484
Showing all 14 results
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No kidding: Child credit to get even more valuable
April 2018
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 484
Abstract: The child credit has long been a valuable tax break. But, with the passage of the Tax Cuts and Jobs Act (TCJA) late last year, it’s now even better — at least for a while. This article provides some details that every family should know.
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No kidding: Child credit to get even more valuable
Spring 2018
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 484
Abstract: The child credit has long been a valuable tax break. But, with the passage of the Tax Cuts and Jobs Act (TCJA) late last year, it’s now even better — at least for a while. This article provides some details that every family should know.
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Identifying qualifying children for tax purposes
March 2017
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 484
Abstract: Every qualifying child claimed on a tax return needn’t be a biological child. IRS rules say that a variety of individuals may qualify, under the right circumstances. This article explains why this is important and discusses some of the criteria for identifying qualifying child dependents.
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Should your organization accept Bitcoin donations?
February / March 2015
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 484
Abstract: Nonprofits that have held off on accepting contributions in Bitcoin may have to rethink their stance following United Way’s recent move to accept such donations. Yet reasons exist for caution in accepting Bitcoin and other “crypto” currencies. This article discusses the basics of these new currencies and points out their advantages — but also notes some potential pitfalls.
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How to use an HSA as a retirement savings tool
Fall 2014
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 484
Abstract: There is a wide range of plans to help save for retirement. But one type of plan is ideally suited to serve a dual purpose: a Health Savings Account (HSA), which is a tax-advantaged strategy for those covered by high-deductible health plans to save money for medical expenses. As this article discusses, the key aspect of HSAs that could allow saving for retirement is the fact that unused HSA funds roll over from one year to the next. This can result in a sizable balance that could help supplement other retirement savings accounts. But there are some potential tax consequences.
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Construction Success Story — Local job prompts contractor to consider joint venture
November / December 2012
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 484
Abstract: In this issue’s “Construction Success Story,” a contractor considers proposing a joint venture with another area construction business. His financial advisor notes that such an arrangement can allow smaller construction businesses to split risks, increase bonding capacity and learn about newer, more sophisticated technologies. But he also shows the contractor how to avoid potential pitfalls.
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News for Nonprofits – Raising funds on public radio and TV – The IRS may have missed 15,000 for revocation – Add personal touches to your thank-you letters
August / September 2012
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 484
Abstract: This issue’s “News for Nonprofits” discusses a current Federal Communications Commission proposal that would allow charities to be able to raise funds on NPR and PBS shows; an IRS programming error that may have resulted in failing to identify thousands of not-for-profits whose tax-exempt status should have been automatically revoked; and how to add a personal touch to thank-you letters to donors.
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Construction Success Story — Veteran contractor vets his suppliers
July / August 2012
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 484
Abstract: This issue’s “Construction Success Story” looks at the case of a contractor who went to his financial advisor for advice on how to vet prospective new vendors. The advisor described three basic traits of a good supplier, and went on to show the contractor how to set up a selection process.
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Transfer business ownership or remain boss? — Nonvoting stock lets you share the wealth without losing control
June / July 2012
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 484
Abstract: For family business owners, estate planning can be a challenge. Often, most if not all of their wealth is tied up in the business, which creates a conflict between the desire to transfer ownership to the next generation and the desire to stay in control. One potential solution is to recapitalize the business into voting and nonvoting shares. This allows the separation of ownership succession from management succession, and can avoid conflict between children who are involved in the business and those who aren’t. As this article notes, 2012 might be an especially good time to transfer ownership.
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Avoid mistakes with timely deposits
February / March 2011
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 484
Abstract: In any qualified retirement plan, money comes in and money goes out. And an area that garners Department of Labor (DOL) attention is what’s known as timely deposits. The DOL actively enforces timely deposits of elective deferral contributions. This article summarizes what readers need to know to avoid problems.
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CRM software – Cultivating customer relationships
Winter 2011
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 484
Abstract: Customer relationship management (CRM) software can help dealers improve sales closing ratios and build long-term customer relationships. But to maximize their return on this tool, they need to get all employees on board. This article shows how a properly implemented CRM system can dramatically improve sales, lower marketing costs and build customer loyalty.
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Reap the benefits of early case assessment
September / October 2010
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 484
Abstract: Attorneys can help clients manage their litigation costs, particularly those related to e-discovery, with early case assessments (ECAs). This article walks through the steps involved in an ECA and discusses how it can help facilitate cost savings. It may seem counterintuitive for an attorney to advise performing an ECA that, ultimately, could limit his or her role in a case. However, clients that know their attorney is fiscally conscious are more likely to be satisfied and return with other legal matters.
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Punitive damages: The financial expert’s role
November / December 2009
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 484
Abstract: Enormous punitive damage awards may be a thing of the past, but they can still make up a significant portion of a plaintiff’s recovery. An appropriate award depends on the defendant’s financial condition. Financial experts can assess this by analyzing financial statements and explaining to the judge or jury how factors other than net worth — such as cash flow and liquidity — can affect a defendant’s ability to pay.
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Information in a box – Data warehousing can help you make better business decisions
Spring 2008
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 484
Abstract: Many manufacturing companies rely on several databases to keep operations running smoothly. This generally works fine, but what if copies of all of a company’s databases were maintained in a single “box,” available for immediate access from any location? This article examines how data warehousing works. (Updated: 5/30/12)