In The News > Publications > The Bottom Line

2009 Tax Planning Edition IN THIS ISSUE - 2009 Retirement Plan Required Minimum Distributions - We're Number Seven! - Reflections - Stimulus Act Provides A Variety of New Breaks - Should Your Financial Goals Go Global? - Business Entity Choice--Which One is Best? - IRA, Retirement Savings Rules for 2009 - Tax Tips - RBZers in the News! Summer 2009 IN THIS ISSUE - Understanding Debt Modification - International Tax Compliance - My Second Year as Managing Partner - Write It Down - Account Reconciliations - RBZers in the News! Spring 2009 IN THIS ISSUE - The Power of 5 - Capital Losses and Gains from Stock Transactions - Success and Personal Responsibility - Keeping My Desires Alive - RBZ Adopts New Measures to Protect Client Information - Asset Impairment - Stranger-Owned Life Insurance - RBZers in the News! 2008 Tax Planning Edition IN THIS ISSUE - Year-End Tax Planning - Don't Wait to Ask - Obvious? - The IDGT: A Useful Tool for Transferring Your Business to Your Heirs - New California Budget Trailer Bills - The New Form 990 - The Emergency Economic Stabilization Act of 2008 - Tax Tips - RBZers in the News! Summer 2008 IN THIS ISSUE - The Ins & Outs of Inherited Retirement Plans - How to Properly Deduct Travel Expenses - From the Managing Partner - The Gift that Keeps on Giving - Fair Value - Deferred Compensation: Are you in Compliance? - RBZers in the News! Spring 2008 IN THIS ISSUE - Forgiveness of Debt is Not All That Forgiving - Bulletproofing Your FLP - From the Managing Partner - Short vs. Long Term Benefit - Endowment Spending - Habitat for Humanity: A Reality Check - International Tax Issues: Don't Let the Taxman Be an After-Thought - RBZers in the News! 2007 Tax Planning Edition IN THIS ISSUE - Joint Purchases: How a Simple Estate Planning Tool Can Save a Lot of Taxes - Year-End Tax Planning - California Enterprise Zones Lower Your Cost of Doing Business - Comfort Zone - Tax: Going Green - Part 2 - Special Rules for Principal Residences Damaged by Presidentially Declared Disasters - RBZers in the News! Fall 2007 IN THIS ISSUE - Getting Off on the Right Foot - Have it My Way - From the Managing Partner - Heart - Elder Financial Abuse - Earn Money Tax Free - A Taxing Problem in Financial - Statements - RBZers in the News! Summer 2007 IN THIS ISSUE -Taking Advantage of Section 199 -Tax: Going Green - From the Managing Partner - Expectations - RBZers in the News ! Spring 2007 IN THIS ISSUE - My Eldercare Experience - SOX Has Made Its Way to All Audits - From the Managing Partner - Perseverance Can Create Success - RBZers in the News! Fall 2006 Tax Planning - From the Managing Partner - Getting to Know Me - Retirement Savings Made Permanent/Accelerated Thanks Partly to Pension Protection Act of 2006 - Minimizing the Impact of AMT - RBZ NAMED BEST OF THE BEST Summer 2006 The Deal - Outsourced CFO, Is It For You? - From The Managing Partner - 360 Degrees Of Financial Literacy - IRS Finally Concedes Defeat On Long-Distance Time-Only Phone Charges - RBZers In The News! Spring 2006 Family Meetings Can Teach Children - to Properly Manage Wealth - Tone at the Top: Corporate Governance - At the Entity Level - From the Managing Partner - Internal Revenue Service Changes to Form 990 - Am I in Politics? Winter 2006 From the Managing Partner Elder Care Planning - Reverse Mortgages Gain Momentum for Senior Homeowners - The Sociobiology of Grandmothers - Property Taxes - Bookstein & Son - Los Angeles Business Tax Update - RBZers In The News! Spring 2005 From the Managing Partner - Sarbanes-Oxley and Internal Controls: Taking a Look Under the Hood - Playing the Percentages: What Factors Increase the Risk of Audit? - Legislators Continue Focus on Nonprofit Reform - Adjusted Expectations - Partnership and Limited Liability Company Witholding - Supporting Accounting Education - Welcome RBZers In The News! Winter 2005 From the Managing Partner - Year-End Tax Planning Tips - Business Taxes - What You Can Expect - Is Taking the Risk of the Unknown Worth It? - Research and Development Expenses and Credits - Worth Investing RBZers After Hours - Clarification - RBZers In The News! Fall 2004 From the Managing Partner - The (Tax) Benefits of Parenting - Investing (In, For, With) Your Children - Adult Children Are Still Children - Teaching the Younger Generation the Value of Money - Children Tax FAQs - Suggested Money & Investment Lessons - Glenn Kaplan, CPA Joins RBZ Business Management, LLC as Director - RBZers In The News! Spring 2004 From the Managing Partner - Accounting Profession Reacts to Accounting Scandals - Could You Be a Victim of Fraud? - What's a Business Manager and Do You Need One? - How Much, How and When? - What, No More Concierge? - SFAS 150: It's Coming... - Tips from RBZ's Client Services Team - RBZers In The News! Winter 2004 From the Managing Partner - Year-End Tax Advice from the RBZ Tax Experts - Workers' Compensation - We Are All the Same - Who Are We? - Tips from RBZ's Client Services Team - RBZers In The News! Fall 2003 From the Managing Partner - Charitable Giving Delivers Genuine Tangible Benefits - Part II - Planning for a Child's Education - Sarbanes-Oxley: Not Just for Public Companies - Getting Hitched is Not Always Easy - Year-End Planning Tip - Bottom Line Bit - Welcome to RBZ - Tom Leaper - If Our Walls Could Talk - RBZ lost one of its own. - RBZ Softball - Return to the Finals - RBZers In The News! Spring 2003 From the Managing Partner - Charitable Giving Delivers Genuine Tangible Benefits to the Donor - Federal Legislative Update: President Bush's Proposed Tax Cuts - Computer Software & Development Costs - Getting Focused - Dear Client of RBZ, LLP - RBZers In The News! Winter 2003 From the Managing Partner - Real Estate - Individual Taxpayers - Nonprofit - Hospitality - Manufacturing and Distribution - California Changes - Legal Services - Our New Partner - RBZers In The News! Fall 2002 From the Managing Partner - Information Security: Seven Things You Need to Do...Now - Better Business Bureau (BBB) Issues New Standards for Charitable Solicitations - Is Your Company the Next Target for a Wage-Hour Lawsuit? - Who Said Life is Easy? - California Conformity - RBZers In The News! Spring 2002 From the Managing Partner - So You're Facing an IRS Audit. What Next? - About Nonprofits: Unemployment Costs: Do You Know Your Options - Older & Wiser? - Employee Leasing - The Job Creation & Worker Assistance Act of 2002 - RBZers In The News! Winter 2002 California Employers Face Additional Crisis �-� Big Tax Savings for Exporters (At Least for Now) �-� From the Managing Partner� -� Meeting the Performance Challenges of Law Firms �-� Being Aware �-� RBZers In The News!