Searching Content indexed under Finance and Banking by McLane Middleton, Professional Association ordered by Published Date Descending.
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Tax Exclusion For Sale Of Qualified Small Business Stock
The issuing corporation must be a C corporation for substantially all of the period during which you held the stock.
United States
26 Jul 2019
Planning For Departure Of A Business Co-Owner
When two or more individuals start a new business venture, often the last thing they think about, or want to think about, is the day when they will no longer own the business together.
United States
15 Jul 2019
How Do Donor Advised Funds Work?
Q: I normally donate $5,000 to charity every year, but this year my tax preparer suggested I create a donor-advised fund to maximize my tax deduction. What is a donor-advised fund and how does it work
United States
6 May 2019
Time To Zone In On Qualified Opportunity Funds
Buried in the 2017 tax bill is a tax deferral and basis boosting provision aimed at luring investors to fund real estate development projects and new businesses in distressed, low-income communities.
United States
10 Dec 2018
Can I Put Home In A Revocable Trust?
Q: Can I put my home in a revocable trust for estate planning purposes while my mortgage loan is still outstanding?
United States
5 Jun 2018
Data Security Threats Evolve: Are You And Your Business Evolving Too?
How much do you really worry much anymore about a breach of your credit card? If your card is lost or your number is stolen, a thief might make a purchase or two before the fraud is detected ...
United States
21 Dec 2017
Realtors, Lenders, And Marketing Services Agreements
Due to a shift in the interpretation and enforcement of the anti-kickback provisions of the RESPA, the residential real estate industry has chilled considerably on engaging in MSAs.
United States
10 May 2017
The Ongoing Monitoring Duty Of Fiduciaries - Supreme Court Rules Retirement Plans Must Have Vigorous Reviews Of Investment Decisions
On May 18, the U.S. Supreme Court ruled unanimously in Tibble v. Edison International that retirement plan fiduciaries have an ongoing duty to monitor plan investments.
United States
14 Jul 2015
Supreme Court Rules That Fiduciaries Have An Ongoing Duty To Monitor Retirement Plan Investments
Last month, the United States Supreme Court ruled unanimously in Tibble v. Edison International that retirement plan fiduciaries have an ongoing duty to monitor plan investments.
United States
23 Jun 2015
Elder, Estate Planning & Probate Law: Making Trusts Beneficiaries Of Qualified Retirement Accounts
Many clients contribute to qualified retirement accounts (e.g., IRAs, Section 401(k) plans and Section 403(b) plans) for income tax planning and retirement planning purposes.
United States
10 Apr 2015
Best Practices For Using Payroll Debit Cards With Your Workforce
Q: Frank owns a small manufacturing business with a facility in Manchester. Several of his employees do not have checking accounts and have complained that they have to use check cashing providers on pay day to actually receive their wages.
United States
3 Feb 2014
Raising Capital Under SEC Rule 506
I am a small business owner and I would like to raise some additional capital.
United States
17 Sep 2013
Ruling Puts Focus On Student Loan Discharge Issue
The recent decision in Liberty Bay Credit Union v. Belforte underscores the ongoing debate surrounding the exemption of student loans from discharge in bankruptcy as permitted by the U.S. Bankruptcy Code.
United States
9 Jan 2013
Crowdfunding Exemption To Allow Entrepreneurs To Reach A Large New Class Of Angel Investors: SEC Rulemaking Still Required
If you have ever thought about selling stock to raise funds for your small or midsize business, then you know that the federal and state securities laws can significantly reduce the utility of raising funds through an issuance of equity.
United States
14 Nov 2012
Mortgage Responsibilities When No Longer A Couple
My partner and I purchased a house together, but we are no longer a couple and I have moved out of the house.
United States
15 Oct 2012
The New "Jobs" Act: Easing Access To Capital For Smaller Business
On April 5, the President signed the Jumpstart Our Business Startups Act, known as the JOBS Act.
United States
30 May 2012
Staying SAFE And Out Of The SAFE Act
Although the ups and downs of the economic cycle and fluctuating real estate values are familiar to most of us, there is news every day to remind us that the current downturn is very different.
United States
23 Feb 2012
The Duties Of Corporate Directors: A Timely Reminder
In February, the Securities and Exchange Commission brought enforcement action (SEC v. Krantz, Chasin & Nadelman) against three outside directors of DHB Industries, Inc., a publicly traded manufacturer of military and law enforcement body armor.
United States
29 Nov 2011
Ride Through for Chapter 7 Debtors May End California Ruling Affirms Debtor's Liability After Bankruptcy
The U.S. Bankruptcy Code provides lenders with powerful tools for protecting their rights in secured property.
United States
1 Nov 2011
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