Corporate Communications Archive — Business Owners

• BOD401K: Making 401(k) Plans More Attractive (longer vers.)
• BOD401KA: Making 401(k) Plans More Attractive (shorter vers.)
• BOD401KB: Making 401(k) Plans More Attractive (incl. overview and quiz)
• BOEA4UU: GRATs-- Keeping Business Assets Away from Uncle Sam (alt. vers. w/ case study)
• BOEA5UU: The Two Faces of a GRAT (alt. vers. w/ case study)
• BOEB104: Business Succession--A Family Affair (longer vers.)
• BOEB106: Business Succession--A Family Affair (shorter vers.)
• BOEB122: Involving the Family can be Good Business
• BOEBIZ02: Wealth-Transfer Taxes can Take Their Toll on Small Firms (shorter vers.)
• BOEBIZ03: Wealth-Transfer Taxes can Take Their Toll on Small Firms (longer vers.)
• BOED1UU: Does Your Company Have a Succession Plan?
• BOEF0N2: Planning for Continuity--Your Business Estate (longer vers.)
• BOEF0N3: Planning for Continuity--Your Business Estate (shorter vers.)
• BOEF1N3: Business Succession Planning--Is There Life after Death?
• BOEFAM0: Family Business--Should It Remain "All in the Family"?
• BOEFB02: Winning Strategies for Succession Planning (incl. Disney case study; personal tone)
• BOEFB04: Business Succession Planning: "The Future is Now" (incl. case study)
• BOEFB06: Winning Strategies for Succession Planning (incl. Disney case study; formal tone)
• BOEFLPG4: FLPs: A Mechanism for Discounted Transfers (alt. vers. w/ case study)
• BOEFLPG7: FLPs: A Mechanism for Discounted Transfers (alt. vers. w/ case study)
• BOEFLPG8: FLPs: A Mechanism for Discounted Transfers (alt. vers. w/o case study)
• BOEG116: Business Succession Considerations for Small Business Owners (longer vers.)
• BOEG118: Business Succession Considerations for Small Business Owners (shorter vers.)
• BOEG243: A Business "Will" Can Go a Long Way
• BOEGEN03: Estate Planning: Sifting Through the Basics
• BOEH073: Your Business and Your Family--A Look at Personal Issues
• BOEPA196: Intrafamily Transfers Using a Private Annuity (incl. quiz and case study)
• BOEPA199: Retaining Family Business Ownership with a Private Annuity (shorter vers.)
• BOEPA200: Transferring a Closely-Held Business with a Private Annuity (longer vers. w/ case study)
• BOESCRP1: Estate Planning Challenges Facing S Corporations (longer vers.)
• BOESCRP3: Estate Planning Challenges Facing S Corporations (incl. overview and quiz)
• BOESCRP4: Estate Planning Challenges Facing S Corporations (shorter vers.)
• BOESDO1: Split Dollar and S Corporations--Still a Viable Option? (longer vers.)
• BOESDO3: Split Dollar and S Corporations--Still a Viable Option? (shorter vers.)
• BOESDO4: Split Dollar and S Corporations--Still a Viable Option? (incl. overview and quiz)
• BOESOP00: An Intriguing Exit Strategy for Today's Business Owner (longer vers.)
• BOESOP99: An ESOP with a Charitable Twist (shorter vers.)
• BOESTK01: Stock Transfer Options for S Corporations
• BOGBEGIN: In the Beginning—Starting a Business
• BOGEP01: Issues Facing Today's Family Business Estate
• BOGSUR01: Keeping Sight of Personal Priorities (alt. vers.)
• BOGSUR03: Keeping Sight of Personal Priorities (alt. vers.)
• BOGWTNE1: Women-Owned Businesses on the Rise
• BOHA013: Retirement Planning for the "One (Wo)Man Band"
• BOHB0UU: The Benefits of Qualified Plans (longer vers.)
• BOHB1UU: 401(K) Plans: A Nice Fit for Small Business Owners (specific to 401(k)s)
• BOHB2UU: Qualified Plans Make Sense for Business Owners (shorter vers.)
• BOHBNUS4: Nonqualified Plans--Baiting the Benefit Hook (alt. vers.)
• BOHBNUS8: Perking Up Benefits--Executive Bonus Plans (alt.vers.)
• BOHDBDC1: How Do You Define Retirement Plans?
• BOHDFEC1: Voluntary Relief for Qualified Plan Defects (incl. overview and quiz)
• BOHDFECT: Voluntary Relief for Qualified Plan Defects
• BOHPLN97: A Comeback for Defined Benefit Plans? (shorter vers. w/ case study)
• BOHPLN99: Traditional Pension Plans Deserve a Closer Look (longer vers. w/ case study)
• BOHSAFE4: Stretching Your Limits with the Safe Harbor 401(k) (alt. vers.)
• BOHSAFE5: Stretching the Limit with a Safe Harbor 401(k)?
• BOHSAFE8: Stretching Your Limits with the Safe Harbor 401(k) (alt. vers.)
• BOHSAFEO: Stretching Your Limits with the Safe Harbor 401(k) (incl. overview and quiz)
• BOHSAF11: Stretching Your Limits with the Safe Harbor 401(k) (alt. vers.)
• BOHSAF12: Stretching Your Limits with the Safe Harbor 401(k) (shorter vers.)
• BOIA032: Disability Protection for Small Business Owners (alt. vers.)
• BOIA132: Disability Protection for Small Business Owners (alt. vers.)
• BOIA135: Disability Protection for Small Business Owners (alt. vers.)
• BOIA136: Disability Protection for Small Business Owners (alt. vers.)
• BOIBSA1: Creative Retirement Solutions for Professional Corporations
• BOIBYSL3: Your Death. . .Your Company's Demise? (alt. vers.)
• BOIBYSL4: A "Curtain Call" for Your Company? (alt. vers.)
• BOIC0UU: Understanding the Disability Buy-Sell
• BOIC103: Disability-Proof Your Business
• BOICOVR2: Don't Let a Disability Derail Your Business (incl. case study)
• BOID0U1: A Prescription for Disability
• BOIDSABL: Business Owner's Disability Income Protection
• BOIF0D1: Funding a Business Buyout: Listen to the Experts
• BOIF0D2: To Ensure Business Continuity, It's Best to be Prepared (incl. case study)
• BOIG072: Ensuring Continuity with the Disability Buyout (alt. vers.)
• BOIG173: Ensuring Continuity with the Disability Buyout (alt. vers.)
• BOIINTRP: Business Interruption Insurance--A Necessity Often Overlooked
• BOIKEY01: How Smart Businesses Stay High and Dry (alt. vers.)
• BOIKEY02: Keeping Your Business on Firm Footing (shorter vers.)
• BOIKEY04: Maintaining an Even Keel with Key Person Insurance (alt. vers.)
• BOIKEY9A: Maintaining an Even Keel (alt. vers.)
• BOIKPER1: Can You Afford to Pass Up Key Person Insurance? (longer vers.)
• BOIKPER2: The "Key" to Business Success (shorter vers.)
• BOINQDC1: Deferred Compensation--Don't Get Caught Short
• BOINTRP2: What if Business Grinds to a Halt?
• BOPA014: Personal Wealth Should Prosper with Business Growth (alt. vers.)
• BOPB0U1: Personal Finance Basics for Busy Owners and Executives (shorter vers.)
• BOPB124: Personal Finance Basics for Busy Owners and Executives (longer vers.)
• BOPD1UU: Business Owners and Executives: Don't Forget Personal Planning, Too
• BOPPLAN: Accumulate Personal Wealth While Building Your Business (alt. vers.)
• BOPPLAN1: Accumulate Personal Wealth While Building Your Business (alt. vers.)
• BOPPRK01: Perk Up Your Employees--They May Feel Better
• BORA0UU: Maintaining the Proper Banking Relationship
• BORB0UU: Consider Equity Investment for Your Business (alt. vers.)
• BORB152: Consider Equity Investment for Your Business (alt. vers.)
• BORC1UU: How to Raise Money for Your Business
• BORC2UU: Investigate Your Options before Raising Capital
• BORPGEN1: Planning Continues Upon Retirement
• BORSUR1: Putting Your Company's Surplus Funds to Work (incl. math example)
• BORSUR2: You Work Hard, Why Not Make Your Surplus Funds Work, Too? (incl. case study)
• BORSUR3: You Work Hard, Why Not Make Your Surplus Funds Work, Too?
• BOSA042: Buying and Selling--A Skilled Professional to Help You
• BOSB022: Smart Steps toward Selling Your Business
• BOSBKLT3: Succession Planning--Securing Your Company's Future
• BOSBS01: The Buy-Sell Agreement--Ensuring an Encore Performance for Your Business (alt. vers.)
• BOSBS02: Buy-Sell Agreements--Don't Neglect Your Family's Future (incl. case study)
• BOSBS03: Buy-Sell Agreements--Are You Prepared? (alt. vers.)
• BOSC082: Ten Tips to Follow When Selling Your Company
• BOSD1D2: Entrepreneurs: Continuing the Spirit (incl. case study)
• BOSHIRE2: Stepping Out of Your Predecessor's Shadow (incl. case study)
• BOSHIRE3: Family Business--Stepping Out of Your Predecessor's Shadow (alt. vers.)
• BOSPIT1: Selling Your Business: Be the "Top Dog" not the "Underdog"
• BOSPRE1: Family Business--"Letting Go" of Control (alt. vers.)
• BOSRET1: When Keeping Your Small Business is the Right Choice (alt. vers.)
• BOSRET2: Sometimes, It's Better to Keep Your Company
• BOSSEL01: Selling Your Business (incl. case study)
• BOSSEL02: Consider the Options When Selling Your Business (incl. case study and chart)
• BOSSELL1: Securing Your Future with Succession Planning (shorter vers.)
• BOSUCP10: Business Succession Planning—10 Steps to Success
• BOT98BS2: Clearing the Air on the Family-Owned Business Exclusion
• BOT98BS3: Estate Tax Update for Family Business Owners (shorter vers.)
• BOT98BS4: Clearing the Air on the Family-Owned Business Exclusion (shorter vers. w/ case study)
• BOT98BS5: IRRA '98: Making Amends for Family-Owned Businesses (incl. overview and quiz)
• BOT98BS6: Clearing the Air for Family-Owned Businesses (longer vers. w/ case study)
• BOT01EP1: How the New Tax Law Affects Business Owners
• BOT01EP3: New Developments in Estate Planning for Business Owners
• BOTCHLD1: Employ Your Children--Keep Your Business in the Family
• BOTFAM01: It Can Pay to Employ Family Members
• BOTFAMB1: Family Employees Bring Home Tax Benefits
• BOTINDE1: Small Business Concerns--Independent Contractors (incl. overview and quiz)
• BOTINDEP: Independent Contractors: Pitfalls for the Small Business
• BOTKID96: The Dollars and "Sense" of Hiring Your Children
• BOVA152: The Difficulty of Valuing a Closely-Held Business (longer vers.)
• BOVA153: A Rule of Thumb for Closely-Held Business Valuation (shorter vers.)
• BOVMINOR: Keeping Your Business in the Family with Minority Discounts (longer vers. w/ case study)
• BOVMINR1: Minority Discounts: Keeping the Business in the Family (longer vers. w/ case study)
• BOVMINR2: Keeping Your Business in the Family with Minority Discounts (shorter vers. w/ case study)