2020
Showing 145–160 of 589 results
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Taking distributions from your traditional IRA
August 2020
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 404
Abstract: If you’re like many people, you’ve worked hard to accumulate a nest egg in your traditional IRA. Knowing the finer points of the distribution rules is critical — particularly as some of these rules have temporarily changed under the Coronavirus Aid, Relief and Economic Security (CARES) Act. This article covers the latest details.
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Is your portfolio ready for a REIT?
August 2020
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 482
Abstract: The stock market’s roller coaster ride this year, spurred largely by the COVID-19 crisis, has many people craving stability. One way to potentially steady a portfolio is with real estate. This article looks at real estate investment trusts.
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Risks vs. benefits of life insurance loans
August 2020
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 565
Abstract: Because of the economic downturn triggered by the COVID-19 crisis, many people have found themselves in need of cash to pay unexpected medical bills, mortgage payments and other expenses. One option is to borrow against the cash value of a permanent life insurance policy. This article explores the risks and benefits of such a strategy, while a sidebar looks at a myth that represents a life insurance loan as a tool that “pays for itself.”
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Tax Tips
September / October 2020
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 411
Abstract: These brief tips explain the CARES Act provision that provides refund opportunities for excess business losses; details IRS guidance that provides more time to invest in Qualified Opportunity Funds; and explores the benefits of being able to sign off on retirement plan elections remotely.
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The spousal lifetime access trust – Uncertain economic times call for flexibility
September / October 2020
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 656
Abstract: One of the many lessons resulting from the COVID-19 pandemic and resulting economic downturn is that it’s imperative to build flexibility into your estate plan. Indeed, many people had been taking advantage of the current, record-high gift and estate tax exemption by gifting assets tax-free to family members. But then circumstances drastically changed earlier this year, and many are now much more reluctant to give away substantial amounts of wealth, for fear that they may need access to it down the road. This article explains why a spousal lifetime access trust may work to one’s advantage.
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Year-end tax planning for investors
September / October 2020
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 709
Abstract: For investors, 2020 has been marked by volatility and uncertainty. As year end approaches, it’s a good idea for investors to review their portfolios and consider strategies for reducing their tax bills, improving cash flow and positioning themselves for future growth. This article examines a few tax planning moves worth exploring.
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Is your cafeteria plan in compliance? Common mistakes can be a recipe for disaster
September / October 2020
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 828
Abstract: Cafeteria plans can be an attractive and cost-effective tool for offering benefits to employees, providing substantial tax savings for employer and employees alike. But all too often, businesses fail to fully appreciate the requirements that must be met to achieve these savings. One misstep could turn years of pretax salary reductions into taxable compensation, with potentially disastrous results. This article details how cafeteria plans work and lists pitfalls to avoid. A sidebar explains IRS guidance that eases cafeteria plan rules because of the COVID-19 pandemic.
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Monitor these metrics to boost online profitability
September / October 2020
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 324
Abstract: Much of selling moved online during the COVID-19 crisis this spring for practically all retailers, including automobile dealerships. The percentage of vehicles sold online increased from less than 10% before the pandemic to 27% in April. This article highlights ways to boost profits in this environment, notably by increasing the profitability of online sales.
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Pandemic buying: Consumer trends to track
September / October 2020
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 638
Abstract: Several consumer automotive trends have emerged since the onset of the COVID-19 pandemic. They provide valuable insights into how consumers view the purchase and ownership of cars and trucks in the current environment. This article highlights three trends: car ownership becoming more comforting, customers expecting to find great deals, and buyers relying more heavily on digital dealership interactions.
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Controlling cash in a down economy
September / October 2020
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: The COVID-19 pandemic has created an economic downturn of a severity seldom experienced in our nation. Many businesses, including dealerships, have turned to government and business loans to help keep them up and running. But there may be other sources of cash, right in the dealership, that should also be explored. This article looks at three of these cash sources: salaries, inventory and receivables.
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The “new normal” – How to succeed in the shadow of COVID-19
September / October 2020
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 822
Abstract: COVID-19 has resulted in new ways of doing business. Practically everything from the way buyers shop for vehicles and perform test drives to how paperwork is handled has changed due to the pandemic. This article discusses changes that may be here to stay, such as increased online sales, bumped-up use of digital tools, and limited employee and customer in-store contact. A sidebar spotlights supply chain disruptions.
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Monitor these metrics to boost online profitability
Fall 2020
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 324
Abstract: Much of selling moved online during the COVID-19 crisis this spring for practically all retailers, including automobile dealerships. The percentage of vehicles sold online increased from less than 10% before the pandemic to 27% in April. This article highlights ways to boost profits in this environment, notably by increasing the profitability of online sales.
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Pandemic buying: Consumer trends to track
Fall 2020
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 638
Abstract: Several consumer automotive trends have emerged since the onset of the COVID-19 pandemic. They provide valuable insights into how consumers view the purchase and ownership of cars and trucks in the current environment. This article highlights three trends: car ownership becoming more comforting, customers expecting to find great deals, and buyers relying more heavily on digital dealership interactions.
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Controlling cash in a down economy
Fall 2020
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: The COVID-19 pandemic has created an economic downturn of a severity seldom experienced in our nation. Many businesses, including dealerships, have turned to government and business loans to help keep them up and running. But there may be other sources of cash, right in the dealership, that should also be explored. This article looks at three of these cash sources: salaries, inventory and receivables.
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The “new normal” – How to succeed in the shadow of COVID-19
Fall 2020
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 822
Abstract: COVID-19 has resulted in new ways of doing business. Practically everything from the way buyers shop for vehicles and perform test drives to how paperwork is handled has changed due to the pandemic. This article discusses changes that may be here to stay, such as increased online sales, bumped-up use of digital tools, and limited employee and customer in-store contact. A sidebar spotlights supply chain disruptions.
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Subchapter V: New reorganization rules for small businesses
September / October 2020
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 419
Abstract: The COVID-19 crisis is prompting many struggling business owners to seek relief through bankruptcy. Recent changes to the bankruptcy law, as well as a provision in the Coronavirus Aid, Relief and Economic Security Act, may allow certain small businesses to avoid Chapter 7 liquidation and, instead, opt for a new, more affordable type of Chapter 11 reorganization. This article provides an overview of what’s changed.