Do Not Call!

When many of us first heard of the national Do Not Call registry which took effect in October 2003, we probably sympathized and recalled our own experience with an annoying call from a telemarketer in the middle of a family dinner. By now, you probably know that these rules apply not only to telemarketers, but also to other businesses whose employees solicit business over the phone, including you.

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Sexual Harassment Training Now Required for Supervisors in California

The California legislature has enacted a law that will have a significant impact on all employers with 50 or more employees. The new law requires that, by January 1, 2006, all employers with 50 or more employees must provide at least two hours of classroom or “other effective” training and education regarding sexual harassment to all supervisory employees who are employed as of July 1, 2005, and to all newly hired or promoted supervisory employees within six months of becoming supervisors.    more »
Retirement Account Planning

Most taxpayers are aware that if their estate value is over a certain threshold, the government imposes an estate tax. However, many taxpayers do not realize that irrespective of the value of their estate, any balance remaining in their retirement account will be subjected to income taxation when it is distributed to their designated beneficiary. Planning to postpone the taxation on retirement accounts can be as important as your estate planning.   more »
Cutting the Fat?

It doesn't take a Wall Street wizard to realize that one way to increase a dealership's profits is to cut the dealership's expenses. In an effort to become leaner and more efficient operations, some dealers have taken drastic steps to revamp and even eliminate their Finance and Insurance Departments. With computer software available to take a salesperson through the finance process and with the familiarity of standardized forms adding to that salesperson's level of comfort, it is possible to have a well-trained and knowledgeable salesperson take the customer through the entire sales transaction.    more »
Estate Planning for Business Owners

Estate Planning for Business Owners   Business owners have a unique set of estate planning challenges. These challenges deal with the unfortunate things of life: death and taxes. However, proper preparation through combinations of legal and estate planning can save your heirs and your business from potential collapse.

Questions to ask yourself are:

  • Who will run my business when I am deceased?
  • How will my partners deal with my heirs?
  • How will my estate pay the taxes due without having to liquidate the business?
  • How will I be able to equally distribute the value of the business to my children when only one of them is actively involved?

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