Management & Tax Concepts
Showing 193–208 of 258 results
-
3 money-management tips for married couples
Summer 2011
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 428
Abstract: Matrimony creates the potential for both great opportunities and difficult problems, depending on the approach taken. This article offers three money-management tips that married couples should consider: balancing and clarifying their goals, finding ways to save, and understanding the “marriage penalty.”
-
Are you on top of your cash flow? It’s all about the numbers … and good timing
Summer 2011
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 664
Abstract: Staying on top of a company’s cash flow is no easy task. But a sound budget, regular cash flow statements, ongoing reviews of expenses and a knack for good timing can keep a company sailing along. This article explains what’s involved in maintaining a detailed annual budget for company expenditures; creating a cash flow statement; maintaining accurate expense records to gain a more complete view of one’s financial situation; and paying attention to the timing of money both coming in and going out.
-
Limited time only: The $5 million gift tax exemption
Summer 2011
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 434
Abstract: This article discusses the details of last year’s Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act, and the important developments it brings to estate planning. Specifically, it looks at the reduction in gift and estate tax rates and the increased lifetime gift tax exemption. But it also explores estate planning options in view of the uncertainty as to how long these rates will last.
-
Staying on steady ground – Health care law entails ongoing planning, preparation
Summer 2011
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 908
Abstract: Although the passage of the Patient Protection and Affordable Care Act (PPACA) is no longer news, opponents are still lobbying for its repeal, and there remain questions about whether every provision will come to fruition. Companies will need to conduct ongoing planning and preparation to ensure their PPACA compliance. This article discusses the future tax penalty for some companies that do not provide coverage (and a tax break for those that do), stricter restrictions on insurance companies, and present rules regarding coverage to employees’ dependent children. A sidebar explains that small businesses currently have the option of adopting a simplified cafeteria health care plan.
-
Why Social Security still matters (and when to use it)
Spring 2011
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 403
Abstract: Although no one should depend solely on Social Security for retirement, many people go the opposite route and discount its value entirely. The truth likely lies somewhere in between: Social Security still matters as a way to supplement a nest egg, but it’s important to do that supplementing at the right time. This article looks at the pros and cons of collecting retirement benefits earlier or later than the normal retirement date, depending on one’s individual circumstances.
-
Giving to charity can mean saving on taxes
Spring 2011
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 440
Abstract: This article reviews the basics of charitable giving and putting together a donation plan for 2011. It explains what qualifies as a charity for tax purposes, which donations are not fully deductible, and how to keep track of contributions. It also notes that the Tax Relief act passed in December extends a couple of valuable charitable giving breaks through 2011.
-
Is it time for a road trip? Be sure to consider the tax impact of crossing state lines
Spring 2011
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 652
Abstract: Conducting business in multiple states may open new markets and allow companies to better leverage their distinctive strengths. But doing so can also create unexpected tax liability. Another state can apply its income, franchise, or sales and use tax to a business if that business establishes a sufficient connection, or “nexus,” with that state — and many states require only a minimal presence to establish nexus. This article discusses the factors that establish nexus, and explains why multistate taxation isn’t necessarily a bad thing.
-
Size up your business structure – Despite tax rate extensions, still a useful endeavor
Spring 2011
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 1009
Abstract: In 2010, the possibility of a rise in individual tax rates had many business owners questioning whether so-called “pass-through” entities were still viable. The tax law that passed in December postpones a tax rate increase until 2013. Nonetheless, there’s never a bad time to size up one’s business structure. This article discusses the pros and cons of operating as either an S corporation or a C corporation, or as a limited liability company (LLC). A sidebar looks at some of the specific factors that should be considered if converting from an S to a C corporation.
-
The best defense – Taking the initiative to protect your assets
Winter 2011
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 677
Abstract: Creditors and potential litigants can present a serious threat to personal assets, so it’s important to take the initiative to protect assets from such future claims. This article looks at a number of ways to accomplish this, such as gifts, property title transfers, trusts, retirement plans, family limited partnerships and limited liability companies.
-
3 business financing alternatives to consider
Winter 2011
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 428
Abstract: Banks are showings no signs of backing down from their strict provisions and are taking more time than ever to approve loans. But this article looks at three options to consider: microfinancing, Small Business Administration loans and angel investors.
-
Is it time for a check-up? A business valuation can serve many purposes
Winter 2011
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 945
Abstract: A valuation can serve many purposes that every business owner should consider. This article shows how a valuation can help a business strategize for the future, play a key role in the creation and maintenance of a buy-sell agreement, and prepare for a business transfer. A sidebar describes the meanings of four terms that a business owner may hear or see when interacting with an appraiser.
-
New tax law expands, extends multiple provisions
Winter 2011
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 434
Abstract: It was a long time coming but, on Dec. 17, the president signed into law the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010. This article looks at some of the highlights as they pertain to estate planning and to individuals and business owners.
-
To cope with a calamity – Deducting casualty and theft losses
Fall 2010
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 446
Abstract: Although calamities like theft and natural disasters are certainly no fun, victims can get at least some payback from a tax perspective. That is, in qualifying instances, they may be able to deduct a casualty (disaster) or theft loss on their federal income tax return. This article discusses what losses qualify and how to claim them.
-
Long-term care policies offer security … for a price
Fall 2010
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 700
Abstract: Medicare and standard health insurance can protect individuals from home-care, nursing-home or other care-related costs while recovering from surgery, an injury, an illness or another health issue. But they don’t cover such care long-term. Those who worry about how they’d afford care beyond those limits without depleting their estate might want to look into long-term care insurance. This article looks at the different kinds of policies, their tax treatment, and why it’s important to become familiar with their terms, conditions and features.
-
4 ways to get — and keep — your business data in order
Fall 2010
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 439
Abstract: For business owners, it may seem like this is the hyperinformation age. With so much data flying around, it’s easy for something to fall through the cracks — something that could come back later to haunt management. This article offers four ways to get — and keep — business data in order: administrative simplification, a data storage policy, cloud computing and an e-mail retention policy.
-
Driving down the 199 – Manufacturers’ deduction could lead to a tax-saving destination
Fall 2010
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 842
Abstract: Businesses that are involved in “qualified production activities” and looking for a smart route to potentially lowering their 2010 tax bill may want to look into the Section 199 deduction — popularly known as “the manufacturers’ deduction.” It’s available to more than just manufacturers, and this article looks at what it has to offer and the steps that qualifying businesses must take to claim it. A sidebar discusses whether, in light of scheduled tax rate increases, it’s a good idea to defer income.