Trendlines
Showing 33–48 of 233 results
-
Practical Perspectives: Key financial issues for you and your family – Solid family budget means less drama
Year End 2015
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 450
Abstract: This month’s “Practical Perspectives” introduces Kyle and Charlene. This married couple with three kids was tired of the drama — not of family life, but of unexpected expenses and anxiety over failing at their financial goals. So they sat down with their financial advisor, who explained that a solid budget encompassing both short- and long-term objectives could help them feel much better.
-
Moneylines: News briefs for businesses
Year End 2015
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 282
Abstract: This issue’s “Moneylines” presents three timely items for business owners: 1) an important “heads up” on a compliance requirement of the Affordable Care Act that starts next year, 2) the results of a report noting that U.S. companies are lagging behind technologically in how they process international payments, and 3) survey data indicating that a disturbingly high number of executives are trying to sabotage the job performances of fellow execs.
-
How to keep your credit and debit cards safe from the Internet
Year End 2015
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 694
Abstract: Nowadays, using a credit or debit card means engaging in an Internet transaction — whether you like it or not. And the Internet is a dangerous place. This article suggests various ways individuals can keep their credit and debit cards safe, including learning the finer points of the law and staying well informed of their credit ratings and histories.
-
Employee wellness programs – 4 fundamental building blocks for success
Year End 2015
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 1063
Abstract: With an increasingly health-conscious society, and the costs of health care benefits remaining high, many companies are establishing employee wellness programs. Yet there’s a wide variety of ways to design and implement such a program. This article describes four fundamental building blocks for success. A sidebar discusses how the Affordable Care Act offers incentives for qualifying wellness programs.
-
Practical Perspectives: Key financial issues for you and your family – Expectant couple learns about the child credit
October / November 2015
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 427
Abstract: This month’s “Practical Perspectives” introduces us to Jake and Marsha. This recently married couple is expecting their first child before year end, so they sat down with their tax advisor to discuss how that might affect their return. He told them the good news first — they likely qualify for the child tax credit.
-
Moneylines: News briefs for businesses
October / November 2015
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 276
Abstract: This issue’s “Moneylines” presents three timely items for business owners: 1) an update on the extended deadline of an important accounting standard, 2) survey data showing that many CFOs face significant challenges dealing with varying personality types, and 3) notice of recent Department of Labor guidance on the important issue of proper handling of independent contractors.
-
Should you add an annuity to your retirement portfolio?
October / November 2015
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 698
Abstract: It’s both common and understandable for anyone to feel like his or her retirement portfolio isn’t quite enough. One possible addition that may make sense for many people is an annuity. This article explains how annuities work and describes their potential advantages and risks.
-
Protect your road warriors – Understanding the tax ramifications of business travel
October / November 2015
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 1073
Abstract: Although conference calls and Web meetings are increasingly prevalent, plenty of dedicated “road warriors” still engage in business-related travel. It’s important for the companies sending them into battle to know and understand the tax ramifications. This article examines concepts such as accountable plans, “business travel status” and how to define a “tax home.” A sidebar offers three timely tips for year end tax planning.
-
Practical Perspectives: Key financial issues for you and your family – Soon-to-be retirees consider moving overseas
August / September 2015
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 461
Abstract: This month’s “Practical Perspectives” introduces us to Grace and Dan — two soon-to-be retirees who have already traveled widely in their lives. The couple loves the jet-set lifestyle so much that they’re considering moving to one of their favorite overseas spots in retirement. To discuss the implications of the concept, Grace and Dan sat down with their tax advisor.
-
Moneylines: News briefs for businesses
August / September 2015
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 280
Abstract: This issue’s “Moneylines” presents three timely items for business owners: 1) an early look at some key dollar amounts affecting high-deductible health plans in 2016, 2) the results of a report heralding the economic impact of midsize companies, and 3) survey data showing that many CFOs are significantly challenged by trying to keep up with technology.
-
Don’t ignore financial aid when looking to pay for college
August / September 2015
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 689
Abstract: The prospect of paying for college can seem overwhelming. Understandably, many people immediately start thinking about college-funding vehicles. And, indeed, arrangements such as a Section 529 plan or a Coverdell Education Savings Account can play a critical role in getting the job done. But, as this article explains, there’s still the common, viable option of financial aid.
-
Transforming your business? Make sure you attain maximum value
August / September 2015
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 1044
Abstract: According to one reputable report, a staggering 98% of U.S. businesses are in the process of transforming their organizations this year. Companies undergoing transformations have got to ensure they extract maximum value from the undertaking. This article describes the business distinction between change and transformation, and shares some best practices for succeeding at the latter. A sidebar looks at the growing importance of records and information management.
-
Practical Perspectives: Key financial issues for you and your family – Claiming a federal tax deduction for moving costs
June / July 2015
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 445
Abstract: In this issue’s “Practical Perspectives,” we meet Patti and John. Because of a big job promotion offered by Patti’s employer, the married couple is planning a major cross-country move. Before loading up the truck, however, they sat down with their financial advisor to discuss whether they could claim a federal tax deduction for any of their moving costs.
-
Moneylines: News briefs for businesses
June / July 2015
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 277
Abstract: This issue’s “Moneylines” informs business owners of: 1) recently released IRS tangible property regs for qualifying small companies, 2) results of a 2015 survey indicating moderated optimism regarding the national economy, and 3) an important deadline for companies that accept credit card payments — particularly on a “point of sale” basis.
-
You’ve hit the jackpot! Now what?
June / July 2015
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 674
Abstract: When it comes to financial planning, most people spend their time guarding against things that could go wrong. But there’s a flip side, too — that is, what if something really good happens? This article explains that, while a financial windfall is obviously a nice problem to have, a slow, methodical approach to managing that money is highly advisable.
-
Business continuity planning – Take a 360-degree approach to staying operational
June / July 2015
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 1052
Abstract: Decades ago, business continuity planning focused mainly on the sudden loss of a business owner and perhaps what the company might do if its offices burned to the ground. Then technology took over — and planning began to concentrate on how to preserve mission-critical data and reboot networks as quickly as possible. Today’s business continuity plans must take a 360-degree approach to staying operational. This article addresses key aspects of a contemporary continuity plan. A sidebar offers four steps to handling a server breach.