694
Showing all 13 results
-
Financial planning is critical for unmarried couples
July / August 2023
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 694
Abstract: When it comes to financial planning, married couples enjoy certain legal advantages over unmarried couples. Therefore, unmarried couples need to anticipate and plan for multiple issues. This article discusses tax-planning opportunities, breakup protection, estate planning and health-care directives.
-
Deal stars – Don’t try to merge without these key people
October / November 2016
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 694
Abstract: Many people will contribute to the successful completion of an M&A transaction. But a few are particularly critical. This article identifies a deal’s key people — owners and CEOs, CFOs and other financial executives, and logistics head — and talks about their roles and responsibilities during the deal process and after it closes.
-
How to keep your credit and debit cards safe from the Internet
Year End 2015
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 694
Abstract: Nowadays, using a credit or debit card means engaging in an Internet transaction — whether you like it or not. And the Internet is a dangerous place. This article suggests various ways individuals can keep their credit and debit cards safe, including learning the finer points of the law and staying well informed of their credit ratings and histories.
-
4 ways to transfer a family business
January / February 2015
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 694
Abstract: The best approach to selling one’s business depends on the particular circumstances. For those whose net worth is well within the estate tax exemption, for example, it might be best to focus on reducing income taxes. But those who expect their estate to be significantly larger than the exemption amount may be more concerned with estate tax reduction. This article offers four estate-tax-wise techniques to transfer a family business — all of them involving “defective” trusts.
-
Looking at financials differently
February / March 2014
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 694
Abstract: A lender conducting due diligence who only reviews past financial statements is not seeing the full road ahead — and that road might be littered with hazards. This article explains that an inquiry should start with a risk assessment involving the industry, economic conditions, sources of collateral and business operations. It then involves using certain key metrics to evaluate the financial statements. A sidebar notes that a profitability analysis should extend beyond the top and bottom of the income statement to certain individual line items.
-
What you need to know about plan forfeitures
June / July 2013
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 694
Abstract: Plan forfeitures occur when participants terminate employment before obtaining full vesting in their employer’s retirement plan. But what happens to the money these participants must forfeit? This article looks at what forfeitures are and how they work.
-
Young donors are your future — Are you doing enough to attract them?
Winter 2013
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 694
Abstract: A recent study found that Generations X and Y now represent more than half of the pool of charitable donors. But their interests, communication preferences and giving methods may differ from those of older supporters. This article examines the different characteristics of age groups and offers suggestions for attracting younger generations.
-
Gift smart – Wandry offers guidance on defined-value clauses
November / December 2012
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 694
Abstract: The U.S. Tax Court recently provided valuable guidance on using defined-value clauses in gift documents — guidance that should have significant estate planning implications. In fact, as this article notes, the court’s ruling in Wandry v. Commissioner can help taxpayers who want to transfer assets to family members before Jan. 1, 2013, when the lifetime gift tax exemption is scheduled to be reduced from $5.12 million to $1 million unless Congress acts.
-
Workforce programs offer grants, tax breaks
Summer 2012
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 694
Abstract: Despite the large numbers of layoffs in manufacturing in recent years, even in today’s economy many employers say they can’t find enough skilled workers to fill available jobs. To close the gap, federal and state governments are distributing millions of dollars in Workforce Innovation Fund grants and other tax breaks to support employment and training services. This article shows how these financial incentives may be the key to filling vacant positions and boosting profitability. A sidebar discusses more specifically some of these workforce grants and programs.
-
New L3C structure – Building a bridge between nonprofits and for-profits
Fall 2010
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 694
Abstract: Traditionally, nonprofit and for-profit organizations have operated in very different financial and regulatory spheres. The new low-profit limited liability company (L3C) option could change that. Although this business structure has become law in only a handful of states, it’s available to any organization that wants to pursue a charitable mission and realize a profit. This article explains how L3Cs operate and why they appear to offer promise for social entrepreneurs and nonprofits with clear revenue streams.
-
Avoiding probate: How to do it (and why)
September / October 2010
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 694
Abstract: Few estate planning subjects are as misunderstood as probate. But circumventing the probate process is usually a good idea. This article explains why, and discusses tools one can use to avoid (or minimize) probate, such as “pay on death” (POD) or “transfer on death” (TOD) designations. It also explains how, for larger, more complicated estates, a revocable trust (sometimes called a living trust) is generally the most effective tool for avoiding probate.
-
Regulatory developments that affect your bottom line
Spring 2010
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 694
Abstract: Federal and state regulatory agencies can have a significant impact on a bank’s bottom line, so it’s important to monitor their activities. Doing so can reveal opportunities to boost — or situations that shrink — the bottom line. This article discusses three recent regulatory developments: Regulation R, which defines the extent to which a bank’s securities activities are subject to SEC oversight; state enterprise zones; and whether FDIC premium deductions will be permitted.
-
Go ahead, sweat the little stuff – 3 things you shouldn’t ignore in today’s tough economy
Summer 2009
Newsletter: On-Site
Price: $225.00, Subscriber Price: $157.50
Word count: 694
Abstract: According to the oft-cited self-improvement cliché, we shouldn’t sweat the little stuff in life. But, in the construction business, there’s a lot of seemingly little stuff that you shouldn’t ignore. And, during a recession, it becomes even more important. There are three things, in particular, you shouldn’t overlook while you’re fighting to keep your company competitive in today’s tough economy: indirect costs, receivables and payables, and change orders. This article offers some ideas on how to improve them.