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Showing 17–32 of 32 results
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Buy low, sell high – A primer on value investing
September / October 2016
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 423
Abstract: Value investing can be an integral component of a well-balanced portfolio. This article explains the concept — that value investors try to identify companies whose stock prices don’t reflect what they consider their value. The article stresses that patience and a long-term perspective are critical to be a successful value investor.
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Using a third expert to bridge the gap
May / June 2016
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 423
Abstract: When each side to a legal dispute hires its own business valuator, the two experts are unlikely to come up with exactly the same conclusion. It sometimes makes sense to hire another valuator to identify and reconcile key differences. This article provides guidance about hiring a third valuator, including how to keep costs down and define parameters up front.
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How could this fraud have been prevented?
August / September 2015
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 423
Abstract: This article offers a fact-inspired case study describing a fraud that caused severe reputational and financial damage to a previously financially healthy nonprofit. It also suggests policies and practices that likely would have deterred this fraud — had they been in place.
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Business valuation – Court weighs in on quality and quantity of evidence
May / June 2015
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 423
Abstract: Qualified valuation experts are essential when a business’s value is in dispute. But sometimes expert opinions are rejected for reliance on insufficient data. This article describes a case where the trial court declined to assign a value based on the expert’s testimony. However, an appellate court found that “a relative wealth of information” existed and that the business could be valued.
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Ask the Advisor – Is a credit tenant lease right for me?
January / February 2015
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 423
Abstract: Credit tenant lease (CTL) financing is gaining popularity as a way for owners and developers to leverage the rental stream from a single-tenant property. But, like most forms of financing, these arrangements have their risks as well as some potential advantages. This article explains how CTL financing works and its many appealing features, but notes one possible downside.
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Tax Tips – Watch out for tax scams
November / December 2014
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 423
Abstract: This issue focuses on why it’s critical to watch out for tax scams; the alternative simplified credit (ASC) method as an easier way to claim a research credit; and proposed mandatory accrual accounting for some personal service firms.
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Ask the Advisor – How important is compliance with debt-related loan covenants?
September / October 2013
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 423
Abstract: The commercial mortgage arena is far from rosy. Lenders don’t want to expose themselves to the types of losses they sustained when the real estate market crashed. To protect their interests, many lenders are insisting on the inclusion of debt-related loan covenants. Borrowers that violate them risk costly consequences. This article explains the difference between debt service coverage covenants and loan-to-value (LTV) covenants, along with the consequences of noncompliance.
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BANK Wire – Study links higher CRE concentrations with bank failure
Summer 2013
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 423
Abstract: This issue’s “BANK Wire” discusses a Federal Reserve and OCC white paper that analyzes the impact of the OCC’s 2006 commercial real estate concentration guidance regarding enhanced credit risk controls. It also looks at an IRS private letter ruling on whether a financial institution has a tax-reporting obligation with respect to account-opening bonuses for new IRAs or Section 529 college savings plans. In addition, it notes a survey showing a swift rise in mobile banking and discusses the Consumer Financial Protection Bureau’s recently published mortgage rule compliance guide.
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Contractor’s Toolbox – Beware of the invisible contract clause
Spring 2012
Newsletter: Construction Industry Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 423
Abstract: Contracting with federal and state government agencies requires careful planning — especially when a public construction contract is involved. Not only can these documents be lengthy and complex but, in some cases, “invisible” mandatory contract clauses may be treated as part of the contract even if they’re not included. This article references a long-standing court case in which, following a contract termination, a contractor’s lost profits claim was rejected because the court presumed the contractor to be aware of a clause that wasn’t actually written into the contract. G.L. Christian and Associates v. U.S., 312 F.2d 418 (Ct. Cl.1963) General Engineering & Machine Works v. O’Keefe, 991 F.2d 775 (Fed. Cir. 1993)
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Find me the money! Asset tracing can uncover fraud
Fall 2011
Newsletter: Expert / Valuation & Litigation Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 423
Abstract: With the economy in turmoil, many employees may be tempted to indulge in occupational fraud. Fraud experts can help companies detect such wrongdoings — and potentially recover their funds — by identifying and tracing misappropriated cash assets via the point of payment. This article specifically looks at schemes involving fictitious billing and ghost employees.
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Ask the Advisor – What type of due diligence is necessary in today’s market?
September / October 2011
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 423
Abstract: The commercial real estate market remains rocky. Historical assumptions about rent growth, lease renewals, and similar issues are less reliable than in the past. That means due diligence for new transactions will require more intensive effort and a broader, more conservative focus. This article describes three kinds of information that must be reviewed, and steps that go beyond traditional due diligence.
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Widespread market participation leads to more securities fraud
Summer 2011
Newsletter: Expert / Valuation & Litigation Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 423
Abstract: According to the FBI, widespread participation in the markets has led to more securities fraud. This article discusses Ponzi schemes, along with broker scams that result in suitability or churning claims. Qualified financial experts can play a critical role in helping victims recover some of their losses.
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The Contractor’s Corner – How can I keep debt from sneaking up on me?
Spring 2011
Newsletter: On-Site
Price: $225.00, Subscriber Price: $157.50
Word count: 423
Abstract: This issue’s “Contractor’s Corner” looks at the dilemma of a contractor who worries about encroaching debt even when work is plentiful. Construction businesses are particularly sensitive to cash flow fluctuations, so giving up too much flexibility to debt could really hurt. This article explains how contractors need to prioritize debt, paying particular attention to their debt-to-equity ratio. It also discusses options to bankruptcy when debt becomes overwhelming.
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Newsbits – MASTERING FORM 990
Winter 2010
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 423
Abstract: This issue’s “Newsbits” briefly discusses online instructions for the new Form 990; a new IRS rule that benefits supporting organizations; and 10 IRS tips for taxpayers that charitable organizations might want to publicize to encourage donations.
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Accidents happen: Consider long-term disability coverage
Winter 2010
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 423
Abstract: A disabling accident or illness can happen to anyone at any time — and the more severe, the greater the potential drain on an individual’s or family’s budget. For this reason, everyone should at least consider long-term disability insurance. Employer coverage is likely only short-term and, even if it’s for a longer period, may not offer adequate coverage. Buying one’s own long-term disability coverage isn’t inexpensive, but does offer certain advantages. There are, however, certain things to consider, such as how the insurer defines “disability” and whether to buy “own occupation” vs. “any occupation” coverage.
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Retail e-tales – What to consider when lending to online retailers
November / December 2009
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 423
Abstract: Retailers top the list of borrowers hardest hit by the downturn. But online retail could be a bright spot, as recession-spooked consumers search for bargains and convenience. When lending to e-tailers, consider such factors as up-to-date search functions and privacy features, detailed product information and reliable customer reviews; how quickly borrowers modify promotions based on customer buying habits; and possible partnerships with brick-and-mortar stores.