October / November
Showing 449–464 of 469 results
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Justifiable risk? The dangers and rewards of cross-border acquisitions
October / November 2008
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 883
Abstract: International acquisitions can provide companies with many advantages, including a broader customer base, cross-selling opportunities, new distribution channels and improved access to rapidly developing markets. But even as overseas M&As offer these potential rewards, they also present serious risks such as costly cultural misunderstandings, imprecise valuations, and inflation, exchange rate and tax issues that reduce anticipated profits.
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Destination: M&A success – An integration manager can help get you there
October / November 2008
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 781
Abstract: Even the most strategically justified transaction can capsize if it’s not well implemented. This makes the postmerger integration phase critical. To help guide them through this tumultuous period, many companies are using internal talent — leaders who already have employee confidence and respect — as integration managers. This article explains the integration manager’s role and the experience and qualities he or she needs to fill it. (Updated 5/7/12)
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What to do when a buyer backs out
October / November 2008
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 718
Abstract: M&A transactions can fail to cross the finish line for a variety of reasons. A seller may not be able to substantiate earnings to the buyer’s satisfaction, or the buyer may discover that synergies for long-term value just aren’t there. Whatever the reason for a deal’s demise, a jilted seller can become financially and operationally stranded. It needs, as this article discusses, to act quickly to preserve its future. Sellers must consider negotiating with the buyer or, possibly, litigation, and they need to communicate with their important stakeholders. (Updated 7/31/12)
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Estate Planning Pitfall – You haven’t recently valued your estate
October / November 2008
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 267
Abstract: If a person doesn’t know what his or her estate is worth, how can he or she plan to distribute it in the most tax-efficient manner? Over time, a person’s net worth and circumstances change, as do federal and state estate tax laws and regulations. This short article details why it’s important to have an independent appraiser value an estate.
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Policy decisions – Is it time to cash out your life insurance?
October / November 2008
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 603
Abstract: Life insurance is a critical component of most estate plans because it can create a new source of wealth and liquidity to pay taxes and other expenses and to provide for loved ones. But there may be times when a person needs his or her assets to go toward something else. This article explains the options available to a person who no longer needs his or her life insurance policy.
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There’s nothing wrong with a defective trust
October / November 2008
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 915
Abstract: In recent years, the intentionally defective grantor trust (IDGT) has emerged as one of the most effective techniques available for minimizing taxes in large estates. By combining the estate tax benefits of an irrevocable trust with the income tax advantages of a grantor trust, IDGTs offer some intriguing estate planning opportunities. This article discusses how an IDGT works and explains its benefits.
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Investing in your estate plan
October / November 2008
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 1059
Abstract: Whether a person has great wealth or his or her resources are more modest, the purpose of estate planning is the same: to ensure assets are distributed according to a person’s wishes and to preserve those assets so there’s something left to distribute after he or she dies. Asset preservation involves several components, including investment strategies designed to provide long-term growth. This article examines a few investment considerations that can affect an estate plan.
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Reduce your environmental footprint and kick up your bottom line
October / November 2008
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 503
Abstract: With growing concerns over pollution, global warming and wasteful consumption of nonrenewable resources, businesses are under pressure to reduce their environmental “footprint.” This article explains how making environmental responsibility a priority will enable you to help preserve the planet, and it also may help you save money and improve your business’s profitability.
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Don’t let multistate taxation multiply your taxes
October / November 2008
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 499
Abstract: Technological advances have made it much easier to do business across the country and around the world. But these new opportunities come at a price: If you do business across state lines, it’s important to analyze your activities in each state to avoid triggering unwanted taxes. This article explains the issue of “nexus,” and how and when another state can apply its income, franchise or sales and use taxes to your business. It also shows you how to use multistate taxation to your advantage.
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Is your company protected? The independent contractor vs. employee dilemma
October / November 2008
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 946
Abstract: The IRS has been working hard defining worker classification. What’s at stake for your company? Depending on its size, if you misclassify an employee as an independent contractor, you’ll likely face substantial financial consequences. This article describes the steps you can take to protect yourself. An informative sidebar gives the rundown on what the IRS looks at when classifying workers.
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Enhance your estate planning with a joint purchase
October / November 2008
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 343
Abstract: Estate planning tools can range from simple to mind-numbingly complex. While a sophisticated strategy is often the best way to accomplish your objectives, in some cases the simplest technique can be powerfully effective. This brief article discusses the joint purchase of a home, a relatively simple estate planning tool that can help you achieve significant tax savings.
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Saving for college: Study your options and plan ahead
October / November 2008
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 752
Abstract: Costs for college tuition and related expenses continue to soar. In fact, tuition and fees rose an average 2.9% after inflation for private four-year colleges, and 4.4% for public four-year institutions annually during the past decade, according to a 2007 College Board report. Such reports should light a fire under parents who are dragging their feet when it comes to saving for college. This article looks at some options that may help you reach your goals — financially and academically.
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Practical Perspectives: Key financial issue for you and your family – Bringing calm to chaos with a family financial plan
October / November 2008
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 569
Abstract: In this issue’s “Practical Perspectives,” we meet Nicole and Andy, a married couple with two young kids and full-time occupations. Suffice it to say, they are busy. They never thought their inherent busyness would cause a problem until recently, when they realized that their family’s finances were in complete chaos. In light of their situation, the couple decided to pay a financial advisor a visit and see what suggestions she might have for bringing some calm to their chaotic financial situation. (Updated 8/28/12)
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Moneylines: News Briefs for Businesses and Individuals
October / November 2008
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 467
Abstract: This section offers four news briefs about: 1) the latest 2009 indexed amounts for Health Savings Account contribution limits, 2) a recent survey of working women that reveals a preference for money over benefits, 3) how a flurry of home foreclosures has transformed bankers into real estate agents, and 4) why more and more small business owners are casting a wary eye on employee-owned smartphones.
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4 ways to operate a greener business (and save money)
October / November 2008
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 539
Abstract: The environmental benefits of energy conservation and reduced pollution are self-evident. Yet more and more savvy companies are finding that “going green” can also reduce costs and please the increasingly environmentally conscious buying public. This article discusses four ways to operate a greener business — and save money.
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Invest much? – If so, think taxes come year end
October / November 2008
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 722
Abstract: Investors typically have a lot on their minds. Which securities are up? Which ones are down? Is it time to make a move? Well, come year end, they need to start thinking about something else: taxes. This article provides some tax-related strategies to consider. (Updated: 11/30/12)