May / June

Showing 1–16 of 593 results

  • Weighing the risks of “buy now, pay later”

    May / June 2022
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 415

    Abstract: Already many big retailers offer buy now, pay later (BNPL) as a payment option. It’s also popular with consumers. BNPL offers several advantages — instant approval and no interest or finance charges as long as the consumer pays installments on time. Delinquent payers, however, may face late fees and BNPL purchases may not come with consumer protections.

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  • What to do if your life insurance’s term is almost up

    May / June 2022
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 591

    Abstract: Term life insurance policyholders generally have a couple options if their term is ending and they desire further protection. They may be able to renew the policy without submitting to a new medical exam — or buy a new term life policy. Another possible option is to buy a permanent policy. This article highlights the advantages and drawbacks of each choice.

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  • For investing advice, look to the masters

    May / June 2022
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 656

    Abstract: As experienced investors know, what succeeded last year (or last week) is no guarantee of what will succeed in the future. Some of history’s most-celebrated investors, Benjamin Graham, Peter Lynch and Warren Buffet, are known for staking out a strategy and sticking with it through thick and thin. This article describes their guiding principles.

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  • Saving for retirement – Your 401(k) is maxed out — now what?

    May / June 2022
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 891

    Abstract: What should retirement savers do if they’ve maxed out their 401(k) contributions? As this article explains, some plans allow participants to make after-tax contributions to their traditional or Roth 401(k) plans. Another option is to contribute to a traditional IRA, Roth IRA or annuity. Savers may also want to consider their health savings plan. A sidebar discusses a “back door” Roth IRA option for high-income earners.

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  • How business valuation pros can help when M&A talks stall

    May / June 2022
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 443

    Abstract: A business valuation professional can help M&A parties work through their differences and eventually agree on a price. This article explains four ways that a valuator can help parties crunch the numbers and, ultimately, bridge the gap between the seller’s asking price and the buyer’s offer.

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  • Estate of Collins v. Tabs Motors of Valley Stream Corp. – Fixed-value provisions in buy-sell agreements need regular updates

    May / June 2022
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 535

    Abstract: Buy-sell agreements are a critical tool for closely held businesses, and their valuation provisions play a significant role in how the agreements will play out when triggered. This article summarizes a recent New York case that teaches a valuable lesson about the importance of updating fixed-value provisions of buy-sell agreements — or choosing more prudent, alternate valuation methods. Estate of Collins v. Tabs Motors of Valley Stream Corp., No. 160529/2019 (N.Y. Sup. Ct. Dec. 15, 2021).

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  • Revealing and exorcising ghosts from the payroll record

    May / June 2022
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 630

    Abstract: A phantom employee is someone who’s on a company’s payroll but doesn’t actually work for the company. This article explains the warning signs and tips to help businesses remove these ghosts from their books.

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  • Goodwill in divorce: Personal or enterprise?

    May / June 2022
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 898

    Abstract: The handling of goodwill in divorce cases varies depending on the jurisdiction and case facts. This article summarizes a recent Tennessee Court of Appeals decision that provides an overview of the factors used to differentiate between personal and enterprise goodwill. A sidebar shows that it’s important to check your math when allocating nonbusiness marital assets. Cela v. Cela, No. 019-01861-COA-R3-C (Tenn. App. July 30, 2021).

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  • Are you ready for the future of building design?

    May / June 2022
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 447

    Abstract: The COVID-19 pandemic and climate change are profoundly impacting building design. Contractors should adjust their expectations and upgrade their skill sets accordingly. This article describes some of the general changes that are likely forthcoming as well as some sector-specific trends.

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  • Protect yourself with careful project documentation

    May / June 2022
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 547

    Abstract: Meticulous recordkeeping plays a key role in running a successful construction business. The proof of any project, and a strong legal defense, is in the paper trail. This article describes some of the most important documents that contractors should retain.

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  • Apprenticeship programs – Building a brighter future for the industry

    May / June 2022
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 674

    Abstract: Although the skilled labor shortage that has plagued the construction industry for years has been worsened by the COVID-19 pandemic, hope is far from lost. Construction remains a vibrant and essential industry that can attract strong job candidates. This article discusses how contractors can help themselves, and perhaps mitigate the skilled labor shortage, by establishing an apprenticeship program.

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  • The finer points of joint ventures

    May / June 2022
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 886

    Abstract: As construction season heats up nationwide, contractors could encounter opportunities to engage in joint ventures with other construction companies. These opportunities can be fruitful but pose risks and complications as well. This article reviews the advantages and risks of joint ventures, as well as the importance of a joint venture agreement. A sidebar examines the three typical accounting methods for joint ventures.

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  • Tax Tips – Get ready for new cryptocurrency reporting requirements

    May / June 2022
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 443

    Abstract: These brief tips explain cryptocurrency reporting requirements; detail why rental real estate owners need to understand purchase price allocations; and explore why employers need to be cautious when providing employees with group term life insurance.

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  • Are you making the most of your 401(k) plan?

    May / June 2022
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 616

    Abstract: One of the smartest ways to save for retirement is to annually max out 401(k) plan contributions. If one’s employer offers matching contributions, it’s advisable to contribute at least enough to qualify for the maximum employer match. However, the timing of one’s contributions can have an impact on eligibility for matching contributions. This article explains the ins and outs of “front-loading” contributions vs. spreading contributions out evenly over the year.

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  • Business succession and estate planning go hand-in-hand

    May / June 2022
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 707

    Abstract: A business owner’s most valuable asset likely is his or her company. Thus, addressing it in an estate plan is critical if, for example, the person dies unexpectedly or becomes disabled. This article explains that an estate plan can help provide a smooth transition of the business to the owner’s children or other family members after retirement.

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  • Research credits – IRS tightens documentation requirements for refund claims

    May / June 2022
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 760

    Abstract: In recent guidance, the IRS has imposed strict new documentation requirements on businesses that file refund claims for federal research credits. Currently, businesses may claim the research credit on an originally filed return or an amended return. This article explains that the new requirements apply to the latter, although it’s possible that the IRS will attempt to enhance the documentation requirements for originally filed returns down the road. A sidebar explores research expense deductions.

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