May / June

Showing 1–16 of 621 results

  • Tax planning: Investors vs. traders

    May / June 2023
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 402

    Abstract: For those who buy and sell securities for their own accounts, classifying themselves as traders rather than investors may offer significant tax advantages. However, it’s difficult to qualify as a trader. This short article explains the favorable rules for traders and warns against misclassification.

    Read More

  • No emergency fund? What are you waiting for?

    May / June 2023
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 591

    Abstract: An emergency fund can help if you lose your job, experience health problems, or face unexpected home repairs and other expenses. So it’s important for everyone to make sure they’re saving enough, given their income and lifestyle. This article provides tips on reaching emergency savings goals.

    Read More

  • Dividend growth investing as a long-term strategy

    May / June 2023
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 652

    Abstract: Dividend growth investing — or investing in companies with a solid record of paying regular, increasing dividends — is a strategy most investors might want to consider. This article looks at the potential rewards, explains the difference between growth and yield and cautions that this strategy isn’t for those looking for quick profits.

    Read More

  • Estate planning – Steer clear of these 5 common mistakes

    May / June 2023
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 866

    Abstract: A well-designed estate plan can help individuals share their hard-earned wealth according to their wishes and protect it from creditors and tax liability. But it’s easy to make mistakes. This article looks at five, including failing to fund a revocable trust, not planning for incapacity and forgetting to make contingency plans for beneficiaries. A sidebar discusses choosing trustees.

    Read More

  • To discount or not to discount? Court rules discounts are inappropriate in forced buyout case

    May / June 2023
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 436

    Abstract: New Jersey law allows discounts for lack of control and lack of marketability in certain fair value situations. But the propriety of these discounts depends on many factors, including what’s fair and equitable for the circumstances. This article explains why the court decided against applying discounts when valuing the interests of dissociated minority partners in a shopping mall. Robertson v. Hyde Park Mall, No. 13370-13 (N.J. Super. May 19, 2022).

    Read More

  • M&A advisor: How to protect deals from targeted ransomware attacks

    May / June 2023
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 538

    Abstract: Merger and acquisition volume is expected to rebound to pre-pandemic levels in 2023, according to a recent survey by Citizens Bank. The survey also found that sellers are increasingly seeking guidance from financial professionals to maximize the price. However, there’s a new reason for sellers to seek professional advice — to lower the risk of ransomware attacks. This article explains how these frauds are perpetrated and provides prevention tips.

    Read More

  • Secrets to a successful turnaround strategy

    May / June 2023
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 680

    Abstract: The COVID-19 pandemic took a toll on many businesses. However, companies that were able to hunker down and save cash during the economic downturn may be in a position to buy competitors that are in financial distress. But acquiring a troubled target can also pose greater risks than buying a financially sound business. This article discusses ways a valuation professional can help reduce such risks.

    Read More

  • Furrer v Siegel & Rouhana, LLC – Lack of buy-sell agreement leads to lengthy litigation

    May / June 2023
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 886

    Abstract: When small businesses and professional practices operate without an effective operating or buy-sell agreement, costly disputes may arise when the owners part ways. This article summarizes a recent case involving a law firm that drives this point home. A sidebar provides best practices when drafting valuation provisions of buy-sell agreements. Furrer v Siegel & Rouhana, LLC, No. 13370-13 (Md. App. Oct 17, 2022).

    Read More

  • Tax Tips – QCDs expanded

    May / June 2023
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 364

    Abstract: These brief tips detail how SECURE 2.0 enhances the use of qualified charitable distributions; explore potential tax pitfalls of renting property to family; and explain how starting in 2024 employers can set up emergency savings accounts for certain employees.

    Read More

  • Steer clear of these 5 estate planning pitfalls

    May / June 2023
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 498

    Abstract: Among many other things, an estate plan can help ensure one’s family will be taken care of per his or her wishes after death. While no one likes to contemplate his or her own mortality, for those ready to begin the process of drafting an estate plan, this article provides five pitfalls to avoid.

    Read More

  • Are new business start-up costs deductible?

    May / June 2023
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 677

    Abstract: Many new businesses were formed by people who found themselves unemployed in the early months of the pandemic or by entrepreneurs who saw business opportunities in the remote working environment. Although the surge has leveled off a bit, the current rate of new business creation remains substantially higher than before the pandemic. Starting a new business isn’t cheap, and many expenses are incurred long before the business officially opens. This article answers frequently asked questions about deducting start-up costs for federal income tax purposes.

    Read More

  • SECURE 2.0 – New tax benefits for retirement savers

    May / June 2023
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 963

    Abstract: The long-awaited SECURE 2.0 Act, enacted at the end of 2022, expands on the improvements made by the Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act). Now individuals can save more and save longer for retirement, at a lower tax cost. This article details the highlights of the new law. A sidebar explains which provision of SECURE 2.0 requires a technical correction due to a drafting error.

    Read More

  • 7 social media tips for construction companies

    May / June 2023
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 463

    Abstract: For better or worse, social media has become a part of many people’s daily lives. As such, it’s a marketing tool that almost every type of business should try to use. And, yes, that includes construction companies. This article offers up seven tips for succeeding on social media, including choosing the right channels and getting comfortable with video.

    Read More

  • Uh oh, where did my profits go?

    May / June 2023
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 536

    Abstract: “Let’s pretend we’re in business to make money,” goes the old sarcastic quip. Many construction business owners may find themselves muttering it when the profit margin of a given project slowly dwindles to zero. This article discusses the problem, commonly known as “profit fade,” and suggests several ways that contractors can mitigate its ill effects.

    Read More

  • Perusing PIP clauses are in every contractor’s best interest

    May / June 2023
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 658

    Abstract: Construction contracts are multifaceted documents. One chunk of legal language that has caused much controversy over the years is the pay-if-paid (PIP) clause. It stipulates that a general contractor will pay subcontractors only if payment is received from the project owner. This article explains why contractors need to get and stay up to speed on the latest legal implications of PIP clauses.

    Read More

  • Midyear tax planning – Document key deductions now to lower next year’s bill

    May / June 2023
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 939

    Abstract: Although it’s tempting to forget about taxes until it’s time to file, the savviest construction business owners carefully track and document deductible expenses throughout the year. This article suggests six types of deductions to keep an eye on, including depreciation and training. A sidebar explains why contractors shouldn’t ignore the possibility of claiming the research credit.

    Read More