August / September

Showing 1–16 of 437 results

  • News for Nonprofits – Most couples make giving decisions together

    August / September 2021
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 445

    Abstract: The latest “News for Nonprofits” highlights the giving habits of couples, financial management headaches for nonprofits, and a cautionary story about not acknowledging a large donor.

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  • The value of volunteers – Benefits of an effective program

    August / September 2021
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 665

    Abstract: Nonprofit organizations generally operate on lean budgets. This means volunteers are a necessity for most nonprofits. This article explains why knowing their worth and having an effective and organized volunteer program will help a nonprofit’s cause — and bottom line.

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  • 3 tips for managing social media reputational risks

    August / September 2021
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 580

    Abstract: Many nonprofits are counting on social media more than ever to boost fundraising and build awareness. These tools have proven increasingly effective in recent years, but nonprofits need to keep in mind the very real risks to reputation that come with social media. Employees, board members, volunteers and even unaffiliated third parties can cause significant and long-lasting damage if appropriate steps to prevent it aren’t taken. This article reviews three measures to implement now to help nonprofits reap benefits while mitigating risks.

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  • COVID-19 renews focus on fundraising efficiency

    August / September 2021
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 815

    Abstract: COVID-19 has hit many nonprofits with a double whammy — fundraising has become more important due to a drop-off in revenues, yet the need to cut expenses makes it harder to fundraise. Nonprofits can’t afford to waste a single dollar on ineffective methods. This article looks at why focusing solely on cost when evaluating different approaches generally isn’t the way to go.

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  • 4 ways to support funding the hybrid workplace

    August / September 2021
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 440

    Abstract: Businesses continue to embrace hybrid working practices that allow employees to work from home part-time — or full-time. While some businesses expect employees to incur the setup costs for their work-from-home (WFH) environment, others pay a stipend, reimburse employees or foot the entire bill up front. Some companies may turn to their banks to help fund WFH expenses. This article highlights four steps a borrower will need to take to ensure such a loan will be viable.

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  • Growth isn’t always good – Potential downsides of out-of-control growth

    August / September 2021
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 674

    Abstract: As the economy begins to recover from the difficult economic circumstances created by the COVID-19 pandemic, it’s tempting to assume that for businesses, all growth is good. But this isn’t necessarily the case. In fact, if borrowers are growing by leaps and bounds, lenders might want to look into that rapid growth further to make sure it’s based on a sustainable business model.

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  • Stay on top of collateral value

    August / September 2021
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 643

    Abstract: Lenders need to stay on top of the value of assets their borrowers pledge as collateral. This article explains that because asset values rise and fall depending on many factors and the required standard of value also may differ according to the circumstances, periodic formal asset appraisals are a good idea.

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  • Lending to a business on the wrong side of the COVID-19 economy

    August / September 2021
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 807

    Abstract: As the economy has reopened, some businesses that prospered during the lockdown have experienced a significant decrease in revenue through no fault of their own. To continue operating as going concerns, some of these businesses might need access to debt to redouble their efforts to capitalize on the market created by COVID-19 — or to reinvent the business in the face of declining revenues. This article offers some questions lenders should ask these borrowers to mitigate the risk of lending to them beyond the end of the pandemic.

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  • Estate Planning Pitfall – You’ve amended your will yourself

    August / September 2021
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 260

    Abstract: A common reason for a person to amend a will is because of a change in his or her family’s circumstances, such as adding a newborn grandchild as a beneficiary or removing an adult child’s spouse after a divorce. This brief article explains reasons a person should resist the temptation to make the changes without professional guidance.

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  • Family education trusts – Leave a lasting legacy for your heirs

    August / September 2021
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 629

    Abstract: Providing for the educational needs of children, grandchildren and even future generations is an honorable estate planning objective. To achieve this goal a person can use a 529 plan, but after death, there’s no guarantee that subsequent plan owners will continue to use it to fulfill the original vision. An alternative strategy is to create a family education trust that invests in one or more 529 plans. This article explores a 529 plan’s flexibility and explains the benefits of having a family education trust hold a 529 plan.

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  • Can an ABLE account benefit your family?

    August / September 2021
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 757

    Abstract: A family with a disabled child faces difficult estate and financial planning challenges. One effective planning tool available to families is the ABLE account. The Achieving a Better Life Experience (ABLE) Act was signed into law in 2014. It created Internal Revenue Code Section 529A, authorizing states to offer tax-advantaged savings accounts for the blind and severely disabled. This article details the ins and outs of an ABLE account.

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  • An ILIT can be a wealth preserver for your family

    August / September 2021
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 864

    Abstract: Life insurance is often an integral part of an estate plan. By acquiring life insurance coverage, a person can provide liquidity when his or her family might need it the most. Of course, a person must account for taxes. For many families, creating an irrevocable life insurance trust (ILIT) to hold a life insurance policy is a common solution. This article explains how an ILIT works. A brief sidebar details the “three-year rule.”

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  • Section 179 + bonus depreciation: A one-two punch

    August / September 2021
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 443

    Abstract: Recent tax law improvements may allow small business owners to write off all or most of the cost of qualified business property placed in service during the year. This article explains that businesses also might qualify for 100% first-year bonus depreciation on qualified property.

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  • How to choose a trustee you can trust

    August / September 2021
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 610

    Abstract: When establishing a trust, it’s important to consider the issue of naming a trustee. A friend or family member may be completely trustworthy and still not be the right person for the job. Because of the legal implications, it could be best to name a financial institution rather than a person. This article looks at the many considerations involved in naming a trustee.

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  • Could your business benefit from a PEO?

    August / September 2021
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 649

    Abstract: For many smaller businesses, remaining up-to-date on employment regulations and health care options can be a struggle. One potential solution is a professional employer organization (PEO). This article explains that PEOs can take on many HR functions that a business would otherwise handle on its own. It also points out that deciding whether to establish an in-house HR function, work with a PEO or use some combination of the two requires a thorough analysis of a company’s strategy and operations.

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  • Educate yourself – Back-to-school tax breaks in 2021

    August / September 2021
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 869

    Abstract: Families may be eligible for a wide range of tax benefits this year, including several enhanced by recent federal tax legislation. This article provides a roundup of several key tax breaks taxpayers may want to take advantage of, including the American Opportunity tax credit and the Lifetime Learning credit.

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