General & Family Business

Showing 897–912 of 942 results

  • Carrot, meet stick – Use your estate to motivate with an incentive trust

    August / September 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 681

    Abstract: Many people think of their estate plan as, ultimately, a passive concept. That is, it can transfer your wealth to beneficiaries, but it can’t really give them your wisdom or help them make sound life choices. This article looks at one way to shift this paradigm — with an incentive trust, which sets guidelines for how a beneficiary becomes eligible to benefit from the trust.

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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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  • 3 ways to keep inventory under control

    June / July 2008
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 330

    Abstract: Excessive or obsolete inventory can be a big drain on your cash flow. In addition to the cost of purchasing or manufacturing it, there’s a significant cost just to keep it on your shelves. The more inventory you have, the greater your expenses for transportation, storage, handling, insurance and financing. In some states, inventory is even subject to personal property tax. This article describes three ways to keep inventory (and your costs) under control. (Updated 4/4/12)

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  • Be the top dog: Use search engine optimization

    June / July 2008
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 488

    Abstract: In today’s plugged-in business world, your customers have a plethora of Internet-based information search tools—commonly known as search engines—at their fingertips to quickly locate products and services. The return on investment in your company’s Web site depends largely on how quickly prospects can locate your site when using these tools. This article offers some tips on how to get your URL listed higher on search engine result pages.

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  • Managing your credit history

    June / July 2008
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 569

    Abstract: Like most people, you’re probably well aware of the importance of managing your credit history to protect your standing among current and future lenders. What you may not know, however, is how to go about doing it. This article gives you the lowdown on how to obtain your credit reports (free of charge), what to look for on those reports and how to defend your position if you detect fraudulent activity.

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  • Let’s be reasonable – Setting salaries for S corporation owners

    June / July 2008
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 834

    Abstract: If your business is an S corporation, the way you characterize payments to owners who work in the business can have a significant tax impact. For instance, failure to pay reasonable salaries to these shareholder-employees raises a red flag for the IRS. And if the agency reclassifies distributions of corporate profits as wages, you may be hit with a hefty bill for back payroll taxes, penalties and interest. This article offers tips on how to ensure salaries are reasonable. A sidebar illustrates how costly not doing so can be.

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  • How can you make the most of Social Security?

    June / July 2008
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 680

    Abstract: As life expectancies grow, planning for retirement is more important than ever. For some people, Social Security will be a significant source of income. For others, it will make up a relatively small portion of their retirement funds. Either way, it pays to maximize the benefits. This article gives some guidelines to help you determine when you should start collecting benefits. For example, you’ll need to consider your life expectancy, other sources of income and your career plans. (Updated 1/3/12)

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  • Practical Perspectives: Key financial issue for you and your family – Cleaning up tax records can help fend off an IRS audit

    June / July 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 620

    Abstract: In this issue’s “Practical Perspectives,” we meet Mike and Beverly, a married couple with two young daughters, who recently decided to finally get their house in order — literally. Beverly’s job was to organize the family’s financial records and, when she went to do so, she began to get frustrated about what tax-related documents she needed to keep and for how long. Wisely, she called her financial advisor, who had some answers. (Updated 6/11/12)

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  • Moneylines: News Briefs for Businesses and Individuals

    June / July 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 471

    Abstract: This section offers four news briefs about: 1) How the subprime mortgage crisis has made it harder for many small businesses to obtain financing, 2) A recent survey indicating that a slowing economy may not necessarily mean that college graduates will have a hard time finding jobs, 3) How the IRS has boosted a valuable tax break for commuters, and 4) The perhaps disturbing results of a recent study indicating that many Americans are unclear on some fundamental concepts that apply to their personal finances.

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  • 4 tech tools to help you with your personal finances

    June / July 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 573

    Abstract: By now, most people use technology, in one form or another, to manage their personal finances. There may, however, be a few technological options out there that some individuals have either never heard of or never fully considered. This article gives four examples.

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  • The most important thing – Smart hiring now saves time and money later

    June / July 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 729

    Abstract: No matter how sound the business plan or how brilliant the strategies for executing it, without the right people on staff, a company isn’t likely to get very far. And that’s why every business always needs to be on the lookout for smart approaches to hiring. This article offers a few to consider. (Updated: 6/11/12)

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  • The net operating loss deduction – A tax break for tough times

    June / July 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 709

    Abstract: For much of the year, fears of an economic downturn have permeated the news. Whether or not tough times lead to your company losing money, one way to mitigate any shortfall may be to claim a tax deduction for a net operating loss (NOL). This article looks at the rules governing the NOL deduction. [Updated: 12/27/12]

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