639
Showing 1–16 of 25 results
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Is your plan’s matching contribution formula delivering results?
June / July 2021
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 639
Abstract: Offering matching contributions under a 401(k) plan can serve two purposes: 1) provide a valuable benefit to employees and 2) encourage plan participants to play a meaningful role in preparing for their own retirements. The trick is to do both in a way that’s affordable both to the employer and employees. This article discusses how plan sponsors may perform that balancing act.
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Applying for construction loans today
May / June 2021
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 639
Abstract: As the economy recovers from the COVID-19 pandemic, real estate investors and developers may need construction loans. This article provides an overview of the financial and nonfinancial information that lenders will consider as they evaluate loan applications.
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Is it time to review your beneficiary designations?
May / June 2021
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 639
Abstract: A will or revocable trust may form the core of an estate plan, but for most people, a substantial amount of wealth bypasses these traditional estate planning tools and is transferred to their loved ones through beneficiary designations. This article explores the reasons why it’s critical to periodically review beneficiary designations.
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How focusing on quality can allow you to raise rates
Winter 2020
Newsletter: Law Firm Management
Price: $225.00, Subscriber Price: $157.50
Word count: 639
Abstract: When was the last time your firm raised its rates? Are you afraid to do so, believing it will provide clients with an incentive to shop around for lower-cost legal representation? While raising rates can be a risky proposition in a competitive legal market, this article examines how clear communications to your clients about your quality of services is a safe bet when raising rates.
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Divorcing? Revise your estate plan
September / October 2019
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 639
Abstract: Divorce requires individuals to attend to several important estate planning items. This article explains what the law says about ex-spouses’ rights under wills and trusts and how the soon-to-be divorced should act to protect their own interests and those of their children. It recommends several types of trusts for this purpose.
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Using nongrantor trusts to bypass SALT deduction limit
January / February 2019
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 639
Abstract: For those living in high-tax states, a nongrantor trust can be used to soften the blow of the new $10,000 federal limit on state and local tax (SALT) deductions. This article explains how a nongrantor trust works.
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Thinking long term – Don’t overlook long-term care planning
Year End 2018
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 639
Abstract: An illness that requires long-term care (LTC) can quickly deplete one’s savings and derail an estate plan. Thus, LTC planning is a critical part of estate planning. This article explains why LTC insurance is an important part of the planning process.
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Business valuations: A learning process
Summer 2017
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 639
Abstract: A professional business valuation can serve many purposes beyond being a necessary step when a business owner is ready to sell the business. This article explores some of the benefits: from being better able to secure financing to gaining a better understanding of the company. And, undeniably, a valuation can better prepare the business for salability.
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Share your expertise: Partner with your community
Summer 2017
Newsletter: Healthcare Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 639
Abstract: Partnering with local employers to help provide health-based services can generate significant benefits over time for both the hospital and the community. A hospital can offer local businesses a track record of accomplishment, diversity and flexibility of services, and certified expertise. This article suggests some steps a hospital can take to share its medical expertise and establish itself and its physicians as the health care “providers of choice” for local employers and their workforces. In turn, the hospital’s resources can help improve employee health — and the companies’ bottom lines.
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Reducing risk – A collar may fit your deal to a “T”
February / March 2017
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 639
Abstract: A collar sets floors and caps on the stock portion of an acquisition’s price, giving both parties to a deal some assurance that it will retain its value. This article defines the two major types of collars and explains how exchange ratios help limit M&A risk.
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Bad debt – It may be “bad,” but you still need to know how to account for it
Fall 2016
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 639
Abstract: If it eventually becomes clear that a business customer either can’t or won’t pay an invoice, this results in a business bad debt. This article discusses exactly what defines a “bad debt” and how to account for bad debt write-offs, using either the direct or allowance accounting method.
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Investor vs. dealer – Understanding the difference is key
May / June 2015
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 639
Abstract: Knowing whether you’re an investor or a dealer in the world of real estate is critical. Why? Because the way the IRS treats you could have a significant impact on your tax liability. This article shows why there’s a fine distinction between the two.
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Protecting your real estate assets
August / September 2014
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 639
Abstract: When preparing an estate plan, asset protection for real estate is particularly challenging, because it’s the only asset that can’t be moved. Gifting it is one option, but this leaves the property exposed to creditors. This article discusses three strategies for protecting a home against creditors: tenancy by the entirety, homestead exemptions, and a qualified personal residence trust (QPRT). It also looks at protecting business and investment real estate.
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Small tools, big deal: Accountable reimbursement plans
July / August 2014
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 639
Abstract: Contractors typically consider creating an “accountable” plan for reimbursing employees for their small tools purchases. Although the dollar amounts of these items may be relatively miniscule, getting an accountable plan right is a big deal come tax time. This article discusses the criteria for establishing an accountable plan, along with recent IRS guidance.
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Déjà vu deal: What to do when a buyer comes knocking again
Year End 2013
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 639
Abstract: Turning away a former prospective buyer without first considering the new offer can be foolhardy. Such buyers are likely to have learned from their mistakes and may be more focused and committed to making the deal work the second time around. This article explains what owners should consider when deciding whether to give a buyer a second chance.
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Lenders can help with a changing of the guard
October / November 2013
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 639
Abstract: At some point every business outgrows its first-generation entrepreneurs. In order to recognize when it’s time to upgrade management, lenders need to visit the borrower’s premises to get acquainted with the people behind the numbers. Should a family member take over the reins, or would the company be better off with someone else — an internal person, or someone from the outside? As this article explains, lenders and accountants can introduce borrowers to their networks of business contacts and render sound advice.