July

Showing 33–48 of 59 results

  • Which type of mortgage loan meets your needs?

    July 2017
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 461

    Abstract: Few purchases during one’s lifetime will be as expensive as buying a home. That’s why, when considering a mortgage, it’s important to know what specific type of loan is the best choice. This article looks at the two major choices: fixed-rate and adjustable-rate.

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  • Leasing property to your business might trigger undesirable tax consequences

    July 2017
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 541

    Abstract: A business owner who also owns real estate may be tempted to lease that property to the company. Unfortunately, for owners of pass-through entities, doing so may trigger the “self-rental rule” and might lead to negative tax consequences. This article explains the details of the self-rental rule plus a way to avoid triggering it.

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  • Why you should (or shouldn’t) pursue an acquisition

    July 2017
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 637

    Abstract: M&A activity tends to wax and wane. Nonetheless, billions of dollars continue to change hands annually, and an acquisition can be a great way to grow a business. So owners should be prepared if one of these deals comes their way. This article explores some pros and cons to consider.

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  • Tax calendar

    July 2016
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 209

    Abstract: This article notes several important tax deadlines for the third quarter of 2016.

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  • Getting comfortable with the home office deduction

    July 2016
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 295

    Abstract: For those who have a home office, it’s a good idea to get comfortable with the home office tax deduction. This brief article describes two common methods for calculating this tax break and how to qualify in the first place.

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  • Marriage penalty leaves many (but not all) newlyweds singing a sad tune

    July 2016
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 467

    Abstract: Matrimony can create a variety of unexpected tax challenges for couples. And it all begins with the ominously named “marriage penalty.” This article examines this penalty as well as some tax-saving opportunities for married couples.

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  • Know your customers before you extend credit

    July 2016
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 536

    Abstract: Many companies risk danger in overly relying on a few customers that might abuse their credit to the point where the company’s cash flow is dramatically impacted. To guard against this, every business should assess customers’ creditworthiness before getting too deeply involved. This article offers several ways to do so.

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  • Have a household employee? Be sure to follow the tax rules

    July 2016
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 628

    Abstract: Many families hire people to work in their homes, such as nannies, housekeepers, cooks, gardeners and health care workers. Those who employ a domestic worker must follow the tax rules. This article looks at applicable taxes, such as Social Security, Medicare, unemployment and federal income.

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  • Tax calendar

    July 2015
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 209

    Abstract: This article notes some important tax deadlines for July through September.

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  • Summer time is a good time to start planning and organizing your taxes

    July 2015
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 478

    Abstract: Starting tax planning in the summer is a good way to avoid a tax surprise when filing next year. Also, it’s a good time to set up a system to keep tax records safe and easy to find. This article provides some tips to help get a leg up on next year’s taxes.

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  • Rollovers from qualified plans to IRAs

    July 2015
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 303

    Abstract: Employees who quit or retire will often have to decide whether to leave their qualified retirement plan account (e.g., 401(k) account) alone or to roll it over to an IRA. The answer, of course, depends on the individual’s specific circumstances. This article looks at some general pros and cons to consider, involving such issues as investment choices and creditor protection.

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  • Combined business and vacation travel

    July 2015
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 371

    Abstract: If a business trip within the U.S. includes some vacation days, some of the expenses can be deducted. The question is how much. This article explains how to allocate business vs. personal expenses.

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  • Avoiding an inadvertent termination of S corporation status

    July 2015
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 613

    Abstract: An inadvertent termination of a company’s S corporation status can mess up even the best tax planning intentions. This article offers some important considerations and suggestions to help avoid an inadvertent loss of the company’s qualification to be treated as an S corporation. It discusses the 100-shareholder limitation and excessive passive investment income, among other considerations.

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  • IRS phone scam warning

    July 2014
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 320

    Abstract: The IRS has issued a warning about a pervasive phone scam. The Treasury Inspector General for Tax Administration (TIGTA) called it the largest scam of its kind. In it, the thief poses as an IRS agent and makes an unsolicited call to the target, telling the victim that he or she owes taxes to the IRS. The caller demands that the victim pay the money immediately with a preloaded debit card or wire transfer, and often threatens the victim with arrest, deportation, or suspension of a business or driver’s license. This article explains tactics that these scammers use and tactics the IRS does not use, and explains what to do in response to such a call.

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  • Getting around the $25 deduction limit for business gifts

    July 2014
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 610

    Abstract: Sometimes doing business entails making gifts to customers, clients, employees, and other business entities and associates. For numerous reasons, such gifts often make perfect business sense. Unfortunately, the tax rules limit the deduction for business gifts to a less-than-generous $25 per person per year — a limitation that hasn’t been raised in decades. But this article offers a quick rundown of some major exceptions to the $25 limit.

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  • Tax calendar

    July 2014
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 209

    Abstract: This article lists a number of key tax reporting deadlines through September.

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