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Showing all 10 results
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Is a charitable remainder trust right for your estate plan?
Year End 2023
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 773
Abstract: For those who’d like to give to their favorite charity and leave a significant amount of their estates to loved ones, a charitable remainder trust (CRT) might be an option for their estate plans. This article details how a CRT works and explores two different CRTs: a CRAT and a CRUT. A sidebar explores the option of using qualified charitable distributions.
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IDGT: This trust is supposed to “fail”
Year End 2019
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 773
Abstract: Trusts come in all shapes and sizes. However, from an income tax perspective, there are basically two types: grantor trusts and nongrantor trusts. An intentionally defective grantor trust (IDGT) has the best attributes of both trust types. This article explains how an IDGT works. A sidebar discusses the ins and outs of selling assets to an IDGT.
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Test-drive these best practices to rev up your used car operations
July / August 2017
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 773
Abstract: Used car sales represent a hefty chunk of revenue and profits for many dealerships. They also can help diversify a dealership’s income stream. This article looks at managing used inventory, varying used car sourcing and reconditioning vehicles efficiently.
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Your company’s dashboard – Which KPIs should you be monitoring?
Summer 2014
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 773
Abstract: Like car owners, business owners should monitor gauges on their business dashboard that will give them a heads-up about financial problems lurking down the road. These financial gauges usually consist of measurements that reflect the company’s key success factors, or key performance indicators (KPIs). There are two broad categories of KPIs: financial and nonfinancial. This article explains what metrics they include and how to benchmark them. A sidebar notes that, in creating a dashboard, it’s important to concentrate on three important areas: growth, cash flow and inventory.
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How to grow your practice with group medical visits
Spring 2012
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 773
Abstract: Group medical visits are a growing trend in physician practices. Under this appointment model, a physician sees and consults with multiple patients in a single setting at one time. There are two types of group visits: the shared medical appointment (SMA), also known as the cooperative health clinic (CHC), and the drop-in group medical appointment. This article describes both types and how they have the potential to satisfy patients and physicians alike.
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HSA + HDHP = cost-effective health care funding
November / December 2011
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 773
Abstract: Because of the rising cost of health care, individuals are looking for cost-effective ways to fund it. The combination of a Health Savings Account (HSA) and a high-deductible health plan (HDHP) is one solution. This article explains the basics of how they operate together, what it takes to qualify, and why this solution might be better for some than for others. A sidebar shows the 2012 HSA contribution limits and HDHP costs.
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ETFs vs. mutual funds – Both have merit, depending on your goals
September / October 2011
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 773
Abstract: Exchange-traded funds (ETFs) have exploded in popularity since their introduction in the early 1990s. Both ETFs and mutual funds allow investors to invest in a variety of securities, providing the potential for instant diversification. However, in many ways, ETFs are a more flexible and easily traded product. As this article explains, that flexibility can be both an advantage and a disadvantage. It discusses the differences between the two kinds of products, including fees and expenses, and looks at the ever-more-exotic strategies that some ETFs and mutual funds offer.
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New report highlights the importance of antifraud controls
November / December 2010
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 773
Abstract: Employee fraud is one of the most significant threats to profitability — and the recently released report from the Association of Certified Fraud Examiners reinforces the severity of the threat. This article looks at some of the report’s findings regarding effective antifraud controls. A sidebar explains why one of the most effective antifraud tools is the surprise audit.
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Carpe diem … and start cross-selling
Fall 2010
Newsletter: Law Firm Management
Price: $225.00, Subscriber Price: $157.50
Word count: 773
Abstract: Say the word “sell,” and many nonrainmaker partners will quickly hide. But cross-selling doesn’t require a marketing or sales background. It simply requires a good ear and a quick brain, which good lawyers all have. This article shows how a firm can improve its partners’ sales skills by teaching them how to match their firm’s skills to client needs and by instituting incentives that reward partners who show cross-selling results.
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IRS updates – Are your plan distribution and benefit accrual reduction notices up to date?
June / July 2010
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 773
Abstract: A distribution from a retirement plan should be a fairly simple process. Unfortunately, many participants equate such distributions as a withdrawal from the local ATM machine. Strict rules and guidance control the circumstances under which a participant can take a distribution and the procedures that sponsors must follow. This article summarizes two notable changes to such notices and their implications.