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Showing 1–16 of 17 results
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What to do with your 401(k) account when you leave a job
September / October 2023
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 589
Abstract: Employees who are changing employers or retiring may need to decide what to do with their 401(k) accounts without triggering a taxable withdrawal. As this article explains, plan participants may keep the funds in their former employer’s plan, roll them over to their new employer’s plan or roll over the funds into an IRA account.
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Taking the temperature of the small firm market
Spring 2023
Newsletter: Law Firm Management
Price: $225.00, Subscriber Price: $157.50
Word count: 589
Abstract: It’s been a tumultuous few years for the legal industry, but the leaders of small law firms — defined as those with 29 or fewer attorneys — are optimistic about their firms’ status. That’s according to the 2022 Report on the State of US Small Law Firms recently released by the Solo, Small Firm and General Practice Division of the American Bar Association and the Thomson Reuters Institute. This article details some of the 400 surveyed leaders’ responses to the report’s questions.
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Welcome to the gig economy! Now, calculate your taxes
November / December 2021
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 589
Abstract: Just like employees, “gig” workers are expected to pay their share of income tax. But calculating income tax as an independent contractor isn’t always simple. This article provides, tips, covering quarterly IRS payments, reporting Form 1099 income and deducting business-related expenses.
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Overdiversification could actually hinder your investment goals
July / August 2021
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 589
Abstract: It’s possible for investors to overdiversify or spread their investment dollars too thin across asset types and industry sectors. This article explains that the more investments in a portfolio, the harder it can be to keep track of all of them. Also, it’s more likely that the portfolio will contain overlapping securities. And, with a certain higher level of diversification, investment portfolios may produce mediocre returns.
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3 year-end tax planning tips
Fall 2020
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 589
Abstract: The year 2020 has been a tumultuous one, and an unusual one for taxpayers. As the year draws to a close, year-end tax planning may be more important than ever before. This article presents three tax strategies to consider: making substantial gifts to family members, donating to charity and doing a Roth conversion.
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Put pen to paper – A letter of instruction and a mission statement add clarity to an estate plan
September / October 2018
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 589
Abstract: Legally binding documents, such as a will or living trust, spell out a person’s final wishes. But including a letter of instruction and a mission statement in an estate plan can go even further to help family members through a difficult period. This article explores what to include in a letter of instruction and a mission statement.
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Are your procurement procedures up to snuff?
August / September 2017
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 589
Abstract: The new federal procurement standards significantly alter the way nonprofits handle purchasing. And while most organizations have already changed their written policies to comply with the new standards, they may find it easier to follow the rules on paper than in practice. This article walks nonprofit leaders through the guidance, exploring topics such as cultural adjustment, staff resistance and documentation overload.
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How to get relief from IRS penalties
May / June 2017
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 589
Abstract: Too often, taxpayers hit with penalties by the IRS simply accept them, write a check and move on. But in certain cases, it’s possible to get these penalties abated. This article lists the types of penalties the IRS can level on taxpayers and explains how to get them abated.
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Strategic alliances: Leverage strengths, minimize weaknesses
Summer 2016
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 589
Abstract: Although the merger and acquisition market has been hot for manufacturers in the first half of 2016, some business owners are uncertain about buying or selling. A strategic alliance may be a worthwhile alternative for gun-shy owners. This article discusses the short- and long-term upsides of strategic alliances, as well as providing compelling reasons to have a backup plan in case the alliance falls short.
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Getting into the nitty-gritty when it comes to punitive damages
March / April 2016
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 589
Abstract: Determining appropriate punitive damages can be challenging for judges and juries. Why? Because it is sometimes difficult to effectively punish wrongdoers — and deter them from committing similar acts in the future — but not so much that the punishment outweighs the crime. This article digs into several questions regarding punitive damages, such as who’s responsible, what were the profits and so forth.
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The ICD-10 cometh – 5 tips for reducing the financial risks
Spring 2015
Newsletter: Healthcare Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 589
Abstract: When the deadline for ICD-10 implementation was delayed until Oct. 1, 2015, some hospitals took it as a cue to slow down or even suspend preparation for the transition. This response may be understandable, but it’s also a big mistake. This article shows you how to take steps now to help minimize the financial risks associated with making the changeover from ICD-9 to ICD-10.
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An e-sign of things to come – Are you ready for electronic signatures?
Winter 2014
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 589
Abstract: As the world continues its journey to going paperless, an increasing number of banks are adopting electronic signature technology for new account openings, loans, disclosures and other transactions. This article discusses the advantages, along with the legal requirements, and offers a number of best practices to ensure that electronic signatures hold up in court.
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Deducting home mortgage interest
January 2013
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 589
Abstract: The political debate on federal tax reform touches many topics, including the tax deduction for interest on home mortgage loans. This article reviews federal law on deducting residential mortgage loan interest. It discusses interest paid on qualified residence debt and what constitutes a “qualified residence.” It also offers a planning tip for taxpayers with more than two homes.
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Supreme Court doesn’t buy Wal-Mart workers’ case
November / December 2011
Newsletter: Employment Law Briefing
Price: $225.00, Subscriber Price: $157.50
Word count: 589
Abstract: In June 2011, the U.S. Supreme Court issued its decision denying class certification for female Wal-Mart employees alleging gender bias. This was the largest civil rights class action lawsuit in U.S. history and represents a substantial victory for employers. But it hasn’t eliminated employment class action suits. This article examines the Court’s opinion and explains why plaintiff classes still have some options for bringing a class action lawsuit. Wal-Mart Stores v. Dukes, No. 10-277, June 20, 2011 (Supreme Court) United States v. City of New York, 683 F. Supp. 2d 225, 273, Jan. 13, 2010 (Eastern District of New York)
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Year end is fast approaching: Tax strategies to consider
September / October 2011
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 589
Abstract: This article looks at a number of year end strategies that take advantage of enhanced bonus depreciation; shorter time periods for depreciation under the Modified Accelerated Cost Recovery System (MACRS); and deferring taxable income to next year and accelerating deductions to this year. It also discusses the tax implications of retirement planning, charitable giving, and hiring one’s children to work in the family business.
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Estate planning isn’t just about taxes
July / August 2011
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 589
Abstract: Estate taxes are only one piece of the estate planning puzzle. In fact, there are critical nontax issues to think about. This article looks specifically at appointing a guardian for children; avoiding probate through a revocable “living” trust; protecting assets against creditors’ claims; and designing a trust to incentivize the beneficiary’s behavior.