395
Showing all 13 results
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First-year bonus depreciation and Sec. 179 expensing: Beware of pitfalls
January 2024
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 395
Abstract: Many businesses are eligible for current tax write-offs for certain equipment purchases and building improvements. These write-offs can do wonders for cash flow, but whether to claim them isn’t always an easy decision. In some cases, there are advantages to choosing the regular depreciation rules. This article looks at a couple of examples to show why it’s critical to look at the big picture and develop a strategy that aligns with a company’s overall tax planning objectives.
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Should you sell (or even refuse) inherited assets?
July / August 2023
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 395
Abstract: An inheritance can provide a welcome windfall, especially for people nearing retirement. But in many cases, disposing of inherited assets — or even turning down an inheritance — may make more financial sense. This article suggests questions new heirs might want to ask before accepting assets.
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Have a foreign account? File an FBAR
March 2021
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 395
Abstract: In an increasingly global society, many taxpayers hold foreign accounts. This article explains the rules regarding who must file a Report of Foreign Bank and Financial Accounts (FBAR) with the government.
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Playing the long game: 4 lessons from past crises
Fall 2020
Newsletter: Law Firm Management
Price: $225.00, Subscriber Price: $157.50
Word count: 395
Abstract: COVID-19 is a novel coronavirus, but economic downturns are nothing new. As the world continues to adapt to the pandemic’s repercussions, law firms can turn to past economic crises for some lessons about what they might expect and how they might capitalize. This article highlights four areas law firms should consider when making decisions about long-term sustainability.
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License vs. franchise: What’s the difference?
April / May 2020
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 395
Abstract: Some businesses choose to license, rather than franchise, their products or services. Although licensing generally requires less cash to support and maintain than franchising, a licensor may still need access to some capital to support future business aspirations. This article explains that, while a license agreement may be a borrower’s best option, each situation needs to be assessed on a case-by-case basis. It also notes that, before lending to a licensor, the lender should review the current licensing agreements.
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5 last-minute tax moves for your business
December 2019
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 395
Abstract: The days of the calendar year are vanishing quickly, but there still may be some last-minute strategies that business owners can use to lower their 2019 tax bills. This article lists five to consider, including postponing invoices and qualifying for the pass-through deduction.
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Get an early tax “refund” by adjusting your withholding
May 2018
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 395
Abstract: Everyone loves a juicy tax refund, but why wait to receive the money? By adjusting one’s withholding and/or estimated tax payments, a taxpayer can enjoy that money throughout the year. This article lists some circumstances under which adjustments are particularly advisable and explains how to make changes.
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Other nonprofits are hiring — should yours?
Winter 2017
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 395
Abstract: Most U.S. nonprofits are seeking new staff, but plenty of organizations are still hesitating to add employees to the payroll. This short article helps nonprofits decide whether they should hire by posing three questions: “Do you need more staffers?” “Do you have the money?” and “Is outsourcing an option?”
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Inside job – Internal marketing and tracking
Fall 2016
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 395
Abstract: Internal marketing can help retain patients and increase patient referrals. This brief article explains four tracking methods, including recording how new patients heard about the practice and coding marketing materials, that can help medical practices evaluate their return on investment (ROI). The article notes that marketing a medical practice without pinpointing exact goals is like shooting arrows without a target.
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News for Nonprofits – IRS releases Interactive Form 1023
Year End 2013
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 395
Abstract: In this issue, “News for Nonprofits” notes that the IRS has rolled out an alternative version of Form 1023, “Application for Recognition of Exemption under Section 501(c)(3) of the Internal Revenue Code.” It also discusses a study that shows the importance of baby boomers as a source of charitable funding, and points out a bank fraud scheme involving an advisor in a residential mental health support program.
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Risk checklist – 7 liabilities worth uncovering
June / July 2010
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 395
Abstract: Unearthing not-so-obvious risk and liabilities is multilayered: Lenders should perform industry risk analyses, interview management, request additional documentation and pay attention to business community word-of-mouth. This article poses seven questions meant to help lenders uncover some of the potential risks and liabilities that can compromise debt service.
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Joint valuations remove bias from the equation
Winter 2009
Newsletter: Expert / Valuation & Litigation Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 395
Abstract: As this short article discusses, joint valuations can — in some circumstances — benefit both parties to a business valuation dispute. Conducted correctly, they can expedite the valuation process, relieve stress and reduce costs.
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How to identify and correct SIMPLE or SEP plan errors
August / September 2008
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 395
Abstract: The IRS is well aware that some plan sponsors and administrators struggle to keep their Savings Incentive Match Plans for Employees (SIMPLEs) and Simplified Employee Pension (SEP) plans in compliance. This brief article outlines what plan sponsors and administrators of these types of plans should be aware of, and the resources available to correct plan failures.