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Showing 17–23 of 23 results
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Estate Planning Pitfall — A trust is the beneficiary of an IRA or retirement plan
April / May 2012
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 410
Abstract: If a person owns an IRA or participates in a qualified retirement plan such as a 401(k), it’s possible that he or she can have the assets distributed to a trust upon death. As illustrated in a recent IRS private letter ruling (PLR), however, to preserve the retirement account’s tax-deferral benefits, it’s critical to properly designate a trust beneficiary. This article lists the IRS requirements to have a trust beneficiary qualify as a designated beneficiary of an IRA or qualified plan.
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News for Nonprofits – Time for a perk?
February / March 2011
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 410
Abstract: This issue’s “News for Nonprofits” shows how nonprofits that are unable to give pay raises this year can reward employees by helping them achieve better work/life balance. It also describes the new health care credit provided under the Patient Protection and Affordable Care Act, and explains the requirements a tax-exempt organization must meet to qualify.
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Contractor’s Toolbox – Getting to the job: Transportation or commuting?
Winter 2011
Newsletter: Construction Industry Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 410
Abstract: Few areas of tax law are more confusing than the distinction between deductible transportation expenses and nondeductible commuting expenses. This issue is important for contractors and construction workers, who often travel from home to one or more temporary job sites or who use a home office as a base. This article shows how the IRS sees it.
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Ask the Advisor – Q: How do I ensure I actually get paid for selling my company?
October / November 2010
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 410
Abstract: Most acquisitions involve future payment obligations, such as installments paid by the buyer to the seller. To mitigate the risk that the buyer will default on its obligations, the seller must ensure it has a form of security. This article explains what’s involved in security negotiations and the types of security that might be offered.
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Estate Planning Red Flag – You’re planning required minimum distributions from your retirement accounts
July / August 2009
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 410
Abstract: If you’re planning to take required minimum distributions (RMDs) at the end of this year from your IRA, 401(k) or other tax-deferred retirement-savings account, check with your tax and estate planning advisors first. Under a tax law passed late last year, you may be able to skip RMDs this year. This short article discusses the law’s provisions.
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Ask the Advisor – Is multifamily housing a smart investment in today’s market?
March / April 2009
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 410
Abstract: Although multifamily housing’s rate of return is generally lower than that of real estate ventures, it’s considered a less risky, more stable investment within the real estate sector. That’s because, even though businesses may fold in difficult times, people will always need a place to live. The multifamily housing real estate segment isn’t without its concerns, however. This article explores the pros and cons of such investments.
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Plan updates: A call to action
Year End 2008
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 410
Abstract: Many retirement plans use preapproved IRS plan documents referred to as master, prototype or volume submitter documents. During this past year, the IRS has “restated” many of these documents to comply with the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA). This brief article reviews questions that many employers have been asking about this change in a straightforward question and answer format.