General & Family Business
Showing 833–848 of 1042 results
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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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To cope with a calamity – Deducting casualty and theft losses
Fall 2010
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 446
Abstract: Although calamities like theft and natural disasters are certainly no fun, victims can get at least some payback from a tax perspective. That is, in qualifying instances, they may be able to deduct a casualty (disaster) or theft loss on their federal income tax return. This article discusses what losses qualify and how to claim them.
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Long-term care policies offer security … for a price
Fall 2010
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 700
Abstract: Medicare and standard health insurance can protect individuals from home-care, nursing-home or other care-related costs while recovering from surgery, an injury, an illness or another health issue. But they don’t cover such care long-term. Those who worry about how they’d afford care beyond those limits without depleting their estate might want to look into long-term care insurance. This article looks at the different kinds of policies, their tax treatment, and why it’s important to become familiar with their terms, conditions and features.
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4 ways to get — and keep — your business data in order
Fall 2010
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 439
Abstract: For business owners, it may seem like this is the hyperinformation age. With so much data flying around, it’s easy for something to fall through the cracks — something that could come back later to haunt management. This article offers four ways to get — and keep — business data in order: administrative simplification, a data storage policy, cloud computing and an e-mail retention policy.
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Driving down the 199 – Manufacturers’ deduction could lead to a tax-saving destination
Fall 2010
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 842
Abstract: Businesses that are involved in “qualified production activities” and looking for a smart route to potentially lowering their 2010 tax bill may want to look into the Section 199 deduction — popularly known as “the manufacturers’ deduction.” It’s available to more than just manufacturers, and this article looks at what it has to offer and the steps that qualifying businesses must take to claim it. A sidebar discusses whether, in light of scheduled tax rate increases, it’s a good idea to defer income.
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Warning! Warning! Safeguard your family against a disaster by preparing financial recovery and family emergency plans
October / November 2010
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 557
Abstract: To protect one’s family from a financial shock if there’s a disaster, it’s important to have a recovery plan. This article points out that insurance policies are typically not all-inclusive, and discusses inventorying and recording assets and backing up the information. It also looks at measures to provide for the physical security of one’s family, while a sidebar explains the importance of having an adequate cash reserve.
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Should you enact automatic 401(k) plan enrollment?
October / November 2010
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 578
Abstract: One of the easiest ways for employees to save for retirement is enrolling in their employers’ defined contribution plans, such as a 401(k) plan. But low participation has been a problem. A solution is to enact an automatic enrollment program, which has become more attractive to employers since the Pension Protection Act of 2006 (PPA) eased some of the legal concerns. This article discusses some of those concerns, and how a qualified automatic contribution arrangement (QACA) exempts companies from meeting nondiscrimination requirements.
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Compensation conundrum – Offering fair pay packages to family-business employees isn’t easy
October / November 2010
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 748
Abstract: Creating employee compensation packages can be complex because they may include a mix of a base salary, bonuses, ownership options and benefits. It can be even more difficult for businesses that are family owned. This article looks at both subjective and objective ways to determine compensation packages for both loved ones and nonfamily employees.
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Tax changes on the horizon – Prepare with year end tax planning
October / November 2010
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 722
Abstract: Year end tax planning is important every year, but it’s particularly significant this year. Why? Many of the lower tax rates and other breaks that went into effect during the past 10 years are scheduled to sunset, or expire, on Dec. 31, 2010, unless Congress takes action. This article looks at some of the specific rates and breaks involved, the various options Congress has considered for addressing them, and steps that taxpayers might take in anticipation of them.
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Practical Perspectives: Key financial issues for you and your family – Newlyweds with blended family look at estate planning
October / November 2010
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 510
Abstract: Harlan and Mary are newlyweds, but they aren’t your average 20-something bride and groom. Harlan, age 60, has 30-year-old twin sons, and Mary, age 35, has a 5-year-old. And the couple wants to expand their family by having a child together. This article shows the options they have in devising their estate plans so that beneficiaries are covered according to their wishes.
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Moneylines: News Briefs for Businesses
October / November 2010
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 328
Abstract: This issue’s “Moneylines” discusses a Supreme Court ruling that nullifies some Public Company Accounting Oversight Board provisions that affected the Sarbanes-Oxley Act; older workers’ greater likelihood of long-term unemployment after a job loss; and decreased consumer spending, which poses a challenge for businesses.
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Your money, your choice – 401(k) loans tempt many in tough times
October / November 2010
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 709
Abstract: The uncertain economy has left many people looking for money in new places — including taking out a loan from their 401(k). But there are serious tax-related issues to consider. This article takes a look at the basic rules of 401(k) withdrawals, the tax and other financial disadvantages of doing so, and instances in which one might qualify for a “hardship withdrawal” that doesn’t have to be paid back.
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Should you pop for an ESOP? – Rough economy has brought bright side to these arrangements
October / November 2010
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 1140
Abstract: The recent recession has caused many companies to have lower profits, which in turn means lower values on company shares. But this has made employee stock ownership plans (ESOPs) more affordable and more popular. This article takes a look at what’s entailed in these retirement plans: the difference between leveraged and unleveraged ESOPs, the different tax treatments for S and C corporations, and distribution rules. A sidebar discusses the importance of having an appraisal by a third-party valuator for ESOP purposes.
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What’s the right income tax withholding for you?
August / September 2010
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 496
Abstract: Each year, nearly three out of four taxpayers claim an income tax refund. To be sure, receiving a check from the IRS is nice. On the other hand, giving the government an interest-free loan for close to a year isn’t the best use of one’s money. This is why it pays to periodically review one’s withholding amounts. This article covers several reasons to modify these amounts and discusses how taxpayers can determine whether they should increase or decrease their allowances, and by how much.
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Sibling vs. sibling – Managed effectively, sibling rivalry can benefit a family business
August / September 2010
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 652
Abstract: Sibling rivalry can bring out the best in children, but if it goes too far, it can become detrimental as they play an increasing role in the family business. This article looks at the factors that cause sibling rivalry and some specific steps family business owners can take to manage the rivalry effectively and allow it to become the family business’ secret weapon.