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Showing all 15 results
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Finding the optimal balance between debt and equity financing
September / October 2019
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 718
Abstract: Virtually all real estate investors use leverage, or borrowed money, in their business. It allows them to reach for higher priced property than they’d be able to afford by using just equity. But can real estate investors have too much of a good thing? What happens if investors can’t cover the principal and interest payments? This article looks at what investors should consider when searching for the right amount of leverage.
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Using planned gifts to help secure your nonprofit’s future
Fall 2017
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 718
Abstract: Planned gifts often are more substantial than other types of donations and, because they specify an amount and date, they can help you secure your organization’s future with guaranteed revenue. This article summarizes major types of planned gifts, their benefits and how they should be handled by charities and donors.
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Restricted stock – Should you accelerate taxes?
September / October 2017
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 718
Abstract: Employers often use restricted stock to attract and retain employees. But to fully enjoy the benefits of such awards, employees must be careful about how they pay taxes on them. As this article explains, a Section 83(b) election accelerates taxes on restricted stock and can deliver substantial tax savings. But there are risks to this strategy.
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Employee vs. independent contractor: Make sure you get it right
Year End 2015
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 718
Abstract: Classification of workers as either employees or independent contractors has become a heated issue. In fact, the DOL and the IRS, as well as a number of states, are paying more attention to this issue. This article explains certain factors involved in classification, such as the extent to which the work performed by the worker is an integral part of the employer’s business and whether the relationship between the worker and employer is permanent or indefinite.
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Are you ready for your audit? Things can go easy-breezy if you think like an auditor
November / December 2014
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 718
Abstract: Dealers who flinch each year before their annual audit, or who think of the process as something that will significantly interfere with their work for days at a time, should think again. An audit doesn’t have to be a time-draining or stressful experience for those who are prepared. This article discusses how to anticipate auditors’ requests and learn from the management points they present at the end of an engagement. It also provides tips for preparing for the auditors’ physical inspection of inventory, and why it’s important to discuss with them the best inventory method to use.
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Tips on how to mind your profit margins
Summer 2014
Newsletter: Healthcare Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 718
Abstract: Hospitals that are just treading water financially need to employ strategies that can help them stay solvent. This article offers some tips that can help; included are discussions of readmission rate reduction, ways to lower the costs of supplies, and the benefits of outsourcing noncore functions.
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Renovating your house – Projects that can pay off when you sell
April / May 2013
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 718
Abstract: After several stagnant years, the market for remodeling and renovation projects is showing signs of strength. This article offers advice to help homeowners determine which remodeling projects will offer the most bang for the buck when it comes time to sell. Very few homeowners completely recover the costs of their remodeling projects, but replacement projects, along with projects that make existing space more usable, tend to do well at resale time. A sidebar shows how even small projects can pack big rewards.
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Ensure your construction company’s very existence with a buy-sell agreement
Winter 2013
Newsletter: On-Site
Price: $225.00, Subscriber Price: $157.50
Word count: 718
Abstract: The very existence of a business could be jeopardized by an ownership change. That’s why a buy-sell agreement should play a key role in every contractor’s succession plan. This article explains how such an agreement works and the different options available for funding one.
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Financing your second business venture
October / November 2012
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 718
Abstract: Entrepreneurs often believe that a second business venture will be easier than the first. In some respects, that’s true. But second-time owners first must surmount major financial obstacles. This article discusses sources of revenue if bank financing is inadequate, including private equity (PE). Second-time buyers are cautioned, however, against partnering with a PE group without first getting answers to some important questions.
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5 tips for dynamic strategic planning
Year End 2011
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 718
Abstract: Change is a key reason why a not-for-profit needs to revisit and revise its strategic plan regularly. And the strategic planning process can be made as dynamic as change itself. But it takes focus and commitment. This article offers five tips to ignite the process, including hiring a strategic facilitator and doing the necessary prep work.
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Dos and don’ts for boosting service department profits
September / October 2011
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 718
Abstract: Revenue from maintenance and repairs combined with income from vehicle sales makes the world go round for auto dealerships. And when car and truck sales are down, service department profits can be a bread-and-butter source. This article offers some dos and don’ts that dealers should consider as they manage this golden egg. The suggestions cover metrics, staffing, pricing, operations and customer service.
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Your customers’ costs – Understanding health care reform
April / May 2011
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 718
Abstract: As borrowers struggle to earn a profit in today’s topsy-turvy economy, they’re concerned about facing additional financial obligations under the Patient Protection and Affordable Care Act. Lenders can help demystify health care reform for their borrowers — and inform them about ways to manage labor costs in the years ahead. This article looks at how much coverage is mandated, and how small businesses can offset their costs through tax credits and a Small Business Health Options Program or “SHOP exchange.” It also looks at several nuances of the health care tax credit.
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Your current clients may hold the key to higher profits
Spring 2010
Newsletter: Law Firm Management
Price: $225.00, Subscriber Price: $157.50
Word count: 718
Abstract: A well-known marketing maxim states that it’s more cost-effective to generate new business from an existing client than to rustle up a new client. A law firm can offer its existing clients an expansion of its current services or its geographic reach, or can diversify its services. But, with business development resources often under a tight rein these days, it’s critical that a law firm identify and target clients most likely to provide additional work. This will require an in-depth analysis of the current client base. Once the clients with the strongest potential have been identified, it will be essential to give them reasons to offer additional work. A sidebar to this article offers a list of items to research when prospecting for new clients.
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Weathering the economy – Improve your collections to help secure cash flow
April / May 2009
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 718
Abstract: In a stormy economy, it can be difficult to collect receivables from clients who are experiencing cash flow problems. This can, in turn, threaten your ability to access working capital, reinvest in the company and pay your own bills. This article offers tips on how you can improve your collection process, so you can maintain a steady stream of cash even during harsh economic times. A sidebar discusses why it’s critical to assess the financial backgrounds of potential clients to make sure you don’t bring collection hassles into your business.
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What to do when a buyer backs out
October / November 2008
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 718
Abstract: M&A transactions can fail to cross the finish line for a variety of reasons. A seller may not be able to substantiate earnings to the buyer’s satisfaction, or the buyer may discover that synergies for long-term value just aren’t there. Whatever the reason for a deal’s demise, a jilted seller can become financially and operationally stranded. It needs, as this article discusses, to act quickly to preserve its future. Sellers must consider negotiating with the buyer or, possibly, litigation, and they need to communicate with their important stakeholders. (Updated 7/31/12)