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One-time thing: IRA to HSA transfers
November 2023
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 381
Abstract: Taxpayers who have IRAs and Health Savings Accounts (HSAs) can transfer funds directly from their IRAs to their HSAs, under certain conditions. This is a once-in-a-lifetime transfer, without penalties or taxes, intended to help taxpayers who are hit with high medical bills that exceed the balance in their HSAs.
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Exchange-traded funds: Pros and cons
November / December 2019
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 381
Abstract: Exchange-traded funds (ETFs) are similar in many ways to mutual funds, but there are also significant differences. This short article looks at some of the benefits (such as generally low fees) and drawbacks (the lack of active management) of ETFs.
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Take a close look at your plan expense categories
April / May 2019
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 381
Abstract: Keeping a sharp eye on your 401(k) plan’s expenses — a fundamental duty of fiduciaries — can require the use of a magnifying glass, at least metaphorically speaking. Take the case of what’s paid out of retirement plan investment funds, as opposed to paid directly by the plan or the company as the plan sponsor. Individual pieces can be measured in basis points (hundredths of one percent), but they add up. This article briefly explains some common contributors to a plan’s gross expense ratio and how even small distinctions can substantially affect participant investment returns over time.
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Fewer taxpayers to qualify for home office deduction
February 2019
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 381
Abstract: Working from home has become commonplace in many industries but, beginning with the 2018 tax year, fewer taxpayers will qualify for the home office deduction. This article explains why and how to claim the deduction if you’re among the fortunate who are eligible to do so.
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Proxy disclosure rules are finalized
April / May 2010
Newsletter: Public Company Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 381
Abstract: In December 2009, the SEC issued final proxy disclosure amendments. These include significant changes from the proposed rules that the SEC issued in July 2009 related to compensation policies, leadership structure and risk, and reporting of voting results.
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How to evaluate a distressed business
March / April 2009
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 381
Abstract: The tumultuous economy has taken its toll on many private businesses. Weaker companies may be liquidating assets to generate cash flow or even filing for bankruptcy, offering opportunities to stronger players. This brief article notes that even in these cases acquisition due diligence is extremely important to help potential buyers realistically assess the distressed business’s value.