2022
Showing 1–16 of 467 results
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Two essential documents to protect your estate
December 2022
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 260
Abstract: Estate planning isn’t just about what happens to a person’s assets after death. It’s also about protecting one’s family during his or her lifetime. This article discusses two estate planning documents that are essential for everyone: a living will and a health care power of attorney.
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Have you considered a cost segregation study?
December 2022
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 336
Abstract: Because of the economic impact of inflation, many companies may need to conserve cash and not buy much equipment this year. As a result, the business may not be able to claim as many depreciation tax deductions as in the past. However, if the company owns real property, there may be another approach to depreciation to consider: a cost segregation study.
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The pros and cons of NQDC plans
December 2022
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 485
Abstract: Nonqualified deferred compensation (NQDC) plans allow participants to set aside large amounts of tax-deferred compensation, but they may also pose substantial risks. This article distinguishes NQDC plans from qualified defined contribution plans and discusses the pluses and minuses.
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What’s your taxpayer filing status?
December 2022
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 543
Abstract: For many people, December 31 means a New Year’s celebration. However, from a tax perspective, it means thinking about which filing status a taxpayer will use for that year’s tax return. This article reviews the five statuses. A sidebar looks at whether a married person can file as “head of household.”
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Estate Planning Pitfall – Your estate is tied too closely to specific gifts
Year End 2022
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 350
Abstract: A person’s will is designed to provide for the disposition of his or her possessions and tie up any loose ends in the estate. To accomplish these goals, one may include specific bequests to named beneficiaries. However, doing so may result in unintended outcomes. This brief article illustrates this point using two fictional scenarios.
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A spouse’s inheritance rights vary state by state
Year End 2022
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 669
Abstract: If a person is preparing to get remarried, estate planning likely isn’t top of mind. However, depending on the state he or she lives in, his or her spouse has property rights that apply regardless of the terms of the estate plan. This article takes a closer look at spousal rights and details strategies available to limit them.
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Who should you name as your children’s guardian?
Year End 2022
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 619
Abstract: Parents of young children likely have put a lot of thought into raising their kids, ranging from schooling to activities to religious upbringing. But what happens if a parent (or both) should unexpectedly die? This article explains why it’s so important to name a guardian in one’s estate plan.
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A living trust and a pour-over will – Two estate planning documents working in tandem
Year End 2022
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 878
Abstract: Comprehensive estate planning often goes much further than simply having a will. For instance, one can provide for transfers of assets to a living trust (also known as a revocable trust) to supplement the will. For many, the best part of this strategy is that the trust assets don’t have to pass through probate. An additional step can be taken by creating a pour-over will. This article explains how a living trust and a pour-over will work together. A sidebar explains the differences between a revocable and irrevocable trust.
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News for Nonprofits – Community foundations pull back on funding
Year End 2022
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 436
Abstract: This issue’s “News for Nonprofits” highlights a survey showing community foundations pulling back on funding, a report on the somewhat sluggish and vulnerable recovery of nonprofits post-pandemic, and the introduction of several new options when it comes to Internet domain names from Public Interest Registry, the Virginia-based nonprofit that coordinates website domains.
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Is a CFO the right choice for your nonprofit?
Year End 2022
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 671
Abstract: As nonprofits grow, some may struggle with the financial side. Let’s face it, nonprofits generally begin with a vision or passion, and not with financial know-how. For some organizations, a chief financial officer (CFO) may be a good choice. This article reviews what a CFO does, which organizations may need a CFO, where to find one and whether organizations can outsource CFO responsibilities.
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Inflation and rising interest rates: What to expect
Year End 2022
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 598
Abstract: The inflation rate hit highs in 2022 not seen since the early 1980s, and the federal funds interest rate has continued to climb steadily, after historically low rates during the height of the pandemic. Few nonprofit leaders have dealt with such economic conditions before. This article provides some insights on the landscape ahead and how nonprofit organizations might prepare to navigate it.
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Cybersecurity 101 – Train your staff to combat hackers
Year End 2022
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 792
Abstract: When it comes to cyberthreats, employees are on the front line, but many of them are unprepared. They may not be aware of the risks and red flags, and they may not know how to respond when cybercriminals strike. With the average total cost of a data breach at $4.35 million, and nonprofits far from immune, it’s time to provide staff with the training they need. This article summarizes the critical components of cybersecurity training, including passwords; social engineering; business vs. pleasure online accounts and devices; and safe browsing. A brief sidebar discusses the benefits of interactive cybersecurity training.
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Discover the “hidden” advantage of HSAs
November 2022
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 262
Abstract: Employers may want to explore the benefits of providing Health Savings Accounts (HSAs) to their workforce. When coupled with a high-deductible health plan, an HSA can be a powerful tool for funding medical expenses on a tax-advantaged basis. This brief article outlines the advantages and the 2022 contribution limits.
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As travel returns, so do travel scams
November 2022
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 391
Abstract: Many people are traveling again, for business and for pleasure. But as travel demand increases, so does travel-related fraud. This article describes how scam artists seek to use phone calls, emails and other means to take advantage of travelers — and offers tips to help individuals avoid becoming victims.
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Selling trade or business property? Know the tax effects
November 2022
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 487
Abstract: The sale of business or trade property can be subject to many rules, depending on the details. Factors that affect the taxability of the sale include the type of property, the primary use and how long the property was held. This article gives a rundown of the rules.
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Year-end gifts and the gift tax annual exclusion
November 2022
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 556
Abstract: Many people want to make gifts of cash and stocks to loved ones during the holidays and at year-end. If properly used, the annual exclusion allows you to give to family members and loved ones and reduce the size of your taxable estate, within limits. This article provides details.