September / October

Showing 1–16 of 552 results

  • ESG investing – Why you don’t have to sacrifice returns

    September / October 2021
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 424

    Abstract: Socially responsible investing has been around for decades. But only in recent years has it taken off with investors. This short article explores why a strategy that once required sacrificing returns, may actually have a performance edge these days.

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  • Is your revocable trust fully funded?

    September / October 2021
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 551

    Abstract: Individuals with a revocable or “living” trust need to ensure that it’s fully “funded.” Trust owners should transfer title of assets or designate the trust as the beneficiary of retirement accounts or insurance policies. This article explains how to do it and warns against the costly consequences of failing to fund a trust.

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  • Choosing your retirement destination based on taxes

    September / October 2021
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 606

    Abstract: Retirees contemplating a move to another state need to consider several factors — climate, proximity to family and friends, housing costs and, of course, taxes. But as this article argues, assessing a state’s tax-friendliness isn’t always straightforward. You need to look beyond income tax and to think about financial goals, income sources and the possibility of multistate taxation.

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  • RMDs are back – Here’s how to soften the tax blow

    September / October 2021
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 916

    Abstract: Required minimum distributions (RMDs) from IRAs and employer-sponsored retirement plans were suspended in 2020, but no such relief is available in 2021. This article looks at a couple strategies to help individuals soften the tax blow of RMDs. This includes naming a spouse as sole beneficiary and making a qualified charitable distribution. A sidebar suggests tax minimizing strategies for those nearing retirement.

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  • Should you offer auto theft recovery solutions?

    September / October 2021
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 437

    Abstract: Auto theft recovery solutions offer a number of features beyond vehicle recovery. In addition to enabling owners to find their cars if they forget where they parked or if they’ve allowed others to drive their cars, these solutions notify owners if their cars are moved without permission or involved in an accident. This article discusses the pros and cons of auto theft recovery solutions.

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  • Put the WOTC to work for you: Tax break extended through 2025

    September / October 2021
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 540

    Abstract: The Work Opportunity Tax Credit (WOTC) debuted in 1996 and offers significant tax breaks to businesses (including dealerships) that hire workers who may face barriers to employment. This article explains that while the WOTC was scheduled to expire at the end of 2020, the Consolidated Appropriations Act extended the tax credit through the end of 2025 — thus providing a higher degree of tax-planning certainty between now and then.

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  • Winning with year-end tax-saving strategies

    September / October 2021
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 705

    Abstract: Making good use of tax strategies can be key to improving a dealership’s bottom line. It’s important for dealerships to take advantage of any possible strategies for reducing taxes before year end so they’re able to start the new year strongly. This article highlights several such tactics, including making use of available deductions and potential write-offs.

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  • Protect your dealership from cyberattacks

    September / October 2021
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 869

    Abstract: Cybersecurity has become a hot topic in light of recent damaging cyberattacks that have crippled large businesses key to U.S. infrastructure. These attacks are a reminder of the damage cybercriminals can cause. This article discusses some of the most common cyberattacks and how dealerships can guard against them. A sidebar suggests dealerships need to follow applicable laws concerning data security.

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  • Rochkind v. Stevenson – Maryland gets on board with Daubert

    September / October 2021
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 451

    Abstract: Maryland’s highest court has belatedly joined the majority of jurisdictions in the United States in adopting the 1993 Daubert test for determining the admissibility of expert scientific testimony. This article explains why the court decided to abandon the state’s former “two-channel” approach in favor of a broader 10-factor approach. Rochkind v. Stevenson, No. 24-C-11-008722 (Md. Aug. 28, 2020). Daubert v. Merrell Dow Pharmaceuticals, Inc., 509 U.S. 579 (1993). Frye v. United States, 293 F. 1013 (D.C. Cir 1923). Reed v. State, 283 Md. 374, 381 (1978).

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  • Using the statement of cash flows to spot fraud

    September / October 2021
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 573

    Abstract: Fraud studies show that cash is the most frequently stolen business asset. The statement of cash flows shows how cash changed during the year. This article explains how cash from operations can be analyzed to help detect fraud and financial misstatement scams.

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  • How to value a business in an uncertain marketplace

    September / October 2021
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 673

    Abstract: The COVID-19 pandemic has dramatically altered the business world, forcing valuation experts to rethink some of their forecasting models and methods. This article explains how experts approach business valuation assignments differently in today’s volatile marketplace.

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  • Do your clients understand the tax treatment of their settlements?

    September / October 2021
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 856

    Abstract: A client’s elation over receiving a healthy settlement amount can quickly turn sour when the tax implications are revealed. This article summarizes two recent rulings from the U.S. Tax Court that serve as valuable reminders that “gross income” is defined broadly, while statutory exclusions, including those for damages, are narrowly construed. A sidebar explains the return of capital exclusion. Stassi v. Commissioner, No. 2021-5 (Tax Ct., Feb. 8, 2021). Blum v. Commissioner, No. 2021-18 (Tax Ct., Feb. 18, 2021).

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  • Tax Tips – Understanding the impact of earnings on Social Security benefits

    September / October 2021
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 481

    Abstract: These brief tips explain how a person’s earnings can directly affect his or her Social Security benefits; detail how a business can use a reverse sales and use audit to its benefit; and explain why now may be a good time for homeowners to invest in a solar energy system.

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  • Year-end tax planning for mutual funds

    September / October 2021
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 609

    Abstract: As the end of the year approaches, it’s a good time for individuals to review their financial situations and consider strategies for lowering their tax bills. This article examines year-end planning tips for mutual fund investors.

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  • Do you have foreign assets? Proper planning is necessary to avoid unintended outcomes

    September / October 2021
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 601

    Abstract: Some may live by the motto, “outta sight, outta mind.” However, it’s best not to apply that line of thinking when it comes to assets. This is particularly true when accounting for foreign assets in an estate plan. This article discusses the double taxation risk involved with foreign assets and examines the benefits of using multiple wills to account for these assets.

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  • Switch on tax savings – Claiming the energy-efficient commercial buildings deduction

    September / October 2021
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 849

    Abstract: Businesses that have invested in energy efficiency — or are considering doing so — shouldn’t overlook the Section 179D deduction for energy-efficient commercial buildings. This deduction was first added to the tax code in 2005 as a temporary incentive, but it has expired and been renewed several times over the years. Tax legislation enacted in late 2020 made the deduction permanent and provided for the maximum deduction amount to be adjusted for inflation in future years. This article details the deduction’s eligibility and qualifications and lists the specific improvements that can be deducted. A brief sidebar explores how a taxpayer can recover the deduction for a prior year.

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