639

Showing 1–16 of 25 results

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More