1044

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  • Transforming your business? Make sure you attain maximum value

    August / September 2015
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1044

    Abstract: According to one reputable report, a staggering 98% of U.S. businesses are in the process of transforming their organizations this year. Companies undergoing transformations have got to ensure they extract maximum value from the undertaking. This article describes the business distinction between change and transformation, and shares some best practices for succeeding at the latter. A sidebar looks at the growing importance of records and information management.

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  • SCIN protection — Shield your estate from excessive tax exposure

    May / June 2012
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1044

    Abstract: Those who have already exhausted their gift and estate tax exemption through lifetime gifts can use other techniques to transfer wealth to their loved ones tax-free. One such technique that’s particularly attractive now is the self-canceling installment note (SCIN). This article explains how a SCIN can provide income, gift and estate tax savings. But it involves a gamble, as well, so the article discusses the down sides. A sidebar notes that, to ensure that a SCIN’s cancellation feature isn’t treated as a gift, the donor must be compensated for its value in the form of a risk premium.

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  • When prevention fails … Jointly published guide details fraud detection techniques

    Summer 2009
    Newsletter: Valuation Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1044

    Abstract: No organization can ever completely eliminate the risk of fraud in its business — even when preventive measures have been put in place — which makes timely detection crucial. Managing the Business Risk of Fraud: A Practical Guide, jointly published by several industry associations, offers valuable information on the detection techniques a fraud expert might employ. This article discusses some of those techniques, such as whistleblower hotlines, process controls, documentation methods and several proactive measures. A sidebar lists 10 criteria for evaluating fraud detection techniques.

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