445

Showing all 12 results

  • For richer, for poorer – Factoring valuation into premarital agreements

    November / December 2018
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 445

    Abstract: Roughly half of U.S. marriages end in divorce. So, many people enter into premarital agreements before they tie the knot. This article describes why it can be risky for couples to cut corners on hiring a valuation expert to help draft the agreement, especially if one of the parties owns a business.

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  • Swiderski Equipment v. Swiderski – Courts demand clear valuation reports

    July / August 2018
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 445

    Abstract: Vague business valuation reports can be confusing and prolong commercial litigation. This article summarizes a recent Wisconsin Court of Appeals case where the court excluded an expert’s business valuation report for being ambiguous on several key points. Swiderski Equipment, Inc. and Alex K. Swiderski v. James Swiderski, 374 Wis.2d 438, No. 2016AP700, Wis. App., February 14, 2017

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  • Construction Success Story – Contractor gets crackin’ on better WIP reports

    January / February 2018
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 445

    Abstract: This issue’s “Construction Success Story” features a commercial HVAC contractor who was consistently experiencing cash-flow problems as his jobs neared completion. He sat down with his CPA, who told him he needed to update his work in progress reports and make better use of them.

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  • The Contractor’s Corner – How can I get paid on time, more of the time?

    Winter 2016
    Newsletter: On-Site

    Price: $225.00, Subscriber Price: $157.50

    Word count: 445

    Abstract: This issue’s “Contractor’s Corner” answers a query about a problem common to many construction companies — collecting timely payments from project owners. As the article explains, sometimes contractors need to subtly change how they conduct business to incorporate more effective collection measures.

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  • Tax Tips – Beware the passive foreign investment company

    November / December 2015
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 445

    Abstract: This issue’s “Tax Tips” provides information on passive foreign investment companies, how to deal with concentrated stock positions, and a Ninth U.S. Circuit Court of Appeals ruling that the mortgage interest deduction limit applies on a per-taxpayer basis, reversing a 2012 Tax Court decision.

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  • Practical Perspectives: Key financial issues for you and your family – Claiming a federal tax deduction for moving costs

    June / July 2015
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 445

    Abstract: In this issue’s “Practical Perspectives,” we meet Patti and John. Because of a big job promotion offered by Patti’s employer, the married couple is planning a major cross-country move. Before loading up the truck, however, they sat down with their financial advisor to discuss whether they could claim a federal tax deduction for any of their moving costs.

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  • Practical Perspectives: Key financial issues for you and your family – Deducting travel expenses when giving to charity

    Year End 2014
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 445

    Abstract: This issue’s “Practical Perspectives” discusses the case of “Jorge,” a carpenter who likes to travel to help charitable organizations rebuild low-income and disaster-stricken areas. He’s always shrugged off the opportunity to deduct travel costs, but, now that he’s married with a child on the way, his wife has made it clear that every dollar counts. So he visits his tax advisor and learns which costs are deductible and which aren’t.

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  • Construction Success Story – Applying the latest technology to mobile project management

    July / August 2014
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 445

    Abstract: In this issue’s “Construction Success Story,” a midsize telecommunications contractor has learned that the right mobile project management tools mean a lot more than increased convenience. The construction business bought tablets that used apps to replace multiple pieces of equipment such as laptops, clipboards and training manuals. It then used a connectivity app to install project management software companywide. These initiatives dramatically increased morale, along with growth. And, by working with its financial advisor to execute a careful purchase process, the company was able to preserve its cash flow and claim valuable tax breaks for the tablets.

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  • Choose your audience carefully in mass mailing campaigns

    Spring 2008
    Newsletter: Auto Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 445

    Abstract: Back when Henry Ford was producing automobiles, he saw all of America as his market — every family across the country needed a Tin Lizzie. Although marketers today know that this mindset isn’t cost effective, one thing hasn’t changed from Ford’s time: A promotional campaign using the U.S. Postal Service is still an effective way to deliver your message. (Updated 11/30/12)

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  • Postnups offer couples a smoother road in a fragile economy

    Summer 2010
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 445

    Abstract: When people see the words “nuptial” and “agreement” used together, they may immediately think of prenuptial agreements — or “prenups.” But many couples may benefit from a postnuptial agreement. Even in states where postnups aren’t legally recognized, couples can still create informal agreements for the purpose of clarifying their respective wishes and responsibilities. Postnups aren’t without risks, but they can help couples avoid protracted and expensive divorce proceedings.

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  • Moneylines: News Briefs for Businesses

    October / November 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 445

    Abstract: This issue’s “Moneylines” looks at tax breaks available only in 2009; how companies with defined-benefit plans are suspending 401(k) matches; the prevalence of intentional and unintentional software piracy within companies; and why it may be helpful to check with one’s banker about the coming year’s credit market and what one can do to maintain their own good standing.

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  • Keeping staff in a down economy

    Spring 2009
    Newsletter: Auto Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 445

    Abstract: A successful dealership is a team of individuals that work together to score sales. Yet, in a down economy, having too big of a team could be untenable. Then again, losing key players could cost you as well. The trick is finding the right balance. If pay raises are not an option right now, other means of retaining key employees may include flextime, training and incentive programs.

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