2015
Showing 65–80 of 732 results
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Year end tax strategies can save your dealership money
November / December 2015
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 833
Abstract: This article discusses year end tax-planning topics, including inventory management, expense accruals and prepaid expenses, while providing a number of tax-saving tips. A sidebar highlights fixed asset depreciation and tax extenders.
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Earn 5% or more on liquid assets
December 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 164
Abstract: Paying off a home loan having an interest rate of 5% with one’s excess liquid assets is just like earning 5% on those funds. This short article notes the benefit of paying down debt.
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Seniors age 70½ take your required retirement distributions before year end
December 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 147
Abstract: The tax laws generally require individuals with retirement accounts to take annual withdrawals beginning at age 70½. Failure to take a required withdrawal can result in a penalty of 50% of the amount not withdrawn. This short article explains why it’s usually (but not always) advisable to take a distribution before the end of the year.
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Education planning: It’s best to start early
December 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 648
Abstract: The increasing costs of higher education have made education planning an important aspect of personal financial planning. However, because the actual expenditure will not be incurred for many years, it is often given a low current priority. Unfortunately, this tendency to postpone the issue may eliminate several education planning strategies that must be implemented early to be effective. This article examines the costs and discusses six methods to pay for college.
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Providing tax-free fringe benefits to employees
December 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 595
Abstract: An important part of any compensation package is fringe benefits, especially tax-free ones. From an employee’s perspective, one of the most important fringe benefits is medical coverage. Disability, life, and long-term care insurance benefits are also significant to many employees. Fortunately, these types of benefits can generally be provided on a tax-free basis to employees. This article takes a look at these and other common fringe benefits.
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What you should know about capital gains and losses
December 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 486
Abstract: This article offers facts about capital gains and losses, discussing concepts such as long- vs. short-term losses, carryover losses, deductible losses, net capital gain, and more.
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Practical Perspectives: Key financial issues for you and your family – Expectant couple learns about the child credit
October / November 2015
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 427
Abstract: This month’s “Practical Perspectives” introduces us to Jake and Marsha. This recently married couple is expecting their first child before year end, so they sat down with their tax advisor to discuss how that might affect their return. He told them the good news first — they likely qualify for the child tax credit.
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Moneylines: News briefs for businesses
October / November 2015
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 276
Abstract: This issue’s “Moneylines” presents three timely items for business owners: 1) an update on the extended deadline of an important accounting standard, 2) survey data showing that many CFOs face significant challenges dealing with varying personality types, and 3) notice of recent Department of Labor guidance on the important issue of proper handling of independent contractors.
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Should you add an annuity to your retirement portfolio?
October / November 2015
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 698
Abstract: It’s both common and understandable for anyone to feel like his or her retirement portfolio isn’t quite enough. One possible addition that may make sense for many people is an annuity. This article explains how annuities work and describes their potential advantages and risks.
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Protect your road warriors – Understanding the tax ramifications of business travel
October / November 2015
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 1073
Abstract: Although conference calls and Web meetings are increasingly prevalent, plenty of dedicated “road warriors” still engage in business-related travel. It’s important for the companies sending them into battle to know and understand the tax ramifications. This article examines concepts such as accountable plans, “business travel status” and how to define a “tax home.” A sidebar offers three timely tips for year end tax planning.
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Confidentiality agreements – Why it’s important to address whistleblowing
October / November 2015
Newsletter: Public Company Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 422
Abstract: The Securities and Exchange Commission (SEC) has begun to crack down on confidentiality agreements that potentially stifle employee whistleblowing. This short article discusses why it’s important to address the issue in order to avoid monetary penalties and other sanctions.
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SEC to relax registration requirements
October / November 2015
Newsletter: Public Company Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 630
Abstract: An initial public offering (IPO) isn’t the only way a private company would have to start filing certain documents with the SEC. Companies are required to register with the SEC in accordance with the Securities Exchange Act of 1934 after they reach a certain number of shareholders and a certain level of assets. To enable private companies to stay private longer (and conduct an IPO when they’re ready), the Jumpstart Our Business Startups (JOBS) Act of 2012 relaxed the registration requirements. And the SEC is preparing to finalize proposed regulations implementing the new requirements. This article discusses the SEC’s higher reporting thresholds and treatment of equity compensation.
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Rounding up recent accounting developments
October / November 2015
Newsletter: Public Company Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 564
Abstract: Keeping up with changing accounting standards is critical to every public company’s well-being. This article explains why it’s important to review recent developments that affect consolidation, pushdown accounting, hedge accounting, lease accounting, and debt issuance costs.
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Time to review your director compensation plan?
October / November 2015
Newsletter: Public Company Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 871
Abstract: In the last 10 years, shareholder litigation over allegedly excessive executive compensation has become increasingly common. And more recently, some shareholders have set their sights on director compensation. If a company’s compensation plan fails to impose specific limits on director compensation, particularly equity compensation, it may be vulnerable to a shareholder challenge. This article discusses a recent derivative action by the Delaware Chancery Court in Calma v. Templeton. A sidebar discusses why it’s likely that there will be more litigation over director compensation going forward.
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News for Nonprofits – Millennials reach workplace milestone
October / November 2015
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 438
Abstract: This issue’s “News for Nonprofits” reports that Millennials now comprise more than one-third of all employees and explains what that means to the nonprofit workplace. Another item discusses how the recent U.S. Supreme Court same-sex marriage ruling could change employee benefits in the areas of group health care plans and family and medical leave.
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Form 990 or 990-EZ – Who’s a Schedule L “interested person”?
October / November 2015
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 584
Abstract: The IRS is stepping up its efforts to ensure that no nonprofit insiders — those able to exert influence over the organization’s decision making — are benefiting from their position. Nonprofits yet to file Schedule L, “Transactions With Interested Persons,” with Form 990 or 990-EZ should pay attention to the changes in the definition of “interested person” for 2014. This article explains those changes, which are likely to make gathering this information easier than in past years, and might affect the number of independent directors that nonprofits report on Form 990.