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Showing all 15 results
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Prepare your dealership for a disaster
March / April 2020
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 691
Abstract: Your disaster recovery plan should account for how your dealership will respond to a wide range of both natural and manmade disasters. This article discusses cornerstones of a plan, such as how you’ll reopen quickly, stay financially viable and assess your insurance coverage.
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Prepare your dealership for a disaster
Spring 2020
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 691
Abstract: Your disaster recovery plan should account for how your dealership will respond to a wide range of both natural and manmade disasters. This article discusses cornerstones of a plan, such as how you’ll reopen quickly, stay financially viable and assess your insurance coverage.
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Is your religious congregation meeting its financial responsibilities?
June / July 2019
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 691
Abstract: Churches, synagogues, mosques and other religious congregations are subject to many of the same financial requirements as other nonprofit organizations are. And other requirements and responsibilities are unique to these congregations. This article is an overview of the topic.
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TCJA could inspire you to change your business structure
Spring 2019
Newsletter: On-Site
Price: $225.00, Subscriber Price: $157.50
Word count: 691
Abstract: Since its passage in late 2017, the Tax Cuts and Jobs Act has given business owners and their tax advisors plenty to think about. One ongoing item of interest to contractors is whether their chosen business structure still makes sense. This article discusses whether a construction company should change its entity choice because of the new pass-through tax deduction.
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Think outside the box when it comes to succession planning
July / August 2018
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 691
Abstract: When pondering how to exit their company, most construction business owners understandably think of themselves. But, when looking to maximize the value of the business and ensure it stays in good hands, it can be helpful to envision the company from an outsider’s perspective. This article explores this concept, delving into matters such as choosing an exit strategy and preserving cash flow.
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Professional valuations can help resolve pricing discrepancies
June / July 2016
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 691
Abstract: A business valuation can provide M&A parties with an objective view of the selling company and help price the deal — particularly when buyers and sellers disagree about the business’s value. This article talks about the benefits of engaging a professional valuator and discusses four common appraisal methods: asset-based, market, discounted cash flow and capitalization of cash flows.
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Is your company prepared for a disaster?
June / July 2015
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 691
Abstract: In the last year the United States has experienced multiple natural disasters, such as severe droughts in the West, flooding in the Midwest and, of course, the unbelievable snowstorms along the Atlantic coastline, which caused great anguish for business owners due to revenue shortfalls. As this article explains, all business owners must have a plan for protecting a company’s employees and assets.
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Spotlight on final tangible property regs
Winter 2015
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 691
Abstract: Last winter, the IRS released long-awaited final regulations on the tax treatment of tangible property expenditures that apply to the current tax year. This article provides an overview of these rules, including several safe harbors, to help manufacturers file an accurate 2014 tax return. The regs address, in particular, expenditures on material and supplies and on capitalizable building improvements.
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Going private demands transparency
June / July 2014
Newsletter: Public Company Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 691
Abstract: A public company might choose to go private for the tax and accounting advantages, to reduce compliance costs, or to focus on long-term goals rather than satisfying Wall Street’s demand for short-term profits. But going private is nearly as complex as going public, so it’s important to handle such transactions with care. This article cites a real-world example illustrating why it’s essential that the process be fully transparent.
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Case in point – Keep projects in motion with a RACI matrix
April / May 2014
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 691
Abstract: A management tool that will be highly useful to any project team where multiple participants are involved is the Responsibility Assignment Matrix (RAM), also known as a RACI matrix. A RACI matrix sorts out and assigns people to project tasks, and thus can clarify and expedite a complex project. People know what’s expected of them and communication is easier. This article examines how a RACI matrix works, while a sidebar adds that there are many free or low-priced project management tools on the Web.
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Transferring ownership interests is a snap with a GRAT
January / February 2014
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 691
Abstract: A grantor retained annuity trust, or GRAT, can provide substantial estate planning benefits. As this article explains, a GRAT is an irrevocable trust, funded by a one-time contribution of assets by the “grantor,” that pays the grantor an annuity for a specific term. When the GRAT’s term expires, the assets remaining in the trust transfer to designated beneficiaries in a manner that can be tax-advantageous.
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When is the right time to have your company appraised?
Spring 2013
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 691
Abstract: Many business owners assume the only right time to have their companies appraised is when they’re ready to sell. Not so. There are, in fact, many “right times” to engage the services of a professional appraiser: for example, when establishing an employee stock ownership plan (ESOP), evaluating business operations, establishing creditworthiness, or achieving estate planning benefits. This article discusses these reasons and the three valuation methods that appraisers use.
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The next steps – Putting to rest your deceased loved one’s affairs
Year End 2010
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 691
Abstract: Losing a loved one can throw one’s life for a loop. And after the memorial service, it will likely be necessary to attend to the deceased’s estate and related legal and financial matters. But it can help ease the stress if one breaks the job into steps: locating important documents, inventorying assets and liabilities, and filing life insurance and Social Security claims. This article discusses the details, while a sidebar states the importance of contacting the deceased’s employer or business associates.
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Ascertainable standards: Why you need to know about them
July / August 2010
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 691
Abstract: To design an effective estate plan, it’s important to strike a balance between minimizing taxes and retaining control over how wealth is distributed. In doing so, the language used in wills, trusts and other estate planning documents is critical. One area that demands precision is the use of ascertainable standards, which limit distributions to amounts needed for a beneficiary’s health, education, support and maintenance. This article explains why it’s important that these standards be clearly and precisely defined and covers which standards are ascertainable.
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Do you think college financial aid is out of your reach? It may not be — if you take steps to maximize your eligibility
January / February 2010
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 691
Abstract: As college costs continue to rise faster than inflation, it’s never been more challenging — or more important — to have a plan for managing those expenses. But families more fortunate than others might not have realized the extent to which financial aid may be available to them. This article takes a look at grants, scholarships and loans, and offers tips to increase eligibility for aid. A sidebar discusses the Free Application for Federal Student Aid (FAFSA) form that is often required when applying for aid.