October

Showing 33–48 of 51 results

  • 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.

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  • Converting a sole proprietorship to a limited liability company

    October 2014
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 442

    Abstract: As sole proprietors, business owners enjoy the advantage of simplified income tax reporting, but sole proprietorship status can expose a business owner’s personal assets to the risks and liabilities of their business operation. To provide a broader protection from liability, state statutes generally allow a sole proprietor to conduct business as a limited liability company (LLC). This article explores the benefits of an LLC, but notes that a sole proprietor will need to weigh these against the initial legal and administrative costs of accomplishing the conversion.

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  • Retirement plan loans

    October 2013
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 252

    Abstract: Those who are unable to borrow from a bank or other outside source may find that their qualified retirement plan is a good option. It’s also possible to benefit from resources in an IRA, but, as this article explains, there are caveats for both options.

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  • At-risk rules for a closely held corporation

    October 2013
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 308

    Abstract: The at-risk rules may limit the amount of loss that can be deducted from investment in a closely held corporation. The amount of loss a corporation may recognize from an activity is limited to the amount that is at risk for that activity at the close of the tax year. This article explains what assets are included in the amount that’s at risk in an activity. It notes that these rules are not the only ones that may limit tax benefits from losses in a closely held corporation.

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  • Tax calendar

    October 2013
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 218

    Abstract: This article looks at four tax deadlines for the final quarter of 2013.

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  • Fourth quarter tax planning

    October 2013
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1048

    Abstract: This article presents some tax planning ideas to aid in fourth quarter tax planning. It looks at bunching deductible expenditures; deferring income; timing investment gains and losses; and making charitable donations from an IRA.

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