October

Showing 17–32 of 51 results

  • 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.

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  • 3 strategies for handling estimated tax payments

    October 2017
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 292

    Abstract: Estimated tax payments are required by self-employed individuals and sometimes those with income from interest, rent or dividends. Mishandling these payments could trigger penalties. This brief article offers three strategies for getting it right.

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  • Should you change your business — or transform it?

    October 2017
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 458

    Abstract: As its market and technological needs evolve, every company needs to change. At some point in the existence of many companies, the organization needs to go beyond change to transformation. This article examines the difference between the two concepts and how to go about transforming with care.

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  • Wills and living trusts: Estate planning imperatives

    October 2017
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 515

    Abstract: A well-crafted, up-to-date estate plan is an imperative for everyone. It can truly help ease the burdens on your family during a difficult time. This article looks at wills, living trusts and other important documents.

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  • How to steer clear of tax issues related to shareholder loans

    October 2017
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 594

    Abstract: Owners occasionally borrow funds from their businesses. This article explains the importance of treating these transactions as bona fide loans and charging an “adequate” rate of interest. It also provides a list of factors the IRS considers when evaluating corporate advances to shareholders.

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  • Timing is everything: Your income and expenses

    October 2016
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 280

    Abstract: They say timing is everything. It certainly holds true for income and expenses related to year-end tax planning. This brief article explains how to time the reporting of income and expenses for best results and which income and expense items may qualify.

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  • Have a pension? Be sure to plan carefully

    October 2016
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 463

    Abstract: The traditional pension may seem like a thing of the past. But many workers are still counting on payouts from one of these “defined benefit” plans in retirement. This article discusses important issues involved in choosing how to receive pension payouts.

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