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  • Enhanced charitable deductions in 2021

    Summer 2021
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 367

    Abstract: Those who are charitably inclined should keep in mind that last year’s CARES Act — supplemented by the Consolidated Appropriations Act of 2021 (CAA) — enhanced several charitable tax incentives for donations made through the end of 2021. For individuals who itemize, eligible charitable donations in 2021 are deductible up to 100% of adjusted gross income, a jump from 60%. This article discusses the requirements for this deduction as well as the above-the-line deduction for non-itemizers.

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  • How to trim the fat from your inventory

    January 2019
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 367

    Abstract: Inventory is expensive, so it needs to be as lean as possible. Businesses need to find ways to trim the fat from inventory without compromising revenue and customer service. This article has some suggestions, including using inventory ratios for benchmarking and reviewing product mix.

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  • How to trim the fat from your inventory

    Winter 2019
    Newsletter: Business Matters

    Price: $225.00, Subscriber Price: $157.50

    Word count: 367

    Abstract: Inventory is expensive, so it needs to be as lean as possible. Businesses need to find ways to trim the fat from inventory without compromising revenue and customer service. This article has some suggestions, including using inventory ratios for benchmarking and reviewing product mix.

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  • Supreme Court legalizes same-sex marriages in all states

    September 2015
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 367

    Abstract: In late June, the Supreme Court determined that same-sex couples can exercise the fundamental right to marry in all states and that there is no lawful basis for a state to refuse to recognize a lawful same-sex marriage performed in another state. This article describes the decision’s impact on many same-sex couples in regard to state taxation, estate planning, and a wide variety of legal rights. However, it notes that the ruling doesn’t apply to forms of same-sex partnerships other than legal marriage.

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  • Supreme Court rejects equitable recovery by ERISA plan sponsor

    October / November 2013
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 367

    Abstract: The U.S. Supreme Court decision in U.S. Airways v. McCutchen will affect all qualified plan sponsors. This brief article discusses why the Supreme Court reversed both of the lower court decisions when deciding whether a medical plan under ERISA could acquire reimbursement for its payments to an injured participant after he received damages from a third party.

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  • Procrastinate no more! — Follow these retention guidelines when organizing tax records

    November / December 2012
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 367

    Abstract: Even though next year’s tax return deadline is several months away, it’s important to not procrastinate any longer — it’s time to get tax records organized. This brief article explains which records should be kept and for how long.

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  • Estate Planning Pitfall — You own a high-cash-value insurance policy on your own life

    February / March 2012
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 367

    Abstract: A person who owns a life insurance policy that has built up a sizable cash value should realize that the death benefit will be included in their taxable estate. Depending on the size of the policy and the applicable estate tax exemption when the owner dies, the tax bill could be substantial. One option to avoid this is to transfer the policy to an irrevocable life insurance trust (ILIT). This article discusses what’s involved.

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  • A financial expert’s role in employment litigation

    January / February 2012
    Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 367

    Abstract: Financial experts play a critical role in wrongful termination cases and other types of employment litigation — particularly in estimating damages. This article lists five key areas in which experts can get involved, including calculating base earnings, evaluating mitigation opportunities and discounting to present value.

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  • Futurescope: Construction Business Trends – 3 hot construction areas in a chilly economy

    Spring 2009
    Newsletter: On-Site

    Price: $225.00, Subscriber Price: $157.50

    Word count: 367

    Abstract: In this issue’s “Futurescope: Construction Business Trends,” we look at what 2009 may hold for contractors. Although it probably comes as no surprise that the news isn’t exactly rosy, there are three areas — green building, federal infrastructure projects and smaller homebuilding — that could hold promise.

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