MTC
Showing 193–208 of 262 results
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Stay on the lookout – 3 major types of employee fraud threaten most companies
Fall 2011
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 439
Abstract: More employees may be using the difficult economy to rationalize committing fraud against their employers. This article looks at three categories of crime that employers should watch out for: asset misappropriation, corruption, and fraudulent financial statements.
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Keeping up with your life insurance needs
Fall 2011
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: The appropriate life insurance coverage tends to change throughout one’s lifetime. What’s suitable for a young adult will likely not provide adequate protection later on. So it’s important to keep up on the amount and type of coverage that’s necessary. This article examines the kinds of coverage that are appropriate in different situations, and explains the difference between term and permanent life insurance.
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Not fade away: Rolling over a 401(k) plan
Fall 2011
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 661
Abstract: Rolling over a previously established 401(k) can simplify and consolidate the management of retirement accounts, and a number of different paths are available. It may be advantageous to roll the funds into a new 401(k) or an IRA, either directly or indirectly. Or, if one is facing a medical or financial emergency, it’s possible to cash out a 401(k) instead of rolling it over — but doing so is risky. This article explains the pros and cons of the various options.
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Year end tax planning – Depreciation-related tax breaks still beckon businesses
Fall 2011
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 905
Abstract: The tax code has long offered businesses the opportunity to lower their tax bills by claiming depreciation-related breaks, and accelerating asset purchases into the current tax year can accelerate the tax savings. But time is running out on a couple of these breaks in their current form (though Congress might extend them). This article discusses current rules regarding the Section 179 expense deduction, along with this year’s accelerated depreciation and 100% bonus depreciation. A sidebar examines whether vehicle purchases are eligible for these breaks.
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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.”
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.