TRE
Showing 129–144 of 233 results
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Moneylines: News briefs for businesses
Year End 2011
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 329
Abstract: This issue’s “Moneylines” takes a look at recent Americans with Disabilities Act (ADA) regulation changes that heighten employers’ risk; a survey showing that many CFOs aren’t confident in the work of their employees and others who provide IT support; and a survey showing a recent drop in the numbers of employees experiencing financial stress.
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Practical Perspectives: Key financial issues for you and your family – Soon-to-be retirees ponder downsizing their home
Year End 2011
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 503
Abstract: In this issue, “Practical Perspectives” looks at the case of Gail and Allen, who visit their financial advisor to discuss the notion of buying a smaller home soon after they retire in the near future. Their advisor points out some of the factors they should consider, such as whether they have enough cash for a down payment, whether they can afford home ownership during retirement when their income is lower, and the potential difficulty of getting a mortgage for the smaller home.
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The when and what of charitable donations
Year End 2011
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 708
Abstract: With one year ending and another beginning, many are considering donating to qualified charities. But there are tax ramifications involved. This article examines the “when” and “what” of charitable giving. It discusses the timing of gifts and the use of charitable remainder trusts, along with the kinds of gifts that might be the most tax advantageous.
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M&A today – It could happen to you
Year End 2011
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 1207
Abstract: Whether their company is struggling or leading, it behooves every savvy business owner to stay up on the fundamentals of mergers and acquisitions. This article discusses some of the questions that a prospective buyer or seller should ask before deciding to proceed. It looks at the timing of a transaction, along with strategic considerations, due diligence, taxes and sale structure. A sidebar stresses the importance of having an integration plan already in place when the sale occurs.
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Practical Perspectives: Key financial issues for you and your family – Tax-conscious investor looks into QSB stock
October / November 2011
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 507
Abstract: In this issue, “Practical Perspectives” discusses the case of Emily, who paid a visit to her financial advisor to talk about the latest capital gains rules. He explained that, if she were to buy qualified small business (QSB) stock by Dec. 31, 2011, and hold it for more than five years (and meet other requirements), she would garner a full 100% gain exclusion when she sold the stock.
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Moneylines: News briefs for businesses
October / November 2011
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 317
Abstract: This issue’s “Moneylines” takes a look at the latest IRS mileage rates; why the indirect costs of a fraud can be higher than the theft cost; and the top four concerns of retailers, according to a recent survey.
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Manage your wealth with gift tax planning
October / November 2011
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 742
Abstract: Anyone interested in smartly managing his or her wealth needs a gifting strategy — both for estate planning purposes and for minimizing the taxes they and their loved ones could face in the here and now. This article shows the benefits of creating a family limited partnership (FLP) or a family limited liability company (FLLC) to transfer interests in a family business, and the tax advantages of establishing certain trusts — such as grantor retained annuity trusts and charitable lead annuity trusts.
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The state of your business structure – Different entity types have varying tax impact
October / November 2011
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 1147
Abstract: Although the variances among most of the major business entity types aren’t drastic, they can be notable enough to make it worthwhile to review the state of one’s business structure. This article takes a look at the fundamental tax impact of each of the major entity types in use today: S and C corporations, general and limited partnerships, and limited liability companies. A sidebar explains that businesses of any entity type can benefit from two depreciation tax breaks this year.
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Practical Perspectives: Key financial issues for you and your family – Life settlement piques curiosity of well-read retiree
August / September 2011
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 506
Abstract: In this issue, “Practical Perspectives” takes a look at Donald, a retiree who was piqued by a newspaper article’s report of an arbitration panel requiring an insurance company to pay millions for its involvement with life settlements. Donald was curious because he had a $3 million permanent life insurance policy he might be willing to part with if he could get something for his years of investment. This article describes his financial advisor’s advice.
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Moneylines: News briefs for businesses
August / September 2011
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 333
Abstract: This issue’s “Moneylines” takes a look at a survey finding a decline in the collective health of U.S. workers with employer-sponsored health care insurance; increased IRS scrutiny of the wealthy; and growing optimism among owners of midsize companies regarding hiring and revenue and profit growth.
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Business owners should consider a Roth 401(k)
August / September 2011
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 758
Abstract: The Roth IRA has become a well-known type of retirement plan, but the Roth 401(k) is also a benefits option worth considering. This article explains the Roth 401(k) in relation to Roth IRAs and traditional 401(k)s — particularly in terms of distributions and taxation.
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Estate planning for married couples – Have credit shelter trusts become obsolete?
August / September 2011
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 1199
Abstract: A credit shelter trust (or “bypass” trust) preserves one’s estate tax exemption for eventual tax-free disposition of assets to children while first benefiting one’s spouse for the remainder of his or her life. However, some may feel that this trust is obsolete, due to the recent increase in the estate tax exemption and the availability of exemption “portability.” But, as this article explains, the benefits of this trust should be valuable for years to come. A sidebar explains why those who currently have a credit shelter trust should review the documentary language to make the most of the estate tax exemption, regardless of the amount it may be in the years ahead.
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Practical Perspectives: Key financial issues for you and your family – Green housing upgrades cheer up would-be sellers
June / July 2011
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 481
Abstract: In this issue, “Practical Perspectives” visits Matt and Sylvia, who consult their financial advisor regarding their summer rehab plans. Their advisor explains how energy-efficient home upgrades — for both their home and car — would be good not only for the planet, but potentially also for their tax bill.
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Moneylines: News briefs for businesses
June / July 2011
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 329
Abstract: This issue’s “Moneylines” examines how workers feel about whether they’re prepared for their retirement; a greater scope of responsibilities being placed on CFOs; and a revised Google algorithm that may have altered where companies show up on a results page.
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FIFO vs. LIFO – A worthy comparison
June / July 2011
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 771
Abstract: One way companies that produce, buy or sell merchandise can potentially reduce their taxable income is by switching from the first-in, first-out (FIFO) inventory method to the last-in, first-out (LIFO) approach. But an accounting method switch could affect something beside their tax bill — namely, their financial statements. So it’s not an endeavor to take lightly. Nonetheless, this article shows why comparing FIFO to LIFO every so often is worthwhile.
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Could you get through? – Create a personal financial crisis management plan
June / July 2011
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 1164
Abstract: Although there’s no sure-fire cure for every financial disaster, a personal financial crisis management plan can help to mitigate and resolve the mess. This article explains why there’s more to an effective plan than just having insurance. It involves a variety of issues, ranging from short-term cash needs to long-term estate planning. A sidebar offers four warning signs of an impending financial disaster.