339
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Estate Planning Red Flag – You own property jointly with a child or other family member
November / December 2022
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 339
Abstract: There’s a common misconception that owning assets jointly with a child or other heir is an effective estate planning shortcut. While this strategy has a certain appeal, it can invite a variety of unwelcome consequences that may quickly outweigh any potential benefits. This brief article details the advantages and disadvantages of owning property jointly with a child.
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Estate Planning Red Flag – You named your child or grandchild as beneficiary of your IRA
November / December 2021
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 339
Abstract: If an individual has a traditional IRA that designates his or her child or grandchild as beneficiary, it’s important to consider the potential tax impact of the SECURE Act, which took effect in 2020. This brief article explains how the SECURE Act limited the benefits of so-called “stretch IRAs” and offers alternative strategies to naming a child or grandchild as beneficiary of an IRA.
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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.