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Tax & Wealth Advisor Newsletter for October 2017

Here are your Articles for October 10, 2017.
  Timely Opportunities
How to steer clear of tax issues related to shareholder loans
Owners occasionally borrow funds from their businesses. This article explains how to treat these transactions as bona fide loans and charge an "adequate" rate of interest. A sidebar lists important tax dates for fourth quarter 2017.


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  TWA article 2
Wills and living trusts: Estate planning imperatives
A well-crafted, up-to-date estate plan is an imperative for everyone. It can truly help ease the burdens on your family during a difficult time. This article looks at wills, living trusts and other important documents.


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  TWA article 3
Should you change your business - or transform it?
As its market and technological needs evolve, every company needs to change. At some point in the existence of many companies, the organization needs to go beyond change to transformation. This article examines the difference between the two concepts and how to go about transforming with care.


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  TWA article 4
3 strategies for handling estimated tax payments
Estimated tax payments are required by self-employed individuals and sometimes those with income from interest, rent or dividends. Mishandling these payments could trigger penalties. This brief article offers three strategies for getting it right.


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