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Showing 1–16 of 19 results

  • Covering all the bases – Both your business and estate plan can benefit from a buy-sell agreement

    August / September 2019
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 604

    Abstract: A buy-sell agreement provides for the disposition of each owner’s business interest after a “triggering event,” such as death, disability, divorce, termination of employment or withdrawal from the business. However, to be effective, the agreement must include the appropriate provisions. It also should be part of one’s estate plan if the person has an interest in a family-owned or other closely held business. This article explains the ins and outs of a buy-sell agreement.

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  • Income tax withholding – Examine your withholding allowances today

    July / August 2019
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 604

    Abstract: Even if a person claimed an appropriate number of withholding allowances on Form W-4, there’s no guarantee that the total withholdings will match one’s tax liability for the year. Many people learned this lesson the hard way during the 2018 tax filing season, receiving smaller refunds than expected or even owing the IRS more taxes. This article explains the problem with withholding tables and discusses how to avoid surprises next year.

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  • Valuing your dealership – The importance of EBITDAM and earnings quality

    May / June 2019
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 604

    Abstract: Calculating EBITDAM can significantly affect an auto dealership’s value and potential selling price. This article discusses EBITDAM, along with normalizing and determining the quality of earnings.

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  • Of sound mind – Take steps now to minimize the chance of a contested will after death

    September / October 2016
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 604

    Abstract: Regardless of how harmonious a family may be during one’s life, there’s always a chance that a disgruntled family member may challenge an estate plan after the estate owner’s death. This article defines “undue influence” and details steps to take to avoid undue influence claims.

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  • Worried about challenges to your estate plan? Make it no contest!

    November / December 2014
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 604

    Abstract: No matter how clearly an estate plan communicates the deceased person’s wishes, there’s a chance that one or more family members will become disgruntled over the outcome and challenge the estate plan. One strategy for protecting a plan is to include a “no-contest” clause in the will or revocable trust (or both). This article explains how a “no-contest” clause works and provides alternative strategies that minimize incentives to challenge a plan.

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  • How to make the most of life insurance

    July / August 2014
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 604

    Abstract: Contrary to popular belief, life insurance isn’t always tax-free. But, with careful planning, it’s possible to avoid or minimize negative tax consequences and maximize the amount available for one’s family. This article discusses a couple of ways to get the most out of life insurance: 1) transferring a self-owned policy to an irrevocable life insurance trust (ILIT) and 2) avoiding the “transfer-for-value” rule.

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  • Why your nonprofit needs a social media policy

    Summer 2014
    Newsletter: Nonprofit Observer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 604

    Abstract: Participation in social media (SM) is no longer optional — and can be a boon to organizations that use it wisely. But SM websites may be dangerous when, for example, unsupervised staff members post messages from the nonprofit’s account. This article describes some of the risks involved and suggests guidelines that can help alleviate them.

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  • Tips for businesses that outsource payroll duties

    June 2014
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 604

    Abstract: Though most payroll service bureaus provide very good service, there are, unfortunately, some who do not have their clients’ best interests at heart. And the client is responsible for the service bureau’s errors or omissions. This article offers some steps a company can take to protect itself against unscrupulous service bureaus.

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  • How to ensure your QI is on the up and up

    September / October 2013
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 604

    Abstract: Qualified intermediaries (QIs), which are similar to escrow companies, play an important role in Section 1031 or like-kind exchanges. Unfortunately, however, many states simply don’t pay much attention to the QI industry. That’s why it’s crucial that those exchanging business or investment property thoroughly vet the QI before signing on the dotted line. This article explains how a QI works and what to look for in one when performing due diligence.

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  • Daubert in the courts – Despite challenge, shareholder damages expert prevails

    January / February 2013
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 604

    Abstract: Although the Daubert standard for expert testimony has been around for about 20 years now, many in the legal community don’t seem to understand it very well — at least that’s what a recent district court ruling in a shareholder lawsuit suggests. When the defendant company challenged the qualifications of the shareholder’s valuator on the basis of what they regarded as his deficient legal knowledge and past methodological errors, the Delaware Supreme Court said they were missing the point. This article summarizes the court’s decision

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  • Are you ready to streamline your warehouse?

    Fall 2011
    Newsletter: Manufacturer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 604

    Abstract: A warehouse management system (WMS) can increase efficiency and productivity for distributors, but successfully installing a WMS requires extensive planning and a fair amount of financial resources. This article explains the advantages of a WMS, but also notes that setting up and operating this application is often a complex process that may preclude some distributors from being able to justify the initial, often sizable, investment. A sidebar explains why a business management system can maximize the return on investment in a WMS.

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  • Emerging markets may be key to growing your customer base

    Summer 2011
    Newsletter: Manufacturer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 604

    Abstract: Many developing countries have seen their economies expand in recent years, creating a prime opportunity for manufacturers to expand their customer bases. This article lists options for capturing customers in emerging markets, and discusses the pros and cons of each approach. It also explains steps companies should take in advance of expansion.

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  • Tax tips to help you get the most from your investments

    September / October 2010
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 604

    Abstract: When it’s time to harvest some of the gains produced by an investment strategy, it’s important to understand how capital gains are taxed so as not to lose more than necessary to taxes. This article discusses short- and long-term gains and their different tax impacts, along with how to determine cost basis and how to recognize gains or losses using different tax lots.

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  • How to sell your sale to employees

    October / November 2009
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 604

    Abstract: Just because selling owners are thrilled to have found a good buyer doesn’t mean their employees will greet the news with the same enthusiasm. In fact, there may be negative reactions and even strong resistance. Left unchecked, employee dissatisfaction can depress a deal’s ultimate value — and in extreme cases even cause its collapse. So it’s important to plan how to sell the sale of the company to these critical stakeholders, which includes communicating with candor and introducing high-performing individuals to their new managers so they can initiate a working relationship before the deal closes.

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  • Selling your manufacturing company is possible — even in a down economy

    Fall 2009
    Newsletter: Manufacturer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 604

    Abstract: “We’re just going to wait it out.” In an uncertain economy, this seems to be a business owner’s mantra for everything from hiring freezes to putting off large expenditures. Prudence may be preferable when it comes to some business decisions, but if a manufacturing company owner is considering selling the business, he or she doesn’t have to wait until things pick up. Although some flexibility is necessary, an acceptable price is within reach if one is perceived as a discerning and prepared seller. This article describes the steps to make it possible.

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  • Electronic filing tips for 2009 Form 5500

    October / November 2009
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 604

    Abstract: Beginning with the 2009 plan year, there will be some major changes in Form 5500 filings for retirement, welfare and 403(b) plans. EFAST2 — the Department of Labor’s (DOL’s) second generation ERISA Filing Acceptance System — is expected to be operational beginning Jan. 1, 2010. This article reviews the new program and its requirements.

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