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COSO report: A snapshot of financial fraud
April / May 2011
Newsletter: Public Company Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 283
Abstract: According to the Committee of Sponsoring Organizations of the Treadway Commission (COSO), companies involved with fraud are more likely to experience bankruptcy, stock exchange delisting or other negative long-term consequences. This short article discusses a recent COSO report that provides valuable insights into the nature of financial fraud.
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Estate Planning Pitfall – You don’t have a succession plan for your business
August / September 2010
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 283
Abstract: For business owners, estate planning and succession planning go hand-in-hand. Owners of closely held businesses typically have a significant portion of their wealth tied up in the business. Those who own a business, yet don’t take steps to ensure that it lives on after they’re gone, may be placing their family at risk. This article shows why an effective plan should address management succession and ownership succession.
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Estate Planning Pitfall – You haven’t recently reviewed your retirement plan beneficiary designations
June / July 2010
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 283
Abstract: Those who have an IRA or employer-provided retirement plan and haven’t reviewed their beneficiary designations recently may have some that are no longer appropriate. This could result in undesirable consequences, especially if the plan holds substantial wealth. Undesirable income tax consequences also can occur if the tax implications of beneficiary designations aren’t reviewed regularly.