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State taxes affect business sales, too
October 2023
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 306
Abstract: Business owners sometimes decide to put their companies on the market. When doing so, they may focus on the federal tax implications of a sale. But there will be state tax implications, too. This brief article touches on some key issues regarding state taxes.
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Estate Planning Red Flag – You haven’t planned for the death of beneficiaries
March / April 2023
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 306
Abstract: When one plans for the disposition of his or her estate, it’s critical to understand what happens if a child or other beneficiary predeceases the person. There’s no one right way to deal with this contingency, but to avoid unintended results the estate plan should spell out, with precise language, how the estate should be divided among loved ones. This brief article details a few scenarios that can play out if vague language is used in an estate plan.
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Hybrid pension plan interest credit rule amendment deadline nears
October / November 2016
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 306
Abstract: The deadline for hybrid pension sponsors to adopt plan amendments bringing them into compliance with key provisions of final IRS hybrid plan regulations is fast approaching: January 1, 2017 (2019 for collectively bargained plans). This article reviews the deadline for transitional amendments to satisfy the regulations’ market rate-of-return rule.
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Estate Planning Pitfall – Your powers of attorney are more than a few years old
August / September 2015
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 306
Abstract: Health care and financial powers of attorney are critical components of an effective estate plan. As this article explains, after executing powers of attorney, it’s important to periodically review them and execute new ones.
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Double duty giving with charitable gift annuities
August 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 306
Abstract: A charitable gift annuity can combine the benefits of an immediate income tax deduction and a lifetime income stream. Also, this article notes that one’s future taxable estate will be reduced for the remainder value of the property transferred to the charity.
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What you need to know about required health insurance coverage for 2014
August 2014
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 306
Abstract: Beginning in 2014, the individual shared responsibility provision of the Affordable Care Act (ACA) requires Americans to have qualifying health insurance (called minimum essential coverage), have an exemption, or pay a shared responsibility penalty with their 2014 individual income tax return, Form 1040. This article defines “minimum essential coverage” and discusses exemptions and penalties.
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Do you have parts smarts?
Spring 2010
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 306
Abstract: Aftermarket parts and accessories and maintenance and repair are the bane of some manufacturers’ existences. For others, they’re one of the most lucrative aspects of their businesses. No matter where a manufacturer falls on the continuum, establishing a parts and service outsourcing agreement with an experienced partner can do wonders for the company’s operations and bottom line. In addition to eliminating the need for in-house aftermarket customer service, using a partner to warehouse and distribute inventory can allow reduction of warehouse personnel and logistics costs. It can also improve distribution speed and order accuracy.