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Showing all 10 results
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Trusts can solve a variety of estate planning issues
March / April 2022
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 511
Abstract: Whether you’re trying to protect your assets from possible creditors, prevent young heirs from wasting their inheritance or minimize current taxes, there’s likely a trust for you. This article looks at a couple different types, including irrevocable and “spendthrift” trusts.
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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)