416

Showing 1–16 of 19 results

  • Handle mutual funds carefully at year end

    December 2020
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 416

    Abstract: As the end of 2020 draws near, investors should take the time to review any mutual fund holdings in their taxable accounts and take steps to avoid potential tax traps. This article offers helpful tips such as avoiding capital gains surprises and being careful about buying and selling.

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  • Bank Wire

    Spring 2020
    Newsletter: Community Banking Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 416

    Abstract: This brief summary of recent developments in community banking points out that the OCC and FDIC recently issued an interagency statement on heightened cybersecurity risks that reminds banks to implement and maintain effective preventive controls. It also discusses a recent OCC report warning that compliance risk related to Bank Secrecy Act/anti-money laundering activities remained high last year. Finally, the article notes that a recent case illustrates the importance of carefully following the Fair Debt Collection Practices Act (FDCPA).

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  • Do you understand the “project influence” rule in property valuation?

    May / June 2019
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 416

    Abstract: Eminent domain allows the government to seize private land for public use. The U.S. Constitution requires the government to pay “just compensation” — generally the property’s fair market value — when it exercises this power. That’s where the project influence rule comes into play. This brief article summarizes the project influence rule, its valuation implications and its limited scope.

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  • SRI has evolved but may still be a tough sell

    January / February 2019
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 416

    Abstract: Historically, socially responsible investing (SRI) failed to gain traction because it was viewed as requiring investors to sacrifice financial performance to “do good.” This is beginning to change as SRI strategies evolve and management fees come down. But, as this article asks, is SRI really ready for prime time?

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  • Study reveals hallmarks at top-performing firms

    Winter 2019
    Newsletter: Law Firm Management

    Price: $225.00, Subscriber Price: $157.50

    Word count: 416

    Abstract: The Legal Executive Institute (LEI) recently released its 2018 Dynamic Law Firms Study, providing some valuable lessons on how law firms can achieve better financial performance. The study looks at some of the most successful firms from year-end 2015 through year-end 2017 to determine strategies that have the best potential return on investment. The article summarizes the findings, including why productivity — not billing rates — is critical.

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  • How to navigate the online pricing tightrope

    November / December 2018
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 416

    Abstract: Car buyers who go online reportedly spend about 60% of their overall shopping time doing research there. This makes it critical for dealerships to have an effective online pricing strategy. This article gives tips on how to make difficult pricing decisions.

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  • Do you need to file a gift tax return?

    Winter 2018
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 416

    Abstract: Individuals who made gifts during 2017 might have to file Form 709 — a gift tax return — when filing their federal income tax returns. This article explains in which situations Form 709 must be filed. It also discusses the handling of hard-to-value assets.

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  • Cyber threats loom large – How COSO’s new framework helps mitigate risk

    February / March 2016
    Newsletter: Public Company Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 416

    Abstract: Data breaches and other cyber threats are among the biggest risks companies face today. To help companies address these risks, the Committee of Sponsoring Organizations of the Treadway Commission (COSO) released a research report in 2015 that provides guidance on how to evaluate and manage cyber risks. For example, COSO offers five internal control components such as controlling the environment, using risk assessments and developing control activities.

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  • Listen to your patients — you may learn something!

    Winter 2016
    Newsletter: Rx for Practice Management / Practice Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 416

    Abstract: In a patient-centric health care world, it’s critical to know what patients are thinking — whether it’s about their medical care, individual physicians and staff, or the practice as a whole. This article offers a number of mechanisms for gathering feedback from patients that can be put to practical use, such as encouraging online ratings and reviews or facilitating feedback from home.

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  • Ask the Advisor – Q: What’s the “walk-away” price and how do I determine it?

    August / September 2015
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 416

    Abstract: This article advises both business buyers and sellers to set a “walk-away price” before beginning deal negotiations. For sellers, anything below the walk-away price grossly undervalues the company’s assets and earnings. A buyer’s walk-away price indicates that the acquisition no longer makes financial sense to the buyer given expected costs and synergies.

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  • Watch out! There are new rules regarding excepted benefits

    February / March 2015
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 416

    Abstract: Companies that offer dental, vision, long-term care or employee assistance plans need to pay attention to new regulations jointly issued by the IRS, the Department of Labor, and the Department of Health and Human Services. The new rules should make these plans more attractive to both employers and employees. The regs address limited excepted benefits, which are separate from employers’ group health plans. This article explains the significance.

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  • BANK Wire – FDIC gives insight into exam trends

    Winter 2015
    Newsletter: Community Banking Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 416

    Abstract: In this issue, “BANK Wire” discusses a recent article in an FDIC publication that describes some of the categories deemed to be “matters requiring board attention.” It also looks at recent actions taken by the CFPB against two banks that respectively violated the new mortgage servicing rules and deceptively advertised free checking accounts. The feature concludes with a recent survey that addresses banks’ adoption of cloud computing.

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  • Retirement plan spousal beneficiary designations – IRS ends automatic revocations on legal separation

    February / March 2014
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 416

    Abstract: Plan sponsors have to deal with change of beneficiary forms many times. In some cases, those changes are made because the participant is either legally separated or divorced. And for plans that have automatic revocation provisions, the IRS has clarified that these provisions can’t be triggered by legal separation. This article explains the IRS’s position.

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  • BANK Wire – Tighter cybersecurity rules in place for 2012

    Fall 2011
    Newsletter: Community Banking Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 416

    Abstract: This issue’s “BANK Wire” notes that, to comply with updated federal banking rules that take effect Jan. 1, banks must add control measures to make Internet banking safer for customers. It also shows how FASB has amended its guidance on determining if a debt restructuring is a troubled debt restructuring (TDR). For most community banks, the guidance will apply to all restructurings after 2011.

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  • Manage subcontractor risk with the right software

    Spring 2011
    Newsletter: On-Site

    Price: $225.00, Subscriber Price: $157.50

    Word count: 416

    Abstract: Subcontractors are a calculated risk, so it’s imperative to gather and track data pertinent to ensuring effective subcontractor management. The good news is that there is software available to help automate the process. This article discusses the tasks that specialized software can perform, with the result that contractors can improve cash flow and the timing of payments, and ensure they’re not paying subs who haven’t fulfilled a job’s administrative requirements.

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  • Newsbits – Elderly get incentive to make IRA distributions to charity

    Spring 2011
    Newsletter: Profitable Solutions for Nonprofits

    Price: $225.00, Subscriber Price: $157.50

    Word count: 416

    Abstract: This issue’s “Newsbits” describes how the recent Tax Relief act gives those who are older than 70½ an incentive to donate directly from their IRAs. It also offers advice for avoiding IRS scrutiny, and reveals that some large organizations have reported receiving more online donations, even while overall giving has slumped.

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