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  • Estate Planning Red Flag – Your trust owns S corporation stock

    January / February 2017
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 339

    Abstract: S corporations must comply with several strict requirements or risk losing their tax-advantaged status. In an estate planning context, it’s critical that any trusts that own S corporation stock — or receive such stock through operation of an estate plan — be eligible shareholders. This brief article details four trust types that are eligible to be S corporation shareholders.

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  • What to tell employees about traditional IRAs vs. Roth IRAs

    August / September 2013
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 339

    Abstract: For many employees, participating in a qualified group retirement plan is the extent of their retirement planning and savings. For others who are able to save more, an IRA can allow them to invest even more for their retirement. This short article reviews the key differences between a traditional IRA and a Roth IRA that should help guide investors when planning for retirement savings.

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  • 50% disallowance rule for meals and entertainment

    April 2012
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 339

    Abstract: Generally, only half of otherwise allowable business meal and entertainment expenses are deductible on one’s federal tax return. This article describes specific expenses that are or are not included and discusses the tax treatment of expense reimbursements or allowances under an accountable vs. a nonaccountable plan.

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  • Moneylines: News Briefs for Businesses

    August / September 2010
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 339

    Abstract: This issue’s “Moneylines” takes a look at increased IRS scrutiny of small businesses and individuals who misclassify employees as independent contractors. It discusses who has been lending to small businesses since passage of the Troubled Asset Relief Program (TARP), and who hasn’t. And it mentions a survey that shows increasing optimism among small-business executives.

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  • Head out on the highway – Prepare for HVUT before you hit the road

    Summer 2009
    Newsletter: Manufacturer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 339

    Abstract: This short article discusses the ins and outs of the Heavy Vehicle Use Tax (HVUT), which applies to manufacturers that transport heavy materials using vehicles that have a taxable gross weight of at least 55,000 pounds.

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