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Showing 17–28 of 28 results
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Watch out for GST taxes
May / June 2015
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 634
Abstract: The GST tax is a flat 40% tax on asset transfers to “skip persons.” It’s in addition to gift and estate taxes, so it can take a significant bite out of a person’s hard-earned wealth. This article explains which types of transfers are taxable and discusses automatic allocation tax traps.
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How long is too long? Delayed lawsuit filing preempts infringement claim
April / May 2015
Newsletter: Ideas on Intellectual Property Law
Price: $225.00, Subscriber Price: $157.50
Word count: 634
Abstract: Those who believe they’ve been the victim of patent infringement shouldn’t delay filing a claim. By waiting too long, an accused infringer may be able to build a defense called “laches” — which may lead to the claim’s dismissal. This article describes a case in which this very circumstance came to pass. SCA Hygiene Prods. AB v. First Quality Baby Prods., No. 2013-1564, Dec. 17, 2014 (Fed. Cir.)
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Family business planning – Handing the torch to the next generation
February / March 2015
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 634
Abstract: Every family business must transition control to the next generation someday. But will the next leader be another family member — or is there a better choice outside the family circle? Successful succession plans don’t happen overnight. They take years (or even decades) of preparation, mentoring and training. This article addresses such issues as determining a successor, dividing up control and assets, and assembling an advisory team.
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Will your estate plan benefit from a trust protector?
Year End 2014
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 634
Abstract: Even though one may appoint a trustee to oversee distribution of a trust’s assets, it’s possible to go a step further by appointing a trust protector. This person will serve as an overseer of the trustee’s actions. Taking this step can also provide peace of mind because the trust protector has the power to alter the trust in light of changing family situations or tax laws. This article discusses the powers that can be assigned to a trust protector and how to choose the best candidate.
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Teach borrowers to build higher business credit scores
Year End 2014
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 634
Abstract: Many private business owners underestimate the importance of establishing strong business credit early on — and are surprised when they don’t qualify for affordable financing when they eventually need it. Lenders are often the bearers of this bad news. This article can help you explain to borrowers why it’s important to gradually establish business credit and how they can improve their ratings.
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Look who tops the 2014 fraud list
Fall 2014
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 634
Abstract: Manufacturing is among the top three sectors that reported fraud cases in the latest biennial study by the Association of Certified Fraud Examiners (ACFE). The median fraud loss was $250,000, and manufacturers are particularly susceptible to schemes involving billing, corruption and noncash theft. But this article lists the top 10 of what the study deems to be the most effective control measures to prevent fraud.
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8 steps to implementing ICD-10 in your practice
Spring 2014
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 634
Abstract: The original compliance date for implementing ICD-10-CM and ICD-10-PCS has now been revised to Oct. 1, 2014, but there won’t be any more grace periods or extensions. Physicians who don’t act now will likely encounter higher eventual costs and disruption of the practice’s revenue cycle. This article offers eight steps toward avoiding those dire consequences.
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Hidden messages in your financial statements – Ratio analysis and industry benchmarking provide added insight
Spring 2014
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 634
Abstract: By themselves, financial statements provide limited insight into a manufacturer’s performance. To get a clearer picture of what’s really happening requires a relevant basis of comparison. Financial ratios and industry benchmarks provide management with the tools to identify strengths and weaknesses. This article looks at a number of specific ratios that can serve manufacturers and notes several sources of benchmarking tools.
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Thanks, Grandma and Grandpa! 3 estate-planning-friendly strategies to pay for a grandchild’s college education
February / March 2014
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 634
Abstract: It’s no secret that the cost of a college education continues to soar. But this article offers three options to help one’s grandchildren deal with this burden while saving gift and estate taxes: direct tuition payments to the educational institution, grantor and Crummey trusts, and a Section 2503(c) minor’s trust.
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Avoid probate to keep your estate private
September / October 2013
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 634
Abstract: Circumventing the probate process is usually a good idea, because its public nature can lead to family disputes over asset distribution. But it’s possible to keep much (or even all) of an estate out of the probate process (and the public eye) by using the right estate planning techniques. This article describes several tools to avoid (or minimize) probate, but explains that, for larger, more complicated estates, a living trust (also commonly called a “revocable” trust) generally is the most effective tool.
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Staffing levels – Sizing up your sales team
Spring 2011
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 634
Abstract: NADA predicts double-digit percentage gains for new vehicle sales in the United States in 2011. But it’s important that dealerships be prepared to handle the 11% or more additional business that is expected to walk through their doors or make online inquiries. This article offers tips to help determine the appropriate size of staff, taking into account vacations or other absences and the inevitable peaks and valleys of floor traffic.
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Are you ready for 5D modeling? High-tech estimating software looks promising
January / February 2009
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 634
Abstract: Margins are typically razor thin in the construction industry, and it’s important that estimators and project managers have every possible advantage. The newest generation of design technology, 5D, may be the advantage they need to keep jobs in the black. This article takes a closer look at this promising new kind of software.