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Showing 17–21 of 21 results
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Do you need to adjust your federal income tax withholding amount?
July 2014
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 450
Abstract: With over half the year already gone, now is a good time for taxpayers to check to see if they are on track to have about the right amount of federal income tax withheld from their paychecks for 2014. Underpaying taxes can result in a penalty, and overpaying is basically making an interest-free loan to the government. This article points to a location on the IRS website that can help taxpayers make this calculation.
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Practical Perspectives: Key financial issues for you and your family – Catching up on capital gains planning
Year End 2013
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 450
Abstract: After “Bill” joins an investors’ club, he realizes that he and his wife, Evelyn, must consider the potential impact of capital gains on their family’s tax bill. In this issue’s “Practical Perspectives,” the couple’s financial advisor discusses some of the basics, such as “basis,” short- vs. long-term capital gains, and differing tax treatments.
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Estate tax law uncertainty: Keeping your plan on track
April / May 2012
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 450
Abstract: If Congress allows current rates and exemptions to expire at the end of 2012 as scheduled, some families could lose significant amounts of wealth to gift, estate and generation-skipping transfer taxes. But Congress may extend current exemptions and rates or take other action. Because of this uncertainty with estate tax laws, it’s important to stay on the right track. This article discusses whether it’s advisable to make gifts this year.
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Ask the Advisor – Q. Should I consider a “handshake” agreement?
February / March 2012
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 450
Abstract: Although most M&A transactions involve multiple phases and extensive negotiations, some companies turn handshake agreements into actual deals. Typically made between two CEOs or owners, this type of agreement can be a viable option for certain types of companies. But, as this column explains, the timing and conditions must be right.
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Moneylines: News Briefs for Businesses and Individuals
August / September 2008
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 450
Abstract: This section offers four news briefs about: 1) How, unlike once upon a time, workers now want their employers’ help with planning for retirement, 2) A recent IRS reminder urging homeowners to learn the rules of deducting points while refinancing their mortgages, 3) Chilling news from the Better Business Bureau that loan scams perpetrated against small businesses are on the rise, and 4) The fact that, according to a recent study, gas prices, income and health care top many Americans’ worry lists.