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Showing 1–16 of 37 results

  • News for Nonprofits – Redirecting donations alienates donors

    August / September 2020
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 420

    Abstract: This issue’s “News for Nonprofits” spotlights how donors are irked when their donations are directed to nonprofit projects different from what they’d intended. Also highlighted are the OMB’s guidance for managing grants during the COVID-19 crisis and the lack of a formal diversity strategy at many organizations.

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  • News for Nonprofits – FASB tackles reporting gifts-in-kind

    June / July 2020
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 420

    Abstract: This issue’s “News for Nonprofits” spotlights the FASB’s proposed ASU on the reporting of contributed nonfinancial assets, or gifts-in-kind; a survey of nonprofit CEOs that reveals what they see as the plusses and minuses of donor-advised funds; and an effort to determine whether a group of foundations were doing enough to help their grantees cover indirect costs.

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  • Help borrowers compete against larger competitors

    August / September 2019
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 420

    Abstract: Faced with one or more well-funded, bigger competitors, a small or midsize enterprise (SME) may feel pressure to borrow money to fend them off. Its loan application may create a compelling case for debt. This article suggests that, before submitting the package to the loan committee, lenders need to take the time to ask four critical questions about the SME’s competitive landscape, including determining what drives the SME’s customer acquisition and attrition.

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  • Confidential sales can trigger the on-sale bar to patentability

    June / July 2019
    Newsletter: Ideas on Intellectual Property Law

    Price: $225.00, Subscriber Price: $157.50

    Word count: 420

    Abstract: The U.S. Supreme Court has unanimously defeated an attempt to limit the on-sale bar in cases where an invention was sold under a confidentiality agreement. This article looks at why the secrecy about the details might keep the sale from public knowledge, but it can still block a patent under the America Invents Act (AIA). Helsinn Healthcare S.A. v. Teva Pharmaceuticals USA, Inc., No. 17-1229, Jan. 22, 2019, U.S. Sup. Ct.

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  • 5 ways to improve practice efficiency

    Spring 2019
    Newsletter: Rx for Practice Management / Practice Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 420

    Abstract: Practice efficiency is tied to practice profitability — and it can help physicians and staff members continue to provide good health care over time. This article lists five specific ways physicians can improve the efficiency of their medical practices, such as ensuring payments and billing are accurate on an ongoing basis and monitoring key performance indicators to evaluate whether any areas need to be improved.

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  • Bank Wire – FinCEN creates exception to Beneficial Ownership Rule

    Winter 2019
    Newsletter: Community Banking Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 420

    Abstract: This summary of recent developments in banking discusses the Financial Crimes Enforcement Network’s (FinCEN’s) attempt to combat money laundering and other fraudulent activities via its recent Beneficial Ownership Rule. It also notes that some lenders are considering the use of alternative data to expand access to credit for people with thin credit histories or negative items on their credit reports, and explains that the federal banking agencies have clarified that supervisory guidance “does not have the force and effect of law.”

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  • Using the 4% rule to make retirement fund withdrawals

    May / June 2018
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 420

    Abstract: Determining how much to withdraw from a retirement nest egg annually can be stressful. As this article argues, the 4% rule can help reduce uncertainty. Retirees withdraw 4% of a portfolio in the first year of retirement and increase withdrawals each year thereafter to keep pace with inflation.

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  • Don’t let unemployment insurance fleece your nonprofit

    Winter 2018
    Newsletter: Nonprofit Observer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 420

    Abstract: States collect billions of dollars from employers in overpaid unemployment tax. To learn whether they’re overpaying, nonprofits might perform periodic audits of benefit statements. They should also feel free to appeal claims decisions made by their state agency and, as this article suggests, consider becoming a “reimbursing employer.”

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  • Estate planning for your digital assets and accounts

    November / December 2017
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 420

    Abstract: Nearly everyone owns at least some digital assets, including online bank and brokerage accounts and bill-paying services. As this article argues, digital assets should be included in an estate plan to ensure that trustees and executors can access them and carry out their owner’s wishes.

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  • Newsbits – Study shows digital revenue on the rise

    Fall 2017
    Newsletter: Profitable Solutions for Nonprofits

    Price: $225.00, Subscriber Price: $157.50

    Word count: 420

    Abstract: This issue’s “Newsbits” highlights a study showing digital revenue on the rise, some new positions that might emerge at not-for-profits, and a report that sheds some light on employee retention.

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  • Ask the Advisor – Q: Do sellers always accept the highest bid?

    April / May 2017
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 420

    Abstract: The most generous bid isn’t always the determining factor in the sale of a business — nor should it be. As this column makes clear, sellers usually take additional considerations into account, such as the opportunity for a postdeal role in the business, deal structure and the two companies’ strategic fit.

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  • Procurement comes to legal services – Is your firm up to the challenge?

    Fall 2016
    Newsletter: Law Firm Management

    Price: $225.00, Subscriber Price: $157.50

    Word count: 420

    Abstract: In recent years, many companies have started using procurement to purchase legal services. This article discusses some of the reasons — pressure to be profitable and concern about law firm billing practices — and explores recent trends. For example, companies that use procurement professionals often expect firms to provide discounts of 10% to 20%.

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  • News for Nonprofits – Charity chief cites red flags for fraud and other misdeeds

    Year End 2015
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 420

    Abstract: This issue’s “News for Nonprofits” covers possible red flags for fraud and other misdeeds and a Department of Labor proposal that could hike organizations’ overtime costs. Also discussed: advice on raising funds via the social media and survey results that show churches lagging behind other nonprofits in their online fundraising efforts.

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  • Investigative due diligence: Have you vetted your opponent’s experts?

    November / December 2015
    Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 420

    Abstract: In litigation, the outcome sometimes comes down to the quality of expert witness testimony. That’s why it’s important to vet opposing experts for weaknesses. This brief article notes a few areas to examine, including experts’ credentials, whether their testimony and written reports comply with applicable standards, previous opinions that contradict their opinion in the current case and any conflicts of interest.

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  • News for Nonprofits – What potential board members should consider …

    April / May 2015
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 420

    Abstract: This issue’s “News for Nonprofits” passes on what Stanford University’s Center for Social Innovation has isolated as tangible, and intangible, reasons why certain board members matched with certain nonprofits perform especially well — ideas that organizations can keep in mind when recruiting members. The feature also reports on a video-game marathon that recently raised over $1.5 million for a charity it partnered with.

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  • Practice Notes – How to flourish as an independent practitioner

    Winter 2015
    Newsletter: Rx for Practice Management / Practice Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 420

    Abstract: While the trend is clearly toward physician employment by hospitals and health plans, many doctors would prefer to practice independently for as long as possible. So what does it mean to be independent and how can one stay that way? This article notes that the dream is more manageable when five components are in place: fiscal strength, care coordination, risk assumption, competitive advantage and embracement of change.

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