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  • Beware of “wash sales” when selling securities

    October 2020
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 372

    Abstract: Under this tax rule, if a taxpayer sells stock or securities for a loss and buys substantially identical stock or securities back within the 30-day period before or after the sale date, that loss can’t be claimed for tax purposes. This article provides some key details for taxpayers about this often-surprising rule.

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  • Is “bunching” medical expenses still feasible in 2019?

    October 2019
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 372

    Abstract: Among the most important impacts of the Tax Cuts and Jobs Act is its increase of the standard deduction. This article explains how the increase has affected the strategy of “bunching” deductible medical expenses into one year to save tax dollars.

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  • 3 ways to minimize risk when lending to seasonal businesses

    February / March 2017
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 372

    Abstract: Some borrowers, such as landscapers, hotels and toy manufacturers, experience significant seasonal fluctuations in their financial performance. But seasonal businesses still require working capital throughout the year, and often turn to banks for support during the off season. This article discusses three approaches that can help lenders assess and manage the credit risk associated with lending to seasonal businesses.

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  • The benefits of collaborative divorce

    September / October 2011
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 372

    Abstract: This brief article explains collaborative divorce, a way to split up marital estates amicably and creatively while minimizing professional fees and court costs. In collaborative divorce, each side hires its own attorney, and then the parties meet regularly to brainstorm settlement options. Collaborative divorce can save time and money because it requires just one neutral financial expert.

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  • The measure of success

    Spring 2008
    Newsletter: Law Firm Management

    Price: $225.00, Subscriber Price: $157.50

    Word count: 372

    Abstract: You’ve gathered for a retreat to brainstorm ideas for your firm’s strategic plan. You’ve reached consensus on what the firm should look like in five years, creating goals in several areas such as technology, client service and profitability. But did you discuss how you would measure your firm’s progress? This brief article discusses benchmarks and ways to measure objectives to see how well your firm is making headway.

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  • The final word on Roth 401(k) plan distributions

    February / March 2008
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 372

    Abstract: Although Roth 401(k) deferrals were allowed as early as January 2006, questions on the taxation of distributions from these accounts weren’t answered until the IRS issued its final regulations. This short article looks at several highlights of the final regulations.

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