Newsletters

EDUCATE EMPLOYEES ON REQUIRED MINIMUM DISTRIBUTION RULES
Mon, Dec 4, 2017

The deadline for taking 2017 required minimum distributions (RMDs) is rapidly approaching: December 31, 2017. If you own a business and offer a 401(k) plan, it’s a good time to think about how you can make sure your older employees are aware of the RMD obligations, including how the rules differ for IRAs vs. 401(k) plans.


DAPTs OFFER A HOMEGROWN APPROACH TO ASSET PROTECTION
Mon, Dec 4, 2017

Your assets face many potential threats to their value, such as market volatility and inflation. Another threat, especially if you’re at high risk for lawsuits, is creditors. The most effective way to protect assets from such a threat may be to transfer them to children or other family members, either outright or in trust, with no strings attached. So long as the transfer isn’t fraudulent — that is, intended to delay or defraud known creditors — creditors won’t be able to touch the assets.


5 COMMON MISTAKES WHEN APPLYING FOR FINANCIAL AID
Mon, Dec 4, 2017

Given the astronomical cost of college, even well-off parents should consider applying for financial aid. A single misstep, however, can harm your child’s eligibility.


ENSURING YOUR YEAR-END DONATIONS ARE TAX DEDUCTIBLE
Mon, Dec 4, 2017

Many people make donations at the end of the year. To be deductible on your 2017 return, a charitable donation must be made by December 31, 2017. According to the IRS, a donation generally is “made” at the time of its “unconditional delivery.” But what does this mean?


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November's Topics:

Do you need the protection of a D&O insurance policy?
Beware the ongoing risk of employee misclassification
Understanding the differences between health care accounts
5 keys to disaster planning for individuals