This section of The Business Library consists of reports on personal and business financial topics of critical importance to individuals, investors, executives, business owners and their families, and the professionals who advise them, including accountants, lawyers, insurance agents, and bankers.

The reports are proven products. Over the last 30 years, they have helped more than 300,000 individuals who have used several million copies of our reports, manuals, advisories, books, seminar workbooks, and newsletters to guide them in business, family, and investment management and planning.

These how-to, comprehensive reports provide answers to your big-dollar questions, concerns, and opportunities. They include illustrations, examples, and checklists for use today and to save for future reference. They cover the important subjects to help you and your family your retirement, investments, compensation, insurance, cash flow, taxes, assets, financings, and business management.

The reports are available for you to download in .pdf format. To do so, you will need Acrobat Reader. If you do not have Acrobat Reader, you can download it free of charge by clicking here.

The complete series of 14 Action Reports consist of 8 Family Action Reports #101 through #108 and 6 Business Action Reports #201 through #206.

The cost for the entire series is only $112 a discount of $28 (20%) off the total price of $140.

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Family Action Reports

#101 Formulas Help You Decide When to Hold, When to Sell 9 pages. $10

To help you decide if it's worth holding a stock or bond for a long-term gain. How much can the price drop before any long-term tax savings are wiped out? How do you make the best use of your losses to maximize your tax savings?

#102 Impact of Points on Your Total Mortgage Costs 9 pages. $10

To help you calculate the real cost of points and their impact on the effective interest rate when financing or refinancing a personal, business, or investment mortgage.

#103 How the IRS Values a Family Business 23 pages. $10

To help you establish a value for a business and document that value to hold up against any future challenges from your family, heirs, successors, or the IRS.

#104 How to Maximize Retirement Income, Minimize Taxes 13 pages. $10

To help you increase your after-tax retirement income by taking advantage of all your options for maximizing retirement contributions and minimizing the tax burden of withdrawals.

#105 42 Investment Actions to Take Today and Throughout the Year 33 pages. $10

To help you minimize capital gain taxes, maximize the tax savings from investment losses, increase investment income, and reduce investment portfolio risks.

#106 21 Ways to Reduce and Effectively Use Premiums 15 pages. $10

To help you lower your annual insurance premium outlays, assure all necessary protection, and identify coverage gaps and risks.

#107 A Roadmap for Your Retirement Planning 22 pages. $10

27 facts and actions to help you design a retirement plan that sets aside sufficient money for retirement, maximizes the amount available to you by taking advantage of all legal and tax options, and shelters as much of that money as possible from taxes.

#108 How Interest Rate Changes Impact Bond Prices 9 pages. $10

To help you reduce portfolio risk by fully understanding the relationship between interest rates and long-term securities. The analysis applies to debt instruments, common and preferred stocks, tax-exempts, zero coupon bonds, US Treasury notes and bonds, utility stocks, and corporate bonds.

Business Action Reports

#201 Rules on Automobile Use and Deductions 10 pages. $10

To help you comply with the complex auto rules that apply to all company employees and owners, including family members. If the IRS audits your books, personal use of company-owned autos is at the top of its checklist, along with travel logs and other recordkeeping requirements. This Report is a "must read" for all individuals who own part or all of a business and for the professionals who advise them.

#202 Protecting Your Company's Confidential Information 8 pages. $10

To help you protect your company's proprietary and privileged information from misuse and/or dissemination by potential buyers, lenders, investors, executives and employees, consultants, advisers, salespeople, agents and reps, and competitors.

#203 Criteria for Setting Your Compensation 14 pages. $10

To help you set and justify your annual salary. What are the 12 principal criteria? How do you set salaries for your spouse or other family members? How do loans, company performance, salary history, and ownership positions affect compensation? What are the 10 actions you should take to avoid compensation problems and questions?

#204 Loans To and From Your Company 7 pages. $10

To help you stay out of trouble with the IRS and other owners on all loans to and from the company. This Report applies to stockholders, partners, board members, employees, family members, and affiliated businesses owned by the company or its stockholders personally.

#205 Solving Cash Flow Problems During Tough Times 25 pages. $10

50 strategies to help you increase your cash inflow, reduce cash outflow, and manage your cash. Includes six examples on how to price your products to increase sales and profits.

#206 12 Ways to "Multiply" a Business' Value 17 pages. $10

To help you get the most money for your business by applying the highest possible multiple to the company's highest adjusted profits. Examples illustrate the adjustments and the impact on the company's profits, value, and selling price.