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Showing 17–26 of 26 results

  • Business plans can provide vital information on your borrowers

    Winter 2015
    Newsletter: Community Banking Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 572

    Abstract: Business plans provide investors and lenders with an assessment of a business’s current operations, as well as its game plan for the future. They can help lenders gauge whether a borrowers’ business goals are doable. This article lists six components of a complete plan and explains how lenders can make use of the information these components provide to assess whether a borrower’s plan appears realistic.

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  • More than money: Customer-smart invoicing

    Spring 2014
    Newsletter: On-Site

    Price: $225.00, Subscriber Price: $157.50

    Word count: 572

    Abstract: Sending customers an invoice and receiving their payment sounds simple. But the process can be so much more — it can be an opportunity to improve business relationships and gather useful data. It’s called “customer-smart invoicing,” and it’s about more than just money. This article examines the two basic concepts underlying customer-smart invoicing: communication and information.

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  • Restricted gifts call for careful handling

    February / March 2014
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 572

    Abstract: No nonprofit likes to say “no” to a donation, but doing just that might spare it legal trouble and many hours of negotiations. This article looks at a couple of situations in which a nonprofit’s refusal to abide by the terms of a restricted donation resulted in a lawsuit. The article suggests having a gift acceptance policy to help determine whether a restricted gift should be accepted in the first place, and lists considerations the policy should address.

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  • Minimizing the 3.8% net investment income tax

    December 2013
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 572

    Abstract: Originating as a component of 2010 health care legislation and first effective in 2013, the 3.8% net investment income tax (3.8% NIIT) is assessed on the lesser of net investment income (NII) or modified adjusted gross income (MAGI) above specific thresholds. Thus, planning strategies to reduce the surtax will only be effective if they target the applicable exposure point. This article shows how to reduce AGI and NII, while offering longer-term strategies to reduce exposure to the 3.8% NIIT.

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  • Residency issues for retirees

    April 2013
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 572

    Abstract: With 10,000 baby boomers turning 65 each day, some may decide to move to another state for a variety of reasons. If the retiree’s move is intended to be permanent, it is important that legal domicile be established in the new state. If not, the retiree may be subject to income tax as a resident of both the old and new states, and both states may claim jurisdiction over the retiree’s estate. This article lists the steps that tend to establish domicile in a new state.

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  • Determine the right size for your sales staff

    September / October 2012
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 572

    Abstract: Recent months have been strong for car sales, so many dealers may be considering a sales staff expansion. But how does a dealer know the right size for his or her store? This article explains that there are a number of steps to take to reach the optimal sales staffing level. It includes determining monthly gross profit per employee, while also keeping in mind planning for variability in staffing needs.

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  • Poking holes in your damages case – Critiquing expert can help avoid disaste

    May / June 2011
    Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 572

    Abstract: No matter how thoroughly a company prepares, it can be difficult for it to recognize weaknesses or errors in its expert’s report. Even if it has a firm grasp of the concepts on which the expert will testify, both the company and the expert may be too close to the case to evaluate it objectively. This article explains that, when large sums are at stake, an independent “critiquing” expert can ensure the expert’s report will withstand adversarial scrutiny. It looks at what’s involved and how to choose a critiquing expert.

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  • The subprime market – How credit-challenged borrowers can help you

    Spring 2009
    Newsletter: Auto Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 572

    Abstract: In the wake of the credit crisis, lenders are gun-shy. Finding affordable credit can be especially challenging for consumers with credit scores below 550. But the below-subprime market is the fastest growing credit tier, according to finance research group Experian Automotive. Dealers can help them close the deal with creative financing alternatives. Those who are willing to work with credit-challenged customers stand to create a win-win solution on both sides of the transaction.

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  • Court delivers another lesson on FLP structuring

    September / October 2008
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 572

    Abstract: This article summarizes the most recent important court ruling on FLPs. The court, in Bigelow v. Commissioner, found that the decedent’s gross estate must include the full fair market value of property that had been transferred to the FLP. This ruling reinforces the notion that, when it comes to FLPs, substance is more important than form.

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  • Why your company needs a travel policy

    April / May 2008
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 572

    Abstract: If your employees travel regularly for business, it’s important to develop a written travel policy. A well-designed policy has many benefits: It provides employees with guidance on appropriate business spending, helps you control your travel costs, and ensures that you have the documentation needed to support income tax deductions and withholding and payroll tax exclusions. This article explains how to develop a travel policy for your employees. A sidebar delves into the subject of per diems. (Updated 4/4/12)

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