March / April

Showing 1–16 of 560 results

  • Stress testing – Does your portfolio pass the “what if” test?

    March / April 2021
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 397

    Abstract: To expose any potential weaknesses, investors might want to perform occasional “stress tests” on their investment portfolios. This short article lists some adverse — as well as several positive — financial scenarios that can affect portfolio performance.

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  • Repayment plans can ease the pain of student loan debt

    March / April 2021
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 502

    Abstract: These days, many student loan debtors are struggling to keep up with payments. But as this article explains, the federal government offers a variety of student loan repayment options, including graduated payment plans. There are also programs to help reduce monthly payments, such as the Revised Pay As You Earn plan.

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  • How to keep states from taxing you twice

    March / April 2021
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 668

    Abstract: Federal law doesn’t explicitly prohibit multiple states from attempting to collect tax on the same income. So people who live and work in more than one state and want to prevent double taxation may need to take action. This article explains the difference between domicile and residence and how establishing domicile in one state can minimize unnecessary taxes.

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  • To make your savings last, consider phased retirement

    March / April 2021
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 895

    Abstract: To help extend the life of their savings while easing some of the emotional strain associated with leaving the workforce, people approaching retirement age might want to consider phased retirement. This article outlines the strategy and its advantages — including deferral of RMDs and enhanced Social Security benefits. A sidebar discusses whether those aged 65 and older must enroll in Medicare.

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  • Tax Tips – Using qualified small business stock to attract investors

    March / April 2021
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 541

    Abstract: These brief tips explain how qualified small business stock can help attract investors; detail proposed IRS regs related to the $10,000 limit on itemized deductions of state and local taxes (SALT); explore how making a “net gift” may reduce gift tax; and explain why hiring your children for your business can save taxes.

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  • A second marriage requires an estate plan review

    March / April 2021
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 525

    Abstract: Many people view a second marriage as a fresh start and a new chance at happiness. However, before taking another walk down the aisle, it’s critical to take the time to review and, if necessary, revise one’s estate plan. This article provides answers to three key questions one should consider when getting remarried.

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  • Tips for avoiding IRS penalties

    March / April 2021
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 560

    Abstract: Business owners who have been affected by the COVID-19 pandemic may be concerned about the ability to pay taxes on time or to pay a delinquent tax debt. Fortunately, it may be possible to obtain relief from harsh IRS penalties and other consequences of the tax collection process, provided action is taken soon. This article offers tips on how to avoid IRS penalties.

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  • Businesses provided a lifeline – CAA enhances PPP loans and extends Employee Retention Credit

    March / April 2021
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 923

    Abstract: The Consolidated Appropriations Act provides much needed stimulus and tax relief for businesses hard hit by the COVID-19 pandemic. This article examines two of the provisions that business owners likely will be most interested in: the $284 billion in funding for forgivable loans through the Paycheck Protection Program (PPP), for both first-time and so called “second-draw” borrowers, and the extension of the Employee Retention Credit.

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  • Teach car buyers how to use tech features

    March / April 2021
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 443

    Abstract: Unfortunately, some customers drive off the dealership lot today with no idea how to use the latest technology features on their cars. This can lead to frustration and dissatisfaction among buyers and a feeling that they’ve wasted their money on features they’ll never use. This article highlights the importance of in-person tech tutorials on dealership premises.

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  • What floor-plan lenders look for in financial ratios

    March / April 2021
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 493

    Abstract: Lenders scrutinize dealerships’ finances carefully when analyzing whether to finance their inventory and how much money to provide. In particular, most floor-plan lenders are keenly interested in certain dealership financial ratios. This article spotlights several ratios that gauge a dealership’s operational health.

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  • The resurrected Paycheck Protection Program – Can you take advantage of the revised rules?

    March / April 2021
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 690

    Abstract: Businesses have until March 31, 2021, to apply for a PPP loan — or until the $284 billion in funding allocated in a new law runs out. If an auto dealership requires financial assistance in the shadow of the COVID-19 pandemic, it likely has time to apply for a loan through an approved lender, even if it didn’t receive a PPP loan in 2020. This article presents the most important things to know about the extended program, including how to determine if a business qualifies.

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  • When disaster strikes – Insurance can help cover business interruption losses

    March / April 2021
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 815

    Abstract: Property insurance typically doesn’t cover a wide range of business losses and expenses, including lost sales and employee salaries, loan payments and rent that must be paid during an extended business closure. Fortunately, a dealership can purchase business interruption insurance to cover these kinds of losses. This article explains what this insurance type generally covers — and doesn’t cover — and how to determine a dealership’s coverage amount. A sidebar reports that most COVID-19-related lawsuits filed by businesses against insurance companies so far have been dismissed.

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  • Consolidated Appropriations Act – 3 provisions for the real estate world

    March / April 2021
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 418

    Abstract: While much of the media attention focused on the relief related to COVID-19, the Consolidated Appropriations Act (CAA) includes tax-related provisions of particular interest to real estate owners and developers. This article highlights some of tax law changes to know about.

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  • Restaurant Supply, LLC v. Giardi Ltd. Partnership – Property owner not obligated to sell to highest and best bidder

    March / April 2021
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 613

    Abstract: A state court has rejected the claim that the solicitation of “highest and best” offers from potential purchasers means a seller is required to sell its property to the highest bidder. Although the ruling is binding only in that state, the court’s opinion cites rulings by courts in other states — as well as the Uniform Commercial Code (UCC) that many states have adopted — in support of its conclusion. This article reviews the case and its possible effect on other states. Restaurant Supply, LLC v. Giardi Ltd. Partnership, No. SC 20154 (Conn. Feb. 12, 2019).

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  • Implement a turnaround strategy that works

    March / April 2021
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 668

    Abstract: The COVID-19 pandemic has affected many communities across the country. Businesses that had been thriving are barely breaking even; others have been closed permanently. This can create a vicious cycle: Property owners in financial trouble because of a loss of tenants may allow buildings to fall into disrepair. This then causes remaining tenants to leave, leading to the owner losing even more money and possibly the property. This article reviews steps real estate investors can take to help stop the cycle and even turn it around.

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  • Dinner’s on me! Big changes to meal and entertainment expense deductions

    March / April 2021
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 809

    Abstract: Players in the real estate industry have long incurred meal and entertainment expenses while conducting business. But in recent years, there’s been some confusion about what’s deductible and what’s not, given that the TCJA placed some new limits on the meal and expense deduction. Now the deduction for qualifying meals has temporarily increased to 100%, and some IRS guidance has provided more clarity on the TCJA’s limits. This article reviews the changes. A short sidebar covers some entertainment expenses that are deductible.

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