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Posts (787) July 22, 2019 Why Do Companies Restate Financial Results? Lenders and investors count on the accuracy of your company’s financial statements, so a restatement may raise a red flag. But the reasons for restatements can range from the mundane to the serious. Read More July 23, 2019 How to Utilize Net Unrealized Appreciation in Your Tax and Investment Strategy Actively managing your tax liability year after year is a major factor in successful investing and should be a key wealth strategy for your entire portfolio of assets. When you receive a stock distribution from your employer, whether in the form of an employee stock purchase plan (ESPP) or non-qualified stock options (NQSOs), it’s important… Read More July 26, 2019 Participant Corner: Summer Homework For Participants This month’s employee memo gives participants “Summer Homework” encouraging them to do routine checks on their plan details to ensure that everything is in line. Read More July 25, 2019 Not Just for Seniors: When to Buy Life Insurance No one really loves to discuss life insurance except perhaps, well, insurance brokers. The subject alone inherently addresses end-of-life issues and final expenses head-on. Even most of the life insurance advertisements we see in digital media or on TV don’t depict happy, young people enjoying everyday activities—what we most often see are the middle-aged or… Read More July 26, 2019 Attention: Accounting Rules Delays in the Works Several major accounting rules have been updated in recent years. Some changes are taking a lot more time and effort than expected. So, the standard setters have agreed to propose some temporary relief. Would your organization qualify? Read More July 29, 2019 Let’s Find A Better Way To Manage Your Receivables Timely collections are key to effective working capital management. If your company is experiencing substantial delays and write-offs, it’s time to rethink your policies and procedures. Read More July 31, 2019 The “Nanny Tax” Must Be Paid For More Than Just Nannies In 2019, if you pay a household worker cash wages of $2,100, you must withhold and pay Social Security and Medicare taxes. Learn about this and other tax obligations for household workers. Read More August 2, 2019 Why Modern Portfolio Theory Is Relevant in Wealth Management It’s true: Modern Portfolio Theory was introduced 70 years ago and has been actively used in investment management ever since. But in a rapidly changing financial landscape, will MPT continue to have a place? Market historians and investors alike have observed how much financial markets have changed over a relatively short period of time. Quant… Read More August 5, 2019 Making Your Nonprofit’s Special Event Profitable If your nonprofit is planning a fundraiser, keep a laser focus on costs. Although you want your special event to be fun and memorable, the real purpose of the event is to raise money. Here’s how. Read More August 7, 2019 The “Kiddie Tax” Hurts Families More Than Ever If your child or grandchild has unearned income from dividends, interest and capital gains, beware of the “kiddie tax.” Your family may be hit even harder by the tax under current law. Read More August 12, 2019 Accountable Plans Save Taxes for Staffers and Their Nonprofit Employers Nobody likes to be taxed after shelling out money for a job-related expense. But that’s what happens when employees receive reimbursements from an organization without an accountable plan. Learn more. Read More August 14, 2019 The Tax Implications of Being a Jackpot Winner If you’re fortunate enough to hit a sizable jackpot in the lottery or while gambling, there are tax implications. Here’s a rundown of the basics. Read More Load more Page 39 of 82« First«...102030...3738394041...506070...»Last »
July 22, 2019 Why Do Companies Restate Financial Results? Lenders and investors count on the accuracy of your company’s financial statements, so a restatement may raise a red flag. But the reasons for restatements can range from the mundane to the serious. Read More
July 23, 2019 How to Utilize Net Unrealized Appreciation in Your Tax and Investment Strategy Actively managing your tax liability year after year is a major factor in successful investing and should be a key wealth strategy for your entire portfolio of assets. When you receive a stock distribution from your employer, whether in the form of an employee stock purchase plan (ESPP) or non-qualified stock options (NQSOs), it’s important… Read More
July 26, 2019 Participant Corner: Summer Homework For Participants This month’s employee memo gives participants “Summer Homework” encouraging them to do routine checks on their plan details to ensure that everything is in line. Read More
July 25, 2019 Not Just for Seniors: When to Buy Life Insurance No one really loves to discuss life insurance except perhaps, well, insurance brokers. The subject alone inherently addresses end-of-life issues and final expenses head-on. Even most of the life insurance advertisements we see in digital media or on TV don’t depict happy, young people enjoying everyday activities—what we most often see are the middle-aged or… Read More
July 26, 2019 Attention: Accounting Rules Delays in the Works Several major accounting rules have been updated in recent years. Some changes are taking a lot more time and effort than expected. So, the standard setters have agreed to propose some temporary relief. Would your organization qualify? Read More
July 29, 2019 Let’s Find A Better Way To Manage Your Receivables Timely collections are key to effective working capital management. If your company is experiencing substantial delays and write-offs, it’s time to rethink your policies and procedures. Read More
July 31, 2019 The “Nanny Tax” Must Be Paid For More Than Just Nannies In 2019, if you pay a household worker cash wages of $2,100, you must withhold and pay Social Security and Medicare taxes. Learn about this and other tax obligations for household workers. Read More
August 2, 2019 Why Modern Portfolio Theory Is Relevant in Wealth Management It’s true: Modern Portfolio Theory was introduced 70 years ago and has been actively used in investment management ever since. But in a rapidly changing financial landscape, will MPT continue to have a place? Market historians and investors alike have observed how much financial markets have changed over a relatively short period of time. Quant… Read More
August 5, 2019 Making Your Nonprofit’s Special Event Profitable If your nonprofit is planning a fundraiser, keep a laser focus on costs. Although you want your special event to be fun and memorable, the real purpose of the event is to raise money. Here’s how. Read More
August 7, 2019 The “Kiddie Tax” Hurts Families More Than Ever If your child or grandchild has unearned income from dividends, interest and capital gains, beware of the “kiddie tax.” Your family may be hit even harder by the tax under current law. Read More
August 12, 2019 Accountable Plans Save Taxes for Staffers and Their Nonprofit Employers Nobody likes to be taxed after shelling out money for a job-related expense. But that’s what happens when employees receive reimbursements from an organization without an accountable plan. Learn more. Read More
August 14, 2019 The Tax Implications of Being a Jackpot Winner If you’re fortunate enough to hit a sizable jackpot in the lottery or while gambling, there are tax implications. Here’s a rundown of the basics. Read More