Entries by Julie Keyser

October 2017 Tax & Business Alert

HOW TO STEER CLEAR OF TAX ISSUES RELATED TO SHAREHOLDER LOANS Owners occasionally borrow funds from their businesses. This article explains the importance of treating these transactions as bona fide loans and charging an “adequate” rate of interest. It also provides a list of factors the IRS considers when evaluating corporate advances to shareholders.   […]

September Newsletter

September 2017 Tax & Business Alert DO YOU NEED THE PROTECTION OF A D&O INSURANCE POLICY? Anyone who serves as a director or officer of a company, or even sits on the board of a nonprofit, needs to consider that this could make their personal assets vulnerable. This article suggests one way to gain some […]

August 2017 Tax & Business Alert

SHOULD YOU CONVERT FROM A C CORPORATION TO AN S CORPORATION? Many private business owners elect to incorporate, turning their companies into C corporations. But, at some point, they may consider converting their businesses into S corporations. This article reviews some of the important considerations associated with this decision. A sidebar looks at the requirements […]

July 2017 Tax & Business Alert

WHY YOU SHOULD (OR SHOULDN’T) PURSUE AN ACQUISITION M&A activity tends to wax and wane. Nonetheless, billions of dollars continue to change hands annually, and an acquisition can be a great way to grow a business. So owners should be prepared if one of these deals comes their way. This article explores some pros and […]