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Showing all 9 results
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Tax planning: Investors vs. traders
May / June 2023
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 402
Abstract: For those who buy and sell securities for their own accounts, classifying themselves as traders rather than investors may offer significant tax advantages. However, it’s difficult to qualify as a trader. This short article explains the favorable rules for traders and warns against misclassification.
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How to use smart technologies smartly
May / June 2021
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 402
Abstract: In response to buyer and tenant expectations, many owners and developers are now regularly incorporating smart technologies in their projects. But buyers and tenants understandably also have expectations regarding cybersecurity measures. This article reminds real estate professionals that while the risks are real, they can be significantly reduced with forethought and vigilance.
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Should you invest internationally?
July / August 2020
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 402
Abstract: The average U.S. investor’s stock portfolio allocates 90% to domestic securities. But ignoring international markets may be a big mistake. This short article lists several potential advantages — including reduced volatility — of investing in foreign equities.
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Do you know what to do with an SOC report?
August / September 2018
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 402
Abstract: Service organization control (SOC) reports come in several varieties. They generally pertain to service organizations, like retirement plan recordkeepers or third party administrators (TPAs). The American Institute of Certified Public Accountants (AICPA) determines the scope of each SOC report. This short article reviews the types of SOCs and the reason for their use.
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Pondering the purchase of a life insurance policy
November 2017
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 402
Abstract: What, if any, role life insurance should play in one’s financial plan depends on a variety of factors. This article examines some of those factors, including whether a person has dependents and his or her net worth.
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Facilitating a smooth independent audit
Spring 2017
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 402
Abstract: Preparing for and accommodating an independent audit can be stressful for nonprofit staffers. But, as this article relates, understanding the process and making the right records available can help ensure that everyone is comfortable with the audit and its results.
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Take stock of inventory
April / May 2017
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 402
Abstract: A small business’s ability to track inventory and minimize errors, omissions and fraud depends on the existence of a robust inventory reporting and tracking system. This brief article defines several general elements an inventory tracking system needs to include — whether it’s manual or computerized — including inventory requisitions, receiving reports and an inventory ledger. The article also suggests that the determination of whether an inventory system is effective may require occasional site visits and interviews with owners and managers.
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Ask the Advisor – Is a bridge loan right for me?
November / December 2014
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 402
Abstract: As the real estate market rebounds, bridge loans can provide an interim financing option for investors and developers until they’re able to secure long-term financing. While such loans provide several benefits, they also come with some disadvantages worth weighing before jumping into the loan. This article discusses the ins and outs of bridge loans.
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Ask the Advisor – Q: Will the new reporting method for goodwill affect my company’s merger?
June / July 2014
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 402
Abstract: The Financial Accounting Standards Board (FASB) has issued an Accounting Standards Update that provides private companies with an alternate method of reporting goodwill under Generally Accepted Accounting Principles. Adopting FASB’s standard could reduce the cost and complexity of preparing financial statements. But as this column suggests, the alternate method may prove troublesome if a private business is subsequently acquired by a public company.