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May 13, 2008
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 Baden Business News  
The First Objective in Estate Planning  
   

Janice Schlemmer, CPA, Estate, Trust, & Gift Tax Manager, Baden, Gage & Schroeder, LLC

Do you want to preserve your family business?  Are you interested in reducing estate tax?  The first step in developing an estate plan involves answering these and other questions to determine your objectives.  Click on "Full Article" for more information.

 
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 Timely Opportunities  
Estate Planning Opportunities in Today's Environment  
The current low interest rate environment may lead to various estate and gift tax planning opportunities for affluent individuals. If you are interested in transferring wealth to your children, grandchildren or other beneficiaries, check out these six techniques that may help you and your beneficiaries profit from historically low interest rates and depressed stock values. We'll also tell you about a surprising new IRS ruling that gives more latitude to taxpayers setting up irrevocable trusts.  
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 Sales  
Coach Your Sales Team to Maximum Performance  
Shift your sales operation into overdrive by coaching your associates in every aspect of their jobs throughout the year. By setting interim goals, tracking results and providing extra guidance, you can motivate your sales team and watch profits climb. Click "Full Article" for a description of how to go about this.  
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 Marketing  
Assess Customers — And Yourself — For Maximum Profit Potential  
It's important to measure your customers' needs and expectations, but don't stop there. Use that information to adjust the way your company perceives your customers and to double-check your ability to provide the required level of service.  
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Baden Business News is provided with the understanding that it does not provide an accounting, tax or legal service. Contact a qualified professional with any questions or concerns about the information presented in this newsletter to investigate how it may apply to your specific situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer.

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