April / May
Showing 241–256 of 482 results
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Advisory boards can be a boost to your borrowers
April / May 2015
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 603
Abstract: Borrowers who seek input from trusted professionals outside the company’s four walls tend to make better-informed decisions than those who keep decision-making close to the cuff. Private company advisory boards typically serve in an informal consulting capacity, bridging gaps in skills and experience. This article guides private companies on how to leverage the expertise of advisory boards, pick the right mix of board members and avoid potential pitfalls.
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Spotlight on the statement of cash flows
April / May 2015
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 686
Abstract: The statement of cash flows is arguably the most misunderstood and underappreciated part of companies’ annual reports. But it can also provide valuable insight to lenders who understand its uses and potential weaknesses. Here’s an overview of how this statement is organized and what FASB is doing to make it more user-friendly.
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Does your borrower need key person insurance?
April / May 2015
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 852
Abstract: People are often a business’s most valuable asset. Chances are that some borrowers rely so heavily on key people — owners, salespeople or executives — that a sudden, unexpected loss of those individuals would impair the company’s credit standing or ability to service debt. This article helps lenders identify which borrowers would benefit most from key person insurance, what types of coverage are available, and why it’s vital to update coverage on a regular basis. A sidebar offers a list of questions to help determine the right amount of coverage.
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News for Nonprofits – Washington Post study targets fraud disclosures
April / May 2014
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 399
Abstract: This issue’s “News for Nonprofits” discusses a Washington Post report on the extent of reported fraud among not-for-profits; mixed feelings among foundation CEOs regarding how their organizations are meeting their goals and carrying out their missions; and an increase in the spending threshold for compliance audits of nonprofit organizations that spend federal awards.
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How to protect your tax-exempt status
April / May 2014
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 1001
Abstract: Having status as a tax-exempt “public charity” gives a not-for-profit significant benefits. But keeping this 501(c)(3) status isn’t automatic. This article offers some important dos and don’ts in regard to retaining the privilege: tips involving reporting obligations, executive compensation, unrelated business income, political lobbying and other issues.
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Accounting and tax mistakes – Is your nonprofit making these 6 common slipups?
April / May 2014
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 422
Abstract: A nonprofit’s accounting function is key to its organization and should be reviewed regularly. This article discusses six errors that are made frequently by many nonprofits, including failing to report unrelated business income (UBI), wrongly classifying employees as independent contractors, and having no off-site data backup.
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Case in point – Keep projects in motion with a RACI matrix
April / May 2014
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 691
Abstract: A management tool that will be highly useful to any project team where multiple participants are involved is the Responsibility Assignment Matrix (RAM), also known as a RACI matrix. A RACI matrix sorts out and assigns people to project tasks, and thus can clarify and expedite a complex project. People know what’s expected of them and communication is easier. This article examines how a RACI matrix works, while a sidebar adds that there are many free or low-priced project management tools on the Web.
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What employers need to know about the 0.9% additional Medicare tax
April / May 2014
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 576
Abstract: Although it hasn’t garnered as much attention as some of the other provisions in the Affordable Care Act (ACA), the 0.9% additional Medicare tax went into effect Jan. 1, 2013. The tax applies to wages and self-employment income over certain levels and is in addition to the regular 2.9% Medicare tax. While generally only employees are responsible for paying the 0.9% tax, employers are obligated to withhold it. This article points out what employers need to know to avoid penalties for noncompliance.
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5 ways to use LinkedIn to build your business
April / May 2014
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 551
Abstract: Facebook and Twitter often dominate discussions of social media, and Google remains a powerhouse in searching for all things known and unknown. For companies and individuals looking to build their businesses, however, LinkedIn can be a valuable social media tool. This article offers five guidelines that can help companies and the self-employed build their professional networks and business via LinkedIn.
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Where there’s a will, there’s a way – Ensuring your wishes will be carried out
April / May 2014
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 662
Abstract: Well-crafted, up-to-date estate planning documents ensure your wishes will be carried out. They also can help ease the burdens on your family during a difficult time. This article explains how a will figures into the probate process and how probate can be bypassed with a living trust. It also describes a number of important estate planning documents, including a durable power of attorney for property and a power of attorney for health care.
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New mortgage rules have moved in
April / May 2014
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 755
Abstract: In January, the Consumer Financial Protection Bureau (CFPB) introduced new rules intended to keep consumers from having mortgages they can’t afford to repay. As this article explains, financially weak consumers can expect greater bank scrutiny, while, at the same time, banks are more limited in the terms they can set and the fees they can charge. A sidebar lists several considerations that should be involved in any decision regarding whether to pay cash for a home.
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Practical Perspectives: Key financial issues for you and your family – Playing the right hand with gambling income
April / May 2014
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 440
Abstract: When a casino opened nearby, Wesley discovered that he had a talent for poker. But how should he account for taxes? This issue’s “Practical Perspectives” discusses the IRS attitude toward casual vs. professional gambling and what documents may be necessary to stay on their winning side.
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Moneylines: News briefs for businesses
April / May 2014
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 289
Abstract: In this issue, “Moneylines” looks at the 2014 deductible business mileage rate for vehicles, vans, pickups and panel trucks; a trend toward larger employer contributions to employee 401(k) plans; and fraud prevention reminders from the head of the Association of Certified Fraud Examiners.
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Social Security: When and how much?
April / May 2014
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 648
Abstract: Two important considerations when it comes to Social Security are when to begin collecting payments and how big a payment is needed to meet personal goals. The decision is relatively straightforward for singles — take benefits soon and get smaller payments, or delay and get larger payments — but, for married couples, there are many factors to consider with a spousal benefit. This article looks at some of the details and offers two IRS websites that can help readers with their decision.
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Cash flow contributors – Know the essential elements of your business
April / May 2014
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 1059
Abstract: The necessity of a strong cash flow is irrefutable, and there are several essential elements of a business that either inform or inhibit the ability to steer clear of cash flow slowdowns. This article discusses the sales and disbursements cycles, up-to-date accounting software to manage cash flow accurately, and the importance of financial statements. For companies that follow Generally Accepted Accounting Principles, a sidebar discusses recent guidance concerning generating financial statements in a more streamlined, cost-efficient manner.
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Ask the Advisor – Q: What should a company do when its CEO and CFO disagree over an M&A?
April / May 2014
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 421
Abstract: The interests of chief executives and boards of directors often clash with those of CFOs — particularly when it comes to M&A transactions. For an M&A deal to succeed, a company needs to reconcile both points of view. This article discusses how to craft a deal that doesn’t sacrifice financial integrity for strategic ambition (or vice versa).