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Showing 1–16 of 35 results

  • Is it time to automate equipment warranty tracking?

    November / December 2020
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 429

    Abstract: Staying on top of equipment warranty requirements and expiration dates is an important task in the construction business. Yet contractors who maintain multiple vehicles and pieces of equipment often struggle to track their various warranties, missing out on valuable savings. This article discusses the concept of automating the process with advanced software.

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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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