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Showing all 11 results

  • 5 tax-planning tips for retirees

    January / February 2020
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 711

    Abstract: There’s a common misconception that, when one retires, their tax bills shrink, tax returns become simpler and tax planning is a thing of the past. That may be true for some, but many people find that the combination of Social Security, pensions and withdrawals from retirement savings increases their income in retirement and may even push them into a higher tax bracket. This article provides five tax-planning tips for retirees.

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  • Capital gains planning – When timing is everything

    November / December 2019
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 711

    Abstract: The timing of capital gains and losses can have a significant impact on an investor’s tax bill. This article touts the advantages of holding appreciated investments longer. It also discusses timing for selling securities at a loss and how to offset losses against gains to reduce overall taxes. A sidebar notes that there’s still time to reduce one’s 2019 tax bill.

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  • Holding an auction? Be sure to comply

    Fall 2019
    Newsletter: Profitable Solutions for Nonprofits

    Price: $225.00, Subscriber Price: $157.50

    Word count: 711

    Abstract: There are several steps a nonprofit must take to fulfill its tax obligations and help auction buyers fulfill theirs. This article covers a spectrum of compliance issues and information to share with auction buyers.

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  • Midterm elections – What your nonprofit can and can’t do

    June / July 2018
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 711

    Abstract: Not-for-profits need to know the rules about acceptable and prohibited political activities, particularly during an election year. If an organization fails to adhere to them, it risks losing its tax-exempt status. This article explains what nonprofits are allowed — and not allowed — to do when it comes to political activities.

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  • SEC, FINRA announce 2015 examination priorities

    June / July 2015
    Newsletter: Public Company Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 711

    Abstract: Earlier this year, the SEC and FINRA outlined their 2015 examination priorities. Although these priorities focus on investment advisors, broker-dealers, transfer agents and stock exchanges, they will have an indirect impact on public companies. This article explains the types of risks these regulators are concerned about.

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  • Keeping an eye on UBI – Understand unrelated business income and how to avoid excess amounts

    Winter 2014
    Newsletter: Profitable Solutions for Nonprofits

    Price: $225.00, Subscriber Price: $157.50

    Word count: 711

    Abstract: If an activity conducted by a nonprofit is a trade or business carried on regularly, and not substantially related to furthering its exempt purpose, the income generated is considered unrelated business income (UBI). And accumulating too much can subject the nonprofit to taxes — and even threaten its tax-exempt status. This article explains what kinds of activities do and do not generate UBI.

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  • Letting the people you help help you through feedback

    October / November 2012
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 711

    Abstract: Using feedback from the people it serves not only can help a not-for profit boost its performance, but it also can let clients know their opinions count. And it might impress funders, especially if the organization incorporates feedback into its objectives. This article describes suggestions for getting and using feedback that two prominent executives in the nonprofit community recently offered.

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  • Before and after: Employee commute drives FLSA case

    May / June 2010
    Newsletter: Employment Law Briefing

    Price: $225.00, Subscriber Price: $157.50

    Word count: 711

    Abstract: A technician filed a lawsuit seeking compensation for time spent commuting to job sites in company vehicles and for time spent on preliminary and follow-up activities performed at home. In the first instance, he claimed that the commute amounted to a condition of his employment and he was required to use the company vehicle, which he couldn’t use for personal pursuits. The court disagreed, and also rejected his claim regarding his preliminary off-the-clock activities. But his follow-up activity — sending a transmission to his superiors concerning all the jobs he’d performed that day — was another matter.

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  • Valuation reports are about more than numbers

    March / April 2010
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 711

    Abstract: A lawyer receiving a business valuation report may find it tempting to go straight to the bottom line — the valuator’s estimate of the subject business. But properly written reports contain a number of useful components, such as a definition of the assignment; assumptions and limiting conditions; and valuation methodology. These elements can supply savvy attorneys with information that can be used to support damages and related arguments or to attack an adversary’s proposed valuation.

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  • On the defensive – Use available weapons to fortify your manufacturing company against fraud

    Winter 2010
    Newsletter: Manufacturer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 711

    Abstract: The Association of Certified Fraud Examiners reports that U.S. companies lost approximately $994 billion in revenue to fraud in a two-year period ending in 2008. Even more sobering is the fact that 7.2% of fraud cases occurred in manufacturing companies, accounting for a median loss of $441,000. Unfortunately, employees are a natural culprit because they have the most immediate access to funds and materials, and there are several key functions that are particularly vulnerable. This article looks at steps a manufacturer can take to reduce the chances of fraud, while a sidebar explains the importance of having a fraud prevention policy.

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  • Keep on course with college savings

    April / May 2009
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 711

    Abstract: With the market upheaval and tight credit affecting savings plans and restricting loans, you may be concerned about how you’ll fund your children’s or grandchildren’s college education. But don’t let those worries cause you to stray off the path. A 529 plan can still help you build a college fund and save taxes, too. This article discusses the benefits of setting aside funds to pay for qualified higher education costs.

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