General & Family Business

Showing 1009–1024 of 1030 results

  • A QPRT lets you have your cake and eat it too

    April / May 2008
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 714

    Abstract: Most estate planning strategies involve some tradeoffs. For example, typically, to remove assets from your taxable estate, you must relinquish control over them. One estate planning tool, however, comes close to letting you have your cake and eat it too: the qualified personal residence trust (QPRT). This article discusses how a properly designed QPRT allows you to transfer your home to your children or other relatives and remove its value from your estate — while you continue to live in it.

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  • Take aim and fire! How market research can help you focus on the target

    April / May 2008
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 497

    Abstract: Researching and understanding your target market is key to knowing where and how to effectively aim your business’s marketing efforts. Missing the target and failing to generate a return on your marketing investment can seriously injure your business’s financial position. This article explains how you can avoid this fate, by applying a strategic, methodical approach to your marketing efforts, which includes market research. (Updated 1/4/12)

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  • Practical Perspectives: Key financial issue for you and your family – Getting back to basics with life insurance

    April / May 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 624

    Abstract: In this month’s Practical Perspectives, we meet newlyweds Nathan and Penelope, who recently decided they needed a financial advisor. With successful careers and a beautiful home, they had a lot to lose: If one of them died prematurely, the survivor might not be able to pay the mortgage. Among the first topics they discussed with their CPA were the two fundamental types of life insurance: term and permanent.

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  • Moneylines: News Briefs for Businesses and Individuals

    April / May 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 476

    Abstract:  This section offers four news briefs about: 1) A recent survey indicating that many businesses lack formal tax risk management strategies, 2) The traits and methods of identity thieves, according to a recent study based on Secret Service data, 3) How e-mail volume for corporate users is expected to rise to flood-like proportions in the near future, and 4) The results of a recent study indicating that baby boomers may not be as ill-prepared for retirement as previously thought.

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  • Reverse mortgages grow in popularity, availability

    April / May 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 623

    Abstract: In the past year or so, the word “mortgage” has usually raised negative connotations. Put the word “reverse” in front of it, however, and suddenly you’re referring to one of the more positive personal financing developments in recent memory. This article explores the widening appeal and availability of these personal financing vehicles.

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  • Risk management – Buy-sell agreements protect companies from themselves

    April / May 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 715

    Abstract: When business owners speculate about threats to their companies, they often overlook the human beings sitting next to them in the boardroom. An unanticipated ownership change can cripple a company’s ability to make executive decisions. One wise risk management move is creating and maintaining a buy-sell agreement. This article explains why. (Updated 6/11/12)

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  • How do you spell “success”? – 3 hallmarks of a profitable business

    April / May 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 987

    Abstract: Every business owner wants his or her company to succeed. Whether one leads a startup or a generations-old enterprise, it’s an easy (and obvious) thing to wish for. But what are the hallmarks of a successful company? This article names three: strong revenues, low production costs and minimal operating expenses. (Updated: 2/9/12)

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  • Selling a home in today’s market

    February / March 2008
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 550

    Abstract: Slumping sales in the single-family home real estate market is a reason for concern for anyone needing to sell their home. This article offers some practical advice for getting your home in marketable condition. Plus, it offers options to consider if it doesn’t sell quickly, such as selling to a real estate investor, auctioning it off or leasing it out.

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  • Pssst! Have you heard? Word-of-mouth marketing can help you build your business

    February / March 2008
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 313

    Abstract: This short article discusses why word-of-mouth marketing (a.k.a. referrals) is one of the best, most cost-effective ways to grow your business. Although you may be relying on successful product and service delivery to grow your company, you can maximize these opportunities by developing a program to handle referrals. This article explains how to do it. (Updated 1/4/12)

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  • The 4-1-1 on FIN 48 – New accounting rules can be taxing

    February / March 2008
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 651

    Abstract: Under the new FIN 48 accounting rules, some organizations must disclose uncertain tax positions on their financial statements. If you’re like many business owners, you may be concerned that these new requirements will not only increase your costs and affect your company’s earnings, but also provide the IRS and state taxing authorities with ammunition they can use during an audit. This article delves into the topic and attempts to answer these questions: Do the new rules apply to you? What does FIN 48 require? What about state taxes?

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  • Figuring out dependent tax breaks isn’t child’s play

    February / March 2008
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 864

    Abstract: Caring for children or other dependents may entitle you to a variety of tax breaks. But just because you support another person financially doesn’t mean that you’ll qualify. This article explores the intricacies of the tax code, and attempts to decode the IRS’s definition of “qualifying child.” Unlike previous definitions, which generally required that you provide more than half of a dependent’s support, the new definition relies on residency. This article also outlines four tests that a qualifying child must meet. A helpful sidebar discusses how to determine who’s entitled to tax benefits if more than one person claims a benefit with respect to the same child.

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  • Healthy computers = better performance

    February / March 2008
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 627

    Abstract: If you’re like most people, you know the feeling of your stomach dropping to the floor when a computer malfunctions or crashes. That feeling can turn to sheer panic when the computer malfunction is companywide. This article explains why maintaining your computers is critical to enabling and sustaining your business operations, and it offers practical advice on how to keep your company’s computers humming.

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  • Practical Perspectives: Key financial issue for you and your family – Comparing Coverdell ESAS with 529 plans

    February / March 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 626

    Abstract: In this month’s Practical Perspectives, we meet Floyd, an investment analyst, and Marietta, an educational researcher — a married couple with a five-year-old son and a newborn daughter. Like many parents, they’d heard and read plenty about 529 plans, but they wanted to know whether there were any other college funding alternatives worth considering. They visited their financial advisor, who explained one potential option: the Coverdell Education Savings Account.

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  • Moneylines: News Briefs for Businesses and Individuals

    February / March 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 439

    Abstract: This section offers four news briefs about: 1) A recent survey indicating that many companies are still ill-prepared for a technological disaster, 2) How the IRS has recently adjusted the allowable living expense standards that help determine how much delinquent taxpayers must pay, 3) The results of a recent survey revealing that many workers intend to delay their retirements, and 4) Why the beginning of the year is a great time to contribute to a traditional or Roth IRA.

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  • 5 easy steps to creating a financial disaster recovery plan

    February / March 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 575

    Abstract: Whether a massive flood that affects thousands or a sudden illness that affects only one person, should disaster strike, an individual’s financial solvency could very well depend on whether he or she has a clear strategy in place for paying the bills. This article offers five easy steps to creating a financial disaster recovery plan. (Updated: 2/9/12)

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  • Qualified plan loans – What you don’t know can hurt you

    February / March 2008
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 980

    Abstract: Among the risks of offering workers a “qualified” retirement plan (one that follows certain rules to qualify for beneficial tax treatment), such as a 401(k), is that the arrangement may allow participants to take loans from their accounts. Although employees often appreciate this feature, taking out a qualified plan loan can get workers into trouble — and hurt their companies as a whole. This article gives an overview of how qualified plan loans work for employers who may not be fully aware of all the risks involved. (Updated: 8/28/12)

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