Tips for avoiding common growth mistakes | How to meet hyperpersonalization expectations | Exit planning should be included in regular business reviews
June 5, 2018
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Business Growth Strategies
Tips for avoiding common growth mistakes
Business growth can lead to problems without proper planning, writes Arkady Bukh, partner at Bukh Law Firm. He discusses potential pitfalls with loyalty programs, hiring and cybersecurity that could hurt your company.
Entrepreneur online (5/29) 
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How to meet hyperpersonalization expectations
Business-to-business marketing teams must adapt to deliver the hyperpersonalization now expected by prospects, comprising experts such as data analysts, creators and communications executives, Emily Lyons writes. The customer journey must be personalized at every touch point and it's critical that data is robust to ensure personalization is relevant to each individual prospect, she writes.
Forbes (5/21) 
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Estate Planning
Exit planning should be included in regular business reviews
Family and closely held businesses should regularly consider exit planning in business strategy reviews and estate planning to get a handle on the company's potential value, point to possible buyers and mitigate transaction barriers, suggests attorney Nathan Brill. He contends this is the best way to maximize the value of a business sale down the road.
WealthManagement (5/25) 
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Estate-planning tips for clients with special needs beneficiaries
For clients who have family members with special needs, estate planning can be more complex as it also "requires the ability to navigate the confusing and often counter-intuitive rules of government benefit eligibility," write attorneys Robert Freedman and Alexis Gruttadauria. They offer 13 tips for advisers with clients in this situation.
WealthManagement (5/9) 
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Key Employee Compensation
Employees shift attention to retirement over health care benefits
Two-thirds of workers are more drawn to retirement benefits than they are to health care plans offered by employers, according to a Willis Towers Watson survey. They appear especially willing to surrender more from paychecks for retirement benefits than for ballooning health care costs.
The Washington Post (tiered subscription model) (5/10) 
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How to find success with employee-benefits programs
Benefits options need to be relevant and built on company objectives, writes Jerry Edmondson of Aon. Use multiple channels to communicate options and remind employees about their benefits throughout the year, he suggests.
The HR Director (UK) (5/27) 
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Managing Taxes and Risk
Uncertainty continues over new tax law, entrepreneurs say
Many small-business owners continue to be uncertain about how provisions in the new tax law -- including a 20% deduction for owners of pass-through entities -- will affect them. Entrepreneurs and advisers are waiting for the IRS to write guidelines explaining aspects of the law.
The Associated Press (5/23) 
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The financial realities that clients need to understand
Clients may benefit when advisers take a blunt approach to explaining financial realities. Here are 10 issues to discuss with clients, including the risk of holding excessive cash reserves and the fact that real returns are more important than nominal returns.
Financial Planning online (5/23) 
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Retirement Planning
How to give retirement planning an immediate boost
Spending only a few hours analyzing saving and investing decisions can pay huge dividends down the road. Following these six easy tips can substantially improve how you live in retirement.
U.S. News & World Report (5/30) 
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Tax law could prompt decision to convert IRAs to Roth IRAs
For clients wondering whether to convert their individual retirement accounts to Roth IRAs, attorney Bruce Steiner says the tax law "may tip the scales in favor of converting substantial amounts now." He notes that a conversion could have particular benefits for middle-income IRA owners under the law.
WealthManagement (5/21) 
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Curiosity will conquer fear even more than bravery will.
James Stephens,
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