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Showing 1–16 of 18 results
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Once-in-a-lifetime opportunity – Moving IRA funds to an HSA
May / June 2021
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 403
Abstract: Individuals are permitted to transfer funds directly from an IRA to a Health Savings Account (HSA) once during their lifetime. As this short article explains, this straightforward transfer might be useful when people are hit with high medical expenses and have an insufficient balance in their HSA.
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Consolidated Appropriations Act provides hardship relief
April / May 2021
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 403
Abstract: It has been several months since Congress enacted the Consolidated Appropriations Act with its embedded retirement plan provisions. This brief article highlights some of its provisions and the approaching deadlines that affect plan sponsors’ ability to take advantage of the law’s relief measures.
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Law firm planning in a time of uncertainty
Summer 2020
Newsletter: Law Firm Management
Price: $225.00, Subscriber Price: $157.50
Word count: 403
Abstract: The COVID-19 pandemic and the resulting economic uncertainty, as well as social unrest, have created an economic tidal wave for which some law firms have found themselves unprepared. The resulting uncertainty makes it difficult, but not impossible, to plan. This brief article looks at some steps law firms can consider.
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Tax Tips – Case highlights state taxation of trust income
November / December 2019
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 403
Abstract: These brief tips detail a recent U.S. Supreme Court case highlighting state taxation of trust income; explain why now may be a good time to forgive intrafamily loans; and explore the benefits of deducting employee bonuses this year and paying them next year.
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3 keys to providing terrific patient service
Summer 2019
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 403
Abstract: Excellent patient service needs to go beyond simply fulfilling patient demands. This article suggests three steps that will help ensure good service, including designing service that meets various patient needs and having a good strategy in place for responding to mistakes and errors when they inevitably arise. It notes that the highest level of patient service doesn’t occur by accident, but rather requires management intention, attention and energy.
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Some firms able to shine in a flat market
Fall 2017
Newsletter: Law Firm Management
Price: $225.00, Subscriber Price: $157.50
Word count: 403
Abstract: Overall, the large law firm market is generally experiencing flat to little growth. Yet some firms have been able to notably outperform their peers. This article highlights a recent report from Thomson Reuters Legal Executive Institute that found that investments in areas such as business development, marketing and technology may make the difference for high-performing firms.
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Computing trademark infringement damages
November / December 2015
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 403
Abstract: Trademark holders often turn to injunctive relief under the Lanham Act when their assets are infringed, asserting a likelihood of consumer confusion. But, if a trademark is infringed in a manner that causes actual consumer confusion, the holder could be entitled to both its own actual damages and the infringer’s profits. This article discusses the ramifications of the holder’s lost profits and the infringer’s profits.
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Is that capital project feasible?
Summer 2015
Newsletter: Healthcare Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 403
Abstract: With the health care industry changing rapidly, many hospitals are weighing major capital projects to keep up. Before taking the plunge on a costly project, though, it’s advisable to perform a financial feasibility study. This article offers tips on how best to conduct such a study.
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Tips on how to engage your patients
Spring 2015
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 403
Abstract: Patient engagement has always been considered a desirable feature of physician practices and health care organizations. Today, it’s become quite vital to business success in the delivery of care. In fact, the elements of a robust patient engagement strategy are among the required objectives of a Stage 2 meaningful use program. This article offers tips on how to engage your patients.
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Valuing intangibles – How much is that license in the window?
Spring 2015
Newsletter: Expert / Valuation & Litigation Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 403
Abstract: Licenses and permits that allow an individual or company to do business can provide significant value. This article talks about the factors professional valuators consider when appraising licenses and permits, including their average service life, restrictions on transferability and economic conditions in the relevant industry.
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5 things you can do to improve client relationships
Winter 2015
Newsletter: Law Firm Management
Price: $225.00, Subscriber Price: $157.50
Word count: 403
Abstract: For most lawyers, building and strengthening relationships with clients is an ongoing project. Even the most personable and conscientious attorney experiences the occasional misunderstanding with a client — or even loses one for good. But there are several simple things attorneys can do immediately to build trust and promote client satisfaction. This article offers several suggestions, including writing a comprehensive engagement letter.
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4 tips for turning around factory mistakes
September / October 2013
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 403
Abstract: When customers buy a new vehicle and discover a defect, it doesn’t matter if the flaw is the result of a mistake made at the factory — it’s the dealer that the customer will go to for a satisfactory solution. This is a pivotal point in the customer relationship, and might be the difference between saving — or even strengthening — the relationship and losing the customer for life. This article offers four tips for turning a bad situation into one that strengthens the customer-dealer relationship.
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Timing is key in miscalculation-of-benefits lawsuits
August / September 2012
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 403
Abstract: The statute of limitations defines the time after which a plaintiff can no longer file a lawsuit against a defendant. If a qualified retirement plan denies benefits to a participant, when does a claim for benefits "accrue" to trigger the running of the statute of limitations? A recent court case examines this issue. Citation: Novella v. Westchester County, 661 F.3d 128 (2nd Cir. 2011); Wise v. Verizon Communications, Inc., 600 F.3d 1180 (9th Cir. 2010); Young v. Verizon’s Bell Atlantic Cash Balance Plan, 667 F.Supp.2d 850 (N.D. Ill. 2009); Miller v. Fortis Benefits Insurance Co., 475 F.3d 516 (3d Cir. 2007).
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News for Nonprofits – When is website activity UBI?
October / November 2011
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 403
Abstract: This issue’s “News for Nonprofits” notes that, while the Internet is a significant communication tool, it also can create unrelated business income (UBI) and the tax liability that comes with it. The article describes the activities to watch out for. It also explains how the proposed Protection of Charitable Assets Act (PCAA) is designed to safeguard the role of the states in protecting charitable assets by further clarifying the role of the state attorney general.
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Ask the Advisor – How can lease options help me in this slow economy?
July / August 2011
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 403
Abstract: Property owners who’ve had trouble locking down sales are offering potential buyers a gradual approach to purchasing their property — lease options. Although a lease option may not be the ideal structure for a sales transaction, it offers some attractive benefits, especially in today’s down market. This article explains how lease options work and their potential benefits and drawbacks.
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Why Social Security still matters (and when to use it)
Spring 2011
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 403
Abstract: Although no one should depend solely on Social Security for retirement, many people go the opposite route and discount its value entirely. The truth likely lies somewhere in between: Social Security still matters as a way to supplement a nest egg, but it’s important to do that supplementing at the right time. This article looks at the pros and cons of collecting retirement benefits earlier or later than the normal retirement date, depending on one’s individual circumstances.