Management & Tax Concepts

Showing 241–256 of 262 results

  • Check sibling rivalry before transferring the family business

    Winter 2009
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 696

    Abstract: In families with multiple adult children, transferring ownership of the business to the next generation can be a sensitive matter. Sibling rivalry — especially when it comes to determining roles and responsibilities — can intensify and spark battles that can hurt the business and the family. This article offers some tips on how to keep the peace.

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  • Taxing matters – You could owe taxes in another state — and not know it

    Winter 2009
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 515

    Abstract: Does your company own or lease property outside of its home state? Does it conduct sales or operations in more than one state? Do members of your staff live in a state different from the one in which they work? If you answered “yes” to any of these questions, you could owe taxes in more than one jurisdiction. This article explains the issue of “nexus” and how you can reduce your tax exposure in the states in which you do business.

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  • Campaign contribution basics

    Fall 2008
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 302

    Abstract: With the campaign season in high gear, you may wish to financially support the candidates or party of your choice. Just be sure you adhere to campaign contribution rules. This article gives the details.

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  • Peace of mind at a difficult time – “Deathbed” estate planning strategies

    Fall 2008
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 879

    Abstract: Facing the reality that a loved one is dying is difficult for all concerned. But when the loved one’s legal and financial matters haven’t been taken care of, family members also face the challenge of quickly making critical financial decisions. This article provides “deathbed” estate planning strategies that can be implemented right away, such as making sure the loved one has executed a will and durable power of attorney for property, and working with an advisor to ensure the loved one’s estate tax liability is as low as possible. A sidebar tackles the issue of “no-contest” clauses in wills.

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  • Worth its weight in gold – Building long-term relationships with your employees

    Fall 2008
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 541

    Abstract: Low turnover is important to the success of most companies. Employees who’ve been with you for years are likely to be very proficient at their jobs. Plus, they’ve probably developed long-term relationships with your customers, suppliers and other stakeholders and understand how to keep them happy. Because high turnover increases recruitment costs and results in decreased productivity, creating an environment that fosters worker retention is a challenge worth taking on. This article offers some tips on how to do just that.

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  • Export markets: They’re yours for the taking

    Fall 2008
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 560

    Abstract: Developing a successful exporting business begins with a business plan similar to that of any new business undertaking, but with some special areas of emphasis. This article walks you through the process from setting your goals to deciding what products or services you want to offer (and where), and how to reach your target customers. It also offers several ideas for where to get expert advice on the process. (Updated 7/20/12)

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  • Tick tock, tick tock – There’s still time to save a bundle in taxes

    Fall 2008
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 659

    Abstract: The tax deadline is just around the corner. Luckily, there are year end strategies you can implement to help reduce your business’s tax liability. This article discusses many such strategies, such as taking advantage of recent tax law changes that allow you larger writeoffs on assets purchased before year end, deferring taxable income, contributing all you can to your retirement plan, and dealing with taxable losses.

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  • Protecting data on your personal computer

    Summer 2008
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 304

    Abstract: As the world has gone digital, everything from family photos to financial records is being stored on personal computers. But information stored on a computer isn’t invincible: Hard drives crash, data gets destroyed by viruses, and files are accidentally erased. This brief article offers some options for backing up your home system, including software and hardware solutions, plus applications you can find only online.

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  • Transfer assets tax efficiently with an IDGT

    Summer 2008
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 609

    Abstract: It’s natural to want to pass as much wealth as possible to your heirs when you die. This article explains how using an intentionally defective grantor trust (IDGT) can help you do just that. Plus, it explains how an IDGT can help you minimize your estate taxes and even transfer interests in your business. It’s a must-read article if transferring wealth to your heirs is a key goal.

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  • Tips for protecting your assets from future creditors

    Summer 2008
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 645

    Abstract: You’ve worked hard to build your net worth. But if you haven’t set up adequate protections, your assets could be attacked by frivolous lawsuits or unreasonable creditor claims. This article offers tips on how to implement asset-protection strategies that will defend your assets against potential legal and financial hazards. (Updated 7/20/12)

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  • How to connect with younger workers

    Summer 2008
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 713

    Abstract: There’s a new generation of employees making their presence felt in the workforce. Known as “Generation Y” or the “Millennials,” this new wave of workers grew up in a different time with a different culture and thus differ in their work habits and goals from preceding generations. This article explores ways to keep these young workers onboard and productive, such as by offering a lot of structure and praise and learning to accept iPods at work.

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  • Keep owner conflicts at bay: Use a shareholder agreement

    Summer 2008
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 803

    Abstract: It’s important that business owners see eye-to-eye on major issues that affect the growth and productivity of their company. This article explains why a well-drafted shareholder agreement is essential for defining procedures for handling stock ownership transfers and outlining explicit ground rules for how a business should be managed. A sidebar discusses how some agreements include short-term disability coverage.

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  • Fetch, stay or roll over your 401(k) when you change jobs

    Spring 2008
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 324

    Abstract: Who says you can’t teach an old 401(k) plan new tricks? When you change jobs, you can choose the best “trick” to preserve the tax-deferred growth of your 401(k) plan and avoid current taxes and penalties that can chew up your savings. This brief article explains various options, such as “fetching” money from investment savings as a lump sum, letting the money “stay” in a current plan, and “rolling over” the lump sum. (Updated 7/20/12)

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  • The pros and cons of lease financing

    Spring 2008
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 602

    Abstract: When acquiring new equipment for your business, you can pay cash, finance with a loan or, in many cases, lease. Although leasing is often the easiest route to take, it may not always be the right move. This article discusses the pros and cons of leasing and explains when it’s best to use an operating lease vs. a capital lease.

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  • Naming your retirement plan beneficiaries? Remember the tax considerations

    Spring 2008
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 580

    Abstract: Regularly reviewing the beneficiaries of a retirement plan — particularly if there’s been a life-changing event, such as a divorce, birth or death — is always a good idea. Specifically, when selecting beneficiaries, plan owners need to consider the income and estate tax impact of their choices. This article tackles the issues one by one. (Updated 6/10/12)

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  • Use your business smarts when buying a business

    Spring 2008
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 615

    Abstract: Thinking of buying a business? Doing so can be a smart move because it’s generally less risky than building a company from scratch. This article explores the benefits, such as gaining experienced employees, existing facilities, and established customer and supplier relationships. And it explains how to conduct the necessary due diligence and find financing. A sidebar debates the issue of stock vs. asset purchases.

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