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Showing 1–16 of 24 results
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Bank Wire – FDIC offers guidance on multiple NSF fees
Winter 2023
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 417
Abstract: This brief summary of the latest developments in banking looks at recent FDIC guidance to address the issue of multiple NSF fees, discusses an update to the FTC Safeguards Rule and notes that financial companies and institutions that fail to safeguard consumer data may violate federal consumer financial protection laws.
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Manufacturing after COVID-19
Spring 2021
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 417
Abstract: As some light at the end of the COVID-19 tunnel is visible, many manufacturers are turning their attention to the future. While the pandemic’s effects on manufacturing will, in some respects, be temporary, this short article looks at some of its lasting impacts on global manufacturing.
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Tax Tips
May / June 2020
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 417
Abstract: These brief tips explain the benefits of the temporary gift tax break; detail the reasons to commission a cost segregation study; and show how to identify audit red flags.
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Investment fraud – If it seems too good to be true …
March / April 2020
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 417
Abstract: To avoid scams, investors must ask questions, perform basic research and consult with trusted advisors before they hand over their money. This article warns about several common investment scams — including pyramid, pump and dump and advance fee schemes. It also identifies red flags and explains how investors can vet financial professionals.
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Sec. 529 vs. Roth IRA plans – Choosing a college savings tool
September / October 2019
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 417
Abstract: Many people assume that a Section 529 plan is the ideal college savings tool. But the Roth IRA can also help parents save for college expenses. This article reviews the strengths of each. For example, Sec. 529 plans allow participants to make substantial nondeductible contributions. Owners of Roth IRAs can withdraw contributions anytime, tax- and penalty-free, for any purpose.
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Mixed reality: The next BIM thing in construction tech?
Winter 2019
Newsletter: Construction Industry Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 417
Abstract: Building information modeling (BIM) is one of the most important technological developments in construction history. But BIM doesn’t sit still; it keeps evolving. This article looks at the next BIM thing — mixed reality, which combines virtual reality with the real-world construction site.
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FBI alert – Don’t leave your health files vulnerable
Fall 2017
Newsletter: Healthcare Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 417
Abstract: The FBI has issued a “private industry notification” alerting health care organizations that cyber criminals are targeting file transfer protocol (FTP) servers associated with medical facilities to compromise protected health information and personally identifiable information. This article discusses the FTP risks and suggests some preventive steps to take.
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Recent IRS regulations simplify Roth IRA rollovers
April / May 2017
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 417
Abstract: Roth IRAs are a popular choice for many individuals wanting to enjoy tax-free growth and distributions of their retirement savings. And thanks to final regulations recently released by the IRS, it’s now easier and more efficient to transfer after-tax funds from designated Roth accounts to Roth IRAs or other designated Roth accounts. This article highlights how Roth account distributions were previously taxed and what eliminating the separate distribution rule means for individuals.
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Ask the Advisor – Q: What role should social media play in my business sale?
February / March 2017
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 417
Abstract: This column talks about the role social media might play in an M&A deal. Parties are encouraged to use social media to research buyers and sellers and to answer stakeholder questions. However, companies are also warned to implement social media usage guidelines and to restrict employee access to accounts during the deal process.
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Using a “yardstick” to measure damages
January / February 2017
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 417
Abstract: The yardstick method is a tried-and-true way to measure economic damages in contract breach, patent infringement and other tort claims. This article explains how the method works — and when it might not work as well.
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Self-directed IRAs: Watch out for these 3 tax traps
November / December 2016
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 417
Abstract: Although self-directed IRAs enable account holders to invest in nontraditional assets such as real estate, they also contain several potential tax traps. This short article warns about unrelated business taxable income, unrelated debt-financed income and prohibited transactions.
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Building — and maintaining — your firm’s brand
Spring 2016
Newsletter: Law Firm Management
Price: $225.00, Subscriber Price: $157.50
Word count: 417
Abstract: Firms with strong brands can reap many benefits, including higher fees, easier new business development and stronger client relationships. This article explains how firms can use their brand to differentiate themselves from their competitors and discusses ways to avoid common pitfalls such as failing to integrate the brand across the organization.
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Newsbits – Public confidence in nonprofits varies
Spring 2016
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 417
Abstract: This issue’s “Newsbits” discusses study findings that report on public confidence in charities and their management of funds; an organization that offers pro bono marketing assistance to charities; and the IRS definition of “interested persons” for its Form 990’s Schedule L.
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Newsbits – Community foundations embrace impact investing
Summer 2015
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 417
Abstract: This issue’s “Newsbits” contains items on community foundations that embrace impact investing; the IRS’s reported pattern of rarely auditing nonprofits for political activity; congressional activity that could make permanent charitable “tax extenders”; and social media as a tool to identify likely donors.
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Ask the Advisor – Q. Should I sell my company now that the market has picked up?
August / September 2014
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 417
Abstract: After nearly a decade of disappointing M&A market activity, 2014 looks to be that rare thing: a boom year. If sales momentum continues into 2015, many prospective sellers could benefit. This column lists several promising economic indicators and notes that higher deal volume might work to the advantage of sellers.
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Case management – Benchbook advises judges on e-discovery issues
Spring 2014
Newsletter: Expert / Valuation & Litigation Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 417
Abstract: The latest edition of the Federal Judicial Center’s Benchbook for U.S. District Court Judges includes a new section on civil pretrial case management addressing, among other things, e-discovery issues. Like the draft amendments to the Federal Rules of Civil Procedure, the section emphasizes the judge’s role as an active case manager and can help attorneys appearing in federal court. This article looks at some of the details.