Here Are Your Articles for Monday, July 31, 2023
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  • Life Insurance Trusts: Powerful Tax-Savings Vehicles

    If an estate is large enough, it can get hit by federal and state estate taxes. Fortunately, a life insurance trust can let you plan around these taxes. Click through for an introduction to this useful estate planning tool.

    Saved on 03-01-2022 - Remove
  • Is This Your Situation: Do You Need Help Grasping Commercial Real Estate Taxes?

    If you're involved in commercial real estate, it's essential you understand a wide variety of tax issues. Click through for an introduction to commercial real estate tax provisions, and how they may affect you.

    Saved on 03-01-2022 - Remove
  • Nine Important Things to Know About Blockchain

    Blockchain is to bitcoin what the Internet is to e-mail. Even if you are not ready to use digital currency, it’s important to be familiar with it because it’s going to be around for the long term. Click through to get up to speed.

    Saved on 01-14-2022 - 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 11-15-2021 - Remove
  • Why Didn't I Get My PPP Loan?

    The PPP comes from the government, and that means lots of rules. If you were unsuccessful in getting a loan, it may be difficult to figure out which qualification you missed. Click through to help track down the problem.

    Saved on 11-16-2021 - Remove
  • Rethink Your Paid-Leave Policies

    In these difficult times, the narrative surrounding employee leave has taken a major turn, with paid leave becoming the dominant theme. Click through to see why it's time to reassess your paid-leave policies.

    Saved on 02-28-2022 - Remove
  • What Information Is Included on a Pay Stub?

    Even if you're not required to give your employees a pay stub, it's widely recommended that you do so to help with record-keeping and keep employees in the picture. Click through to see which items should go on this document.

    Saved on 11-15-2021 - 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 11-15-2021 - Remove
  • Family Businesses and the Next Generation

    Having your children work in the family business is a great way to teach your kids about work ethic and money management, and to kick-start their retirement or college savings plan. Click through for tips on bringing your children into the family business.

    Saved on 04-15-2022 - Remove
  • How to Indirectly Edit PDF Documents in Excel

    You may commonly receive PDF reports with data, but how to do you get the information into Excel? Third-party tools can be awkward, but Excel can do the trick. Click through to see how Excel can "translate" PDF.

    Saved on 11-15-2021 - Remove
  • Should You Hire a Virtual Assistant?

    Virtual assistants generally take charge of administrative tasks so you can focus on your job and your personal life. Click through to learn how they can help with bookkeeping, scheduling and email management.

    Saved on 12-24-2021 - Remove
  • Socially Responsible Investing: The Wave of the Future?

    When it comes to investing, should you care about anything beyond the returns generated? Many investors believe that their money should not only grow, but do good in the world. Click through for an introduction to SRI.

    Saved on 06-07-2022 - Remove
  • Know How to Handle Canceled Debt

    If your debt is forgiven for less than the full amount you owe, the debt is considered canceled, but you still owe taxes. The IRS wants its cut. Click through for a discussion of how this works and the available exceptions.

    Saved on 06-07-2022 - Remove
  • Simple Steps to Obtaining a Financial Planner

    Many people don't know exactly what a financial planner does, or how to find one. And that's a shame, because a good planner is helpful for those at all income levels. Click through to get started on financial planning.

    Saved on 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - Remove
  • IRAs to Charity: A Useful Estate Planning Technique

    The basic goal of an IRA is to give you money to live on in your retirement years. But it can complicate your estate plan if you leave IRA funds for your family to inherit. Click through to learn about the advantages of leaving your IRA to charity instead.

    Saved on 06-07-2022 - Remove
  • Backup Withholding: Know the Story

    You may find that money you're owed is subject to substantial withholding if certain numbers aren't provided in a timely fashion. Click through to learn how to avoid this or get out of it if it's already happened.

    Saved on 06-07-2022 - Remove
  • Cost Segregation: A Tax-Saving Strategy

    Cost segregation studies can be an important tax-saving tool — if you make the most out of depreciation rules. But it's a complicated process. Click through to learn about cost segregation, and how it can work for you.

    Saved on 06-07-2022 - Remove
  • The IRS and Major Annual Adjustments

    The IRS makes annual adjustments to a variety of plan limits and other key numbers. Click through for a chart listing the most important numbers for 2018 and 2019, so you can see what's changed -- and what hasn't.

    Saved on 06-07-2022 - Remove
  • Avoiding Family Fights Over Assets

    Just how should you leave your property to your heirs? Wills and trusts can make your wishes known, but the details can leave hurt feelings and long-lasting arguments. Click through for tips for creating an inheritance of family peace.

    Saved on 04-15-2022 - Remove
  • Gifts to Charity: Six Facts About Written Acknowledgments

    You contribute money or gifts to qualified organizations that are eligible to receive tax-deductible charitable contributions. Click through if you plan to claim a charitable deduction on your tax return.

    Saved on 08-24-2020 - Remove
  • Do It Right: Legal HR and Payroll Practices

    You could fill a bookshelf with all the rules and guidance on payroll and HR generally, and employers have to be vigilant. Click through for some advice on how to get started and remain on the right path.

    Saved on 01-14-2022 - Remove
  • S Corporations -- Know the Advantages

    S corporations elect to pass corporate income, losses, deductions and credits through to shareholders for federal tax purposes. Click through to see how S corporations avoid double taxation, and learn whether they're the right format for your company.

    Saved on 01-14-2022 - Remove
  • How You Can Use a Deferred Annuity

    It's a time-tested tool for retirement planning, but it's not for everyone. The key is knowing how a deferred annuity works, and whether it's right for you. Click through for an overview, and the inside scoop on how to choose.

    Saved on 01-14-2022 - Remove
  • The Final Responsibility: Being an Executor

    It's one of the most important tasks you can carry out for a friend or family member: carry out their last wishes after they're gone. But you don't have to do it alone. Click through for a review of what you need to do as an executor.

    Saved on 01-14-2022 - Remove
  • Work Opportunity Tax Credit Reauthorized Through 2025

    To incentivize employers to hire individuals from underrepresented groups, Congress has extended the Work Opportunity Tax Credit program until the end of 2025. Click through for insight into this important and complex program.

    Saved on 01-14-2022 - 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 01-14-2022 - Remove
  • Getting Ready for Tax Time

    The more preparation you do in advance as April 15 approaches, the easier it will be when you meet with your tax preparer. Click through for a quick guide to getting organized for tax season, including some tips on what's new.

    Saved on 01-14-2022 - Remove
  • Changing Culture to Manage Future Disruptions

    Companies that are structured to be resilient and agile are more likely to succeed through disruptions such as the current pandemic — and any future disruptions. Click through to learn how to operate under an agile model.

    Saved on 01-14-2022 - Remove
  • Tax Scams: The Pandemic Edition

    With all the things that are changing in 2020, there is one constant you can count on: Tax scams are still with us. Click through to learn what to watch out for as scammers find ways to incorporate the pandemic into their schemes.

    Saved on 04-15-2022 - Remove
  • Seasonal Employment: Laws and Best Practices

    Do you rely on seasonal employees to fill staffing shortages during holidays or busy periods? Click through for insights into navigating seasonal employment.

    Saved on 12-24-2021 - 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 11-15-2021 - Remove
  • If You Want to Be Successful, You Must Have Benchmarks

    As a business owner, you may think you're doing well, but do you have the numbers to back up your opinion? There are ways of getting actual data. Click through to learn how to get data to see how you compare against industry standards.

    Saved on 01-18-2019 - Remove
  • Getting to Know the Sharing Economy

    What's the sharing economy? It involves using online platforms to rent a spare bedroom, provide car rides or offer any number of other goods or services. Click through to learn more about what's often called the sharing economy.

    Saved on 01-14-2022 - 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 01-14-2022 - Remove
  • Hiring in a New Era

    Hiring in a post-pandemic world is a priority for many businesses. It is also a challenge because both the workforce and the workplace are different than they were before the pandemic. Click through to learn how to adapt to the new reality.

    Saved on 01-14-2022 - 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 03-01-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - Remove
  • 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - Remove
  • Facing the Emotional Side of Mergers

    Many articles and books have been written about how to do a merger, and many speakers have pontificated on the subject. Click through to see that the one missing ingredient is the range of emotions that accompany the transaction.

    Saved on 06-07-2022 - Remove
  • How to Put Together a Home Budget

    Get your financial life in control and organized. How? Create a budget. Click through to learn how to track your expenditures, identify spending habits and set goals for yourself.

    Saved on 06-07-2022 - Remove
  • Why Compensation Plans Are Your Key to Success

    You create a plan for marketing, a plan for sales, and a plan for technology. Make a plan for employee compensation as well. Click through to learn about this essential but sometimes forgotten business management task.

    Saved on 06-07-2022 - Remove
  • What Dead Celebrities Can Teach Us About Estate Planning

    The news is always full of celebrities who die and leave their estates in a mess for heirs to fight over for years. Click through to learn how to make sure your heirs don't end up like that.

    Saved on 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - Remove
  • Exploring the Self-Funded Solution

    Employer self-funded health care programs offer portability, flexibility and customization. Click through to understand exactly what this is and how it can work for you.

    Saved on 06-07-2022 - Remove
  • Develop a Social Media Plan and Implement It

    Want your business to get found online? You don't have to be a Fortune 100 company to take advantage of social media. Click through to see how direct communication with customers has the potential to transform your business.

    Saved on 06-07-2022 - 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 06-07-2022 - Remove
  • Some Thoughts on the Future of Employment

    Work no longer requires large numbers of workers: technological progress has made farms and factories more productive than ever. What does this mean on the employment front? Click through to see our future as workers.

    Saved on 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - Remove
  • Consider Digital Assets in Estate Planning

    Who will let your professional online network know that you've passed away? How will your executor access your passwords and PINs? Click through to see the latest ruminations on estate planning for digital assets.

    Saved on 06-07-2022 - 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 06-07-2022 - Remove
  • The End of the 40-Hour Workweek?

    Ever since we were students in classrooms, our days have been structured around eight-hour blocks. But does that make sense? Click through to enter a discussion on whether we can set our own schedules.

    Saved on 06-07-2022 - Remove
  • Get the Inside Scoop on Annuities

    Annuities can be a good way to ensure a steady stream of income in retirement, but you need to do a lot of investigating beforehand. Click through to find out if annuities are right for you, and how to choose one.

    Saved on 06-07-2022 - Remove
  • 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 06-07-2022 - Remove
  • How Small Businesses Can Use Newsletters

    A newsletter is a cost-effective medium for building relationships with customers and prospects -- and even for recruiting. Click through to see how a newsletter can increase your awareness of your company.

    Saved on 06-07-2022 - Remove
  • Partnership Taxation: Know the Rules

    You're busy running your law firm, but don't forget that you have to take care of the back office as well. And that includes taxes. Click through for an introduction to partnership taxation rules, and some practical help in tax management.

    Saved on 06-07-2022 - 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 06-07-2022 - Remove
  • Is This Your Situation: Using Financial Reports to Manage Your Business

    Pulling together monthly or annual financial reports can be tedious. And it can be difficult to find time to deal with all the numbers. Click through to learn how key financial reports can give you greater control of your business.

    Saved on 06-07-2022 - 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 06-07-2022 - Remove
  • Evaluating Investments on an After-Tax Basis

    Most people think of the returns on their investments simply based on what they paid on purchase and what they receive on sale. Click through for some insights into the income tax consequences of your investing choices.

    Saved on 06-07-2022 - Remove
  • Is This Your Situation: Deciding Between an Audit and a Review

    As you evaluate the subtle differences between an audit and review, you may be wondering which of these options is right for your business. Click through to learn the differences and gain insights into this complex issue.

    Saved on 06-07-2022 - 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 06-07-2022 - Remove
  • Reap the Benefits of the Work Opportunity Tax Credit

    The Work Opportunity Tax Credit gives employers tax benefits for hiring people who fall within certain qualifying categories. This can be a big boon to companies and employers! Click through to learn the ins and outs.

    Saved on 06-07-2022 - Remove
  • How to Avoid Capital Gains Taxes

    When you a sell an investment and make a profit, Uncle Sam wants part of that profit. That type of tax is called a capital gains tax. Click through to learn how you may be able to avoid it.

    Saved on 06-07-2022 - Remove
  • Bitcoin: What's Happening?

    Bitcoin, the digital currency, has been in the news a lot recently. What's it all about and how does it work? Is it something you should invest in? Click through for a quick review about this controversial financial product.

    Saved on 06-07-2022 - Remove
  • Qualified Retirement Plans: Know the Rules

    Periodically, the Internal Revenue Service issues a notice describing changes in its qualification requirements for retirement plans, including deadlines. Are you up to date? Click through to see the list of required amendments.

    Saved on 06-07-2022 - Remove
  • What You Need to Know About Social Security Taxes

    Every small-business owner should know the rudiments about Social Security payments. Click through to learn vital facts about your Social Security responsibilities.

    Saved on 06-07-2022 - Remove
  • Is This Your Situation: Confused About Choosing Accounting Software

    When selecting accounting software, you have several options. How can you choose the best option for your business? Click through for some tips on getting started.

    Saved on 06-07-2022 - Remove
  • Is This Your Situation: Continually Worrying About Accounting

    A lot goes into running a small business. You started it because you’re good at what you do. But what about those administrative duties that aren’t your strength? Click through to learn more about the tasks an outsourced accountant can handle on your behalf.

    Saved on 06-07-2022 - Remove
  • How to Calculate Severance Pay

    Severance pay is usually offered to employees after termination from their jobs. Though generally not required to provide it, companies often base it on length of employment. Click through to see how other firms handle this.

    Saved on 06-07-2022 - 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 06-07-2022 - Remove
  • Is This Your Situation: Trying to Maintain Internal Controls

    Are you familiar with internal controls? Do you understand whether they apply to your company? Click through for an introduction to internal controls and a discussion of why every company needs them.

    Saved on 06-07-2022 - Remove
  • How to Prepare for a Business Valuation

    Just as running a successful business takes planning and disciplined effort, effective business valuation requires organization and attention to detail. Click through to learn how to get started.

    Saved on 06-07-2022 - Remove
  • Big Changes in Social Security and Retirement Plans for 2018

    Every year, the IRS and Social Security Administration tweak essential numbers for Social Security and retirement plans — and this year is no different. Click through for the need-to-know numbers for 2018.

    Saved on 06-07-2022 - 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 06-07-2022 - Remove
  • Tips on Managing the Ubiquitous Form 1099

    In today's economy, it may seem that there's a thin line between your employees and your contractors, but there's a world of difference to the IRS. One important distinction is the tax form used. Click through for the Form 1099 basics.

    Saved on 06-07-2022 - Remove
  • Calculating the Total Interest for a Loan with Excel

    Cumulative interest payments? Excel can handle that task, if you know how to manage the functions correctly. In fact, it can be an efficient way to get the numbers you need. Click through to learn a trick you had no idea Excel could do!

    Saved on 06-07-2022 - Remove
  • Is This Your Situation: Worried About Taking Your Company Public

    Many entrepreneurs aspire to "go public," but should this aspiration always be the goal? Click through for some tips on evaluating this important decision.

    Saved on 06-07-2022 - Remove
  • Long-Term Care Insurance

    Are you concerned about paying for nursing homes or skilled in-home help? Long-term care insurance may help. Click through for details on LTC insurance and what it covers.

    Saved on 06-07-2022 - 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 06-07-2022 - Remove
  • 6 Retirement Mistakes to Avoid

    It's a "don't let this happen to you" situation: finding yourself nearing retirement with not enough money. Click through to learn about the mistakes you need to avoid.

    Saved on 06-07-2022 - 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 06-07-2022 - Remove
  • Tips to Improve Company Spirit

    Can low morale ultimately hinder your business from reaching its goals? Click through for simple and creative approaches to strengthen employee engagement.

    Saved on 06-07-2022 - Remove
  • What Does It Mean to Be a Fiduciary?

    You may have heard about arguments coming out of Wall Street and Washington regarding fiduciary standards and controversial changes in regulations. Click through to get the scoop about what it means to be a fiduciary.

    Saved on 06-07-2022 - Remove
  • Bracket Changes and More From the IRS

    Washington is abuzz with talk of tax reform, although there's no certainty what, if anything, will happen. But the IRS is proceeding, for now, as if 2018 will be business as usual. Click through for bracket and deduction changes.

    Saved on 06-07-2022 - Remove
  • Handling Employees Across State Lines

    When you have employees who live in one state and work in another, things can get a bit tricky. Click through to learn the basic rule -- you generally pay taxes in the state where your team works, but it can get complicated.

    Saved on 06-07-2022 - 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 06-07-2022 - Remove
  • Trusts: What You Need to Know

    A trust lets you distribute your assets to others, while minimizing estate, income and gift taxes. Trusts have scores of uses for a variety of families. Click through for a basic primer on this essential component of estate planning.

    Saved on 01-14-2022 - Remove
  • How to Obtain Small Business Funding

    Eventually, all growing businesses reach the point at which they need financing to continue growth. Business owners need to explore all available options. Click through to learn how you can navigate the various choices.

    Saved on 01-14-2022 - 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 06-07-2022 - 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 06-07-2022 - Remove
  • Is This Your Situation: Managing Tax Rules for Part-Time or Seasonal Help

    Do you have questions about the tax treatment of payments for part-time and seasonal help? These employees are subject to the same rules that apply to all employees — with some twists. Click through for some help on tax rules regarding part-time and seasonal help.

    Saved on 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - Remove
  • What to Know About Private Tax Debt Collection

    The IRS is hiring private debt collectors for the hard cases -- those who haven't responded to other attempts to collect back taxes. Click through to find out what this means for you and how to protect yourself.

    Saved on 06-07-2022 - Remove
  • How Do You Handle Multistate Taxes?

    No matter where your company is headquartered, there's a good chance you conduct business across other state borders. How do taxes work in this situation? Click through to learn about multistate taxes and how to ensure that your business is compliant.

    Saved on 06-07-2022 - Remove
  • All About Finding a Financial Planner

    When it comes to choosing a financial planner, there are a bewildering array of choices. How do you know who is right for you? How do you know who is competent? Click through for an introduction to finding someone right for you.

    Saved on 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - Remove
  • 529 Plans: Good for Parents and Grandparents

    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 parents--and grandparents--can use versatile 529 plans to finance higher education.

    Saved on 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - Remove
  • What's the Deal on Estimated Taxes?

    If you're self-employed or have income other than a salary, you may need to pay estimated taxes to square your tax bill throughout the year. Click through to see whether you need to make estimated tax payments every quarter.

    Saved on 06-07-2022 - Remove
  • What Is a Deferred Annuity -- and How Does It Work?

    An annuity contract that delays payments of income until you elect to receive the money is a deferred annuity. Click through to understand how it works and the important role it can play in estate planning.

    Saved on 06-07-2022 - 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 01-18-2019 - Remove
  • Small Business and Insurance: Know the Score

    There is no lack of options when it comes to insurance for your small business. Not every business needs every kind, but you should know what's available. Click through to get started thinking about business insurance.

    Saved on 06-07-2022 - Remove
  • Beyond Money: The Softer Side of M&A

    When two companies join together, whether it's a merger between equals or the purchase of a smaller entity, it's not just about the money. Click through for some insights into the softer side of M&A.

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  • Is This Your Situation: Worried About the Monthly Close

    Do you dread those end-of-month tasks? How do you ensure that your monthly financial statements are accurate and timely? Click through to learn how to simplify this tedious task.

    Saved on 06-07-2022 - 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 06-07-2022 - Remove
  • Is This Your Situation: Deciding How Long to Keep Tax Records

    Know what tax information to keep and how long to keep it, to both avoid future hassles with the IRS and save on file cabinet space. Click through to learn the details of what the IRS may want to see in the event of an audit down the line.

    Saved on 06-07-2022 - Remove
  • What To Do When You Get an Audit Notification

    You’ve opened the mail and your heart sinks. Your business just received an audit notification from the IRS. Click through to learn how to keep your cool and prepare for what happens next.

    Saved on 06-07-2022 - Remove
  • What's Up with Socially Responsible Investing?

    Do you care if the money you invest is actually doing some good in the world? If so, socially responsible investing may be for you. Click through to learn how to ensure that your money is not invested against your values.

    Saved on 06-07-2022 - Remove
  • What is D&O Insurance -- and Who Needs It?

    Directors and officers (D&O) liability insurance helps cover costs arising from legal actions brought against an organization's officers or board of directors. Click through to see if it's something you need.

    Saved on 06-07-2022 - Remove
  • Yes, Home Equity Loans May Still Be Deductible

    Interest on home equity loans and similar products still can be deducted under the new tax law, says the IRS, even though early readings of the law suggested otherwise. Click through to see how you may still be able to claim a deduction.

    Saved on 06-07-2022 - Remove
  • Is This Your Situation: Trying to Avoid Penalties for Employee Misclassification

    If the difference between exempt and nonexempt employees causes lots of confusion, you're not alone. Both large and small companies can find the dividing line difficult to draw. Click through for tips on understanding the Fair Labor Standards Act.

    Saved on 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - Remove
  • How to Improve and Maintain Your Credit Score

    A good credit score is the key to financial health. A low score can make it difficult to get credit cards or a mortgage -- or even, in some situations, to get a job. Click through for some credit score tips.

    Saved on 01-18-2019 - Remove
  • How OSHA Can Affect Your Business

    No matter what kind of business you run, you have to know something about OSHA, which oversees workplace safety. Click through for some insights into how OSHA works and why you need to be familiar with its rules.

    Saved on 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 08-14-2020 - Remove
  • Steps to Choosing a Charity

    These days, you want to donate with your head as well as your heart, making sure a charity is legitimate, well-run and aligned with your values. Click through to learn how to effectively make a charity a worthwhile part of your legacy.

    Saved on 06-07-2022 - Remove
  • How to Challenge Property Taxes

    One thing all homeowners can agree on: Complaining about property taxes is one of their favorite pastimes. However, you may be able to actually do something about high taxes. Click through to learn how to appeal your property taxes.

    Saved on 06-07-2022 - Remove
  • Depreciation: Is It Right for You?

    Depreciation is a deduction from income tax that lets you recover the cost of property. Click through to see how the IRS allows for the wear and tear, deterioration or even obsolescence of items.

    Saved on 06-07-2022 - 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 06-07-2022 - Remove
  • Understanding Your Payroll Tax Liabilities

    Although the payroll taxes you’re liable for as an employer may seem obvious, some taxes are not so easy to identify. Click through to learn the common and not-so-common employer payroll taxes, including associated liabilities.

    Saved on 06-07-2022 - Remove
  • Know About the Unemployment Tax

    If you have employees, you must report and pay unemployment taxes to the IRS — and the devil is in the details. Click through for the rules of how to set aside amounts for the tax and report it on Form 940.

    Saved on 11-16-2021 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - Remove
  • Medicaid Trusts: Key for Long-Term Medical Planning

    Is it possible to protect your estate and still qualify for Medicaid? Yes it is, with the right kind of trusts. Click through to learn about the different kinds of Medicaid trusts and how they might be able to help you.

    Saved on 06-07-2022 - Remove
  • Do You Need to Hire a Business Consultant?

    Feel like you could use some advice? Sometimes, an outside expert can give you a fresh perspective on the management of your company. Click through to learn about cost-effective ways to leverage a business consultant.

    Saved on 06-07-2022 - 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 06-07-2022 - Remove
  • How You Can Keep Your Finances in Order Year-Round

    Most of us don't get our finances in order until a life event is imminent — an upcoming wedding, the birth of a baby, a divorce, a financial audit or a natural disaster. Click through to get organized with a 10-step plan.

    Saved on 06-07-2022 - Remove
  • Hobby vs. Business: What's the Difference to the IRS?

    It's an old tax question, but the answers don't get any easier: what is the difference between a hobby and a business? It's a subtle point, but an important one. Click through for insights into IRS guidance.

    Saved on 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - Remove
  • Baby on the Way: Knowing All About Maternity and Paternity Leave

    There's a good chance you'll eventually have to deal with some kind of parental leave in your office, whether it involves an employee or employee spouse pregnancy, or an adoption. Click through for some insights in creating a policy.

    Saved on 06-07-2022 - Remove
  • Effects of Reciprocal Agreements on Your Business

    Do you have employees who live in one state but work in another? If so, they probably are covered by a state reciprocal agreement, which eliminates dual taxation. Click through to learn more about tax reciprocal agreements.

    Saved on 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - Remove
  • Long-Term Care Insurance: Something You Need?

    Long-term care can range from assistance with simple activities to skilled care provided by nurses and therapists. Is it right for you? Click through for more details and to discover the variety of coverage options.

    Saved on 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - Remove
  • New IRS Guidance on State and Local Taxes

    The IRS is taking a look at the deductibility of state and local tax payments for federal income tax purposes in the wake of tax reform. Click through for a snapshot on what's happening with this complicated issue.

    Saved on 06-07-2022 - 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 06-07-2022 - Remove
  • Is a Franchise the Right Move for You?

    At one time or another, almost everyone daydreams about owning their own business. With a franchise, you can be your own boss, with the backing of an established company. Click through for an intro to this business model.

    Saved on 06-07-2022 - Remove
  • Filing Responsibilities With Income or Loss From Business

    In these uncertain times, many taxpayers who normally were on staff have turned part time or full time to the "gig economy." This means they have to file Schedule C as part of their tax return. Click through for an introduction to the tax requirements.

    Saved on 11-16-2021 - 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 06-07-2022 - Remove
  • A Tax Essential: the Percentage-Withholding Method

    The IRS has developed multiple methods that employers may use to withhold federal income tax from employees' wages. One of those methods is done on a percentage basis. Click through for insights into the percentage-withholding formula.

    Saved on 06-07-2022 - Remove
  • Is a 1031 Exchange Right for You?

    A properly structured Section 1031 exchange allows an investor to sell a property, reinvest the proceeds in a new property and defer the tax on the potential gain from the sale. Click through to see the impact of tax reform on 1031 exchanges.

    Saved on 06-07-2022 - Remove
  • Artificial Intelligence: Has It Come to Accounting?

    Artificial intelligence has been much in the headlines recently, often in the context of self-driving cars or robots. But will it change accounting and finance? Click through to see how AI is already affecting your life and business.

    Saved on 06-07-2022 - Remove
  • The IRS Looks Into Executive Compliance

    The IRS is taking a special look at the tax situation surrounding executive compensation. This may sound simple, but there are a lot of complexities you need to know about. Click through for an introduction to the key issues.

    Saved on 06-07-2022 - Remove
  • Know the FMLA Notice Requirements

    To receive FMLA-protected leave, eligible employees must provide adequate notice to their employers. If they don't, the leave could be delayed or denied. Click through for details on FMLA notice requirements.

    Saved on 06-07-2022 - Remove
  • ACA Affordability Threshold to Rise in 2019

    One of the main requirements of the Affordable Care Act's employer mandate is that health coverage must be affordable, based on annual standards set by the IRS. Click through for the details on the 2019 increase for one of those standards.

    Saved on 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - Remove
  • 6 Key Facts About Excise Taxes

    Everyone knows about income taxes and sales taxes, but we tend to forget about excise taxes, because they're not obvious. Click through for an introduction to this important class of taxes, and see what's changed.

    Saved on 06-07-2022 - Remove
  • Gather All Your Papers for Taxes

    Don't find yourself frantically searching for information you need to file your tax return at the last minute. Click through to reduce filing difficulties and possibly your tax bill by knowing what documents to have at your fingertips.

    Saved on 06-07-2022 - Remove
  • Payroll Cards: Know the Full Story

    Despite being a viable option for unbanked employees, payroll cards have garnered a controversial reputation, largely due to concerns over fees and compliance. Click through for answers to frequently asked questions about payroll cards.

    Saved on 06-07-2022 - Remove
  • Child and Dependent Care Credit

    You may be able to claim child and dependent care credit, which can put a lot of extra money into your pocket. But the rules can be complicated. Click through to help determine whether you might be eligible.

    Saved on 06-07-2022 - 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 06-07-2022 - Remove
  • How to Handle Bad Debt and Taxes

    It's a problem almost every business has to face at some point: how to handle bad debt. Fortunately, the IRS may be able to give you a break. Click through for some help in taking care of this.

    Saved on 06-07-2022 - 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 06-07-2022 - Remove
  • How to Handle Disagreements with the IRS

    Even if you're mired in the tax audit process, the IRS doesn't have all the power. You have options when faced with disagreements with your IRS examiner. Click through for a look into the process and your options.

    Saved on 06-07-2022 - Remove
  • Padding Your Tax Deductions? The Consequences Are Serious

    It can be a seductive trap: adding an item here or there to reduce your taxes. But even aside from the morality, it's illegal, and the penalties are steep. Click through to learn about the consequences of lying on your return.

    Saved on 06-07-2022 - Remove
  • How to Improve Your Credit Score

    Everyone talks about credit scores, and how they can make a huge difference in your life -- with home purchases, for example. But what really affects the numbers? Click through for some steps to take now to get on the path to a better score.

    Saved on 06-07-2022 - Remove
  • Do You Need Business Interruption Insurance?

    Many businesses don't even know about it, but it can be essential to your long-term plans. Are you covered if your business can't continue for a substantial period of time? Click through for the reasons to consider business interruption insurance.

    Saved on 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - 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 06-07-2022 - Remove
  • Why Do You Need a Business Valuation?

    What is a valuation, and why do you need one? Having an up-to-date business valuation on hand will guard against numerous eventualities. Click through to learn why a valuation is essential to business success.

    Saved on 06-07-2022 - Remove
  • Retirement Plan Startup Costs Tax Credit

    You may be able to claim a tax credit of up to $5,000 when you set up a SEP IRA, a SIMPLE IRA or a 401(k) plan. Click through to see how the tax credit reduces the amount of taxes you owe.

    Saved on 04-16-2022 - Remove
  • New OSHA Guidance on Tracking COVID-19 at Work

    Did your employees who have COVID-19 contract it at work? The question is not academic — it has serious legal implications. Click through to check OSHA's new guidance for uncovering the infection sources.

    Saved on 04-16-2022 - Remove
  • What Is the Innocent Spouse Rule?

    Want to seek relief from penalties that resulted from your spouse's underpayment of tax? Click through to learn how you can protect yourself.

    Saved on 04-16-2022 - Remove
  • FLSA Mistakes To Avoid

    Most employers must adhere to the Fair Labor Standards Act. But the FLSA can be complex — and mistakes are common and costly. Click through for a quick list of common FLSA errors you should avoid.

    Saved on 04-16-2022 - Remove
  • What To Know About the Qualified Business Income Deduction

    It's a much-talked-about and misunderstood provision of the tax reform law passed in 2017, and business owners are still grappling with it. Click through to make sure you understand this beneficial but complex tax provision.

    Saved on 07-14-2022 - Remove
  • How to Use the Cash Flow Planner

    Click through for a video on how to use the cash flow planner in QuickBooks.

    Saved on 04-16-2022 - Remove
  • What's New With the Kiddie Tax?

    So many tax provisions changed with the Tax Cuts and Jobs Act, passed at the end of 2017. The so-called kiddie tax changed as well. Click through for an examination of this complex provision and how it might affect you.

    Saved on 04-16-2022 - 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 04-16-2022 - Remove
  • Taking Over the Finances of an Elderly Person

    Physical health isn't the only thing at risk of deteriorating as we age: Mental health may decline as well, and along with it, the ability to manage money. Click through for tips on how to manage finances to protect your elderly loved one from missteps.

    Saved on 04-16-2022 - Remove
  • IRS Issues Final Regs on Meals and Entertainment

    The 2017 TCJA changed the rules for M&E deductions, but years later many subtleties have continued to cause confusion. Fortunately, recent IRS guidance may answer a lot of questions. Click through for an overview of the final regulations.

    Saved on 04-16-2022 - Remove
  • Managing Your Business and Staff After the Pandemic

    Can you lay a strong foundation for a flourishing, long-lasting small business in the post-pandemic world? Click through to learn how to seek out and seize opportunities and integrate resilience into your business plan.

    Saved on 04-16-2022 - Remove
  • The Whys and Hows of Medicaid Trusts

    A Medicaid asset protection trust is designed to protect assets from being counted for Medicaid eligibility. There are a lot of provisions, however. Click through to understand how it works and whether it might be right for you.

    Saved on 01-14-2022 - Remove
  • How To Raise and Maintain a Credit Score

    More than ever, in today's tumultuous world, it is important to maintain a good credit score, even while economic difficulties make it tough. Click through to learn how to build and maintain healthy credit habits in good times and bad.

    Saved on 03-01-2022 - 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 04-16-2022 - Remove
  • Employees' Net Pay: What Are the Calculations?

    The "net pay" line appears on every paystub, but many employees, and even many companies, aren't always sure what it means. Click through for an introduction to the detailed tax and finance calculations involved in "net pay."

    Saved on 04-16-2022 - Remove
  • Just What Is Blockchain?

    It's the latest buzzword—everyone is getting into "blockchain." But what is it, really? In brief, it's a cunning system that allows the creation of digital ledgers in a secure and yet decentralized financial system. Click through for a peek at the magic.

    Saved on 11-16-2021 - 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 07-05-2020 - Remove
  • How To Get Through a Personal Tax Audit

    Selected for an audit? It doesn't always mean there's a problem. But you should have a plan to address it to get through the audit as painlessly as possible. Click through for tips on what to do if the IRS selects you.

    Saved on 04-16-2022 - Remove
  • Should You Go with a Medicare Broker?

    A Medicare insurance broker is an independent agent who represents multiple carriers. Click through to see why brokers can be a great source for an unbiased opinion on your Medicare plan options.

    Saved on 04-16-2022 - Remove
  • What's New? Feds Offer Proposals to Rein-In Debt Collectors

    Federal regulators are proposing new consumer-friendly rules to prevent debt collection abuses, barring some of the industry's most controversial practices. Click through to learn how these changes may affect consumers.

    Saved on 03-15-2020 - Remove
  • When Working at Home Is Impossible

    Americans are being encouraged to work from home, but for millions, it's impossible. Medical workers, supermarket staff, plumbers — none of them can close up shop. Click through to learn more about businesses that must remain open.

    Saved on 11-16-2021 - 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 09-14-2021 - Remove
  • The SBA EIDL and PPP Loans and Their Tax Implications

    The Small Business Administration has refreshed an old loan program and launched a new one for pandemic-affected businesses—but there are a lot of complexities. Click through for the inside story, and the important tax implications.

    Saved on 06-07-2022 - 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 01-14-2022 - Remove
  • A Quick Introduction to Trusts

    In these difficult times, families should think about how a trust could help them. They are more affordable than many realize, and they have scores of uses for a variety of situations. Click through for a basic primer on how trusts may be able to help you.

    Saved on 01-14-2022 - Remove
  • What's the Story With an IRS Offer in Compromise?

    An offer in compromise allows you to settle your tax debt for less than the full amount you owe. And in this complicated tax year, you may want to know more about it. Click through to understand how to take advantage of this program.

    Saved on 01-14-2022 - Remove
  • Do You Have a Hobby or a Business?

    Have a hobby that's also a source of income? The line between business and hobby can be a thin one, and the rules are complex. Click through for some insights that will help you make sure that you're in compliance and that you're not missing any allowable deductions.

    Saved on 06-07-2022 - Remove
  • Should You Pay an Employee Who Resigns With Two Weeks' Notice?

    When an employee hands in their two-week notice of resignation, it triggers payroll questions, including whether the employee should be paid at all. What are the rules and best practices for this situation? Click through for information to help you create a policy.

    Saved on 04-16-2022 - Remove
  • Is This Your Situation: Needing to Start Year-Round Tax Planning

    You never should wait until April to think about your taxes. Click through to learn all the ways year-round tax planning can save your business a lot of money.

    Saved on 07-14-2021 - 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 07-14-2021 - 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 07-14-2021 - Remove
  • Are Annuities Right for You?

    Annuities are well-known financial products designed to fund a retirement. How do they work? And are they right for you? Click through to get the basics to help you decide if they fit into your financial plan.

    Saved on 07-14-2021 - Remove
  • Check Your Withholding Now

    With so many recent changes, two-income families and people who work multiple jobs should check their withholding amount. Click through to see if you're withholding the right amount of tax from your paycheck.

    Saved on 07-14-2021 - 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 04-16-2022 - 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 08-18-2020 - Remove
  • What to Know About Education Credits

    An education credit helps with the cost of higher education by reducing the amount of tax owed on your return. Click through to get details on the American Opportunity and Lifetime Learning credits.

    Saved on 01-14-2022 - 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 01-15-2022 - Remove
  • What Is a Supplemental Unemployment Benefits Plan?

    The adverse economic impact of the coronavirus pandemic has bolstered employers' interest in supplemental unemployment benefits plans, which are designed for certain discharged workers. Click through for an intro to a little-known benefit.

    Saved on 01-15-2022 - Remove
  • What You Need to Know About FBAR

    Every year, under federal law, taxpayers must report certain foreign financial accounts to the Treasury Department. Click through for an introduction to your responsibilities and to FinCEN Form 114.

    Saved on 01-15-2022 - Remove
  • Capital Gains and Losses: How Do They Work?

    Realized capital gains and losses occur when an asset is sold, which triggers a taxable event. Those are the basics, but the details can get confusing. Click through for an introduction into what these gains and losses can mean for you.

    Saved on 04-16-2022 - 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 04-16-2022 - Remove
  • 8 Flowering Plants that Can Withstand the Summer Heat

    With spring quickly coming to a close, you might be starting to think about what kinds of flowers to plant this summer. Some flowers do not do well in hot weather, but others can withstand the summer heat while looking radiant. Click through for a list of 8 plants that do great in summer weather.

    Saved on 04-16-2022 - Remove
  • How To Handle Cash Payments

    There's nothing wrong with dealing in cash, but you do need to know that cash transactions of more than $10,000 need to be reported to the IRS. Click through to get facts about reporting such payments.

    Saved on 04-16-2022 - Remove
  • Touchless Payments: A Result of the COVID-19 Pandemic

    Touchless payments have been around for a while, but the pandemic may give them a boost, as businesses and consumers both want to avoid physical contact. Click through to learn about how they work, and their advantages.

    Saved on 11-16-2021 - 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 12-24-2021 - 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 12-24-2021 - Remove
  • Can You Trust the Cloud With Your Taxes?

    When it comes to taxes and other sensitive financial information, email is NOT the way to go. Click through to see how a secure cloud platform is the way to go to receive and review tax and other financial documents.

    Saved on 04-16-2022 - Remove
  • Local Entertainment And Events Calendar: Including Virtual Events

    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 08-19-2020 - 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 03-23-2020 - Remove
  • Capitalization and Safe Harbor: Know the Rules

    Deduction issues can get complicated very quickly, and businesses need to understand the subtleties to make sure they're handling purchases correctly. Click through for an introduction to these important rules.

    Saved on 06-07-2022 - Remove
  • 4 Factors To Consider When Choosing a Pay Frequency

    Employees expect to be paid on time, based on the designated pay frequency. But before you choose a pay frequency, you must cover your bases. Click through for four things to keep in mind when selecting a pay frequency.

    Saved on 06-07-2022 - Remove
  • Give Your Taxes Your Attention 365 Days a Year

    Giving your taxes your full attention just once a year isn’t the best business strategy -- especially with so many changes in the past year. Click through to learn the best ways to evaluate the impact of taxes throughout the year.

    Saved on 06-07-2022 - Remove
  • Can You Challenge Your Property Taxes?

    From coast to coast, it can be one of the most contentious local issues: your property tax bill. Often, homeowners believe it's etched in stone, but you may have some recourse. Click through for some help in challenging your property tax bill.

    Saved on 06-07-2022 - Remove
  • Changes to 401(k) Contribution Limits for 2020

    Cost-of-living adjustments are affecting dollar limits for 401(k) plans, individual retirement accounts and other retirement plans. These changes affect both individuals and the businesses that manage company-sponsored plans. Click through to learn how the changes may affect you.

    Saved on 06-07-2022 - Remove
  • How to Avoid the Top Estate Planning Errors

    Estate planning can get very complicated, and by the time you realize you've made a mistake, it's usually too late to correct it. Click through for the most common pitfalls, so you can make sure you avoid them.

    Saved on 06-07-2022 - Remove
  • Put Compensation Front and Center

    How much thought do you give to the salary structure at your company? Successful companies create a compensation philosophy, a set of policies, to ensure consistency and loyalty. Click through to get started on compensation best practices.

    Saved on 06-07-2022 - Remove
  • Why You Need Umbrella Insurance

    You may have heard about umbrella insurance, but aren't sure what it is. It's simply extra liability coverage to protect you if you're sued for damages. And it can be surprisingly affordable. Click through to learn more about umbrella policies.

    Saved on 06-07-2022 - Remove
  • Do You Know Your Lookback Period for Payroll Taxes?

    Your lookback period dictates your federal payroll tax deposit schedule, so "lookback period" is terminology that you should know. Click through to learn more about how lookback periods work, and how they affect payroll tax deposits.

    Saved on 06-07-2022 - Remove
  • Keep Your Smartphone Apps Secure

    We use our smartphones for so many things today that we take them for granted -- along with the security issues. How do you protect your personal information when you're on your phone? Click through to feel more trust in the apps you're using.

    Saved on 06-07-2022 - Remove
  • The Ins and Outs of Form 1099

    A 1099 tax form is a record that someone was paid non-salary income. It comes in multiple versions, and there's a good chance you'll be dealing with one or more of them each tax season. Click through for a rundown of how they work.

    Saved on 06-07-2022 - Remove
  • Key Rules for Garnishing Lump-Sum Payments

    The DOL has clarified the types of lump-sum payments that are protected by federal garnishment laws versus those that are not. Click through for details to make sure you don't mishandle these for your employees.

    Saved on 06-07-2022 - Remove
  • IRS Issues Guidance on Meal and Entertainment Deductions

    The 2017 TCJA eliminated the deduction for any expenses related to activities generally considered entertainment, amusement or recreation. Click through for the details on the complex regulations.

    Saved on 06-07-2022 - Remove
  • Social Security: Is It Time to Tap Into It?

    You can start taking Social Security payments as early as age 62, but you get a bigger monthly payout if you can wait. What's the optimal time? Click through to learn the basics of Social Security calculations.

    Saved on 06-07-2022 - Remove
  • Demystifying On-Call Pay

    The conditions surrounding on-call pay can be confusing, and employers often misunderstand them. It comes down to whether employees should be paid if they're required to be available while not working. Click through for an intro to the complex rules.

    Saved on 06-07-2022 - Remove
  • Know the Basics of Medicare

    Medicare is a federal insurance program that provides health coverage for older Americans, and its provisions can get quite complicated. Click through for an introduction so you understand what you or your loved ones are entitled to.

    Saved on 06-07-2022 - Remove
  • 6 Tips for Maintaining a Great Company Culture

    Every company has a culture — its “personality.” What is your company's culture? How do you ensure that it is consistently maintained across all departments? Click through to get a sense of what company culture is and how to get a fix on yours.

    Saved on 06-07-2022 - Remove
  • The SECURE Act and Other Last-Minute Tax Changes

    The year finished up with a bang as Congress enacted a number of changes that affect the retirement landscape and other tax situations. Click through for a summary of these changes and how they could affect you.

    Saved on 06-07-2022 - Remove
  • How To Deal With Stress During Quarantine

    There is no lack of stressors today! We're worried about our health, our jobs, our retirement accounts, our children and our communities. Click through for some thoughts on what you're going through and how to take care of yourself.

    Saved on 06-07-2022 - Remove
  • CARES Act Grants Breaks on Some Student Loans

    The CARES Act contains an important but little-known provision that grants a six-month relief period for most student borrowers. Click through to see how this program works and which students are eligible to take advantage of it.

    Saved on 06-07-2022 - Remove
  • What's the Story on the Employee Retention Credit?

    The Treasury Department and the IRS have launched the Employee Retention Credit to keep employees on the payroll. Click through to get 50% of up to $10,000 if your business has been impacted by COVID-19.

    Saved on 06-07-2022 - Remove
  • PPP Loans: We Answer Your Questions

    The Paycheck Protection Program, part of the CARES Act, is in full swing, but there are still a lot of questions about this powerful, but confusing, program. Click through for the latest info to see if and how your business can benefit.

    Saved on 06-07-2022 - Remove
  • Know Your IRS Rights

    Anyone who has received a tax audit knows the terror of imagining a meeting with the IRS. But it's not a one-sided fight! Click through, take a deep breath and read about your protections in the Taxpayer Bill of Rights.

    Saved on 06-07-2022 - Remove
  • 5 Ways to Lower Your SUTA Tax Rate

    An employer’s SUTA tax rate is susceptible to fluctuation. If yours is escalating, contrary to popular belief, you actually might be able to reduce it! Click through for five strategies to curb your SUTA tax rate.

    Saved on 06-07-2022 - Remove
  • COVID-19 and Workers' Compensation

    It seems that the current pandemic is affecting every aspect of business and finance — and the workers' comp system is no exception. Click through for a brief review of the complex interplay between workers' comp and new regulations.

    Saved on 06-07-2022 - Remove
  • PPP: IRS and SBA Issue New Guidance

    The IRS and SBA continue to release additional guidance on the PPP that is applicable to those applying for loans and those who already have them. Click through for key clarifications in this important but complicated program.

    Saved on 06-07-2022 - Remove
  • IRS Gives Break on Flexible Spending Plans

    The IRS has issued new guidance to grant increased flexibility on 125 cafeteria plans, health flexible spending arrangements and dependent care assistance programs. Click through to learn how to take advantage of the new rules.

    Saved on 06-07-2022 - Remove
  • Medical Loss Ratio: Rebates Both Mandatory and Voluntary

    The medical loss ratio calculation is an important — and technical — aspect of the Affordable Care Act. But many don't understand it. Click through for a review of what the MLR is and how the pandemic may have changed it.

    Saved on 06-07-2022 - Remove
  • Know the Tax Rules for Employee Loans

    Companies may allow workers to take a draw against commissions or give them some other form of salary advance. It's perfectly legal, but employers need to know the rules. Click through for the tax implications of employee loans.

    Saved on 06-07-2022 - Remove
  • CDC Gives Guidance for Reopening Businesses

    While stringent closing rules are still in place, the CDC has started to give guidance for reopening certain businesses under certain situations. Click through to get started thinking about how your business may be able to reopen.

    Saved on 06-07-2022 - Remove
  • Is This Your Situation: You Can't Settle on Goals

    If you are so busy with day-to-day responsibilities that you can't think about long-term goals, then you could be missing out on potential ways to grow your business. Click through to get the essential facts on planning for the future.

    Saved on 06-07-2022 - Remove
  • Pandemic Leads to State Border Tax Complications

    Thanks to the pandemic, many employees are now working from home. But this may mean state tax confusion, if the residence and company are in different states. Click through for an introduction to the complexities.

    Saved on 06-07-2022 - Remove
  • 5 Things Animals Have Taught Us About Eating Healthy

    People are always looking for ways to improve their eating habits and become healthier, so why not take a look at some of the all-natural dietary choices of a few notable species of animals? Click through for 5 tips on healthy eating that you can learn from animals.

    Saved on 06-07-2022 - 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 06-07-2022 - Remove
  • Working at Home — the New Reality

    Both businesses and workers have been ambivalent about telecommuting, but the pandemic may have forced everyone's hands. Click through for some insights into why, for many businesses, working from home may be the new normal.

    Saved on 06-07-2022 - Remove
  • Do You Need a Will and a Trust?

    Estate planning can be complicated. It starts, however, with one basic question: Do you need a will and a trust? Click through to read more about these two estate planning tools and how they can help you.

    Saved on 06-07-2022 - Remove
  • Twitter for Business

    If you are looking to expand your business’s online presence, creating a Twitter account should be at the top of your list. By putting your business on Twitter, you will have access to an infinite amount of potential customers, networking opportunities and other people in your industry. Click through to learn how to set up a Twitter business account and start expanding your online presence.

    Saved on 06-07-2022 - Remove
  • Budgeting Tips for Managers

    It may not be the most entertaining part of your job, but it's often one of the most essential: budgeting. Is there a way to make it less painful? Click through for some tips on managing your department's budgeting responsibly.

    Saved on 06-07-2022 - Remove
  • Depreciation: How Does It Work?

    Depreciation is a tax deduction allowing the recovery of asset costs. You can get a tax break from depreciation, but the rules are complicated. Click through for an introduction to the tax and accounting strategies surrounding it.

    Saved on 06-07-2022 - Remove
  • Happy Independence Day! Wishing You a Sparkling 4th of July

    Wishing you a safe, fun and happy 4th of July! Freedom has its life in the hearts, actions and spirit of the American people. Click through for a special Independence Day greeting.

    Saved on 06-07-2022 - Remove
  • A Sales-Tax Primer for Pandemic-Affected Businesses

    Many businesses have enhanced their online presence as a result of the COVID-19 pandemic. These businesses need to be aware of the many challenges associated with collecting sales tax on internet sales. Click through to learn how to transition smoothly to online sales.

    Saved on 06-07-2022 - Remove
  • How Workers Can Return

    Some jobs cannot be done from home on a long-term basis, so businesses may gradually bring employees back to offices. Click through for tips on how best to do this to protect everyone's well-being as the pandemic subsides.

    Saved on 06-07-2022 - Remove
  • Meal Expenses: What's the Story?

    There's a lot of confusion and misinformation surrounding business meals and how and when you can deduct them. Click through for a brief history of meal deductions, and an intro to the current situation.

    Saved on 06-07-2022 - Remove
  • Home Equity Loans Are Deductible -- Sometimes

    The ability to deduct interest on home equity loans has always been one of their great advantages. That provision is still in force, but there are severe limitations. Click through to see if your plans align with the rules.

    Saved on 06-07-2022 - Remove
  • The Percentage-Withholding Method: How It Works

    The calculations surrounding withholding can get very complicated, and the redesigned Form W-4 added additional wrinkles. Click through for a look at the bracket vs. percentage methods, and how the math plays out.

    Saved on 06-07-2022 - Remove
  • Are You Ready To Retire Early?

    The economic havoc wreaked by the pandemic, including the shuttering of many businesses and the damage to many sectors, may have you wondering whether it's time to retire. Click through for a closer look at how to retire sooner rather than later.

    Saved on 06-07-2022 - Remove
  • Is This Your Situation: Differentiating Between Independent Contractors and Employees

    Identifying who is an independent contractor and who is an employee can be a complicated task, and the penalties for making an incorrect classification can be severe. Click through to make sure you understand how to correctly make this determination.

    Saved on 06-07-2022 - Remove
  • The Pomodoro Technique: Rethinking Time Management

    With so many people working at home instead of in a 9-5 office setting, we're seeing a new focus on time management. Click through to learn about the Pomodoro Technique, which makes it easier to accomplish more while working less.

    Saved on 06-07-2022 - Remove
  • IRS Updates Form 941 To Reflect COVID-19 Tax Credits

    Are you required to offer paid leave for COVID-19 reasons? Were you forced to suspend your business operations, or did sales drop sharply? If so, you may claim tax credits on IRS Form 941. Click through to make sure you don't miss out.

    Saved on 06-07-2022 - Remove
  • How to Address Ergonomic Needs

    Employees are working at home. And even as companies prepare to slowly reopen, they may need to rearrange workspaces for health reasons. Click through to learn how to maintain ergonomic safety in every situation.

    Saved on 06-07-2022 - Remove
  • Even a Home Office Has a Dress Code

    Don't be a webcam zombie! Sure you're on Zoom, but that doesn't mean an old sweatshirt and uncombed hair are suitable. Click through to learn how to keep looking as good in a teleconference as you do in person.

    Saved on 06-07-2022 - Remove
  • Know How To File Interest and Dividends

    Do you have interests and dividends? Then you'll need to learn about Schedule B, which helps compute the income tax due on these. Click through for an introduction to the types of interest subject to federal income tax.

    Saved on 06-07-2022 - Remove
  • What Are the Rules on Hazard Pay?

    Since the arrival of COVID-19, whether employees should receive hazard pay has been much discussed. Are there rules or best practices? Click through to learn about hazard pay and whether you should provide it.

    Saved on 06-07-2022 - Remove
  • Disaster Relief Payments: A Simple Way To Help Employees

    There's an underrated benefit flying under the radar as the COVID-19 pandemic rages on — and it comes in the form of tax-free disaster relief payments. Click through for insight into this simple, tax-advantaged program.

    Saved on 06-07-2022 - Remove
  • Short-Term Investing Options

    In these confusing times, you may want to keep some money set aside and not make an immediate long-term commitment. Fortunately, you have a range of choices. Click through for unique ways to earn money in the short term.

    Saved on 06-07-2022 - Remove
  • Long-Term Care Insurance: The Pros and Cons

    The mathematics of long-term care insurance can be daunting. So should you protect yourself with a long-term care policy? The answers aren't always clear. Click through to learn the real deal on these plans.

    Saved on 06-07-2022 - Remove
  • Pensions and Taxes: Know the Score

    The traditional defined-benefit pension plan may not be as common as it was, but some individuals still have one, and they need to know the tax situation. Click through for an introduction to the complex world of pensions and taxes.

    Saved on 06-07-2022 - Remove
  • 5 Best Practices for Online Video Meetings

    Although many employers used videoconferencing before the pandemic, in recent months, its use has soared. Still, many users are confused about how best to use it. Click through for tips on hosting successful video meetings.

    Saved on 06-07-2022 - Remove
  • Reporting FFCRA-Qualified Leave on Form W-2

    Are you required by federal law to offer paid leave because of the coronavirus pandemic? If so, you must report the payments on the recipient's Form W-2 or in a separate statement. Click through for reporting details.

    Saved on 06-07-2022 - Remove
  • Estate Planning If You're Living Overseas

    Estate planning is complex enough, and when you're living overseas, that just makes it worse. Click through to learn about the myriad techniques that can mitigate the punitive effect of transfer taxes.

    Saved on 06-07-2022 - Remove
  • Business Interest Expense: The New Rules

    The IRS has issued final regulations about deductions for business interest expense under the TCJA. Click through to see how the agency tackles the definition of interest and learn about exceptions that may apply to you.

    Saved on 06-07-2022 - Remove
  • Managing Risk in Estate Planning

    "Risk" is both a mathematic and emotional concept, a gauge of the likelihood that your estate plan will achieve its goals. Click through for an introduction to this important but often misunderstood concept.

    Saved on 06-07-2022 - Remove
  • The Basics of FATCA and Form 8938

    Americans with certain foreign financial assets have special tax reporting responsibilities. It can be complicated to figure out whether you have to file, and how. Click through for an introduction to this confusing foreign tax issue.

    Saved on 06-07-2022 - Remove
  • Understanding the Pros and Cons of Franchises

    Owning and running a business through a franchise arrangement has become a popular way for many individuals to fulfill their dreams of being entrepreneurs. Click through to learn the basics of how franchises work.

    Saved on 06-07-2022 - Remove
  • How Are Trusts Taxed?

    Trusts are subject to taxation, but not in the same way businesses and individuals are. They have their own special rules, and both grantors and beneficiaries need to be aware of them. Click through for an introduction to trusts and taxation.

    Saved on 06-07-2022 - Remove
  • Don't Get Over Your Head in Investing

    Too many stories have appeared in the news about naive investors who lose their savings because of overreliance on tools that make Wall Street look safe and easy. Click through for some thoughts on being careful.

    Saved on 06-07-2022 - Remove
  • How To Retool: An Overview

    Recent months have forced decisions and adjustments on small businesses. Companies of all kinds are working through new ways of doing business. Click through for some examples and tips that may help you with your company.

    Saved on 06-07-2022 - Remove
  • 6 Tips for Handling Virtual Layoffs

    It's never pleasant when layoffs become a necessity, and now the pandemic has turned the process virtual. Conducting layoffs through online meetings is the new norm. Click through for six ways to navigate layoffs in the virtual sphere.

    Saved on 06-07-2022 - Remove
  • The SEP-IRA: Just Right for Small Businesses

    Traditional pensions plans and 401(k)'s may not be appropriate for small businesses and the self-employed. However, that doesn't mean there are no other options. Click through to learn about the powerful and adaptable SEP-IRA.

    Saved on 06-07-2022 - Remove
  • Filing Taxes for the Deceased

    Tax responsibilities don't end with death. Indeed, it's an important part of the executor's job to file the deceased person's state and federal final income tax returns for the year of death. Click through to address specific tax filing responsibilities.

    Saved on 06-07-2022 - Remove
  • The Spousal Lifetime Access Trust: A Near-Perfect Tool?

    The SLAT is not one of the better-known trusts, but it's hard to see why: some advisors have called it one of the smartest trust options available. Click through to see how this adaptable tool can help your family.

    Saved on 06-07-2022 - Remove
  • An Overview of Federal and State Overtime Exemption Laws

    Depending on where you do business, some of your employees may be subject to federal and state overtime exemption laws. Click through for a primer on the complex rules that govern overtime requirements.

    Saved on 06-07-2022 - Remove
  • What Is Imputed Income?

    Do you provide taxable fringe benefits to your employees? If so, the value of the item is considered imputed income. Click through to learn how laws about imputed income can affect your company.

    Saved on 06-07-2022 - Remove
  • 5 Steps for Building Customer Loyalty

    The pandemic changed the retail world, and these changes may be long-term. How can companies adapt and work with customers in new ways? Click through for key tips on building customer loyalty.

    Saved on 06-07-2022 - Remove
  • Can You Use a Credit Shelter Trust?

    A credit shelter trust, which is created after the death of one's spouse, may be able to help with estate taxes. If you have enough assets to make estate tax an issue, it may be right for you. Click through to see how CSTs help assets pass tax-free to your heirs.

    Saved on 06-07-2022 - Remove
  • Metrics for Determining Financial Wellness Program Success

    Although many employers offer financial wellness programs, only a minority actually measure their effectiveness. Click through to see why measuring your financial wellness program is essential — and how to do it.

    Saved on 06-07-2022 - Remove
  • Steps to Business Profitability

    Profitability determines whether your business stays in business. That seems obvious, but it's more complicated than it seems. Click through to learn about the different ways to analyze profitability.

    Saved on 06-07-2022 - Remove
  • What Consumers Need to Know About HIPAA

    Keeping patient information private is the basic idea behind the Health Insurance Portability and Accountability Act (HIPAA), and the pandemic has once again highlighted this important rule. Click through to learn its privacy and security requirements.

    Saved on 06-07-2022 - Remove
  • What Do You Need To Save for Tax Time?

    Tax season is winding down for this year, but it's not too early to start planning for next year! Click through to find out how to reduce difficulties by saving information and keeping it at your fingertips.

    Saved on 06-07-2022 - Remove
  • Myths of the Estate Tax

    You may be worried about your heirs getting hit by the federal estate tax when you die. But are these worries justified? Click through for a look at how the often-misunderstood estate tax really works.

    Saved on 06-07-2022 - Remove
  • Learn About Property Tax Calculations

    So many homeowners pay property taxes, yet few give a lot of thought to how the local taxing authority figured out the amount. Click through to understand how the system works, so you can see if your assessment is accurate.

    Saved on 06-07-2022 - Remove
  • What Retirement Plans Must Report

    Once you offer retirement plans, you'll have reporting and disclosure requirements — reports and forms that the IRS and the Department of Labor want to receive. Click through to see how your obligations depend on the type of plan.

    Saved on 06-07-2022 - Remove
  • How Not To Look Bad On Zoom

    The word is out — the right lighting can make a big difference in how you look on your video calls. The good news is that you don't need to be a pro to look great! Click through for advice on lighting to make you feel better about those online meetings.

    Saved on 06-07-2022 - Remove
  • What Is GAAP?

    GAAP refers to a common set of accounting principles, standards and procedures issued by the Financial Accounting Standards Board. Click through to see how it can improve the way companies can communicate their financial position.

    Saved on 06-07-2022 - Remove
  • What Are the Basics of Home Insurance?

    Home insurance protects your home and possessions against damage or theft. Click through to learn how to decide which level of coverage is right for you.

    Saved on 06-07-2022 - Remove
  • New Hire Reporting: Are You In Compliance?

    You've added a new member to the team or rehired an employee. You've done the onboarding and made sure the employee will receive all the necessary training. But have you performed new hire reporting? Click through for details on this essential step.

    Saved on 04-16-2022 - Remove
  • Do You Have to File an Information Return?

    If you made or received a payment in a calendar year as a small business or self-employed individual, you most likely are required to file an information return to the IRS. Click through to learn what this means.

    Saved on 04-16-2022 - Remove
  • Freelancing? Know the Tax Rules

    Many people make their living in the gig economy, getting most or all of their income from freelance assignments. Click through for an introduction to the tax provisions that apply to these independent workers.

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  • Employee Overpayment Can Lead to Problems

    You've overpaid an employee, causing the company a financial loss. Now you need to recoup the money. But there are important tax implications and some rules you have to follow. Click through to make sure you do it right.

    Saved on 08-25-2021 - Remove
  • How to Deploy a SEP IRA at Your Company

    Even a small company can offer a retirement plan, and the SEP IRA may be just the ticket. Click through for a description of how this kind of plan can help you and your employees.

    Saved on 03-19-2020 - Remove
  • How to Improve Company Culture

    What makes the "culture" of a company can be hard to define, but it can make a big difference in the success of the company. Click through to learn how to improve the culture of your company.

    Saved on 03-19-2020 - Remove
  • Dress for Success: Is There Such a Thing?

    In today's casual world, can you really dress for success and encourage your staff to do so as well? Or is this a vestige of the past? Click through for some insights into office clothing in the modern world.

    Saved on 06-07-2022 - Remove
  • Reskilling and Upskilling: Employee Retention Tools

    The pandemic has made employees anxious about the future. However, helping employees gain new skills that are likely to be necessary in the post-COVID-19 landscape can make them not only more productive but also less anxious and likelier to stick with your company. Click through to read more about what company leaders can do to make their employees feel more secure.

    Saved on 10-05-2021 - 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 04-16-2022 - 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 04-16-2022 - 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 04-16-2022 - 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 04-16-2022 - 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 04-16-2022 - Remove
  • Cross-Border Tax Issues With Canada

    If you do business in Canada, you need to understand how the U.S./Canada Income Tax Treaty may affect your business. Click through to see how to capitalize on doing business with our largest and closest trading partner.

    Saved on 04-16-2022 - Remove
  • Working Philanthropy Into Your Estate Plan

    If you've been a philanthropist in life, you'll likely want to keep giving after death. Estate plans can provide the ability to do just that. Click through to learn about incorporating charitable gifts into your estate plan.

    Saved on 04-16-2022 - Remove
  • The Rise of Robo Trading

    Robo investing is a relatively new form of algorithmic trading. Click through to discover how it's providing new and easily accessible ways for individual investors to enter the stock market.

    Saved on 04-16-2022 - Remove
  • Is This Your Situation: Deciding Between a Compilation and a Review

    When examining the difference between a compilation and a review, it is important to ask a variety of subtle and complex questions. Click through to learn the difference and gain insight into the best option for your business.

    Saved on 04-16-2022 - Remove
  • It's Time to Organize Your Estate

    No matter what age you are, it's not too early or too late to get a handle on your estate, to make sure it passes smoothly to your spouse, children, and any charities. Click through to learn how to get started.

    Saved on 04-16-2022 - 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 04-16-2022 - 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 04-16-2022 - Remove
  • Hobby vs. Business: Where Do You Draw the Line?

    You buy and sell rare stamps: Is this a business or just a hobby? The answer can be complicated. Click through for an introduction to IRS guidance on the differences between a business and a hobby.

    Saved on 04-16-2022 - 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 04-16-2022 - Remove
  • A Shrewd Way to Give: The Donor-Advised Fund

    Think of DAFs as halfway between a private foundation and a simple bank account. They can be very useful systems for the philanthropically minded. Click through to learn what DAFs are, and how they work.

    Saved on 04-16-2022 - 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 04-16-2022 - 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 04-16-2022 - Remove
  • Fundamentals of Investing

    Investing is simply the process of acquiring assets that you hope will grow in value. It can be extremely complicated, but that doesn't mean you can't learn the basics. Click through for an introduction to investing fundamentals.

    Saved on 04-16-2022 - Remove
  • Fannie Mae/Freddie Mac Allow Non-FICO Score

    VantageScore is a newer alternative to the venerable FICO score. This may change the mortgage equation for many homebuyers. Click through to see how this may impact you when you're looking for a mortgage.

    Saved on 01-15-2022 - Remove
  • Is This Your Situation: The IRS Is Auditing You

    It's what all taxpayers fear — an army of IRS investigators examining every aspect of their finances. Do you need to be afraid? Click through for a discussion of what an audit really is, and what you may need to do.

    Saved on 04-16-2022 - Remove
  • Is This Your Situation: Figuring Out Contractor Tax Breaks

    Did you know that if you're a contractor, you may have some tax breaks coming your way? But you have to know what they are! Click through to learn how you can work with your accountant to get what's coming to you.

    Saved on 04-16-2022 - Remove
  • Recordkeeping Rules for Your Manufacturing Company

    Recordkeeping isn’t simple for any industry, but it is particularly crucial for your manufacturing company. Click through to learn more about how to properly follow recordkeeping rules, to better run your company and remain compliant with rules and regulations.

    Saved on 04-16-2022 - 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 04-16-2022 - 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 04-16-2022 - Remove
  • Know the Ins and Outs of Joint Tenancy

    It can be a great way to own property, helping owners avoid probate and spreading both risk and reward. But there are some pitfalls and it isn't for everyone. Click through for the key points of joint tenancy.

    Saved on 04-16-2022 - 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 04-16-2022 - Remove
  • Coronavirus and Business Interruption Insurance

    The coronavirus pandemic has upended businesses across the board. Many of those businesses hope their business interruption insurance will help mitigate their financial losses. Click here to delve into the complex world of business insurance.

    Saved on 11-16-2021 - Remove
  • What a Will Should NOT Do

    We are often urged, with good reason, to make a will to help put our lives in order. It’s a responsible and worthwhile thing to do — but not the only thing. Click through to learn when a will is not the best route.  

    Saved on 04-16-2022 - Remove
  • Capital Gains, Losses and Sale of Home

    The IRS has issued some important new guidance on capital gains and property basis, especially as the rules apply to homes. There's a chance here to save on taxes. Click through for an intro to this key guidance.

    Saved on 03-01-2022 - Remove
  • Medical and Dental Expenses: What Can You Deduct?

    Yes, the tax code gives you some deductions for medical and dental expenses, but the rules can get complicated. Click through for an intro to this key deduction, to help figure out where the IRS draws the line.

    Saved on 04-17-2022 - Remove
  • Is This Your Situation: You're Worried About Cyber Fraud

    If you're in the middle of buying or selling a home, you no doubt have a lot of online conversations with real estate agents and mortgage banks. Click through to learn how to keep these exchanges secure.

    Saved on 04-17-2022 - Remove
  • Do You Know How You Stack Up Against Your Competitors?

    Smart companies know that one of the keys to success is making sure you know how you compare with other companies. Fortunately, there is a way to see how you rate. Click through to learn about an easy way to access industry benchmarks.

    Saved on 04-17-2022 - Remove
  • Tax Items To Check as the Year Winds Up

    The fourth quarter is a good time to take stock of your tax situation and ask yourself the important questions: Do you need any adjustments to your withholding? What 2021 changes will affect you when you prepare your taxes? Click through for an end-of-year tax review.

    Saved on 04-17-2022 - Remove
  • Business Insurance Primer

    The most common insurance policy for small business is the Business Owner's Policy (BOP). What exactly does it include? Click through to learn how to combine coverage for property and liability insurance risks into one package.

    Saved on 04-17-2022 - Remove
  • Investing Success: Keeping an Eye on Taxes

    Investors generally focus on long-term returns, but taxation should be part of a comprehensive investing plan as well. Click through for an overview of how to incorporate tax efficiency into your investing decisions.

    Saved on 03-01-2022 - Remove
  • Business Tax and Bad Debt

    Do you have a client or customer who won't pay? Even when all attempts to collect a bad debt have failed, the IRS may give you a break at filing time. Click through to see how to take that bad debt off your taxes.

    Saved on 04-18-2022 - Remove
  • Is This Your Situation: Tracking Employee Time

    Make time tracking easy with these five ideas for keeping track of employee work. Click through for details on making what could be a tedious chore into a seamless process.

    Saved on 04-18-2022 - Remove
  • Moving and Mileage: Roundup of TCJA Changes

    The new year brings a suspension of moving expenses, but higher depreciation limits for cars, trucks and vans. Click through for IRS information on tax reform changes to expenses for moving, mileage and travel.

    Saved on 04-18-2022 - Remove
  • What to Take Out of Employees' Paychecks

    Employers are ultimately responsible for withholding taxes from their employees' wages. Therefore, it's important to understand which payroll taxes your employees should pay. Click through to discover the many different types of employee payroll taxes.

    Saved on 04-18-2022 - Remove
  • Passwords: Making Them Hard to Crack

    Consider all the passwords you use, in your personal and business lives. Passwords secure all the resources on your computer and phone -- your email and important online accounts. Click through to learn how to choose strong passwords.

    Saved on 04-18-2022 - 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 04-18-2022 - 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 04-18-2022 - Remove
  • What to Do with An Inherited Mortgage

    We may assume that when we inherit property, as from elderly parents, the mortgage is long paid off. But that's not always the case. Click through for advice on how to handle inherited property when it has a mortgage.

    Saved on 04-18-2022 - 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 04-18-2022 - 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 04-18-2022 - Remove
  • Can You Still Deduct Meal Expenses?

    Tax reform passed at the end of 2017 made some important changes regarding the deductibility of meals. Some time-honored deductions are gone. Click through to see what's changed and what hasn't.

    Saved on 04-18-2022 - Remove
  • How to Work With OSHA After an Accident

    During the normal course of business, an employee may get sick or hurt -- at which point, you may need to complete OSHA Form 300. Click through for frequently asked questions about this form.

    Saved on 04-18-2022 - 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 04-18-2022 - Remove
  • 529 Plans: What You Need to Know

    Time flies, and before you know it, your adorable toddler will be a gangly teenager heading off to college. How will you pay for it? Click through for some insights into 529 plans, which have some surprising features.

    Saved on 04-18-2022 - Remove
  • What to Know About Pensions and Taxes

    When you start a pension, you can choose to have federal and state taxes withheld from your monthly checks. Click through to see that if you withhold enough taxes, you won't owe money when you file your tax return.

    Saved on 04-18-2022 - 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 04-18-2022 - 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 04-18-2022 - Remove
  • Payroll Procedures for Commissioned Employees

    Paying commissioned employees can be a complex endeavor because other elements — such as salary, hourly wages and overtime — may be involved. Click through for payroll best practices for commissioned workers.

    Saved on 04-18-2022 - Remove
  • Identity Theft: Stay Safe With Your Taxes

    Imagine being the victim of a tax-related identity theft, and then you find out that the perpetrator claims a fraudulent refund. Click through to learn how the IRS is battling this problem to keep you safe.

    Saved on 04-18-2022 - Remove
  • Living Wills -- and How to Use Them

    A living will is a legal document -- also called an advance health care directive -- that can make life immeasurably simpler for your loved ones. Click through for details on expressing how you'd like to be cared for if something happens to you.

    Saved on 04-18-2022 - 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 04-18-2022 - Remove
  • How to Launch a Business

    Are you planning to start your own business? You probably have a limited budget and need to watch every dime until you start turning a profit. Click through for some tips that can help you reach your goal.

    Saved on 04-18-2022 - 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 establishing payable-on-death accounts, why they might be right for you, and what the drawbacks are.

    Saved on 04-18-2022 - 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 04-18-2022 - Remove
  • Taking Care of Your Heirs

    You've worked hard and saved your money, but that wasn't an end in itself. It was to take care of your loved ones, perhaps even generations not yet born. Click through for some insights into leaving assets for your descendants.

    Saved on 04-18-2022 - Remove
  • Is This Your Situation: Trying to Figure Out Capital Gains

    It is likely that you have heard of "capital gains" and the associated tax implications, but do you understand how they may affect your taxable income? Click through for an introduction to this essential investing topic.

    Saved on 04-18-2022 - Remove
  • Is This Your Situation: Choosing a Form for Your Energy Business

    You can organize your energy business in different ways, and the distinctions among the various forms are both subtle and important. Click through for a quick introduction to the choices you have.

    Saved on 04-18-2022 - Remove
  • What Is the Marriage Penalty?

    The marriage penalty refers to fact that two people may pay more in taxes as a married couple than they would have as two single filers. Does this penalty really exist? Click through for details on how the Tax Cuts and Jobs Act affects couples and taxes.

    Saved on 04-18-2022 - Remove
  • Special Report: How to Manage Cash Flow

    Special Report: How to Manage Cash Flow

    Saved on 04-18-2022 - 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 04-18-2022 - 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 04-18-2022 - Remove
  • Which Employees Are Exempt From Tax Withholding?

    Most employees are subject to tax withholding. Those exempt from withholding are in the minority -- but you should still know who they are. Click through for a list of employees who are excluded from tax withholding -- and why.

    Saved on 04-18-2022 - Remove
  • The ADA: How Does It Affect Your Business?

    The Americans with Disabilities Act is widely discussed and cited, but many employers don't know exactly what their responsibilities are. Click through for an introduction to this important and far-reaching legislation.

    Saved on 04-18-2022 - 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 04-18-2022 - Remove
  • Do You Need a Spendthrift Trust?

    Experts can help you keep your money safe from creditors, but what about keeping it safe from the heirs themselves? Click through for an introduction to spendthrift trusts, a special estate planning tool for special situations.

    Saved on 04-18-2022 - Remove
  • Special Report: Small-Business Hiring and Tax Credits

    In today's economy, you'll likely be pressured to offer higher wages and more benefits in order to attract and retain employees. Fortunately, there are some great tax credits to help you. Click through to learn which ones might be applicable to your business.

    Saved on 04-18-2022 - 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 04-18-2022 - Remove
  • Employers: Know Your Tax Forms

    Employers must report their federal employment taxes to the IRS on the appropriate tax forms. It's important to know which forms apply to your business. Click through for a list of required forms.

    Saved on 04-18-2022 - Remove
  • 5 Things to Consider About Changing Payday

    Your current pay schedule isn't cutting it anymore, and you're leaning toward changing it. But the FLSA, state rules and other issues can complicate any decision. Click through for five things to consider before you make the switch.

    Saved on 04-18-2022 - 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 04-18-2022 - Remove
  • Avoid These Top Trust Problems

    You want to feel secure that any property placed in a trust is held according to its terms and for the benefit of the named party. Click through to avoid mistakes that can interfere and invalidate that simple transfer of property.

    Saved on 04-18-2022 - 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 04-18-2022 - Remove
  • Is This Your Situation: Worried That It's Too Early for Tax Planning

    Good tax planning is a year-round activity that requires knowing your options and keeping good records. Circumstances change. Even if you have used the standard deduction for the past several years, click through to learn why that may no longer be the right option for you.

    Saved on 04-18-2022 - 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 04-18-2022 - 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 04-18-2022 - Remove
  • The Finances and Taxes of Car Leasing

    A car is typically second only to a home as the biggest purchase you will ever make. And yet, many car owners don't take into account the financial implications. Click through for an analysis of leasing versus buying a car.

    Saved on 04-18-2022 - 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 04-18-2022 - Remove
  • Headcount Reporting: Why You Must Do It

    Headcount reports provide critical data on each of your employees, and they're essential for a variety of laws and regulations. Click through to see why headcount reporting is so important and how to perform the task.

    Saved on 04-18-2022 - Remove
  • Are You Leaving Money on the Table?

    The research and development tax credit is a powerful tool businesses can use to lower their taxes, yet many managers incorrectly assume they won't qualify. Click through to learn whether your business can take advantage of the tax code to save money.

    Saved on 04-18-2022 - Remove
  • 5 Tips for Grossing Up Severance Pay

    As a token of your appreciation to a separated employee, you may decide to pay for the taxes associated with his or her severance package. Click through for tips on this process, known as a "gross-up."

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  • What Is Head of Household Filing?

    The head of household tax filing status is one of the most advantageous to the tax filer, but you have to meet stringent requirements. Click through to learn the details on this oft-misunderstood filing status.

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  • Max Out Your Retirement Plan Contributions

    How much can you contribute to IRA and 401(k) plans? The answer is "it depends." Click through to understand retirement plan limits and the special "catch-up" provisions that can help older contributors.

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  • Charitable Gifts: Getting the Paperwork Right

    It seems simple: you make a donation to a qualified organization, and you may be able to take a tax deduction. But you could lose out if you don't handle the paperwork correctly. Click through for an intro to the rules on acknowledgments.

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  • Social Security: Note the Key Changes for 2020

    The Social Security Administration has released new numbers for those paying Social Security and those collecting it. Click through for the new maximum taxable earnings amount as well as COLA and other key adjustments.

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  • The 3 Points of Switching 401(k) Plan Providers

    Your 401(k) plan provider plays a major role in managing your fiduciary responsibilities. If your provider fails to meet your expectations, it may be time to seek a replacement. Click through for three considerations when making the switch.

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  • IRS Warnings About Payroll Scams

    Human resources and payroll departments lacking strong internal controls are vulnerable to cybercrimes. This is not just a tax-season problem. Click through for IRS warnings on HR and payroll tax scams even as the 2020 tax season is on the horizon.

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  • 3 Essential HR and Payroll Metrics To Track

    How is the health of your HR and payroll departments? Staying on top of the right metrics will give you a heads-up. The trick is knowing which metrics to track. Click through for three HR metrics to watch closely.

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  • Estate Planning for Those Under 40

    Estate planning is not a topic you should put off until you're ready to retire. The earlier you start, the better off your family will be if something unforeseen happens. Click through to learn why you're never too young for estate planning.

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  • What Is an HECM Reverse Mortgage?

    If you're looking for ways to supplement retirement income, you may want to consider a home equity conversion mortgage or HECM. Click through for specifics of this special kind of reverse mortgage.

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  • IRS Publishes Final and Proposed Regs on 100% Depreciation

    The TCJA may have been passed nearly two years ago, but the IRS is still making regulatory changes to address its provisions. Click through for the latest information on the 100% additional first year depreciation deduction.

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  • How to Get a Business Loan

    If you have a business and want it to grow, there's a good chance you'll need some financing. What are the next steps? How do you decide what you need? Click through to learn how to get the financing you need.

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  • Tax Deductions: What's New?

    Tax law changes in the Tax Cuts and Jobs Act affect itemized deductions because the standard deduction was nearly doubled for most taxpayers. Click through to see if you should consider itemizing anyway.

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  • Bonus Calculations and FLSA Rules

    Bonuses can be a great way to reward top employees. However, businesses need to know that there are different kinds, with key distinctions managers should be well-versed in. Click through to make sure you don't violate FLSA rules.

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  • How to Decode Box 1 of Form W-2

    Form W-2 has many boxes, but Box 1 typically gets the most attention because it reflects the employee's total annual taxable wages. It can be surprisingly complicated. Click through for a primer on this box to make sure you're doing it right.

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  • 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.

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  • Productivity Tools for Small Businesses

    Have you wondered about implementing programs that may make you and your employees more productive, but didn't know how to get started? Click through for an introduction to productivity tools that can help businesses of all sizes.

    Saved on 04-18-2022 - Remove
  • How Do REITs Work?

    Real estate investment trusts (REITs) may be a good option to add to your portfolio. The return rates and tax status make them attractive in many situations. Click through for more details on what they are and how they work.

    Saved on 04-18-2022 - Remove
  • The Myth of the 20% Down Payment

    Conventional wisdom holds that you should put down 20% to buy a house. But this is not always necessary, or even wise. Click through to learn there's a much bigger story -- and that you need to educate yourself before writing a check.

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  • Just What Is an Information Return?

    Certain kinds of business payments trigger the need for what are called "information returns." Just what are they and what are your responsibilities? Click through for a list of the kinds of transactions you have to report.

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  • IRS Clarifies Deductible Expenses

    The Internal Revenue Service has updated the rules to reflect changes resulting from the Tax Cuts and Jobs Act. Click through to zero in on changes involving deductible expenses, to make sure you're in compliance.

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  • Handling a 'Wrong Information' Form From the IRS

    Have you ever received a CP2000 notice? It's an alert from the IRS that data received from banks, employers or other third parties doesn't match your tax return. Click through to find out how to handle this notice.

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  • Qualities That Make Good Leaders

    Leaders can make the difference between success and failure at a company. Have you shown leadership? Have you hired good leaders? Click through to understand how a strong vision can help you lead.

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  • How Long Since You've Reviewed Your Estate Plan?

    An estate plan is not a one-time event. It's a living series of documents you must continue to address throughout your life. Click through for some guidance on what events may trigger a need for a change.

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  • How to Calculate Employees' Net Pay

    Figuring employees' net pay may seem obvious, but it can be quite tricky, as there are various rules and regulations that need to be considered. Click through for a primer on calculating your employees' take-home pay.

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  • What's the Story on Long-term Care Insurance?

    It's a complicated and controversial insurance product, and may not be for everyone. However, it's a good idea to see if long-term care insurance may be essential for you. Click through for the basics on long-term care coverage.

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  • What To Know About Getting a Tax Refund

    Tax season is upon us, and all taxpayers are no doubt hoping for a refund. Unfortunately, there are a lot of myths about when and how you'll get your refund. Click through for the "straight dope" from the IRS.

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  • 5 Mandatory Registrations for Employers

    To legally become an employer, you must register your business with the federal and state governments. Click through for five types of registrations employers need to perform and what you have to do to stay compliant.

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  • 4 Tips for Planning for Your Post-Retirement Future

    As we age, the importance of financial planning becomes a greater priority. Many factors affect retirement planning, but four overarching issues are essential. Click through for an introduction to retirement planning.

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  • 5 Tech Trends for the Next Decade

    The past decade saw major advances in the use of technology, and the 2020s are likely to see even more. Click through to read about leading trends that are poised to have a significant impact on businesses.

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  • April 15 and June 15 Filing Dates Pushed Back to July 15

    Many individuals and businesses that owe the IRS money will be able to delay both filing and payments for 90 days — without interest or penalties. Click through to uncover the details of this due-date postponement to July 15.

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  • Families First Coronavirus Response Act: Leaves and More

    The president has signed the Families First Coronavirus Response Act (H.R. 6201) into law. It's the first of what are expected to be other federal actions. Click through for a quick look at the major provisions.

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  • Franchise Versus Start-Up: Which Is Best for You?

    If you are thinking of going into business for yourself, you have more than just one option. Wise entrepreneurs think through all of the options in advance. Click through for some insight into two of the most common models.

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  • Getting the Most Out of Being Online

    Now that we're all stuck in our homes for the duration of the pandemic, we may find ourselves missing human company. Click through for some suggestions about various apps that can be the next best thing.

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  • Coronavirus: The Business Management Angle

    The coronavirus is a health crisis, but it has also become a business issue as well. Managers need to know what their responsibilities are regarding their employees. Click through for some essential workplace guidance.

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  • The Coronavirus: Get the Latest Information

    Whether you're listening to the radio, watching TV or scrolling through websites, there is no lack of information on COVID-19. But what is really helpful? Click through for the latest authoritative government information.

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  • Using Zoom Meetings for Sales Calls

    Sales reps like getting on the road to personally connect with their customers. But in the age of the virtual meeting, that may not always be possible. Click through for tips on reaching out with Zoom.

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  • Rules and Guidance for Companies With Employees at Home

    Remote working comes with a whole new set of management challenges. However, you can rise to the occasion with the right information. Click through for some tips on avoiding the major remote management pitfalls.

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  • Pandemic Planning: Supply Chain and Cash Flow

    It may be years before we realize the extent of the business changes wrought by COVID-19 and the associated market crises. But it's not too early to figure out how to manage them. Click through for key crisis-management strategies.

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  • How to Handle COVID-19-Related Layoffs

    It's a double hit: The new coronavirus has led to the enforced shuttering of many businesses, and the resulting market plummet has led to major retrenchment elsewhere. Click through for some help in managing layoffs at your company in these extraordinary times.

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  • CARES Act Adds Flexibility to Net Operating Losses

    The Internal Revenue Service has issued guidance providing tax relief under the CARES Act for taxpayers with net operating losses. Click through to take advantage of a six-month extension to file on carrybacks.

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  • Just How Much Is Jewelry Worth?

    How do you divide the jewelry portion of an estate? It's a hard question, as jewelry has sentimental as well as intrinsic value. Click through to get a start in navigating the variables in appraising heirlooms.

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  • Wage-and-Hour Rules During the Pandemic

    Pandemics often cause major economic disruptions, leading many businesses to fully or partially close. Regardless of the upheaval, employers must abide by wage-and-hour laws. Click through for wage-and-hour rules to consider during pandemics.

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  • Is This the Right Time to Build an E-Commerce Business?

    The idea of launching a new business in the midst of the COVID-19 pandemic may seem like a radical thing to do. In the long run, however, it may help to keep your business viable well into the future. Click through for some compelling advice.

    Saved on 04-18-2022 - Remove
  • Is This Your Situation: Concerned About Funding Your Child’s Higher Education

    Your children are growing up faster than you can keep up. One day they’re playing in the sandbox, and the next they're heading off to college. Click through for details about saving for your child’s education today.

    Saved on 04-18-2022 - Remove
  • Personal Bankruptcy: Making Hard Decisions

    At a certain point, someone's financial situation may become so dire that bankruptcy is the only option. But although the implications are serious and long lasting, it doesn't have to be the end of the world. Click through to learn how bankruptcy can lead to a fresh start.

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  • Congress Loosens PPP Loan Restrictions

    Although the Payroll Protection Program is popular, businesses had been complaining that some rules made the program difficult to use. Click through to learn about recent legislative changes that have made the PPP more flexible.

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  • How the Net Investment Tax Works

    The net investment tax hits high earners with significant investment income. Calculating it can be complex, and the rules are subtle. Click through to see how it works and whether it will take a bite out of your finances.

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  • Dollar-Cost Averaging: Great for Crisis Investing

    Even with a plunging market, there is a silver lining for any investor who has some money to put away in a retirement account like a 401(k). Click through to learn about the power of dollar-cost averaging and how it can work for you.

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  • Rethinking the Way We Communicate

    We may find that COVID-19 has accelerated the trend toward new ways to communicate and new styles of communication. Click through for insights into getting the most out of the many choices we are using now — and will continue to use going forward. 

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  • Tax Credits on Their Way Out

    A number of tax credits and incentives are set to expire at the end of 2020 — although it is possible some may be extended. Click through for a list of those that, at least for now, are set to expire in the near future.

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  • Payroll Tax Liabilities: Know the Details

    A paycheck can be more complicated than it seems at first. And whether you have one employee or 1,000, you need to know how payroll taxes work. Click through for a brief review, so you can grasp the basics.

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  • Reconstructing Records After a Disaster

    Often, the government grants special tax breaks after a disaster. But how can you prove you were affected? Click through for tips on reconstructing records and proving your eligibility, so you can get the relief you're entitled to.

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  • Small Businesses: Remain Tax-Aware During Pandemic

    It's been a tough year so far for small businesses, and the tax situation is even more complicated than usual. There's a lot to think about as you prepare your tax documents. Click through for a quick rundown of the key issues.

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  • How to Address Fraud in Your Business

    Sadly, there aren't many aspects of life, including a small business, where we don't have to worry about fraud at all. Click through to learn some ways you can prevent fraud in your company.

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  • Is This Your Situation: You Don't Have a Business Plan

    Developing and sharing a business plan can help you see whether you have a viable way to make money. Click through to discover why a solid business plan can mean the difference between success and failure.

    Saved on 04-18-2022 - Remove
  • 5 Tips for Remote Workers to Create Productive Workspaces

    If you recently have found yourself working from home, you’ll have noticed it’s quite different from working in the office. Click through to learn ways to create a productive workspace at home.

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  • 5 Flexible Work Arrangements That May Remain

    "Flexibility" has been the word of the season, as companies and employees invent new ways of working. Click through for an introduction to a range of flexible work arrangements — which may continue even after the pandemic is over.

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  • The State Unemployment Tax: Know the Story

    The State Unemployment Tax Act is an important and complicated law that affects virtually every employer, and there are variations from state to state. Click through for an introduction to key SUTA provisions.

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  • Now Is the Time To Revisit Your Estate Plan

    The COVID-19 pandemic has caused many changes in our personal and business lives — and upended the economy. For some, this makes it a good time to review their estate plan. Click through for a list of estate planning tasks you may want to address.

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  • Inheriting an IRA: How to Handle It

    IRAs are great tools for retirement planning, but are not necessarily well-suited for leaving money to heirs. Click through for an introduction to the complex rules and strategies surrounding an inherited IRA.

    Saved on 04-18-2022 - Remove
  • Tech-Savvy Ways to Search For Your Dream Home - From Home

    Looking for a new home? It's a little tough right now with the quarantine rules in place, but that doesn't mean you have no options. Click through for some tips on getting started with your house search from your current home.

    Saved on 04-18-2022 - Remove
  • Final Rule: Employers Can Truncate SSNs on Employees' Form W-2

    The federal government has taken many steps to combat identity theft. One of those measures is a recent final rule allowing employers to mask Social Security numbers on Form W-2. Click through to find out what this means.

    Saved on 04-18-2022 - Remove
  • Effective Communication in Difficult Times

    More than ever, in a rapidly changing business environment where telework is the new norm, effective communication is a skill every leader should have. Click through for three strategies to enhance communication at work.

    Saved on 04-18-2022 - Remove
  • Capital Gains and Schedule D

    When you sell a capital asset, the sale results in either a capital gain or capital loss. The government wants a full accounting, and the rules are complicated. Click through to learn what you have to report on Schedule D of Form 1040.

    Saved on 04-18-2022 - Remove
  • The Ultimate Work-at-Home Guide

    There's no single formula to learn how to work at home, and the practical and cultural issues in each company will make a difference. However, there are some generalities. Click through to learn how to become an efficient and happy online employee.

    Saved on 04-18-2022 - Remove
  • DOL Issues New Recommended FMLA Forms

    New guidelines streamline the forms and procedures for the Family and Medical Leave Act. The law hasn't changed, but new guidance modifies the application process. Click through for an introduction to the new FMLA process.

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  • Is This Your Situation: Wondering Whether You Need an Audit

    What's involved when a private company gets an audit? Click through for some important insights into this complex service.

    Saved on 04-18-2022 - Remove
  • Head of Household Filing: Who Is Eligible?

    When filing each year, taxpayers have to figure out what their filing status is. The head of household status is typically the most advantageous—is it right for you? Click through to find out the qualifications.

    Saved on 04-18-2022 - Remove
  • The Future of Notarization

    When it comes to signing financial and legal papers, you often have to go through the tedious process of finding a notary — and the pandemic has made that even more difficult. Click through to learn how notarization is changing.

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  • Payroll Tax Holiday and Unemployment Boost Are in Flux

    There's a lot of information flying around about where we are with additional pandemic relief, but only minimal official guidance. Click through for a summary of where we are and what may happen in the future.

    Saved on 04-18-2022 - Remove
  • Paid Sick and Family Leave: The Tax Rules

    More and more jurisdictions are mandating paid sick and family leave, and many companies offer it even if it's not required. But the tax rules can be complex. Click through to make sure you're in compliance when offering this popular benefit.

    Saved on 04-18-2022 - Remove
  • What Is D&O Insurance and Who Needs It?

    The pandemic has seen a sharp rise in D&O claims. Don't get caught unaware, and learn about your options. Click through to learn more about D&O insurance, who needs it and how it can protect you.

    Saved on 04-18-2022 - Remove
  • IRS: Tax Return Status

    Where is your federal tax return refund? It depends. The IRS hasn't updated its information since the beginning of December, but there is some info. Click through to see what, if anything, you can do to find out what's happening with your return.

    Saved on 04-18-2022 - Remove
  • What To Know About the Alternative Minimum Tax

    The dreaded AMT has been with us for a while, but that doesn't mean it hasn't changed over the years. Is it likely to affect you, and if so, how? Click through for a review of the AMT and what it may mean to you.

    Saved on 04-18-2022 - Remove
  • Will You Be Subject to a Penalty for Not Filing Your 2020 Estimated Taxes?

    2020 was a hard year. But taxes for that crazy year still will be due on April 15, 2021, and if you underestimated the amount of tax you owe, you may be subject to a hefty penalty. Click through to find out whether you could be delinquent.

    Saved on 04-18-2022 - Remove
  • General Overview of Business Deductions

    Business expenses are the cost of carrying on a trade or business, and there may be some tax breaks there. But a lot has changed in recent months, and the rules can be complicated. Click through for an overview of business tax deductions.

    Saved on 04-18-2022 - Remove
  • Are Your Employees Cross-Trained?

    The COVID-19 pandemic has wreaked havoc with staffing at companies of all sizes. Can you prepare for any new disasters that lead to major layoffs? Click through for some thoughts on cross-training, which can ensure all tasks are covered.

    Saved on 04-18-2022 - Remove
  • Estate Plan Building Blocks

    You hear a lot of talk about having an estate plan, but what is it all about? What are the pieces in a plan—is it more than just a will? Click through for an overview of an estate plan, to help you understand why everyone needs one.

    Saved on 04-18-2022 - Remove
  • Business Coaching for a New World

    Business owners are trying to thrive in a world that is very different from the way it was a year ago. Coaches may be able to observe and guide you to success. Click through to learn how to use this time-honored, and newly relevant, technique to up your game.

    Saved on 04-18-2022 - Remove
  • The 6 Essential Payroll Tax Forms

    Whether you have 10 employees or 1,000, payroll tax forms are a part of your life, so make sure you understand the basics. Click through for an introduction to the most important tax forms, and a summary of how they're used.

    Saved on 04-18-2022 - Remove
  • Stay Healthy on Office Return

    What will returning to the physical office mean for businesses and their employees? It's going to be a group effort, with both management and rank-and-file employees working together. Click through to learn how everyone can create a safe environment.

    Saved on 04-18-2022 - Remove
  • What To Know About S-Corp Returns

    S-Corps are a special kind of business entity, and they have their own special tax rules, which can get complicated. Are you making sure you're following all the filing rules? Click through for an intro to the complex world of S-Corp taxation.

    Saved on 04-18-2022 - Remove
  • Can Employers Mandate Vaccinations?

    Vaccinations may be the key to jump-starting the economy, but not everyone is convinced. What can a company do if employees refuse to get vaccinated? Click through for an introduction to this thorny legal issue.

    Saved on 04-18-2022 - Remove
  • IRS Clarifies Issues Around CP59 Notices

    The IRS erroneously sent CP59 notices to many taxpayers, due to confusion about the filing of 2019 returns. The agency has now issued a clarifying statement. Click through for a full explanation.

    Saved on 04-18-2022 - Remove
  • B2B Business: Changed Forever?

    Trends are beginning to emerge in the wake of the pandemic. A recent McKinsey survey showed that B2B businesses are never going back to the way they were. But businesses can respond. Click through to see how your business might fit into the new pattern.

    Saved on 04-18-2022 - Remove
  • IRS Turbocharges the Employee Retention Tax Credit

    Last year the government created an employee retention tax credit to keep employees on their payroll. Recent tweaks have made it even more attractive. Click through to see if it's something your business should take advantage of.

    Saved on 04-18-2022 - Remove
  • By the Numbers: The Key Adjustments for 2021

    As the year winds down, the government changes a variety of numbers affecting tax and other financials. How do these changes affect you or the companies you manage? Click through for a review of the 2021 changes.

    Saved on 04-18-2022 - Remove
  • Small Businesses and the ADA

    A pioneering civil rights law, the Americans with Disabilities Act affects businesses of all sizes. But small businesses may not realize all the requirements. Click through for a quick review of the act's key provisions.

    Saved on 04-18-2022 - Remove
  • New: Special PPP Loan Provisions for Small Businesses

    On Feb. 22, the White House published some changes to the PPP program that makes it more accessible to small businesses. Click through for details on the special application process and modifications on various restrictions.

    Saved on 04-18-2022 - Remove
  • Employment Records Retention: What Are the Federal Laws?

    Keeping employment records is not only good business practice but also legally required. The rules are specific and can get complicated. Click through for federal laws mandating employment records retention.

    Saved on 04-18-2022 - Remove
  • IRS Issues Warning on Fraudulent Unemployment Forms

    Many taxpayers are receiving Form 1099-G this year, which government agencies use to report unemployment income. But this form could be fraudulent! Click through for IRS guidance on how to protect yourself.

    Saved on 04-18-2022 - Remove
  • Leave-Sharing Programs: What You Need To Know

    These are difficult times, and to work effectively, companies must consider new programs, such as altruistic leave-sharing arrangements. Click through for insight into these programs and how to avoid legal pitfalls.

    Saved on 04-18-2022 - Remove
  • Foreign Earned Income: The Tax Situation

    If you are a U.S. citizen or a resident alien living in a foreign country, you're still subject to the same U.S. income tax laws that you would be if you lived in the United States. Click through for an introduction to the tax situation.

    Saved on 04-18-2022 - Remove
  • What's in the New 2021 Stimulus Bill?

    The American Rescue Plan Act has been much tweaked and much debated. But what's actually in it and who benefits from it? Click through for a summary of the main provisions of this landmark 600-page bill.

    Saved on 04-18-2022 - Remove
  • Cash Balance Plans: Defined-Benefit with a Twist

    A cash balance plan is a twist on a traditional pension with some special provisions that can make it an attractive option for both companies and employees. Click through to learn how it works and how it can be a win-win choice.

    Saved on 04-18-2022 - Remove
  • ERISA: Your Retirement Rights

    The term "ERISA" gets thrown around a lot, but what does it actually mean? How does it affect your retirement situation? Click through for an introduction to this important law, and a description of what it means for you.

    Saved on 04-18-2022 - Remove
  • Federal Tax Date Postponed to May 17

    The IRS has announced that the federal income tax filing due date, as well as any payments, for individuals for the 2020 tax year will be automatically extended to May 17. Click through to learn how this will work.

    Saved on 04-18-2022 - Remove
  • 6 Tips for New Entrepreneurs

    As new entrepreneurs start their businesses, they need to understand the special financial concerns of a startup. Click here to read more.

    Saved on 04-18-2022 - Remove
  • Tax Rules for Handling Large Cash Payments

    Did you know that there’s a special procedure for reporting large cash payments to the IRS? If you or your business received more than $10,000 in cash last year, you have some forms to fill out. Click through to learn why and how you need to report the payment.

    Saved on 04-18-2022 - Remove
  • IRS Provides Additional Guidance on Food Deduction

    Earlier in 2021, legislation gave a boost to businesses by raising the 50% deduction to 100%. But what is included, or excluded, under the new rules? Click through to make sure you understand the details before claiming the deduction.

    Saved on 04-18-2022 - Remove
  • What to Know About the Restaurant Revitalization Fund

    The American Rescue Plan Act established the Restaurant Revitalization Fund to provide funding to help pandemic-affected restaurants. Click through to see if your business is eligible, and how to take advantage.

    Saved on 04-18-2022 - Remove
  • What To Know About Pricing Strategies

    It can be one of the hardest aspects of starting and running a business: deciding how much to charge. You want to be competitive, but you also need to show a profit. Click through to learn how to think strategically about pricing.

    Saved on 04-18-2022 - Remove
  • How To Create a Year-Round Tax Plan for Businesses

    Tax planning should take place year-round to allow you to take advantage of money-saving strategies. Click through to learn how to keep an eye on the future and ensure regulatory compliance.

    Saved on 04-18-2022 - Remove
  • Tips and Taxes

    If you work for tips, the income is still taxable, but the tax rules can be complex. Fortunately, the IRS has some guidance. Click here to learn how to correctly report tip income.

    Saved on 04-18-2022 - Remove
  • Tax Treatment for Family Members Working in the Family Business

    When you include family members in your business operations, there are tax treatments and employment tax rules that need to be applied. Click through to learn the right way to hire a family member.

    Saved on 04-18-2022 - Remove
  • How To Deposit and Report Employment Taxes

    It may seem simple: You owe the government the taxes you withhold from your workers, and you write a check to the IRS. But it's a lot more complicated. Click through for the basics on remitting employment taxes.

    Saved on 04-18-2022 - Remove
  • The Advantages of an ABLE Account and Saver's Credit

    The tax code contains provisions to help people with disabilities and their families save and pay for disability-related expenses, but the rules are complex. Click through for an introduction to make sure you're getting what you're entitled to.

    Saved on 04-18-2022 - Remove
  • Exploding 6 Estate-Planning Myths

    Many people don't understand exactly what estate planning is and have misconceptions about what is involved. Click through to read about the confusion so common today so you can take the next steps on firm ground.

    Saved on 04-18-2022 - Remove
  • Digital Records and Privacy

    Your estate plan should address the management and distribution of digital assets, a situation that can quickly become complicated. Click through for an overview on how to make sure this oft-forgotten part of your legacy is protected.

    Saved on 04-18-2022 - Remove
  • Market Research: The Key to Business Decisions

    In business, it is crucial to obtain good data before making major decisions. Click through for some tips on how to employ market research to better identify marketing strategies.

    Saved on 04-18-2022 - Remove
  • Nonresident Aliens and Tax Returns

    Are you a nonresident alien engaged in a trade or business in the United States? There are some special tax rules for you. Click through to learn about what your responsibilities are and the basics of Form 1040-NR.

    Saved on 04-18-2022 - Remove
  • Is This Your Situation: Worried About Protecting Your Assets from the Nursing Home

    Nightmare stories abound when it comes to putting an aging parent or spouse in a nursing home. You may be worried about protecting your assets, and rightly so. Click through to learn how to avoid problems with care facilities.

    Saved on 04-18-2022 - Remove
  • It's Time To Check Your Withholding

    You may have been advised to check your tax withholdings at least once a year. But in 2021, considering all the pandemic-related changes, it’s a good idea to check more frequently. Click through for some IRS withholding advice to forestall any surprises at tax season.

    Saved on 04-18-2022 - Remove
  • What To Do When You Can't Pay Your Taxes

    Do you owe more to the IRS than you can pay right now? You may be able to take advantage of an installment plan. Click through to discover several online payment plans that the IRS has put forth and see whether you qualify.

    Saved on 04-18-2022 - Remove
  • New Laws Affect Retirement Plans

    The SECURE and CARES Acts made big changes to the IRS’s treatment of retirement plans. As with so many large bills, it's all about the details. Click through to learn how your retirement could be affected.

    Saved on 04-18-2022 - Remove
  • DOL Withdraws Independent Contractor Rule

    In January 2021, the Department of Labor issued a rule clarifying the standard for employees versus independent contractors under the Fair Labor Standards Act. It has now withdrawn the rule. Click through for a review of what this means.

    Saved on 04-18-2022 - Remove
  • Do You Need Flood Insurance?

    It's a common — but mistaken — assumption that a standard homeowners insurance policy covers damage from flooding. You typically have to buy it separately. Click through to learn whether you might need it and how best to get it.

    Saved on 04-18-2022 - Remove
  • 529 Plans: Know the Full Story

    529 savings plans can do more than just help you pay for college, and now is a good time to consider just how flexible they can be. Click through to take advantage of the myriad benefits of a 529 plan in a pandemic-affected economy.

    Saved on 04-18-2022 - Remove
  • How To Follow IRS Rules To Create a Nonprofit

    Are you thinking of forming a nonprofit? There are a lot of rules — both state and federal — that affect the structure and tax status. Click through for an introduction to nonprofit regulation to make sure you start on the right foot.

    Saved on 04-18-2022 - Remove
  • How To Offer Internships

    Internships provide real-life training to recent college graduates and workers transitioning to new careers. But there are rules: You can't simply use interns as underpaid workers. Click through for best practices and labor law requirements.

    Saved on 04-18-2022 - Remove
  • What to Know About Backup Withholding

    You may be subject to backup withholding if you fail to provide a correct Taxpayer Identification Number, or TIN, or don't report interest or dividends. Click through to learn the consequences.

    Saved on 04-18-2022 - Remove
  • Post Pandemic Dress Guidance

    Workplace style during the pandemic took a dramatic shift to casual attire. Was this a one-time change or was it permanent? Click through to see whether office dress codes will return to pre-pandemic button-downs and slacks.

    Saved on 04-18-2022 - Remove
  • What Are Filial Responsibility Laws?

    Filial responsibility laws are legal rules that hold adult children financially responsible for their parents' medical care when parents are unable to pay. Click through to learn how they can impact parents' long-term health care concerns.

    Saved on 04-18-2022 - Remove
  • What You Don't Know About Estate Planning

    Do you know what estate planning really is? Some people think it's only for the very wealthy, or that they don't have to worry about it until they're old—but those are misconceptions! Click through for the real facts on estate planning.

    Saved on 04-18-2022 - Remove
  • State and Local Tax Considerations for Remote Employees

    Until the pandemic, no one could have envisioned how profoundly remote employment would affect the workplace. The rise of the hybrid office has led to some thorny tax questions. Click through for some thoughts on how tax rules apply in a remote or hybrid environment.

    Saved on 04-18-2022 - Remove
  • Business Deductions: A Quick Review

    Business expenses are the cost of carrying on a trade or business. Sometimes, the IRS gives you a tax break for your expenses. Click through for an introduction to the complex world of business tax deductions.

    Saved on 04-18-2022 - Remove
  • Reverse Mortgage: Right for You?

    A reverse mortgage can be the perfect solution for seniors who want to stay in their homes, but there are some long-term drawbacks. Click through for a review of the pros and cons of this popular financial technique.

    Saved on 04-18-2022 - Remove
  • An Overview on Tax and Education Credits

    Tax credits can help offset the costs of higher education, but the rules can get complicated. Click through to learn how education credits can work in order to make sure you're taking full advantage of government programs.

    Saved on 04-18-2022 - Remove
  • What Makes a Successful Bonus Program?

    Bonuses are one of the best ways to motivate employees. But to actually work, a bonus program must be thoughtfully designed. Click through to learn about characteristics of an effective program.

    Saved on 04-18-2022 - Remove
  • Recordkeeping: The Key to Smooth Tax Transactions

    Generally, you should keep tax records for three years after you file a return, but there are times when you’ll need older files. Click through to learn how to be prepared.

    Saved on 04-18-2022 - Remove
  • The IRS Is Watching Out for Padding

    The IRS warns tax filers to avoid falsely inflating deductions or expenses on tax returns. This isn't a minor infraction that gets winked at. Click through to learn which areas the agency is zeroing in on.

    Saved on 04-18-2022 - Remove
  • Do You Have Operational Efficiency?

    When operational efficiency is healthy, your business can cut down on unnecessary costs while increasing revenue. Click through for some thoughts on how you can make your business more efficient.

    Saved on 04-18-2022 - Remove
  • Sick and Family Leave Reporting Guidance

    As 2022 approaches, employers will have to account for leave wages paid in 2021 under various federal initiatives. Fortunately, the IRS has published guidance on how to do this, but it's complicated. Click through for an overview of reporting requirements.

    Saved on 04-18-2022 - Remove
  • AI and Manufacturing: The Future Is Now

    For manufacturers, the future is now when it comes to adopting artificial intelligence. Manufacturing leaders already are adopting it, and those who do not are likely to be left behind in this new "revolution." Click here to read more.

    Saved on 04-18-2022 - Remove
  • Home Office Tech Tips

    Office-friendly tools for your workspace can help you enhance efficiency and decrease stress. Click through to learn what remote workers look for among new gear and apps.

    Saved on 04-18-2022 - Remove
  • Supply Chains and Logistics

    Availability, timing, shipping and seasonal availability — key factors that need to work together. Click through to see that accounting can help logistics, cut excess costs, and deliver products in a quick and cost-effective way.

    Saved on 04-18-2022 - Remove
  • IRS Reminds Taxpayers of Limited-Time Donation Rules

    Special rules allow limited charitable deductions even for taxpayers who don't itemize, and there are other donation changes for individuals and businesses. But these benefits run out soon! Click through to learn how to take advantage of them now.

    Saved on 04-18-2022 - Remove
  • Commercial Properties: What Comes Next?

    As a result of the COVID-19 pandemic, the value and potential for commercial real estate is unclear. Click through for some insights into what the future holds for this market and what you can do to prepare.

    Saved on 04-18-2022 - Remove
  • The Sharing Economy: Tax and More

    The sharing economy is based on peer-to-peer activity — acquiring, providing or sharing access to goods and services. Click through to see how it's facilitated by community-based online platforms.

    Saved on 04-18-2022 - Remove
  • EEOC Provides Updated Guidance on COVID-19 Vaccine Policies

    If you require or encourage your employees to get the COVID-19 vaccine, you should know about the EEOC's updated guidance. Click through to make sure your company stays safe and compliant.

    Saved on 04-18-2022 - 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 04-18-2022 - 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 04-18-2022 - Remove
  • What You Need to Know if You're an Executor

    Carrying out the last wishes of a friend or relation is a solemn duty. What exactly do you have to do? Click through to learn what it means to execute someone's last will and testament.

    Saved on 07-15-2022 - Remove
  • Business Deductions You May Not Know About

    Whether you own a business or work for one, you need every edge you can get. Why pay the IRS a dime more than you need to? Click through for some business-related deductions you may not have known about but can start using today.

    Saved on 07-15-2022 - Remove
  • Is an ESOP an Option for Your Company?

    An employee stock ownership plan is just that — a way to give employees a piece of the company. It can be a great deal for staff and management, but the setup and rules are complex. Click through to see if an ESOP is right for your business.

    Saved on 07-15-2022 - Remove
  • Special Video Report: Know the Rules for Giving Stock

    Giving stock is perfectly legal and can be part of an estate plan, as long as you know the rules. Click through for a video that explains the basics.

    Saved on 04-18-2022 - Remove
  • Help for Ponzi Scheme Victims

    Even sophisticated people can be the victims of Ponzi schemes that look rock-solid on the surface but are really frauds. But victims do have some recourse. Click through  to learn how to fight back.

    Saved on 04-20-2022 - Remove
  • Travel and Entertainment Costs: What Are the Rules?

    Yes, you get to deduct business-related travel and entertainment expenses, but as with so many tax provisions, the devil is in the details. Click through to learn how to properly deduct these expenses.

    Saved on 04-20-2022 - Remove
  • Last-Minute Retirement Savings Rush

    You haven't saved much for retirement and you're in your 50s. Is it too late? Not necessarily. Click through to learn what you can still do to save for your retirement.

    Saved on 04-20-2022 - Remove
  • What's the Tax Deal on IRAs?

    IRAs are tax-favored personal savings accounts that set aside money for retirement. Most people have heard of them, but not everyone knows the tax details. Click through to make sure you understand how the tax advantages work.

    Saved on 03-07-2022 - Remove
  • What Exactly Is a "Tax Year"?

    Tax years are based on annual accounting periods in which you keep records and report income and expenses. A tax year may not be a calendar year. Click through to discover the myriad annual accounting periods you may or may not adopt.

    Saved on 03-07-2022 - Remove
  • When Should You Take Your Company Public?

    Is the lure of taking your company public becoming irresistible? Maybe it's time, but there's a lot to think about first. Click through to read an introduction to this complex and risky step so you know what you're getting into.

    Saved on 05-02-2022 - Remove
  • When Is It Time To Refinance a Home?

    You can refinance a home to save money or make it easier to pay your monthly bills. But it can be tricky to figure out when a refi makes sense. Click through for details that will help you make the right financing decision.

    Saved on 05-02-2022 - 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 05-07-2022 - Remove
  • Great App: Figure Out How You Stand with the Rest of the Pack

    Are you one of the best? Or do you have some catching up to do? Now there's an easy way to compare yourself against competitors and industry benchmarks. Click through to get started in finding out where you stand.

    Saved on 05-08-2022 - Remove
  • How to Organize Vacation and Sick Time

    Vacation and sick time are among the most popular and common benefits you can offer your workers. But you do have a system for offering these days off? Click through to learn how to set up a fair and logical time-off system.

    Saved on 05-09-2022 - 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 05-10-2022 - Remove
  • New Pension Plan Limitations Announced

    The IRS is taking into account cost-of-living adjustments on pension plans and other retirement-related accounts for tax year 2021. Click through for some good news for many who want to put away a little more.

    Saved on 07-24-2022 - 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 05-12-2022 - Remove
  • Estate Planning: The PBS Way

    Whether it's from public television, your alma mater or a local charity, you may very well receive requests from organizations asking you to remember them in your will. Click through to find out exactly what this means.

    Saved on 05-12-2022 - 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 05-12-2022 - Remove
  • Make the Right Decisions on Retirement Plan Distributions

    We spend much of our lives putting money into retirement accounts like IRAs and 401(k)s, but when major life changes occur, we have to think about how that money comes out. Click through for some tips on doing this prudently.

    Saved on 05-12-2022 - Remove
  • How to Get Copies of Your Tax Returns

    Sometimes you need copies of old tax returns. Your best bet is to save them, but sometimes they disappear during a move, for example. But all is not lost. Click through to learn how to get copies of old returns.

    Saved on 05-12-2022 - Remove
  • Special Video Report: Avoiding Common Start-Up Problems

    Start-up businesses don't have a very high success rate, but that doesn't mean yours has to fail! If you start on the right foot, you can surprise all the naysayers. Click through for a video that outlines the hazards you face, and shows you how to avoid them.

    Saved on 05-12-2022 - Remove
  • Getting a Break From a Spouse's Tax Error

    If you sign a joint return, the IRS may be able to collect any outstanding tax relating to that return from you -- even if your spouse was the one who reported incorrectly. Click through to discover the ways you can escape paying your spouse's tax.

    Saved on 05-15-2022 - Remove
  • What Does ERISA Mean for Employers?

    The Employment Retirement Income Security Act, or ERISA, is an important consideration for employers. As an HR professional or company manager, you need to know at least the basics. Click through to learn more about this important topic.

    Saved on 05-17-2022 - 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 05-18-2022 - 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 05-18-2022 - Remove
  • How to Manage Overtime Under the New FLSA Rules

    LATE BREAKING NEWS: A November 22 ruling contains important changes to proposed rules on overtime regs.  Click through for the details on the rule that was to go into effect on December 1, and learn why that may not happen.

    Saved on 05-18-2022 - Remove
  • Know What's Up With the ACA

    It's one of the most discussed pieces of legislation passed in recent years, but many still don't know the basics of the Affordable Care Act. Click through for a review of the ACA's key provisions.

    Saved on 05-18-2022 - 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 05-18-2022 - Remove
  • Government Makes Tax-Related Inflation Adjustments

    We're just on the cusp of 2017, and it's already time to think ahead to 2018. Wise taxpayers will take these changes into account now, as part of their financial plans. Click through to see what may affect you.

    Saved on 07-13-2022 - Remove
  • Homesharing for Seniors

    Today there are many options for senior housing. Consider intergenerational co-housing villages for folks who want to live with all age groups. Click through to learn about balancing a desire for privacy with a need for companionship and support.

    Saved on 08-07-2022 - Remove
Kim & Lee
Kim & Lee, LLP
info@kimleecpas.com
2305 W. 190th St. Suite 100
Torrance, CA 90504
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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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