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Family matters – Will tax reform affect your 2018 return?
February / March 2019
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 734
Abstract: Taxpayers filing their 2018 tax returns on the new Form 1040 should expect to see some big differences — not just in the form itself, but also in their bottom lines. This year’s return will reflect changes made by the Tax Cuts and Jobs Act (TCJA), and for many families the act will live up to its name. But not everyone will enjoy a tax cut — some households may see their tax bills go up. This article discusses some of the ramifications of the TCJA for families.
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Big tax savings ahead for business
Spring 2018
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 734
Abstract: The Tax Cuts and Jobs Act has been widely heralded as business-friendly, and that description is no joke. Those who own a business are likely to enjoy substantial tax cuts, even if they don’t benefit from the new 21% corporate tax rate or repeal of the corporate alternative minimum tax. This article discusses some of the most significant business-favorable provisions, including reduced taxes for pass-throughs and accelerated depreciation deductions and, on the flip side, a limited interest expense deduction.
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Estate planning when time is short
January / February 2018
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 734
Abstract: No one wants to contemplate their own mortality or that of a loved one. It’s one of the reasons people tend to procrastinate when it comes to estate planning. And for people whose life expectancies are short — because they’re terminally ill or advanced in age — planning can be even more difficult. This article details planning steps to take that can offer a family financial peace of mind.
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Retirement ahead? Choosing the right pension plan payout option requires planning
May / June 2015
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 734
Abstract: A decision that many retirees face is choosing the best option for receiving payouts from a pension plan. Would a lump-sum payment be the best option, or would it be better to go with an annuity? If the latter, is it better to go with single life or joint life? What about combining a single-life pension payout with a life insurance policy? This article explains that the answers depend on such factors as the beneficiary’s and spouse’s actuarial life expectancies, current health conditions and family medical histories, along with current financial needs and the possible desire to provide a spouse with a continuing source of current income.
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Leveraging the power of your company’s managers
February / March 2013
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 734
Abstract: If top managers aren’t getting the most from their respective teams, the company is operating at a competitive disadvantage. This article describes some ways an organization can ensure it’s leveraging the true power of its management to get maximum results. These methods include reinforcing collaboration and nurturing knowledgeability among managers, along with assessing their performance and organizing a retreat.
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Is your company’s 401(k) plan ready for year end
August / September 2012
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 734
Abstract: Companies offering employees a 401(k) plan need to check on a number of items well before year end. And this holds true whether they self-administer their plan or use a third-party administrator. This article lists some of the questions to ask and describes tests to perform. It also notes the importance of reviewing enrollment materials and considering specific changes to make to a plan before January.