January / February
Showing 33–48 of 623 results
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Tax Tips – Watch out for tax scams
January / February 2022
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 436
Abstract: These brief tips detail specific tax scams to be on the lookout for; explain the benefits of an ABLE account; and discuss recent Multistate Tax Commission guidance on the Interstate Income Act.
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Employer-provided child care credit helps businesses help their workers
January / February 2022
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 536
Abstract: The COVID-19 pandemic has led to a significant increase in the number of employees working from home. Given the convenience of remote work, especially for parents of young children, employers of in-person workers are under increasing pressure to provide child care. Fortunately, the tax code provides an incentive, in the form of the Section 45F employer-provided child care credit. This article details the qualification for the Sec. 45F credit.
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Wealth protection – How to shield assets from creditors’ claims
January / February 2022
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 632
Abstract: Generally, most people concentrate their asset-protection efforts on insulating their personal wealth from frivolous lawsuits or other claims. But if a significant portion of a person’s wealth is invested in a business, it’s equally important to protect its assets from unreasonable or excessive creditor claims. This article examines several asset-protection strategies available for a wide range of assets.
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Got crypto? Beware of tax surprises when dealing with cryptocurrencies
January / February 2022
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 987
Abstract: In recent years, interest in cryptocurrencies, such as Bitcoin and Ethereum, has exploded. Once viewed as a novelty, these currencies are increasingly entering the mainstream as an investment or an alternative currency. For those who’ve jumped on the cryptocurrency bandwagon, it’s important to understand the tax implications. This article explains potential tax liabilities when using cryptocurrency. A brief sidebar details the tax reporting requirements.
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Survey says: It’s time for a digital transformation strategy
January / February 2022
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 433
Abstract: A recent industry report found that 96% of contractors across the globe have a digital transformation strategy in place. Essentially, this means they’re transforming their businesses into “digital enterprises.” This article examines some key results from the report and discusses the importance of wise investment in integrated digital tools.
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9 common insurance policies for contractors
January / February 2022
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 531
Abstract: Construction companies need insurance, but what kind? The answer depends on many factors, including the size and structure of the business and industry-specific hazards. To help contractors assess what they have and what they might need, this article reviews nine common insurance policies for construction businesses.
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Look into licensing before bidding out of state
January / February 2022
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 661
Abstract: Construction companies that work near one or more state borders may eventually want or need to bid on out-of-state projects. Before they start figuring out how to get workers, equipment and supplies to the jobsite, contractors need to look into licensing. This article explores the requirements, process and paperwork involved.
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Construction accounting – The finer points of a classified balance sheet
January / February 2022
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 951
Abstract: Clear, accurate and properly created financial statements are critical for construction companies. Contractors can help themselves and their financial-statement users by creating a classified balance sheet. This article explores important accounting concepts related to classified balance sheets. A sidebar points out what sureties look for in a contractor’s financial statements.
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In re Kinser Group LLC – Incorrect assumptions undermine hotel appraisal
January / February 2022
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 439
Abstract: In this federal bankruptcy case, the court found two hotel appraisals to be fundamentally flawed. This article summarizes the reasons, including the appraiser’s failure to review the reorganization plan and his incorrect assumption that the hotels would be sold rather than retained and operated. In re Kinser Group LLC, No. 2:20-bk-09355-DPC (Bankr. Ct. Ariz. Dec. 18, 2020).
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How valuation experts adjust their analyses for fraud
January / February 2022
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 625
Abstract: Forensic accounting investigations aren’t within the typical scope of a business valuation. But fraud can drain a company of assets and adversely impact its value. This article explains how business valuation experts factor fraud risks into their analyses.
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To discount or not to discount? Court rules no DLOM for 100% interest in dental practice
January / February 2022
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 852
Abstract: The application of valuation discounts can be a major source of contention in a legal action. This article summarizes a recent ruling by the Indiana Court of Appeals that upheld a lower court’s rejection of a discount for lack of marketability on a controlling interest in a divorce action. Conversely, a sidebar highlights a shareholder buyout case in which the Missouri Supreme Court allowed discounts for lack of marketability and control based on the unique facts of the case. Kakollu v. Vadlamudi, No. 21A-DC-96 (Ind. App. July 26, 2021). Robinson v. Langenbach, No. SC97940 (Mo. May 12, 2020).
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3 fraud prevention tips for small businesses
January / February 2022
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 576
Abstract: Fraud prevention efforts reduce opportunities for employees to steal assets from their employers and for managers to intentionally misstate their companies’ financial results. Preventive measures don’t necessarily need to be expensive to be effective. This article explains three cost-effective ways small business owners can help reduce their fraud risks.
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Minimizing taxes on employer stock in your 401(k) plan
January / February 2022
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 426
Abstract: People who are approaching retirement and have a 401(k) plan that contains significant holdings in appreciated employer stock may be able to minimize taxes on that stock. The strategy takes advantage of the net unrealized appreciation rules. This short article explains how it works.
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What investors need to know about stock splits
January / February 2022
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 619
Abstract: From time to time, public companies announce stock splits or reverse stock splits. This article explains what this means — and what it doesn’t. For example, when a company announces a stock split, it’s usually because management believes the stock price has gotten too high relative to its peers and that a lower price will boost liquidity. But contrary to what some investors may believe, stock splits don’t increase the value of stock holdings.
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Prepare for scrutiny – IRS audits may soon become more common
January / February 2022
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 634
Abstract: In recent years, the IRS has audited only about 0.5% of individual tax returns. But the Biden administration is pushing for the IRS to help close the tax gap. Although it’s still not clear which groups may see increased audits, the IRS has historically targeted higher-income individuals. This article walks taxpayers through the audit process.
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Approaching 65? Get up to speed on Medicare
January / February 2022
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 844
Abstract: Medicare is complex and navigating the many options can be challenging. To help with retirement planning, this article answers several questions about the timing and scope of coverage. It also explains when it’s possible to delay Medicare enrollment without penalty. A sidebar discusses the cost of Medicare Part A, explaining that it largely depends on how long individuals have paid Medicare taxes out of their paychecks or through self-employment taxes.