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Showing 1–16 of 23 results

  • Viewing your lender as a business partner

    Winter 2020
    Newsletter: On-Site

    Price: $225.00, Subscriber Price: $157.50

    Word count: 672

    Abstract: It’s easy for contractors to get intimidated when applying for a business loan. One way to lower the stress level is to view lenders as partners rather than gatekeepers. This article explains why construction companies should articulate a clear rationale for a loan, shop around for a good provider and know the financial metrics that drive lending decisions.

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  • Viewing your lender as a business partner

    January / February 2020
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 672

    Abstract: It’s easy for contractors to get intimidated when applying for a business loan. One way to lower the stress level is to view lenders as partners rather than gatekeepers. This article explains why construction companies should articulate a clear rationale for a loan, shop around for a good provider and know the financial metrics that drive lending decisions.

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  • LLCs: How limited is your liability?

    November / December 2019
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 672

    Abstract: Many real estate investors hold title to their investment properties through a limited liability company (LLC). While LLC rules vary by state, this structure protects real estate investors from personal liability beyond the member’s equity investment. An LLC’s administration is fairly uncomplicated, and it offers potential tax benefits. However, this article reminds readers that liability protection under an LLC isn’t unlimited, and the Tax Cuts and Jobs Act (TCJA) made both positive and negative changes to the tax rules that affect LLCs.

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  • Close-up on goodwill in divorce cases

    May / June 2019
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 672

    Abstract: When divorcing spouses own a private business interest, it complicates the settlement process. In general, the business needs to be valued and then included — either entirely or partially, depending on state law and legal precedent — in the marital estate. For some businesses, goodwill can provide significant value. This article summarizes different ways goodwill may be handled in divorce cases across the United States.

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  • Close-up on goodwill in divorce cases

    May / June 2019
    Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 672

    Abstract: When divorcing spouses own a private business interest, it complicates the settlement process. In general, the business needs to be valued and then included — either entirely or partially, depending on state law and legal precedent — in the marital estate. For some businesses, goodwill can provide significant value. This article summarizes different ways goodwill may be handled in divorce cases across the United States.

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  • How tax-advantaged health plans contribute to your financial well-being

    March / April 2019
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 672

    Abstract: This article explains the differences between Flexible Spending Arrangements (FSAs), Health Reimbursement Arrangements (HRAs) and Health Savings Accounts (HSAs). Depending on factors such as health, the employer, and tax exposure, one of these medical expense accounts may be a better fit for employees than the others.

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  • M&As aren’t personal — don’t let them become so

    Year End 2017
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 672

    Abstract: Although personal dislikes and disagreements between buyers and sellers shouldn’t prevent otherwise viable M&A deals from going forward, they can if the parties aren’t careful. As this article argues, mergers can be emotional. So it’s critical, particularly for selling owners, to remain as objective as possible and rely on their professional advisors.

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  • Can you increase noninterest income?

    Fall 2017
    Newsletter: Community Banking Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 672

    Abstract: Interest income is essential to a community bank’s livelihood, but it doesn’t always meet desired goals. So identifying, and developing, noninterest income sources can make all the difference in a bank’s profitability over time. This article offers some steps for boosting noninterest income, including identifying sources, improving collection procedures and staying on top of the competition. The article notes that banks need to pinpoint specific tactics and determine the best plan for their particular circumstances.

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  • Should you trim the tree? How to evaluate and improve branch performance

    Summer 2017
    Newsletter: Community Banking Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 672

    Abstract: Banks need to monitor and evaluate branches on an ongoing basis to ensure they continue to perform well and are contributing to the overall health of the bank. This article discusses several approaches a bank can use to analyze branch performance. It suggests that ongoing monitoring and evaluation can lead to more informed decisions about whether to reduce expenses by closing a branch — or develop new products and services the branch can offer to better serve customers.

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  • Using an earnout provision to advance a store purchase

    July / August 2016
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 672

    Abstract: Buying or selling a dealership may be the largest financial transaction an auto dealer owner will ever make, and so it’s stressful. When the dealer is nowhere near settling on the purchase price with an interested buyer (or seller), the situation can become frustrating and even disappointing. This article explains how earnout provisions work and how they might be able to help close the deal.

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  • Smoothing the ups and downs – Help protect your portfolio against market volatility

    November / December 2014
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 672

    Abstract: Financial advisors warn inexperienced investors of the possibility of stock market volatility, yet when the going gets rough, some react irrationally and begin selling when it isn’t warranted. This article explains how seasoned investors use such tools as the Volatility Index (VIX) to better understand risk and provides strategies designed to lessen the effects of volatility on an investment portfolio.

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  • Buyer beware – Acquiring the stock of C corporations can be hazardous

    September / October 2014
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 672

    Abstract: Some buyers acquire properties outright, while others choose a less-advantageous acquisition method by acquiring C corporation stock that holds the property as its primary asset. This article explains that those who select the latter route should understand that they could encounter some tax pitfalls and legal complications.

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  • Disaster planning: Not just for businesses anymore

    June / July 2013
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 672

    Abstract: Disaster planning isn’t just for businesses anymore. Individuals have as much — if not more — to lose from a calamity than a company. This article offers some general guidelines to consider when putting together or reinforcing a personal disaster plan. It discusses insurance policies, backup of physical and digital data, and having a ready supply of cash and physical goods.

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  • Keep your wits about you with a crisis management plan

    May / June 2013
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 672

    Abstract: Just about any contractor will probably be able to relate a tale of a local disaster — such as a fire at a refueling station, a crane collapse on a jobsite or a temporary wall tumbling over in high winds. This is why it’s essential that every construction company have a crisis management plan in place. This article explains how to identify potential disasters, pick the right people to administer a plan, and deal with employees following a disaster.

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  • Envision your firm’s future with a strategic plan

    Summer 2012
    Newsletter: Law Firm Management

    Price: $225.00, Subscriber Price: $157.50

    Word count: 672

    Abstract: As this article discusses, strategic plans enable law firms to focus on their ability to get more and better work from paying clients; pinpoint opportunities within the market; identify potential obstacles to growth; and decide what internal changes are necessary so that the firm can adapt to a constantly evolving legal market. Some of the planning tools available to firms undertaking strategic planning are covered.

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  • Ease on down the road – 5 tips for making your audit less stressful

    Fall 2011
    Newsletter: Profitable Solutions for Nonprofits

    Price: $225.00, Subscriber Price: $157.50

    Word count: 672

    Abstract: This article offers five tips a nonprofit can use to make the audit experience run more smoothly for itself and its auditors. They involve being ready with the information; having realistic expectations of what the auditor will and will not do; minimizing risks throughout the year; being prepared to deal with any control deficiencies; and talking with the auditor on a regular basis, not just at audit time.

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