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Estate Planning Red Flag – Your college-aged child doesn’t have an estate plan
July / August 2021
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 324
Abstract: College-aged students typically have few assets in their names, but that doesn’t mean they should be without a basic estate plan to ensure their wishes are carried out should the unthinkable happen. This brief article covers four estate planning documents to include in a student’s estate plan.
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Monitor these metrics to boost online profitability
September / October 2020
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 324
Abstract: Much of selling moved online during the COVID-19 crisis this spring for practically all retailers, including automobile dealerships. The percentage of vehicles sold online increased from less than 10% before the pandemic to 27% in April. This article highlights ways to boost profits in this environment, notably by increasing the profitability of online sales.
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Monitor these metrics to boost online profitability
Fall 2020
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 324
Abstract: Much of selling moved online during the COVID-19 crisis this spring for practically all retailers, including automobile dealerships. The percentage of vehicles sold online increased from less than 10% before the pandemic to 27% in April. This article highlights ways to boost profits in this environment, notably by increasing the profitability of online sales.
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Valuing synergy: When a risk-based approach works
July / August 2016
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 324
Abstract: Valuing synergies is a challenge, given the substantial uncertainty in many cases over whether they’ll be achieved. This brief article discusses a recent study that demonstrates a trend toward valuing synergies separately in light of the inherent risks. The article points out that, while easily achieved cost synergies might not require a separate valuation, revenue synergies might need to be treated separately.
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You’ve inherited a large sum of money … now what?
January / February 2015
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 324
Abstract: Nearly $30 trillion will pass from one generation to the next during the next 30 years, according to a recent study. But, for those who are fortunate enough to receive a significant inheritance, the large influx of cash can greatly alter their financial situation and thus the strategies that are appropriate. This article advises that such a recipient first put the money into a liquid account while mulling their options — and then go over those options with an expert financial advisor.
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Does your child receive investment income? If so, follow IRS reporting rules
January / February 2014
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 324
Abstract: If a child receives investment income — such as interest, dividends, capital gains and other unearned income (for example, from a trust) — he or she must report it to the IRS by filing an income tax return. This article discusses whether this income should be reported on the child’s or the parent’s return and takes a look at the “kiddie tax.”
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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)