Hello Striegel Knobloch & - Here Are Your Articles for Wednesday, November 01, 2017
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Saved Articles

  • How to Protect Your Estate From an Ex

    One of the most common motivations for using trusts is to minimize the risk that a future divorce will expose assets to the reach of your ex-spouse. Click through to become wise to practical steps to take to keep assets safe from your ex.

    Saved on 01-17-2019 - Remove
  • The Ins and Outs of the Earned Income Tax Credit for 2018

    The EITC can be a powerful hand up for working people with low incomes, but the details are often misunderstood. Click through for the provisions of this important credit and a chart with the latest numbers.

    Saved on 06-12-2018 - Remove
  • Wishing You Happy Holidays and a Season Filled with Peace and Joy

    Wishing you a season of peace and joy! May you enjoy warm memories with loved ones, and may the spirit of the holiday season fill your hearts. Click through for a special greeting.

    Saved on 06-12-2018 - Remove
  • Surviving the Personal Tax Audit

    It's the fear of every taxpayer and a staple subject of comedians and TV shows: the tax audit. But you can make it go a lot more smoothly, and increase the odds of a good outcome, if you are well-prepared.

    Saved on 06-12-2018 - Remove
  • How to Prevent and Address Sexual Harassment in Your Company

    It's every company's responsibility to have a safe and harassment-free workplace. Click through to discover how to develop a robust business environment to prevent and address sexual harassment cases.

    Saved on 06-12-2018 - Remove
  • Pass-Through Entities and the 20 Percent Tax Break

    Much talk has been made of the new 20 percent tax deduction for pass-through entities but, as with most tax laws, it can get very complicated very quickly. Click through to learn more, and find out if you're entitled to the break!

    Saved on 06-12-2018 - Remove
  • Are You Giving Your Taxes Year-round Attention?

    Giving your taxes your full attention just once a year isn’t the best business strategy. Experts suggest that a year-round approach is better for your finances. Click through to learn the best ways to evaluate the impact of taxes throughout the year.

    Saved on 06-12-2018 - 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 06-12-2018 - Remove
  • New Rules for the Individual AMT

    The alternative minimum tax has long been a confusing thorn in the side of many taxpayers. Many hoped the tax reform law would end it, but it's still with us, although the provisions have changed. Click through to see how the AMT might affect you.

    Saved on 06-12-2018 - Remove
  • How Do You Handle Sales Tax?

    Does your company need to collect sales tax on purchases made in and out of state? If you’re not already familiar with this process, it can seem complicated. Click through to better understand the basics of sales tax for your products.

    Saved on 06-12-2018 - Remove
  • The 4 QuickBooks Reports Small Business Owners Need

    Yes, QuickBooks takes charge of your data, but the real value is in the reports the program generates from all that information. Click through for insights into the key reports and how they can help you.

    Saved on 06-12-2018 - Remove
  • The Major Tax Changes: An Overview

    The recently approved tax bill contains massive changes, and financial professionals will be poring over the details for months. For now, everyone should know at least the basics. Click through for an overview of the changes.

    Saved on 06-12-2018 - Remove
  • Last-Minute Tax Planning Under the New Tax Law

    Many individuals and families take advantage of end-of-year tax strategies. This year, those strategies take on new meaning as the tax reform law comes into play. Click through for some tips on working around new rules.

    Saved on 06-12-2018 - Remove
  • Standard Mileage Rates for 2018 Are Up

    If you use your automobile for work, moving, or in service of a charity, the IRS may be giving you a small break in the new year. Click through for the annual adjustment to standard mileage rates.

    Saved on 06-12-2018 - Remove
  • QuickBooks: Easy Tips for Solving Problems

    As with everything in life, there are shortcuts to increase efficiency. And QuickBooks is no exception. Click through to explore certain tips and tricks to writing checks and bank reconciliations.

    Saved on 06-12-2018 - Remove
  • 5 Ways to Avoid Micromanaging Your Staff

    It's a difficult line to walk: you have to properly supervise your staff, but if you spend too much time guiding them in their tasks, you squash initiative and destroy morale. Click through for some tips to avoid the micromanagement trap.

    Saved on 06-12-2018 - 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 06-12-2018 - Remove
  • Keep Your Homeowners Insurance Current

    Homeowners insurance isn't about buying it once and then forgetting about it. You have to repeatedly check it to make sure you're fully protected. Click through to learn how to stay current with your insurance.

    Saved on 06-12-2018 - Remove
  • Tax Calendar for the Rest of 2017

    Although April 15 is the most famous, there are plenty of other tax deadlines both businesses and individuals need to know. Click through for an annotated list of taxes to be paid between July 1 and Dec. 31.

    Saved on 06-12-2018 - Remove
  • Is This Your Situation: You Want a Better Tax Outcome This Year

    You hate writing checks to the Internal Revenue Service on April 15. But what can you do now to trim this year’s tax bill? Click through for some strategies to limit your tax obligations and reduce the chance of an unpleasant surprise.

    Saved on 06-12-2018 - Remove
  • Keep Track of Paycheck Withholding

    You may want to check paycheck withholding, says the IRS. Withholding errors can lead to unpleasant surprises at tax time. Click through to consider several factors that may affect refunds or the taxes owed in 2018.

    Saved on 06-12-2018 - Remove
  • Know the Secrets Behind 'Miscellaneous Deductions'

    Tax breaks that don't fit into a particular category; what would you call them? Yup, that's what the IRS did -- miscellaneous deductions. Click through and see the one-hit wonders -- maybe you'll see a deduction you haven't considered yet.

    Saved on 06-12-2018 - 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 06-12-2018 - Remove
  • What to Do if Your Business Is Audited

    An eerie feeling comes over you when the IRS determines your business owes tax money. Click through to get the scoop on IRS audits of business tax returns.

    Saved on 06-12-2018 - Remove
  • IRS Updates Its Per Diem Rates

    Every year the IRS issues revised per diem rates for taxpayers, covering ordinary and necessary business expenses incurred while traveling away from home. Click through for the recently published 2017-2018 rates.

    Saved on 06-12-2018 - Remove
  • The Ins and Outs of Virtual Offices

    A significant proportion of your workers use technology to perform their jobs from home. Click through to see how virtual offices blend home and work to gain efficiencies that benefit both employer and employee.

    Saved on 06-12-2018 - 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 06-12-2018 - Remove
  • Padding Deductions

    If you're trying to deduct the full cost of your flat screen TV as a necessary expense for say … your landscaping business, you may get a visit from the IRS. Click through to learn everything you need to know about tax scams and padding.

    Saved on 06-12-2018 - Remove
  • What's the Best Payday Frequency?

    Depending on local rules, you might have a lot of leeway on how often to cut paychecks: every week, every other week, monthly. What is best for your company and your employees? Click through for the options, and the advantages of each.

    Saved on 06-12-2018 - Remove
  • Special Report: Exempt Versus Nonexempt Employees

    Special Report: Exempt Versus Nonexempt Employees

    Saved on 06-12-2018 - Remove
  • Get a Tax Break From Past-year Losses

    There are many tax breaks out there, but some of them are a little harder to unearth than others. If you've had a year when deductions exceeded income, you may be entitled to a refund. Click through for an intro to the complex rules surrounding net operating losses.

    Saved on 06-12-2018 - Remove
  • Retirement: Looking Beyond the Financials

    Everyone is concerned with saving enough for retirement, and rightly so. But there's more to creating a successful post-work life than having sufficient funds. Click through for some advice on the nonfinancial aspects of retirement.

    Saved on 06-12-2018 - Remove
  • Virus Attachments

    It’s easy to get into the habit of opening every attachment that shows up in your email inbox. But some attachments are up to no good—they link to malicious websites that could infect your computer or network with a virus. Click through for some preventative measures against virus attachments.

    Saved on 06-12-2018 - Remove
  • How to Communicate With Your Staff

    The quality of your senior management's internal communication says a lot about your company. Click through to see plenty of ways to continue to improve workplace communication.

    Saved on 06-12-2018 - Remove
  • Your Key Financial Numbers for the New Year

    Each year, the government makes some adjustments to key numbers that affect your financial life, or decides to leave some of them as is. Click through for a quick rundown of how 2016 compares with 2017.

    Saved on 06-12-2018 - Remove
  • Is This Your Situation: Worried About the Cost of Long-Term Care

    It can be difficult to think about what we need as we age. Although your children may ensure that your physical and emotional needs are being met, they shouldn’t have to worry about the financial implications. Click through to see whether long-term care insurance is an option for you.

    Saved on 06-12-2018 - 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 06-12-2018 - Remove
  • Taking Care of the Family Business for the Next Generation

    In family-owned businesses, the family's wealthy and the company itself are bound together, financially and psychologically. Creating an estate plan is especially important in this situation, and complex. Click through to get a handle on your family business.

    Saved on 06-12-2018 - Remove
  • Traditional IRA Versus Roth IRA: Which Is Right for Me?

    When saving for retirement, many individuals and couples want to learn about the benefits of IRAs, especially if there are no workplace options. Click through to learn the difference between a traditional IRA and a Roth IRA and how to choose the right option for you.

    Saved on 06-12-2018 - Remove
  • How to Be an Executor

    It may be your duty someday to carry out the final wishes of a family member or close friend. What are you responsibilities? Click through to find what you need to know as an executor, and where you can get help.

    Saved on 06-12-2018 - Remove
  • Preparing for Retirement?

    You've worked hard, and your reward of retirement is approaching. Here are some last-minute tips for your permanent vacation. Click through for some retirement insights.

    Saved on 06-12-2018 - Remove
  • How to Leave a House to Heirs

    If you're a parent, you probably want your children to inherit your home. It's best to plan for it —via estate planning. Click through to learn the choices available to you.

    Saved on 06-12-2018 - Remove
  • Benefit Transfers When a Spouse Dies

    A spouse dies. What happens to their benefits? This tiny question becomes quite giant when bills start piling up and you never had to pay any of them before. Click through to get some tips on how to handle this.

    Saved on 06-12-2018 - Remove
  • Is This Your Situation: You're in a Sales Tax Tangle

    What in the world is a "nexus," and what does it mean for your business taxes? Click through to learn more about how your company footprint affects your taxes.

    Saved on 06-12-2018 - Remove
  • Welcome to the Firm's Newsletter

    Welcome to our firm's newsletter! We plan to give you helpful information every month. Click through to learn all about the valuable information we will be sending.

    Saved on 06-12-2018 - Remove
  • Required Minimum Distribution: What This Means for Your Retirement Plan

    The rules on required minimum distributions are complicated and the penalties for violating them can be substantial. Click through to learn what you need to do with your retirement plan.

    Saved on 06-12-2018 - Remove
  • Retirement Planning for Farmers

    You've devoted a lot of time to the management and operation of your farm. When you reach a point when you don't want to run it anymore, are you prepared? Click through    for some thoughts on how farmers can retire.

    Saved on 06-12-2018 - Remove
  • Stopping Identity Theft: The IRS Way

    Tax season is never fun, but when it's compounded with identity theft, it's even worse. Click through to learn how to guard yourself now, so your filing goes smoothly.

    Saved on 06-12-2018 - Remove
  • What to Do After a Hurricane

    Did you just get through hurricane? Do you know someone who did? Now comes the time to rebuild and repair homes, businesses and communities. Click through for a helping hand to get you -- or your friends and family -- through the coming weeks.

    Saved on 06-12-2018 - Remove
  • Take a Look at the New HSA Plan Limits

    The Internal Revenue Service just announced the 2018 inflation-adjusted limits for health savings accounts, and they're up. Click through to see by how much and what other changes might be coming.

    Saved on 06-12-2018 - Remove
  • Is This Your Situation: Concerned about Paying for College

    The day you become a parent is the day you should start thinking about how you'll finance your little bundle of joy's college education. Click through for an introduction to saving for college.

    Saved on 06-12-2018 - Remove
  • Tax Reform: What's the Story?

    Everyone is talking about the White House's new tax reform plan. What does it mean for you? And will it even be able to get through Congress? Click through for a quick summary of this startling  series of proposals.

    Saved on 06-12-2018 - 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 06-12-2018 - 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 06-12-2018 - 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 06-12-2018 - 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 06-12-2018 - Remove
  • Small Business Retirement Plans: An Embarrassment of Riches

    Do you think the standard 401(k) plan is the only game in town? It can be an awkward and expensive option for many small businesses. Click through to learn about some great options just right for you.

    Saved on 06-12-2018 - Remove
  • New Law Simplifies Healthcare Reimbursements -- for Now

    The new 21st Century Cures Act, which President Obama recently signed, contains a provision that gives a much-desired tax break to small companies. Click through to learn how this can save your business a bundle.

    Saved on 06-12-2018 - 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 06-12-2018 - 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 06-12-2018 - Remove
  • Confusion Reigns as Federal Judge Strikes Down Overtime Rules

    Everyone was set for the Dec. 1 implementation of a rule that drastically changes the overtime thresholds. And now the rule has been put on hold, but no one knows for how long. Click through for a summary of what just happened.

    Saved on 06-12-2018 - 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 06-12-2018 - Remove
  • Is This Your Situation: Getting Through Monthly and Yearend Closings

    The monthly close is tedious, but the work has to be done. You can make this task easier, however. Click through to learn how to simplify this important accounting function.

    Saved on 06-12-2018 - 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 06-12-2018 - Remove
  • Using QuickBooks to Pay Employees

    QuickBooks can do lots of payroll-oriented tasks, if you know which buttons to press. Click through to learn all about setting up your system so you can efficiently pay your staff.

    Saved on 06-12-2018 - 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 06-12-2018 - 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 06-12-2018 - 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 06-12-2018 - 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 06-12-2018 - 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 06-12-2018 - 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 06-12-2018 - Remove
  • 5 Reasons to Consider Downsizing After Retirement

    Now that you are retired, what are you going to do with your time? One thing you should consider is downsizing after retirement. Click through for 5 good reasons to move to a smaller residence.

    Saved on 06-12-2018 - 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 06-12-2018 - 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 06-12-2018 - Remove
  • Is This Your Situation: You're Confused About Retirement Account Taxes

    How you utilize your retirement accounts can make a big difference in determining your income tax liability. Click through to get a better understanding of the tax effects of withdrawing money from retirement accounts.

    Saved on 06-12-2018 - 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 06-12-2018 - Remove
  • What Is the EITC -- and Does It Affect You?

    The earned income tax credit subsidizes low-income working families. It can be complicated, and many don't know how it works or whether recent tax reform changed it. Click through for the latest word on the EITC.

    Saved on 01-18-2019 - Remove
  • Is This Your Situation: Worried About Your Withholding

    The IRS has been sending out a stream of notices advising employees to check their tax withholding in the wake of the tax reform package passed late in 2017. Click through for some insights into what you should be doing.

    Saved on 01-18-2019 - Remove
  • QuickBooks: Setting It Up Right

    QuickBooks is one of the easiest to use and most popular systems for managing your finances, and it's suitable for a wide range of businesses. Click through for some tips on getting started.

    Saved on 01-18-2019 - Remove
  • What's the Story on Tariffs?

    Tariffs have been in the news recently. What exactly are they? Tariffs are import taxes the government imposes, like a sales tax, on goods. Click through to see how and why governments impose tariffs.

    Saved on 01-18-2019 - Remove
  • Abusive Tax Shelters: Know the Score

    No one likes paying taxes, and we look for ways to minimize our tax bills. But if you're too aggressive, you can step over the line from tax avoidance to tax evasion. Click through to learn the difference.

    Saved on 01-18-2019 - Remove
  • What Is the Path to Profitability?

    Are you concerned about your profitability? Sometimes you have to look in new directions to improve your business. Click through for some insights into the analysis you should be doing to take your business to the next level.

    Saved on 01-18-2019 - Remove
  • How to Handle Supplemental Wages

    Supplemental wages do not qualify as regular income and are subject to special withholding rules. Click through for an introduction to what items fit into this group, and how they should be taxed.

    Saved on 01-18-2019 - Remove
  • Beware the Taxes of Self-Employment

    You're self-employed if you're in business for yourself -- including a part-time business. That means you're also your own tax manager! Click through for a brief run-through of your tax obligations.

    Saved on 01-18-2019 - Remove
  • How to Seek and Secure Investors for Your Business

    Searching for investors will require a substantial amount of your own effort, time, money and energy. Click through to wisely and mindfully work on pursuing investors to have a higher likelihood of reaching your goals.

    Saved on 01-18-2019 - Remove
  • Inherited IRAs: Not Safe From Creditors

    IRAs have many advantages, including legal protection from creditors when the owner files for bankruptcy. But there's a chink in the armor. Click through to learn about how the situation may be different with inherited IRAs.

    Saved on 01-19-2019 - Remove
  • What Every Employer Must Know About State Unemployment Tax

    The vast majority of employers in the United States must pay state unemployment tax, the collection of which is authorized by the State Unemployment Tax Act (SUTA). Click through to learn more about SUTA and what it means for your business.

    Saved on 01-19-2019 - Remove
  • What Is an Offer in Compromise with the IRS?

    To resolve IRS debt, should an offer in compromise be the right next step? What are the advantages? Click through to peruse the many factors to consider before attempting to settle with the IRS.

    Saved on 01-19-2019 - Remove
  • Toward a Better Credit Score

    Good credit is helpful, even essential, for a successful financial life. The best advice for improving credit is to manage it responsibly over time. Click through for an introduction to the care and maintenance of your credit.

    Saved on 01-20-2019 - Remove
  • When It's Time to Take Money Out of Retirement Plans

    We spend much of our working life focused on how much we put into our retirement accounts. But eventually we have to focus on money coming out of the accounts. Click through for some guidance on the distribution rules.

    Saved on 01-21-2019 - Remove
  • Portability: Sharing the Estate Tax Exemption

    Portability is a generous estate and gift tax break for married couples. Click through to learn how portability can allow spouses to pass substantial assets to heirs free of estate tax.

    Saved on 01-21-2019 - Remove
  • Special Report: Key Points to Consider When Choosing a Business Entity

    Special Report: Key Points to Consider When Choosing a Business Entity

    Saved on 06-20-2018 - Remove
  • What to Do When Debts Survive Death

    People die, but their debts survive them, and in the weeks after someone dies, the bills will keep rolling in. How are these handled? Click through for some guidelines in making sure the decedent's financial obligations are fulfilled.

    Saved on 01-23-2019 - Remove
  • Business Interruption Insurance: What It Is and How It Works

    Most business owners don't have interruption insurance, but that could be a critical mistake. Click through to see how the rising numbers of natural disasters may factor into today's decisions.

    Saved on 01-23-2019 - Remove
  • How Does the ADA Work?

    The Americans with Disabilities Act is a federal law that prohibits employers from discriminating against a qualified person who has a disability. Click through to discover what's meant by the ADA's call for reasonable accommodations and who decides what's reasonable.

    Saved on 01-24-2019 - Remove
  • Why Parents Should Contribute to Their Kids' Roth IRAs

    IRAs for your kids is an opportunity to teach them about saving money, to see firsthand how stocks work and to watch their own money grow. Click through to make your children into savers when they are young.

    Saved on 01-24-2019 - Remove
  • How Much of a Raise Should You Give?

    If you have good employees, how do you compensate them for their work? Click through for tips on how to give raises based on market averages while making sure your best people feel appreciated each and every payday.

    Saved on 01-24-2019 - Remove
  • Is This Your Situation: Trying to Give Your Accountant Access to QuickBooks

    Your QuickBooks file contains a lot of business intelligence to help you grow your business. To understand this information, you need your accountant to analyze it. Click through to learn how to share this information easily.

    Saved on 01-24-2019 - Remove
  • Take Advantage of the Small Business Administration

    What can the Small Business Administration do for your business? Probably more than you imagined! Click through for an introduction to the SBA and the many programs it offers to businesses like yours.

    Saved on 01-24-2019 - Remove
  • Supreme Court Ruling on Online Sales Tax Sows More Confusion

    The Supreme Court has ruled that a company does not need to have a physical presence in a state to be subject to its sales tax. Click through to find out what this really means, and who is affected.

    Saved on 01-25-2019 - Remove
  • The Latest Fraud Problem: Synthetic Identities

    The most common form of identity theft these days is synthetic identity theft. If that sounds ominous to you, you're right to be scared. Click through to find out about this new twist on fraud and how to spot it.

    Saved on 01-26-2019 - Remove
  • Wage Garnishments: What You Need to Do

    It's a hassle for any payroll department: getting an official letter that you have to withhold part of an employee's salary, as ordered by a court. Click through to learn what you have to do when wages are being garnished.

    Saved on 01-26-2019 - Remove
  • How to Manage Your 529 Plan in 2018

    The cost of college keeps going up, and you need to become more proactive in how you save for it. Click through for some insights into how to save for higher education and how these methods fit into the new tax law.

    Saved on 01-26-2019 - Remove
  • Don't Roll the Dice on Taxes and Gambling Income

    Gambling winnings are fully taxable and must be reported on your federal income tax return. Click through to see that it doesn’t matter what games you play -- you’re required to report all your gambling winnings and pay taxes.

    Saved on 01-28-2019 - Remove
  • How to Pick Insurance Deductibles

    High premiums for low deductibles? It can be a hard decision, and sometimes it might feel like a gamble. You need to understand the full picture. Click through to educate yourself on why one type of plan might be more suitable than another.

    Saved on 07-08-2018 - Remove
  • Opportunity Zones: Doing Well By Doing Good

    An opportunity zone, located in an economically distressed community, spurs investments via preferred tax treatment. Click through for an introduction to the specific conditions for this useful but complicated provision.

    Saved on 09-10-2019 - Remove
  • When and How Often to Review Trusts

    It's a common misconception that creating a trust is just a one-time event. In fact, there are many reasons you may want to change certain kinds of trusts. Click through for a discussion of how and when to review trusts.

    Saved on 09-10-2019 - Remove
  • DAFs and More: Charitable Strategies

    Taxpayers are still coming to terms with the new tax landscape, especially when it comes to philanthropy. The charitably minded may want to consider new strategies. Click through for some insights and advice into charitable giving.

    Saved on 09-10-2019 - Remove
  • Paying Extra: Guidance on the Overtime Exemption

    Did you know that you can pay your salaried-exempt employees extra without jeopardizing their exempt status? It's true. But for those paid on an hourly, daily or shift basis, you'll need to exercise caution. Click through for the DOL's opinion on this topic.

    Saved on 09-10-2019 - Remove
  • Cybersecurity and the Importance of Data Privacy

    Ensuring that your business is in compliance with applicable laws and monitoring your data are equally important, but both tasks may be more difficult than they sound. Click through for tips on starting a sound cybersecurity program.

    Saved on 09-10-2019 - Remove
  • Does Your Nonprofit Need an Independent Audit?

    The Internal Revenue Service (IRS) requires some nonprofits to be audited, but not all. The IRS isn’t the only entity that may require an audit and there are other good reasons to conduct one. Click through for an introduction to nonprofit audit rules.

    Saved on 09-10-2019 - Remove
  • New Leasing Standards Arrive for Private Companies

    As of January 1, 2020, all leases, including short-term leases, must be recorded on your company's balance sheet. What does the new Financial Accounting Standards Board standard mean for your business? Click through for an introduction to this complex new series of rules.

    Saved on 09-10-2019 - Remove
  • Converting a Regular 401(k) to a Roth 401(k)

    Many workers don't know that their employers offer a Roth 401(k) option. How can you take advantage of this and what are the benefits? Click through to learn how this type of account works, and whether it might be right for you.

    Saved on 09-10-2019 - Remove
  • How Does Key Person Insurance Work?

    Are there employees who are crucial to your business? Would it damage you if they left? Click through to learn about key person insurance, so that your company survives losing an executive who makes your business work.

    Saved on 09-10-2019 - Remove
  • Do a Paycheck Checkup

    Especially in the wake of tax reform, some taxpayers could find themselves owing the IRS if they don't adjust their tax withholding. Click through so you won't have sticker shock when you file your return.

    Saved on 09-10-2019 - Remove
  • What Changes With the New Taxpayer First Act?

    Congress passed, and the president signed, an expansion of taxpayer rights. What does this new piece of legislation mean for the long term? Click through to find out what changes to expect from the IRS in the coming months.

    Saved on 09-10-2019 - Remove
  • Don't Try This at Home: Frivolous Tax Arguments

    We'll be thinking about taxes again before you know it! Laws change, but one thing that doesn't vary is the IRS's view of bizarre excuses. Click through to learn about frivolous arguments the IRS has no patience for.

    Saved on 07-18-2018 - Remove
  • Charitable Giving Under the New Tax Law

    Important new tax changes mean that the charitably minded might want to consider new giving strategies and take a look at appreciated stock and donor-advised funds. Click through for insights into charity in this new era.

    Saved on 07-18-2018 - Remove
  • What Are Capitalization and Safe Harbor?

    There are a lot of considerations when it comes to filing your annual taxes. Many business owners forget about subtle deduction issues, which may mean leaving money on the table. Click through to find out more about capitalization and safe harbor.

    Saved on 07-18-2018 - Remove
  • What to Know About Tax Scams

    Sure as the night follows the day, come tax season, so follow tax scams. Click through for some information on how to avoid the three major categories: fraudulent returns, phones scams and phishing.

    Saved on 07-18-2018 - Remove
  • Should You Put Your House in a Trust?

    Placing your home in a trust has advantages, like avoiding probate court, but there are a lot of details to get through. Click through to help figure out if this is the right move for you and what it involves.

    Saved on 07-18-2018 - Remove
  • Challenging the IRS's Valuation of Your Company

    Experts say that the average business owner grossly underestimates the value of a business. Click through to discover how to anticipate IRS challenges and shoot back with your own valuation data.

    Saved on 07-18-2018 - Remove
  • Four Ways the Millennial Tech Culture Is Changing Commercial Real Estate

    Studies show that millennials are energy conscious and technology driven as well as attracted to innovations. This generation is breaking all previous trends for adults in their age-group. Click through to learn how traits typical of this generation are changing commercial real estate.

    Saved on 07-18-2018 - Remove
  • Why Is Padding Your Tax Deductions a Risky Proposition?

    Everyone does it, right? Padding your tax deductions may not seem like you're playing a game of Russian roulette, but the risk can be substantial. Click through to learn more about padding deductions and better solutions for your business.

    Saved on 07-18-2018 - Remove
  • Your House in a Trust: The Pros and Cons

    Trusts can solve a lot of estate planning problems, and you can even put your residence into one. There are a lot of advantages to doing this, but you need to know the details. Click through to get the scoop on a powerful estate planning technique.

    Saved on 07-18-2018 - Remove
  • Develop a Succession Plan

    You need to take responsibility for your company and determine how potential risks and threats will impact the future of your business. Click through to safeguard your company with succession and continuity plans.

    Saved on 09-11-2019 - Remove
  • When Is a Child Truly a Dependent?

    When is your child a child, at least in the eyes of the IRS? To claim your child as your dependent, your child must meet either of two tests. Click through to learn what the tests are and whether you meet them.

    Saved on 09-11-2019 - Remove
  • Handling Taxes for Employees Who Are Not Regular

    Taxes may be pretty straightforward for your year-round 9-5 employees. But what about those who are part-time? Or seasonal? There are special rules. Click through to learn how to handle taxes for this group.

    Saved on 12-20-2018 - Remove
  • 401(k) and IRA Contribution Limits Increase

    The IRS has announced cost of living adjustments for various pension plans for 2019. There are other retirement-related changes as well. Click through for the details, to learn how these changes may affect you.

    Saved on 12-20-2018 - Remove
  • How Does Crowdfunding Work?

    As an alternative source of finance, crowdfunding has huge potential to help startup businesses. Click through to learn how to grow faster and even test-market an idea or product without spending much money.

    Saved on 12-20-2018 - Remove
  • Good Statements Get Good Loans

    Your ability to obtain a business loan will depend a lot on how prepared you are during your application process. Click through to learn how to improve your chances of getting the loan you need to grow.

    Saved on 12-20-2018 - Remove
  • Should You Honor All W-4 Requests?

    Employees' W-4 forms show what they want withheld from their paychecks. It's their responsibility to complete the forms, but do you have to accept each form no matter what? Click through for some insights into your responsibilities.

    Saved on 12-20-2018 - Remove
  • Alternative Minimum Tax -- What's It Like Today?

    The controversial alternative minimum tax has been around for years, even though politicians argue about it. Has it changed recently? Click through to see how the AMT may apply to you as we approach the next tax season.

    Saved on 12-26-2018 - Remove
  • Is Your Homeowners Insurance Up-to-Date?

    You bought homeowners insurance when you bought your home, but then you probably forgot about it except for the bills, and that's a mistake. Click through to learn why you should continually review your insurance.

    Saved on 12-26-2018 - Remove
  • Umbrella Insurance: An Estate Planning Necessity

    Umbrella insurance is extra liability coverage if you're at risk of being sued for damages. Click through to learn how to protect yourself -- and your estate -- against libel, vandalism, slander and invasion of privacy.

    Saved on 12-26-2018 - Remove
  • Smart Practices to Ferret Out Fraud

    When you think about fighting fraud, you may consider hiring financial experts to help -- that's great, but it's not all! Click through to see why your first step should include everyday practices to discover whether your firm is experiencing fraud.

    Saved on 12-26-2018 - Remove
  • The 2018 Tax Wrap-Up

    This has been one of the biggest years for tax changes in recent memory. The IRS is still issuing guidance, with more expected. Click through for a summary of the most significant changes that may affect you as April 15 approaches.

    Saved on 12-26-2018 - Remove
  • Tax Reform Expands ABLE Accounts, Saver's Credit

    The tax reform provisions introduced at the end of 2017 contained some provisions for the disabled, which allow them to put away more money in their ABLE accounts. Click through for the details on the more flexible arrangements.

    Saved on 12-26-2018 - Remove
  • How to Manage the Home Office Deduction

    Many people work at home in the age of the telecommuter. Do you fall into that category? Have the rules changed? What are the limitations? Click through for an introduction to this valuable but complicated tax break.

    Saved on 12-26-2018 - Remove
  • Basis: The Essential Tax and Investing Term

    Basis seems like a simple concept, but as with so many tax issues, it can become complicated quickly. This is especially true after recent tax reform. Click through for the story of what has, and has not, changed.

    Saved on 12-26-2018 - Remove
  • All About Key Performance Indicators

    A key performance indicator, or KPI, is a measure of your performance against key business objectives. Used correctly, KPIs can help you manage your business. Click through to learn about the various levels of KPIs.

    Saved on 09-17-2019 - Remove
  • Revenue Recognition: Understanding Accounting Standards Codification 606

    Revenue recognition can be an exceptionally complicated accounting topic, and many companies do not understand the difference between revenue and income. Click through for an introduction to this topic, including the important Accounting Standards Codification 606.

    Saved on 09-17-2019 - Remove
  • 8 Ways to Take Charge of Your Personal Finances

    Are you thrown into a panic with thoughts of student loans or other debt? Are you worried about your long-term finances? Click through to see how to take charge of your money and plan for a secure financial future.

    Saved on 10-05-2019 - Remove
  • Business Valuations: The IRS Angle

    Valuations can be essential to any business owner, but you have to take into account the government's interest in your company. Click through for some insights into how the IRS determines the value of your business.

    Saved on 09-20-2019 - Remove
  • 3 Steps to Giving a Raise

    You want to give deserving employees raises, to help ensure they stay with the company and to keep morale high. But how do you approach the task? Click through for insights into the process of deciding how much of a raise to give.

    Saved on 09-25-2019 - Remove
  • The Latest Rules on Charitable Donations

    With a much larger standard deduction in play, and lower marginal tax rates, the charitable giving world has changed. Has anything else changed? Click through for the latest IRS guidance on charitable giving.

    Saved on 09-25-2019 - Remove
  • How to Face Your Life Insurance Choices

    There's no such thing as simple life insurance. To protect your loved ones, you have to sort through a bewildering array of choices. Click through for some insights into what's available, and what might be right for you.

    Saved on 10-05-2019 - Remove
  • How to Handle Student Loans

    If you're like the great majority of students (or their parents), you might not have read all the fine print regarding how your student loans are structured or how repayment works. Click through to understand the inner workings of student loans.

    Saved on 09-30-2019 - Remove
  • QDIAs for Retirement Plans: Does Your Company Need Them?

    Having a qualified default investment alternative relieves you and plan fiduciaries of certain liabilities. Click through to enhance 401(k) plans by providing investments with potential for long-term growth regardless of how engaged employees are.

    Saved on 09-25-2019 - Remove
  • Should You Establish Payable-on-Death Accounts?

    It's a little-known but very effective technique for leaving your money, and it doesn't require a lot of paperwork. Click through for the inside story on payable-on-death accounts, why they might be right for you, and what the drawbacks are.

    Saved on 09-25-2019 - Remove
  • IRAs: Know the Basics

    Individual retirement accounts are among the most popular retirement savings vehicles, but many people don't know much about them. Click through for insights into the different kinds of IRAs and how they work.

    Saved on 09-25-2019 - Remove
  • The Top Financial Planning Mistakes

    Stay clear of economic difficulties by avoiding the most common financial mistakes individuals and families tend to make. Click through for an introduction to starting on the right financial path and staying there.

    Saved on 09-25-2019 - Remove
  • Noncompete Agreements: What's the Deal?

    Noncompete agreements are designed to keep confidential business information safe, and in this infotech world, that's essential. Click through to find out exactly what these entail and what they mean for someone's future employment prospects.

    Saved on 09-25-2019 - Remove
  • Key Tax Issues for Small Businesses

    If you're running a small business, it's always tax season! In short, you don't want to scramble before each due date, and you certainly don't want any last-minute surprises. Click through for a primer on your small-business tax responsibilities.

    Saved on 09-25-2019 - Remove
  • Federal Laws That Prohibit Job Discrimination

    Job discrimination has long been an issue, and the federal government has passed substantial legislation to address it. Are you fully in compliance? Click through for an annotated list of the major rules.

    Saved on 09-25-2019 - Remove
  • Property Taxes: How Are They Calculated?

    Understanding how property taxes are calculated is critical to making sure the appropriate rate is charged. Click through to determine whether you're paying the lowest taxes possible and maximizing your returns.

    Saved on 09-25-2019 - Remove
  • When Employees Cross State Lines

    Even small companies can find themselves with employees who have to commute across state borders to work. This can make payroll difficult. Click through for an introduction to the complex tax rules.

    Saved on 09-25-2019 - Remove
  • The IRS and Private Tax Debt Collection

    As we head into tax season, taxpayers should know that the IRS continues to use several private collection agencies. How may this affect you? Click through for the details on how the program works and what your rights are.

    Saved on 09-25-2019 - Remove
  • Real Estate in Your IRA: A Good Idea?

    Many people want to invest in real estate. Why not do so within your IRA? It's possible, but there are a lot of restrictions. Click through to see how to do it, and decide if it's really worth all the risks.

    Saved on 09-25-2019 - Remove
  • Proper Reporting for QSEHRA Benefits

    If you offer a Qualified Small Employer Health Reimbursement Arrangement (QSEHRA), you must adhere to special reporting rules under IRS guidelines. Click through to see how this benefit should be handled for your employees.

    Saved on 09-25-2019 - Remove
  • The Dirty Dozen Tax Scams

    Tax season may be over, but tax scams are with us year-round. The IRS has issued a "Dirty Dozen" list of tax scams that may keep returning. Click through to learn how to recognize these and protect yourself.

    Saved on 09-25-2019 - Remove
  • IRS Issues Draft of New Form W-4

    The new Form W-4 is very different from the current one, but it isn't final yet. More changes may come before the final version is rolled out later this year. Click through for an overview of what employers and employees will likely face in the future.

    Saved on 09-25-2019 - Remove
  • Know the New Expensing Rules

    Tax reform laws changed various expensing rules, as the IRS explained in guidance updated at the end of 2018. Click through to make sure your business is in sync with the regs, so you're not leaving any money on the table.

    Saved on 09-25-2019 - Remove
  • Audits, Reviews and Compilations: A Summary

    Timely, accurate and understandable financial statements are necessary to gauge how well your business has performed and to assess the strength of its financial position. Click through for an intro to levels of overview for these statements.

    Saved on 09-25-2019 - Remove
  • What Is Tax-Efficient Investing?

    Investing solely because of a focus on taxes can be counterproductive, but taxation still has to be an important part of making investment decisions. Click through to gauge the role of losses, timing and selection of investments.

    Saved on 09-26-2019 - Remove
  • Tax Credit Offsets Retirement Plan Costs

    Thinking of starting a pension plan for your small-business employees? The federal government may help with the costs for companies that meet certain criteria. Click through to learn how to claim a tax credit for the startup costs.

    Saved on 09-26-2019 - Remove
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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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