TRE

Showing 177–192 of 233 results

  • Practical perspectives: Key financial issues for you and your family – Savvy planner readies for 2010 IRA rule changes

    Year End 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 590

    Abstract: Gerald is a 63-year-old physician who rolled over his traditional 401(k) into a traditional IRA when he left his hospital position to start his own practice. The tax-deferred contributions seemed like a good idea at the time, but he has no intention of retiring within the next decade. Thus, he’s bothered by the account’s required minimum distributions (RMDs), which he’ll have to start taking after he turns age 70½. Converting to a Roth IRA would solve that problem, but his high income disqualifies him from doing so. But, as his advisor explains, that will change in 2010.

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  • Moneylines: News Briefs for Businesses

    Year End 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 420

    Abstract: This issue’s topics: An anti-identity-theft rule that’s in effect for companies that offer any sort of credit arrangement; the lack of competition among health insurance providers; pay increases that are expected to be only minimal in 2010; and more large companies seeking bank loan covenant amendments.

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  • Fraud has struck! What now? – A contingency plan can help minimize fallout, expedite investigation

    Year End 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 772

    Abstract: When fraud strikes, panic is a common but not very desirable response. Having a fraud contingency plan can help ensure that a business will know just what to do to minimize the fallout from a fraud incident and get the investigation underway immediately. It involves taking an honest look at the types of fraud most likely to be attempted, and how to respond if controls are breached. This includes having the right members for a fraud investigation team and communicating effectively with employees, the public and other stakeholders. A good fraud contingency plan should be integrated into a greater suite of risk management programs.

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  • Charitable giving – Noncash donations can take many forms

    Year End 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1023

    Abstract: Donating cash might be an easy way of supporting a charity, but it’s not necessarily the best. Rather than hurting personal cash flow by lowering the balance on one’s bank account, it might be better to look to other assets to serve as a valuable donation — with some helpful tax benefits. This article discusses donating a home, a vehicle, art or other collectibles, or appreciated stock, while a sidebar shows the different costs involved in donating cash, stock, real estate or collectibles.

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  • Practical Perspectives: Key financial issues for you and your family – Restaurateurs learn basics of wealth management

    October / November 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 581

    Abstract: This article looks at the case of Tim and Roberta, who run a popular restaurant/catering service in a well-to-do suburban area. Recently, the couple has started worrying about whether they’re doing enough to manage and protect the assets they’ve worked so hard to build up over the years. Their advisor lists four specific steps they should take in cooking up a sound, comprehensive wealth management plan.

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  • Moneylines: News Briefs for Businesses

    October / November 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 445

    Abstract: This issue’s “Moneylines” looks at tax breaks available only in 2009; how companies with defined-benefit plans are suspending 401(k) matches; the prevalence of intentional and unintentional software piracy within companies; and why it may be helpful to check with one’s banker about the coming year’s credit market and what one can do to maintain their own good standing.

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  • Time to review your business structure options

    October / November 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1057

    Abstract: As business owners gather their tax-related information and documentation, one major issue they may want to review is whether their business structure still best suits their company’s needs and situation. Many smaller businesses start life as a sole proprietorship or partnership, so the prospect of a business structure change often occurs when a company’s ownership decides to incorporate. This could involve a switch to a C corporation or an S corporation — or, to strike a balance between partnership and incorporation, a limited liability company (LLC). This article looks at the tax and liability ramifications of these various options, while a sidebar lists the considerations involved in the choice between a C and an S corporation structure.

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  • Be the early bird – Thinking about taxes now can pay off later

    October / November 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 733

    Abstract: Many people don’t start thinking about taxes until well after the first of the year. But thinking about taxes now, before time pressure may result in poor decisions, can really pay off. By working with a tax advisor to project income, deductions and tax liabilities for 2009 and 2010 — and beyond, if possible — it may be possible to shift income and deductions between tax years to minimize one’s overall tax burden, or at least to defer taxes. But there are pros and cons with particular strategies.

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  • Practical Perspectives: key financial issues for you and your family – What to consider when a family member asks for a loan

    August / September 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 535

    Abstract: This issue examines the case of Irving, Veronica and Irving’s sister Patricia, who has lost her job and is in desperate need of a loan. Before they make a decision, Irving and Veronica visit their financial advisor, who explains the steps that are necessary to formalize the loan and to avoid negative tax consequences.

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  • Moneylines: News Briefs for Businesses

    August / September 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 419

    Abstract: This issue’s “Moneylines” discusses slower customer payments being experienced by some businesses, while others’ owners are forgoing their own salaries to keep their enterprises afloat. There’s also increased usage of “cloud computing,” and one study shows that surfing the Internet at work might not be the productivity-killer that many have feared.

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  • How do you hold title to your assets? – The answer could affect your estate plan

    August / September 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1088

    Abstract: The manner in which you own — or “hold title” to — your assets can have a big effect on how and whether those assets are passed on to your heirs according to your wishes. But there are three key ways to hold title assets, each of which could affect the feasibility of your estate plan: joint tenancy with the right of survivorship; an irrevocable life insurance trust; and a credit shelter (or “bypass”) trust. A sidebar notes current and potential changes in the estate tax exemption.

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  • Retaining your best staff in a down economy

    August / September 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 831

    Abstract: With rising unemployment numbers getting plenty of media attention over the past year or so, it may seem counterintuitive to worry about retaining staff. Yet a star employee moving on to greener pastures during tough economic times is hardly an impossibility. And your remaining employees may feel unsettled when key staff depart, hurting their productivity and leaving them eyeing the exits. For these reasons, it’s important to brush up on some best practices in staff retention. These include relevant training, a challenging environment, work-life balance and employee empowerment. And a sidebar points out that, for those who do leave, an exit interview can provide important lessons.

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  • Practical Perspectives: Key financial issues for you and your family – Couple revs up some tax advice for vehicle purchase

    June / July 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 578

    Abstract: In this issue, we meet Debbie and Alex, who’d read about the vehicle-related provisions of the American Recovery and Reinvestment Act of 2009 (ARRA), and wanted to put one of its new tax deductions to good use. To discuss this and other vehicle-related tax breaks, they gave their financial advisor a call.

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  • Moneylines: News Briefs for Businesses and Individuals

    June / July 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 416

    Abstract: This issue’s Moneylines discusses expanded tax breaks for education; how some companies are using furloughs to avoid or delay layoffs; increased savings rates among Americans; and the danger of data theft by ex-employees.

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  • Bartering surges as cash flows dwindle

    June / July 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 579

    Abstract: Bartering isn’t just something done by enthusiastic vendors at exotic ports of call. As many companies’ cash flows dwindle, the practice of trading for goods or services is very real — and surging. Many businesses are finding it a good way to combat today’s credit-stingy economy. Step inside this article to see if it’s right for you, and where you might start.

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  • The ABCs of LTC – Long-term care policies still make sense for some

    June / July 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 702

    Abstract: Although you might regard a long-term care (LTC) insurance policy as a nonessential expense at the moment, procuring such coverage may still be the right move. Deciding whether you fit the bill entails learning some of the ABCs of LTC: Adjust your expectations, Beware of limitations, and Consider the tax impact. This article discusses some of the details.

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