433
Showing 17–32 of 40 results
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Ready, set, sell – 4 ways to add value before selling a business
May / June 2017
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 433
Abstract: Business owners typically want to maximize the selling price when it’s time to cash out — and buyers may be willing to pay top dollar if the company is positioned for future growth. This article discusses how valuation experts can help owners understand their strengths and weaknesses, allowing them to boost bargaining strength with potential buyers over the long run.
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Think twice before tapping into your retirement savings
March / April 2017
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 433
Abstract: IRAs and employer-provided retirement plans discourage early withdrawals with steep penalties. But sometimes an early withdrawal may be necessary to meet immediate financial needs. This article argues that such actions should only be taken as a last resort.
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Payer contracts – How to drive a hard bargain
Spring 2016
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 433
Abstract: Practices often allow their payer contracts to renew automatically each year without re-examining the terms. But that can be a bad mistake. This article discusses why it’s important to understand all of the practice’s contracts, individually and comparatively.
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Social media tips for manufacturers
Spring 2016
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 433
Abstract: Social media can be an inexpensive, but effective, way to market products and brands. This article shows how some trendsetting manufacturers have successfully integrated LinkedIn, Facebook and Twitter into their marketing campaigns to drive more traffic to their websites, build brand loyalty and attract new talent.
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Construction Success Story – Creating an employee wellness program
May / June 2015
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 433
Abstract: In this issue’s “Construction Success Story,” we meet a frustrated general contractor who was doing everything he could to run a successful company yet still suffered lackluster profitability. His financial advisor noticed that employee absences and escalating health care costs could be partly to blame. So, together, they looked into creating an employee wellness program.
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Using an IC-DISC to lower taxes
Spring 2015
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 433
Abstract: Manufacturers and distributors who export products should consider the use of an interest charge domestic international sales corporation (IC-DISC) to reduce their tax burden. This article answers some frequently asked questions about this strategy.
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Construction Success Story – Automated marketing optimizes business development
November / December 2014
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 433
Abstract: This issue’s “Construction Success Story” features the owner of a growing electrical contracting company who was feeling increasingly frustrated by the lags between marketing his company’s services, identifying leads and turning those leads into sales. His financial advisor recommended looking into a marketing automation system that would help track, qualify and score leads. This article describes how the two went about working with a marketing consultant and setting a budget to select the right solution.
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Methodologies on trial – Keys to surviving a Daubert challenge
September / October 2014
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 433
Abstract: Valuators often serve as expert witnesses if the parties to a lawsuit can’t agree on the value of a private business interest or economic losses that have been incurred. Before valuators take the stand, they should be prepared to defend their valuation methodologies from what’s commonly referred to as a Daubert challenge (named after a landmark Supreme Court case). This article describes four factors related to the expert’s methodology that judges consider, along with the professional qualifications of the expert.
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Dealer Digest – Is the future of dealer reserve auto financing at risk?
May / June 2014
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 433
Abstract: In this issue, “Dealer Digest” takes a look at the uncertain future of dealer reserve auto financing. It also discusses why, at least in the near term, driverless driving will not likely be the main benefit of driverless cars, and why, with more young buyers entering the automobile market, it might be time for dealerships to overhaul their showrooms — and the way they sell vehicles.
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Ask the Advisor – How should I report rental income?
May / June 2014
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 433
Abstract: Reporting income from rental properties may seem straightforward, but that’s not always the case. The IRS’s definition of rental income, for example, might be broader than property owners realize. Such misunderstandings could prove costly if uncovered by an IRS audit. This article describes several different types of rental income and whether security deposits fall into this category.
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Back to Basics – Beware of M&A rules of thumb
February / March 2014
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 433
Abstract: Lenders often finance mergers and acquisitions, and sometimes after the buyer and seller have agreed on the selling price and terms. But it’s important to always inquire about the due diligence that a buyer has performed. Too often, the parties are eager to close, so they sidestep the formal valuation process. Instead, they may rely on industry rules of thumb to negotiate price. This article describes how such rules can be oversimplified, ambiguous or outdated.
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The Contractor’s Corner – What’s a smart building?
Winter 2014
Newsletter: On-Site
Price: $225.00, Subscriber Price: $157.50
Word count: 433
Abstract: This issue’s “Contractor’s Corner” takes a look at “smart buildings,” which have sensors that gather and track information about the structure’s usage and performance. With this data, owners can better regulate the building’s energy consumption and, ultimately, save money. But this trend isn’t limited to new construction; it’s also in renovations and rehabs. Going forward, this trend will be particularly important for companies that work on design-build projects, where complex technologies are often factored into building plans upfront.
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In the bag: “Willful blindness” defense denied
August / September 2013
Newsletter: Ideas on Intellectual Property Law
Price: $225.00, Subscriber Price: $157.50
Word count: 433
Abstract: After a designer of accessories notified a distributor that the products it was importing were counterfeit, it noticed no change of behavior and subsequently sued. A district court found the defendant liable for willful infringement and awarded damages to the plaintiff. The defendant appealed, but this article explains how its lack of action following its original notification led to the appeals court’s conclusion that the defendant had indeed willfully infringed. Fendi Adele, S.R.L. v. Ashley Reed Trading, Nos. 11-3025-cv (Lead), 11-3027-cv (Con), 11-3058-cv (XAP), Jan. 4, 2013 (2nd Cir.)
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Tax impact of investment strategies
July 2013
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 433
Abstract: Higher 2013 income and capital gains rates and the new 3.8% net investment income tax may cause high-income investors to reexamine their investment strategy. The type of account, taxable or tax-deferred (for example, qualified retirement plan), could affect the investment strategy in a number of ways. This article lists strategies for both tax-deferred and taxable accounts, and notes where to hold fixed-income investments and where to hold equity investments.
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News for Nonprofits – ATRA gives contributors incentives and disincentives
April / May 2013
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 433
Abstract: In this issue, “News for Nonprofits” discusses how the American Taxpayer Relief Act of 2012 (ATRA) affects charitable donors. It notes that, while ATRA may offer some donors a disincentive to give, it should, on balance, be good news for charitable organizations seeking to boost donations.
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Construction Success Story – Housing contractor turns extra work into extra pay
September / October 2011
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 433
Abstract: This issue’s “Construction Success Story” looks at the case of a midsize housing contractor who was barely scraping by, in spite of a relatively healthy roster of jobs. When she visited her financial advisor, she learned of better procedures for documenting extra work and change orders.