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Showing 1–16 of 24 results
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QTIP trust – Strange name, powerful trust
August / September 2022
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 645
Abstract: A qualified terminable interest property (QTIP) trust is an odd sounding name for an estate planning technique. Nevertheless, it can be a valuable strategy, especially for someone who’s currently in a second marriage. Essentially, this trust provides future security for both a surviving spouse and children from a prior marriage, while retaining estate planning flexibility. This article details the ins and outs of a QTIP trust.
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Is outsourcing right for your practice?
Fall 2021
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 645
Abstract: In a rapidly changing health care climate, it pays to put all options on the table when considering improvements to a medical practice. Some of the ways practitioners traditionally have done business may be holding the practice back. This article suggests physicians might want to consider outsourcing some activities to ensure their practices continue to thrive.
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Why two-tier partnership structures are the right solution
Winter 2018
Newsletter: Law Firm Management
Price: $225.00, Subscriber Price: $157.50
Word count: 645
Abstract: With many law firms’ high-performance expectations, demanding workload and long hours, some of today’s lawyers are “opting out,” searching for a better work/life balance. The partnership track isn’t the lure it once was. But firms may be turning away profitable legal talent if they phase out associates who don’t fit the partnership track. This article highlights the benefits of a two-tier system of equity and nonequity partners.
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Unmarried couples must consider alternative planning strategies
September / October 2017
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 645
Abstract: Unmarried couples face many of the same estate planning concerns as married couples. However, married couples can use more advantageous estate planning strategies than unmarried couples. What this means is that unmarried couples must engage in special planning to ensure that their decisions regarding asset distribution and health care are carried out per their wishes. This article details estate planning strategies available to unmarried couples.
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Getting your brand mix right – Adding or swapping a franchise requires due diligence
Spring 2017
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 645
Abstract: When a dealer-owner is in the market for an acquisition, he or she can apply for a new franchise or take over an existing one. But adding a franchise to expand a dealership’s sales base is a decision that shouldn’t be made hastily. This article discusses brand selection, compatibility, manufacturer buy-in, and licenses and loans.
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8 questions to ask before opening a second location
Year End 2016
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 645
Abstract: Before opening a second location, it’s wise to ask some key questions to get a better sense of whether that new location will actually be successful. Issues to address include how well your current location is performing and how expansion might affect business at both locations. The article notes the importance of duplicating the people and processes that are keeping the current location running smoothly — and profitably.
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8 business insurance policies that every physician should consider
Spring 2016
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 645
Abstract: Physician practices face not only clinical and financial risks, but also business ones. Fortunately, insurance can mitigate many of these risks. This article discusses eight insurance policies that are a must for physicians and their practices, such as human resource malpractice insurance and employee theft.
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Ensure your company’s secrets remain that way
October / November 2015
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 645
Abstract: Several solutions are available for keeping private information from falling into the wrong hands during the M&A process. This article discusses two — the nondisclosure agreement (NDA) and the “clean team.” NDAs are used in most deals and provide the foundation for a transaction’s successful execution. Clean teams are less common, but these neutral third parties can facilitate the sharing of sensitive information.
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A badge of honor – Monitor online sites to defend your dealership’s reputation
May / June 2014
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 645
Abstract: For dealers who don’t know what’s being said about them on online dealership review sites — or don’t have a strategy in place to quickly combat unfair reviews or appease disgruntled customers who have a legitimate beef — this article should serve as a wake-up call. It explains the threat from negative reviews, whether fair or unfair, and how a dealership should respond.
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Build your competitive intelligence with benchmarking
May / June 2014
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 645
Abstract: Competitive intelligence is not “corporate espionage,” but a process of legally and ethically gathering relevant data on competitors. And construction companies can go about doing so in a variety of ways. This article explains how to start with benchmarking, the kinds of metrics that can be tracked and how to analyze the results.
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The give and take of earnouts
January / February 2014
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 645
Abstract: In a business acquisition, the buyer and seller may have difficulty reaching agreement on the business’s value. To avoid a tug of war, both parties may benefit from an earnout provision requiring the buyer to make future payments to the seller. This article points out the components of a typical earnout provision, including a quantitative formula to determine how much is to be paid if the business reaches a specific financial target, and when, and how many, payments are to be made. The article concludes that an earnout provision can bridge the valuation gap and ensure the deal will be beneficial for both parties.
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Using financed net gifts to reduce taxes
March / April 2013
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 645
Abstract: Those who have used up their lifetime gift tax exemption may want to consider other wealth transfer techniques. One that’s often overlooked is the financed net gift, in which the recipient of the gift agrees to pay the gift tax, financed by a loan from the donor. This article shows how a net gift saves taxes, and how a financed net gift can preserve the full value of the gifted assets.
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Appraisal rights action has broad implications
Spring 2013
Newsletter: Expert / Valuation & Litigation Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 645
Abstract: This article discusses a court case that provides insight into how to value common stock in a going-private transaction. The primary discrepancy between the parties’ experts was whether to subtract a liquidation preference from the value of equity before allocating value to common shares. The court ruled not only on the dissenting shareholders’ arguments, but also on several other noteworthy valuation matters — in a way that demonstrated its disdain for what it considered subjective, speculative and academically inferior analyses of fair value. In Re: Appraisal of Orchard Enterprises, Inc., WL 2923305, July 18, 2012 (Delaware Court of Chancery).
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Why companies need unscheduled fraud audits
May / June 2012
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 645
Abstract: Because regularly scheduled audits give cheating employees time to hide their crimes, auditors typically don’t find occupational fraud schemes. That’s where unscheduled fraud audits come in. This article explains fraud detection methods and how surprise audits can both detect and deter employee theft.
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Protecting trust assets when a beneficiary is also a trustee
March / April 2012
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 645
Abstract: From an asset protection standpoint, generally it’s best to appoint an independent, professional trustee. But in some cases it’s desirable to name the trust’s primary beneficiary as trustee. This article explains why, but then goes on to describe ways to maximize a trust’s creditor protection, in order to help protect assets from a beneficiary’s potential mismanagement of the trust.
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When a debt purchase is your best — or only — option
April / May 2011
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 645
Abstract: Financial institutions wanting to remove distressed loans from their balance sheet may sell the debt to corporate buyers. Buyers, in turn, can use such purchases to gain majority control of distressed businesses — essentially making “backdoor” acquisitions. This article describes the process and tells buyers what they must do to make a debt purchase work.