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Showing 1–16 of 23 results
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AICPA finalizes fair value guidance for investment companies
January / February 2020
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 425
Abstract: The AICPA recently finalized guidance for investment companies on determining the fair value of their portfolio company investments. This article highlights a few key issues covered in this extensive guide: the market participant’s perspective, the valuation of debt and calibration.
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AICPA finalizes fair value guidance for investment companies
January / February 2020
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 425
Abstract: The AICPA recently finalized guidance for investment companies on determining the fair value of their portfolio company investments. This article highlights a few key issues covered in this extensive guide: the market participant’s perspective, the valuation of debt and calibration.
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Act now to save 2019 taxes on your investments
November 2019
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 425
Abstract: Taxpayers with investments outside of tax-advantaged retirement plans might still have time to reduce their 2019 tax bills by selling some investments. One key question is: Which ones? This article offers sound advice on how to start making the right choices about selling.
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News for Nonprofits – Netflix changes the landscape for donor retention
August / September 2019
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 425
Abstract: This issue’s “News for Nonprofits” highlights donor retention lessons that can be learned from Netflix’s customer retention success and how higher-education fundraisers are fearing U.S. congressional and donor ramifications from the highly publicized college admissions scandal. It also spotlights how the New Markets Tax Credit program is becoming popular among some nonprofits trying to secure funding for projects in economically distressed areas.
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Crowdfunding comes to CRE
January / February 2019
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 425
Abstract: Kickstarter and other popular crowdfunding platforms are used to obtain funding from individual investors for everything from independent movies and music to health care and legal expenses. In the past few years, crowdfunding platforms have also popped up to offer individuals a way to invest in commercial real estate (CRE) projects. This article examines how this alternative form of financing could pay off for both investors and developers.
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News for Nonprofits – Report digs into Millennials’ work for causes
April / May 2018
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 425
Abstract: This issue’s “News for Nonprofits” highlights the results of the Millennial Impact Report; new reports available at Charity Navigator; and a new dollar-amount record for Giving Tuesday.
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Don’t get taxed twice on nondeductible IRA contributions
January / February 2018
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 425
Abstract: Taxpayers who make nondeductible contributions to a traditional IRA need to understand the tax treatment of distributions to ensure they’re not taxed twice on the same income. This article explains the risk and how to mitigate it.
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News for Nonprofits – Are “optional” property taxes for NFPs on the way?
Year End 2017
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 425
Abstract: This issue’s “News for Nonprofits” reports on local governments looking for ways to impose property taxes on nonprofits; low interest rates prompting nonprofits to make financial changes; and a report on LGBTQ employment discrimination. An item on “limited-life” foundations, which are drawing growing donor interest, also is included.
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Bank Wire – Impact of new lease accounting standard on regulatory capital
Fall 2017
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 425
Abstract: This summary of recent developments in banking looks at the impact of a revised lease accounting standard on a bank’s regulatory capital. It also discusses the Office of the Comptroller of the Currency’s updated risk management guidance for third-party relationships. In addition, the article notes that federal contractors with 50 or more employees and a single government contract of $50,000 or more are required to maintain a written affirmative action plan, and explains the Consumer Financial Protection Bureau’s recent rule that limits predispute arbitration agreements in certain financial contracts.
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The changing face of identity theft – Thieves use personal data to manufacture synthetic identities
September / October 2017
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 425
Abstract: People have been worried by the prospect of identity theft for decades. This article introduces another type of identity fraud that’s lesser known but potentially riskier: synthetic identity fraud. This article explains how these scams typically work and what’s at stake.
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4 key areas to review when assessing ability to compete
June / July 2017
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 425
Abstract: There are several factors a lender should consider in assessing whether a small business is likely to meet its loan obligations. These include the competitive environment and the business’s tangible and intangible resources. This brief article explains the need for lenders to go beyond financial statement analysis to gain a realistic picture of a company’s ability to compete.
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Dealer Digest – Is your dealership benefiting from charitable work?
September / October 2015
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 425
Abstract: This issue’s “Dealer Digest” briefly explores the benefits for dealerships that partake in charitable work. The feature also reports on vehicle leasing, which is up 24% from five years ago, and on 2016 annual limits for Health Savings Accounts and high-deductible health plans.
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Ain’t that a shame: A musical copyright case
August / September 2015
Newsletter: Ideas on Intellectual Property Law
Price: $225.00, Subscriber Price: $157.50
Word count: 425
Abstract: The popular musical “Jersey Boys” tells the story of the 1960s vocal group the Four Seasons. But the story isn’t over for some of the boys. This article covers a recent decision by the U.S. Court of Appeals for the Ninth Circuit that demonstrates some of the complexities that can arise from joint copyright ownership. Corbello v. DeVito, No. 12-16733, Feb. 10, 2015 (9th Cir.)
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Back to basics – Why ESOPs need appraisals
May / June 2015
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 425
Abstract: ESOPs provide tax-saving opportunities for business owners who want to cash out and transfer ownership to employees without immediately giving up control of the business. This article discusses the valuation challenges that ESOPs present to the fiduciaries who administer them, especially when the sponsoring company is privately held. Fifth Third Bancorp v. Dudenhoeffer (U.S. Supreme Court, No. 12-751, June 25, 2014)
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New York nonprofit law could affect your organization
Spring 2015
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 425
Abstract: A sweeping new law that changes how many of New York state’s nonprofits govern and operate could provide a template for other states. This article urges even nonprofits outside of New York to anticipate possible mandates that support accountable and transparent nonprofit governance. These include stronger conflict-of-interest policies and greater financial oversight.
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Dealer Digest – Use SEO to get e-head
March / April 2015
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 425
Abstract: This issue’s “Dealer Digest” provides four tips for improving a website’s search engine optimization capability. It mention’s a trade association’s doubts about the methodology the Consumer Financial Protection Bureau uses to determine finance companies’ compliance with fair lending laws. And, it notes the recent trend of strong dealership M&A activity.