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Estate Planning Red Flag – You own one or more guns
May / June 2022
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 311
Abstract: When it comes to estate planning, not all assets are created equal. For those who own one or more guns, careful planning is required to avoid running afoul of complex federal and state laws. Without proper planning, there’s a risk that the government will confiscate the guns or that an estate’s executor, trustees or beneficiaries will inadvertently commit a felony. This brief article explores the complications of incorporating one’s gun collection in his or her estate plan.
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What landlords should know about rental income and expenses
April 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 311
Abstract: Accounting for rental income might at first seem like a simple concept, but in practice it may not be so simple. What is the difference between “rental income” and “advance rent”? How does one account for a security deposit, or property or services received in lieu of rent? How is personal use of a vacation home or other rental property treated? This article addresses those questions.
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Estate Planning Pitfall – Watch out for IRA traps
October / November 2014
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 311
Abstract: An IRA can be a valuable estate planning tool, offering tax-deferred growth (tax-free in the case of a Roth IRA) and asset protection. But two recent developments create traps for the unwary: the “one-rollover-per-year” rule and an inherited IRA’s exposure to creditors in the event of bankruptcy. This article looks at the details of each.
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Are you prepared to be an executor?
September / October 2013
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 311
Abstract: Being asked to be an executor might be considered an honor, but many responsibilities are involved. This brief article describes those responsibilities and what a person should do if they accept the challenge but find that they can’t handle everything.
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Estate Planning Pitfall – You haven’t reviewed your trusts this year
August / September 2013
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 311
Abstract: If an estate plan includes one or more trusts, it’s a good idea to review them in light of recent tax law changes. Higher income taxes — on individuals as well as trusts — may make it advisable to rethink the way the trusts are structured. This article discusses recent tax hikes for “high earners” and why it might be beneficial to convert a grantor trust to a nongrantor trust.
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Should your company provide earnings guidance?
April / May 2013
Newsletter: Public Company Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 311
Abstract: Public companies aren’t required by the SEC to provide earnings forecasts or guidance. But securities analysts and shareholders often expect these quarterly estimates of projected earnings. So companies need to weigh the pros and cons of making earnings guidance announcements for themselves. This article explains what companies should do if they decide to discontinue providing earnings guidance.
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Start organizing your tax records now!
August / September 2012
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 311
Abstract: As summer fades into fall, it’s the perfect time to start organizing 2012 tax records. By gathering information about year-to-date income and deductions now, one can consider actions that could minimize taxes. Being organized is especially important in 2012, given the uncertainty about what will happen with the tax law. Tax rate increases are scheduled for 2013, but it’s important to be ready to quickly adjust strategies should tax law changes be passed before then. This article lists some of the documents to compile to support deductions and credits.
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FASB’s goodwill proposal is good news for many companies
August / September 2011
Newsletter: Public Company Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 311
Abstract: Recently, the Financial Accounting Standards Board published a proposed Accounting Standards Update (ASU) that would simplify goodwill impairment testing. The proposal would allow companies to use a qualitative approach to identifying potential impairment. This article lists several examples of qualitative factors that, according to the proposed ASU, should be examined.
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Estate Planning Red Flag – You’re transferring S corporation stock to an ineligible trust
January / February 2009
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 311
Abstract: S corporations are subject to a number of strict requirements. If a person transfers S corporation stock to an ineligible trust, he or she risks losing the corporation’s tax-advantaged status. This short article explains the three trust types that can hold S corporation stock.
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5 ways to fire up your sales staff
November / December 2008
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 311
Abstract: Generating a positive environment for your sales staff is more important now than ever, even though it might be a hard match to light these days. This article presents some ideas for helping you better understand your sales force and the best ways to motivate them.