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Showing 17–22 of 22 results
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The name game: A critical acquisition decision you shouldn’t neglect
April / May 2010
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 637
Abstract: Among the many decisions buyers must make after acquiring a company is the fate of that company’s name. The potential fallout from a name change — or, conversely, from keeping the name — means that careful thought and a sound strategy should go into the choice. A variety of options are available, but the best one rests largely on the purpose of the merger itself.
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A formula for estate planning success?
Year End 2009
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 637
Abstract: An important goal of many estate plans is to optimize use of the unlimited marital deduction, which allows one to leave any amount of assets to a U.S.-citizen spouse estate-tax free. In many cases, however, leaving too much can cause one to overpay estate taxes. To achieve the best tax result regardless of what the future holds, many people incorporate a marital deduction formula into their estate plans. But formulas aren’t right for every situation, and their impact can change over time, such as when net worth or tax laws change. This article takes a look at the distinction between pecuniary and fractional formulas, and whether it’s necessary to use any formula at all.
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Secrets behind securities fraud
November / December 2009
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 637
Abstract: Growing numbers of individuals, entities and institutions have poured into the securities and commodities markets in recent years. Increased participation has, in turn, led to increased opportunities for — and incidents of — fraud. Particular schemes to look out for are Ponzi and pyramid schemes, along with “pump and dump” scams that fraudulently inflate stock prices.
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Write a grant proposal like you mean it
Fall 2009
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 637
Abstract: As investment portfolios have dramatically declined in value and donations have dried up, grant-making organizations have had to scale back the amounts they can award to deserving applicants. So sloppy grant proposals are even less likely to hit their mark now. To compete successfully for these diminishing funds, nonprofits’ proposals should be succinct and focus on the essentials, and applicants must pay attention to details such as accurate numbers and deadlines.
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Buying while the buying is good
Summer 2009
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 637
Abstract: In this downturned economy, many dealerships in sound condition are wondering if this is a good time to expand by taking over dealerships that are for sale. But this is a decision that should be weighed with the utmost care. It will be necessary to size up one’s own financial health, calculate the risks, and look at the strengths and weaknesses of the prospective workforce.
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Rocky economy alters the valuation landscape
May / June 2009
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 637
Abstract: The ripple effect of the global economic downturn has reached the realm of business valuation. As the value of real estate and businesses in many industries has dropped dramatically, valuators have been forced to change some of their methods. This article explains how declining values are affecting how appraisers approach estate, divorce and merger and acquisition valuations. These experts, for example, may advise delaying the estate valuation date as late as the law allows or move up divorce court dates.