General & Family Business

Showing 913–928 of 942 results

  • 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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  • Time for a billing and collections check-up!

    Spring 2008
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 683

    Abstract: In a shaky economy, it’s common for financially stretched clients to be late in making payments. This threatens your cash flow and ability to pay your own bills on time. This article discusses how improving your company’s collections efforts can be just what the doctor ordered to remedy ailing cash flow and give your bottom line a boost. A sidebar offers tips on how to cut your losses on uncollectible outstanding debts.

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  • Why your company needs a travel policy

    April / May 2008
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 572

    Abstract: If your employees travel regularly for business, it’s important to develop a written travel policy. A well-designed policy has many benefits: It provides employees with guidance on appropriate business spending, helps you control your travel costs, and ensures that you have the documentation needed to support income tax deductions and withholding and payroll tax exclusions. This article explains how to develop a travel policy for your employees. A sidebar delves into the subject of per diems. (Updated 4/4/12)

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  • Do you really have the homeowner’s coverage you need?

    April / May 2008
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 705

    Abstract: A homeowner’s insurance policy is designed to cover your home and personal belongings in the case of theft or damage. But do you know whether you really have the coverage you need? This article explains why it’s critical to review your policy regularly so you know whether it’s time to buy additional coverage or switch insurers. A sidebar offers tips on how to ask your insurer for a better deal.

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  • 3 tips for tax-smart intrafamily loans

    April / May 2008
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 413

    Abstract: At one time or another, you may wish to provide financial assistance via a loan to your children or other family members. Whatever your reasons for lending to a family member, it’s important to structure and document the loan carefully. You may trust these loved ones implicitly but, if you handle things too informally, you may bring about some unpleasant tax consequences. This article offers three tips for making tax-friendly family loans.

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  • A QPRT lets you have your cake and eat it too

    April / May 2008
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 714

    Abstract: Most estate planning strategies involve some tradeoffs. For example, typically, to remove assets from your taxable estate, you must relinquish control over them. One estate planning tool, however, comes close to letting you have your cake and eat it too: the qualified personal residence trust (QPRT). This article discusses how a properly designed QPRT allows you to transfer your home to your children or other relatives and remove its value from your estate — while you continue to live in it.

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  • Take aim and fire! How market research can help you focus on the target

    April / May 2008
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 497

    Abstract: Researching and understanding your target market is key to knowing where and how to effectively aim your business’s marketing efforts. Missing the target and failing to generate a return on your marketing investment can seriously injure your business’s financial position. This article explains how you can avoid this fate, by applying a strategic, methodical approach to your marketing efforts, which includes market research. (Updated 1/4/12)

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  • Practical Perspectives: Key financial issue for you and your family – Getting back to basics with life insurance

    April / May 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 624

    Abstract: In this month’s Practical Perspectives, we meet newlyweds Nathan and Penelope, who recently decided they needed a financial advisor. With successful careers and a beautiful home, they had a lot to lose: If one of them died prematurely, the survivor might not be able to pay the mortgage. Among the first topics they discussed with their CPA were the two fundamental types of life insurance: term and permanent.

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  • Moneylines: News Briefs for Businesses and Individuals

    April / May 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 476

    Abstract:  This section offers four news briefs about: 1) A recent survey indicating that many businesses lack formal tax risk management strategies, 2) The traits and methods of identity thieves, according to a recent study based on Secret Service data, 3) How e-mail volume for corporate users is expected to rise to flood-like proportions in the near future, and 4) The results of a recent study indicating that baby boomers may not be as ill-prepared for retirement as previously thought.

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  • Reverse mortgages grow in popularity, availability

    April / May 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 623

    Abstract: In the past year or so, the word “mortgage” has usually raised negative connotations. Put the word “reverse” in front of it, however, and suddenly you’re referring to one of the more positive personal financing developments in recent memory. This article explores the widening appeal and availability of these personal financing vehicles.

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  • Risk management – Buy-sell agreements protect companies from themselves

    April / May 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 715

    Abstract: When business owners speculate about threats to their companies, they often overlook the human beings sitting next to them in the boardroom. An unanticipated ownership change can cripple a company’s ability to make executive decisions. One wise risk management move is creating and maintaining a buy-sell agreement. This article explains why. (Updated 6/11/12)

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  • How do you spell “success”? – 3 hallmarks of a profitable business

    April / May 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 987

    Abstract: Every business owner wants his or her company to succeed. Whether one leads a startup or a generations-old enterprise, it’s an easy (and obvious) thing to wish for. But what are the hallmarks of a successful company? This article names three: strong revenues, low production costs and minimal operating expenses. (Updated: 2/9/12)

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  • Selling a home in today’s market

    February / March 2008
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 550

    Abstract: Slumping sales in the single-family home real estate market is a reason for concern for anyone needing to sell their home. This article offers some practical advice for getting your home in marketable condition. Plus, it offers options to consider if it doesn’t sell quickly, such as selling to a real estate investor, auctioning it off or leasing it out.

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