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Have you recently reviewed your life insurance needs?
March 2024
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 382
Abstract: At one time, life insurance played a much bigger role in estate planning than it does now. That’s because life insurance was needed to pay estate tax, which affected more people than it does now. With the federal gift and estate tax exemption now at $13.61 million for 2024, far fewer families must pay estate tax. Here’s how to evaluate your life insurance needs in light of circumstances today.
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Too much inventory at your business? Trim the fat!
August 2022
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 382
Abstract: Inventory is expensive, so it needs to be as lean as possible without compromising revenue and customer service. This article provides some suggestions to help businesses trim the fat from inventory and some useful inventory ratios for benchmarking and evaluating product mix.
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Taking (tax) advantage of your home
Winter 2015
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 382
Abstract: In addition to helping build wealth, owning a home provides valuable tax breaks. Knowing about potential tax savings associated with homeownership is the best way to get the most out of this major investment. This article describes tax breaks associated with home upgrades, home equity indebtedness and selling.
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Use a stretch IRA to go the distance
Fall 2014
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 382
Abstract: People who don’t need their retirement accounts for retirement might want to tax-efficiently pass wealth to their heirs through a stretch IRA. This article explains that a regular or Roth IRA can be turned into a stretch IRA by designating a beneficiary who is significantly younger, so that funds have more time to grow tax-deferred. To keep the recipient from opting for a lump-sum distribution, which would erase any potential stretch IRA benefits, it’s possible to name a trust as beneficiary.
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Newsbits – Small charities get health care insurance tax credit
Summer 2010
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 382
Abstract: This issue’s “Newsbits” discusses how small charities can get the new health insurance tax credit; audit committee trends; and increased scrutiny of employers who misclassify their workers as independent contractors when their job duties are actually those of an employee.
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Plan fees: Who pays what?
April / May 2008
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 382
Abstract: Plan sponsors have a fiduciary duty to monitor the fees charged within the plan, including those charged directly — or indirectly — to participants. ERISA requires only that the plan expenses be reasonable and proper. It’s up to the plan sponsor (fiduciary) to determine whether the employer or the participants will pay any given fee. This brief article discusses when the employer or the participants normally pay the cost of a specific fee.