724
Showing all 9 results
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A strong marriage is a necessity when it comes to using a SLAT
Year End 2023
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 724
Abstract: When creating an estate plan, there’s a certain amount of prognosticating involved. What will one’s financial picture look like in years to come? How will estate tax laws change? No doubt one of the biggest challenges involved with estate planning is all the uncertainty. This article explains how a spousal lifetime access trust can provide flexibility to an estate plan.
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Keys to effective BYOD policies
Fall 2022
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 724
Abstract: In today’s fast-paced technological world, almost all workers have a mobile phone, tablet or laptop. Salespeople, customer service reps and managers may travel for work or work from home and use these types of mobile devices to complete business. This article looks at issues manufacturers who allow a bring-your-own-device (BYOD) policy should consider and ways protect the company’s data without violating employees’ privacy.
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Identity theft and your tax returns: How to protect yourself
March / April 2018
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 724
Abstract: Tax returns are a prime target for identity thieves. After all, the IRS processes more than $300 billion in tax refunds every year, and criminals follow the money. A thief needs little more than your name and Social Security number (SSN) in order to file a fraudulent tax return and pocket the refund. This article examines techniques to use to protect against identity theft.
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Is that independent contractor really an employee? How to steer clear of worker classification woes
Spring 2013
Newsletter: Construction Industry Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 724
Abstract: Contractors beware: The IRS continues to be hot on the trail of any employer that, in its eyes, erroneously treats a bona fide employee as an independent contractor. This article explains the three categories of evidence the IRS uses to determine worker status, along with best practices that contractors can employ to avoid misclassifying workers. Those who have already misclassified workers may be able to reduce back pay and penalties through the Voluntary Classification Settlement Program (VCSP).
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Valuators help tackle newly reinstated estate tax
May / June 2011
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 724
Abstract: Succession and estate planning is a chore that business owners tend to put off. In light of the new tax laws and potential tax savings opportunities, it’s important to forge ahead with estate planning. This article briefly explains the exemption and rate changes mandated by the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010, and shows how these changes affect succession planning. A sidebar explains the status of family limited partnerships (FLPs) and grantor retained annuity trusts (GRATs) under the act.
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Owner/developer bankruptcies – Don’t get soaked
Spring 2011
Newsletter: Construction Industry Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 724
Abstract: Bankruptcy is an unfortunate fact of life. In the current economic climate, construction companies may be faced with project owners or developers that file for Chapter 7 (liquidation) or Chapter 11 (reorganization) protection. This article offers some tips to help contractors maximize their chances of getting paid. It explains how to obtain a security interest in the project, get paid from assets that aren’t part of the bankruptcy estate, and protect the right to payment for current work.
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FLP update – Court sides with IRS over bona fide business arrangements
January / February 2011
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 724
Abstract: Family limited partnerships (FLPs) offer advantages for some taxpayers, but the IRS continues to challenge these arrangements on several theories. This article summarizes one recent case, Holman v. Commissioner. In Holman, the Eighth Circuit Court of Appeals held that, because the FLP at issue didn’t satisfy the “bona fide business arrangement” requirement, its transfer restrictions shouldn’t be considered when calculating the valuation discount for shares of the FLP.
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HSAs offer tax-free health care savings
January / February 2009
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 724
Abstract: Since 2003, Health Savings Accounts (HSAs) have provided individuals with another tax-advantaged way to fund health care costs. With an HSA, an individual or an employer can set aside funds for current or future health care costs. Most important, an HSA offers tax benefits similar to an IRA or 401(k). This article details the tax benefits of using an HSA.
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Improve your turnaround’s forecast for long-term success
April / May 2008
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 724
Abstract: Companies struggling with poor cash flow, inadequate capital and weak leadership are particularly vulnerable to economic downturns and today’s global business challenges. To turn an unprofitable company around, new owners must have a plan and be ready to implement it as soon as the ink on the deal is dry. As this article discusses, a buyer’s plan should include divestiture of unprofitable segments, a long-term cash management plan and a review of accounting and reporting systems. It also suggests ways for sellers of troubled businesses to prepare for buyer scrutiny.