414

Showing 1–16 of 23 results

  • College savings showdown: 529s vs. Roth IRAs

    September 2020
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 414

    Abstract: Many people assume that a 529 plan is the ideal college savings tool. But other vehicles can help parents save for college expenses — for example, the Roth IRA. This article compares key features of the two account types.

    Read More

  • Calculating damages for intangibles

    November / December 2019
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 414

    Abstract: Financial experts need some predictable building blocks to construct a reliable estimate of lost profits or reasonable royalties in cases involving intangible assets. This article highlights the types of evidence and analysis that may be needed to support an estimate of damages in breach of contract, infringement and other tort claims.

    Read More

  • Bank Wire – FASB proposal delays CECL, lease accounting changes

    Fall 2019
    Newsletter: Community Banking Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 414

    Abstract: This summary of recent developments in banking discusses a recent FASB proposal that provides breathing room for community banks struggling to implement the current expected credit losses (CECL) model and the new lease accounting standard. It also looks at a recent report issued by the Federal Reserve suggesting how to reform the Community Reinvestment Act by expanding assessment areas and updating asset thresholds, among other things. Finally, it discusses a new OCC Bulletin encouraging banks to refer to the OCC’s core lending principles in connection with their community revitalization efforts.

    Read More

  • How to prepare your business for a natural disaster

    August / September 2018
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 414

    Abstract: Natural disasters can strike any business. Companies with a plan for surviving one are more likely to make it through relatively unscathed. This article suggests some steps businesses can take to develop a disaster plan designed to safeguard employees and others, and to minimize property loss and the disruption to operations.

    Read More

  • Should you pay down your mortgage or invest extra money?

    Spring 2018
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 414

    Abstract: This article explores the question of whether homeowners should make additional mortgage payments toward their principal to pay off their mortgage loan early — or wisely invest that money. A number of factors come into play in making that decision, including the freedom and flexibility that comes with being mortgage debt–free, the homeowners’ mortgage interest rate and the current annual return on investments.

    Read More

  • E-Verify helps confirm employment eligibility

    Summer 2017
    Newsletter: Manufacturer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 414

    Abstract: Federal law requires employers to verify employment status using Form I-9. But dishonest workers sometimes use fake or stolen IDs to get hired. The E-Verify system helps employers comply with the law. This article explains how E-Verify works and why the requirements for using it might change in the future.

    Read More

  • The ins and outs of W-2 phishing scams

    April / May 2017
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 414

    Abstract: In a traditional phishing scam, a criminal tricks someone into providing confidential information, and then uses it to steal money or the victim’s identity. The W-2 phishing scam is just one variation. This brief article describes how a W-2 phishing scam works and explains how businesses can take steps to reduce their risk. The article points out that education is key, so it’s important to inform all employees — particularly those in areas that handle sensitive data — of the scams.

    Read More

  • The naked truth – Valid assignments and agreements determine trademark rights

    February / March 2017
    Newsletter: Ideas on Intellectual Property Law

    Price: $225.00, Subscriber Price: $157.50

    Word count: 414

    Abstract: Recently, “Crazy Horse” was the subject of a complicated trademark dispute between adult entertainment venue owners. As this article details, the Ninth Circuit Court of Appeals found that, even in the world of strip clubs, trademark and contract law hold firm and valid assignments and agreements determine parties’ rights. Russell Road Food and Beverage, LLC v. Spencer, No. 14-16096, July 22, 2016 (9th Cir.)

    Read More

  • Ask the Advisor – Q: Why do I need a confidentiality agreement when selling my business?

    October / November 2016
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 414

    Abstract: Confidentiality or nondisclosure agreements are cornerstones of most M&A deals. This column explains how they work and why they’re one of a business seller’s best defenses during deal negotiations.

    Read More

  • Vacation homes: Do you understand the tax nuances?

    Winter 2016
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 414

    Abstract: A vacation home can provide a welcome retreat from the hustle and bustle of everyday life. But that’s not all: Owning a vacation home also can offer valuable tax benefits. The key is whether a vacation home is used solely for personal enjoyment or is also rented out to tenants. This article explains the IRS requirements for tax breaks.

    Read More

  • News for Nonprofits – FASB proposes major financial reporting changes

    August / September 2015
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 414

    Abstract: This issue’s “News for Nonprofits” reports on: 1) The Financial Accounting Standards Board’s new proposed Accounting Standards Update No. 2015-230 — Not-for-Profit Entities (Topic 958) and Health Care Entities (Topic 954): Presentation of Financial Statements of Not-for-Profit Entities — that, if passed, will greatly alter the way nonprofits prepare their financial statements, and 2) findings of a recent national survey that asked nonprofit leaders which revenue sources their organizations relied on most.

    Read More

  • Valuation and bankruptcy: Hire the best expert for the job

    Summer 2015
    Newsletter: Expert / Valuation & Litigation Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 414

    Abstract: Valuation plays an essential role in the bankruptcy process, yet not every valuation expert is qualified to work on bankruptcy matters. This article explains the services valuation professionals can provide during bankruptcy and lists three qualifications these experts need: familiarity with relevant language; tax and accounting knowledge; and experience valuing different types of assets.

    Read More

  • Ask the Advisor – Q: What is the “seller disadvantage” and how do I overcome it?

    June / July 2015
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 414

    Abstract: First-time business sellers often must negotiate an M&A deal with far more experienced buyers, putting them at a competitive disadvantage. This column explains how to overcome the “seller disadvantage” by relying on experienced advisors and leveraging knowledge about the company that only an owner would have.

    Read More

  • How financial restatements affect investor confidence

    March / April 2015
    Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 414

    Abstract: In recent years, many companies have restated their financial statements due to material accounting errors or fraud. This brief article looks at a recent study that examined how these restatements affect investor confidence in a company’s earnings reports, and for how long. The study provides some ammunition for the argument that a restatement’s impact on stock prices is longer-lived than previously thought, and offers guidance for assessing economic damages caused by financial restatements and a party’s efforts to mitigate those damages.

    Read More

  • Ask the Advisor – Should I improve energy efficiency in my industrial properties?

    March / April 2015
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 414

    Abstract: Energy costs associated with industrial properties — such as warehouse, distribution or storage facilities — can add up fast, making a significant dent in one’s bottom line. So, many industrial property owners are taking a new look at energy efficiency measures. This article notes the benefits that energy efficiency can provide and lists one industry association’s top five measures for improving industrial property energy efficiency.

    Read More

  • Ask the Advisor – Q: How can I encourage employee cooperation during my business sale?

    February / March 2015
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 414

    Abstract: If a company ignores employee fear and anxiety about a merger, the individuals who compose the company can make a smooth integration difficult, if not impossible. This article explains that silence can make things worse. To ensure cooperation, it’s necessary to announce details of the sale as soon as possible, maintain complete honesty about any layoffs and work directly with key employees to secure their allegiance.

    Read More