Business Matters
Showing 17–32 of 154 results
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No surprises: Why you should check your tax bracket
Summer 2019
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 359
Abstract: Many taxpayers learned some tough lessons upon completing their 2018 tax returns regarding the changes brought forth by the Tax Cuts and Jobs Act (TCJA). This brief article reviews the revisions to the tax brackets so readers can avoid unpleasant surprises next April.
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Could an FLP help your business succession plan?
Summer 2019
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 436
Abstract: Often, the best time taxwise to start transferring ownership is long before the owner is ready to give up control of the business. This article explains how a family limited partnership can help owners enjoy the tax benefits of gradually transferring ownership yet allow them to retain control of the business.
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Be ready for anything with regular business valuations
Summer 2019
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 541
Abstract: Whether it’s an impending ownership transfer or just a need to learn more about one’s company, every business owner needs to establish reasonable expectations of what a valuation provides. This article answers several insightful questions about the process and goes on to dig deeper into this important management tool.
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Estate planning portability lives on under the TCJA
Summer 2019
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 653
Abstract: Portability allows a taxpayer’s estate to elect to permit his or her surviving spouse to use any available estate tax exclusion amount that’s unused at the taxpayer’s death. Fortunately, this functionality was preserved under the 2017 Tax Cuts and Jobs Act (TCJA). This article provides a brief history of the exclusion and explains how portability works in practice.
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Tax calendar
Spring 2019
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 189
Abstract: This calendar notes important tax deadlines for the second quarter of 2019.
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Small business owners should double-check their tax returns
Spring 2019
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 282
Abstract: Now more than ever, small business owners need to double-check their tax returns before filing. Why? Because many of the changes ushered in by the Tax Cuts and Jobs Act take effect with the 2018 tax year. This brief article notes some important revisions.
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Are income taxes taking a bite out of your trusts?
Spring 2019
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 453
Abstract: Anyone whose estate plan includes one or more trusts should review them before filing an income tax return. And those who have already filed should look carefully at how their trusts were affected. This article explains that trusts can be subject to the highest tax rates and suggests three ways to soften the blow.
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Business vs. hobby: The tax rules have changed
Spring 2019
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 470
Abstract: The tax implications of earning money from an activity will vary depending on whether it is considered a hobby or business by the IRS. And the rules recently changed under the Tax Cuts and Jobs Act. This article reviews the hobby vs. business distinction and explains what’s new.
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Running your personal finances like a business
Spring 2019
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 631
Abstract: Most individuals don’t regard themselves as businesses, trying to turn a profit and beat the competition. But, occasionally, it may help to look at one’s financial situation this way to determine where to cut expenses and boost cash flow. This article provides some tips, including creating a personal net worth statement and practicing risk management.
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Tax calendar
Winter 2019
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 396
Abstract: This calendar notes important tax deadlines for the first quarter of 2019.
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7 ways to prevent elder financial abuse
Winter 2019
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 232
Abstract: As tax season ramps up, so do the efforts of scam artists looking to steal older people’s financial data and money. This article offers seven ways to prevent elder financial abuse.
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How to trim the fat from your inventory
Winter 2019
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 367
Abstract: Inventory is expensive, so it needs to be as lean as possible. Businesses need to find ways to trim the fat from inventory without compromising revenue and customer service. This article has some suggestions, including using inventory ratios for benchmarking and reviewing product mix.
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Laying the groundwork for your 2018 tax return
Winter 2019
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 377
Abstract: The Tax Cuts and Jobs Act made many changes to tax breaks for individuals. This article looks at some specific areas to review as one lays the groundwork for filing a 2018 tax return: personal exemptions, the standard deduction and the child credit.
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Installment sales: A viable option for transferring assets
Winter 2019
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 524
Abstract: Many people will eventually need to transfer ownership of real estate, a family business or some other asset expected to appreciate dramatically in the future. In such cases, an installment sale may be a viable option. This article explains under what circumstances this strategy should be considered, and discusses its advantages and disadvantages.
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Tax calendar
Fall 2018
Newsletter: Business Matters
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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DOL has increased scrutiny of defined benefit plans
Fall 2018
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 467
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.