2018

Showing 465–480 of 630 results

  • Identity theft and your tax returns: How to protect yourself

    March / April 2018
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 724

    Abstract: Tax returns are a prime target for identity thieves. After all, the IRS processes more than $300 billion in tax refunds every year, and criminals follow the money. A thief needs little more than your name and Social Security number (SSN) in order to file a fraudulent tax return and pocket the refund. This article examines techniques to use to protect against identity theft.

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  • The Tax Cuts and Jobs Act – How will it affect your tax bill?

    March / April 2018
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 884

    Abstract: At the end of 2017, the most sweeping tax reform legislation in decades was signed into law. This article examines how the Tax Cuts and Jobs Act (TCJA) affects individual and business taxes. A sidebar takes a brief look at the estate-planning-related provisions of the TCJA.

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  • Using blockchain to build a better real estate transaction

    March / April 2018
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 450

    Abstract: Blockchain technology first gained attention as the digital ledger that makes Bitcoin transactions possible. Today, it’s migrated to other areas that could benefit from a distributed, unalterable ledger. This brief article examines why blockchain is a logical fit for real estate transactions, which can be riddled with inaccuracies.

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  • Ways to keep your properties profitable

    March / April 2018
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 671

    Abstract: While the U.S. real estate market is currently enjoying an upswing in most areas, it’s seen numerous downturns over the years. Whether the market is up or down, commercial property owners and investors continually look for ways to enhance profits. This article highlights some suggestions to consider.

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  • Is a GP fund right for your deal?

    March / April 2018
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 552

    Abstract: Sponsors are often on the hunt for innovative ways to fund their real estate projects, particularly when they find themselves under capital constraints that limit their ability to invest. This article discusses why some sponsors turn to general partner (GP) funds to meet their capital contribution obligations while maintaining the freedom to invest in additional projects.

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  • Sitting pretty – Real estate industry among the big winners on new tax law

    March / April 2018
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 938

    Abstract: By passing the Tax Cuts and Jobs Act (TCJA) in late December 2017, Congress granted the holiday wishes of many involved in real estate. While the TCJA brought good cheer for the business community in general, the real estate industry is particularly likely to reap some lucrative rewards. This article highlights some of the provisions affecting real estate. A sidebar discusses the retention of Section 1031 like-kind exchanges and certain tax credits.

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  • Estate planning: Why gifts still matter

    March / April 2018
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 508

    Abstract: With the federal gift and estate tax exemptions so high, making lifetime gifts to loved ones may seem less critical than it might have in the past. But, as this article argues, even for those with estates within the exemption amount, a lifetime gifting program offers significant estate planning and personal benefits.

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  • Navigating your way through the senior housing maze

    March / April 2018
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 627

    Abstract: When it comes to housing for seniors, the number of options can be daunting. This article explains how to make the best choice for elderly relatives given their budget, level of care needed and distance to family and friends.

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  • GARP investing seeks a middle ground

    March / April 2018
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 644

    Abstract: This article discusses the investment philosophy known as growth at a reasonable price (GARP). By combining aspects of growth and value investing — two common but often seemingly opposing investment styles — GARP can be a worthwhile strategy for investors who prefer to occupy a middle ground.

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  • Get your retirement savings back on track with catch-up contributions

    March / April 2018
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 840

    Abstract: Only 18% of Americans are “very confident” that they’ll have the savings they’ll need to enjoy retirement. For individuals in this situation, “catch-up” contributions can help. This article talks about how much people 50 and older can contribute annually to tax-advantaged retirement accounts. A sidebar looks at possible tax benefits of retiring abroad.

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  • News for Nonprofits – What it takes to score with employees

    February / March 2018
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 440

    Abstract: This issue’s “News for Nonprofits” spotlights a popular job search site’s ranking of the best nonprofits to work for; the results of a study that reveals how nonprofit marketers are falling behind in their efforts to use emails as a marketing tool; and a study that found that many nonprofits are turning to fundraising for help growing their organizations.

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  • Your game plan for effective social media use

    February / March 2018
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 569

    Abstract: Most nonprofits have some degree of a social media presence, but it isn’t always effective. Organizations can flounder in their attempts to be successful on this playing field, but problems are often surmountable and cost little or nothing to solve. This article looks at defining a strategy for social media and creating an effective social media plan. Measuring results is also briefly discussed.

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  • Joint expenses – Allocating program and fundraising costs

    February / March 2018
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 643

    Abstract: In recent years watchdog groups, the media and others have tightened the screws to make sure nonprofits are spending more money on core programs and less on administration and fundraising. Thus, nonprofits have an incentive to report that they’re doing just that. But there’s something nonprofits must keep in mind: Accounting rules require that the full cost of any activity with a fundraising component be shown as a fundraising expense, unless certain criteria are met. This article explains that distinction.

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  • Are you covered? Get a grip on your nonprofit’s insurance needs

    February / March 2018
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 846

    Abstract: With the mission-related challenges nonprofits juggle every day, taking inventory of insurance coverage can fall under the radar. This article discusses how insurance coverage has changed for nonprofits, and describes the different types of insurance a nonprofit might consider today depending on its requirements. A sidebar explains how an organization might need auto insurance even if it doesn’t own any vehicles.

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  • Ask the Advisor – Q: Should I consider offering a prospective buyer a break fee?

    February / March 2018
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 398

    Abstract: This column tackles the topic of break (or breakup) fees, which potential business sellers sometimes offer to buyers. If the seller doesn’t go ahead with the M&A deal, this fee reimburses the buyer for its time and deal-related expenses.

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  • Tuck-in acquisitions take work to succeed

    February / March 2018
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 624

    Abstract: “Tuck-in” acquisitions occur when a larger company acquires a smaller one with similar products and services and folds that business into its existing operations. Although popular, these transactions don’t always run as smoothly as their name might imply. This article provides tips to help ensure the successful integration of tuck-in acquisitions.

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