2018
Showing 1–16 of 630 results
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Is a PTO contribution arrangement right for your business?
December 2018
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 205
Abstract: Many businesses find themselves short-staffed from Thanksgiving through December 31 as employees use, rather than lose, their remaining paid time off (PTO). One way to curtail this dilemma is a PTO contribution arrangement, whereby unused vacation hours are converted to retirement plan contributions. This brief article describes how such an arrangement might work.
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Accelerating your property tax deduction to reduce your tax bill
December 2018
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 412
Abstract: Smart timing of deductible expenses can reduce tax liability, and poor timing can unnecessarily increase it. One deductible expense that taxpayers may be able to control is their property tax payments. This article examines the prospect of prepaying property taxes that relate to this year so they’re deductible on one’s 2018 taxes.
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Use capital losses to offset capital gains
December 2018
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 464
Abstract: When is a loss actually a gain? When that loss becomes an opportunity to lower tax liability, of course. This article discusses the tried-and-true strategy of using capital losses to counter the potentially costly impact of capital gains.
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An intrafamily loan is worth careful consideration
December 2018
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 561
Abstract: Intrafamily loans can provide family members with financial support and encourage children to learn financial responsibility, all without diminishing one’s “nest egg.” But there are risks to consider. This article explains how an intrafamily loan should work and what to watch out for.
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News for Nonprofits – Chatbots can help you do more for less
Year End 2018
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 441
Abstract: This issue’s “News for Nonprofits” focuses on chatbots that can help nonprofits get more done, charity athletic events that are facing financial obstacles, a new feature in Amazon’s popular virtual voice assistant, and an expansion of Facebook’s Workplace chat and communication platform.
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Shooting for consistency – New rules clarify accounting for grants and contributions
Year End 2018
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 767
Abstract: When the FASB released new rules for revenue recognition in 2014, contributions were specifically excluded. Now the FASB is offering further guidance in its ASU No. 2018-08, Not-for-Profit Entities (Topic 958): Clarifying the Scope and Accounting Guidance for Contributions Received and Contributions Made. This article explores the issues that prompted the new rules, the definition of a “contribution” and what makes a contribution conditional. A sidebar explains how the new FASB guidance on grants and contributions also modifies the “simultaneous release” option included in GAAP.
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Volunteer retention – Keep old friends
Year End 2018
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 617
Abstract: Training a new volunteer is time-consuming and costly. And that’s only one reason why not-for-profit organizations want to hold on to their volunteers once they’ve come aboard. This article briefly details the real value of volunteers, and discusses training them and rewarding their accomplishments. It also spotlights some of the best ways to retain volunteers, such as by acknowledging their interests and using their talents.
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Is a merger right for you?
Year End 2018
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 715
Abstract: In the wake of the new tax law and other developments, many nonprofits are looking for ways to solidify their financial footing — including the possibility of merging with another organization. But a merger isn’t something to be entered into lightly. This article discusses the structure of a merger and other collaborations a nonprofit may pursue, such as consolidations, parent-subsidiary arrangements and affiliations. It also highlights the due diligence process and collaboration costs.
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Estate Planning Pitfall – You’re not making direct payments of tuition and medical expenses
Year End 2018
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 282
Abstract: When it comes to gifting strategies, there are many to choose from. One such option is to make direct payments of tuition and medical expenses. This brief article provides the specifics of how this strategy works.
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Thinking long term – Don’t overlook long-term care planning
Year End 2018
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 639
Abstract: An illness that requires long-term care (LTC) can quickly deplete one’s savings and derail an estate plan. Thus, LTC planning is a critical part of estate planning. This article explains why LTC insurance is an important part of the planning process.
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Smart estate planning begins with protecting your assets
Year End 2018
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 712
Abstract: It’s one thing to earn enough to live a comfortable lifestyle. It’s yet another to develop a plan for protecting one’s assets so that there’s more for heirs after death. If one has been fortunate enough to achieve the former, there are estate planning tips to help with the latter. This article details asset protection strategies.
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Don’t be afraid of probate
Year End 2018
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 880
Abstract: Probate. The word itself is enough to strike fear into the hearts of elderly individuals and their loved ones. It conjures images of lengthy delays waiting for wealth to be transferred and bitter disputes among family members. Plus, probate is open to the public. This article explains why, with proper planning, probate can be avoided. A brief sidebar examines which assets don’t go through the probate process.
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COMPLIANCE ALERT
Year End 2018
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 188
Abstract: This feature lists a few key year-end tax reporting deadlines for December and January.
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What to do if you inadvertently blow through 415(c) limits
Year End 2018
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 411
Abstract: What happens if a plan allocates too much money to a plan participant’s 401(k) account in a given year? This article reviews recent IRS guidance about the steps for plan sponsors to take in this situation.
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Not planning for early retirement threatens employees’ financial security
Year End 2018
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 695
Abstract: Employees often are unfazed by retirement calculators or other recommendations telling them they’ll need to step up the pace of their retirement savings to retire at a “normal” age. The Employee Benefit Research Institute’s latest “retirement confidence survey” compared what employees say their retirement timing plans are to when people in general (not the same people stating their intentions) actually do retire. This article looks at the study and what employers can do to help participants avoid being surprised when they do retire.
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Is there a “MEP” in your future? Streamlined retirement plan model under review
Year End 2018
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 627
Abstract: For small employers, the costs of administering a retirement plan can be intimidating. Legislation in Washington could provide some relief — particularly for very small employers — by easing regulatory restrictions covering “multiple employer plans” (MEPs). This article highlights how the changes will help small employers participate in MEPs.