Santos, Postal & Company, P.C., Here Are Your Articles for Wednesday, November 23, 2016
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  • 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 11-21-2017 - Remove
  • Want to Succeed? Become a Joiner!

    Becoming a member of professional organizations can help you strengthen your network, furthering your career. Click through to see how you can enhance your professional development through business associations.

    Saved on 11-20-2017 - Remove
  • What to Know About 'Power of Attorney'

    A power of attorney allows you to appoint a person or organization to manage your affairs if you become unable to do so. Click through to discover the different types of powers of attorney with different levels of control.

    Saved on 11-20-2017 - 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 11-20-2017 - Remove
  • In Search of a Financial Advisor

    Almost everyone could use some help managing their money, from the modest to the wealthy. How do you find someone reliable? Click through for some insights into choosing and working with a financial advisor.

    Saved on 11-20-2017 - Remove
  • Should You Consider Owning a Franchise?

    Maybe you're tired of working for someone else. But starting your own business can be risky. A middle ground for many is the franchise -- be your own boss, but with the backing of a big company. Click through to see if this is the right move for you.

    Saved on 11-20-2017 - Remove
  • Is a Reverse Mortgage Right for You?

    As you reach your sunset years, you may want to remain in your house but still tap the equity you built up over the years. Click through to find out if a reverse mortgage can solve your problems and how to get started.

    Saved on 11-20-2017 - Remove
  • How to Pick the Right 401(k) Provider

    You're ready to provide a company-sponsored 401(k) retirement plan -- for yourself and your employees. How do you choose a provider? Click through to learn how to select a service provider for the long haul.

    Saved on 11-20-2017 - Remove
  • How to Work With the IRS Office of Appeals

    Tax audits are rough, but you have recourse even if they don't end up in your favor. If an auditor rules against you, but you believe the ruling to be in error, you can appeal the decision. Click through for details on how to make an appeal.

    Saved on 11-20-2017 - Remove
  • Noncompete Agreements: Should You Insist on One?

    A noncompete agreement can help minimize loss if a competitor tries to lure one of your employees away. But there are limits to how these work. Click through to become aware of all the implications before you ask your staff to sign one.

    Saved on 11-20-2017 - 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 11-20-2017 - 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 11-20-2017 - 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 11-20-2017 - 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 11-20-2017 - 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 11-20-2017 - 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 11-20-2017 - 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 11-20-2017 - 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 11-20-2017 - 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 11-20-2017 - 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 11-20-2017 - 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 11-20-2017 - 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 11-20-2017 - 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 11-20-2017 - Remove
  • Know the Tax Rules for Part-time or Seasonal Help

    From resorts during the summer to department stores in December, many businesses need to hire part-time and seasonal help. Click through to learn about the special tax rules for these kinds of staffers.

    Saved on 11-01-2017 - Remove
  • How to Get a Tax Break After a Disaster

    Each season brings its worries about potential natural disasters, including hurricanes, blizzards, tornadoes and floods. But know that the damage is often tax-deductible. Click through to see what the IRS allows after a major loss.

    Saved on 10-28-2017 - Remove
  • How to Dress for Success in Today's World

    In past generations, office wear was a simple proposition, but today, guidelines for proper clothes are all over the place. Click through for some thoughts on dressing for success in these confusing times.

    Saved on 10-28-2017 - Remove
  • Legislators Give Boost to Status of Freelancers

    Everyone talks about the "gig" economy, where workers are all essentially freelancers. But one city is reining in this "Wild West" system, and this may be a trend. Click through to learn about some new rules that affect the way companies and freelancers work together.

    Saved on 10-28-2017 - 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 10-25-2017 - 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 10-25-2017 - 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 10-21-2017 - 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 10-20-2017 - 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 10-17-2017 - Remove
  • Treasury to Withdrawal Proposed Section 2704 Regulations

    By Adam B. Freedenberg, CPA, CFE, CVA

    We are pleased to announce that the Treasury and the IRS is expected to publish a formal withdrawal in the Federal Register. Click through to read more.

    Saved on 10-15-2017 - Remove
  • Social Security Taxes: The Basics Heading into 2017

    Social Security may be universal, but not every employer knows the details or is aware of its essential responsibilities. Click through for an introduction to key facts on Social Security and what you must do for your employees.

    Saved on 10-15-2017 - 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 10-15-2017 - Remove
  • Check Your Withholdings

    We all go into tax season hoping for good news, and that we don't have to write a big check to the IRS. One way to insure ourselves against unpleasant surprises is by checking our withholdings. Click through for some tips on checking your status.

    Saved on 10-14-2017 - Remove
  • Time to Think About Tax Scams

    Death and taxes are two of life's great certainties, as everyone knows, and along with taxes come tax scams, both new and old, every year. Click through to learn how to make sure you don't become a victim this year.

    Saved on 09-22-2017 - Remove
Santos, Postal & Company, P.C.
Santos, Postal & Company, P.C.
240-499-2040
bgreenfest@santospostal.com
11 North Washington Street
Suite 600
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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