April / May
Showing 433–448 of 482 results
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How to operate in a down market
April / May 2009
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 660
Abstract: When the economy falters, many nonprofits experience both reduced cash inflows and rising demand for services. Even if you’ve built up reserves for such situations, you can’t depend on them to last a long recession. What then can your organization do to avoid getting caught in the crunch?
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Ask the Advisor – Q. Should I sign a TSA when I sell my business?
April / May 2009
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 432
Abstract: This column defines transition services agreements (TSAs) as legal contracts in which a business buyer agrees to pay the seller a fee to maintain specific services for the business after the deal closes. It also explains why TSAs appeal to both parties. They free buyers from immediate responsibility for all of an acquisition’s operations and help speed up the deal process — meaning sellers get paid faster.
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Look out! – Spotting the signs of a troubled deal
April / May 2009
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 845
Abstract: M&A transactions are long — and delicate — processes, and there’s plenty that can go wrong before they close. This article helps both buyers and sellers spot signs of trouble, such as cultural incompatibilities, employee battles over customer accounts and management positions, and unchecked rumors circulating among stakeholders, including vendors and investors.
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Never too early – Start preparing your business for sale now
April / May 2009
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 805
Abstract: Most business owners are too consumed with the day-to-day responsibilities of running a company to have time to prepare it for eventual sale. This article advises owners to plan ahead and start thinking about what a potential buyer may seek in an acquisition, such as name recognition or solid balance sheets. Businesses should perform a self-analysis, streamline operations as much as possible and scrutinize themselves through the eyes of competitors and strategic partners.
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When to sell a division or subsidiary
April / May 2009
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 767
Abstract: One of the best ways a company can weather a weak economy is to streamline operations through the divestiture of divisions or subsidiaries. This article discusses the potential benefits of selling a unit, explains why it’s easier to sell a subsidiary than a division and suggests ways to find a buyer by targeting companies operating in the same product niche or a complementary sector.
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Estate planning pitfall – You haven’t planned for GST tax traps
April / May 2009
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 392
Abstract: The federal generation-skipping transfer (GST) tax is a flat tax, in addition to the estate tax, imposed at the highest marginal estate tax rate. It applies to certain transfers to “skip persons,” which include grandchildren and other family members who are two or more generations below the transferor. The GST tax applies to direct gifts to skip persons as well as to certain trust distributions. This short article explains GST tax traps to avoid.
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A matter of principle – A principle trust can help achieve your estate planning goals
April / May 2009
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 665
Abstract: For many, an important estate planning goal is to encourage their children or other heirs to lead responsible, productive lives. A tool for achieving this goal is a principle trust. This trust type guides the trustee’s decisions by setting forth the principles and values a person hopes to instill in his or her beneficiaries. This article details principle trusts.
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Know the basics of basis
April / May 2009
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 1042
Abstract: To transfer wealth in the most cost-effective manner, it’s important to understand how an asset’s income tax basis affects an estate plan. The basis a beneficiary receives in an asset depends on how a person transfers it, and this can have a large impact on the recipient’s income tax bill. This article explains what basis is and how it affects estate planning.
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Looking for a stimulus package for your estate plan?
April / May 2009
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 1016
Abstract: The current economic woes present an extraordinary estate planning opportunity: low interest rates combined with depressed stock and real estate prices make it an ideal time to transfer wealth to children and grandchildren. This article discusses the benefits of gifting and using grantor retained annuity trusts.
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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.