General & Family Business

Showing 97–112 of 950 results

  • Tackling resistance to innovation

    August / September 2019
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 678

    Abstract: Executives and business owners often find the greatest obstacle to innovation isn’t the change itself, but employees’ resistance to it. Employees may be concerned about their ability to manage or control changes. They may worry about the ways an innovation is likely to alter (or even eliminate) their jobs. This article offers some ways to gain support from employees and notes that companies can ease a transition by acknowledging and addressing the reasons employees might resist it.

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  • Everyone wins with Qualified Opportunity Zones

    August / September 2019
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 701

    Abstract: The Qualified Opportunity Zone (QOZ) program created by the Tax Cuts and Jobs Act (TCJA) provides a tax incentive for investors who realize capital gains to make long-term investments in one of the nearly 9,000 distressed communities in the United States that have been designated QOZs. This article discusses the pros and cons of investing in QOZs. For investors to gain the maximum tax benefits, they need to invest not only capital gains, but time — seven years or more. But the article notes that, if they can hold onto the investment over that period, they’ll make a profit — both for the communities and for themselves.

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  • Traveling light – The tax ramifications of business travel expenses

    August / September 2019
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 850

    Abstract: For some companies, travel still is a significant part of the way they do business. Even if business travel is merely occasional — rather than a way of life — for a business and its employees, it’s important to be aware of how travel expenses are taxed to avoid adverse outcomes. This article explains the tax ramifications of business travel expenses. A sidebar discusses the concept of a “tax home” for purposes of the business-travel deduction rules.

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  • The lowdown on homeowner’s insurance

    June / July 2019
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 426

    Abstract: A homeowner’s insurance policy provides protection against damage from weather events like lightning and hail, as well as fire and theft. Many also offer some coverage for the costs homeowners will incur if they need to live somewhere else while their homes are being repaired after being damaged. But the specific coverage of each policy can vary greatly. This article looks at the different types of policies and what they cover. It suggests that it’s important to regularly review coverage to determine if adjustments are needed.

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  • Consider an SBA loan to grow your business

    June / July 2019
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 629

    Abstract: When searching for small business funding, it’s a good idea to look into the loan programs offered by the U.S. Small Business Administration (SBA). The interest rates and terms can compare favorably with other types of loans. This article explains the basics of how a business can qualify for an SBA loan and provides some examples of the different types of programs available. It also notes that the SBA offers other loan programs geared to, for instance, export financing and veteran-owned businesses.

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  • Are all of your customers profitable for your business?

    June / July 2019
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 767

    Abstract: Owners typically spend a lot of time and energy trying to attract customers to their businesses and keep them, while rarely asking whether those customers are actually desirable ones. This article points out that, while it may seem counterintuitive to intentionally let go of customers, sometimes doing so can create a healthier, more profitable company. The article notes several strategies for evaluating customer value, including tracking their purchase history and sorting them by profitability level.

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  • To have and to withhold – Avoiding surprises on your 2019 tax return

    June / July 2019
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 879

    Abstract: When the TCJA took effect at the beginning of 2018, the IRS updated the withholding tables employers use to determine how much money to withhold from employees’ paychecks. The new tables caused employers to withhold substantially less than they had in the past, which increased paycheck amounts. But this past tax filing season, many people were surprised to receive smaller refunds than they expected. This article advises that, if it’s necessary for employees to increase their withholding, it’s not a good idea for them to wait until the end of the year; it’s better to spread the additional withholding over as many paychecks as possible, so each paycheck bite will be smaller. A sidebar explains that there are better ways to save than to wait for a large annual refund.

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  • Rental real estate investors get guidance on pass-through deductions

    Summer 2019
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 553

    Abstract: The IRS has provided welcome guidance to rental real estate investors seeking to take advantage of the new Section 199A “pass-through” deduction. Notice 2019-07 establishes a safe harbor under which qualifying rental real estate enterprises will be treated as a “trade or business” eligible for the deduction. This article explains the requirements for safe harbor and options available to investors who don’t meet the safe harbor requirements.

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  • Ownership structures – How should you own your vacation home?

    Summer 2019
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 632

    Abstract: Given the unique aspects of vacation home ownership, a limited liability company (LLC) is often the best ownership structure from a management and tax standpoint. This article discusses some of the benefits of the LLC structure, including asset and creditor protection, estate and gift planning considerations, and more.

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  • Choosing an employee retirement plan

    Summer 2019
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 590

    Abstract: Businesses offering their employees a retirement plan for the first time have some tried-and-true choices. This article spotlights four types of plans: traditional and Roth 401(k)s, Simplified Employee Pensions, and SIMPLE IRAs.

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  • Sales tax compliance after Wayfair – “Heads up!” to businesses delivering products or services out of state

    Summer 2019
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 794

    Abstract: Since the U.S. Supreme Court’s landmark 2018 decision in South Dakota v. Wayfair, most states have enacted, begun enforcing or proposed “economic nexus” statutes. These statutes impose sales tax collection obligations on out-of-state sellers based on their economic activities in the state, regardless of whether they have a physical presence in that state. This article discusses the effects of Wayfair, including the concept of “nexus” and steps that businesses must take to comply with state laws.

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  • Tax calendar

    Summer 2019
    Newsletter: Business Matters

    Price: $225.00, Subscriber Price: $157.50

    Word count: 222

    Abstract: This calendar notes important tax deadlines for the second and third quarters of 2019.

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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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