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Showing all 8 results

  • Winning the hearts and minds of your new sales staff

    February / March 2018
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 722

    Abstract: Companies that wait until their M&A deal is announced to think about sales department employees may have waited too long. Buyers should develop a communications plan for salespeople in each organization early in the merger process. It also may be necessary to offer sales staff retention bonuses and other incentives. As this article argues, the success of any deal depends on keeping top sales performers.

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  • Fiduciary rule’s tortured path to implementation – What this means for plan sponsors

    February / March 2018
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 722

    Abstract: Controversy, complicated legal wrangling and legislative maneuvering have been swirling around the Department of Labor’s “fiduciary rule” governing financial advice given to retirement plan participants. Delays, modifications, phased effective dates, and the involvement of the Securities and Exchange Commission have left confusion and headaches in their wake. This article briefly reviews what plan sponsors need to know.

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  • Intrafamily loans: Low interest rates enhance this wealth transfer strategy

    January / February 2013
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 722

    Abstract: Those who have spent a lifetime to build their wealth and are now in a position to financially help their children or other family members may wonder: Should they provide this money in the form of gifts or should they lend it? This article explains why an intrafamily loan is an attractive, tax-smart strategy in light of today’s low-interest-rate environment — but that there are risks, as well.

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  • Running your warranty program effectively

    January / February 2013
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 722

    Abstract: If a dealership is assessing its warranty program regularly — and fixing whatever is broken — it shouldn’t be concerned about the warranty audit that is scheduled with the manufacturer and what it might uncover. This article offers a few pointers about overseeing a warranty program and withstanding a warranty audit should one take place. These tips include training a warranty administrator to effectively process claims and training service technicians in warranty protocol.

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  • The conservation easement: Handle with care

    May / June 2012
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 722

    Abstract: A conservation easement is an agreement to permanently restrict some or all of the development rights associated with a property. It can be a powerful estate planning tool, enabling donors to receive significant income and estate tax benefits while continuing to own and enjoy their property. So it’s no surprise that the IRS scrutinizes easements to ensure that they meet the tax code’s requirements. This article explains that the easement must meet one of four conservation purposes, describes the tax benefits, and lists common mistakes taxpayers make when donating easements.

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  • Boost productivity without breaking the bank — Considering on-the-job incentives

    Spring 2012
    Newsletter: On-Site

    Price: $225.00, Subscriber Price: $157.50

    Word count: 722

    Abstract: When looking to boost productivity, it’s natural to want to incentivize workers. But should a contractor offer incentives to project crews in today’s uncertain economy? Not without serious thought, of course. But if doing so will improve timeliness, the long-term results could pay off. This article looks at some issues to consider. It discusses setting goals and determining the kinds of incentives to be offered, and providing written explanation and regular monitoring.

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  • Tax changes on the horizon – Prepare with year end tax planning

    October / November 2010
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 722

    Abstract: Year end tax planning is important every year, but it’s particularly significant this year. Why? Many of the lower tax rates and other breaks that went into effect during the past 10 years are scheduled to sunset, or expire, on Dec. 31, 2010, unless Congress takes action. This article looks at some of the specific rates and breaks involved, the various options Congress has considered for addressing them, and steps that taxpayers might take in anticipation of them.

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  • Invest much? – If so, think taxes come year end

    October / November 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 722

    Abstract: Investors typically have a lot on their minds. Which securities are up? Which ones are down? Is it time to make a move? Well, come year end, they need to start thinking about something else: taxes. This article provides some tax-related strategies to consider. (Updated: 11/30/12)

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