Good Afternoon, Here Are Your Articles for Wednesday, May 24, 2017
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  • Special Video Report: Know the Importance of Job Descriptions

    For businesses to survive and prosper, employees have to adapt quickly to changing situations. That's why it's more important than ever that job descriptions reflect employees' job duties. Click through to learn how to make sure management and staff are all on the same page.

    Saved on 05-28-2017 - Remove
  • Don't Get Caught by IRA Rollover Rules

    You have a lot of flexibility with an IRA, but there are some important, and rigid, rollover rules. Don't find yourself accidentally violating them. Click through for information on a rollover rule many investors don't know about.

    Saved on 05-27-2017 - Remove
  • Watch Out for Reverse Mortgage Scams

    Reverse mortgages can be a great resource for older adults who want additional income for home care or other essential expenses. But you have to be careful when entering into an agreement. Click through to make sure you're not being cheated.

    Saved on 05-27-2017 - Remove
  • Leave Your Estate to Your Grandchildren

    There may be reasons to skip your children and leave most or all of your estate to your grandchildren. This is possible, but there are pitfalls. Click through to learn about generation-skipping transfer tax.

    Saved on 05-27-2017 - Remove
  • PREPARING FOR THE NEW OVERTIME LAW

    On March 13, 2014, President Obama signed a Presidential Memorandum directing the Department of Labor to update and modernize the regulations defining which white collar workers are protected by the Fair Labor Standards Act (FLSA) minimum wage and overtime standards. Click Through to learn more about this!

    Saved on 05-27-2017 - Remove
  • Are Adult Children Responsible for Their Parents' Care?

    Are adult children responsible for their parents' medical care, not just morally, but legally? Click through to learn what the rules are if you're one of the many people who live in a filial care state.

    Saved on 05-27-2017 - Remove
  • How to Avoid Micromanaging Your Staff

    You're a manager, and so you need to manage. But how much? Too many managers go overboard on the details. Click through to learn what some of the signs are that you're overmanaging, and how to stop doing so.

    Saved on 05-23-2017 - Remove
  • Local Entertainment And Events Calendar

    You’ll always know where the fun’s going on with our interactive local events calendar featuring social sharing, images, videos and ticket links. Click through to see what's happening or to add your own local events.

    Saved on 05-23-2017 - Remove
  • Saved on 05-22-2017 - Remove
  • Essential Business Data is Just a Click Away

    For business owners who want to make sure they're competitive, fresh, accurate benchmarking information is a must. How does your business compare with the industry as a whole? Click through to see how you stack up against your competitors.

    Saved on 05-22-2017 - Remove
  • When You Should Take Social Security

    It's tempting when you reach your 60s to dip into Social Security as soon as you're able, but it may not be the best choice. Click through to learn more about timing your payments.

    Saved on 05-22-2017 - Remove
  • Does Your Company Need Key Person Insurance?

    In business, it's hard to find time to consider something that isn't really urgent but that can be incredibly important. Click through to learn how to protect yourself against the loss of a top employee.

    Saved on 05-22-2017 - Remove
  • How to Create a Mission Statement for Your Company

    It's wonderful when you read a firm's mission statement and it defines the business so well that it feels like strategy. How do you do it? Click through to read the five steps to creating a mission statement that's not generic, stale and completely useless.

    Saved on 05-19-2017 - Remove
  • Working While Collecting Social Security Benefits

    Can you work while you're receiving Social Security benefits? Before you make a decision that could impact your future, it is important to know all the facts. Click through to learn more about Social Security rules for those still in the workforce.

    Saved on 05-19-2017 - Remove
  • Can You Leave Your IRA to Charity?

    Looking to give yourself a tax break and do some good? It's legal, and often advantageous, to leave your IRA to a charity. Click through to learn the rules behind this strategy.

    Saved on 05-19-2017 - Remove
  • Ex-Spouses, Pensions and Social Security

    Dividing assets after a divorce can be difficult in the best situations, but when it comes to pensions and Social Security, it can be a nightmare. Click through for the "straight dope" on splitting retirement assets after a divorce.

    Saved on 05-19-2017 - Remove
  • Uncover the Tax Basics for Charitable Contributions

    Everyone knows that charitable donations are deductible, but there are a lot of subtleties. Before you add up your deductions, make sure they're eligible. Click through for some basics on charitable giving.

    Saved on 05-19-2017 - Remove
  • Know All About Your Miscellaneous Deductions

    Miscellaneous itemized deductions are deductible only if they exceed 2 percent of your adjusted gross income. You need to make sure that these deductions are ordinary, necessary and reasonable in amount, says the IRS. Click through to get specific details.

    Saved on 05-19-2017 - Remove
  • Alternative Minimum Tax: Know the Deal

    Is the most dreaded acronym not the IRS anymore but AMT? Alternative minimum tax is a different way of calculating your tax liability. Click through to get rid of the AMT willies.

    Saved on 05-19-2017 - Remove
  • Tax Advantages of Investing in Real Estate

    One of the biggest real estate tax advantages for investors is deductions, generally geared to rental properties. Click through to get more details on what can be a long-term investment.

    Saved on 05-19-2017 - Remove
  • What Insurance Do Small Businesses Need?

    The world of insurance is a complex one, and it's essential to make sure your business is covered. Click through to learn the basics of business insurance so you can make the right decisions.

    Saved on 05-19-2017 - Remove
  • What to Do if You're Audited

    It's every taxpayer's nightmare: Your tax return has been selected for examination. Your response will undoubtedly be "why me?" Click through to get some tips on how to respond to get through this as painlessly as possible.

    Saved on 05-19-2017 - Remove
  • Get the Lowdown on Probate -- And How to Avoid It

    Almost everyone has heard the term "probate," but many have only a vague idea of what it means and all the steps involved. Click through for an introduction to the probate process, and tips on how to get through it or even avoid it entirely with trusts.

    Saved on 05-19-2017 - Remove
  • Learn the Estate Planning Angle for 529 Plans

    Almost everyone knows that 529 plans can be a great way to save for college. In addition, they also have some powerful estate-planning features. Click through to learn the full story behind 529 plans.

    Saved on 05-19-2017 - Remove
  • Learn the Secrets of Key Performance Indicators

    How do you know if you're doing well? It's a more complicated question than you may realize. Click through to learn about the different ways to measure your company's performance, and which ones are right for you.

    Saved on 05-19-2017 - Remove
  • Don't Try to Be Funny with the IRS

    It's OK to disagree with the IRS. In fact, there's even a formal appeals process. But don't try to pull a fast one. Click through to find out what the IRS considers a frivolous argument, which can lead to severe penalties.

    Saved on 05-19-2017 - Remove
  • What's Up With the 'Cadillac Tax' Provision of the ACA?

    It's an oft-quoted provision of the ACA: the so-called Cadillac Tax. But what exactly does it mean? Click through to learn what the deal is, to separate the facts from the rumors.

    Saved on 05-19-2017 - Remove
  • What's the Deal on the Earned Income Tax Credit?

    The earned income tax credit, which makes $55 billion available annually to the working poor, has been around since 1975, but is still often misunderstood. Click through to get the facts of this useful but complex tax break.

    Saved on 05-19-2017 - Remove
  • How Does the Gift Tax Work?

    Is it truly better to give than receive? Ask the IRS. Even if you give gifts to relatives and friends, the government wants its piece of the action. Click through for some details on the little-known gift tax.

    Saved on 05-19-2017 - Remove
  • The 401(k): Just the Beginning of Retirement Benefits

    Retirement plans are one of the most popular benefits companies can offer, and even small businesses can get in on the game. Click through for an introduction to retirement plans that are perfect for small businesses.

    Saved on 05-19-2017 - Remove
  • The Future of Work: Digital Transformation

    Digital transformation is impacting all aspects of our lives. The typical office worker is becoming a thing of the past. Click through to discover the future of work and your place in it.

    Saved on 05-19-2017 - Remove
  • When Do You Need an HR Staff?

    When a business has only a few employees, it's easy to manage staff. But at a certain point, you need an HR manager in-house. Click through for some insights into when you'll reach that place.

    Saved on 05-19-2017 - Remove
  • When an Employee Faces a Wage Garnishment

    It's not your fault, but you're stuck in the middle: a court has ordered you to withhold wages from an employee's paycheck. Click through to learn how to keep this from getting messy.

    Saved on 05-19-2017 - Remove
  • Making Sure Your Homeowners Insurance Is Up to Date

    If you don't review and update your policy regularly, you could miss out on some substantial discounts and overlook glaring coverage gaps. Click through to review scenarios to consider when taking a second look at your policy.

    Saved on 05-19-2017 - Remove
  • Permanent Life Insurance: Right for You?

    There are very few circumstances in which you will not need life insurance. Even single people use it to fund final expenses and medical bills. Click through for an overview of this essential financial product.

    Saved on 05-19-2017 - Remove
  • Special Video Report: Estate Planning Is About Tax Savings and More

    Conventional wisdom holds that estate planning is just about making sure money flows smoothly to the next generation. But there's a lot more to it. Click through for a video that outlines the full range of estate planning.

    Saved on 05-19-2017 - Remove
  • How to Plan for Special Needs Children

    It's always a challenge making sure your children are taken care of in the event of your death — but's it even more critical when you have a special needs child. Click through for some advice on the special estate planning provisions these children need.

    Saved on 05-19-2017 - Remove
  • Deciding How and Whether to Pay Bonuses

    Additional remuneration in the form of performance bonuses or incentive payments can help retain good staff. Click through to get details on choosing how and whether the incentive or bonus should be paid.

    Saved on 05-19-2017 - Remove
  • Joint Tenancy: Good Idea or Bad Idea?

    Couples and business partners take title to each other's bank and brokerage accounts, as well as real estate and other personal property. They are joint tenants with rights of survivorship. Click through to see what you should consider before entering such arrangements.

    Saved on 05-19-2017 - Remove
  • What Must You Disclose About Your Retirement Plan?

    Do you have a pension plan for your staff? If so, do you know what you must disclose to them? Click through to learn more about the regulations that govern retirement plan disclosures to make sure you're following the complex rules.

    Saved on 05-19-2017 - Remove
  • Don't Forget Your Military Tax Breaks

    Whether you haven't yet filed taxes for this year or are already doing tax planning for next year, consider these often-forgotten breaks. Click through for an introduction to the tax benefits the federal government offers to military personnel.

    Saved on 05-19-2017 - Remove
  • Estate Planning Is NOT Just for the Wealthy

    There's a common perception that estate planning is only for those with vast wealth. But that's wrong. Click through to get a deeper understanding of the importance of planning for even modest estates.

    Saved on 05-19-2017 - Remove
  • Living Wills: Everybody Should Have One

    It's hard to contemplate, but there may come a time in your life when you can't make decisions for yourself. That's what a living will is for. Click through to find out how these work and why you need one.

    Saved on 05-19-2017 - Remove
  • What's the Deal With Palimony?

    Marital property rights are in a state of transition, not the least because of recent developments regarding the rights of people who are not spouses at all but near-spouses. Click through to be privy to the debate on spousal rights.

    Saved on 05-19-2017 - Remove
  • How to Choose a Financial Planner

    Financial planners advise clients on how best to save, invest and grow their money. Click through to see how they can help you tackle a specific financial goal like buying a house or getting a macro view of your money and the interplay of various assets.

    Saved on 05-19-2017 - Remove
  • How Do You Research Salary Rates?

    Whether you're running a company or working for one, you want to know what the market rate is for people with a specific skill set and experience in a particular region. Click through to powershift your salary rate research chops.

    Saved on 05-19-2017 - Remove
  • New Montgomery County, Maryland Building Energy Use Benchmarking Law

    Under Montgomery County’s Building Energy Use Benchmarking Law, certain nonresidential buildings must benchmark and verify. Click through to know what you need to do to comply!

    Saved on 05-19-2017 - Remove
  • What You Need to Know as an Independent Contractor

    In today's economy, there can be a thin line between being an employee or being an independent contractor -- but there are still important differences. Click through for key tips on knowing your status.

    Saved on 05-18-2017 - Remove
Santos, Postal & Company, P.C.
Santos, Postal & Company, P.C.
240-499-2040
CPalcher@SantosPostal.com
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Rockville, MD 20850
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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
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