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Showing 17–32 of 233 results
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Practical Perspectives: Key financial issues for you and your family – Parents of college-bound son look ahead to tax time
August / September 2016
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 455
Abstract: This issue’s “Practical Perspectives” introduces Allison and Jerry, whose oldest child is heading off to college in the fall. The couple wanted to get some specifics on how his college costs might affect their tax bill, so they paid their CPA a visit. She explained how recent tax legislation positively affected two notable education-related breaks: the American Opportunity credit and the above-the-line deduction for qualified tuition and related expenses.
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Moneylines: News briefs for businesses
August / September 2016
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 269
Abstract: This issue’s “Moneylines” presents three timely items for business owners: 1) a notification that new accounting rules are on the way for companies that follow U.S. GAAP, 2) survey results showing that employee expense reporting fraud is substantially impacting many employers, and 3) indications that businesses operating internationally are expecting healthy profits from their overseas activities.
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Investors, start planning now for the NIIT
August / September 2016
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 674
Abstract: For investors, now’s the perfect time to start projecting their respective incomes for the rest of the year. Why? In a word, taxes — namely, the net investment income tax (NIIT). This article explores the rules of the NIIT and offers strategies for coping with its impact.
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Buying in to the right buy-sell agreement – Understand the tax consequences before you sign off
August / September 2016
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 1076
Abstract: Buy-sell agreements are binding contracts that determine how (and at what price) ownership shares of a business will change hands should an owner depart for any reason. This article describes the purpose of a buy-sell, explains how they’re typically funded and explores a particular tax risk for C corporations. A sidebar warns of the dangers of using boilerplate valuation formulas for a buy-sell agreement.
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Practical Perspectives: Key financial issues for you and your family – Couple planning wedding gets started on their taxes
June / July 2016
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 452
Abstract: This issue’s “Practical Perspectives” introduces Addison and Melissa, a young couple planning their wedding. As working professionals, both were concerned about how to ensure their taxes would be in order as soon as the vows were spoken. So they sat down with their tax advisor to discuss some initial steps to adjusting to life as married taxpayers.
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Moneylines: News briefs for businesses
June / July 2016
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 288
Abstract: This issue’s “Moneylines” presents three timely items for business owners: 1) a reminder to check the latest IRS rules on valuing an employer-provided vehicle’s personal use, 2) the top concerns of midsize business owners, according to a study released earlier this year, and 3) survey data revealing what drives job satisfaction among executives.
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Do you have your own wealth management plan?
June / July 2016
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 682
Abstract: Everyone should have a wealth management plan. But taking a boilerplate approach could prevent a person from achieving his or her specific goals. This article raises some key points to consider when devising a truly customized plan.
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Multistate taxation of businesses – The rise of market-based sourcing
June / July 2016
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 1056
Abstract: Many businesses are finding it more feasible to operate across state lines. But therein lies a risk: Doing so means possibly being subject to taxation in that state. This article reviews the concept of “nexus” and discusses the recent rise of “market-based sourcing.” A sidebar looks at the types of taxes that companies typically face in other states.
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Practical Perspectives: Key financial issues for you and your family – Back-to-work mom learns of child and dependent care credit
April / May 2016
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 452
Abstract: This issue’s “Practical Perspectives” introduces Julia and Marc, a married couple who just had their second child. Julia has decided to rejoin the workforce so, for the first time, they’ll have a child in day care. The couple was happy to learn that there’s a tax break that could benefit them — the child and dependent care credit — and they visited their tax advisor to learn more about it.
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Moneylines: News briefs for businesses
April / May 2016
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 259
Abstract: This issue’s “Moneylines” presents three timely items for business owners: 1) a reminder to review the business-tax provisions of the recently passed PATH Act, 2) encouraging progress on managers and employees attaining work-life balance, and 3) the persistent problem of businesses not learning about software failures until employees report the problems.
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Integrating small business stocks into your portfolio
April / May 2016
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 674
Abstract: Late last year, Congress made permanent the exclusion of 100% of the gain on the sale or exchange of qualified small business stock acquired and held for more than five years. This article explains why, in light of this substantial tax break, investors may want to diversify their portfolios with this type of stock. The article does warn, however, that the rules involved are complex.
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Welcome to the 1099 economy – Independent contractor scrutiny shows no signs of diminishing
April / May 2016
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 1078
Abstract: More and more businesses are turning to independent contractors to meet labor needs. But, as they do, the IRS continues to scrutinize whether many of these independent contractors are actually employees. This article explores the agency’s interest, poses key questions to consider, and checks in on the IRS’s Voluntary Classification Settlement Program. A sidebar looks at another important compliance issue related to independent contractors: the Department of Labor’s “economic realities” test.
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Practical Perspectives: Key financial issues for you and your family – Couple studies up on allowable medical deductions
February / March 2016
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 447
Abstract: This month’s “Practical Perspectives” introduces Laurie and Tim, a married couple who have been fortunate enough to live relatively healthy lives thus far. But, as both turned 40, the medical expenses began to pile up. So they visited their tax advisor, who explained that it’s important to know which health care costs are tax-deductible.
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Moneylines: News briefs for businesses
February / March 2016
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 275
Abstract: This issue’s “Moneylines” presents three timely items for business owners: 1) a notable uptick in employers’ use of automatic enrollment and matching in their 401(k) plans, 2) greater concern among professional risk managers regarding cyber threats, particularly customer data breaches, and 3) the latest IRS-mandated per diem rates that traveling employees can use to substantiate their on-the-road business expenses.
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No mystery: Meeting with family about estate planning
February / March 2016
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 690
Abstract: An estate plan shouldn’t be a mystery. To keep surprises to a minimum, it’s a good idea to hold occasional, if not regular, family meetings to discuss the plan. This article looks at some key points to consider when setting up these critical and informative gatherings.
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Employee stock ownership plans – Offering your staff the ultimate “buy in”
February / March 2016
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 1064
Abstract: With an employee stock ownership plan (ESOP), employee participants literally take part ownership of the business through a retirement savings arrangement. Meanwhile, employers aim to benefit from an extra-motivated workforce, some potential tax breaks and a relatively smooth path to succession planning. This article describes the practical benefits, implementation parameters, tax impact and considerable challenges of these plans. A sidebar serves up some interesting ESOP-related statistics.