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From Estate Tax Trap To Tax Victory

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FROM ESTATE TAX TRAP TO TAX VICTORY by Irving Blackman You hear it all the time: 'Tax law is too complicated.' Well, it is. My job is usually to explain complex tax law in understandable langu...

To Capitalize Or Not To Capitalize, That Is The Question

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TO CAPITALIZE OR NOT TO CAPITALIZE, THAT IS THE QUESTION by Irving Blackman Many business owners have questions concerning repair vs. capitalization problems. If Hamlet had owned a business, he ...

'Tis The Season - For Epli Claims

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'TIS THE SEASON - FOR EPLI CLAIMS by Wayne Bernstein Today's sizable workforce means that people from all walks of life interact with one another in the course of a workday. As a resu...

Imagining A Marketing Manager's Conversation

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IMAGINING A MARKETING MANAGER'S CONVERSATION by Knight Berman How a company makes decisions and executes them has long been a puzzle to agents. Sometimes, the decisions seem to ref...

Legal Fees: An Ounce Of Prevention

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LEGAL FEES: AN OUNCE OF PREVENTION by John Beringer Dont underestimate the value of a second opinion, particularly a legal one. In this document, John Beringer offers an example ...

Develop A Legal Fee Management Strategy Before You Need It

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DEVELOP A LEGAL FEE MANAGEMENT STRATEGY BEFORE YOU NEED IT by John Beringer In a significant majority of lawsuits, legal fees outweigh t...

Why Manage Litigation?

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WHY MANAGE LITIGATION? by John Beringer The thought of having to deal with a lawsuit can be stressful, to say the least. But what if you could hire a professional to handle all of the de...

RISK ABATEMENT IN A HARDENING MARKET: YOUR CLIENT AND YOUR FIRM CAN WIN WITHOUT LOSING by John Beringer No longer can you as the agent simply sit back and await the outcome of a client...

A Cash-Flow Budget For An Insurance Agency

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A CASH-FLOW BUDGET FOR AN INSURANCE AGENCY by Zachary Berhau Some agencies show a paper profit year in and year out. Suddenly one day, they're in financial difficulty. How can an agency makin...

Buying A Book Of Business

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BUYING A BOOK OF BUSINESS by Richard Bergsund During the past nine years our executive search firm has been involved in a substantial number of assignments to find superior performers for internatio...

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