TRE

Showing 209–224 of 233 results

  • Practical Perspectives: Key financial issue for you and your family – Bringing calm to chaos with a family financial plan

    October / November 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 569

    Abstract: In this issue’s “Practical Perspectives,” we meet Nicole and Andy, a married couple with two young kids and full-time occupations. Suffice it to say, they are busy. They never thought their inherent busyness would cause a problem until recently, when they realized that their family’s finances were in complete chaos. In light of their situation, the couple decided to pay a financial advisor a visit and see what suggestions she might have for bringing some calm to their chaotic financial situation. (Updated 8/28/12)

    Read More

  • Moneylines: News Briefs for Businesses and Individuals

    October / November 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 467

    Abstract: This section offers four news briefs about: 1) the latest 2009 indexed amounts for Health Savings Account contribution limits, 2) a recent survey of working women that reveals a preference for money over benefits, 3) how a flurry of home foreclosures has transformed bankers into real estate agents, and 4) why more and more small business owners are casting a wary eye on employee-owned smartphones.

    Read More

  • 4 ways to operate a greener business (and save money)

    October / November 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 539

    Abstract: The environmental benefits of energy conservation and reduced pollution are self-evident. Yet more and more savvy companies are finding that “going green” can also reduce costs and please the increasingly environmentally conscious buying public. This article discusses four ways to operate a greener business — and save money.

    Read More

  • Invest much? – If so, think taxes come year end

    October / November 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 722

    Abstract: Investors typically have a lot on their minds. Which securities are up? Which ones are down? Is it time to make a move? Well, come year end, they need to start thinking about something else: taxes. This article provides some tax-related strategies to consider. (Updated: 11/30/12)

    Read More

  • Year end tax planning – It’s business time for tax-savvy companies

    October / November 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1021

    Abstract: There are many ways to succeed in business. But, whatever a business owner’s approach, he or she will more than likely get a lot further by running a tax-savvy company that pays Uncle Sam his due without overpaying and, of course, without falling prey to penalties and interest. This article offers several year end tax planning approaches for business owners to mull over.

    Read More

  • Practical Perspectives: Key financial issue for you and your family – Quelling marital discord with a postnuptial agreement

    August / September 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 676

    Abstract: In this issue’s “Practical Perspectives,” we meet Denis and Marjene. They’d been married for almost 20 years when Denis decided to leave his steady job as a civil engineer to pursue a startup centered on a product he’d invented. He wound up accruing substantial debt and even dipping into the couple’s retirement savings. As a result, the couple’s discussions about money got so heated that they began to fear for their marriage. To get a better idea of just where their finances lay, Denis and Marjene paid a visit to their financial advisor, who suggested, cautiously, that the couple consider a postnuptial agreement.

    Read More

  • Moneylines: News Briefs for Businesses and Individuals

    August / September 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 450

    Abstract: This section offers four news briefs about: 1) How, unlike once upon a time, workers now want their employers’ help with planning for retirement, 2) A recent IRS reminder urging homeowners to learn the rules of deducting points while refinancing their mortgages, 3) Chilling news from the Better Business Bureau that loan scams perpetrated against small businesses are on the rise, and 4) The fact that, according to a recent study, gas prices, income and health care top many Americans’ worry lists.

    Read More

  • 7 critical business valuation terms you should know

    August / September 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 639

    Abstract: Every business owner will likely need to have his or her company appraised at some point. Appraisals are essential in the event of a business sale or merger, for creating or updating a buy-sell agreement, or for devising and refining an estate plan. A good way to preempt the uncertainties of the appraisal process is to learn some basic valuation terminology. This article provides seven terms business owners should know. (Updated: 6/11/12)

    Read More

  • Trends in compensation – Pay-for-performance model beckons many companies

    August / September 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 650

    Abstract: Compensation is, one might say, the original motivator. Yet precisely how to compensate employees is no longer the simple concept it once was. This article examines one compensation model that has been beckoning many companies of late: pay-for-performance. (Updated: 8/28/12)

    Read More

  • 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.

    Read More

  • 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)

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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)

    Read More

  • 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]

    Read More

  • 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.

    Read More