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Showing 1–16 of 25 results
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A tax break for educators gets an update
July 2022
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 419
Abstract: When teachers are setting up their classrooms for the new school year, it’s not uncommon for them to pay for a portion of their classroom supplies out-of-pocket. A special tax provision allows them to recoup some of the cost at tax time. In light of changes brought by the Tax Cuts and Jobs Act, this special tax break for educators became even more important. And for 2022, an update has made the tax break even better. This article explains.
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Nonmedical staff and external support can make all the difference
Winter 2022
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 419
Abstract: Nonmedical staff members and external support providers play integral roles in many practices’ operations. They can make all the difference in quality of care and profitability. This article explains some of these staff roles and how they can improve a medical practice’s patient interaction and financial stability over time.
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Establishing “actual use” standard in service mark infringement cases
October / November 2021
Newsletter: Ideas on Intellectual Property Law
Price: $225.00, Subscriber Price: $157.50
Word count: 419
Abstract: The U.S. Court of Appeals for the Tenth Circuit recently faulted a lower court for applying the wrong legal standard when determining whether a service mark infringement plaintiff had actually used the mark. This short article reviews the actual use standard in service mark infringement cases. Underwood v. Bank of America Corp., Nos. 19-1349, -1087 (10th Cir. April 30, 2021).
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.