419

Showing 1–16 of 22 results

  • Real estate as a “side gig” – Learn the ins and outs of lending to a novice real estate investor

    Year End 2020
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 419

    Abstract: With real estate prices approaching all-time highs in some areas, novice investors continue to enter the market. Lenders need to determine what’s driving these persons or groups to purchase real estate and what they hope to achieve. This article offers some guidance to help lenders evaluate novice real estate investors. It notes that lenders should scrutinize novice investors’ intentions, experience and education to identify those with the potential to excel in this challenging field.

    Read More

  • Subchapter V: New reorganization rules for small businesses

    September / October 2020
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 419

    Abstract: The COVID-19 crisis is prompting many struggling business owners to seek relief through bankruptcy. Recent changes to the bankruptcy law, as well as a provision in the Coronavirus Aid, Relief and Economic Security Act, may allow certain small businesses to avoid Chapter 7 liquidation and, instead, opt for a new, more affordable type of Chapter 11 reorganization. This article provides an overview of what’s changed.

    Read More

  • 7 ways to improve business credit ratings

    June / July 2020
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 419

    Abstract: While businesses continue to struggle with the ramifications of coronavirus (COVID-19), banks continue to receive applications for traditional loans. Some may meet lending criteria, but others may fall short due to the impact of the pandemic. This article offers seven simple steps loan applicants can take to meet an institution’s credit standards.

    Read More

  • Bank Wire – CECL: Banking agencies offer regulatory capital relief

    Spring 2019
    Newsletter: Community Banking Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 419

    Abstract: This summary of recent developments in banking discusses a recently finalized rule issued by the federal bank regulatory agencies offering banks relief from the regulatory capital impact of the new Current Expected Credit Loss standard. It also notes that setting a bring-your-own-device policy can enable a bank to control these devices and manage the risk associated with the rise of smartphone use by employees. Finally, it points out that federal bank regulatory agencies have approved a lengthened examination cycle.

    Read More

  • Intrafamily loans offer family value

    July / August 2018
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 419

    Abstract: When children or other family members need financial assistance, it may be tempting to simply hand them a check. But as this short article argues, lending — rather than giving — money to loved ones offers several advantages, including the tax-free transfer of wealth.

    Read More

  • Recent IRS regulations simplify Roth IRA rollovers

    Spring 2017
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 419

    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.

    Read More

  • Is there unclaimed property with your name on it?

    January / February 2017
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 419

    Abstract: State unclaimed property programs are holding nearly $42 billion in assets, just waiting to be claimed by their rightful owners. This short article explains how to search databases for unclaimed property and how to prove ownership.

    Read More

  • Ask the Advisor – Can capitalization rate issues affect my property valuation?

    November / December 2015
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 419

    Abstract: Capitalization rates are a critical component when real estate investors are comparing different investment opportunities. Unfortunately, cap rates are often misunderstood and improperly derived, which can affect the accuracy of a property valuation. As this article explains, there’s no single approach for calculating cap rates — income and expense projections are treated differently by different parties and for different purposes.

    Read More

  • What’s the tax impact of owning a vacation home?

    Year End 2015
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 419

    Abstract: For the lucky ones who own a vacation home, it can be a place to relax and recharge with family and friends. However, it can also impact their taxes, especially if they rent the home to others when they’re not using it. This article explains the rules under various scenarios.

    Read More

  • 4 ways to stay on top of your credit report

    October / November 2015
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 419

    Abstract: Information in a credit report can influence the ability to obtain a loan or even a job. Unfortunately, these reports routinely contain mistakes. A 2012 study by the Federal Trade Commission found one in five consumers’ credit reports contained errors that were corrected by a credit reporting company after being disputed. This article discusses why taxpayers need to monitor their reports regularly.

    Read More

  • Why your firm may need a business manager

    Summer 2015
    Newsletter: Law Firm Management

    Price: $225.00, Subscriber Price: $157.50

    Word count: 419

    Abstract: Most lawyers are legal, not business, experts and don’t have the time or inclination to assume full-time business management and development duties. That’s where a business manager can help. This article discusses the types of functions business managers can perform and provides tips on finding the right person given the scope of the position.

    Read More

  • Ask the Advisor – Q: What’s a presale audit and why should I perform one?

    April / May 2015
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 419

    Abstract: This column argues that business sellers should conduct a presale audit before they start looking for buyers. During presale audits, experts look for anything negative or inconsistent that might cause a buyer to reduce its offering price or even terminate an M&A deal. Experts focus particularly on employee and client contracts and financial records.

    Read More

  • BANK Wire – Watch out for UDAAP

    Spring 2014
    Newsletter: Community Banking Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 419

    Abstract: This issue’s “BANK Wire” lists several Dodd-Frank Act unfair, deceptive or abusive acts or practices (UDAAP) provisions that community banks should be aware of. It also describes recent FDIC/OCC guidance on deposit advances and looks at the heightened demand for mobile banking.

    Read More

  • Goodwill Registry provides key comparables in divorce case

    March / April 2014
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 419

    Abstract: Should valuations of professional practices such as law firms and medical practices include an amount for goodwill? This question continues to pop up in divorce cases. This article looks at one such case that highlighted a tool that is often used to assist in valuing goodwill: the Goodwill Registry, which many valuators use as a “sanity check” for goodwill numbers calculated using other methods.

    Read More

  • Ask the Advisor – Q. Should I allow an investor to take a minority stake in my company?

    February / March 2013
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 419

    Abstract: Along with selling, one of the toughest decisions a privately owned business can make is whether to allow an outside investor to take a substantial minority stake. This type of arrangement can be ideal for a business that isn’t able to borrow what it needs from a bank or raise cash via an IPO. But as this article explains, minority investors may request certain rights, such as voting provisions that enable them to intervene in key hires and major asset sales.

    Read More

  • Mission critical: Assembling an effective forensic accounting team

    November / December 2008
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 419

    Abstract: As fraud schemes become more complicated and sophisticated, it’s increasingly vital to build an effective forensic accounting team to investigate incidents. This article explains why team members must be free of conflicts, why at least one member should be familiar with issues relating to potential litigation and why members must have practical — not just theoretical — experience with the matter at hand. (Updated 11/30/12)

    Read More