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Flexible spending accounts – Use them, don’t lose them
November / December 2022
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 317
Abstract: Individuals with flexible spending accounts (FSAs) for health care expenses may want to check their balance and take steps to avoid forfeiting funds at the end of the year. This short article explains why and how.
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Keep a close eye on restricted contributions
Summer 2021
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 317
Abstract: Nonprofits are expected to act as good stewards of all contributions. But restricted contributions, as the name implies, impose a higher level of responsibility. This short article discusses why nonprofits need to track these donations and how to track them.
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Estate Planning Pitfall – You haven’t named backup beneficiaries
April / May 2015
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 317
Abstract: To ensure that a person’s wealth is distributed according to his or her wishes, it’s important to designate both primary and secondary (or “contingent”) beneficiaries for a will, trusts, retirement plans and life insurance policies. This article illustrates, through a court case, what can happen when a person fails to name a backup beneficiary. Herring v. Campbell, No. 11-40953 (5th Cir. 2012)
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IFRS update: FASB may be changing course
February / March 2014
Newsletter: Public Company Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 317
Abstract: The Financial Accounting Standards Board (FASB) and the International Accounting Standards Board (IASB) are nearing completion of their 11-year-old convergence project, ironing out differences between U.S. Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS). Still, significant differences remain, and the SEC continues to express reservations about adopting IFRS in the United States. This article summarizes recent events.
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Moneylines: News briefs for businesses
October / November 2011
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 317
Abstract: This issue’s “Moneylines” takes a look at the latest IRS mileage rates; why the indirect costs of a fraud can be higher than the theft cost; and the top four concerns of retailers, according to a recent survey.
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Event financing: 3 ways to land a sponsor
June / July 2010
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 317
Abstract: With the economy gaining steam, some not-for-profits are considering bringing back the annual events that they eliminated a few years ago. But others, experiencing delayed effects from the recession, are canceling these events until more funding materializes. One way a nonprofit can ensure it will be able to hold its special occasion is to get a financial sponsor. This short article describes how, to attract one, it will be necessary to provide good data about past attendees; offer a variety of incentives according to sponsor involvement; and deliver on promises.
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Remind your participants about the upside of investing
June / July 2009
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 317
Abstract: It’s fair to say the economy is in upheaval and the stock market has been volatile in the past year. Although some participants may believe it’s time to get their money out of your company’s 401(k) plan and head for the hills, they’d be missing the bigger picture. This brief article provides a few ideas that may help quell participant nervousness.