General & Family Business
Showing 993–1008 of 1042 results
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Practical Perspectives: Key financial issue for you and your family – Quelling marital discord with a postnuptial agreement
August / September 2008
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 676
Abstract: In this issue’s “Practical Perspectives,” we meet Denis and Marjene. They’d been married for almost 20 years when Denis decided to leave his steady job as a civil engineer to pursue a startup centered on a product he’d invented. He wound up accruing substantial debt and even dipping into the couple’s retirement savings. As a result, the couple’s discussions about money got so heated that they began to fear for their marriage. To get a better idea of just where their finances lay, Denis and Marjene paid a visit to their financial advisor, who suggested, cautiously, that the couple consider a postnuptial agreement.
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Moneylines: News Briefs for Businesses and Individuals
August / September 2008
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 450
Abstract: This section offers four news briefs about: 1) How, unlike once upon a time, workers now want their employers’ help with planning for retirement, 2) A recent IRS reminder urging homeowners to learn the rules of deducting points while refinancing their mortgages, 3) Chilling news from the Better Business Bureau that loan scams perpetrated against small businesses are on the rise, and 4) The fact that, according to a recent study, gas prices, income and health care top many Americans’ worry lists.
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7 critical business valuation terms you should know
August / September 2008
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 639
Abstract: Every business owner will likely need to have his or her company appraised at some point. Appraisals are essential in the event of a business sale or merger, for creating or updating a buy-sell agreement, or for devising and refining an estate plan. A good way to preempt the uncertainties of the appraisal process is to learn some basic valuation terminology. This article provides seven terms business owners should know. (Updated: 6/11/12)
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Trends in compensation – Pay-for-performance model beckons many companies
August / September 2008
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 650
Abstract: Compensation is, one might say, the original motivator. Yet precisely how to compensate employees is no longer the simple concept it once was. This article examines one compensation model that has been beckoning many companies of late: pay-for-performance. (Updated: 8/28/12)
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Carrot, meet stick – Use your estate to motivate with an incentive trust
August / September 2008
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: Many people think of their estate plan as, ultimately, a passive concept. That is, it can transfer your wealth to beneficiaries, but it can’t really give them your wisdom or help them make sound life choices. This article looks at one way to shift this paradigm — with an incentive trust, which sets guidelines for how a beneficiary becomes eligible to benefit from the trust.
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Protecting data on your personal computer
Summer 2008
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 304
Abstract: As the world has gone digital, everything from family photos to financial records is being stored on personal computers. But information stored on a computer isn’t invincible: Hard drives crash, data gets destroyed by viruses, and files are accidentally erased. This brief article offers some options for backing up your home system, including software and hardware solutions, plus applications you can find only online.
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Transfer assets tax efficiently with an IDGT
Summer 2008
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 609
Abstract: It’s natural to want to pass as much wealth as possible to your heirs when you die. This article explains how using an intentionally defective grantor trust (IDGT) can help you do just that. Plus, it explains how an IDGT can help you minimize your estate taxes and even transfer interests in your business. It’s a must-read article if transferring wealth to your heirs is a key goal.
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Tips for protecting your assets from future creditors
Summer 2008
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 645
Abstract: You’ve worked hard to build your net worth. But if you haven’t set up adequate protections, your assets could be attacked by frivolous lawsuits or unreasonable creditor claims. This article offers tips on how to implement asset-protection strategies that will defend your assets against potential legal and financial hazards. (Updated 7/20/12)
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How to connect with younger workers
Summer 2008
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 713
Abstract: There’s a new generation of employees making their presence felt in the workforce. Known as “Generation Y” or the “Millennials,” this new wave of workers grew up in a different time with a different culture and thus differ in their work habits and goals from preceding generations. This article explores ways to keep these young workers onboard and productive, such as by offering a lot of structure and praise and learning to accept iPods at work.
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Keep owner conflicts at bay: Use a shareholder agreement
Summer 2008
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 803
Abstract: It’s important that business owners see eye-to-eye on major issues that affect the growth and productivity of their company. This article explains why a well-drafted shareholder agreement is essential for defining procedures for handling stock ownership transfers and outlining explicit ground rules for how a business should be managed. A sidebar discusses how some agreements include short-term disability coverage.
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3 ways to keep inventory under control
June / July 2008
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 330
Abstract: Excessive or obsolete inventory can be a big drain on your cash flow. In addition to the cost of purchasing or manufacturing it, there’s a significant cost just to keep it on your shelves. The more inventory you have, the greater your expenses for transportation, storage, handling, insurance and financing. In some states, inventory is even subject to personal property tax. This article describes three ways to keep inventory (and your costs) under control. (Updated 4/4/12)
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Be the top dog: Use search engine optimization
June / July 2008
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 488
Abstract: In today’s plugged-in business world, your customers have a plethora of Internet-based information search tools—commonly known as search engines—at their fingertips to quickly locate products and services. The return on investment in your company’s Web site depends largely on how quickly prospects can locate your site when using these tools. This article offers some tips on how to get your URL listed higher on search engine result pages.
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Managing your credit history
June / July 2008
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 569
Abstract: Like most people, you’re probably well aware of the importance of managing your credit history to protect your standing among current and future lenders. What you may not know, however, is how to go about doing it. This article gives you the lowdown on how to obtain your credit reports (free of charge), what to look for on those reports and how to defend your position if you detect fraudulent activity.
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Let’s be reasonable – Setting salaries for S corporation owners
June / July 2008
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 834
Abstract: If your business is an S corporation, the way you characterize payments to owners who work in the business can have a significant tax impact. For instance, failure to pay reasonable salaries to these shareholder-employees raises a red flag for the IRS. And if the agency reclassifies distributions of corporate profits as wages, you may be hit with a hefty bill for back payroll taxes, penalties and interest. This article offers tips on how to ensure salaries are reasonable. A sidebar illustrates how costly not doing so can be.
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How can you make the most of Social Security?
June / July 2008
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 680
Abstract: As life expectancies grow, planning for retirement is more important than ever. For some people, Social Security will be a significant source of income. For others, it will make up a relatively small portion of their retirement funds. Either way, it pays to maximize the benefits. This article gives some guidelines to help you determine when you should start collecting benefits. For example, you’ll need to consider your life expectancy, other sources of income and your career plans. (Updated 1/3/12)
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Practical Perspectives: Key financial issue for you and your family – Cleaning up tax records can help fend off an IRS audit
June / July 2008
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 620
Abstract: In this issue’s “Practical Perspectives,” we meet Mike and Beverly, a married couple with two young daughters, who recently decided to finally get their house in order — literally. Beverly’s job was to organize the family’s financial records and, when she went to do so, she began to get frustrated about what tax-related documents she needed to keep and for how long. Wisely, she called her financial advisor, who had some answers. (Updated 6/11/12)