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Showing all 8 results
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Plan for the future – Balancing business succession and estate planning
March / April 2021
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 695
Abstract: A challenge presented by family businesses is that the older and younger generations may have conflicting objectives and financial needs. This article highlights strategies that can separate ownership and management succession, as well as generate cash flow for the owner while minimizing the burden on the next generation.
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Not planning for early retirement threatens employees’ financial security
Year End 2018
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 695
Abstract: Employees often are unfazed by retirement calculators or other recommendations telling them they’ll need to step up the pace of their retirement savings to retire at a “normal” age. The Employee Benefit Research Institute’s latest “retirement confidence survey” compared what employees say their retirement timing plans are to when people in general (not the same people stating their intentions) actually do retire. This article looks at the study and what employers can do to help participants avoid being surprised when they do retire.
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Vehicle recalls – Customers in, customers made permanent
Fall 2016
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 695
Abstract: Vehicle recalls can create an avalanche of work for a service department in a relatively short period of time, disrupting normal operations and making it difficult to meet regular customers’ service needs. But, as this article explains, recalls also are an opportunity for a dealership to gain new customers — and even raise customer satisfaction scores.
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International affairs – Special estate planning is necessary if you’re a non-U.S. citizen
September / October 2015
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 695
Abstract: Many traditional estate planning strategies are based on the assumption that everyone involved is a U.S. citizen. But for those couples with a noncitizen spouse, special rules apply that require additional planning. This article examines some of the estate tax issues for noncitizens, both resident and nonresident.
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Employing a business owner’s children
August 2013
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 695
Abstract: One unique aspect of owning a business is the ability to hire one’s children. Whether doing so makes sense is more than a business decision. For the children, the answer depends a great deal on one’s intentions for passing the business to future generations, the child’s interest and aptitude, and feelings about how much a parent should “help” a child and how much they should “make it on their own.” However, some real benefits are available when employing children. This article discusses the tax benefits available, as well the opportunity to invest long-term on the children’s behalf.
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Blockage discounts: They’re all about supply and demand
September / October 2012
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 695
Abstract: When valuing a business, an appraiser often establishes discounts for lack of control and marketability. In some instances it’s not a company but large blocks of public stock that must be valued. In such cases, the valuator is likely to employ a discount for blockage — especially if the stock has limited trading volume, for blockage discounts are based on the law of supply and demand. This article explains how appraisers determine blockage discounts.
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Absent while on FMLA leave
May / June 2012
Newsletter: Employment Law Briefing
Price: $225.00, Subscriber Price: $157.50
Word count: 695
Abstract:Terminating an employee for repeatedly failing to report his or her absences may seem understandable enough. But what if that worker believes the absences are covered under the Family and Medical Leave Act (FMLA)? An appeals court faced such a question in a case in which the plaintiff had unintentionally overstayed her medical leave. Citation: Twigg v. Hawker Beechcraft Corporation, No. 10-3118, Oct. 13, 2011 (10th Cir.)
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Mortgage sweet mortgage – Choosing the right loan is just as important as choosing the right home
May / June 2011
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 695
Abstract: The interest cost of a loan can perhaps double the total cost over the years. That’s why a buyer must make sure to get the right mortgage for his or her situation. This article examines fixed-rate vs. adjustable-rate mortgages, “balloon” mortgages and jumbo mortgages. It also provides general rules of thumb regarding the percentage of salary a mortgage and its associated expenses should not exceed. A sidebar offers a word about “points.”