Year End
Showing 449–464 of 465 results
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Avoid intrafamily disputes with a family mission statement
Year End 2008
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 563
Abstract: No matter how hard a person works to ensure that his or her estate plan treats all family members fairly, hurt feelings and disputes can result if heirs don’t understand his or her motives. The idea behind a family mission statement is for the family to agree on a basic set of guiding values and principles and to memorialize them in a written document. This document can help avert intrafamily disputes after a loved one dies. This article discusses what a family mission statement should cover.
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The self-canceling installment note: A calculated risk
Year End 2008
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 669
Abstract: There are many estate planning techniques that minimize or even eliminate gift and estate taxes when transferring assets to family members. But, often, the most powerful techniques have a significant drawback: mortality risk. A person must outlive the trust’s term to realize the benefits. A self-canceling installment note (SCIN) is an option for those who are in poor health and not expecting to reach their actuarial life expectancy. This article discusses how SCINs work.
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Does your trust need protection? A trust protector may be the answer
Year End 2008
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 1172
Abstract: Generally, the most effective way to remove wealth from a taxable estate and shield it from creditors is to place it in one or more irrevocable trusts. But, as the name suggests, an irrevocable trust requires a person to relinquish control over the trust assets. One potential solution to this problem is to appoint a trust protector. This article details the duties of a trust protector.
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5 things to consider before relocating
Year End 2008
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 256
Abstract: If your business is at a point where you need to relocate or expand operations to support continued growth or contain rising costs, remember: location, location, location. This brief article takes a look at five criteria you should consider when looking for new grounds.
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Trouble finding a group health policy? The 411 on other options
Year End 2008
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 774
Abstract: Offering group health insurance through your company is a great benefit for your employees as well as for your business. But some businesses may find group health insurance cost-prohibitive. This article offers some alternatives when group health coverage through the company isn’t feasible. It explains the ins and outs of private health insurance, and it explores some popular consumer-directed programs that can help employees with their medical expenses. (Updated 1/4/12)
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When money and marriage are at odds
Year End 2008
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 485
Abstract: Money and marriage — the two often mix about as well as oil and water. While there’s no one right way for married couples to manage money, this article explains why the goal should always be to cover all bills and balance shared and individual financial goals. It also offers some tips on how to head off disputes. (Updated 1/4/12)
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The manufacturers’ deduction: Not just for manufacturers
Year End 2008
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 850
Abstract: In 2004 lawmakers added Section 199 to the tax code, creating a tax deduction for all U.S. businesses that engage in qualified domestic production activities, whether they export or not. Although the manufacturers’ deduction is often associated with large manufacturers, it’s available to companies of all sizes. And it’s not limited to manufacturers, either. This article explains who’s eligible for the deduction and how it’s calculated. A sidebar discusses how small companies, including sole proprietors, can also take advantage of the deduction.
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Year end business planning – Timely tips to tame the tax tiger
Year End 2008
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 593
Abstract: As 2008 comes to a close, it’s a good time to review your year end tax plans and take advantage of last-minute strategies that can reduce your company’s tax bill. This article provides some tax-saving ideas to explore, such as changing your accounting method, deferring tax on advance payments, buying equipment now so you can take advantage of higher expensing limits, and others.
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Practical Perspectives: Key financial issue for you and your family – Busy couple considers cash and car for charity
Year End 2008
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 636
Abstract: In this issue’s “Practical Perspectives,” we meet Harold and Edna, a busy young couple who reached the end of the year only to realize they hadn’t done anyone any good. That is, they’d talked all year about doing some charitable work but, among all their professional, familial and social obligations, they’d just never gotten around to it. So they visited their financial advisor to discuss the idea of donating some cash and a car to charity.
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Moneylines: News Briefs for Businesses and Individuals
Year End 2008
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 456
Abstract: This section offers four news briefs about: 1) how health care costs for employers are not exactly dropping but may be improving, 2) a recent clarification by the IRS regarding the tax treatment of dependents of divorced or separated parents, 3) results of a recent survey indicating that electronic payments bolster the accounts payable process, and 4) a recent report indicating that, despite the uncertain economy, many companies still intend to grant merit raises next year
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3 business financing options in a tight credit market
Year End 2008
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 544
Abstract: In any economy, cash is king. But when the economy makes life a little more difficult, as it has been doing recently, cash’s regality only increases. For this reason, many small to midsize companies are looking to outside financing — in a decidedly tight credit market — for an infusion of dollars. This article offers three options to consider.
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Don’t let your 401(k) get lost in the shuffle – Pay heed to your retirement plan following a job change
Year End 2008
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 881
Abstract: Even under the best of circumstances, changing employers involves a lot of details and stress. Amongst all the challenges, one of the things that can get lost in the shuffle is a 401(k) plan account. This article explains why most people’s best bet is usually to roll over their plans into either a 401(k) at a new employer or an IRA.
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Prime time – Tighten internal controls with a year end fraud review
Year End 2008
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 712
Abstract: Year end is a prime time for businesses to review their operations for ways that unscrupulous employees or external criminals might be able to exploit weaknesses in their internal controls and steal their hard-earned dollars. This article suggests how business owners can, with their CPAs’ help, perform a year end fraud review to catch wrongdoing and make it harder for fraudsters to get away with anything. (Updated: 8/28/12)
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Plan updates: A call to action
Year End 2008
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 410
Abstract: Many retirement plans use preapproved IRS plan documents referred to as master, prototype or volume submitter documents. During this past year, the IRS has “restated” many of these documents to comply with the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA). This brief article reviews questions that many employers have been asking about this change in a straightforward question and answer format.
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Proposing certainty – Seven-business-day safe harbor for small plan Deposits
Year End 2008
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 987
Abstract: In 2008, the Employee Benefits Security Administration (EBSA) issued proposed rules that would provide employers with a seven-business-day safe harbor for deposits of participant contributions into small plans. This article reviews the current rule and introduces the changes in the proposed rule.
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Is your plan ready for rollovers?
Year End 2008
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 701
Abstract: Today’s employees are changing jobs more frequently than in the past, resulting in the accumulation of retirement assets in multiple plans. Because of this, plan sponsors — and participants — are more conscious of the portability of retirement funds. This article sets out the many variables of what types of plans can be rolled into different types of retirement plans and includes a chart for easy reference.