Bob Richardson

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2021 LIFO Lookout

  • Inflation is alive & kicking
    • Federal reserve has raised its 2021 year end inflation forecast from 1.8% to 2.2%
    • Massive amounts of government stimulus & proposed infrastructure spending expected to create above-average inflation in many industries
    • Improved economic outlook & GDP growth expected to further accelerate price increases
    • Inflation increased substantially in the final months of 2020 & is continuing so far in 2021 in many other industries
    • Many of the raw commodities currently showing inflation will create ripple effect on intermediate & final demand goods, meaning a much wider range of goods are likely to have above average inflation for 2021 year end tax incentives
    • Soaring fuel prices will create upward pressure on almost all goods as rising delivery/transportation costs will be realized in all industries
  • LIFO’s here to stay
    • Widespread IFRS adoption has not come to fruition in the U.S. & is not likely to ever cause LIFO to be impermissible under GAAP
    • The misnomer that just-in-time accounting would eliminate inventories from the balance sheet has been widely debunked because:
    • Use of this method only eliminates one of the three stages of production for manufacturers (finished goods), meaning raw materials & WIP will always be on the balance sheet to maintain adequate supply to maintain production of WIP & FG
    • Wholesalers & retailers widely unaffected by this method since they must maintain a minimum base stock of inventory
    • Used by tens of thousands of companies who have consistent inflation & sufficient inventory balances as a tax incentive
  • Higher tax rates on the horizon
    • Current political environment suggests increased corporate tax rates for both C-corps & S-corps will be enacted by Congress
    • Increased tax rates make LIFO more valuable since after-tax cash savings from LIFO = tax rate * LIFO reserve
  • Possible relief for qualified inventory liquidations: Could provide relief to LIFO taxpayers who suffered COVID-19 related inventory reductions that subsequently created LIFO income i.e. increased taxable income

 

LIFO Tax Incentives

    • During periods of rising costs, LIFO transfers inflated ending inventory from balance sheet to income statement by increasing cost of goods sold & reducing ending inventory balance
    • Reduces taxable income in periods of inflation & can create material long-term after-tax cash savings
    • Benefits grow in perpetuity & only decreases when there’s deflation or substantial inventory liquidation
    • No changes required to accounting system as inventories maintained at same costs historically used & annual side calculation made to adjust inventories from cost (i.e. FIFO or average cost) to LIFO using contra inventory account called LIFO reserve
    • Related LIFO calculation effort can be easily managed or outsourced altogether using LIFOPro’s complete range of solutions

Reduces taxable income in periods of inflation & can create material long-term after-tax cash savings

  • Inventories maintained at same costs historically used & annual side calculation made to adjust inventories at cost (i.e. FIFO or average cost) to LIFO cost using contra inventory account called LIFO reserve
  • Benefits grow in perpetuity & only decreases when there’s deflation or substantial inventory liquidation
  • Quick LIFO tax incentives formula:
    • CY Taxable Income Reduction (LIFO expense) = Current Year Inflation Rate * Prior year ending inventory balance @ cost (i.e. FIFO, average cost)
    • CY After Tax Cash Savings = Current Year LIFO Expense * Tax Rate
  • LIFO tax savings example:
    • Inputs
      • Year end FIFO balance: $10M
      • Current year inflation rate: 2.5%
      • Tax rate: 30%
    • Outputs:
      • CY Taxable Income Reduction (LIFO expense): Year end FIFO balance * Current year inflation rate = $250K ($10M * 2.5%)
      • CY After Tax Cash Savings: LIFO Expense * tax rate = $75K ($250K * 30%)



Top LIFO Candidates

  • In general:
    • Almost any industry other than consumer electronics are good LIFO candidates stand to benefit from tax incentives from LIFO
    • Includes manufacturers, wholesalers & retailers
  • Top LIFO candidates by industry/primary business activity
    • Supermarkets & convenience stores
    • Dealerships
      • Auto dealers
      • Ag/farm machinery & equipment dealers
      • RV & powersport dealers
      • Construction machinery & equipment dealers
    • HVAC & plumbing equipment/supplies manufacturers, wholesalers & retailers
    • Alcohol manufacturers, wholesalers & retailers
    • Home supply, building supply & hardware stores
    • Furniture manufacturers, wholesalers & retailers
    • Plastic resins & product manufacturers, wholesalers & retailers
    • Chemicals manufacturers/wholesalers
    • Metal/metal products & machinery manufacturers/wholesalers
  • 2021 Top LIFO candidates
    • Metals & metal products
    • Lumber & wood products
    • Chemicals & allied products
    • Processed foods & feeds
    • Rubber & plastic products
LIFOPro's Good LIFO Candidates Page

Optimization Strategies for 2021

  • Tax savings maximization
    • Switching from internal to external indexes (IPIC CPI/PPI)
    • Expanding LIFO election scope for maximum tax incentives
    • Reducing the number of LIFO pools
  • Best LIFO practices
    • Correcting calculation errors, including:
    • Increment & decrement calculation errors
    • Cumulative index calculation errors
    • Switching from double extension to link chain
    • Switching from dual to single index method

Automation & Outsourcing Opportunities

  • Software
    • Replace manual spreadsheet LIFO calculations with software to eliminate calculation errors & guarantee accuracy
    • Simplify calculation procedures & reduce time spent on LIFO
    • Improve internal controls, reduce financial statement audit risk & substantive testing
    • Standardize LIFO policies & procedures to safeguard against employee turnover & simplify training procedures by leveraging software
  • Turnkey outsourcing solutions
    • Completely eliminate the hassle of calculations while growing & maintaining your LIFO tax savings
    • Minimize time spent on LIFO to sending year end inventory documentation, reviewing LIFOPro reports & completing journal entries
    • Improve internal controls, reduce financial statement audit risk & substantive testing
    • Comes with the assurance of a SOC 1 Type II report & 40 hours audit support

Key Takeaways for 2021

  • Companies not on LIFO:
    • Get a complimentary LIFO Election Benefit Analysis Report
      • Get the most accurate, in-depth LIFO cost vs. benefit analysis that’s only available from the LIFO experts
      • LIFOPro runs a 20 year pro forma LIFO calculation to:
      • Identify if your company’s product mix has historically provided sufficient inflation to warrant ever making a LIFO election
      • Quantify what the long-term benefits of LIFO could bring in the future based on the historical results
      • A current year LIFO Calculation estimate is also made to project the tax savings that could be achieved if LIFO were elected this year
      • Includes LIFOPro’s recommendations & proposed costs for outsourcing your LIFO calculation or licensing our software
  • Companies on LIFO:
    • Get a complimentary LIFO Calculation, Methods & Best Practices Review Report
      • LIFO calculation reviewed for accuracy using LIFOPro software to maximize tax incentives
      • Receive in-depth analysis & pro forma LIFO calculation comparisons of present vs. proposed methods from the only LIFO experts
      • Identify opportunities for maximizing tax deferral & reducing IRS audit risk
      • Recommendations, requirements & steps for making changes
      • Includes sample LIFOPro reports using your company’s actual LIFO data
      • Also includes software license & turnkey outsourcing solutions cost estimates
    • Trial the LIFOPro software
      • Plug & play using your company’s actual historical LIFO data
      • Run parallel manual calculations & automated calculations in software to compare the results
      • Quantify amount of time savings from automating calculation
      • Identify opportunities for improving reporting transparency & simplifying documentation

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