511

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  • A silver lining – Current conditions are favorable for cost-effective wealth transfers

    July / August 2020
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 511

    Abstract: The ongoing novel coronavirus (COVID-19) pandemic has taken a terrible toll on the economy. But the current low-interest-rate environment coupled with depressed asset values means that now may be a good time to transfer wealth to a person’s children and grandchildren. This article details the benefits of making gifts during the current economic conditions.

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  • Tax tip: Miscellaneous expenses can add up

    March / April 2016
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 511

    Abstract: Expenses in the miscellaneous category are a mix of items that don’t fit elsewhere on a federal tax return. As this article explains, to deduct them, they must add up to more than 2% of the taxpayer’s adjusted gross income or none can be deducted. The article also talks about a second category of miscellaneous expenses that aren’t subject to the 2% rule.

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  • Get your deal off to a good start with a letter of intent

    April / May 2013
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 511

    Abstract: Although it isn’t mandatory, a letter of intent (LOI) can help facilitate a smoother M&A transaction. These documents are drafted before the due diligence and negotiation stages and set forth the principal points of a merger, define critical terms and even resolve potentially contentious issues. This article discusses both the binding and nonbinding LOI provisions.

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  • Building your construction company’s online reputation

    Fall 2012
    Newsletter: On-Site

    Price: $225.00, Subscriber Price: $157.50

    Word count: 511

    Abstract: Every type of business today has to deal with the Internet, and construction companies are no exception. They not only need to protect their online reputation — they need to build it, as well. This article shows where to look to find customer reviews, and how to respond if they’re negative. It also explains how to upgrade a website and take advantage of social media.

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  • Ask the Advisor — How can I ensure my joint venture will be successful?

    September / October 2012
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 511

    Abstract: At a time when securing bank financing is a bit “iffy,” forming a joint real estate venture could be the best answer for getting a project off the ground. But it’s important to prepare for the bumps that may occur along the way. This article explains the concept of a joint venture and how a capital call provision in the operating agreement offers some certainty and can reduce the costs and tensions associated with obtaining additional capital.

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  • 4 approaches to enhanced auditors’ reports

    Year End 2011
    Newsletter: Public Company Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 511

    Abstract: The Public Company Accounting Oversight Board (PCAOB) recently issued a concept release seeking feedback on potential enhancements to auditors’ reports on public companies’ financial statements. The Board undertook this project in response to investor demand for audit reports that provide greater transparency and relevance to investors and other financial statement users. This article discusses the four potential approaches for achieving this goal that are outlined in the release.

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  • Ignorance isn’t bliss for employer in FMLA lawsuit

    January / February 2010
    Newsletter: Employment Law Briefing

    Price: $225.00, Subscriber Price: $157.50

    Word count: 511

    Abstract: The Family and Medical Leave Act (FMLA) was passed into law to allow employees to take unpaid leave when facing a serious health crisis. But when a supervisor is ignorant of its protections, a lawsuit can result, as one company discovered. An employee who had taken six weeks of FMLA leave was dismissed by her supervisor. During the proceedings, the court found the employer’s claims of poor performance unconvincing in light of their previous appraisals, and her supervisor admitted he’d had no prior knowledge of FMLA requirements.

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  • Tax Tips – A boost for small business stock – Tax law changes that improve your cash flow – Checking out the manufacturers’ deduction – Consider generation-skipping trusts

    July / August 2009
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 511

    Abstract: This article briefly looks at small business stock, strategies to enhance cash flow, the domestic production activities deduction, and generation-skipping and dynasty trusts.

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  • On the move – What to consider before relocating

    Spring 2008
    Newsletter: Manufacturer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 511

    Abstract: Selecting a new location for a manufacturing company can require months of analysis. Owners must consider operational, financial and logistical implications before making a final decision. This article details all aspects of a relocation plan. (Updated 5/30/12)

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