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Showing 1–16 of 26 results
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Attracting outside investors with a good pitch deck
February / March 2021
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: Business owners trying to attract outside investors probably could benefit from preparing a “pitch deck”: a digital presentation that provides a succinct, compelling description of the business, its solution and the benefits of the investment opportunity. This article discusses the elements of a good pitch deck, including identifying the problem the company solves, describing the target market and highlighting the company’s performance to date.
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Controlling cash in a down economy
September / October 2020
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: The COVID-19 pandemic has created an economic downturn of a severity seldom experienced in our nation. Many businesses, including dealerships, have turned to government and business loans to help keep them up and running. But there may be other sources of cash, right in the dealership, that should also be explored. This article looks at three of these cash sources: salaries, inventory and receivables.
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Controlling cash in a down economy
Fall 2020
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: The COVID-19 pandemic has created an economic downturn of a severity seldom experienced in our nation. Many businesses, including dealerships, have turned to government and business loans to help keep them up and running. But there may be other sources of cash, right in the dealership, that should also be explored. This article looks at three of these cash sources: salaries, inventory and receivables.
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Leasing basics – Tips to help landlords maximize lease revenue
September / October 2020
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: With the COVID-19 pandemic throwing a wrench into both the commercial and residential real estate markets, many real estate investors feel out of control. Many states and municipalities have enacted lease-eviction moratoriums, some lasting through the summer. As the real estate market reaches a new equilibrium, this article covers why now is the time to review outstanding leases.
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Estate of Jones – Valuing gifts of LP interests in income-producing real estate
January / February 2020
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: The U.S. Tax Court addressed several key business valuation issues in a recent gift tax case. This article explains why the court applied the income approach, not the cost approach, to value a limited partner (LP) interest in a timber business, as well as how it handled the use of management’s projections and the tax-affecting of the earnings of a “pass-through” business. Estate of Jones, TC Memo 2019-101, August 19, 2019
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Estate of Jones – Valuing gifts of LP interests in income-producing real estate
January / February 2020
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: The U.S. Tax Court addressed several key business valuation issues in a recent gift tax case. This article explains why the court applied the income approach, not the cost approach, to value a limited partner (LP) interest in a timber business, as well as how it handled the use of management’s projections and the tax-affecting of the earnings of a “pass-through” business. Estate of Jones, TC Memo 2019-101, August 19, 2019
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Would a spendthrift trust help achieve your estate planning goals?
August / September 2017
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: A person doesn’t have to hold onto assets until the day he or she dies with the hope that heirs will change their ways by that time. Instead, consider using a spendthrift trust that can provide protection, regardless of how long the person lives. As with other trusts, a spendthrift trust may incorporate various tax benefits, but that’s not its primary focus. Regardless of whether estate tax reform is enacted in the near future, this trust type can help provide for an heir while protecting assets from his or her potentially imprudent actions. This article details how a spendthrift trust works and the importance of the role of trustee.
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It’s all about value – Fortify shareholders’ agreements with these 4 valuation details
July / August 2017
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: Shareholders with the forethought to sign buy-sell agreements help facilitate voluntary and involuntary transfers between shareholders. But, when it’s time for a buyout, many shareholders discover that their agreements don’t cover all of the necessary details. This article highlights four key issues to consider when drafting or reviewing a buy-sell: definitions of valuation parameters, discounts and premiums, the use of valuation experts, and timing.
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Multistate resident? Watch out for double taxation
March / April 2017
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: People who divide their time between residences in two or more states should know that multiple states are allowed to collect tax on the same income. This article provides tips on how to avoid double taxation. For example, multistate residents might avoid maintaining a permanent place of abode in the second state.
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Valuation basics – What you need to know before transferring ownership
Winter 2017
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: A business valuation is important when deciding whether to transfer ownership to the next generation — or to sell the business to a third party and give the next generation the sales proceeds (or alternative investments purchased from those proceeds). This article describes business valuation methods and the current state of the M&A market.
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SEC issues guidance on crowdfunding
Year End 2016
Newsletter: Public Company Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: The SEC’s “Regulation Crowdfunding” permits most private companies to raise up to $1 million during any 12-month period through Internet-based crowdfunding offerings. Earlier this year, the SEC issued several Compliance and Disclosure Interpretations (C&DIs) that provide additional guidance on the subject. This article examines the regulation and the C&DIs.
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Financial crisis management: A spouse’s death
Year End 2014
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: For individuals, financial crisis management is often related to a disaster affecting one’s home or perhaps a sudden spate of medical bills. But the death of a spouse is also a major crisis that warrants preparation. While enduring the grieving process, it’s necessary to follow a number of steps to keep one’s finances in order. This article lists important documents to gather and discusses collection of insurance and benefits, along with updating account registrations for assets held at banks and other financial institutions.
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My portfolio manager is leaving! What should I do?
September / October 2014
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: A quality portfolio manager (PM) can be influential in the overall success of an investment plan, so it can be disconcerting when one leaves. But that doesn’t necessarily mean that an investor should jump ship. This article discusses some of the considerations involved in evaluating both the old and new PM, in light of the type of fund involved, management style and past performance. Sometimes, it’s best to give a new PM a fair shot before selling off the fund. This will not only allow him or her time to get acclimated, but also can help avoid the tax liability and applicable withdrawal charges of a fund sale.
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Why you should consider the tax ramifications of SMLLCs
May / June 2014
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: A “single-member limited liability company” (SMLLC) holds properties in order to distance the investors from various liabilities. It can also avoid double taxation. But this article discusses why, before setting up such an entity, it’s important to consider the tax ramifications. For example, when using an SMLLC to own a partnership interest, there may be negative tax repercussions that wouldn’t necessarily be the same if one owned the partnership interest as an individual.
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Risk management essentials – SWOT analyses can still help your business
Summer 2013
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: The SWOT analysis — the acronym standing for “strengths, weaknesses, opportunities and threats” — is a long-standing risk management essential. This article explains how to get started on a companywide SWOT analysis and identify these four factors. Doing so will help a company create awareness and prepare action plans.
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Liquidation vs. going concern – Making the best choice in today’s economy
May / June 2013
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: Businesses that are considering liquidation should be careful before proceeding — they could end up in an even worse situation. This article states why it’s important to bring in a professional valuator or appraiser to determine the appropriate premise of value at the beginning of the engagement. It looks at three common premises of value: going concern, liquidation-orderly, and liquidation-forced.