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  • Compiling a marital balance sheet in divorce

    August 2021
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 296

    Abstract: Divorce is a difficult process for almost everyone. That’s why being clear and organized can help facilitate the process. This brief article discusses how the first step is generally to compile a marital balance sheet and what that involves.

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  • Estate Planning Red Flag – Your will or trust lacks clarity

    November / December 2019
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 296

    Abstract: Precise language is critical in wills, trusts and other estate planning documents. A lack of clarity is an invitation to litigation, as demonstrated by the ongoing dispute between Tom Petty’s widow and his two daughters from a previous marriage. This brief article uses the Petty case to illustrate the importance of using unambiguous language to ensure that one’s wishes are properly carried out.

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  • Using targeted education to narrow the gender gap in retirement savings

    June / July 2018
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 296

    Abstract: In employment settings in which women save less for retirement than men, an aggressive educational program can help to narrow the gap. This short article highlights a recent study from the Center for Retirement Research that looked at an initiative in Wisconsin to close a retirement saving gender gap among state employees.

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  • Shifting capital gains to your children

    August 2017
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 296

    Abstract: Investors looking to save tax dollars should look to their kids for assistance. Giving appreciated stock or other investments to one’s children can minimize the impact of capital gains taxes. This brief article suggests one strategy involving a stock sale and the purchase of a car.

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  • Estate Planning Pitfall — You haven’t covered all your bases since your divorce

    August / September 2012
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 296

    Abstract: This brief article lists several estate planning and financial arrangements that are easily overlooked following a divorce, including retirement accounts, jointly owned assets, and powers of attorney.

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  • Merging? FASB clarifies disclosure requirements

    June / July 2011
    Newsletter: Public Company Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 296

    Abstract: To ensure consistent financial reporting for business combinations involving public companies, the Financial Accounting Standards Board recently issued Accounting Standards Update (ASU) 2010-29, Disclosure of Supplementary Pro Forma Information for Business Combinations. The ASU reports on amendments to Accounting Standards Codification Topic 805, Business Combinations. This article talks about how the amendments affect timing considerations when companies disclose pro forma information on financial statements regarding business combinations.

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  • How will health care reform affect your hospital? Here are just a few examples

    Summer 2010
    Newsletter: Healthcare Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 296

    Abstract: The Patient Protection and Affordable Care Act of 2010 will create reforms that indirectly influence every provider and payor entity in the health care system. This short article looks at three of the many ways that hospitals will be affected.

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