March / April

Showing 1–16 of 616 results

  • Tracking subscriptions can slash household expenses

    March / April 2023
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 322

    Abstract: This short article provides tips for those who have trouble keeping track of video streaming, news, magazine, retail and other subscriptions. Recurring costs quickly add up and eat into household budgets. Subscribers are encouraged to review bank statements, identify recurring costs and cancel any they don’t regularly use.

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  • Is a mortgage a retirement liability?

    March / April 2023
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 566

    Abstract: This article examines whether having a mortgage in retirement is a liability, particularly in today’s difficult economic environment. Some homeowners may want to keep a mortgage if they can deduct the interest from taxable income. But others may prefer to pay it off to lower their monthly expenses and invest in potentially higher-returning investments.

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  • Private foundations vs. donor-advised funds – Weighing your charitable giving options

    March / April 2023
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 708

    Abstract: Private foundations can be highly effective for people who want to leave a charitable legacy, but they’re expensive to set up and operate. Donor-advised funds are popular alternatives, but they also have potential drawbacks. This article compares the two options, looking at operating expenses, distribution requirements, tax treatment, privacy and more.

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  • Annuities can provide peace of mind in uncertain times

    March / April 2023
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 893

    Abstract: Retirees worried about the impact of market volatility and inflation on their nest egg may want to consider an annuity. Annuities don’t enjoy the potential returns of equity investments, but they do provide a guaranteed, tax-deferred income for life. This article describes types of annuities, their advantages and their disadvantages. A sidebar discusses tapping retirement accounts to fund lifetime gifts to family members.

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  • Tax Tips – Charitable deductions: Dot the i’s and cross the t’s

    March / April 2023
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 391

    Abstract: These brief tips explain the importance of substantiation requirements for charitable donations; explore why it may make sense to turn down an inheritance; and answer the question of whether student loan forgiveness is taxable.

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  • How to minimize tax on Social Security benefits

    March / April 2023
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 522

    Abstract: There’s a common misconception that Social Security benefits are tax-free. In fact, many people pay federal tax on a portion of their benefits. Recent inflation has resulted in a record 8.7% cost-of-living adjustment to Social Security benefits for 2023. But the tax brackets used to determine how much of your benefits are taxable aren’t adjusted for inflation. This means that some Social Security recipients will see their tax bills increase this year. This article takes a look at available strategies that can minimize these taxes.

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  • Who are your beneficiaries? Outdated beneficiary designations can sink your estate plan

    March / April 2023
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 612

    Abstract: “Nonprobate assets” are those that bypass more traditional estate planning vehicles, such as a will or revocable trust. Instead, they’re transferred to family members through beneficiary designations. Those who’ve designated beneficiaries for certain assets should review their choices periodically. This article provides best practices when reviewing beneficiary designations.

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  • Beware of tax surprises if you work remotely

    March / April 2023
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 912

    Abstract: The COVID-19 pandemic forced many employees to participate in a global experiment on the pros and cons of remote work. As a result, it’s here to stay for many businesses. A remote workforce offers distinct benefits, for employer and employees alike. But it’s important to keep in mind the tax implications. This article details potential tax surprises — for employees and employers — that may occur as a result of working remotely. A sidebar discusses whether remote workers can deduct business expenses.

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  • Proposed FRE amendments may affect your expert witnesses

    March / April 2023
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 407

    Abstract: Proposed amendments to the Federal Rules of Evidence (FRE), expected to take effect in late 2023, may affect the admissibility of expert testimony. This article discusses the two key changes the amendments, if approved by the U.S. Supreme Court, would make and the impact they would have on the use of financial experts in federal cases.

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  • How to estimate lost profits for a start-up business

    March / April 2023
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 594

    Abstract: The usual methods of calculating lost profits may fall short when a start-up is involved. This article explains alternative methods of assessing damages that experts use for companies without an established track record.

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  • Redleaf v. Commissioner – Cash payments are property settlement, not deductible alimony

    March / April 2023
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 613

    Abstract: Pursuant to a marital termination agreement from 2008, the husband in Redleaf v. Commissioner deducted $51 million in deferred cash payments to his ex-wife. The U.S. Court of Appeals for the Eighth Circuit Court affirmed that the payments weren’t deductible as alimony under the tax law that was in effect at the time the agreement was executed. This article summarizes the case and highlights the importance of considering tax issues when executing a divorce or settlement agreement. Redleaf v. Commissioner, 43 F.4th 825 (8th Cir. 2022).

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  • DLOM dilemma – Defendants’ bad-faith behavior precluded marketability discount

    March / April 2023
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 898

    Abstract: In Sipko v. Koger, Inc., the New Jersey Supreme Court found that a discount for lack of marketability (DLOM) was inappropriate, noting the “defendants’ bad-faith behavior throughout this 15-year litigation.” This article summarizes this family business drama. A sidebar discusses the issue of applying DLOMs to controlling interests in private businesses to reflect the time and effort needed to convert them to cash. Sipko v. Koger, Inc., 276 A.3d 160 (N.J. Sup. Ct. 2022).

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  • Proposed FRE amendments may affect your expert witnesses

    March / April 2023
    Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 407

    Abstract: Proposed amendments to the Federal Rules of Evidence (FRE), expected to take effect in late 2023, may affect the admissibility of expert testimony. This article discusses the two key changes the amendments, if approved by the U.S. Supreme Court, would make and the impact they would have on the use of financial experts in federal cases.

    Read More

  • How to estimate lost profits for a start-up business

    March / April 2023
    Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 594

    Abstract: The usual methods of calculating lost profits may fall short when a start-up is involved. This article explains alternative methods of assessing damages that experts use for companies without an established track record.

    Read More

  • Redleaf v. Commissioner – Cash payments are property settlement, not deductible alimony

    March / April 2023
    Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 613

    Abstract: Pursuant to a marital termination agreement from 2008, the husband in Redleaf v. Commissioner deducted $51 million in deferred cash payments to his ex-wife. The U.S. Court of Appeals for the Eighth Circuit Court affirmed that the payments weren’t deductible as alimony under the tax law that was in effect at the time the agreement was executed. This article summarizes the case and highlights the importance of considering tax issues when executing a divorce or settlement agreement. Redleaf v. Commissioner, 43 F.4th 825 (8th Cir. 2022).

    Read More

  • DLOM dilemma – Defendants’ bad-faith behavior precluded marketability discount

    March / April 2023
    Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 898

    Abstract: In Sipko v. Koger, Inc., the New Jersey Supreme Court found that a discount for lack of marketability (DLOM) was inappropriate, noting the “defendants’ bad-faith behavior throughout this 15-year litigation.” This article summarizes this family business drama. A sidebar discusses the issue of applying DLOMs to controlling interests in private businesses to reflect the time and effort needed to convert them to cash. Sipko v. Koger, Inc., 276 A.3d 160 (N.J. Sup. Ct. 2022).

    Read More