TRE

Showing 145–160 of 233 results

  • Practical Perspectives: Key financial issues for you and your family – Newlyweds get up to speed on life insurance

    April / May 2011
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 515

    Abstract: “Practical Perspectives” in this issue takes a look at Brent and Angela, a newlywed couple who wisely decide to plan for the future. They’ve heard the words “term” and “whole life” (or “permanent”) used in relation to life insurance. But the particulars escaped them. Their financial advisor explains the differences in policies and what the couple should consider in making their choice.

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  • Moneylines: News Briefs for Businesses

    April / May 2011
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 331

    Abstract: This issue’s “Moneylines” discusses 2011 IRS mileage rates for the business use of a vehicle; Inc. Magazine’s predicted top-performing industries for 2011, and what business owners can learn from them; and one survey’s indication of increased hiring this year.

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  • Always an issue – IRS still watchful for misclassified employees

    April / May 2011
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 717

    Abstract: The conflict between the IRS and businesses regarding who is an independent contractor and who is an actual employee is nothing new and will probably always be an issue. This article shows how to keep up to speed on the IRS rules regarding the use and classification of independent contractors. It discusses the different characteristics of employees and contractors and IRS penalties for failing to observe the distinction.

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  • The Tax Relief act of 2010 – Mapping out strategies for individuals

    April / May 2011
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1231

    Abstract: The many provisions of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, passed in December, map out the tax planning terrain for the near future. This article shows the new law’s effect on income and Social Security taxes and the AMT; long-term capital gains and qualified dividends; tax breaks for parents; and the ability to take an itemized deduction for state and local sales taxes in lieu of state and local income taxes. A sidebar discusses how the law affects gift, estate and generation-skipping transfer (GST) rates and exemptions.

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  • Practical Perspectives: Key financial issues for you and your family – Couple considers options with 529 plan

    February / March 2011
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 500

    Abstract: This issue’s “Practical Perspectives” features Bob and Marjene, who opened up a 529 college savings plan for their son — only to watch the recession decrease the value of their account so that they were now $10,000 underwater. But their advisor urged them not to give up on their 529 without considering all the good it could still do.

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  • Moneylines: News Briefs for Businesses

    February / March 2011
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 323

    Abstract: This issue, “Moneylines” takes a look at help for small-business owners looking to implement and maintain retirement plans; why subcontracting can be a worthwhile means of attracting federal contracts; and how smart phones may soon surpass laptops for business users.

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  • A creeping problem – Don’t let a bad personal credit rating sneak up on you

    February / March 2011
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 727

    Abstract: During unsettling economic times, debt can pile up fast. Just a few late payments can significantly hurt a credit score, and simply having more account numbers in circulation can increase vulnerability to credit card fraud and identity theft. This article discusses steps to take that can reduce both these threats.

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  • Returning to the source – A strong cash flow begins with your customers

    February / March 2011
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1162

    Abstract: The source of every company’s cash flow is its customers — and it’s with them that owners can pinpoint ways to keep their business liquid. Improving accounts receivable collections is generally the most immediate way to improve cash flow, but this article also shows how to strengthen relationships and improve marketing efforts. A sidebar discusses sound cash flow management.

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  • Practical Perspectives: Key financial issues for you and your family – Soon-to-be retirees reassess their portfolios

    Year End 2010
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 493

    Abstract: In this issue’s “Practical Perspectives,” we meet Peter and Claire — a married, dual-income couple who abruptly realized that retirement wasn’t far off. What’s more, though they’d kept an eye on their retirement plan and investment portfolios, the couple hadn’t made many changes recently. So they sat down with their financial advisor to discuss the matter.

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  • Moneylines: News Briefs for Businesses

    Year End 2010
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 332

    Abstract: In this issue’s “Moneylines,” we tip readers off to the SBA’s disaster preparedness program, cite the results of a recent study indicating 401(k) loans and hardship withdrawals have been on the upswing, and reveal data from another report that may indicate more companies are moving into overseas markets.

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  • Nothing new, but never more important – ERM takes risk management companywide

    Year End 2010
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 739

    Abstract: Risk management is nothing new in the business world. But, just as risks continually evolve, so do efforts to manage it. This article examines one of the most popular approaches: enterprise risk management (ERM), which manages risk on an integrated, companywide level.

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  • How did you do? – Performing a year end budget review

    Year End 2010
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1132

    Abstract: The end of the year usually has business owners thinking about taxes. But, while year end tax planning is certainly important, conducting a year end budget review is also critical. This article covers the basics to performing a year end review that helps companies determine whether they’ve kept all (or most) of their important financial numbers in line or whether they’re headed for trouble. A sidebar looks at cost control management — a formalized, systematic review of operations and resources with the stated goal of reducing or at least controlling costs at every level.

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  • Practical Perspectives: Key financial issues for you and your family – Newlyweds with blended family look at estate planning

    October / November 2010
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 510

    Abstract: Harlan and Mary are newlyweds, but they aren’t your average 20-something bride and groom. Harlan, age 60, has 30-year-old twin sons, and Mary, age 35, has a 5-year-old. And the couple wants to expand their family by having a child together. This article shows the options they have in devising their estate plans so that beneficiaries are covered according to their wishes.

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  • Moneylines: News Briefs for Businesses

    October / November 2010
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 328

    Abstract: This issue’s “Moneylines” discusses a Supreme Court ruling that nullifies some Public Company Accounting Oversight Board provisions that affected the Sarbanes-Oxley Act; older workers’ greater likelihood of long-term unemployment after a job loss; and decreased consumer spending, which poses a challenge for businesses.

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  • Your money, your choice  – 401(k) loans tempt many in tough times

    October / November 2010
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 709

    Abstract: The uncertain economy has left many people looking for money in new places — including taking out a loan from their 401(k). But there are serious tax-related issues to consider. This article takes a look at the basic rules of 401(k) withdrawals, the tax and other financial disadvantages of doing so, and instances in which one might qualify for a “hardship withdrawal” that doesn’t have to be paid back.

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  • Should you pop for an ESOP? – Rough economy has brought bright side to these arrangements

    October / November 2010
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1140

    Abstract: The recent recession has caused many companies to have lower profits, which in turn means lower values on company shares. But this has made employee stock ownership plans (ESOPs) more affordable and more popular. This article takes a look at what’s entailed in these retirement plans: the difference between leveraged and unleveraged ESOPs, the different tax treatments for S and C corporations, and distribution rules. A sidebar discusses the importance of having an appraisal by a third-party valuator for ESOP purposes.

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