407
Showing 1–16 of 20 results
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Tracking down donation substantiation
February 2024
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 407
Abstract: To support a charitable deduction, taxpayers need to comply with IRS substantiation requirements. But what if the taxpayer never receives a letter from the charity substantiating a donation? This article explains the rules.
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Consider the flexibility of a self-directed IRA
December 2023
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 407
Abstract: Traditional and Roth IRAs can be relatively “safe” retirement-saving vehicles, depending on what they’re invested in. But one drawback is that they limit the account owner’s investment choices. A self-directed IRA provides more flexibility in investment choices but comes with greater risk as well.
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Proposed FRE amendments may affect your expert witnesses
March / April 2023
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 407
Abstract: Proposed amendments to the Federal Rules of Evidence (FRE), expected to take effect in late 2023, may affect the admissibility of expert testimony. This article discusses the two key changes the amendments, if approved by the U.S. Supreme Court, would make and the impact they would have on the use of financial experts in federal cases.
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Proposed FRE amendments may affect your expert witnesses
March / April 2023
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 407
Abstract: Proposed amendments to the Federal Rules of Evidence (FRE), expected to take effect in late 2023, may affect the admissibility of expert testimony. This article discusses the two key changes the amendments, if approved by the U.S. Supreme Court, would make and the impact they would have on the use of financial experts in federal cases.
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Boost tenant satisfaction with data analytics
November / December 2020
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 407
Abstract: In today’s digital world, businesses and individuals are constantly generating massive amounts of data, providing valuable opportunities to those who understand it. Commercial real estate businesses, for example, can tap a wide variety of data to increase tenant satisfaction and, in turn, improve lease renewals, occupancy rates and profits. This article reviews how business can use data analytics to their advantage.
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How businesses can assess risk of worker misclassification
September 2019
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 407
Abstract: Classifying a worker as an independent contractor means an employer isn’t obligated to pay many payroll-related taxes. But doing so may also draw IRS scrutiny. This article discusses key factors and proactive measures in following the rules when it comes to independent contractors.
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Tax Tips – Helping employees pay down student loan debt
July / August 2019
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 407
Abstract: These brief tips explain guidance the IRS provided to one employer regarding paying down employees’ student debt; explore the concept of “upstream” estate planning; and detail overlooked charitable deductions.
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Cash is king – The role this often-derided asset plays in your portfolio
March / April 2019
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 407
Abstract: Many investors shy away from cash investments, such as Treasury bills, money market funds, and savings accounts. But cash plays an integral role in a well-diversified portfolio — particularly as interest rates tick up. This article cites several advantages of cash, including diversification, inflation protection and FDIC insurance.
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Newsbits – Many nonprofits are poised to grow, but recognize risks
Spring 2018
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 407
Abstract: This issue’s “Newsbits” spotlights a study showing that many nonprofits are poised to expand but recognize the risks involved, new features of the IRS’s Form 990-EZ, and fundraising efforts involving gaming that collected large sums of money for hurricane victims.
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Study links costly care with fewer malpractice claims
Spring 2016
Newsletter: Healthcare Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 407
Abstract: Many physicians report practicing “defensive medicine” — care provided solely to reduce the threat of malpractice liability — in the United States. Until recently, though, no studies have evaluated whether greater resource use by physicians — whether defensively motivated or not — is actually associated with reduced risk of malpractice claims. This article offers findings from researchers that linked data on nearly 19 million hospital admissions in Florida from 2000 to 2009 to the malpractice history of more than 24,000 physicians in seven specialties.
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Is an online freight marketplace right for you?
Summer 2014
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 407
Abstract: A new generation of online businesses wants to cut the transportation middleman out of the warehousing and distribution equation. These new marketplaces offer manufacturers and distributors greater convenience and efficiency by directly matching them with freight carriers, cutting down on red tape and lag time. But this article cautions that, without proper research and planning, it might not be possible to achieve the desired cost savings and efficiencies. It discusses how these online marketplaces work and how to avoid potential pitfalls.
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Leasing property to a closely held corporation
May 2014
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 407
Abstract: Shareholders of closely held C corporations routinely lease real estate, equipment, and other property to their corporate entity. These leases can be held directly by the shareholder or through a separate entity, such as a partnership, LLC, or S corporation. Of course, the corporation could directly purchase the item or lease it from an independent source. But this article describes several advantages that can motivate these leasing arrangements.
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Sunny outlook for distributors
Spring 2014
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 407
Abstract: The U.S. warehousing and distribution industry is about to get a whole lot faster, bigger and leaner, according to a recent survey by a telecommunications consulting firm. Yet, as this article explains, many distributors might not take full advantage of this trend because they are decidedly low-tech when it comes to inventory management and other day-to-day operations. Even though the survey indicates that many plan to beef up their technology, they are also planning to reduce their employee-training time. But this could be a costly mistake.
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BANK Wire – Take an interest in interest rate risk
Winter 2014
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 407
Abstract: This issue’s “BANK Wire” takes a look at a recent Financial Institution Letter in which the FDIC signaled a heightened interest in banks’ interest rate risk management practices. BANK Wire also discusses a lawsuit in which the plaintiff — having declined to implement its bank’s suggested security controls — sued the bank after suffering a fraud loss. It also notes that, the Gramm-Leach-Bliley Act notwithstanding, regulatory agencies have now declared it generally acceptable to report suspected elder financial abuse to the appropriate authorities.
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Tax Tips – Play or pay: Is your business ready?
July / August 2013
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 407
Abstract: This issue’s “Tax Tips” looks at IRS substantiation requirements for supporting a charitable deduction, and discusses the simplified home office deduction. It also explains why this year may be a good time to buy qualified small business stock (QSBS).
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Dealer Digest – Why do potential customers leave?
July / August 2011
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 407
Abstract: This issue’s &ldquoDealer Digest” looks at the real reasons many customers leave a dealership without buying; the recent jump in new vehicle sales; and the IRS’s relaxation of lien-filing practices.