August / September

Showing 385–400 of 417 results

  • Moneylines: News Briefs for Businesses

    August / September 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 419

    Abstract: This issue’s “Moneylines” discusses slower customer payments being experienced by some businesses, while others’ owners are forgoing their own salaries to keep their enterprises afloat. There’s also increased usage of “cloud computing,” and one study shows that surfing the Internet at work might not be the productivity-killer that many have feared.

    Read More

  • How do you hold title to your assets? – The answer could affect your estate plan

    August / September 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1088

    Abstract: The manner in which you own — or “hold title” to — your assets can have a big effect on how and whether those assets are passed on to your heirs according to your wishes. But there are three key ways to hold title assets, each of which could affect the feasibility of your estate plan: joint tenancy with the right of survivorship; an irrevocable life insurance trust; and a credit shelter (or “bypass”) trust. A sidebar notes current and potential changes in the estate tax exemption.

    Read More

  • Retaining your best staff in a down economy

    August / September 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 831

    Abstract: With rising unemployment numbers getting plenty of media attention over the past year or so, it may seem counterintuitive to worry about retaining staff. Yet a star employee moving on to greener pastures during tough economic times is hardly an impossibility. And your remaining employees may feel unsettled when key staff depart, hurting their productivity and leaving them eyeing the exits. For these reasons, it’s important to brush up on some best practices in staff retention. These include relevant training, a challenging environment, work-life balance and employee empowerment. And a sidebar points out that, for those who do leave, an exit interview can provide important lessons.

    Read More

  • 3 retirement benefits options for small businesses

    August / September 2009
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 325

    Abstract: For small business owners, a 401(k) plan may be impractical. Yet helping employees save for their retirement is a perk for many businesses. This brief article explains three possible alternatives, and two of them allow employees to save quite a bit more than they can with a traditional IRA.

    Read More

  • American Recovery and Reinvestment Act of 2009 – What you need to know about changes to COBRA coverage

    August / September 2009
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 435

    Abstract: The American Recovery and Reinvestment Act of 2009 (ARRA) makes substantial changes to COBRA coverage, including the addition of a government subsidy for medical premiums. Signed into law earlier this year, ARRA affects employers with 20 or more employees who maintain group health plans. This article summarizes the changes made to COBRA under the act.

    Read More

  • Is your plan ready for automatic enrollment? IRS issues final regulations

    August / September 2009
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 764

    Abstract: Final IRS regulations now in effect encourage greater retirement plan participation through two types of automatic enrollment arrangements: qualified automatic contribution arrangements (QACAs) and eligible automatic contribution arrangements (EACAs). This article provides some highlights of each arrangement.

    Read More

  • IRS simplifies timing of taxes on ADP corrections

    August / September 2009
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 860

    Abstract: Many plans that provide for elective contributions are subject to the actual deferral percentage (ADP) test. This test limits the amount that certain plan benefits provided to highly compensated employees (HCEs) may exceed benefits provided to nonhighly compensated employees (NHCEs). A failing ADP test is something that many plans have to face at some point in time. While this sounds intimidating, the fix is actually pretty easy under new IRS requirements. This article takes a look at the law and provides a few examples.

    Read More

  • NEWS FOR NONPROFITS – Google launches portal for nonprofits

    August / September 2008
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 520

    Abstract: This issue gives the lowdown on Google’s recently launched portal for nonprofits, the IRS’s final rules on excess benefits, and new information on the IRS’s processes for ensuring you don’t abuse your tax-exempt status. A fourth item highlights a study that reveals how the next generation of nonprofit leaders is turned off by low salaries and other factors.

    Read More

  • Valuing and reporting gifts in kind and donated services

    August / September 2008
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 780

    Abstract: The support you receive during the year doesn’t come only in the form of straight cash donations or fees for services — it also comes in the form of gifts in kind or donated services. Sometimes, these sums must be recorded on your books and recognized as revenue, expenses, and/or assets at year end. This article explains when each scenario applies.

    Read More

  • One for all and all for one – How to transition leadership during a merger or acquisition

    August / September 2008
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 754

    Abstract: Mergers and acquisitions are taking place more often among both large and small nonprofits today. For nonprofits taking the plunge, one of the most daunting challenges — one likely to determine the effort’s success or failure — is transitioning the key leadership so that it stays invested and involved in the process. (Updated 2/20/12)

    Read More

  • Donor intent becoming hot-button issue – Gift documentation, acceptance guidelines ward off future problems

    August / September 2008
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1050

    Abstract: What’s probably the largest donor intent lawsuit in U.S. history, Robertson v. Princeton University, is expected to go to trial this fall. With its allegations of fund misuse, the case could set the stage for charitable giving in this century. Here’s what you need to know to protect yourself against such accusations.

    Read More

  • Ask the Advisor – Q: How is the dollar’s declining value likely to affect the sale of my business?

    August / September 2008
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 470

    Abstract: This column addresses issues relating to the declining dollar. These include how a weak dollar is helping some U.S. businesses that have substantial overseas operations and hurting those that rely on imported supplies or overseas labor. It also talks about why foreign buyers may be more — or less — inclined to buy a U.S. company these days.

    Read More

  • Uncover your company’s key value drivers

    August / September 2008
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 804

    Abstract: Many tangible and intangible qualities can enhance a buyer’s perceived value of a company, help close the deal and even land a higher-than-expected purchase price. These key value drivers vary by company, industry and buyer needs, but often include proprietary technologies, market position, brand names, diverse product lines and patented products. But most buyers also look for companies with solid, diversified customer bases, realistic growth strategies and effective management.

    Read More

  • Price management – Addressing an overlooked aspect of integration

    August / September 2008
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 824

    Abstract: Business buyers sometimes focus their efforts too narrowly on finding cost reduction efficiencies and pay little attention to revenue-generating activities such as price management. As this article explains, price management is an essential component of the integration process. Prices must be reviewed and adjusted as quickly as possible because most price benefits are realized in the first 12 months following closing.

    Read More

  • Sunny days or storm clouds? A look at what’s on the M&A horizon

    August / September 2008
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 856

    Abstract: Analyst predictions that M&A activity would slow in 2008 have proved accurate. During the first quarter, tighter credit markets reduced the availability of relatively cheap financing that had buoyed M&As for the previous few years. This article discusses how the softened economy has affected large and middle-market deals and both domestic and international mergers. It also explains why private-equity firms are likely to represent less of a competitive threat to corporate buyers in the near term.

    Read More

  • Estate Planning Pitfall – You’ve designated a minor or legally incompetent person as beneficiary of your life insurance policy

    August / September 2008
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 347

    Abstract: For many people, a life insurance policy is their most valuable asset. But all too often, they neglect to give the beneficiary designation the attention it deserves. One of the most common mistakes is designating a minor or legally incompetent person as beneficiary. Doing so actually defeats one of the fundamental purposes of estate planning: to have a say in how your wealth is distributed after you die. This short article explores the consequences of designating a minor or legally incompetent person as a life insurance beneficiary and suggests an alternative strategy.

    Read More