November / December
Showing 593–608 of 609 results
-
Unrecorded liabilities affect your dealership’s net worth
November / December 2008
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 638
Abstract: Do you know what your dealership is really worth? If you’re planning to apply for a loan, hoping to impress an investor or gearing up for a future sale, you’ll need to find out. Make sure you’re tallying your assets correctly — what you don’t count could hurt you. (Updated 12/30/12)
-
Finance and insurance – Internet presence, compliance summon management response
November / December 2008
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 947
Abstract: Two major issues that promise to affect dealership Finance and Insurance (F&I) departments in 2009 are Internet presence and regulatory compliance. This article discusses both the opportunities and the challenges that these areas provide.
-
Construction Success Story – Cross-training saves contractor money, worry
November / December 2008
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 387
Abstract: In this issue’s “Construction Success Story,” we meet a contractor with a commercial construction business in a sizable metropolitan area who was concerned about the fact that many of his seasoned employees were baby boomers who would be ready to retire in a few years, and there weren’t enough younger workers entering the field to take their places. After discussing the situation with his financial advisor, the two recognized that perhaps the most cost-effective option was to cross-train existing “craft” employees (such as electrical or carpentry staff).
-
General contractor focus – Separate the good from the bad with subcontractor prequalification
November / December 2008
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 661
Abstract: With the economy stuck in slow-mo, general contractors may find the list of subcontractors who want to bid on their projects is growing. The challenge is to separate the good subs from the bad before you put them on a job. This article discusses how a solid prequalification process can help general contractors ensure that they work only with financially sound, qualified subs who will perform as promised. (Updated 4/20/12)
-
Fine tune your bidding process to win the jobs you really want
November / December 2008
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 518
Abstract: There’s no question that bidding is one of the biggest challenges any construction company faces — particularly when competition is high and jobs are few. So why do more of it than necessary? This article offers some tips on how contractors can fine tune their bidding processes and win more of the jobs they really want.
-
GPS technology can lead to cost savings
November / December 2008
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 494
Abstract: Global positioning system (GPS) technology has come a long way since its military inception in the 1960s. It’s in most cell phones and many automobiles, and it drives the online mapping systems that enable you to navigate unfamiliar territory. This article discusses how GPS technology can help contractors find new operational efficiencies and cost savings.
-
Are you giving away your money? Why it may be time to rethink year end bonuses
November / December 2008
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 902
Abstract: Year end bonuses are nice gestures, but they may do little to boost productivity or build loyalty. In fact, many holiday bonuses are nothing more than gifts. This article explains why it may be time for contractors to rethink their year end bonus plans and consider performance-based alternatives.
-
Tax Tips
November / December 2008
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 458
Abstract: News items briefly discussed are mutual funds and charitable giving.
-
Selling your home at a loss can mean higher taxes
November / December 2008
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 510
Abstract: When you sell your home at a profit, the tax code is quite generous. You can exclude up to $250,000 ($500,000 for married couples) in capital gain on the sale of a principal residence. If you sell your home at a loss, however, the code is downright stingy: The loss isn’t deductible and, in a harsh twist of irony, you may end up owing taxes. This article looks at the tax rules in this area and the circumstances when homeowners may receive debt relief.
-
The IDGT: A useful tool for transferring your business to your heirs
November / December 2008
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 1081
Abstract: It’s a common dilemma for many business owners: The bulk of your wealth is tied up in your company and you’d like to begin transferring it to your children. But you have several concerns, including reducing the tax bite, retaining control and ensuring you have enough for a comfortable retirement. This article explains how an intentionally defective grantor trust can minimize or even eliminate gift and estate taxes while helping family business owners retain control of their companies and maintain an income stream.
-
Give your company — and yourself — the gift of tax savings – 3 tips to implement before year end
November / December 2008
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 902
Abstract: It’s important to take time to address your business’s tax situation at any time of the year. But it’s especially critical as year end approaches. You can minimize the amount you give to the IRS, leaving you with more to invest in your business or save. Don’t delay, because many tax-saving techniques have to be implemented before year end. This article reviews three strategies: timing income and deductions, deferring tax on advance payments and increasing basis.
-
A closer look at rebuttal reports
November / December 2008
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: Valuators don’t generate a full-blown valuation report for every valuation assignment. Sometimes a rebuttal report will suffice. This brief article summarizes a few scenarios in which a rebuttal report might come in handy, including in unearthing discrepancies and preparing for trial.
-
Valuators can help smooth the rocky terrain of divorce
November / December 2008
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 968
Abstract: Early involvement of financial experts in marital dissolution matters facilitates the discovery process. It encourages information sharing and helps resolve financial settlements. This article uses a fictional case study to illustrate the ways financial experts can help throughout the divorce process from discovery to settlement.
-
Discounted cash flow basics — A bird in the hand is worth two in the bush
November / December 2008
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 1020
Abstract: Valuators use discounted cash flow (DCF) analysis when applying the income approach, which derives value from anticipated future earnings. A key component of any DCF analysis is the discount rate, which is the rate of return used to convert a future monetary sum into its present value. This article describes the ins and outs of discount rates and how valuators support these rates with market data and credible methodology.
-
No discounts allowed – Court applies standard to shareholder oppression case
November / December 2008
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 810
Abstract: Discounts for lack of control and marketability generally aren’t applied when valuing interests in the context of a shareholder dissent case. But, in Edler v. Edler, a Wisconsin court recently extended the principle to a shareholder oppression case, and as a result based the plaintiff’s award on the fair value of the corporation. This article summarizes the facts and findings of the case and discusses the implications.
-
Tax Court calculates its own values in FLP case
November / December 2008
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 1031
Abstract: In recent years, the U.S. Tax Court has heard its share of cases challenging the legitimacy of family limited partnerships (FLPs). In early 2008, though, it was presented with an FLP case in which the IRS merely challenged the taxpayer’s valuation. The court in Astleford v. Commissioner ultimately decided to pick and choose from the opposing experts’ conclusions to calculate its own values. This article explains how the court arrived at its numbers and what it could mean for taxpayers.