406

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  • Appeals court sacks spouse’s attempt for QDRO

    June / July 2019
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 406

    Abstract: What makes a domestic relations order a qualified domestic relations order, or QDRO? The distinction is essential for retirement plan administrators when deciding whether to accept a state court’s instructions to turn over some portion of a plan participant’s (or, in some cases, a deceased participant’s) retirement plan assets to an “alternate payee.” This article briefly looks at this difference, as it was part of a legal battle waged by the former spouse of a deceased professional football player covered by the NFL’s retirement plan.

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  • Garbage in, garbage out – Court rejects DCF model based on flawed projections

    May / June 2018
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 406

    Abstract: The Delaware Court of Chancery deferred to the deal price, not a DCF analysis, in a recent going-private merger of pet specialty retailer PetSmart. Though DCF is often seen as the “gold standard” among valuation tools, this article shows how this method is only as reliable as its underlying assumptions. In re Appraisal of PetSmart, Inc., Delaware Ch., C.A. No. 10782-VCS, May 26, 2017

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  • Tax Tips – Year-end planning for mutual funds

    November / December 2017
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 406

    Abstract: These brief tips provide year-end planning strategies for mutual funds, discuss why it’s important to know that deduction limits for high-income earners may reduce the effectiveness of a common year-end tax planning strategy, and explain how to take advantage of tax-free capital gains.

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  • News for Nonprofits – PayPal faces lawsuit over diverted donations

    August / September 2017
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 406

    Abstract: This issue’s “News for Nonprofits” reports on a lawsuit against PayPal over diverted donations, a report that sheds light on state charity regulators, and new stats showing a drop in peer-to-peer fundraising. Results of a study on talent management priorities also are highlighted.

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  • Viatical settlements: A funding mechanism for medical costs

    May 2017
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 406

    Abstract: Someone who’s terminally or chronically ill may lack the funds to cover significant medical costs. It may be possible, however, to sell insurance to a viatical settlement provider who will then arrange with an investor to buy the policy. This article explains how such “viatical settlements” work, including the tax impact.

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  • How to combat competitive pressure and grow your firm

    Winter 2016
    Newsletter: Law Firm Management

    Price: $225.00, Subscriber Price: $157.50

    Word count: 406

    Abstract: Firms concerned about fierce competition in the legal marketplace should take heart: New tools may provide them with an edge. This article covers two ideas — competitive intelligence, which involves gathering and analyzing competitor and client data, and professional salespeople who can help support business development efforts.

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  • Dealer Digest – Automatic 401(k) enrollment encourages employees to save

    January / February 2015
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 406

    Abstract: In this issue, “Dealer Digest” addresses the benefits of automatic 401(k) enrollment; an increasing number of calls by smartphone users and how to prepare for this trend; and tips to boost F&I sales.

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  • Do you know about the new IRS regulations on EINs?

    June / July 2014
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 406

    Abstract: Last year, the IRS issued final regulations on Employer Identification Numbers (EINs). The regs are intended to improve the IRS’s ability to maintain accurate information on people assigned EINs and became effective Jan. 1, 2014. Companies that already have, or are planning to obtain, an EIN will need to take note of the new regs. This article discusses how they pertain to “responsible parties” and the application process.

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  • Cutting costs – Get real about your real estate needs

    Fall 2013
    Newsletter: Law Firm Management

    Price: $225.00, Subscriber Price: $157.50

    Word count: 406

    Abstract: Next to salaries, real estate typically is the largest expense item on a law firm’s income statement, making it a critical target for cost reduction efforts. This article examines how savings come not only from having smaller offices, but also from standardizing offices and adopting telecommuting options.

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  • Service providers’ fee disclosure date is on the horizon

    June / July 2012
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 406

    Abstract: The Department of Labor (DOL) released a final rule requiring service providers to disclose fee and expense arrangements to simplify comparisons between investment options. Service providers must give disclosures to participants and beneficiaries on or before the date that they can first direct their investments, and then annually for following years. This brief article reviews what service providers must provide in their disclosures to participants and when.

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  • Newsbits – Dos and don’ts of setting prices

    Fall 2010
    Newsletter: Profitable Solutions for Nonprofits

    Price: $225.00, Subscriber Price: $157.50

    Word count: 406

    Abstract: This issue’s “Newsbits” discusses the dos and don’ts of setting prices for products; how cash-strapped state and local governments are considering rescinding tax breaks for nonprofits and increasing fees; and IRS guidance to make it easier for tax-exempt organizations to find out if they qualify for the new health care tax credit.

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