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Showing all 13 results

  • You’ve got time: Small businesses can still set up a 2018 SEP plan

    February 2019
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 478

    Abstract: Simplified Employee Pension (SEP) plans can be flexible and, well, simple vehicles that small businesses can use to offer retirement benefits to employees. This article explains how they work and reminds readers that there’s still time to set one up to benefit on a 2018 income tax return.

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  • Breathe new life into a trust by “decanting” it

    March / April 2018
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 478

    Abstract: The term “decanting” typically is associated with wine. But, in regard to an irrevocable trust, decanting allows a trustee to use his or her distribution powers to “pour” funds from one trust into another with different terms. Doing so provides the trustee with additional flexibility in light of changing tax laws or family circumstances. This article answers several frequently asked questions regarding decanting a trust.

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  • 5 things to know about substantiating donations

    March 2016
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 478

    Abstract: There are virtually countless charitable organizations to which one might donate. But, no matter the donation, the individual making the contribution will need documentation. This article provides five important points about substantiating donations.

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  • Reacquainting yourself with the Roth IRA

    February 2016
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 478

    Abstract: When looking into retirement planning, many people read about Roth IRAs. But the timing isn’t always right to take on one of these arrangements. This article recommends getting reacquainted with the Roth IRA — including its concept, contribution limits and conversion rules.

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  • Summer time is a good time to start planning and organizing your taxes

    July 2015
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 478

    Abstract: Starting tax planning in the summer is a good way to avoid a tax surprise when filing next year. Also, it’s a good time to set up a system to keep tax records safe and easy to find. This article provides some tips to help get a leg up on next year’s taxes.

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  • Teach your children well – A financial education is critical to their success

    Spring 2015
    Newsletter: Business Matters

    Price: $225.00, Subscriber Price: $157.50

    Word count: 478

    Abstract: This article provides tips on raising financially savvy children, including the advantages of saving money and avoiding debt. It also suggests teaching children basic investing concepts by helping them create an imaginary or real investment portfolio of stocks, bonds and mutual funds.

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  • Don’t overlook third-party risks

    August / September 2014
    Newsletter: Public Company Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 478

    Abstract: Identifying and addressing risk is a critical function in public companies today. But while most businesses devote significant resources to risk management, third-party risk doesn’t always get the attention it deserves. This article discusses the importance of conducting thorough due diligence and continued monitoring on vendors, agents and other business partners, noting three principles as they relate to third-party due diligence and payments.

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  • Business on the go: Mobile payments offer advantages

    February / March 2013
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 478

    Abstract: Lots of businesses shy away from accepting credit card payments, often because the fees are outside of their budgets or it just isn’t practical. But the current growth in technology solutions that allow mobile devices to accept credit card payments may prompt them to reconsider. This article discusses the technologies available and the benefits they offer.

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  • Tax Tips

    July / August 2012
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 478

    Abstract: This set of news briefs looks at tax traps that can quickly wipe out the potential benefits of an alternative-asset IRA; the often-overlooked manufacturers’ deduction; and whether frequent flyer miles are taxable. Citation: Taproot Administrative Services, Inc. v. Commissioner, No. 10-70892 (9th Cir. 3/21/2012).

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  • 5 ways to boost your business development skills

    March / April 2012
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 478

    Abstract: To maintain a healthy backlog of projects and stay afloat financially, it’s important to focus on bringing in new customers and projects. This article offers five ways to boost business development skills, including crunching the numbers and maximizing marketing efforts.

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  • Fill in the blank: The dangers of preprinted legal docs

    July / August 2009
    Newsletter: Construction Law Briefing

    Price: $225.00, Subscriber Price: $157.50

    Word count: 478

    Abstract: Reliance on preprinted legal forms without consulting a knowledgeable construction lawyer can prove costly, as illustrated by the recent Kansas case Buchanan v. Overley.

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  • Ask the Advisor – Can social networking help me, as a real estate professional?

    January / February 2009
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 478

    Abstract: One of the hottest online trends in real estate today involves social networking. Real estate deals are really about connections — and, increasingly, those connections are being made online. Several social networking Internet sites have sprung up where real estate professionals can blog, interact, gain valuable knowledge and forge relationships that may later translate into deals. This article sheds some light on the new trend.

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  • Contractors may face new public safety liability

    January / February 2008
    Newsletter: Construction Law Briefing

    Price: $225.00, Subscriber Price: $157.50

    Word count: 478

    Abstract: It’s fairly safe to say that most general contractors know that they must secure their job sites to protect not only those who work there, but also the general public. Yet a recent lawsuit against the Washington, D.C., public transit authority could signal the development of a new kind of legal liability related to public safety. This article explains the details.

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