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Showing all 11 results
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Managing capital gains – The right timing can result in significant tax savings
July / August 2022
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 774
Abstract: For those who plan to sell their capital assets, a little planning can do wonders for their tax bills. Capital assets include a wide range of property held for personal or investment purposes, including stocks, bonds, real estate, jewelry and collectibles. This article provides a few rules of thumb that may reduce capital gains taxes.
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Take full advantage of your annual gift tax exclusion
Year End 2021
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 774
Abstract: One of the most effective estate-tax-saving techniques is also one of the simplest and most convenient: making maximum use of the annual gift tax exclusion. Individuals can annually make up to $15,000 in gifts per person gift tax free ($16,000 in 2022). This article explains how an individual can maximize the amount of assets he or she can annually pass to loved ones using the annual gift tax exclusion. A sidebar details when a gift tax return must be filed.
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New overtime pay rules for 2020
February / March 2020
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 774
Abstract: The new rules governing overtime pay, which the Department of Labor (DOL) announced in September 2019, carry an effective date of January 1, 2020. The changes are significant, so it’s important for businesses to ensure compliance with them. This article notes the biggest change, which is the increase in the earnings threshold required to exempt many executive, administrative and professional employees from the minimum wage and overtime requirements of the Fair Labor Standards Act (FLSA). The article explains which businesses will be most affected and how to claim an exemption from overtime regulations for specific types of employees. A sidebar suggests that judicious use of overtime is one strategy for keeping budgets in check.
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Do you understand how taxes will affect your donors?
February / March 2019
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 774
Abstract: Helping donors understand the requirements and benefits of their gifts to a not-for-profit will help the organization strengthen those relationships. This article discusses the varying deductibility of different types of gifts — including cash, property and vehicles — and when fair market value can be applied.
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Be prepared for long-term care
April / May 2017
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 774
Abstract: Although the need for long-term care (LTC) may be far in the future for many of us, it’s never too soon to plan for it. This article describes the benefits of LTC insurance and defines some common terminology, such as the “benefit trigger” and the “elimination period.” The article notes that the decision of whether to buy LTC insurance depends on a variety of factors, including net worth and estate planning goals.
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Be careful what you toss – Plan record retention requirements
October / November 2015
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 774
Abstract: As far as the IRS is concerned, you can’t save too many retirement plan documents. Plan sponsors, on the other hand, might reasonably feel the need to free up file storage space every now and again by purging documents no longer needed. This article examines where to draw the line. A sidebar looks at IRS rules for documentation of hardship withdrawals and participant loans.
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Applying the “economic realities” test in employee classification
September / October 2015
Newsletter: Employment Law Briefing
Price: $225.00, Subscriber Price: $157.50
Word count: 774
Abstract: To mitigate legal liability, employers are urged to step carefully when engaging independent contractors. Anyone interested in a real-life reason why need look no further than a recent decision handed down by the U.S. Court of Appeals for the Sixth Circuit. This article covers the ruling, in which the court applied the “economic realities” test to determine whether a plaintiff’s claim to overtime pay under the Fair Labor Standards Act (FLSA) should stand. Keller v. Miri Microsystems LLC, No. 14-1430, March 26, 2015 (6th Cir.)
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A needle in a haystack – Among all of the choices, how do you find the right mutual funds?
July / August 2010
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 774
Abstract: With thousands of mutual funds to choose from, it might be difficult to find the right ones. But the odds can be improved by focusing on long-term performance, expense ratios, turnover rates, identifying the individuals that are in charge, and performance in bear vs. bull markets.
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Review your Medicare ABCs to stay competitive in 2009
Spring 2009
Newsletter: Vital Signs
Price: $225.00, Subscriber Price: $157.50
Word count: 774
Abstract: Most everyone has heard the old adage “Everything you need to know you learn in kindergarten.” For medical practices in 2009, when it comes to Medicare and staying competitive, that old adage may be truer than ever. This article points out key areas, such as e-Rx and PQRI, that practices need to review to stay competitive.
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Trouble finding a group health policy? The 411 on other options
Year End 2008
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 774
Abstract: Offering group health insurance through your company is a great benefit for your employees as well as for your business. But some businesses may find group health insurance cost-prohibitive. This article offers some alternatives when group health coverage through the company isn’t feasible. It explains the ins and outs of private health insurance, and it explores some popular consumer-directed programs that can help employees with their medical expenses. (Updated 1/4/12)
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Bring both direct and intrinsic value to your practice with clinical trials
Spring 2008
Newsletter: Vital Signs
Price: $225.00, Subscriber Price: $157.50
Word count: 774
Abstract: Because of the prestige and publication rights of the trials, clinical trials have historically been centered in academic medical settings. Yet because of the motivation to get products to market within a reasonable time frame, the industry has turned to working with private physician groups to expedite the process. This article explains how offering clinical trials to patients can bring both direct and intrinsic value to a practice.