380
Showing all 8 results
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Are scholarships taxable?
July 2023
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 380
Abstract: If your child is awarded a scholarship for college or another type of school, it’s certainly cause for celebration. But parents need to be aware of the potential tax implications. This article explains when a scholarship may be taxable.
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Could you have to pay a parent’s nursing home costs?
February 2022
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 380
Abstract: People with aging parents may worry about whether they could be held financially responsible for their parents’ nursing home bills if the parents can’t afford to pay them. This article explores filial responsibility laws, which are rarely enforced, and Medicaid’s estate recovery process.
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Stress testing your investment portfolio
August 2021
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 380
Abstract: Many banks conduct regular “stress” tests to predict the impact of adverse external events. Essentially, stress testing is the ultimate “what if” analysis. This article discusses how investors can perform stress tests on their portfolios to assess and mitigate risk.
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Are you at risk for investment fraud?
January 2021
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 380
Abstract: Perpetrators of investment fraud know how to push the right psychological buttons to entice their “marks” to buy worthless or nonexistent securities. This article explains how to recognize and mitigate risk by asking the right questions, performing some research and consulting with trusted advisors.
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Investment vs. speculation: The critical difference
May / June 2019
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 380
Abstract: Most investors don’t perform adequate investment research and there’s evidence that they may not understand the difference between investing and speculating. This article defines these activities and suggests ways to avoid investment risk.
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8 steps to a new physician compensation plan
Spring 2013
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 380
Abstract: Physicians who have completed a merger or acquisition recently, or are experiencing physician turnover, should probably at least consider a new compensation plan. This article lists eight steps that can help them create one.
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Is that domestic relations order qualified?
February / March 2012
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 380
Abstract: Every plan administrator likely will have to handle a domestic relations order at some time. This brief article discusses what an administrator needs to know to make sure the order is qualified before distributing funds owed to a plan participant to another person.
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Take a bite out of fraudulent crime with a few simple steps
March / April 2010
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 380
Abstract: Fraud becomes more prevalent during difficult economic times, when people are hurting financially. And fraudsters tend not to discriminate — they’ll target both novice and sophisticated investors alike. Thus, it’s important not to get into the mindset that fraud and identity theft “can’t happen to me,” because it can. But there are steps one can take to guard against investment scams and identity theft.