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Showing 1–16 of 34 results
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Seniors: Medicare premiums could lower your tax bill
April 2020
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: Americans who are 65 and older qualify for basic Medicare insurance, but they may need to pay additional premiums to get the level of coverage they desire. The premiums can be expensive, especially for married couples who must pay separately for each spouse. As this article explains, however, the premiums might help lower your tax bill.
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Stephanos v. Stephanos – Personal vs. enterprise goodwill in divorce
March / April 2020
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: The treatment of business goodwill in divorce cases varies from state to state. Courts in more than half of the states, including Florida, make an important distinction between personal and enterprise goodwill. This article summarizes a recent Florida circuit court decision to classify all goodwill from a one-owner service business as enterprise goodwill, a marital asset under state law.
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Stephanos v. Stephanos – Personal vs. enterprise goodwill in divorce
March / April 2020
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: The treatment of business goodwill in divorce cases varies from state to state. Courts in more than half of the states, including Florida, make an important distinction between personal and enterprise goodwill. This article summarizes a recent Florida circuit court decision to classify all goodwill from a one-owner service business as enterprise goodwill, a marital asset under state law.
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Risky business: Valuation rules of thumb
Fall 2019
Newsletter: Construction Industry Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: Determining the market value of a construction company may be necessary or desirable for many reasons, including a business sale or for succession planning. Some contractors may use valuation rules of thumb to do so, but that’s risky business. This article explains why, providing examples of how countless factors affect a business valuation.
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News for Nonprofits – Transparency drives higher contributions
June / July 2019
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: This issue’s “News for Nonprofits” reports on study findings that suggest that transparency results in more contributions, and looks at a pilot program aimed at bringing donors and investors together to fund not-for-profits. Also covered are surprising study findings on board diversity among nonprofits and Facebook’s fundraising effectiveness.
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Newsbits – Senators pursue charitable giving data
Winter 2019
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: This issue’s “Newsbits” spotlights a bipartisan action by two U.S. senators to seek facts about charitable deductions in 2018. The feature looks at Charity Navigator’s campaign to accept donations made with BitCoin and BitCash cryptocurrency, and reports on investor involvement in newly created “Qualified Opportunity Zones” within low-income communities. It also discusses a new study that tracked the communication habits of nonprofits.
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Shrinking employee turnover
May / June 2018
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: Dealerships have experienced some of the highest employee turnover rates of any industry. According to the National Automobile Dealers Association (NADA), the average tenure of dealership employees is only 2.4 years. For salespeople, however, this figure drops to a scant 18 months. This article highlights the results of poor retention and provides some tips for improving the problem, including investing in training and rethinking commission-driven pay plans.
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Stop employee credit card abuse before it starts
Spring 2018
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: Protecting your organization from credit card fraud and abuse is as easy as writing a credit card use policy and following it. This begins with the careful selection of staffers who will have card access and instructing them on its proper uses. Also, management oversight — including the review and approval of every transaction — is essential.
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Role of DAFs and PIFs in a charitable giving plan
July / August 2017
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: Donor advised and pooled income funds are becoming popular with individuals who want to support charities in a tax-efficient manner. This article explains that these vehicles offer the benefits of private foundations and charitable remainder trusts at a reduced cost.
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What’s your firm worth?
Spring 2017
Newsletter: Law Firm Management
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: Law firms generally don’t pay as much attention to their value as technology companies or public corporations, but a variety of circumstances can trigger the need for a firm valuation. Although attorneys may often deal with business valuations in the course of their work for clients, they might be surprised to learn how law firm valuations can differ. This article summarizes what law firms need to know about valuing their own firms.
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How to manage a windfall
Year End 2016
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: Coming into a large sum of money, whether from an inheritance, a gift or a legal settlement, is a good thing, but it can also have its down sides. Managing a windfall responsibly — with discipline, thoughtfulness and planning — is critical. This article provides some guidelines to help ensure financial security and achieve goals in the long term.
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Tax Tips – Take another look at the research credit
May / June 2016
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: This issue’s “Tax Tips” article covers the research credit, why taxpayers should consider a charitable IRA rollover, and the risks associated with falling behind on payroll taxes.
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Construction Success Story – Contractor damps down deluge of app downloads
March / April 2016
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: This issue’s “Construction Success Story” features the owner of a growing suburban homebuilding company who was trying to hold back a veritable deluge of mobile construction apps that her employees were downloading. She asked her financial advisor for some advice on how to choose the right ones. He suggested creating a list of preferred apps in various categories for her staff to download only as needed.
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Ask the Advisor – Is defeasance right for me?
July / August 2015
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: As the real estate market has improved in many parts of the United States, and interest rates are poised to climb in the near future, many property owners are considering pursuing defeasance to exit their loans. Many, however, don’t really understand what’s involved. This article provides input on how defeasance works and when it’s best to use it.
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Why it’s important to have the right directors on your board
June / July 2015
Newsletter: Public Company Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: Board composition is a very important issue for public companies. SEC rules and stock exchange listing standards impose certain requirements for board and committee composition. At the same time, public companies are under increasing pressure from regulators, investors and other stakeholders to ensure their boards are sufficiently diverse and have directors with the right skill sets. This article explains why it’s so critical to place the right directors on a board and lists factors to consider in choosing them.
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Dealer Digest – Longer-lasting cars lead to longer loan terms
May / June 2015
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: This issue’s “Dealer Digest” highlights how longer-lasting cars have sparked a trend toward longer loan terms; how fuel-efficient models continue to drive new-car sales despite lower gasoline prices; and how millennial hiring within dealerships is on the rise, giving millennial customers employees they can relate to.