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Estate Planning Red Flag – You haven’t created a “road map” for your estate plan
March / April 2018
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 325
Abstract: A will, trusts and other official estate planning documents may not be enough to ensure wishes are properly carried out. Creating a “road map” can help. This brief article explains what such a map should include.
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Reimbursement road map for sponsor services
Year End 2017
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 325
Abstract: When retirement plan sponsors perform administrative services on behalf of the plan, they can be reimbursed by the plan for those services. This brief article examines why meticulous expense documentation is essential and reviews a recent case on the subject.
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Are award points taxable?
Spring 2015
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 325
Abstract: The IRS has made recent efforts to collect taxes on income that taxpayers earn from all types of sources, including award points, which are available today for a wide range of activities, from keeping a minimum balance in your bank account to charging a certain amount on your credit cards. This article explores the impact of a recent court ruling involving award points, Parimal H. Shankar v. Commissioner of Internal Revenue. The article also cites other often-overlooked income that should be reported.
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Moneylines: News briefs for businesses
October / November 2012
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 325
Abstract: In this issue, “Moneylines” looks at how accounting rules may soon get easier for privately held companies; a survey indicating the reluctance of many small businesses to expand this year; and a survey that shows that companies have mixed feelings about social media.
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Streamline your production processes with VSM
Summer 2012
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 325
Abstract: Value stream mapping (VSM) is a valuable lean-manufacturing tool, and is well suited for a broad range of industries and processes. Lean practitioners of all levels use VSM to evaluate their practices. This short article discusses how a company can implement VSM to benefit its bottom line.
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3 retirement benefits options for small businesses
August / September 2009
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 325
Abstract: For small business owners, a 401(k) plan may be impractical. Yet helping employees save for their retirement is a perk for many businesses. This brief article explains three possible alternatives, and two of them allow employees to save quite a bit more than they can with a traditional IRA.
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Estate planning pitfall – You haven’t reviewed your estate plan since your divorce
June / July 2009
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 325
Abstract: A divorce settlement typically takes care of issues such as jointly owned real estate, bank accounts and other property. But, if you’re divorced, is your spouse still a beneficiary of any life insurance policies, retirement accounts or irrevocable trusts? Is he or she still an agent for your health care issues, or have power of attorney for financial matters? These are reasons why you may need to review your estate plan.