747
Showing all 9 results
-
How to manage taxes in retirement
Spring 2023
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 747
Abstract: Individuals planning and saving money for a financially secure retirement shouldn’t neglect the one factor that could make an important difference: the impact of taxes on retirement finances. This article notes that many retirees don’t consider how taxes will affect their retirement income. As a result, they may end up paying thousands of dollars more in taxes than they would have if they’d planned better. It points out that it’s a good idea for individuals to take steps now to plan for the impact of taxes on retirement finances.
-
The importance of marketing for a medical practice
Spring 2020
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 747
Abstract: People have many choices when selecting a doctor, so it’s important to find innovative ways to attract patients. Creating a marketing plan can focus a practice’s efforts and help it achieve its goals. This article discusses some ways to generate a multifaceted marketing effort that will increase public awareness of the care and expertise the practice has to offer — and motivate more patients to walk through the door.
-
What to consider when lending to a franchisee
August / September 2018
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 747
Abstract: Some franchisors offer financing, but first-time franchisees often find themselves in need of traditional bank loans. And it’s not just new franchisees that need access to capital. Established ones frequently need funds to purchase new equipment, remodel their locations and meet short-term cash crunches. This article explains how to evaluate these types of loan applications. A sidebar discusses the importance of establishing a relationship with the franchisor to increase the bank’s exposure to franchise-related lending.
-
The “Mini-IPO” – Making it easier for growth companies to raise capital
August / September 2015
Newsletter: Public Company Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 747
Abstract: For private companies seeking capital, recently finalized SEC regulations provide an alternative to an IPO. Pursuant to the Jumpstart Our Business Startups (JOBS) Act of 2012, the new regs allow startups to raise up to $50 million in a “mini-IPO.” This article discusses the ins and outs of this new option.
-
Could an exchange help cover LTC insurance costs?
September / October 2014
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 747
Abstract: Long-term care insurance policies can be expensive — particularly if bought at retirement age. But this article explains that using a total or partial tax-free exchange of an existing life insurance policy or annuity contract can help deal with the expense. A tax-free exchange allows one to defer taxable gain and, to the extent the gain is absorbed by LTC insurance premiums, eliminate it permanently.
-
Consider mediation for your next construction dispute
January / February 2012
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 747
Abstract: A contractor who stays in business long enough will likely encounter a situation with an owner or developer that can’t be resolved with a simple chat. In such situations, lengthy and expensive litigation may seem inevitable — and if not that, a binding arbitration hearing. But there’s another alternative to consider: mediation. This article explains what’s involved in the mediation process, and shows how it can be quicker, cheaper, more flexible and less headache-inducing than arbitration or litigation.
-
Address ownership transfer issues with a buy-sell agreement
November / December 2009
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 747
Abstract: There are a number of reasons why owners of closely held businesses put off discussing how ownership interests will be transferred when an owner exits the firm. For one, owners may be concerned about conflicts that could arise if an owner wants to transfer interests to family members or sell them to outsiders. For another, issues such as how fellow owners (or the business itself) will be able to pay for an exiting owner’s interests or the effect of the agreement on estate taxes can seem overwhelmingly complex. This article explains how a buy-sell agreement, when drafted carefully, can address these issues and more.
-
What now? – Assessing your personal finances in good times or bad
February / March 2009
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 747
Abstract: In economic times like these, many people reach a point where they’re so overwhelmed by all the uncertainty surrounding their finances that they ask, “What now?” Well, perhaps the worst thing to do is to start panicking and the best is to start planning. And even when times are better, reviewing one’s personal finances to make the most of any resurgence is a wise move. This article suggests some key areas to look at.
-
Difficult times call for increasing physician efficiency and productivity
Winter 2009
Newsletter: Vital Signs
Price: $225.00, Subscriber Price: $157.50
Word count: 747
Abstract: In difficult economic times, increasing top-line revenue is a very important strategy. However, investing in risky new ventures, offices or equipment typically is not. How can practices increase revenue quickly without investing heavily in time or fixed costs? By increasing physician efficiency and productivity. This article offers some tips.