November
Showing 17–32 of 50 results
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Living the dream of early retirement
November 2019
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 263
Abstract: Many people dream of retiring early so they can pursue activities other than work. But making this dream a reality requires careful planning and diligent saving during the years leading up to retirement. This brief article touches on some of the fundamental ways to live the dream.
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Act now to save 2019 taxes on your investments
November 2019
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 425
Abstract: Taxpayers with investments outside of tax-advantaged retirement plans might still have time to reduce their 2019 tax bills by selling some investments. One key question is: Which ones? This article offers sound advice on how to start making the right choices about selling.
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Making gifts to loved ones? Don’t forget tax planning
November 2019
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 501
Abstract: Many people want to pass assets to the next generation during their lifetimes, whether to reduce the size of their taxable estates, to help family members or to see their loved ones enjoy the gifts. This article explains how different gifted assets can produce substantially different tax consequences.
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Business owners, your bad debts may be deductible
November 2019
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 558
Abstract: Business owners who hold a business-related debt that’s become worthless or uncollectible may be able to claim a “bad debt” deduction. But there are a few hoops to jump through and not all debts are eligible. This article examines those hoops. A sidebar touches on the accounting concept of “charge-offs” when it comes to business bad debts.
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Year-end tax strategies for accrual-basis businesses
November 2018
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 264
Abstract: The last month or so of the year offers accrual-basis businesses an opportunity to make some timely moves that might enable them to save money on their 2018 tax bills. This brief article offers a variety of timely tips to consider.
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Getting caught up with the latest catch-up contributions
November 2018
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 391
Abstract: Taxpayers age 50 or older on December 31 of any given year can start making “catch-up” contributions to their employer-sponsored retirement plans by that date. These are additional contributions to certain retirement accounts beyond the regular annual limits. This article serves up reminders regarding the contribution limits for 401(k)s, SIMPLEs and self-employed plans.
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Is now the time for some life insurance?
November 2018
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 477
Abstract: Many people reach a point in life when buying some life insurance is highly advisable. Once they determine that they need it, the next step is calculating how much they should get and what kind. This article discusses both points.
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Taxable vs. tax-advantaged: Where to hold investments
November 2018
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 564
Abstract: When investing for retirement or other long-term goals, people usually prefer tax-advantaged accounts. But traditional taxable accounts may still make more sense for certain investments. This article discusses the difference between “taxable” and “tax-advantaged” and which vehicles tend to work the best where. A sidebar looks at the categories of rules for dividends.
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Are frequent flyer miles ever taxable?
November 2017
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 255
Abstract: Many people who accumulate frequent flyer miles assume that these valuable rewards aren’t taxable. This brief article explores the validity of this assumption.
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Pondering the purchase of a life insurance policy
November 2017
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 402
Abstract: What, if any, role life insurance should play in one’s financial plan depends on a variety of factors. This article examines some of those factors, including whether a person has dependents and his or her net worth.
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Bad debts aren’t always bad news
November 2017
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 490
Abstract: No business owner goes out of his or her way to acquire a bad debt. But they’re not always bad news. This article discusses how a company may be able to write off the uncollectible amount for tax purposes.
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Handle with care: Mutual funds and taxes
November 2017
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 556
Abstract: Many people overlook tax considerations when planning their mutual fund investments. This article offers some tax-savvy tips, including avoiding year-end investments and watching out for reinvested distributions. A sidebar explains why tax-inefficient funds should be directed to nontaxable accounts.
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What business owners should know about company vehicles and taxes
November 2016
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 266
Abstract: Using vehicles to conduct business means keeping tax planning in mind. This brief article reviews the latest on deducting business-related vehicle expenses and Sec. 179 depreciation rules.
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Make sure you’re up to speed on nonqualified stock option rules
November 2016
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 499
Abstract: Many employers look to attract and retain key employees through nonqualified stock options. So those receiving them should stay up to speed on the tax treatment and reporting. This article explains the basics.
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Is the sales tax deduction right for you?
November 2016
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 394
Abstract: A tax break that allows taxpayers to take an itemized deduction for state and local sales taxes in lieu of state and local income taxes was permanently extended by the Protecting Americans from Tax Hikes Act of 2015. This article describes the sales tax deduction, which could benefit a perhaps surprising number of taxpayers.
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Donating appreciated stock offers tax advantages
November 2016
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 483
Abstract: One form of charitable giving some taxpayers may not be aware of is donating appreciated stock. It can enable someone to do good while garnering some tax advantages over a cash donation. This article explains the benefits, rules and limits.