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September 9, 2015
Published by 
Dan Isard on September 9, 2015
Dan Isard on September 9, 2015In speaking to a colleague recently, the topic of entrepreneurship came up. He remarked that successful entrepreneurs make a decision and do not second-guess themselves. They choose a path and move forward with guts and gusto. Shortly thereafter, I received a call from my sister, who is a regional sales director. A few minutes into our conversation, I made a comment that ended with the phrase, “There is hope.” Her response was, “In the world of sales, hope is not a strategy.” It was barely 8 a.m. and already my mind had been challenged by two poignant thoughts. As I drank my coffee, I reflected on these conversations and how they relate to funeral service. Most of us do not see ourselves as an entrepreneur or salesperson. However, the truth is that we are both. As business owners, we are responsible […]
September 9, 2015
Published by Dan Isard on September 9, 2015
Dan Isard on September 9, 2015Dan Isard interprets five key dynamics of the 2015 NFDA Consumer Awareness and Preferences Survey. While funeral directors should review the entire survey he focuses on 5 key dynamics: Attendance, Shopping, Choosing a Funeral Home, Religion and Cremation. According to Dan, these are important trends or awareness points of consumer interaction.
September 9, 2015
Published by Dan Isard on September 9, 2015
Dan Isard on September 9, 2015Dear Dan, I’m a long-time reader, first-time writer. I have an estate of about $4 million. I am married. My will was written in 2005 by the best law firm in Chicago (Al Capone used it so it must be good). Upon my death, my will creates a family trust and credit shelter trust. I do 200 calls out of one location and own my real estate. I have second-to-die life insurance and life insurance in an irrevocable trust. I fund it each year, giving my kids a present interest in that trust. This plan allows for zero federal estate taxes. I am ill. Not sickly but not buying any green bananas either. Yesterday, I played golf with a young estate lawyer who told me that due to the change in the federal estate tax, all of the wills, insurance […]
September 2, 2015
Published by Dan Isard on September 2, 2015
Dan Isard on September 2, 2015In this final series on IRS Rules Regarding Gifts, Diane DeClercq discusses tax deductible issues pertaining to Employee Rewards and Meals and Entertainment. Tax issues with employee awards are complex. For Meals and Entertainment it is important to keep good records and your receipts.
August 18, 2015
Published by Dan Isard on August 18, 2015
Dan Isard on August 18, 2015Phoenix, AZ August 18, 2015: Daniel M. Isard, president of The Foresight Companies, LLC announced today that Christopher L. Farmer, long time industry legal expert, has joined his company as a financial and business management consultant.