Year End

Showing 385–400 of 449 results

  • Growing up – Morphing a ma and pa shop into a professional family business

    Year End 2010
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 626

    Abstract: An informal setup may work fine during a family business’s infancy, but for it to remain competitive and profitable, it must “grow up” by enhancing its operations. This article shows how a company can do so by focusing on four areas: organizational management, business processes, strategic planning and decision-making, and information technology systems.

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  • Make noncash donations when cash flow is a problem

    Year End 2010
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1047

    Abstract: Donating cash while the economy remains shaky can be difficult, but contributing noncash assets can help charities while minimizing the impact on one’s own cash flow. This article shows how noncash donations may allow a taxpayer to avoid capital gains tax. It also discusses how to determine value for different kinds of noncash property and document it to satisfy the IRS. A sidebar offers an example of the tax treatment of selling stock and donating the proceeds vs. donating the stock outright.

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  • Practical Perspectives: Key financial issues for you and your family – Soon-to-be retirees reassess their portfolios

    Year End 2010
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 493

    Abstract: In this issue’s “Practical Perspectives,” we meet Peter and Claire — a married, dual-income couple who abruptly realized that retirement wasn’t far off. What’s more, though they’d kept an eye on their retirement plan and investment portfolios, the couple hadn’t made many changes recently. So they sat down with their financial advisor to discuss the matter.

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  • Moneylines: News Briefs for Businesses

    Year End 2010
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 332

    Abstract: In this issue’s “Moneylines,” we tip readers off to the SBA’s disaster preparedness program, cite the results of a recent study indicating 401(k) loans and hardship withdrawals have been on the upswing, and reveal data from another report that may indicate more companies are moving into overseas markets.

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  • Nothing new, but never more important – ERM takes risk management companywide

    Year End 2010
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 739

    Abstract: Risk management is nothing new in the business world. But, just as risks continually evolve, so do efforts to manage it. This article examines one of the most popular approaches: enterprise risk management (ERM), which manages risk on an integrated, companywide level.

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  • How did you do? – Performing a year end budget review

    Year End 2010
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1132

    Abstract: The end of the year usually has business owners thinking about taxes. But, while year end tax planning is certainly important, conducting a year end budget review is also critical. This article covers the basics to performing a year end review that helps companies determine whether they’ve kept all (or most) of their important financial numbers in line or whether they’re headed for trouble. A sidebar looks at cost control management — a formalized, systematic review of operations and resources with the stated goal of reducing or at least controlling costs at every level.

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  • COMPLIANCE ALERT – Upcoming compliance deadlines:

    Year End 2010
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 63

    Abstract: A brief list of key compliance deadlines for late 2010 and early 2011.

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  • How paid time off can make a contribution

    Year End 2010
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 413

    Abstract: The IRS has established paid time off contribution arrangements that allow employees with unused leave and vacation time to convert these dollars to retirement plan contributions. This article explains why this is good news for plan sponsors who are looking for ways to boost benefits without breaking the bank.

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  • 5 highlights of MetLife’s employee benefits trends study

    Year End 2010
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 308

    Abstract: MetLife recently published its eighth annual Study of Employee Benefits Trends, which is a compilation of the results of surveys of employers and employees about issues that are facing the U.S. benefits industry today. This brief article highlights five of the study’s major findings.

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  • Getting to know the tax code – 401(k) plan design defined by IRS rules

    Year End 2010
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 758

    Abstract: The name “401(k) plan” should provide the first hint that qualified retirement plan design is governed, in part, by the IRS. While Internal Revenue Code (IRC) Section 401(k) governs many aspects of qualified retirement plans, other IRC sections govern coverage requirements, employee contributions and the elective deferral limit. This article summarizes some of these rules and how they can impact a plan’s design and its ultimate success.

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  • Back to the future – Should defined contribution plans offer lifetime income?

    Year End 2010
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 846

    Abstract: Employer-sponsored plans have become the most common way to provide retirement income for many workers. In the past 20 years, the retirement plan of choice has shifted from defined benefit (DB) plans to defined contribution (DC) plans. The Department of Labor (DOL) and Department of the Treasury are working with the retirement plan industry to increase the use of another option. This article discusses the agencies’ Request for Information to determine whether to take steps to enhance retirement benefits with arrangements that provide for a lifetime stream of income at retirement, similar to DB plans.

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  • Market Niche Insider – Health clubs – It’s survival of the fittest

    Year End 2010
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 420

    Abstract: It’s no surprise that the recession has taken its toll on the fitness industry. Health club spending is an easy target for households cutting back. Here are some ways to diagnose the health of fitness borrowers.

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  • 8 questions to consider in M&A deals

    Year End 2010
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 595

    Abstract: With priced-right sales opportunities ripe for the picking, some customers may be tempted to acquire another business as the economy mends. Others — those feeling the strain of the prolonged downturn — may be considering a merger with another, stronger business. In either scenario, a bank may be asked to provide financing. Here are some questions a lender should consider when sorting the potential winners from losers in a merger or acquisition deal.

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  • Dot your “i’s,” cross your “t’s” – Contract compliance reviews can expose gold

    Year End 2010
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 628

    Abstract: Anyone who has ever found $50 in their pants pocket knows the thrill of an unexpected windfall. So unexpectedly finding thousands of dollars would be especially exciting. And that’s what many business owners discover after they sift through the details of their various contracts. Borrowers with more money in their pockets typically borrow less frivolously and default less often. A strong handle on contract compliance also decreases borrowers’ exposure to breach of contract claims. This article looks at how contract compliance reviews might make borrowers more liquid and, therefore, less risky.

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  • Are your clients growing too fast?

    Year End 2010
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 892

    Abstract: In a turbulent economy it’s common for borrowers to stop growing — or start declining. But a lucky few have the opposite problem: They’re growing too fast. And experienced lenders know that unchecked growth can be just as detrimental to debt service as no growth at all. Featured is the tale of a rapid-growth borrower that got into trouble and how that situation was remedied, as well as some perils and warning signals of out-of-control growth. A sidebar discusses how the sustainable growth rate gives borrowers a guideline for reasonable growth expectations.

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  • News for nonprofits – Family foundations to fill funding gap?

    Year End 2009
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 432

    Abstract: This month’s “News for Nonprofits” looks at how family foundations can help make up for recent decreases in donations, and why a nonprofit that has authority over — or is the signer on — a bank or financial account in a foreign country at any time during the calendar year will likely need to file a Foreign Bank and Financial Accounts (FBAR) report.

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