2019

Showing 33–48 of 598 results

  • How control and marketability affect the value of minority interests

    November / December 2019
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 842

    Abstract: Discounts for lack of control and lack of marketability rank among the most contentious issues when valuing a minority interest in a privately held company. This article explains these discounts and the evidence that’s used to quantify them. A sidebar describes another discount that may apply to businesses with appreciated assets: the built-in gains discount.

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  • Living the dream of early retirement

    November 2019
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 263

    Abstract: Many people dream of retiring early so they can pursue activities other than work. But making this dream a reality requires careful planning and diligent saving during the years leading up to retirement. This brief article touches on some of the fundamental ways to live the dream.

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  • Act now to save 2019 taxes on your investments

    November 2019
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 425

    Abstract: Taxpayers with investments outside of tax-advantaged retirement plans might still have time to reduce their 2019 tax bills by selling some investments. One key question is: Which ones? This article offers sound advice on how to start making the right choices about selling.

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  • Making gifts to loved ones? Don’t forget tax planning

    November 2019
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 501

    Abstract: Many people want to pass assets to the next generation during their lifetimes, whether to reduce the size of their taxable estates, to help family members or to see their loved ones enjoy the gifts. This article explains how different gifted assets can produce substantially different tax consequences.

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  • Business owners, your bad debts may be deductible

    November 2019
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 558

    Abstract: Business owners who hold a business-related debt that’s become worthless or uncollectible may be able to claim a “bad debt” deduction. But there are a few hoops to jump through and not all debts are eligible. This article examines those hoops. A sidebar touches on the accounting concept of “charge-offs” when it comes to business bad debts.

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  • Client surveys: Ask not what your clients can do for you …

    Fall 2019
    Newsletter: Law Firm Management

    Price: $225.00, Subscriber Price: $157.50

    Word count: 455

    Abstract: With 2020 slowly dawning on the horizon, law firms should think now about sending year-end surveys to their clients. Done right, surveys provide a great tool for getting a read on clients’ satisfaction levels, as well as increasing firms’ books of business. This article discusses survey methods and what information firms can gather.

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  • Going green can pay off for law firms

    Fall 2019
    Newsletter: Law Firm Management

    Price: $225.00, Subscriber Price: $157.50

    Word count: 567

    Abstract: Adopting green practices is no longer just about protecting the environment – both clients and job candidates increasingly are considering law firms’ sustainability efforts these days. This article looks at how, focusing on areas such as paper use, energy conservation, smart design and procurement, law firms make themselves more appealing to these potential stakeholders.

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  • How much capital is enough? How to assess your firm’s need for capital

    Fall 2019
    Newsletter: Law Firm Management

    Price: $225.00, Subscriber Price: $157.50

    Word count: 684

    Abstract: Having a sufficient amount of capital to support daily operations is something all law firms must determine. To offset gaps in cash flow due to expenses, law firm billing and collections, law firms may require larger partner capital contributions. This article reviews why having a capital plan in place will help with the uncertainty and provide partners and other stakeholders with a sense of stability.

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  • 5 tips for managing and improving your firm’s cash flow

    Fall 2019
    Newsletter: Law Firm Management

    Price: $225.00, Subscriber Price: $157.50

    Word count: 782

    Abstract: While many law firms focus on profitability, some firms can overlook the critical role that cash flow plays in both day-to-day operations and long-term sustainability. After all, law firms can’t generate revenue if they don’t have sufficient cash to keep the doors open. This article examines five practices that can help position firms for success and growth.

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  • Risky business: Valuation rules of thumb

    Fall 2019
    Newsletter: Construction Industry Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 429

    Abstract: Determining the market value of a construction company may be necessary or desirable for many reasons, including a business sale or for succession planning. Some contractors may use valuation rules of thumb to do so, but that’s risky business. This article explains why, providing examples of how countless factors affect a business valuation.

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  • Would you recognize an indirect cost if you saw one?

    Fall 2019
    Newsletter: Construction Industry Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 549

    Abstract: Indirect costs can have a substantial impact on a construction company’s financial picture and bottom line. But they’re not always the easiest things to “see.” This article brings indirect costs into focus by defining them, distinguishing the costs from overhead and explaining how to use a “cost driver” to allocate them.

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  • Outsourcing employment tasks to a PEO

    Fall 2019
    Newsletter: Construction Industry Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 661

    Abstract: After reaching a certain level of success, many construction companies struggle to keep up with employment and human resources tasks. One solution may be to outsource these functions to a professional employer organization (PEO). This article explores the benefits and risks of PEOs.

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  • Year-end tax planning – Tax benefits available to small businesses

    Fall 2019
    Newsletter: Construction Industry Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 923

    Abstract: Companies that qualify as “small businesses” enjoy several tax benefits. Whether a company qualifies depends on a gross receipts threshold that was recently increased under the Tax Cuts and Jobs Act. This article explains the advantages of small business status and how to calculate the gross receipts test. A sidebar looks at the perhaps surprising definition of a “tax shelter.”

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  • Exchange-traded funds: Pros and cons

    November / December 2019
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 381

    Abstract: Exchange-traded funds (ETFs) are similar in many ways to mutual funds, but there are also significant differences. This short article looks at some of the benefits (such as generally low fees) and drawbacks (the lack of active management) of ETFs.

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  • Should you retire your mortgage before you retire?

    November / December 2019
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 505

    Abstract: Many personal finance experts recommend paying off a mortgage before retiring. But there are also strong arguments in favor of prioritizing other financial goals, such as contributing to a retirement savings plan. This article considers both sides and encourages individuals to consider all relevant factors.

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  • Capital gains planning – When timing is everything

    November / December 2019
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 711

    Abstract: The timing of capital gains and losses can have a significant impact on an investor’s tax bill. This article touts the advantages of holding appreciated investments longer. It also discusses timing for selling securities at a loss and how to offset losses against gains to reduce overall taxes. A sidebar notes that there’s still time to reduce one’s 2019 tax bill.

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