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  • Estate planning pitfall – You don’t have a residuary clause in your will

    Year End 2021
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 287

    Abstract: A residuary clause is a provision in a will that passes the residue of an estate to designated beneficiaries. Consider it a safety net that catches all of a person’s possessions that aren’t covered by specific gifts. This brief article explains what happens if a will doesn’t have a residuary clause.

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  • 5 growth strategies for today’s businesses

    April 2017
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 287

    Abstract: It’s probably safe to say that nearly every business owner wants his or her company to grow. The question is: How? This brief article offers up five strategies to consider, including tapping into new markets and developing new sales and delivery channels.

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  • 5 growth strategies for today’s businesses

    Spring 2017
    Newsletter: Business Matters

    Price: $225.00, Subscriber Price: $157.50

    Word count: 287

    Abstract: It’s probably safe to say that nearly every business owner wants his or her company to grow. The question is: How? This brief article offers up five strategies to consider, including tapping into new markets and developing new sales and delivery channels.

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  • Estate Planning Pitfall – You’re planning to retire abroad

    February / March 2015
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 287

    Abstract: People who have dreamed of spending their golden years in a tropical paradise or a culture-rich European city should discuss their plans with their advisor before making a move. It’s important to understand the potential tax and estate planning implications so there are no surprises. This article looks, in particular, at issues involving double taxation, real estate issues, and unfamiliar inheritance rules.

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  • Moneylines: News briefs for businesses

    February / March 2015
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 287

    Abstract: This issue’s “Moneylines” notes IRS efforts to overcome the challenges of e-filing business returns. It also discusses a study that may indicate that risk management efforts in the workplace are paying off, and it cites a study showing that organizations are still struggling to integrate technology and data security.

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  • Put social media 2 work 4 U with a formal policy

    Summer 2013
    Newsletter: Auto Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 287

    Abstract: Most dealers already use social media to reach out to new and existing customers. But many lack a formal policy for this technological trend. Without one, they could have a hard time disciplining employees for any online abuses that might occur. This brief article describes some of the elements that such a policy should include.

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  • How to get started finding a successor — and why you shouldn’t wait

    Winter 2008
    Newsletter: Manufacturer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 287

    Abstract: The owner of a manufacturing company must consider who eventually will succeed him or her. Be it his or her children or a qualified employee, the time will come to hand over the reins of the company to someone else. This short article explains the importance of succession planning.

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