413

Showing all 15 results

  • Benefit with a twist: The Roth 401(k)

    May 2020
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 413

    Abstract: While 401(k) plans and Roth IRAs are well known, job candidates and employees may not be all that familiar with the Roth 401(k). This article discusses what business owners should know about this potentially valuable employee retirement benefit.

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  • Proactive lenders ask borrowers about cash flow practices

    February / March 2020
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 413

    Abstract: Cash flow is the lifeblood of a small business. This article suggests some questions to ask when evaluating a prospective borrower’s cash flow management, such as whether customers are paying on time and whether the borrower is taking advantage of its credit terms. The article notes that cash flow statements can help lenders understand the overall health of their borrowers’ businesses — particularly whether the borrowers are able to generate and hold cash.

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  • Newsbits – Microsoft offers nonprofits free cloud services

    Summer 2016
    Newsletter: Profitable Solutions for Nonprofits

    Price: $225.00, Subscriber Price: $157.50

    Word count: 413

    Abstract: This issue’s “Newsbits” reports on free cloud services offered by Microsoft’s philanthropic arm, a new report that details volunteerism efforts in America, and an email check-kiting scam that has targeted nonprofits around the country.

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  • News for Nonprofits – Shorter application form for tax-exempt status now available

    October / November 2014
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 413

    Abstract: In this issue, “News for Nonprofits” discusses a new, shorter application form for nonprofits seeking 501(c)(3) status. It looks at how giving circles are drawing donations from minorities and offers four ideas for invigorating a blog. It also notes a study that provides 12 suggestions to enable governmental bodies to better correct problems reported in contracting agreements with nonprofits.

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  • Dealer Digest – Year end tax planning strategies abound

    September / October 2014
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 413

    Abstract: In this issue, “Dealer Digest” looks at three strategic tax moves that dealers might want to make before the end of the year: timing income and expenses, planning inventory carefully, and reviewing repair and maintenance expenses in light of recent IRS regulations. It also lists three main tasks a salesperson should accomplish during the critical first hour they work with a customer.

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  • BANK Wire – CFPB to expand HMDA reporting

    Summer 2014
    Newsletter: Community Banking Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 413

    Abstract: In this issue, “BANK Wire” describes changes that the Consumer Financial Protection Bureau is considering to improve and expand data collection under the Home Mortgage Disclosure Act. It notes the most common fraud schemes in the banking and financial services industry, according to the Association of Certified Fraud Examiners’ 2012 Report to the Nations on Occupational Fraud and Abuse. And it observes that the FDIC has adopted a final rule prohibiting certain “bad actors” from buying failed banks.

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  • A little bit of growth is a big deal

    March / April 2014
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 413

    Abstract: When valuators use the income approach, long-term sustainable growth is an important assumption. That’s because a small difference in the projected growth rate can have a big impact on business value. This brief article uses an example to look at why long-term sustainable growth rates matter, and notes that, whenever a valuator makes assumptions about expected growth, it’s important to ask whether the assumptions make sense compared with other economic indicators.

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  • Tax Tips – Watch out for unscrupulous payroll providers

    November / December 2013
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 413

    Abstract: This issue’s “Tax Tips” notes why it’s necessary to watch out for payroll providers who may be unscrupulous. It looks at recent IRS clarification regarding meal and entertainment deductions, explaining which party, in the context of an employer-employee or customer–independent contractor relationship, will be subject to a 50% limitation on the deduction. And it discusses a Tax Court case involving dependency exemptions — a case that demonstrates the importance of filing the relevant forms with the IRS.

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  • BANK Wire – FAF: No independent board for “private company GAAP”

    Winter 2012
    Newsletter: Community Banking Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 413

    Abstract: This issue’s “BANK Wire” discusses the Financial Accounting Foundation’s rejection of the concept of a separate accounting standards board for private companies, in favor of a Private Company Standards Improvement Council. It also looks at the revelation of widespread mortgage-related violations of the Servicemembers Civil Relief Act, and notes a Federal Trade Commission publication that provides a valuable guide to anyone dealing with Fair Credit Reporting Act issues.

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  • Getting particular with false marking claims

    August / September 2011
    Newsletter: Ideas on Intellectual Property Law

    Price: $225.00, Subscriber Price: $157.50

    Word count: 413

    Abstract: Qui tam provisions, like the one in the False Marking Statute, empower everyday citizens to enforce laws. The provisions, however, also provide financial incentives that can encourage frivolous lawsuits. In one recent case, a patent attorney sued a manufacturer for marking some products with an expired patent number. But the U.S. Court of Appeals for the Federal Circuit determined that plaintiff needed to amend its complaint to satisfy the “particularity requirement” of the Federal Rules of Civil Procedure. In re BP Lubricants USA Inc., Misc. Docket No. 960, March 15, 2011 (Fed. Cir.)

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  • Construction Success Story – Competitive contractor looks to labor burden costs

    January / February 2011
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 413

    Abstract: This issue’s “Construction Success Story” discusses a midsize excavation specialist who, facing a request for proposal for a potentially lucrative project, wanted some input on where he should focus his attention to stay within his means but still be competitive. The first thing the advisor suggested was to look at the labor burden cost per production hour — a stat that measures the costs of labor beyond compensation. Putting a hard number to this concept could help the contractor determine his true costs and prepare a feasible bid.

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  • How paid time off can make a contribution

    Year End 2010
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 413

    Abstract: The IRS has established paid time off contribution arrangements that allow employees with unused leave and vacation time to convert these dollars to retirement plan contributions. This article explains why this is good news for plan sponsors who are looking for ways to boost benefits without breaking the bank.

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  • News for nonprofits – Politcal activity

    October / November 2009
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 413

    Abstract: Items in this issue address the danger of charities indulging in political activity; an extended deadline for putting in place a written plan to satisfy IRS regulations for a 403(b) plan; and how many smaller nonprofits might lose their tax-exempt status if they don’t file a Form 990-N.

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  • For What It’s Worth: Valuation in the Courts – Attorney-client privilege not guaranteed

    Fall 2009
    Newsletter: Expert / Valuation & Litigation Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 413

    Abstract: Attorney-client privilege is a cornerstone of our legal system. Yet, in a recent minority shareholder suit for fraud and breach of fiduciary duty, the New York Supreme Court ruled that attorney-client privilege doesn’t generally extend to communications between a valuation expert and attorney. Thus, before sharing information with a financial professional or committing a conversation to writing, business owners and their attorneys need to consider how opposing counsel might use it in the case at hand.

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  • 3 tips for tax-smart intrafamily loans

    April / May 2008
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 413

    Abstract: At one time or another, you may wish to provide financial assistance via a loan to your children or other family members. Whatever your reasons for lending to a family member, it’s important to structure and document the loan carefully. You may trust these loved ones implicitly but, if you handle things too informally, you may bring about some unpleasant tax consequences. This article offers three tips for making tax-friendly family loans.

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