April / May

Showing 385–400 of 425 results

  • CI can keep you ahead of the competition

    April / May 2009
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 312

    Abstract: Resorting to corporate espionage isn’t necessary for you to win the advantage over your competition. What you do need is competitive intelligence (CI). CI is the process of legally and ethically gathering and analyzing information on your competitors so you can better anticipate market trends, analyze industry developments and compare business practices.

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  • EESA provides businesses with 2009 tax-saving opportunities

    April / May 2009
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 742

    Abstract: While business owners may be focusing on the latest stimulus legislation and other potential tax law changes that may pass in 2009, it’s important not to forget about tax breaks signed into law last year. This article reviews some key provisions offered by the Emergency Economic Stabilization Act (EESA) of 2008 that may provide you some tax-saving opportunities.

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  • Decisions, decisions – How should you handle the uncertain estate tax?

    April / May 2009
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 628

    Abstract: The federal estate tax is, as of this writing, scheduled to be repealed next year. But it’s unlikely estate taxes will really go away. Whatever happens, now is a good time to consider how estate tax law changes could affect your estate plan.

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  • Keep on course with college savings

    April / May 2009
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 711

    Abstract: With the market upheaval and tight credit affecting savings plans and restricting loans, you may be concerned about how you’ll fund your children’s or grandchildren’s college education. But don’t let those worries cause you to stray off the path. A 529 plan can still help you build a college fund and save taxes, too. This article discusses the benefits of setting aside funds to pay for qualified higher education costs.

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  • Weathering the economy – Improve your collections to help secure cash flow

    April / May 2009
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 718

    Abstract: In a stormy economy, it can be difficult to collect receivables from clients who are experiencing cash flow problems. This can, in turn, threaten your ability to access working capital, reinvest in the company and pay your own bills. This article offers tips on how you can improve your collection process, so you can maintain a steady stream of cash even during harsh economic times. A sidebar discusses why it’s critical to assess the financial backgrounds of potential clients to make sure you don’t bring collection hassles into your business.

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  • Practical Perspectives: Key financial issues for you and your family – Life insurance leads way to charitable contribution

    April / May 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 609

    Abstract: In this issue’s “Practical Perspectives,” we meet Tanya, a recent divorcee who’s looking for ways to renew her life. One of her goals is to give more back to her local community. When she mentioned her desire to somehow give to a local charity in a manner more substantial than a simple cash donation, her financial advisor mentioned life insurance.

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  • Moneylines: News Briefs for Businesses and Individuals

    April / May 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 428

    Abstract: This section offers four news briefs about: 1) the adjusted 2009 IRS mileage rates, 2) a recent survey indicating that what homeowners don’t know about their mortgages could leave them vulnerable to fraud, 3) one venerable tech research firm’s tips on cutting IT costs, and 4) the results of a recent study indicating that most Americans are dependent on employer-provided health insurance.

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  • Should your company take a second look at telecommuting?

    April / May 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 560

    Abstract: Some companies have been slow to try their hands at telecommuting arrangements for a variety of reasons. Perhaps they fear the technology challenges, a drop in productivity or the diminished face time with workers. But, as budgets continue to tighten and credit remains, in many cases, difficult to obtain, the cost benefits of telecommuting beckon reconsideration. This article tells why.

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  • Choosing your retirement plan beneficiaries – 3 key questions to ask

    April / May 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 946

    Abstract: One often overlooked aspect of retirement planning is having a strategy for giving away one’s nest egg should one not be around to enjoy it. More simply put, everyone needs to choose his or her retirement plan beneficiaries. This article offers three key questions to ask when making this important choice.

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  • Don’t shrug off a business valuation – Appraisals can help during tough times

    April / May 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 728

    Abstract: During tough economic times, it’s understandable that many business owners look to cut any nonessential activities from their operations. And, assuming no specific circumstance warrants it, taking the time to assemble the financial documents and engage a qualified appraiser may not seem particularly essential. Yet, in truth, business valuations shouldn’t be shrugged off quite so quickly. As this article explains, when dark economic clouds threaten, an appraisal can provide just the information you need to find shelter from the storm.

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  • Get ready: 401(k) plan audits

    April / May 2009
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 398

    Abstract: When your 401(k) plan reaches a certain size, the IRS requires that an independent CPA perform an audit. Generally, plans file this audit with their annual Form 5500 by July 31. (It can be extended to Oct. 15.) This brief article summarizes what you need to know before this filing date.

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  • DOL proposes investment disclosure regulation

    April / May 2009
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 649

    Abstract: Fee disclosure has been a much discussed employee benefit topic in the past several years. The Department of Labor (DOL) has issued three sets of proposed regulations on fee disclosure during the past year and a half alone. This article looks at the latest proposed regulation covering investment-related fee disclosures to participants.

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  • Balance forward plans – Is the time right for an interim valuation?

    April / May 2009
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 505

    Abstract: Balance forward plans are defined contribution plans in which participant accounts are generally valued on an annual basis. Because of the stock market decline last year, a number of plan administrators are considering having interim valuations done on their balance forward plans. This article discussed what plan fiduciaries should consider when deciding to perform an interim valuation.

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  • Terminating 403(b) plans – New IRS regs are a welcome change

    April / May 2009
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 639

    Abstract: Section 403(b) plans are a tax-deferred retirement plan — similar to a 401(k) plan — available for nonprofit organizations, such as public schools, churches and certain health care industries. What if a nonprofit wants to terminate its 403(b) plan? This article covers what you need to know to terminate a 403(b) plan.

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  • “Cross-tested” plans offer advantages to plan sponsors

    April / May 2009
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 745

    Abstract: When funding profit sharing contributions, one type of plan has proven to be very effective. Known as “cross-tested” plans, they provide a unique profit sharing contribution into retirement plans. Cross-tested plans — a hybrid combination of defined contribution and defined benefit concepts — allow employers to fund a specific targeted group of employees while also meeting the needs of other employees. This article reviews these plans and whether one may be right for your company.

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  • NEWS FOR NONPROFITS – Small portion of donations benefit the poor

    April / May 2008
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 503

    Abstract: This issue covers the patterns of giving donations to organizations that serve the economically disadvantaged; how the YouTube Nonprofit Program can broadcast your message to a larger audience; a reminder about the federal ban on political campaign activity; and the newly enacted College Cost Reduction and Access Act, which can help recruit and retain nonprofit workers.

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