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Showing all 4 results
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Drawing an effective budget
May / June 2010
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 1021
Abstract: Some dealers may live without a budget, putting all their emphasis on sales goals and projections. But setting one’s sights on sales alone is wearing blinders. Realistic budgeting allows a dealer to pay bills, fund commitments and invest in new opportunities when the timing is right. A budget should reflect the business plan, and should include realistic projections of all expenses and revenue. A sidebar briefly discusses the importance of comparing the store’s actual income and expenses to its budgeted projections on a monthly basis.
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5 common estate planning mistakes
March / April 2009
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 1021
Abstract: In today’s uncertain economic times, estate planning is more important than ever. A carefully crafted estate plan can help you provide for your family’s financial security at the lowest possible tax cost. This article explains five common estate planning mistakes to avoid.
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Year end tax planning – It’s business time for tax-savvy companies
October / November 2008
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 1021
Abstract: There are many ways to succeed in business. But, whatever a business owner’s approach, he or she will more than likely get a lot further by running a tax-savvy company that pays Uncle Sam his due without overpaying and, of course, without falling prey to penalties and interest. This article offers several year end tax planning approaches for business owners to mull over.
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Are draft expert reports discoverable? Federal court clarifies obligations
Winter 2008
Newsletter: Expert / Valuation & Litigation Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 1021
Abstract: Valuations performed for litigation purposes raise questions about whether draft reports are discoverable and whether a duty exists to preserve drafts and correspondence related to valuations. In Univ. of Pittsburgh v. Townsend, the federal district court for the Eastern District of Tennessee clarified the rules regarding the discoverability of draft expert reports. The court didn’t read FRCP 26(a)(2) as imposing an affirmative duty to preserve “all documents” or as requiring the disclosure of draft reports, but noted that “draft reports are certainly discoverable.”