426
Showing 1–16 of 29 results
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Minimizing taxes on employer stock in your 401(k) plan
January / February 2022
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 426
Abstract: People who are approaching retirement and have a 401(k) plan that contains significant holdings in appreciated employer stock may be able to minimize taxes on that stock. The strategy takes advantage of the net unrealized appreciation rules. This short article explains how it works.
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Should an LLC hold your vacation home?
June 2021
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 426
Abstract: Holding a vacation home shared by family members in a limited liability company is one option that can offer important benefits. This short article lists several: asset protection, ease of management, ownership restrictions and estate planning advantages.
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Study digs into changes and challenges for small firms
Winter 2021
Newsletter: Law Firm Management
Price: $225.00, Subscriber Price: $157.50
Word count: 426
Abstract: Few areas of life are going unaffected by the COVID-19 pandemic and its economic fallout. But according to research from Thomson Reuters’ 2020 Report on the State of U.S. Small Law Firms, one thing has remained nearly constant: the challenges confronting small law firms and firms’ response, or lack thereof. This short article reviews the report’s findings — and though the findings may seem discouraging, there are opportunities available for proactive firms.
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Newsbytes
Fall 2020
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 426
Abstract: This issue’s “Newsbytes” spotlights a nonprofit’s innovative revenue-producing effort during the COVID-19 pandemic, employees’ heightened interest in unions and unfortunate drops in donations.
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Business tax planning – Can you deduct 2020 bonuses this year?
Fall 2019
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 426
Abstract: Businesses may be familiar with the rule that permits them to deduct employee bonuses this year if they pay employees within 2½ months after the end of the tax year. It’s an attractive year-end planning technique that lets a business enjoy a tax deduction this year, while its employees needn’t report the income until next year. It’s important to understand the requirements, however, because these tax benefits aren’t always available. This article provides a quick review.
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The lowdown on homeowner’s insurance
June / July 2019
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 426
Abstract: A homeowner’s insurance policy provides protection against damage from weather events like lightning and hail, as well as fire and theft. Many also offer some coverage for the costs homeowners will incur if they need to live somewhere else while their homes are being repaired after being damaged. But the specific coverage of each policy can vary greatly. This article looks at the different types of policies and what they cover. It suggests that it’s important to regularly review coverage to determine if adjustments are needed.
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Turning on a dime – Lending to a business undergoing a pivot
June / July 2019
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 426
Abstract: If an existing borrower decides to change course, how should the lender evaluate a subsequent loan application? This article lists some questions that will help determine whether a borrower’s new business model is viable — such as why the business needs to pivot, how the loan will help the company pivot and whether the borrower has experience pivoting. The article points out that it’s important for the lender to understand the degree of risk associated with the move and the likelihood that the borrower will be able to reinvent the business.
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News for Nonprofits – Volunteerism continues to decline
April / May 2019
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 426
Abstract: This issue’s “News for Nonprofits” reports on separate studies showing a continued drop in volunteering and disproving the efficiency ratio used by many nonprofits. A report on philanthropy following disasters — including information on funding trends and where and how contributions are used — also is discussed.
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Historic Tax Credit is alive and well
March / April 2019
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 426
Abstract: Prior to the passage of the Tax Cuts and Jobs Act (TCJA) in late 2017, the future of the Historic Tax Credit (HTC) for rehabilitating historic buildings was questionable. This article looks at the HTC — also known as the federal rehabilitation credit — and why it remains a valuable tool for developers, even though it’s slightly less beneficial than it was for projects completed before 2018.
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Is your clients’ e-discovery at risk from hackers?
January / February 2018
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 426
Abstract: News headlines seem to report a new hacking scandal every week. This article explains why the expansion of e-discovery has enticed hackers to target law firms and how a firm can safeguard its IT systems to protect clients’ electronic data from cyberattacks.
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Make a licensing agreement work for your organization
Fall 2017
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 426
Abstract: Licensing their name to a for-profit company can provide nonprofits with a valuable new revenue source. But licensing can also be risky. This article advises nonprofits that are considering licensing to ensure that the partnership really will generate funds and, possibly more important, a positive impression of their brand.
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New AIA contracts emphasize insurance requirements
Fall 2017
Newsletter: Construction Industry Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 426
Abstract: AIA construction contracts are among the most commonly used documents in the industry. In April 2017, the AIA updated its forms, making a number of significant revisions particularly focused on insurance. This article takes a closer look at the changes.
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Get to know required minimum distributions
June / July 2017
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 426
Abstract: The government requires owners of many retirement accounts to take required minimum distributions (RMDs) by April 1 of the year after they turn 70½. This article provides some guidance on the rules for RMDs, including how they’re typically calculated. The article notes that owners of retirement accounts who fail to take the appropriate RMDs can face penalties of 50% of the amount that wasn’t withdrawn, but should have been.
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The cost of equity – Does size matter in business valuation?
July / August 2016
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 426
Abstract: Some business valuators apply a “size premium” when estimating the cost of equity. The underlying theory is that investors might require additional returns for increased risk associated with investments in smaller companies. But whether the premium is appropriate remains subject to debate. This article looks at the pros and cons of both sides.
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Buyer beware – Realize the importance of an environmental site assessment
Spring 2016
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 426
Abstract: As they sell and repair vehicles, automobile dealerships may release hazardous materials into the surrounding soil, such as gasoline, solvents, used motor oil and antifreeze. This makes environmental liability one of the biggest risks dealerships face. Thus, it’s critical to properly dispose of hazardous materials to reduce risk exposure. But, as this article explains, that’s not all: When dealers are considering buying or leasing another dealership, they should make sure they won’t be held liable for environmental contamination that may already exist on the property.
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Ask the Advisor – Q: I want to sell, but my co-owner doesn’t — what should we do?
February / March 2016
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 426
Abstract: One owner wants to sell the business, the other doesn’t. It’s a scenario that’s challenging, but fairly common. This article suggests ways — including getting a prospective buyer involved — to resolve disagreements between owners with different visions of their company’s future.