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Showing all 9 results
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DOL has increased scrutiny of defined benefit plans
October 2018
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 349
Abstract: Sponsors of defined benefit plans — commonly known as pensions — might be facing tighter scrutiny from the DOL. Just last year, the agency’s Employee Benefits Security Administration ramped up pension audits in its Philadelphia office and later decided to do so elsewhere. This article highlights what the DOL is focusing on in its audits.
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Taking advantage of the PATH Act – Tax breaks for buying fixed assets and equipment are here to stay
Summer 2016
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 349
Abstract: New rules for companies that purchase fixed assets and equipment make the tax treatment of purchases such as computers, software, office furniture, telecommunications equipment, and heating and air conditioning units more beneficial to businesses. This article explains these permanent tax breaks, a result of the Protecting Americans from Tax Hikes (PATH) Act of 2015.
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Studies support pairing auto-escalation with auto-enrollment
June / July 2016
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 349
Abstract: Auto-enrolling 401(k) plan participants without also incorporating an auto-escalation feature might be a counterproductive exercise. Survey data suggests that average 401(k) plan deferral rates have been trending downward even though more employers are adopting auto-enrollment. The apparent culprit: low auto-deferral rates. This brief article highlights how to use both auto-enrollment and auto-escalation clauses to help benefit employees.
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Monitoring Section 530 eligibility
April 2014
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 349
Abstract: As the IRS continues to focus on worker classification, it has become increasingly important that eligible businesses take precautionary steps to ensure compliance with Section 530 to avoid a costly reclassification. Section 530 of the Revenue Act of 1978 allows the business to treat a worker as an independent contractor (i.e., as not being an employee) for employment tax purposes regardless of the worker’s status under the common law control rules. But, as this article explains, certain requirements must be met, and failure to comply can result in significant penalties.
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Don’t get caught in a beneficiary battle – Keep beneficiary designations up to date
April / May 2013
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 349
Abstract: When employees sign up to participate in a group retirement plan, one of the documents they complete is a beneficiary designation form. It’s a form that should be reviewed and updated when appropriate, as demonstrated by a recent court case. This brief article summarizes the case and its importance.
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“Acts of greenness” you can do now
May / June 2011
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 349
Abstract: Dealerships sprinkled across the nation are becoming environmentally conscious business leaders through some impressive new-construction choices. But this article offers some tips for making a dealership greener this year without even turning a brick. Many are free or inexpensive.
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Estate Planning Red Flag – You’re leaving your IRA to a child
November / December 2010
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 349
Abstract: Many people designate a child or other young person as beneficiary of an IRA. But there’s a downside to doing so: Unless the child is a minor, he or she obtains full control over the IRA, so there’s nothing to stop him or her from taking larger distributions or even cashing out the entire account. One solution that preserves the IRA for as long as possible is to name a trust as its beneficiary and then name the child as the trust’s beneficiary. This short article explains why designating a minor as the beneficiary of an IRA isn’t advisable.
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Construction Success Story – Contractor builds Web site to sell spec houses
September / October 2008
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 349
Abstract: In this issue’s “Construction Success Story,” we tell the tale of a residential contractor with several spec houses on the market who was concerned that her homes weren’t getting the attention they deserved, despite the number of unique and desirable features she had built in. She discussed the problem with her financial advisor, and the two agreed that a Web site might add visibility and help build profits.
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Estate Planning Pitfall – You and your spouse own most of your property as joint tenants
April / May 2008
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 349
Abstract: There’s a common misconception that holding property as joint tenants with rights of survivorship is an effective estate planning technique. But if a person’s wealth exceeds the $2 million estate tax exemption and that person and his or her spouse own most of their property as joint tenants, the person is losing out on valuable estate planning opportunities. This short article discusses a better strategy: owning property as tenants in common.