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Tuesday, 17 June 2014

What is Duration, and Why Should I Pay Attention to it?

Written by Forefield

The Federal Reserve's actions over the next year could be important to bond markets, particularly if and when the Fed decides to increase its target interest rate. Since bond prices typically move in the opposite direction from yields, rising bond yields will translate into a decline in bond prices. If you have bonds or bond mutual funds in your portfolio, you might want to pay attention to the duration of each one. Technically, a bond or bond fund's duration calculates the length of time it will take to receive the full true value of the investment; duration takes into account the present value of expected future payments of interest and principal...

Published in Wealth Management
Tuesday, 17 June 2014

Top 10 Tax Breaks You'll Miss in 2014

Written by Forefield

You probably didn't notice, but when the clock struck midnight on December 31, 2013, a number of popular tax benefits, commonly included in the list of provisions referred to as "tax extenders" expired. While it's possible that Congress could retroactively extend some or all of these items, you'll have to evaluate your 2014 tax situation based on the fact that they're no longer available. 1. Qualified charitable distributions For the past few years, a qualified charitable distribution (QCD) of up to $100,000 could be made from an IRA directly to a qualified charity if you were age 70½ or older...

Published in Tax
Monday, 16 June 2014

Market Outlook - June 2014

Written by Frank Germack

Economic The World Bank has cut its 2014 growth estimates for the U.S. from 2.7 percent to 2...

Published in Wealth Management
Wednesday, 11 June 2014

IRS Clarifies Its Position on Contributing to Employee Health Coverage

Written by Thomson Reuters

Last year, the IRS spelled out how it would treat employer contributions to employees to help them buy coverage on their own. More recently, it reiterated its position in Q&A format. The question the IRS posed to itself: What are the consequences to the employer if the employer does not establish a health insurance plan for its own employees, but reimburses those employees for premiums they pay for health insurance (either through a qualified health plan in the marketplace or outside the marketplace)? Employer Payment Plans In answering its own question, the IRS characterized such arrangements as "employer payment plans...

Published in Healthcare
Tuesday, 10 June 2014

Great News for the Research & Experimentation Tax Credits

Written by Mike Powell

The Treasury Department issued new taxpayer-favorable regulations on June 2, 2014 that, starting immediately, allows taxpayers to amend prior year tax returns to claim the R&E Tax Credit (often referred to as the R&D Tax Credit) utilizing the Alternative Simplified Credit (ASC) if the taxpayer had not claimed the Research Credit on an originally filed return. Before these new regulations, taxpayers that amended their returns to claim the Research Credit were not allowed to use the ASC method and were required use the Regular Research Credit. For taxpayers not claiming the Credit in prior years, these favorable regulations can mean a significant savings. Why is allowing the ASC on amended returns taxpayer-friendly to companies?..

Published in Tax
Tuesday, 10 June 2014

Final Regulations Issued on 90-day Waiting Requirement

Written by Don McAnelly

The U.S. Departments of Labor, Treasury, and Health and Human Services have announced the publication of final regulations implementing a 90-day limit on waiting periods for health coverage. The final regulations require that no group health plan or group health insurance issuer impose a waiting period that exceeds 90 days after an employee is otherwise eligible for coverage...

Published in Healthcare

WASHINGTON, D.C.—The Justice Department today announced a multi-national effort to disrupt the GameOver Zeus botnet—a global network of infected victim computers used by cyber criminals to steal millions of dollars from businesses and consumers—and unsealed criminal charges in Pittsburgh, Pennsylvania, and Omaha, Nebraska, against an administrator of the botnet. In a separate action, U...

Monday, 09 June 2014

Update on the IRA 'One Rollover a Year' Rule

Written by Thomson Reuters

The U.S. Tax Court made a controversial ruling in January that contradicted an IRS publication designed to explain the law to taxpayers. In Bobrow, the court ruled that the one-rollover-per-year rule applies to all of taxpayer's individual retirement accounts (IRAs) in aggregate, rather than on an account-by-account basis...

Published in Tax
Monday, 09 June 2014

Securities Fraud: Former Hockey Team Owner Slips on Ice

Written by Thomson Reuters

In yet another high-profile securities fraud case, a former owner of the New York Islanders hockey team is being sentenced for his role in a scam, another warning that businesses and individual investors must maintain high levels of vigilance. Securities fraud often is considered synonymous with deceptive practices, where investors are compelled either to buy or sell stocks or other securities based on false or fraudulently obtained information. Many of these scams target novice investors, in particular seniors, who are the least able to afford to sustain losses. Other types of securities fraud include outright theft of money...

Wednesday, 04 June 2014

Congressional Committee Approves Bonus Depreciation Tax Cut

Written by Matt Grigsby

The U.S. House Ways and Means Committee recently voted on a write-off that would provide a $287 billion tax cut to capital-intensive industries. Companies in these industries may deduct more than half the cost of some investments immediately...

Published in Tax
Page 129 of 151

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