433

Showing 17–32 of 40 results

  • 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.

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