897
Showing all 9 results
-
Need a retirement plan? Keep it SIMPLE
June / July 2023
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 897
Abstract: Business owners who recently started a new venture — or expanded an existing one — may be looking for a qualified retirement plan to help attract and retain top-notch workers as well as saving for their own retirements. This article notes that while there are several options, a Savings Incentive Match Plan for Employees (SIMPLE) could be a good fit. As the name implies, the design is simple and reporting is minimal. In addition, the new SECURE 2.0 Act enhances the benefits for certain plan participants.
-
Consider taxes when moving to a new state
Spring 2022
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 897
Abstract: One byproduct of the COVID-19 pandemic is that for many jobs, remote work is here to stay. With greater flexibility to work from anywhere, many people are considering moving further away from their jobs, even to a new state. This article explains that relocating to another state can create income tax complications, so people will need to familiarize themselves with potential tax issues before they make a move.
-
Just say no to no-shows – Practices can develop various ways to tackle the problem
Fall 2019
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 897
Abstract: Every medical practice has unreliable patients who don’t show up for appointments. So every practice should develop ways to reduce the number of people who fail to keep them. This article offers some strategies to help improve patient no-show rates, including tracking no-shows and using automated reminder messages. A sidebar discusses some problematic approaches to dealing with no-shows.
-
How can you mend a broken trust? Try decanting
May / June 2019
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 897
Abstract: An irrevocable trust can be a powerful estate planning tool, but in some cases irrevocability could be a disadvantage. The risk that a trust will cease to serve its purpose is greater if it’s designed to operate over several generations. One strategy that may allow you to fix a broken trust is decanting. This article details how to decant a trust and explains the tax consequences. A brief sidebar explores other options for amending an irrevocable trust.
-
Taking stock of your estate plan – Why business owners should consider an ESOP
March / April 2016
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 897
Abstract: Employee stock ownership plans (ESOPs) offer closely held business owners an exit strategy and a tax-efficient technique for sharing equity with employees. An ESOP can also be a powerful estate and retirement planning tool. This article explains how ESOPs can help business owners address several planning challenges, including lack of liquidity and the need to provide for children outside the business. A sidebar looks at the pros and cons of S corporation ESOPs.
-
Small vs. large plan annual report filing – Get ready to file Form 5500
April / May 2014
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 897
Abstract: Generally, all qualified retirement plans subject to ERISA must file an annual report summarizing the plan’s investments and overall financial condition. The plan administrator satisfies this requirement by filing IRS Form 5500. But which version of Form 5500 — including its many schedules — to file depends on the plan’s size. This article reviews the rules of how to count participants to determine which forms to file and summarizes the forms and their many schedules.
-
Head off acquisition anxiety — and get your deal done
October / November 2013
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 897
Abstract: Owners may have to clear some big psychological hurdles when selling the company they built. But it’s important not to let such qualms upset negotiations or the deal’s final steps. By acknowledging and preparing for potential triggers, owners will be able to handle last-minute jitters that could otherwise derail the transaction. This article offers several steps to maintain a cool head. But a sidebar warns that premerger jitters are sometimes justified.
-
Maintaining tax-exempt status — Can it be done in light of PPACA?
Spring 2012
Newsletter: Healthcare Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 897
Abstract: For almost a decade, pressure has been growing on nonprofit hospitals to justify their tax-exempt status. In a few cases, IRS enforcement efforts have led to some hospitals losing their nonprofit status. On top of that, the Patient Protection and Affordable Care Act (PPACA) has imposed new requirements on these facilities. This article discusses traditional risk areas for tax-exempt hospitals, and lists steps they should take to protect their tax-exempt status. A sidebar briefly discusses whether Accountable Care Organizations (ACOs) may qualify for such status.
-
9 steps to designing a sound investment policy
October / November 2010
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 897
Abstract: Not-for-profits need to develop formal investment policies that reflect their intentions and support of their organizations as they move forward. This article offers some strategies adopted from one university foundation’s investment policy. They include stating one’s constraints, defining volatility and organizational risk, and giving asset allocation special attention. A sidebar offers additional components nonprofits may want to incorporate in their formal investment policies.