April / May
Showing 1–16 of 425 results
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News for Nonprofits
April / May 2020
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 431
Abstract: This issue’s News for Nonprofits highlights Congress’s end to UBIT on transportation benefits, a new charity rating site called ImpactMatters, and the sale of the .org registry.
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3 steps to effective benchmarking
April / May 2020
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 609
Abstract: Benchmarking an organization against set standards for productivity — and, yes, profitability — is a widely recognized method for boosting nonprofit performance. Yet many nonprofits engage in the practice only sporadically, forfeiting some significant benefits. This article eases the process by offering a three-step sequence.
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Warding off fraud at your nonprofit – Some simple measures can protect you
April / May 2020
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 657
Abstract: Case after case shows that fraud is often committed by the most trusted or tenured nonprofit employees. So to protect the donations and grants entrusted to them, nonprofits must take specific steps to thwart potential fraudsters. This article examines the components of an ethical culture, fraud deterrence policies and common nonprofit frauds.
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Succession planning: The future is now
April / May 2020
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 822
Abstract: When a senior leader leaves a nonprofit, it can affect every aspect of the organization. Whether the departure is planned, such as a retirement, or is unexpected due to a resignation, termination or death, every nonprofit should have a plan to reduce disruption and ensure continuity. This article discusses putting together a solid succession plan, including determining the requisite qualifications and identifying appropriate candidates. A sidebar discusses the transition period between old and new leaders.
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License vs. franchise: What’s the difference?
April / May 2020
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 395
Abstract: Some businesses choose to license, rather than franchise, their products or services. Although licensing generally requires less cash to support and maintain than franchising, a licensor may still need access to some capital to support future business aspirations. This article explains that, while a license agreement may be a borrower’s best option, each situation needs to be assessed on a case-by-case basis. It also notes that, before lending to a licensor, the lender should review the current licensing agreements.
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A dashboard report sheds light on a loan’s viability
April / May 2020
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 552
Abstract: Sorting through a collection of complex and disparate financial data to discern what’s most pertinent to a loan portfolio is both an art and a science. A periodic dashboard report can shed light on potential trouble spots — before it’s too late. This article explains how dashboard reports provide timely, relevant input that can help lenders evaluate the financial status of a borrower, especially if they have specific concerns about the company’s viability.
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Think long-term – Relationships are key to retaining borrowers
April / May 2020
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 573
Abstract: Online banking is trending and becoming a watchword. Traditional bankers or lenders might be scrambling to catch up and implement the latest technology. But while technology is important, good, old-fashioned relationship building is often the most effective approach to retaining borrowers over time. This article discusses ways lenders can build those relationships, including staying alert for refinancing options or more borrowing opportunities — and keeping in touch with borrowers regularly.
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The pros and cons of lending to a dying business sector
April / May 2020
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 825
Abstract: A business in a dying industry sector doesn’t fail overnight — it might take years to reach the point where it can no longer operate as a going concern. In the meantime, it likely will need access to debt capital. This article discusses when it might make sense to lend to a business in a dying sector, and how lenders can maximize loan profitability while mitigating the risk. A sidebar lists some of the signs that a mature business sector faces a questionable future.
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Timing matters in inter partes review
April / May 2020
Newsletter: Ideas on Intellectual Property Law
Price: $225.00, Subscriber Price: $157.50
Word count: 469
Abstract: Inter partes review (IPR) offers parties an expedited opportunity to challenge the validity of a patent outside of court. But, as one challenger recently learned the hard way, it’s critical that arguments against patentability be raised at the proper time. This article reviews the court’s finding that an IPR petitioner may not raise in reply an entirely new rationale for why a claim would have been obvious. Henny Penny Corp. v. Frymaster LLC, No. 18-1596, Sept. 12, 2019, Fed. Cir.
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No harm, no foul – Fair use defense wins trademark infringement case
April / May 2020
Newsletter: Ideas on Intellectual Property Law
Price: $225.00, Subscriber Price: $157.50
Word count: 625
Abstract: Athletes are known for “leaving it all on the field,” or going all out in competition. A nutritional consultant firm for athletes recently took the same mindset to a trademark battle — but it didn’t emerge victorious, because a court found its opponent’s use of its mark was fair. This article examines the fair use defense and how the defendant used it to overcome a claim of trademark infringement. SportFuel, Inc., v. PepsiCo, Inc., No. 18-3010, Aug. 2, 2019, 7th Cir.
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Back to the future – Federal Circuit rejects narrow approach to relation back doctrine
April / May 2020
Newsletter: Ideas on Intellectual Property Law
Price: $225.00, Subscriber Price: $157.50
Word count: 631
Abstract: The U.S. Court of Appeals for the Federal Circuit, the appellate court that hears all patent-related appeals, recently revived an infringement lawsuit based on the relation back doctrine. This article examines why the court found the trial court’s application of the doctrine, which resulted in the case being dismissed because of the statute of limitations, “overly restrictive.” Anza Technology, Inc. v. Mushkin, Inc., No. 19-1045, Aug. 16, 2019, Fed. Cir.
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Food for thought: Court rules banana costume is copyrightable
April / May 2020
Newsletter: Ideas on Intellectual Property Law
Price: $225.00, Subscriber Price: $157.50
Word count: 846
Abstract: In 2017, the U.S. Supreme Court in Star Athletica, L.L.C. v. Varsity Brands, Inc., established a two-part test for analyzing which elements of a piece of clothing are design elements protectable by copyright and which are nonprotectable functional elements. This article reviews a recent case from the U.S. Court of Appeals for the Third Circuit that has applied the fruit of the high court’s labors in that case for the first time in its jurisdiction. A brief sidebar covers the application of the merger and “scènes à faire” doctrines to the case. Silvertop Associates Inc. v. Kangaroo Mfg. Inc., No. 18-2266, Aug. 1, 2019, 3d Cir., Star Athletica, L.L.C. v. Varsity Brands, Inc., 137 S. Ct. 1002 (2017).
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Estate Planning Pitfall – You fail to mention a close relative in your will
April / May 2020
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 251
Abstract: Typically, a person arranges to leave most of his or her assets to various family members, including a spouse and children. These dispositions are spelled out in a will. But what happens when one fails to mention a close relative in a will or wants to disinherit a loved one? This brief article explores potential outcomes of not clearly communicating your wishes in your will.
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Letter of instructions – Make your thoughts crystal clear to your family
April / May 2020
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 656
Abstract: Generally, every estate plan requires a will, but this main attraction may be complemented by other documents, like a letter of instructions. The letter, unlike a valid will, isn’t legally binding, but can be valuable to surviving family members. This article details what a letter of instruction should cover.
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To file or not to file? A gift tax return doesn’t always have to be filed
April / May 2020
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 807
Abstract: Now that fewer people are subject to federal gift taxes, because of a generous $11.58 million lifetime gift tax exemption for 2020, a question many are asking is: “Do I need to file a gift tax return?” The short answer is “no” if one’s wealth is well within the exemption amount. This article examines the scenarios where it’s necessary (and possibly advantageous) to file Form 709 — “United States Gift (and Generation-Skipping Transfer) Tax Return.”
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Beware of the generation-skipping transfer tax
April / May 2020
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 806
Abstract: Thanks to recent tax law changes, most families can avoid liability for federal estate and gift taxes. However, there’s a lesser-known tax whammy that can hit wealthy individuals without warning: the generation-skipping transfer (GST) tax. As its name implies, the GST tax generally applies to transfers that “skip” a generation. This article details the GST tax. A sidebar explains GST tax strategies.