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P rof iles, Adv i c e , In f or m at i o n F o r G ro w i ng B us i n e sse s

JULY 2008

Cellular vs.
Chuck Norris:
What’s The Better Bet? page 2

Avoiding Workplace
Violence page
p g 27

Outlaws Have More Fun.


Say HelloToThe
“Miltownkid.”
soho player page 14, Casey Payne
Glendale, WI • Phone: 414.736.3519
owner - publisher, cd vann • editor, jim kogutkiewicz • soho profiler - contributor, trish hundhausen
photographer, sarah hoeppner - I Do Photography • layout & design, VanderBloemen Creative

S O H O E XPE R T S
2 Cellular vs. Chuck Norris: 13 Selling Your House: More
Who’s The Better Bet? Than Just Accepting A Bid
Jason Kayzar John L. Chiappetta
MC2 Incorporated JD Financial Services, LLC
Phone: 414.788.1800 Phone: 847.986.2740
SOHO PLAYER, page 10 Email: jasonkayzar@mc2wi.com Email: JChiappetta@jdfinsvc.com

Casey Payne
3 Live Your L.I.F.E. Living In 14 See Sunshine Where
Outlaws Have More Fun. Fantastic Excitement Everyone Else Sees Rain
Say Hello To The “miltownkid.” Jeoffrey R. Hutcherson Jim Palzewicz
CinnerG Systems ActionCOACH Business Coaching
Phone: 262.894.3515 Phone: 262-790-1213
That’s right; miltownkid—all lower case. Still Email: cinnerg@earthlink.net Email: jimpalzewicz@
known to most as “Casey Payne,” at 28 years, actioncoach.com
he’s Gen Y’s answer to society’s notion of the
Renaissance man. All sorts of people from
4 Building An Intelligent
16 Web Writing: Much More
Database
around the world are finding they can’t get Mike Carroll Than Putting Pen To Paper
enough of Mr. Payne’s “daily” dose. Whether Intelligent Conversations Diana Myre
Phone: 414.727.9813 Comstar
it be his latest insights on Guitar Hero, micro
mike@intelligentconversations.com Phone: 262.953.6000
vs. macro economics, Chinese lessons, or even Email: dmyre@comstar.biz
his highly personal challenge with having
bipolar disorder, you can believe that he has 5 7 Reasons Why You
17 Avoid The Horror Of
loyal fans hanging on his every word. SHOULD Use A Workplace Violence
Travel Specialist Debra A. Slater
Katie Cianciolo Weiss Berzowski Brady, LLP
CruiseOne Phone: 414.270.2521
Phone: 262.347.4776 Email: das@wbb-law.com
Email: travel@wi.rr.com

Don’t Use A Hammer When19 To Sell Or Not To Sell:


Taxing Questions For The
7 The Job Needs A Drill
Small Business Owner
Stephanie Kern
VanderBloemen Creative Jason Seyfert
Phone: 414.828.2123 Northwestern Mutual
Email:stephanie@ Financial Network
vanderbloemencreative.com Phone: 414.358.5110
Email: jason.seyfert@nmfn.com
Loop de Loop de Loop
8 Leading Toward Wisdon In 20 ‘Coach, I Did It!’
Jose Vazquez
Your Organization Vazcom Communications
Mark I. Vincent, Ph.D., CSP
Phone: 262.620.0654
Design for Business Int’l
Email: jose.vazquez@vazcom.net
Phone: 877.771.3330
Email: marklv@
DesignForBusinessIntl.com

WE LIKE TO WATCH: www.sohobiztube.com 1


wifi and mobile technologies soho life coach
Love Your L.I.F.E.
Cellular Fees Living In Fantastic Excitement
vs. Jeoffrey R. Hutcherson
Chuck Norris: Beginning from where you are, let’s look at think that happiness is in the having
Jason Kayzar Who’s the better bet? how you are living, how you are thinking, of things, like cars, boats and other
how you are knowing, how you are growing. expensive items. What other things do
you think make a fabulous lifestyle?
Chuck Norris might be able to sneeze In the blue corner – Kevin Martin, the carrier. If you leave before your We all want to be happy with our lives,
with his eyes open, or slam a revolving head of the Federal Communications contract hits the profit or even break- our business and our family, but it seems We know that money can’t buy
door but he doesn’t stand a chance of Commission (FCC) said he wants to even point of their investment, they’ve that it’s hard to get all of it at the same happiness, but it would be great to know
going through life without paying fees. regulate fees charged to cell phone users lost money on you. Imagine going to time. When one works, one or more of about that firsthand, wouldn’t it? Just
There are bad four letter words, and then who cancel their wireless contracts early. your local Ford store and leaving with the others are off. give me the money and I’ll prove it. I have
there are filthy four letter words. “Fees” Right now there are no regulations, a free car. The catch is that you would been blessed to know people who have
definitely fits into the second category. carriers set their own terms and fees have to bring it back to them for all gas To be honest, it can sometimes appear money tell me they did not wait to be
Fees are used to hide all kinds of taxes individually. Ironically, many of the and service and you could only drive that something is not working the way happy until they reached their financial
and charges on everything from garbage big carriers waive these ETFs for it on “Ford approved” roads. If you you’d like. However, it’s exactly that goals. They practiced being happy during
pickup to cell phone contracts. Fees are Government accounts. decided you wanted a Toyota a few type of thinking that keeps you from the journey of achieving their goals.
everywhere, and I can’t think of one that months later, Ford would charge you firing on all of your life’s cylinders.
has a positive connotation (Sunshine And fighting out of the red corner - The the full price for the car because you Remember, you don’t have to achieve to
Fee? Happy Fee? Smile Fee?). On June wireless industry has proposed a plan to didn’t fulfill your end of the contract. Happiness is what we all want, but how be happy, but you can be happy achieving
14th, the FCC and at least one cellular the FCC giving consumers a chance to do we get it? We have been trained to and really have fun in the process.
company will square off at public cancel their cellular service without Depending on which figures you look at,
hearings designed to create a national any penalty. the average carrier’s cost per gross add
(CPGA) or cost to add a new subscriber TIPS FOR LIVING IN FANTASTIC EXCITEMENT (L.I.F.E.)
Early Termination Fee (ETF) policy
for all cellular subscribers. Right now to their network is $400 to $600. That The “No Complaining” rule: If you have something in your workplace you
consumers pay an early termination fee includes the advertising, network might want to change, look for the solution instead of just negatively venting.
of $175 or more for cancelling service upkeep, handset subsidy, etc. From the Have you ever noticed that if something doesn’t feel good to say, it might not
before the end of their contract. carrier’s perspective, an ETF at least be good to hear? Ask yourself if complaining about something or someone
helps recoup some of that cost. would lead you to a good-feeling place or not. Turn the words and thoughts
around. An example: I don’t like these long meetings, but I do like having

{
Either way the fight ends up, consumers clear communication and fresh ideas to grow the business.
will probably get a small victory. The
biggest downside is that carriers will
surely begin to move away from the
1 Can you see in this one area (“no complaining”) you can address all three
phases: your work, mental and emotional states of mind? You can choose to be
happy. All you need to do is control your focus. You know the saying: “You must
Under their plan, the clock starts You’ll pay
subsidized handset model.
change the way you look at things before the things you look at will change.”
ticking for consumers either 10 days full price for your next “free”
from receipt of their first bill, or 30 days
phone (about $150 to $$200) TO BRING MORE EXCITEMENT TO WHAT YOU DO:
after signing their contract. Once you
go beyond that time frame, you’d still be
on the hook for an ETF. In addition, if
the proposal passes, the FCC will take
away the right of individual states to
and companies won’t be as
anxious to sell handsets on price.
Also, the new rules will most likely not
apply to any existing contracts, you’ll
{
2
Ask empowering questions like: What novel idea is this? What’s the best
way to solve this problem? Then sit back and enjoy the process rather than
looking at places to cut back on, take out or sacrifice now to stay ahead.

regulate the ETFs. The proposal would need to re-sign with a carrier to get out Make it easier for you to be happy by letting up on your rules for
also “pro-rate” the fees based on the early (how’s that for irony?). what has to happen for you to be happy. We have all been caught in that
length of time left for existing contracts. trap. Where do you stand today? For example, do you need to have this type

Why do these fees exist in the first place?


The cell phone handset you own has
most likely been heavily subsidized by
As for Chuck, he’ll be alright. The only
sure things are Death and Taxes…and
when Chuck Norris goes to work for the
IRS, they’ll be the same thing.
{
3
of house before you can be happy? X amount of money before you can be
happy? That type of wardrobe to be happy? That is all well and good, but you
don’t need those things to be happy. Happiness is who you are, not something
you do. You already have it! And you can be happy along the way to those
things you’ve set out for yourself.

These are just some things that I have brought into my daily actions and thoughts to
love my life and my business. Try them for yourself and see what can happen for you.

2 WE LIKE TO WATCH: www.sohobiztube.com WE LIKE TO WATCH: www.sohobiztube.com 3


sales
biz travel
Building An Intelligent Database
Mike Carroll

Knowing who to talk to and what to say is a key element • Contact data - by title, internal parameters (sales person,
of having intelligent conversations. Sales and marketing operational support, etc.), by marketing campaign; by
teams spend lots of time and money buying and managing responses or contacts to your organization (they completed Katie Cianciolo
prospect lists, market data and customer information. And this web form on this date, they stopped by our booth at a
once you have the information, your Customer Relationship trade show and asked about x, etc.); and how each contact
Management (CRM) or Sales Force Automation (SFA)
system requires constant attention. And while these systems
relates to other contacts within the account. 7 Reasons Why
provide extremely powerful tools when used correctly, many
installations fail because:
• Activity filters - the ability to sort and organize by relevant
activities (marketing campaigns, service calls, presentations, You SHOULD Use
• Only portions of the system are used and there’s little
consistency in terms of which parts are used by each sales •
trade shows, etc.)

Market measurement - understanding your most profitable


A Travel Specialist
person. In many cases the sections used by sales people customers and then how many similar target accounts exist.
They go by many names: travel or cruise agents, planners,
are used incorrectly.
We’re seeing more situations where our clients need help specialists or counselors. They are professionals in their field.
• Total integration is elusive (it’s very difficult to stamp out building this type of database or finding ways to modify their
existing database to accommodate these types of views. It’s There are many misconceptions about using a travel agent,
all the sub systems and processes, home-grown reports,
a process that takes constant work, but when you get your such as: “They cost money, I won’t get a good a deal, I
spreadsheets, and other tools that have evolved over the
entire sales team moving together to leverage your data assets, lose my control, The Internet is better,” and so on. This
years, one sales person at a time).
the results can be remarkable. article will dispel those myths. As in any business, you
• There’s often a major disconnect between current customer need to check out whom you are doing business with and
data and market data (how many prospect accounts have “referrals” are a good way to start.
these characteristics?). Without the proper design before
hand, this problem only gets worse over time. Attention: Website Design Facts Travel agents have a highly stressful job as they have no
you NEED to KNOW! control over the outcomes for which they are responsible.
• Successful sales people build relationships. Relationships However, a travel professional does control the personal
are built on trust and trust requires honesty. Databases are Fact: service that they give to you - the client. They, many times,
never 100% honest (because the information changes every “A business can lose 60% of its will take responsibility and “make it right” for problems
day). So if a sales person gets inaccurate data they feel potential customer base by having beyond their control.
they’ve been “lied to” and no longer “trust” the system. a poorly designed website”
You spend hard-earned dollars to take a dream vacation, and
• And most systems require input from people - sales people, Fact: a good travel professional will help you create those lifetime
operations people, support people, marketing people, and If your website is not visually appealing memories and get you the best value for your dollar.
or information can not easily be
sometimes customers (web forms or surveys). Guess accessed, you may be losing a lot of
what? People make mistakes, enter things differently (XYZ
Corporation vs. XYZ Corp.), put things in the wrong
potential business.
ONE - Save Money
category, or simply get frustrated and skip it all together. Knowing these facts, don’t you owe it to your Get over the idea that you pay more if you use a travel
business to take another look at your website? agent. For most suppliers, the price is the same whether
It’s a lot easier to have intelligent conversations when you build If you find changes need to be made,
their product is sold via the Internet, direct or with a
an “intelligent database” that empowers the sales, marketing contact us and we will not only put best professional. Travel agents, however, may have some rates
and customer service team (rather than frustrates them). practices into place for you, we will also work not available to the public or that cannot be advertised,
to align your company goals, marketing such as group rates for cruises. The supplier pays travel
What does an intelligent database look like? Every organization strategy, and business processes - giving you agencies, so they do not charge extra fees. The exception
a true business asset.
will have its own unique requirements, but generally speaking an to this might be a fee for issuing airline tickets or for
intelligent database should provide the ability to sort, organize Visit our Website www.comstar.biz extensive hours of research.
and view the data from many different perspectives: and read about our design process!
Most cruise lines and some suppliers have a “no discount”
• Account data - by internal parameters (sales team, policy, so what you find on the Internet or direct will
operational support, etc.); by firmagraphic data (sales size, Or call us today! be the same price. Internet sites/call centers tend not to
(262) 953-6000 disclose all fees until the actual deposit process, and they
industry, geographical region); by marketing campaign; by
past or potential revenue; by service ticket, etc.

Continued on page 6

4 WE LIKE TO WATCH: www.sohobiztube.com WE LIKE TO WATCH: www.sohobiztube.com 5


“7 Reasons Why You SHOULD Use A Travel Specialist” continued from page 5

usually charge a “booking fee.” They might also want total Some agencies may specialize in certain types of travel, such marketing and design
payment upfront and charge extra for questions. Travel agents as cruises or niche markets. If you are interested in taking a
can choose to waive or change a fee, if necessary. And, yes, cruise, you could ask the travel agent:
there may be some lower fares on the Internet, but these sites
have to make up the difference somewhere, which could have
• What certifications they hold or are working on? Don’t Use A Hammer When
The Job Needs A Drill Stephanie Kern
negative effects later. Others are interested in just selling the • Are they a destination or supplier specialist?
product and collecting their fee - the end. No follow-up. If a
rate drops lower, the “computer” will not be calling you with • If they are a member of a professional association, such as
this great news! CLIA, NACTA, ASTA, etc.?
• Ask about their community involvement?
Some travel agents have a price guarantee or a supplier will Recently, I received a file from a client that needed creative Photography - The king or queen of all photo
match a competitor’s rate. It’s best to give your loyalty to an • How long have they been selling cruises? assistance. I was shocked (and appalled) to find out they were manipulation applications is Adobe Photoshop. Your digital
agent you trust, and if you happen to find a lower price, ask giving me a 150-page training manual created in Microsoft camera or even your PC may come preloaded with free
• How long has the agency or host agency been in business?
them FIRST if they can meet that price. PowerPoint. photo manipulation software, but the best choice is Adobe
• How many cruises have they been on? Photoshop. Use Photoshop when you need to adjust the
• Which ships? Which itineraries? Which ships inspected? color of a photo, reduce the size of a photo, design a creative
TWO - Save Time • Have they handled groups? Is there a group leader
Why? - I am not sure what was more surprising, the fact
that I was surprised, or the fact that I see this far too often.
background, or even for designing Web site graphics (along
Saving you time also saves you money. Many people do use with Illustrator.)
agreement? Thus, I feel it is my obligation to bring to the readers of
the Internet for initial research, but they still prefer to deal
• Who do they go to with questions? Magazine Soho a few tips on which software applications are
with a travel agent when it comes time to make a decision.
best suited for different creative projects. When To Use Word - Microsoft Word, PowerPoint
• What other things do they do for their clients?
The travel agent should ask questions about your likes and and Excel are wonderful tools, but they are NOT meant for
If you choose to design or produce your marketing pieces
dislikes, what activities you enjoy, what type of vacation you designing. Use Word for all letters/correspondence, mail
in-house, and ultimately have them produced through
want, what your hobbies are and more. From your discussions,
the travel agent can narrow down the selection process FIVE - Resources conventional printing methods, it is important for you to
merge or text-heavy documents. Technically you could
use Word for page layout, but I cannot stress this enough –
The travel agent should provide answers to your all questions use the appropriate software in order to facilitate a seamless
based on their experience and knowledge, make invaluable DON’T. Microsoft Word does not have the rich features and
and vital travel information. Travel agencies receive countless transition between you and your commercial printer.
recommendations and handle all the aspects of your travel. freedom that QuarkXpress and InDesign possess. Microsoft
calls from those that booked on the Internet. For some reason, Excel is a powerhouse for tables and charts, and PowerPoint
the Internet computer failed to tell them important information
THREE - Services and now their trip (and money spent) may be in jeopardy. Or Page Layout Applications - Use a page layout is the go-to man for creating presentations.
clients of other agents call because the office is closed. application whenever you are creating a marketing piece that
With a good agent, you can have price AND service. By Continued on page 8
includes photos and/or illustrations. This is especially true for
choosing a travel or cruise professional, rather than the
The agent should be able to give advice on a cruise’s multiple-page documents. Some examples include: brochures,
Internet, you get value-added service. You also have
shore excursions or optional tour packages. Travel agents newsletters, training manuals, magazines, catalogs, etc.
contact with a real person, personal service, unbiased
will advise clients on the importance of purchasing travel 1. Adobe InDesign*
recommendations and product knowledge. Some big Internet
protection insurance.
players outsource their customer service outside the country. 2 QuarkXpress*
You will most likely find a home-based agent to be more 3. PageMaker
convenient and flexible. Ask the agent: SIX - Assistance 4. Microsoft Publisher
The best-laid plans can sometimes go awry, such as a missing
• What are the office hours?
reservation, or a medical or family emergency emerges. The *InDesign and QuarkXpress are industry standards, and
• Who is available in an emergency or if the office is closed? travel agent should be available to assist you. preferred by most commercial printers.
• Can we meet at another location?
• How do I get my tickets? SEVEN - Insured Illustration - When you need to create a logo, illustration,
• Examples of how they’ve gone “above and beyond” for a client Ask the travel agent if they have: packaging, displays and booth graphics for example, most
printers will require you use one of the following applications:
• Errors and omissions insurance?
FOUR - Knowledge • Liability insurance? 1. Adobe Illustrator
With the price issue out of the way, that brings us to making • License or seller of travel permit (if required)? 2. Adobe Freehand (Freehand was purchased by Adobe
agent or agency selection and product knowledge. Qualified and will no longer develop further upgrades.)
travel professionals might work in an office setting or be home- When you find an agent, make a commitment to do business
3. Corel Draw
based. Many agencies also have a Web site and might offer with them, use their services, ask for prices and have
booking options via the Internet. Do not confuse call centers, brochures mailed to you. But don’t use them, their resources
reservationists or Internet sites as having “qualified” agents. and time if you have no intention of doing business with them.
Also, don’t confuse some of the emerging multi-level marketing Be honest and avoid deceptions. You should get excellent
schemes passing themselves off as travel professionals. service in return.

6 WE LIKE TO WATCH: www.sohobiztube.com WE LIKE TO WATCH: www.sohobiztube.com 7


leadership and development “Don’t Use A Hammer When The Job
Needs A Drill” continued from page 7

Tidbits Of Advice - Don’t


forget, when you create a document for
page layout and plan for that document
Mark I. Vincent, Ph.D. CSP to be output by a commercial printer,
you will need to include the following:
1. All photos you have placed in the
Loop de Loop de Loop document

Leading Toward Wisdom In Your Organization 2. All illustrations you have placed in
the document
I enjoy relating in conversation with a variety of small groups. A recent session
brought up the discussion of wisdom in organizations. We began with the difference 3. All fonts you used in the document
between single-, double- and triple-loop learning. 4. All of your photos/illustrations are
in the correct color space.
Single loop is a mere observation. We could call it data or information. An example is
getting my hand pinched in a door. Oww, that hurts! What is color space? If you are sending
your file to a printer, you need to be
Double loop is information that I carry forward to future possibilities. We call this
using CMYK, which stand for cyan,
knowledge. I avoid getting my hand pinched in future situations by keeping my hands
magenta, yellow and black. I could
clear from closing doors. Whew, I avoided that one!
throw spot colors in the mix, but then
Triple loop is working backwards to understand the physics involved and working things would get too complicated. If
forwards to apply my knowledge in new situations. This is where wisdom is on you do not plan to have your document
display. I not only avoid getting my hands pinched, I help others avoid it too. Also, I printed, then you may use the RGB –
notice other ways that pinching can happen and learn to avoid them without getting red, blue and green – color space, which
hurt, continuing to pass my insight along to others for their benefit. And, I notice how is the standard for all computer displays.
this works figuratively, as in relationships, and not just physically. Wow, look what
we got done together! Does all of this sound foreign and
too much to remember? Then I have
In my small group discussion, one friend pointed out that one must believe there is a solution: hire the professionals. If
wisdom to be gained or they would not take the time to find it. He went on to observe you ever wondered why marketing
that we also must be committed to wise use of that wisdom (at which I wondered if and design services are expensive and
one can be considered wise if they do not act wisely). take too long to produce, it’s because
they have plenty of training (past and
So, how does one demonstrate such a commitment, particularly as a leader in
continuing), knowledge and talent.
organizational life?
They enjoy the creative challenge, so
It begins with being “others-centered” - a commitment to help others perform well, challenge a designer today!
an openness to learn from the experience of others and a love for working with
others to generate knowledge that can be passed along. Without this value, one works
solely for themselves and uses others in ways that benefit selfish desire. There may
be short-term benefits from acting in totally self-interested ways, but the long-term
organizational and personal benefit is ultimately sacrificed.

If I am not “others-centered,” I cut off a major flow of information from which I


might benefit. If I refuse to listen to the wisdom of others, I end up in single- or
double-loop learning only. Single- and double-loop learning is important, but cut
off from wisdom, single- and double-loop learning become more expensive to
the organization. Leaders and line workers end up flailing around and learning by
bumping into things, and through accidental discovery.

May we be cursed with happy accidents, but may we not become dependent upon
them! Wisdom demands our deliberate attention to the matters at hand for the benefit
of those who come this way after we do.

8 WE LIKE TO WATCH: www.sohobiztube.com WE LIKE


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OUTLAWS HAVE “ Casey’s videos range
from funny entertainment
to motivational, and from

tutorial to autobiographical
“vlogging (video logging).
MORE FUN.
Say hello to the “miltownkid.”
That’s right; miltownkid—all lower case. Still known to most and more. He feels YouTube is a great marketing tool. “It all
as “Casey Payne,” at 28 years, he’s Gen Y’s answer to society’s started with ‘The Red Ring of Death’ video. You can Google it.
notion of the Renaissance man. All sorts of people from around I was having a problem with my X-Box, and I was so frustrated,
the world are finding they can’t get enough of Mr. Payne’s “daily” I decided to make a video. I said, ‘I’m gonna document this!’
dose. Whether it be his latest insights on Guitar Hero, micro vs. Mainly just to stick it to Microsoft. People thought it was funny,
macro economics, Chinese lessons, or even his highly personal and then I started getting requests for more funny videos.”
challenge with having bipolar disorder, you can believe that he
has loyal fans hanging on his every word. Casey’s videos range from funny entertainment to motivational,
and from tutorial to autobiographical “vlogging (video logging).”
It was the evening of Saturday, June 7th, and possibly the worst He enjoys the freedom the internet allows to do things his way.
day of thunderstorms and tornado warnings Milwaukee has Some fans prefer just one subject; others, something else. He
brewed up this year, as Casey and I chatted over snacks and takes all viewer comments into consideration as to hone his
beverages at Water Buffalo in the city’s Third Ward. I sincerely brand into something that is both for them and for himself. “It’s
thanked him for braving the storm to meet me, but he said he a balance between doing what you want to do, and what the
didn’t mind, and that while living in Taiwan, he had seen many audience wants you to do.”
a typhoon that made our day’s weather look something like a
pleasant picnic. Friendly and unassuming, while donning an His ideas seem to be endless. Casey has a plan for a barter
outward intensity that is striking and yet refreshing, it quickly exchange business, mainly for one-man shops. Another hope is
becomes apparent why miltownkid makes sense. He is as excited to create a better kind of school designed to help creative people
about life as is a little kid waking up on Christmas morning. realize their visions. He thinks this group is much bigger than
most assume. He taught English in Taiwan for five years to
Casey is a full time economics major, fluent in Chinese, an IT kids ages four to fourteen; a major life changing experience. “It
pro, and a winning Brazilian jiu-jitsu competitor as well as a was part teaching, part entertainment, and learning to deliver
member of the YouTube Partner program. He explains that he a message in a way that it would be received. You can’t force
applied to become a member, and to his surprise, a few days later it into them,” says Casey. “It’s connecting with kids on their
he was accepted over “tons” of other candidates. “If you have level--which is really a higher level. Kids really are like sponges.
enough subscribers, and you’re videos are getting enough views, They want to learn if somebody is just willing to explain things
and you’re content’s okay, they merge your account with Google to them. My name is miltownkid for a reason. I think of Toys-
Ads, and then share the revenue from the ads with you.” Other R-Us, and their slogan, ‘I don’t want to grow up.’ And I made a
benefits include larger file downloads, the ability to add banners, commitment to that.” Visit Casey at www.miltownkid.com.

10 WE LIKE TO WATCH: www.sohobiztube.com 11


accounting
Selling Your House:
More Than Just
Accepting A Bid
John Chiapetta
It’s the middle of the year and are you still thinking about
taxes? Maybe you are, but maybe you’re not.

Obviously, there are a lot of transactions that happen during


the year which affect your year-end tax return. Over the past
few years, I can say that the sale of a principal residence or
investment property has ranked high on the list of taxpayer
questions. Even in this down real estate market, there are In essence, you need to be in your home and using it as a
quite a few inquiries. principal residence for two years at the date of sale.
The sale of your home or principal residence is governed by So, what happens if you sell your house within that two-year
IRC§121(b). The rules have changed over the years and still might time frame? And what is that like-kind exchange mentioned
not be clear, so let’s look at the rules in the simplest of terms. in No. 1. Basically, I am running out of space and will need to
There is an exclusion of gain on the sale of a principal residence continue next month with some additional information on the
of $250,000 filing single, or $500,000 married filing joint. Wow, sale of a principal residence. Also to follow is ownership and
what does that mean? Let’s take a look at the following examples: sale of rental property.
My cousin Vinny lives in a relatively new subdivision in
Illinois. He has had his house with his wife and children for
about three years. He was given the opportunity to work in
Milwaukee. For this new position, he wanted to sell his house
in Illinois and move to Wisconsin. He originally purchased
the house for $350,000. He has it on the market for $400,000.
“How are you communicating If he gets the asking price, he is well below the $500,000
exclusion of gain. Vinny gets to keep the money, tax-free.

with your potential customers? Now, Vinny’s sister Carmela lives nearby. She is much
younger and is living the single life. She likes to stay with

Are you familar with new media?” family and decides to leave the subdivision in Illinois and
move with her brother Vinny. She originally purchased her
home for $300,000 and has it on the market for $365,000. If
At VanderBloemen Creative we make it our priority to stay she gets the asking price, she will have a tax-free gain on the
on top of new and innovative ways to assist our clients with sale of her personal residence of $65,000. She falls into the
their marketing and design. Let us show you some of the exciting $250,000 exclusion of gain for a single individual.
new ways to promote your business and reach more people.
Well, is this too good to be true? Of course, our government
Visit our web site at imposes ownership on use tests for the above to stand. Let’s
take a look at some of the rules:
www.vanderbloemencreative.com
or call us at 414.828.2123 1. Gain may be excluded only if, during the five-year period
to schedule a free consultation. that ends on the date of sale or exchange, the individual
owned and used the property as a principal residence for
periods aggregating two years or more. If the house was
acquired in a like-kind exchange, the taxpayer needs to
VanderBloemen Creative LLC have an aggregate of a five-year stay.
marketing & design for growing businesses
2. There is relief of the above rules for uniformed services,
foreign service and intelligence personnel called to active
duty away from home.

12 WE LIKE TO WATCH: www.sohobiztube.com WE LIKE TO WATCH: www.sohobiztube.com 13


business coach

See Sunshine Where Everyone Exceptional people become available due to layoffs and cutbacks.
This can be your best opportunity to grow your business, market
Reduce costs and increase profits by focusing on selling more
of what you already have, rather than investing in new product

Else Sees Rain share and talent pool at wholesale, not retail prices. Isn’t this how
successful investors maximize their portfolios?
development. Adapt your sales process to change your prospect’s
attitude by addressing economic concerns and objections up
front, and how you will help them to achieve their goals. I know
Jim Palzewicz Solidify your market position as a solid, successful company by of a business in the construction industry that, by focusing
continuing your marketing and sales presence. Now is the time on improving its sales process, grew its Q2 written orders by
Read today’s newspaper or listen to the news, and there it is - negative thinking! You’re reminded at
to outshine your weak competitors who are cutting back on their 624 percent over Q1, and is on track to double its revenue and
every turn that there’s plenty of blame and excuses to justify why your business is not performing to
marketing and staff. Grow your market share now, and as the pie - explode its profit in 2008. What’s holding you back from making
your expectations. Yet I know plenty of entrepreneurs who are having their best year ever! What’s their
your market - grows again, your pie slice will be even larger. this happen in your business?
secret? How can you apply what they already know to reach your business goals, despite the economy?
Some strategies to accomplish this include: If you’re getting excited about today’s market opportunities,
your mind-set is moving in the right direction! Times like these
• Take advantage of better pricing for marketing and determine the market winners from the also-rans. How are you
advertising. making 2008 your best business year ever? Let me know by visiting
my blog, “The SOHO Biz Doctor” at www.sohobiztube.com.
• Test and measure to ensure your marketing is focused on
achieving sales results.
Thanks for seeing the SOHO Biz Doctor, the cure to
• Tailor your marketing message to your customer’s pain. what’s ailing your business!
• Get even closer to your customers and cement their loyalty to
you as a problem solver.

• Partner with your clients to outsource more of their needs to


you as they cut costs and staff.

CinnerG Systems
217 Wisconsin Ave #311
We Find Answers Waukesha, WI 53186
www.CinnerG.com
262-894-3515

Business Consulting:
Enhancing Strengths
& Releasing Sabotaging Fear Factors
These business owners are simply applying and make time to think long-term. While you. Expect your best year ever, and focus
what successful people have known negative thinkers are overwhelmed your team on the actions that will make it Personal/Group Development:
throughout history – your ATTITUDE and anxiously waiting out the storm, happen. Your positive momentum today is
determines your RESULTS. It’s gut- successful entrepreneurs take ownership the seed for tomorrow’s success. Team empowerment
check time. How’s YOUR attitude doing? for finding the opportunities that today’s • Business Organization DELAFIELD
400-D Genesee Street
Connecting team members to a
Financial mastery is necessary to take • Commercial and Residential Real Estate
Let’s review the mind-set of successful economy is offering them. They stay
advantage of today’s opportunities. Cash
• Contract Preparation & Negotiation
Delafield, WI 53018
TEL 262.646.5812 collaborative goal.
entrepreneurs in today’s economy. current but don’t dwell on negative news, • Employee Benefits
FAX 262.646.3340
which they know is a constant threat to is king, so budget your cash flow and • Environmental
M I LWAU K E E
Stress Management:
• Estate & Business Succession Planning
Today’s successful business owners their positive mind-set. strengthen your banking relationships so 700 North Water Street
• Labor & Employment
realize the economy is constantly that funding is available to take advantage Milwaukee, WI 53202
Corporate Chair Massage
• Land Use & Zoning TEL 414.276.5800
changing and runs in cycles. Some aspects NOW is the time to become a better of opportunities that present themselves to • Litigation/Dispute Resolution FAX 414.276.0458

may be doing well, others doing poorly. leader for your team. Their attitude is positive thinkers. Weaker competitors may • Tax
www.wbb-law.com
It’s imperative to look at the big picture simply a reflection of what they see in be ripe for acquisition at bargain prices.

WBB3113 4x5 B-W Ad.indd 1 11/19/07 12:14:51 PM


14 WE LIKE TO WATCH: www.sohobiztube.com
Process Black
WE LIKE TO WATCH: www.sohobiztube.com 15
web design and IT legal eaze
Web Writing: Much More Than Avoid The Horror Of Workplace
Putting Pen To Paper Diane Myer Violence Attorney Debra A. Slater
Discussing a new design for a Web site can be a very exciting than say those reading a printed document. When visitors
Increasingly, the news contains reports of workplace violence. mentioning a testing program can cause a problem applicant
and emotional experience for a company. However, it is easy come to a site, they quickly scan the page for relevant
The stories are usually bizarre and often come to a tragic end. to walk away. If an employer decides to implement a testing
to get caught up in the look of the site and forget about information that jumps out at them. Chances are they will
Typically, they represent the culmination of events that, in program, it should formulate a clear, written testing policy,
the most important element, the content. A new Web site not sit in front of a computer screen and read word for word.
hindsight, could have been better controlled. This article will communicate it to applicants and include a statement on
design should signal the need to take a look at the content Therefore, your content needs to be presented effectively, have
explore some steps employers can take to minimize the risk of the application form that drug testing may be part of the


as well. Writing for the Web is very different from writing a the ability to be read quickly and be easy to understand. Below
workplace violence. application process.
printed document. I want you to ask yourself: Is our content are some tips to implement for easy-to-read content for the Web.
appropriate for the Web? In dealing with an existing work force, an employer must
Writing Tips Supervisors should be instructed guard against situations that can escalate out of control.
Your Current Web Site Content 1 Use bullet points instead of long sentences or Supervisors should be trained to give fair employee
How did you decide what content was going to go on your paragraphs. While a lot of details may be fine for a to be on the lookout for any evaluations and to establish and enforce harassment policies,
Web site? Did you just take the text from your sell sheets and
other materials and type it onto your site? If so, you need
to know that the content on printed materials may not be 2
printed document, Web site visitors want concise points.

Don’t try to make a hard sell on the Web site. Putting


changes in employee behavior
and to take all threats seriously.
“ grievance procedures and security procedures. Supervisors
should be instructed to be on the lookout for any changes in
employee behavior and to take all threats seriously.
effective for the Web. Print media does not always translate the words “Call Today” at the end of a flyer may be
fine, but on your site, try putting calls to action within An effective harassment policy should not only inform
well to the Web site because there are certain techniques for
paragraphs to help you ease into the sell. A careful employer should review all job applications, employees of the procedures to be used to report questionable
online writing that you need to follow.
conduct in-person interviews, contact references, check behavior, but it should also encourage them to report any
Why would the print media not translate well? The answer is 3 Do not make the content of your site dependent upon
content on other pages. In printed documents, there
criminal records, and in appropriate cases, perform drug questionable behavior, no matter how minor. Consistent with
this policy, employers should uniformly and immediately
that visitors to your Web site have a different reading style tests. When reviewing an application, employers should note
should be a flow with the information, but online a any unanswered questions, suspicious reasons for leaving enforce all rules that prohibit threats, horseplay, fighting and
visitor may enter any page and they have the ability to other jobs and any inconsistencies. The applicant should be weapons at work.
Continued on page 18
click from page to page so they may not be getting the asked why he/she left previous employment, and the employer
whole picture. should ask for permission to contact previous employers.
Then, it should contact them. Job application forms should
4 Put your most important content first, and at the top of
the page above the fold line. A printed document may
include a statement signed by the applicant stating that all
of the supplied information is true and acknowledging that
have an intro and ease into the important information,
falsifying the application is grounds for termination.
but many visitors online do not take the time to scroll.
Having the most important items first may increase the A personal interview should ensue, as it is an invaluable tool,
chance that they are reading the items you really want giving employers a chance to evaluate the applicant’s reaction
them to read. to probing questions. During the interview, an employer
should ask about gaps in employment or education, question
5 Use headlines or bold text to make words stand out and
do not underline text. Remember, on a Web site you
the reasons for frequent job changes, and evaluate the
applicant’s overall demeanor and interpersonal skills.
must never underline text unless it is a link.
An employer can also learn a lot from references. Not only
Resources will an employer learn about the applicant, but also the
If your company is struggling with content, there are some applicant’s choice of references could be revealing. When
resources that can assist you. If you would like an internal speaking with references, employers should ask them the
person from your company to do some research, I would reason for the applicant’s departure and eligibility for rehire.
recommend the book “Call to Action.” It has a section on An employer may also want to ask whether they believe the
how to write for the Web and provides real-life examples. If applicant will be a good fit for the job in question.
you feel that writing content would be better outsourced
In Wisconsin, it is illegal to deny employment because of
to a professional, check with your Web site designer. Some
a prior criminal conviction unless the circumstances of
Web site design companies offer the service of professional
the conviction relate to the job in question. Nevertheless,
copywriting for a small fee.
employers should check an applicant’s background for felony
Remember, the content on your Web site should be updated convictions and then evaluate the nature and severity of the
regularly and it should be written specifically for the Web. conviction relative to the job in question.
Better content leads to increased interest from visitors, which
Some employers require drug testing as a condition of
leads them to take action and contact you!
employment once they make a job offer. Often, merely

16 WE LIKE TO WATCH: www.sohobiztube.com WE LIKE TO WATCH: www.sohobiztube.com 17


“Avoid The Horrow Of Workplace Violence”
continued from page 17 finance
Once an employer learns of a problem, it must take immediate
action. This includes determining such things as what
happened, when and where it happened, and the identity
To Sell or Not to Sell…Taxing Questions
of witnesses to the event. As it gathers this information, an
employer should listen carefully to the perpetrator’s version For The Small Business Owner
of the incident, consider whether to suspend the perpetrator Jason Seyfert
during the investigation, prevent the perpetrator and victim
from coming into contact, keep the investigation confidential
Graphic Color Ad
Selling the business may be one of the toughest things a small When the context is fully understood, attorneys, accountants,
by only sharing information on a need-to-know basis, and business owner will ever do. Aside from the emotional aspects, insurance representatives and other financial professionals can
consider using the assistance of outside professionals. Talked to Mike. They will be plac- it takes time to sell a business and the sale can often stretch help the owner determine the most effective way to address
If an employer ultimately decides to terminate a potentially ing the ad themselves. We will see it out over a number of years. And, for those contemplating concerns such as minimizing the tax liability. The heart of
violent employee, it should alert security personnel (if it has on their proofs. the sale of their company or preparing ahead to retirement, the matter is to know where the owner wants to go with the
them) or area law enforcement. It should also alert the victim. concerns about the actual sale often revolve around taxes. But business and why.
If possible, the termination meeting should be held in a neutral minimizing the tax liability is actually an end result rather than
location - away from the work site. There should always be the heart of the plan itself. The issue most worthy of a business Finding clear objectives can be difficult, however. The
at least one other manager present during the termination owner’s worries is developing a solid succession strategy. emotional, physical and financial investment is so high, just
meeting, and the employer should emphasize business-related imagining stepping aside may be difficult. The objective,
reasons for the termination. It should also consider getting a Succession planning is a must to help ensure a promising third-party perspective of outside consultants can often help
restraining order against the employee. future for the business, maximize the sale price and minimize
an owner solidify and prioritize objectives. Professionals
the taxes due at the time of sale. A lack of careful succession
knowledgeable in business succession planning can also help
Workplace violence is a growing problem. Employers can help planning can be a major downfall for a business owner and is
business owners determine a future direction, develop a plan
to control it by reviewing hiring practices, establishing and a key reason why two-thirds of all family firms do not succeed
enforcing effective harassment policies, and taking problems to the next generation. and help increase the chances for a successful sale of the
seriously when they develop. Employers should also recognize business when the time comes.
that they might need to involve outside professionals to Unlike a family heirloom or a parcel of real estate, a business is
provide assistance and outplacement services that are beyond not something that can be easily valued and sold in a day or on Tax liability, while a valid concern, need not impede a business
their expertise. Ultimately, the best prevention may involve eBay. It is not self-sustaining and does not run on “auto-pilot.” owner from accomplishing his or her dreams. The most
nothing more than taking potential problems seriously with a If the owner were to leave or if a new person should step up to important step is to know exactly what those dreams are and
willingness to address them. the plate, a company’s shape, focus and ultimate success are developing a plan that can help turn them into a reality.
all at stake. A business, then, must be treated differently than
any other part of an owner’s estate and much consideration is
required in order to successfully transfer its ownership.
Why Is It So Hard To Hire
The process can vary from business to business, but some of
the steps in business succession planning include:
Good Sales People?
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in your pocket. motives. Are funds needed for retirement? Does the owner if you knew they would be successful? With a
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• Timing the succession. Does the owner/seller want to
trademarks of Research In Motion Limited - used by permission.

continue working as long as possible or retire in five or 10


years? Will the succession occur gradually, or does the owner/
www.intelligentconversations.com
seller want to completely walk away from the business?

18 WE LIKE TO WATCH: www.sohobiztube.com WE LIKE TO WATCH: www.sohobiztube.com 19


life and work balance

i k e t o W a t c h
Love: The admiration and love I receive from the girls
cannot be replaced. I see them at the grocery store, their
eyes open wide and they scream, “Coach!” They run up to
me and give a big hug. Then they proceed to tell me what is
new in their life. That feeling can never be duplicated with a
We L
Jose Vazquez substance or man-made item. I firmly believe this is a basic
need for all entrepreneurs to function at their best.

‘Coach, I Did It!’ Fundamentals: So many coaches concentrate


I don’t know where to start with coaching. I have to say it
on winning that it takes the fun out of the game and leaves
girls lost on how to play the game properly. I learn that you
have to break it down to the absolute fundamentals of the
USA Today says
has been one of the most rewarding things I have ever done
in my life. I can finally tell people I did something important
game. One season my team was extremely overmatched
on paper. I had the youngest and least-experienced team in
the league. Teams were whooping us bad, but by the end of
web video is
in my life! I often think about how empty my life would be
without my softball team. Those six hours I spend a week
the year, we beat the best team in the league. The assistant
coach came to me and asked me how I was able to get the
girls to improve so fast. I told him that I learned a valuable
“Marketing Gold.”
with the girls, I learn more about living life the right way lesson in life: I did not concentrate on winning but I did
than I do spending 100 hours a week with adults. There are concentrate on making the girls feel like winners.
so many rewards it is hard for me to collect my thoughts, so

So join the “Soho


So many leaders put the focus on the end result or the sales
I will break down three of them. goals and not the fundamentals it takes to reach the goals. I
now concentrate all my efforts on developing my sales team
and less on the results. It has been amazing to see. As the
belief in my reps goes up, so does their revenue numbers.
Man, life can be so simple. I know we have a way of
complicating things.
Gold Rush!”
Refreshing: This enlightenment has been
amazing. At times, I can get focused on the business from
sunrise to sunset. My mind is wrapped so tight around the
No bloopers or jokes!
business you could not peel it back with a crow bar. Since
I became a coach, I now have a healthy outlet to release
Just your products and
my mind from the business. For those two hours during a
game or practice, I forget I’m a business owner, I forget
services targeting
I’m married, I forget about all my challenges. My mind is
completely released from the world and 100 percent of my
your market.
concentration is on the girls. Watching the girls get better,
game-by-game, and having them yelling to me, “Coach, I
did it! I finally did it,” have become priceless memories in
Experience the
my life.

After the games, I’m alive with energy, and my mind is


benefits. Become
refreshed and ready to take on the challenges that will arise. a member today.
My mind is rested and ready to go at it 100 percent!

I could go on and on with the benefits of being a coach. I


Visit www.sohobiztube.com
highly recommend entrepreneurs get involved in any activity
that involves children. Children live off true principles, and
their energy is contagious. They will command your attention
and give your mind the break it needs from the business. I
assure you the rewards will be second to none.

20 WE LIKE TO WATCH: www.sohobiztube.com WE LIKE TO WATCH: www.sohobiztube.com 21

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