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  • Are you at risk for investment fraud?

    January 2023
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 375

    Abstract: Many perpetrators of investment fraud know how to push the right psychological buttons to entice their “marks” to buy worthless or nonexistent securities. Would-be investors can mitigate the risks by asking a few questions, performing some research and consulting with trusted advisors.

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  • Lending to Millennial business owners

    October / November 2017
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 375

    Abstract: This article provides a snapshot of the Millennial generation — and the corresponding opportunities for lenders. It looks at such characteristics as this generation’s market size, technology use and personal debt levels and the implications for lenders. The article notes that, by establishing a financial relationship with Millennials today, lenders can reap long-term benefits.

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  • Business interruption cases – 6 ways financial experts can help

    March / April 2014
    Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 375

    Abstract: The purpose of business interruption insurance is to place an insured in the same position as if the interruption hadn’t occurred. This article discusses six ways financial experts can help with insurance claims, including estimating losses, mitigating the loss, and proving damages.

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  • How to avoid — or at least survive — an IRS audit

    Spring 2012
    Newsletter: Business Matters

    Price: $225.00, Subscriber Price: $157.50

    Word count: 375

    Abstract: Although it’s not always possible to prevent an audit, it is possible to reduce the IRS scrutiny that is likely to trigger one — and to be prepared to defend the business if an audit letter arrives. This article lists tax return items that are likely to raise red flags with the IRS and explains how to mount a defense with the assistance of a tax professional.

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