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Showing all 11 results

  • Is now the time for some life insurance?

    November 2018
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 477

    Abstract: Many people reach a point in life when buying some life insurance is highly advisable. Once they determine that they need it, the next step is calculating how much they should get and what kind. This article discusses both points.

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  • Deducting business bad debts

    May 2015
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 477

    Abstract: If debt collection is a problem for a business, deducting uncollectible (bad) debts from its tax bill may somewhat lessen the sting of simply writing the debt off its books. This article discusses what constitutes bona fide debt and describes two types of bad debt deductions: business and nonbusiness.

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  • Using the exception – Attorney-client privilege and ERISA fiduciaries

    August / September 2013
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 477

    Abstract: The attorney-client privilege allows an attorney and his or her client to communicate, in writing or electronically, knowing that those confidential communications won’t be released to opposing parties in the event of litigation. But what about when the communications are between an attorney and a qualified retirement plan fiduciary involving the day-to-day administration of an Employee Retirement Income Security Act (ERISA) plan? In this case, there’s an exception to the attorney-client privilege. This article explains the privilege and the exception.

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  • Ask the Advisor – Q. How fast is too fast when selling a company?

    Year End 2012
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 477

    Abstract: There’s nothing more frustrating for business sellers than a deal that’s bogged down in due diligence or negotiations. In many cases, the faster a transaction is completed the better. That said, sellers need to be cautious when a deal seems to be moving too quickly. This column lists some of the warning signs to look out for.

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  • Are alternate estate valuation dates on the way?

    September / October 2012
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 477

    Abstract: The IRS has issued new proposed regulations on the election of alternate valuation dates for estates. If implemented, they could significantly affect the availability of alternate valuation dates when the value of an estate decreases after death. This article discusses Internal Revenue Code Section 2032(a), which allows executors to elect to value an estate on the date that’s six months after the date of death.

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  • Get ready to file – Form 5500 and Schedule SSA updates

    April / May 2011
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 477

    Abstract: Another IRS filing season is looming, and two major changes await those readying to prepare Form 5500 for the 2010 calendar year: 1) EFAST2 and its impact on Form 5500 filing, and 2) the making of Schedule SSA a separate filing from Form 5500. This article looks at each of them.

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  • On-the-job training provides lasting returns

    September / October 2009
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 477

    Abstract: A contractor will benefit clients, employees and itself by providing on-the-job training at every level. Sure, it takes time and money, but not as much as one might think — and the results can mean a more efficient company and bigger profits. Knowledgeable employees work faster and better; in the end, they’ll make the company more money. Plus, an employee who feels valued is more likely to stick around, helping to decrease turnover. But many managers get promoted to leadership positions because they are hard workers and great at their jobs, not because they’re natural or skilled leaders. So it’s important to ease the transition and the learning curve by creating opportunities for new managers to learn from experienced leaders within the company.

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  • Market niche insider – A roadmap for lending to trucking companies

    May / June 2009
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 477

    Abstract: More than 80% of communities rely exclusively on commercial trucks for their delivery of goods, according to the American Trucking Association. A cornerstone of our economy, the trucking industry provides opportunities to lease and finance equipment purchases.

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  • Ask the Advisor – Q. Does my private company need to comply with any SOX provisions?

    Year End 2008
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 477

    Abstract: This column explains how private companies can benefit from adopting Sarbanes-Oxley (SOX) provisions — particularly if they expect their business to be acquired by a public company. SOX adherence makes sellers more attractive to public company buyers, which can result in a higher sale price. Compliance with SOX can also improve a company’s image and reputation with investors, lenders and the public by demonstrating it has nothing to hide.

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  • Who’s afraid of the Big Bad (Housing) Slump?

    July / August 2008
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 477

    Abstract: Anyone who lends to homebuilders knows that residential construction is a cyclical industry. But after years of record profits and double-digit value increases, news of a prolonged housing slump is a hard pill to swallow. So, what’s a builder to do? Many have responded by starting fewer new houses, slashing prices and offering financial incentives, such as free upgrades, seller financing and even new cars at closing. But these solutions — which cannibalize profits — are just a starting point for borrowers hoping to stave off financial crisis.

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  • Take care when choosing IRA beneficiaries

    May / June 2008
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 477

    Abstract: Failing to designate a beneficiary, or choosing the wrong beneficiary, for a traditional IRA can have significant tax implications. Why? Because with traditional IRAs, distributions are taxable. In addition, an IRA’s beneficiary designation affects the speed with which the remaining funds must be distributed after the IRA holder dies. This article explains the consequences of not naming a beneficiary.

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