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Showing all 12 results

  • How the CAA affects education funding

    April 2021
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 299

    Abstract: The Consolidated Appropriations Act, signed into law late last year, contains a multitude of provisions that may affect individuals. This article discusses how the law affects college education funding; specifically, student loans and tax credits.

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  • 4 questions you should ask your CPA

    March / April 2017
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 299

    Abstract: Many dealership owners view their external accountant simply as the “number-cruncher” who reviews or compiles financial statements and prepares tax returns. But this article discusses how a CPA also can help sort out other financial issues at a dealership and provides four examples of good questions to ask.

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  • Estate Planning Red Flag – You’re setting up trusts in your home state

    May / June 2016
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 299

    Abstract: While it’s natural to set up trusts in the state where one lives, this may result in losing out on significant benefits available in more “trust-friendly” states. This brief article explores the benefits of moving a trust to another state.

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  • How to use business travel per diems

    Fall 2015
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 299

    Abstract: If employees travel away from home as part of their jobs, their business may be allowed to deduct a portion of the ordinary and necessary expenses associated with this travel. This article sums up the three permissible methods for using the per diem option.

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  • Weddings mean tax changes

    September 2014
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 299

    Abstract: There are important tax issues created by a marriage that warrant some prompt attention following the wedding. This article notes, in particular, changes in name, address, tax withholding, filing status and other circumstances.

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  • Taxing Social Security benefits

    May 2014
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 299

    Abstract: Some taxpayers must include up to 85% of their Social Security benefits in taxable income, while others find that their benefits are not taxable at all. Those who receive income from other sources may have to pay taxes on at least a portion of their Social Security benefits. Income and filing status will also affect whether these benefits are taxable. This article offers a quick way to find out if one’s benefits may be taxable and how to avoid tax time surprises by voluntarily requesting that federal income tax be withheld from benefit payments.

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  • Taxpayer Advocate reports to Congress

    March 2014
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 299

    Abstract: National Taxpayer Advocate Nina E. Olson recently released her annual report to Congress, urging the Internal Revenue Service to adopt a comprehensive Taxpayer Bill of Rights (TBOR) — a step she said would increase trust in the agency and, more generally, strengthen its ability to serve taxpayers and collect tax. This article looks at why she feels the IRS is not performing up to its potential level of effectiveness.

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  • Structuring a tax-free incorporation

    January 2014
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 299

    Abstract: When forming a corporate entity, one method of capitalization is through a tax-free (actually, tax-deferred) exchange. Properly transferring property to a corporation delays the recognition of any gain on that property until a taxable event occurs. This article lists four requirements for a tax-free incorporation.

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  • Final IRS hybrid plan regulations now a reality

    October / November 2011
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 299

    Abstract: Hybrid retirement plans combine features of defined contribution and defined benefit plans. The IRS recently issued final hybrid plan regulations reflecting the changes made by the Pension Protection Act of 2006. This brief article highlights several provisions of the regulation.

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  • Discover new opportunities with joint ventures and strategic alliances

    Fall 2011
    Newsletter: Construction Industry Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 299

    Abstract: For many contractors — particularly smaller ones — a joint venture or strategic alliance offers an opportunity to join forces with other construction companies to achieve business goals that one business couldn’t achieve on its own. This short article explains the difference between these two arrangements and the advantages that both offer to the partners involved.

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  • Estate planning red flag – Your estate plan doesn’t contain a no-contest clause

    May / June 2010
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 299

    Abstract: It’s not uncommon for heirs to contest the terms of wills and living trusts. This short article explains how a no-contest clause — which threatens to disinherit a beneficiary who unsuccessfully challenges a will or trust — can help, even for those residing in states that don’t enforce such clauses.

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  • Make holiday bonuses a part of Christmas past

    Fall 2008
    Newsletter: Manufacturer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 299

    Abstract: Many manufacturers feel obligated to hand out year end holiday bonuses. But in a soft economy, some companies are doing away with bonuses altogether. That’s an option, but a better one may be to replace across-the-board holiday bonus programs with merit-based plans that reward those who deserve extra recognition. This short article provides alternatives to holiday bonuses.

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