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Estate Planning Pitfall – You haven’t recently updated your powers of attorney
October / November 2023
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 337
Abstract: Health care and financial powers of attorney are critical components of an effective estate plan. Indeed, while much of a person’s estate plan focuses on actions that take place after death, it’s equally important to have a plan for making critical financial or medical decisions if one is unable to make them for his or herself. This brief article explains why it’s important to frequently update powers of attorney documents.
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Tax advantages of small business stock
November 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 337
Abstract: A taxpayer who realizes large capital losses — but no capital gains — on sales of corporate stock owned personally will find that the tax benefit from the capital losses may have to be spread over many years in the future. However, Section 1244 is a tax provision that allows one to treat losses incurred from the sale of qualified corporate stock as an ordinary (rather than capital) loss. That’s beneficial because an ordinary loss offsets ordinary income. This article explains Section 1244 stock and what a stock must do to qualify.
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Sorting out Employer Shared Responsibility provisions that apply to your business
November 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 337
Abstract: The Affordable Care Act contains specific responsibilities for employers, but the size and structure of their workforce — small, large, or part of a group — help determine what applies. This article discusses some of the obligations that different employers face — particularly those who are considered an Applicable Large Employer (ALE).
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Estate Planning Pitfall — You’re unsure whether you need to file a 2012 gift tax return
Year End 2012
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 337
Abstract: Anyone transferring anything of value to another person during 2012 needs to consider whether it’s necessary to file a gift tax return. Some transfers require a return even if no tax is owed. And, in some cases, it’s desirable to file a return even if it’s not required. This article lists criteria that should be a part of the decision.
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Moneylines: News briefs for businesses
February / March 2012
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 337
Abstract: This issue’s “Moneylines” cites several recent surveys. One measures the confidence of small to midsize business owners regarding their business prospects in the upcoming six months; another shows that many companies are rushing into cloud computing unprepared; and yet another reveals that small to midsize businesses are vulnerable to corruption.
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Estate Planning Pitfall – You haven’t properly funded your living trust
April / May 2011
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 337
Abstract: Probate can be costly and time consuming, and its public nature raises privacy concerns. An effective tool for avoiding probate is a revocable, or “living,” trust. It can also be used to manage assets if one becomes incapacitated. For it to work, one must transfer assets to it that would otherwise go through probate. Once the estate plan is complete, however, it’s easy to overlook the need to transfer later-acquired assets to the trust. This article explains the procedures for transferring assets, and which assets shouldn’t be transferred to a trust.
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Moneylines: News Briefs for Businesses
June / July 2010
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 337
Abstract: This issue’s “Moneylines” takes a look at how the new health care bill will affect companies’ medical benefits; a survey showing that corporate accounting accuracy has improved; and a sharp increase in the number of companies that are getting into social networking.