334
Showing all 5 results
-
Construct social-media-savvy customer surveys
Summer 2017
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 334
Abstract: Some dealerships are rethinking the way they construct and deliver customer surveys. Their goal is to design surveys that reflect changing customer behavior patterns in the age of social media. This article discusses the need to shorten surveys, the best ways to distribute them and how to respond to customer feedback.
-
Could your dealership benefit from an advisory board?
May / June 2017
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 334
Abstract: There are multiple reasons why a dealership should consider creating an advisory board — a group consisting of professional confidants willing to offer their time and talents to help owners meet specific business challenges. This article explores whom a dealer owner should invite to serve on its board and the nature of meetings to be held.
-
Court finds that plan document trumps beneficiary designation forms
August / September 2015
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 334
Abstract: Plan documents generally control all aspects of a qualified retirement plan. Whether the plan document invalidates the language in other forms, such as a written beneficiary designation form, can lead to disagreement. This short article summarizes a recent decision by the U.S. Court of Appeals for the Ninth Circuit resolving just such a case.
-
Estate Planning Red Flag – Your spouse’s estate didn’t make the portability election
July / August 2014
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 334
Abstract: Portability allows a surviving spouse to take advantage of a deceased spouse’s unused estate tax exemption. But portability isn’t automatic: It’s available only if the deceased spouse’s estate makes a portability election on a timely filed estate tax return. But this article notes that the IRS now permits estates to make a late portability election under certain circumstances. The rule change is of particular interest to same-sex married couples who were ineligible for portability and couldn’t have made the election before the law was changed late last year.
-
Buying a troubled bank — a good strategy if you do it right
Fall 2009
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 334
Abstract: For a healthy community bank, acquiring a failed or failing institution can provide a valuable strategic opportunity. But just because the price is low doesn’t mean it’s a bargain. More than ever, it’s important for an acquiring bank to define its strategy, perform thorough due diligence, focus on valuation issues, and determine the best deal structure.