sponsors should know about these audit reports.

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  • U.S. Supreme Court permits participants to sue for 401(k) losses

    February / March 2009
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 627

    Abstract: Last year, the U.S. Supreme Court issued a decision, LaRue v. DeWolff, Boberg & Associates, Inc., allowing individual participants in retirement plans and 401(k) plans to sue plan fiduciaries for investment losses. Before LaRue, plan participants could bring actions only on behalf of a plan. This article reviews the case and explains why protecting yourself and your plan from a participant lawsuit should be at the top of your to-do list.

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  • Costs vs. rewards in Roth 401(k)s

    February / March 2009
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 789

    Abstract: The Roth 401(k) is an employer-sponsored retirement account that employees fund with after-tax dollars. Because the contributions have already been taxed, participants receive the money tax free at distribution. And the earnings are tax free if they’re part of a qualified distribution. While your employees may like the sound of this, this article discusses what you need to know to determine whether a Roth 401(k) makes sense for your company.

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  • NEWS FOR NONPROFITS – EMPLOYEE GADGETS AS FRINGE BENEFITS

    February / March 2008
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 576

    Abstract: Four topics are briefly covered in this issue’s “News for Nonprofits”: how nonprofits can use employee gadgets — newer technologies like personal digital assistants (PDAs) and laptop computers — to provide employees tax-free benefits; the IRS distinction between employees and independent contractors; protecting your Web site domain name; and the new effective date of Financial Accounting Standards Board (FASB) Interpretation No. 48, Accounting for Uncertainty in Income Taxes (FIN 48).

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  • Small organizations – Implementing internal controls is as easy as 1, 2, 3

    February / March 2008
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 319

    Abstract: Does your organization have only a few employees? In such a small world, you may think it’s impossible to put an adequate system of checks and balances in place. But think again. While small nonprofits live in a world where everyone often does everything, your organization can set up some internal controls, quickly and easily.

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  • Is it sponsorship or advertising? Know the difference between tax-free and taxable income

    February / March 2008
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 761

    Abstract: As a nonprofit you’re generally not taxed on your income, unless that money comes from a trade or business unrelated to your exempt purpose. An important exception to the unrelated business income tax (UBIT) rule is sponsorship income. If income is derived from a qualified sponsorship, it’s tax-exempt. However, if the income comes from advertising, it’s taxable. Thus, knowing the difference between sponsorship and advertising is crucial.

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  • Your new financial audit – Hoist your sails and get ready to navigate unfamiliar waters

    February / March 2008
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1533

    Abstract: A new wave of auditing standards from the American Institute of Certified Public Accountants (AICPA) is likely to affect your financial statement audit for fiscal year 2007 and beyond. To ensure smooth sailing through your next audit, this article will familiarize yourself with the changes you’ll encounter. It includes a sidebar on how to prepare for your first audit under the new rules.

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  • Ask the Advisor – Q: Can a shareholder agreement prevent conflict among business owners?

    February / March 2008
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 506

    Abstract: As this column explains, shareholder agreements enable owners to plan their company’s future — whatever unexpected events might befall it. These agreements assign ownership, set a value for company shares, dictate buyout terms and outline how the company is to be managed. This detailed plan helps to eliminate surprises and minimize disagreements down the line. (Updated 9/27/12)

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