October

Showing 1–16 of 41 results

  • Tax calendar

    October 2020
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 273

    Abstract: This calendar notes important tax deadlines for the fourth quarter of 2020.

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  • Talking about the sandwich generation

    October 2020
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 297

    Abstract: The term “sandwich generation” describes people caught between caring for their aging parents and their children. This brief article encourages those in the middle part of the sandwich to initiate family discussions with the other two parts to discuss tax and financial planning issues.

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  • Is it time for a cost segregation study?

    October 2020
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 341

    Abstract: A cost segregation study combines accounting and engineering techniques to identify building costs that are properly allocable to tangible personal property rather than real property. As a result, the business that owns the real property can claim valuable tax breaks. This article explores the concepts behind cost segregation studies.

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  • Beware of “wash sales” when selling securities

    October 2020
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 372

    Abstract: Under this tax rule, if a taxpayer sells stock or securities for a loss and buys substantially identical stock or securities back within the 30-day period before or after the sale date, that loss can’t be claimed for tax purposes. This article provides some key details for taxpayers about this often-surprising rule.

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  • The pros and cons of NQDC plans

    October 2020
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 542

    Abstract: Nonqualified deferred compensation plans allow participants to set aside large amounts of tax-deferred compensation, but also pose substantial risks. This article distinguishes NQCD plans from qualified defined contribution plans and discusses the pros and cons.

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  • Tax calendar

    October 2019
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 273

    Abstract: This calendar notes important tax deadlines for the fourth quarter of 2019.

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  • Mortgage matters: To pay down or not to pay down

    October 2019
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 282

    Abstract: If you’re a homeowner and have some extra cash after paying the monthly bills, should you use it to pay down your mortgage or invest those dollars in the stock market? This brief article expresses some thoughts on this age-old question.

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  • Cost segregation studies can benefit business owners

    October 2019
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 316

    Abstract: Any business owner who’s acquired, constructed or substantially improved a building this year — or even in previous years — should read up on the tax benefits of a cost segregation study. This article explains how undertaking one may lead to accelerated depreciation deductions, which reduce current taxes and boost cash flow.

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  • Is “bunching” medical expenses still feasible in 2019?

    October 2019
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 372

    Abstract: Among the most important impacts of the Tax Cuts and Jobs Act is its increase of the standard deduction. This article explains how the increase has affected the strategy of “bunching” deductible medical expenses into one year to save tax dollars.

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  • Step carefully with loans betwixt a business and its owner

    October 2019
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 541

    Abstract: It’s common for owners of closely held businesses to transfer money into and out of the company. But it’s critical to make such transfers properly or risk unwanted IRS attention. This article explains how and why a transfer should be defined as a loan — not as compensation or a distribution.

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  • Tax calendar

    October 2018
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 271

    Abstract: This calendar notes important tax deadlines for the fourth quarter of 2018.

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  • Catching up with the home mortgage interest deduction

    October 2018
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 302

    Abstract: Among the biggest tax perks of buying a home is the ability to deduct mortgage interest payments. But this deduction has undergone some changes recently, so taxpayers may need to do some catching up. This brief article explains how the tax break has changed.

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  • DOL has increased scrutiny of defined benefit plans

    October 2018
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 349

    Abstract: Sponsors of defined benefit plans — commonly known as pensions — might be facing tighter scrutiny from the DOL. Just last year, the agency’s Employee Benefits Security Administration ramped up pension audits in its Philadelphia office and later decided to do so elsewhere. This article highlights what the DOL is focusing on in its audits.

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  • Avoid penalties by abiding by the NQDC tax rules

    October 2018
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 523

    Abstract: Nonqualified deferred compensation plans pay executives at some time in the future for services currently performed. Of course, in the hectic course of the average exec’s schedule, keeping up with the details isn’t always easy. This article explains how these plans differ from qualified plans and what both execs and employers should know.

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  • Are you a member of the Sandwich Generation?

    October 2018
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 584

    Abstract: The “Sandwich Generation” consists of those individuals who are currently taking care of their children and their elderly parents. This article covers some critical steps to take when incorporating an elderly parent’s needs into an adult child’s estate plan.

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  • Tax calendar

    October 2017
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 270

    Abstract: This calendar notes important tax deadlines for the fourth quarter of 2017.

    Read More