October
Showing 33–48 of 56 results
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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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Tax calendar
October 2016
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 219
Abstract: This feature offers important tax deadlines for the fourth quarter of 2016.
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Owner-employees face distinctive tax planning challenges
October 2016
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 533
Abstract: Many business owners launch their companies from the front lines — as an employee. Come tax time, owner-employees face a variety of distinctive tax planning challenges. This article reviews the tax treatment of owner-employees, particularly as it relates to the business structure of the company in question.
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Take the worry out of business valuations
October 2016
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 614
Abstract: Appraisals can inspire anxiety for — and excuses from — many business owners. Yet there are some legitimate reasons to obtain an appraisal regularly or, at the very least, to familiarize oneself with the process. This article describes good reasons to obtain a valuation and three “pillars” of the process.
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Time to start year end tax planning
October 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 801
Abstract: As the end of the year approaches, it’s important for taxpayers to address a number of issues they may face. How much money should be set aside next year in a 401(k) or FSA? What securities should be sold to offset gains? And how might the additional Medicare tax, net investment income tax, and alternative minimum tax come into play? This article discusses these and other tax planning questions.
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Tax calendar
October 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 218
Abstract: This article offers key tax reporting deadlines for businesses and individuals for the final quarter of 2015.
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Shared equity financing arrangements for home ownership
October 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 629
Abstract: Adult children may be able to acquire a more expensive home than they might otherwise afford by using a shared equity financing arrangement, under which parents or other relatives share in the purchase and cost of maintaining a house used by the children as a principal residence. This article explains how the arrangement works and discusses the tax implications.
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Due-date changes for partnership and C corporation returns
October 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 309
Abstract: On July 31, 2015, the Highway Act was signed into law, providing a three-month extension of the general expenditure authority for the Highway Trust Fund. Part of this extension was paid for by changes to tax compliance provisions, the most significant of which is a change to the longstanding due date for C corporation [Form 1120 (“U.S. Corporation Income Tax Return”)] and partnership [Form 1065 (“U.S. Return of Partnership Income”)] returns. This article notes these forms’ due dates, beginning with 2016 returns.
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Swapping bonds to claim losses
October 2014
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 239
Abstract: Taxpayers holding bonds that have decreased in value may benefit from a bond swap, which enables a taxpayer to currently benefit from the decline in a bond’s value and either increase or keep the same cash flow generated by the bond. To facilitate a bond swap, the taxpayer sells currently owned bonds at a loss and immediately reinvests the proceeds in different bonds. But this article notes that it’s important to steer clear of the wash sale rule.
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Simple tax savings techniques for security gains
October 2014
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 547
Abstract: The market swings over the last several years may cause some investors to wonder if it’s time to capitalize on some market gains. This article offers a couple of tax-smart strategies to consider when analyzing investment opportunities and deciding what to do about recent gains. It addresses the issue of whether or not to wait to sell until the stock qualifies for long-term capital gains treatment, and whether to use the FIFO or the “specific ID” method to minimize taxes.
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Tax calendar
October 2014
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 218
Abstract: This article lists a number of key tax reporting deadlines for the final quarter of 2014.
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Travel while giving to charity
October 2014
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 327
Abstract: While it’s not possible to deduct the value of services donated to charity, it may be possible to deduct some of the out-of-pocket travel costs incurred. This article describes expenses that are deductible and those that aren’t.