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Investment Advisor June 2007 David Juliano |
A Win-Win Retirement Plan Nonqualified benefit plans are great opportunities for executives who have maximized their qualified plan contributions. These benefit plans are also attractive recruiting and retention tools for employers. |
The Motley Fool January 20, 2010 |
Tax Tips for Small Businesses A few basic ways to stay on the IRS's good side. |
Financial Advisor March 2010 Ed Liptak |
Passing The Tax Buck Pass-through entities such as LLCs are growing in popularity. |
Inc. January 2009 |
How To: Choose the Right Legal Structure If you are starting a business, or you already run one but haven't thought strategically about its legal structure, you need to take this matter seriously. |
Financial Advisor April 2006 Eric L. Reiner |
Ins And Outs Of Restricted Stock Two varieties of restricted securities are flowering, aiding executives, business owners -- and now investors. Here's what financial advisors need to know about restricted stock units. |
Financial Planning October 1, 2010 Jones & Luscombe |
The Tax Forecast Washington watchers share their sense of what's ahead for your client's taxes - and your clients and your own. |
Commercial Investment Real Estate Jul/Aug 2003 John Mangham |
Partnerships Can Use These Methods to Protect 1031 Gains Property owners wishing to dispose of appreciated assets often use Internal Revenue Code Section 1031 exchanges to defer capital gains taxes. However, partnerships wishing to execute exchanges face unique challenges, particularly when individuals in the partnership have diverging investment goals or want to cash out. |
The Motley Fool June 29, 2006 Dan Caplinger |
Starting a Small Business: Limited Liability Companies Establishing your business as an LLC can solve both liability and tax issues. |
Entrepreneur November 2006 C.J. Prince |
Take Cover More and more closely held companies are getting cozy with the LLC, but is a limited liability company right for you? |
Inc. April 2009 |
Ask Inc.: Structuring Equity at an LLC The structure of an LLC makes it relatively easy to give new partners stakes. But sharing equity works a bit differently than it does in a corporation. |
Entrepreneur February 2005 Joan Szabo |
Here Comes Trouble The IRS scrutinizes the returns of entrepreneurs who may misclassify workers as independent contractors instead of employees. Here's how to avoid independent-contractor snags. |
The Motley Fool February 27, 2007 Mary Dalrymple |
Do You Owe Nanny Taxes? The IRS may consider you the employer of your household help. |
The Motley Fool September 8, 2006 Dan Caplinger |
Taxes and Your New Business: Part 2 You know what taxes to pay as a business owner. Now learn which ones you have to collect. |
Registered Rep. October 1, 2002 Roy M. Adams |
An Estate Planning Disaster Averted Family limited partnerships and limited liability companies are useful estate planning tools. The verdict in the Hackl case showed that the gift tax exclusion may not apply to gifts of partnership units or LLC interests if things are not structured carefully. |
Inc. March 2006 Amy Feldman |
Inc.'s Annual Spectaxular From new deductions for manufacturers to how to pay yourself, here are 10 ways to cut your tax bill -- without raising the suspicions of the IRS. |
Entrepreneur January 2004 Joan Szabo |
What's Your Type? Buying business real estate? The legal entity you choose could make a big difference in your tax bill. |
Financial Planning January 1, 2007 David Grau |
The Impact of Taxes When it comes to taxes, financial services practice succession isn't always well planned. What you don't know can hurt you, at the worst possible time. |
Financial Advisor December 2003 Eric L. Reiner |
Split-Dollar Regime Change 2004 Some split-dollar insurance arrangements require action by December 31. |
Entrepreneur June 2003 Nichole L. Torres |
It's Classified Are your hired help really contractors rather than employees? If you don't get it right, you could face steep penalties. |
Investment Advisor April 2009 |
New DOL Regs Department of Labor Employee Benefits Security Administration regulations proposed in the Federal Register on January 21, 2009. |
Commercial Investment Real Estate Jan/Feb 2009 Michael Rodgers & Brian Gannon |
Financing Fusion The lease-own hybrid model provides fuel for property transactions. |
Commercial Investment Real Estate Sep/Oct 2009 Gregory R. Wilson |
A Taxing Workout? Property owners should proceed with caution when seeking debt relief, as many strategies can result in the realization of taxable income. |
Financial Planning December 1, 2010 Martin Shenkman |
Tell Them Now Whatever the result in Congress as the estate planning environment evolves, planners should make a concerted effort to communicate with clients and help them assess planning. |
The Motley Fool February 7, 2005 Rich Duprey |
Retire the IRS Way? Regulation proposal will offer sweeping overhaul of 403(b) plans. Feb. 14 deadline for public comment nears. |
Job Journal June 26, 2005 |
No Small Feat If you are thinking about starting your own business, here are some questions you should ask yourself, a look at possible business structures, and some useful websites. |
Financial Advisor July 2012 David Lawrence |
Departing Employees Regardless of circumstances, you need a plan for handling transitions. |
Commercial Investment Real Estate Mar/Apr 2015 Mary Stark-Hood |
Real Estate Asset Protection Ownership of real estate has many benefits from an investment and tax standpoint. There is downside risk, however, since the value of real estate holdings may be significant and can be used to cover damages awarded in a lawsuit. |
Investment Advisor April 2006 Tere D'Amato |
The Tax Advisor: Solving the 419 Plan Puzzle The 419 welfare benefit plan is a tax planning technique currently experiencing an evolution. Knowing its history and what is different today will help you make better recommendations to your clients. |
PC Magazine May 7, 2009 Kathy Yakal |
Incorporation: The Web Can Help Setting up a small business as a corporation or an LLC can be a key step toward success, but doing it the right way is very important. The Web provides many resources. |
The Motley Fool January 30, 2007 Mary Dalrymple |
A Checkup on Your Benefits What could the president's new health insurance tax idea mean for you? |
Registered Rep. July 1, 2004 Daniels, Leibell & Prince |
Founder's Day Conundrum With good planning, a founder can move significant value out of his estate with little or no gift- or estate-tax cost. Here are five pre-IPO strategies financial advisors can employ to protect a company founder's future gains. |
The Motley Fool November 1, 2004 Dayana Yochim |
How to Shop on the Clock Doctors' bills? Disability insurance? Company stock? Put it on the boss's tab. |
Investment Advisor August 2007 Angela Herbers |
Dream Teams Successful advisory firms make room for solid performers as well as superstars. As a manager of human resources, firm owners need to understand that their personal definition of success is not going to be everyone's definition. |
The Motley Fool June 23, 2006 Dan Caplinger |
Retirement Planning for Small-Business Owners Business owners are uniquely placed to take advantage of some retirement-plan options that most employees don't get to choose from. |
Financial Planning September 1, 2009 Donald Jay Korn |
Calling All Angels Financial planners should take a long look at Section 1202 of the tax code and see if it can benefit their clients, be they angel investors or entrepreneurs. |
The Motley Fool September 14, 2006 Dan Caplinger |
The Definition of Independence For a small-business owner, hiring an employee is a big step. Ignoring the rules classifying employees can be a costly tax mistake for your business. |
The Motley Fool February 8, 2007 Dan Caplinger |
Make the Most of Stock Options: The Basics Stock options can give employees of successful companies a huge incentive to work hard toward building shareholder value. Options can be a valuable part of compensation, but you have to manage them well. |
Financial Planning June 1, 2005 Julian Block |
Don't Be Withholding Clients who are late remitting payroll taxes to the IRS can find themselves personally liable. |
Investment Advisor April 2007 Thomas D. Giachetti |
First, Hold On to Your Clients Before selling your investment advisory firm, make sure restrictive covenants are in place. |
The Motley Fool May 31, 2006 Dan Caplinger |
Estate Planning: Single and Getting Ahead Once you've gotten a good start, plan to stay ahead of the game. As you begin to build your assets, it becomes even more important to consider various estate-planning issues. |
Financial Planning October 2, 2007 Martin M. Shenkman |
Estate Planning: College Savings 201 For your high-net-worth clients, there are better college savings vehicles than the usual suspects. Here are some options. |
Entrepreneur May 2006 Jane Easter Bahls |
Fire Power Does your employee handbook give you enough authority? |
The Motley Fool August 27, 2010 Jeremy Phillips |
The One Thing You Must Know About General Electric Are General Electric CEO Jeffrey Immelt's interests aligned with shareholders? Here's how the General Electric CEO's ownership compares to that of other companies in the industry. |
The Motley Fool December 20, 2005 Dayana Yochim |
Shop on the Clock Why pay for things like doctors' bills, disability insurance, and baby-sitting if your boss is willing to pick up the tab? How to milk your employer for every last penny that is rightfully yours. |
The Motley Fool September 13, 2005 Nathan Parmelee |
SEC Dismisses Cisco's Option The SEC turns down Cisco's proposed market-based method of accounting for stock options. Investors, take note. |
Investment Advisor September 2010 Angela Herbers |
The Fast Track: The Six Most Common Problems with Employees Owner advisors, read this column, then give it to your employees. |
National Defense July 2015 Terry L. Elling |
How to Recruit Government Workers For many government contractors, current and former government employees -- including military service members -- comprise an experienced and valued source of talent. |
Financial Planning September 1, 2009 Chanie Schwartz |
Pink-Slip Blues A look at the financial issues that arise upon becoming unemployed, like insurance, stock options, and retirement plans, and the advice a financial advisor should provide. |
AFP eWire August 25, 2004 |
IRS to Crack Down on Section 527 Organizations Section 527 political groups, which have become very controversial during the current Presidential campaign, will now have to be more accountable to the Internal Revenue Service. Charities have not been unaffected by the controversies |
The Motley Fool August 27, 2010 Jeremy Phillips |
The One Thing You Must Know About Verizon Communications Verizon Communications' revenue per employee isn't just rising -- it's better than its combined peer group. |