TRE
Showing 193–208 of 233 results
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An NOL is nothing to LOL about – Fortunately, a tax break is available
June / July 2009
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 1099
Abstract: In Internet parlance, “LOL” is a commonly used abbreviation for “laughing out loud.” In tax parlance, an NOL — or net operating loss — occurs when a company’s allowable deductions for the tax year exceed its gross income. An NOL is obviously nothing to LOL about. Fortunately, the federal tax code allows a deduction for NOLs that recently has been enhanced for smaller companies. But is it better to carry the loss back as far as possible, and carry any remainder forward? Or is it better to just carry the entire amount forward? This article looks at the ins and outs of this valuable tax break. Also, a sidebar explains that recent legislation has extended the Section 179 initial-year expensing election — so now might be a good time to buy new assets.
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Practical Perspectives: Key financial issues for you and your family – Life insurance leads way to charitable contribution
April / May 2009
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 609
Abstract: In this issue’s “Practical Perspectives,” we meet Tanya, a recent divorcee who’s looking for ways to renew her life. One of her goals is to give more back to her local community. When she mentioned her desire to somehow give to a local charity in a manner more substantial than a simple cash donation, her financial advisor mentioned life insurance.
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Moneylines: News Briefs for Businesses and Individuals
April / May 2009
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 428
Abstract: This section offers four news briefs about: 1) the adjusted 2009 IRS mileage rates, 2) a recent survey indicating that what homeowners don’t know about their mortgages could leave them vulnerable to fraud, 3) one venerable tech research firm’s tips on cutting IT costs, and 4) the results of a recent study indicating that most Americans are dependent on employer-provided health insurance.
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Should your company take a second look at telecommuting?
April / May 2009
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 560
Abstract: Some companies have been slow to try their hands at telecommuting arrangements for a variety of reasons. Perhaps they fear the technology challenges, a drop in productivity or the diminished face time with workers. But, as budgets continue to tighten and credit remains, in many cases, difficult to obtain, the cost benefits of telecommuting beckon reconsideration. This article tells why.
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Choosing your retirement plan beneficiaries – 3 key questions to ask
April / May 2009
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 946
Abstract: One often overlooked aspect of retirement planning is having a strategy for giving away one’s nest egg should one not be around to enjoy it. More simply put, everyone needs to choose his or her retirement plan beneficiaries. This article offers three key questions to ask when making this important choice.
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Don’t shrug off a business valuation – Appraisals can help during tough times
April / May 2009
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 728
Abstract: During tough economic times, it’s understandable that many business owners look to cut any nonessential activities from their operations. And, assuming no specific circumstance warrants it, taking the time to assemble the financial documents and engage a qualified appraiser may not seem particularly essential. Yet, in truth, business valuations shouldn’t be shrugged off quite so quickly. As this article explains, when dark economic clouds threaten, an appraisal can provide just the information you need to find shelter from the storm.
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Practical Perspectives: Key financial issue for you and your family – Soon-to-be retirees still see wisdom in 529 plan
February / March 2009
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 613
Abstract: In this issue’s “Practical Perspectives,” we meet Frank and Alice, a married couple who are a year or two away from retirement. One of the many goals they’d like to accomplish during their golden years is helping to fund their grandchild’s college education. In the last year or two, they’d read a couple of articles about 529 plans but weren’t sure whether these arrangements were still worthwhile. So they visited their financial advisor to discuss the matter.
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Give away your company (to save estate taxes)
February / March 2009
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 601
Abstract: Many business owners count their companies among their most valuable assets. From this perspective, it might seem unfathomable to consider giving away business interests. But, to reduce the estate tax cost at death and enhance the business succession plan, business owners may want to do just that. This article explains why.
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Moneylines: News Briefs for Businesses and Individuals
February / March 2009
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 422
Abstract: This section offers four news briefs about: 1) the Emergency Economic Stabilization Act of 2008 (EESA), 2) the Social Security Administration’s new online calculator, 3) results of a recent survey indicating that executives expect a lengthy siege for obtaining easier financing and achieving strategic success, and 4) a recent report indicating that gas prices are affecting many workers’ daily commutes.
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What now? – Assessing your personal finances in good times or bad
February / March 2009
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 747
Abstract: In economic times like these, many people reach a point where they’re so overwhelmed by all the uncertainty surrounding their finances that they ask, “What now?” Well, perhaps the worst thing to do is to start panicking and the best is to start planning. And even when times are better, reviewing one’s personal finances to make the most of any resurgence is a wise move. This article suggests some key areas to look at.
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You don’t need credit if you have the cash – The fundamentals of cash flow management
February / March 2009
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 959
Abstract: Tight credit has left many businesses scrambling for ways to finance their operations in recent months. Perhaps the simplest solution to this problem is one that often gets lost in the shuffle: cash. If a company’s cash flow is strong, its need for financing may be much less, or at least less pressing. This article reviews some fundamental ways to keep those dollars flowing.
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Practical Perspectives: Key financial issue for you and your family – Busy couple considers cash and car for charity
Year End 2008
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 636
Abstract: In this issue’s “Practical Perspectives,” we meet Harold and Edna, a busy young couple who reached the end of the year only to realize they hadn’t done anyone any good. That is, they’d talked all year about doing some charitable work but, among all their professional, familial and social obligations, they’d just never gotten around to it. So they visited their financial advisor to discuss the idea of donating some cash and a car to charity.
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Moneylines: News Briefs for Businesses and Individuals
Year End 2008
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 456
Abstract: This section offers four news briefs about: 1) how health care costs for employers are not exactly dropping but may be improving, 2) a recent clarification by the IRS regarding the tax treatment of dependents of divorced or separated parents, 3) results of a recent survey indicating that electronic payments bolster the accounts payable process, and 4) a recent report indicating that, despite the uncertain economy, many companies still intend to grant merit raises next year
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3 business financing options in a tight credit market
Year End 2008
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 544
Abstract: In any economy, cash is king. But when the economy makes life a little more difficult, as it has been doing recently, cash’s regality only increases. For this reason, many small to midsize companies are looking to outside financing — in a decidedly tight credit market — for an infusion of dollars. This article offers three options to consider.
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Don’t let your 401(k) get lost in the shuffle – Pay heed to your retirement plan following a job change
Year End 2008
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 881
Abstract: Even under the best of circumstances, changing employers involves a lot of details and stress. Amongst all the challenges, one of the things that can get lost in the shuffle is a 401(k) plan account. This article explains why most people’s best bet is usually to roll over their plans into either a 401(k) at a new employer or an IRA.
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Prime time – Tighten internal controls with a year end fraud review
Year End 2008
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 712
Abstract: Year end is a prime time for businesses to review their operations for ways that unscrupulous employees or external criminals might be able to exploit weaknesses in their internal controls and steal their hard-earned dollars. This article suggests how business owners can, with their CPAs’ help, perform a year end fraud review to catch wrongdoing and make it harder for fraudsters to get away with anything. (Updated: 8/28/12)