588

Showing all 10 results

  • Family businesses: Choosing the right exit strategy

    July / August 2020
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 588

    Abstract: There are many different exit strategies for a family business, including transferring it to the younger generation, selling it to the company’s management or to an employee stock ownership plan, or selling it to a third party. This article explores these options and stresses the importance of timing a sale right.

    Read More

  • Stopping cybertheft of plan assets before it happens

    April / May 2020
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 588

    Abstract: Cybertheft of participant accounts always happens to some other plan sponsor — until it doesn’t. Whether or not a company is liable, it’s a disaster waiting to happen. This article reviews a recent lawsuit in its initial phase, Berman v. Estee Lauder Inc., that highlights an unenviable position (assuming the plaintiff’s allegations hold up) — and what a company can do to minimize the chances that it ever will. Berman v. Estee Lauder Inc., No. 3:19-cv-06489 (N.D. Cal. filed Oct. 9, 2019)

    Read More

  • Save income taxes by including nongrantor trusts in your estate plan

    February / March 2020
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 588

    Abstract: Estate planning strategies vary as new rules change the playing field. Now that fewer taxpayers are likely to be subject to federal gift and estate tax, many families are focusing more on income tax strategies in their estate plans. This article discusses one such strategy — including one or more nongrantor trusts to help reduce any negative tax impact of the Tax Cuts and Jobs Act’s (TCJA’s) itemized deduction limitations. The article uses a hypothetical example to show how using a nongrantor trust has the potential to help increase deductions.

    Read More

  • When good employees go bad – Preventing and detecting employee cyberattacks

    November / December 2019
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 588

    Abstract: Dishonest workers can initiate a cyberattack by stealing valuable information from a company’s computer network and using it for personal gain. This article explains how these crimes work, what motivates some employees to steal and ways companies can prevent and detect cyberattacks.

    Read More

  • Sharpening your organization’s accounting function

    October / November 2019
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 588

    Abstract: Nonprofits may be exempt from income tax, but financial and accounting responsibilities still abound: There are budgets to project and results to monitor. There are financial statements to prepare and payroll taxes to collect. And these are only some of the responsibilities that fall under the accounting umbrella. This article questions whether these tasks, and others, are being handled efficiently at nonprofits and offers solutions to improve the accounting function.

    Read More

  • Convertible bonds can provide the best of both worlds

    May / June 2018
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 588

    Abstract: Investors seeking the reduced volatility of traditional bonds, as well as the capital-gains potential of stocks, may want to consider convertible bonds. This article explains how these securities give investors the option to convert debt into stock once the stock reaches a certain price. It also covers the unique risks of convertibles.

    Read More

  • Testing the waters with a CMPO

    October / November 2014
    Newsletter: Public Company Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 588

    Abstract: For public companies looking to raise capital, a confidentially marketed public offering (CMPO) provides several advantages over traditional public offerings. CMPOs can be completed quickly, often within a week or two. And because they’re marketed confidentially, they enable a business to test the waters and even abandon the offering without a significant impact on its stock. This article explains how a CMPO works. Completing the necessary activities in an abbreviated time frame can be difficult, but, for companies that are up to the challenge, the benefits can be substantial.

    Read More

  • Cost segregation studies: A way to get faster write-offs

    March / April 2013
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 588

    Abstract: For years, many business owners have taken advantage of cost segregation studies to help them accelerate depreciation deductions on their properties. These studies identify property components and their costs, thus enabling owners to use shorter lives and faster depreciation rates — resulting in substantial tax savings. This article discusses how cost segregation studies work and how the depreciation rules apply.

    Read More

  • Before walking down the aisle … Consider the benefits of a prenup

    April / May 2011
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 588

    Abstract: Prenuptial agreements are commonly associated with divorce. And while such an agreement provides a couple control over assets in the event of a split, it can also preserve one’s estate by protecting assets from creditors and help ensure the estate is distributed according to the decedent’s wishes. This article explains how both prenuptial and postnuptial agreements may figure into estate planning.

    Read More

  • Practice builders – CDHC: Preparing for it

    Summer 2008
    Newsletter: Rx for Practice Management / Practice Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 588

    Abstract: With new buying power and greater knowledge of their options, patients are seeking high-quality and convenient health care at reasonable prices. The consumer-driven health care (CDHC) trend promises to change not only the way physician practices operate, but also the nature of the physician-patient relationship. This article explains what your patients want as far as consumer information and amenities. Plus, it describes changes you may need to make to your billing and collection processes.

    Read More