April / May

Showing 401–416 of 425 results

  • Internal vs. year end financial statements

    April / May 2008
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 721

    Abstract: Do you prepare internal financial statements for your board of directors on a monthly, quarterly or other periodic basis? Later, at year end, do your auditors always propose adjustments? What’s going on? Most likely, the differences are due to cash basis vs. accrual basis financial statements, as well as reasonable estimates proposed by your auditors during the year end audit. By understanding the differences between the two statements, you may be able to minimize them. (Updated 3/30/12)

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  • Be reasonable – Procedures, documentation essential when setting compensation

    April / May 2008
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 809

    Abstract: Nonprofits often vie against for-profit businesses for the same talent pool; to acquire and keep the employees you need, you must be competitive in your offers. But this offer-the-best-we-can approach is shadowed by growing regulatory pressures to provide “reasonable compensation” for key employees — and nothing more.

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  • Nonprofit watchdogs – Who are they and what are they looking for?

    April / May 2008
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1057

    Abstract: Nonprofit watchdog agencies are on the rise, becoming more prominent in the past five years than ever before. These independent organizations gather resources not only to help donors select fiscally responsible organizations for their charitable giving, but also to provide information to media, legislators and the philanthropic community. This article tells you what you need to know about the leading watchdogs — the Better Business Bureau Wise Giving Alliance (BBB Wise) and Charity Navigator (CN) — and how they evaluate nonprofits. (Updated 2/20/12)

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  • Ask the Advisor – Q: How can I prepare my business for a tighter credit cycle?

    April / May 2008
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 481

    Abstract: This column suggests ways businesses can prepare for and better weather tightened credit conditions. These include keeping lenders informed, managing liquidity and working with a credit arranger to negotiate and develop credit terms and documents.

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  • Put your money where your mouth is – Communicating effectively with M&A stakeholders

    April / May 2008
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 714

    Abstract: Clearly communicating an M&A with employees, investors and other stakeholders can mean the difference between a good deal and no deal. Market perceptions play a critical role in how mergers progress, so both sellers and buyers need to develop a formal communications plan that will help relieve anxiety about impending changes and drum up internal and external support. The plan should cover the timing and form of communications, explaining the benefits of the transaction and responding to frequently asked questions. (Updated 7/31/12)

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  • Does your business measure up? Benchmarking financial performance

    April / May 2008
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 850

    Abstract: Benchmarking — or comparing a company’s financials to those of industry peers and its own historical performance — can help business sellers determine value and achieve a fair sale price, and may give buyers insight into the future profitability of a potential acquisition. This article explains which data is most important to potential acquirers and how sellers can prepare it to give the clearest picture of the business. It also provides a list of benchmarking data sources.

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  • Improve your turnaround’s forecast for long-term success

    April / May 2008
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 724

    Abstract: Companies struggling with poor cash flow, inadequate capital and weak leadership are particularly vulnerable to economic downturns and today’s global business challenges. To turn an unprofitable company around, new owners must have a plan and be ready to implement it as soon as the ink on the deal is dry. As this article discusses, a buyer’s plan should include divestiture of unprofitable segments, a long-term cash management plan and a review of accounting and reporting systems. It also suggests ways for sellers of troubled businesses to prepare for buyer scrutiny.

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  • Estate Planning Pitfall – You and your spouse own most of your property as joint tenants

    April / May 2008
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 349

    Abstract: There’s a common misconception that holding property as joint tenants with rights of survivorship is an effective estate planning technique. But if a person’s wealth exceeds the $2 million estate tax exemption and that person and his or her spouse own most of their property as joint tenants, the person is losing out on valuable estate planning opportunities. This short article discusses a better strategy: owning property as tenants in common.

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  • Estate planning in the 21st century

    April / May 2008
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 472

    Abstract: The digital revolution has changed virtually every aspect of life, and estate planning is no exception. Today, many people do business, communicate and manage their finances online. The result is a wealth of “digital assets,” which may take the form of e-mails, online accounts or other information stored on the Web or remote servers. Unfortunately, in many cases, when the owners of these assets die, the user names, passwords, security codes and other protections die with them. This article explains why it’s important to leave loved ones with instructions on how to access digital accounts.

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  • Many happy returns – Total return unitrusts align beneficiaries’ interests

    April / May 2008
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1106

    Abstract: At times, traditional trusts can create conflicts among beneficiaries, making it more difficult for a person’s estate plan to achieve its objectives and placing trustees in a difficult position. A total return unitrust (TRU) may offer a solution. This article details how a TRU works and discusses how to use a TRU for postmortem planning.

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  • Should you donate real estate to charity?

    April / May 2008
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1010

    Abstract: The real estate “bubble” may have burst, but many landowners continue to hold property that has appreciated significantly in value. One option for tax efficiently divesting such real estate is to donate it to charity. But there are several tax traps for the unwary. This article explains the obstacles and how to sidestep them.

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  • Why your company needs a travel policy

    April / May 2008
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 572

    Abstract: If your employees travel regularly for business, it’s important to develop a written travel policy. A well-designed policy has many benefits: It provides employees with guidance on appropriate business spending, helps you control your travel costs, and ensures that you have the documentation needed to support income tax deductions and withholding and payroll tax exclusions. This article explains how to develop a travel policy for your employees. A sidebar delves into the subject of per diems. (Updated 4/4/12)

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  • Do you really have the homeowner’s coverage you need?

    April / May 2008
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 705

    Abstract: A homeowner’s insurance policy is designed to cover your home and personal belongings in the case of theft or damage. But do you know whether you really have the coverage you need? This article explains why it’s critical to review your policy regularly so you know whether it’s time to buy additional coverage or switch insurers. A sidebar offers tips on how to ask your insurer for a better deal.

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  • 3 tips for tax-smart intrafamily loans

    April / May 2008
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 413

    Abstract: At one time or another, you may wish to provide financial assistance via a loan to your children or other family members. Whatever your reasons for lending to a family member, it’s important to structure and document the loan carefully. You may trust these loved ones implicitly but, if you handle things too informally, you may bring about some unpleasant tax consequences. This article offers three tips for making tax-friendly family loans.

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  • A QPRT lets you have your cake and eat it too

    April / May 2008
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 714

    Abstract: Most estate planning strategies involve some tradeoffs. For example, typically, to remove assets from your taxable estate, you must relinquish control over them. One estate planning tool, however, comes close to letting you have your cake and eat it too: the qualified personal residence trust (QPRT). This article discusses how a properly designed QPRT allows you to transfer your home to your children or other relatives and remove its value from your estate — while you continue to live in it.

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  • Take aim and fire! How market research can help you focus on the target

    April / May 2008
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 497

    Abstract: Researching and understanding your target market is key to knowing where and how to effectively aim your business’s marketing efforts. Missing the target and failing to generate a return on your marketing investment can seriously injure your business’s financial position. This article explains how you can avoid this fate, by applying a strategic, methodical approach to your marketing efforts, which includes market research. (Updated 1/4/12)

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