July / August

Showing 545–560 of 560 results

  • “For Sale: Auto Dealership” – How to get your business ready for your retirement

    July / August 2008
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 853

    Abstract: Thinking of retiring? If so, there may be one thing standing between you and your golden years: your dealership. This overview will tell you what you’ll need to consider before putting your dealership on the selling block.

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  • Red flags, red tape – Deadline looms for new FTC identity theft prevention rules

    July / August 2008
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 751

    Abstract: With a Nov. 1 deadline looming, you may be one of the dealerships that need to step up efforts to comply with the Federal Trade Commission’s so-called “red flag” rules, which guard against identity theft and mandate a prevention program.

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  • Construction Success Story – Cost segregation study gives one contractor a competitive edge

    July / August 2008
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 400

    Abstract: In this issue’s “Construction Success Story,” we tell the tale of a commercial contractor who wanted to expand his market base by bidding on a proposed medical clinic. He knew his team could do the job, but one of his competitors had more experience in the construction of health care facilities. To gain a competitive edge, his financial advisor came up with a bold idea: As part of his bid proposal, the contractor could suggest organizing a cost segregation study.

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  • Do you know how much worker turnover is costing you?

    July / August 2008
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 640

    Abstract: Estimates on the cost of turnover vary widely but, however you crunch the numbers, it’s expensive. And that’s precisely why it’s so important that contractors figure out how much turnover is costing their construction businesses. This article offers a way to do just that and explores some options for cutting turnover costs as well.

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  • Worth a look: Web-based project management software

    July / August 2008
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 489

    Abstract: Many construction company owners have their own distinctive means of managing jobs, be it a dry erase board in the job trailer or a spreadsheet on their laptops. Nonetheless, one upgrade that’s well worth looking into is Web-based project management software. This article looks at the functionality and benefits of these applications. (Updated 4/20/12)

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  • PPE should be on employers’ dime, OSHA says

    July / August 2008
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 528

    Abstract: It’s a decision the Occupational Safety and Health Administration (OSHA) says could prevent thousands of work-related injuries each year. That is, the agency now requires employers to provide employees with virtually all of their personal protective equipment (PPE), such as hard hats and nonprescription safety goggles. This article explains the rationale behind this new rule along with the finer points of abiding by it.

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  • Nonqualified deferred compensation plans – Reward, retain key employees with these arrangements

    July / August 2008
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 971

    Abstract: Many contractors have a few key employees who play a critical role in their construction company’s success, and they want to reward these superstars for their hard work while increasing the likelihood that they won’t jump ship to the competition or strike out on their own. In these cases, a nonqualified deferred compensation (NQDC) plan may be just what a construction company owner is looking for. This article describes the ins and outs of these arrangements, which allow business owners to give their very best employees an extra, tax-deferred retirement reward that can be structured in a variety of ways.

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  • Tax Tips

    July / August 2008
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 519

    Abstract: News items briefly discussed are some little-realized expenses that qualify for the medical expense deduction, making tax-free gifts using the annual gift tax exclusion, and using estimated tax payments to boost a company’s cash flow.

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  • Deferring capital gains taxes with a like-kind exchange

    July / August 2008
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1075

    Abstract: Taxes can be an obstacle even in a sluggish real estate market. If you’ve held property for a long time, it may be worth substantially more than you paid for it, even if its value has declined in recent years. Also, years of depreciation deductions may have reduced or eliminated your tax basis in the property. So if you’re planning to sell property and capital gains will be triggered, find out if a like-kind exchange is an option for you. Also known as a Section 1031 exchange after the relevant section of the Internal Revenue Code, a like-kind exchange may be able to help you defer — or even permanently avoid — capital gains taxes. This article explains how like-kind exchanges work and how taxpayers may save.

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  • Watch your step – 3 life insurance slip-ups to avoid

    July / August 2008
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 755

    Abstract: Life insurance is a versatile financial planning tool. It provides a source of wealth to fund a variety of estate and business succession-planning strategies. And policies with an investment component offer tax-deferred growth, which you can use to supplement your other retirement savings. What’s more, under the right circumstances, a policy’s death benefits will be exempt from income and estate taxes. Careful planning is required to ensure that life insurance proceeds remain tax free. One misstep can trigger estate taxes, income taxes or both, drastically reducing the amount available for your loved ones. This article examines three slip-ups to avoid.

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  • Economic Stimulus Act of 2008 – Take advantage of business incentives before it’s too late

    July / August 2008
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 940

    Abstract: The $152 billion Economic Stimulus Act of 2008 has received a lot of attention for its “recovery rebates” and other personal tax incentives. But as part of its effort to jump-start the economy, the act also provides valuable incentives for businesses to boost their capital spending. Among other things, the act nearly doubles the limit on Internal Revenue Code Section 179 expensing and offers a 50% first-year depreciation bonus for certain business property and qualified leasehold improvements. This article reviews these incentives and reminds businesses that they are temporary, so eligible companies need to act quickly.

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  • Give your appraisal a dose of reality

    July / August 2008
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 500

    Abstract: Before valuators finalize their conclusions, they step back and ask, “Would this number make sense in the real world?” Experts typically rely on their professional experience to answer this question. But they may also turn to various sanity checks. This brief article lists some sanity checks valuators may turn to, including industry rules of thumb, the justification of purchase (JOP) test and other sources of supplemental data.

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  • Buy-sell agreements in divorce — Having good advice is key

    July / August 2008
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 671

    Abstract: Dissolving a marital estate that includes a private business interest can be fraught with complications. One of the first steps is to disclose and reconcile all relevant valuation evidence, including buy-sell agreements. The buy-sell provisions of partnership or shareholder agreements are intended to protect ownership interests. But they may come back to haunt owners or their spouses later in divorce. This article discusses a recent case that illustrates the importance of both spouses having expert valuation advice to help navigate the ins and outs of these agreements in a marital dissolution case.

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  • What you see may not be what you get — Making complex valuation adjustments

    July / August 2008
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 877

    Abstract: The process of valuation often requires adjustments to ensure the final numbers make sense for a particular company. Adjustments can affect how a valuator applies the cost, market and income approaches. So, it’s imperative to consider their impacts throughout the valuation process. This article explains the different categories of adjustments, using examples to illustrate their effects on value. It notes that, because discrepancies between two expert opinions can occur, expertise is key in applying the appropriate valuation adjustments.

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  • Daubert study highlights expert witness vulnerabilities

    July / August 2008
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 779

    Abstract: Since the U.S. Supreme Court’s 1999 decision in Kumho Tire v. Carmichael extended the Daubert criteria for admissibility of expert scientific testimony, federal and state courts have heard more challenges to financial expert testimony. A PricewaterhouseCoopers study of post-Kumho challenges to financial experts from 2000 through 2006 identifies trends that attorneys may be able to leverage when submitting expert testimony. This article talks about the study’s findings and how they can be used to prevent expert testimony from being excluded.

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  • Why proper training and experience are essential in an expert

    July / August 2008
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 627

    Abstract: This article discusses a recent tax court decision, Estate of Thompson v. Commissioner, and how it serves as a reminder that attorneys and their clients can’t afford to cut corners when selecting experts. Specifically, choosing experts based on criteria other than their experience and expertise with the specific matter at hand may fail to demonstrate reasonable cause and good faith.

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