429
Showing 17–32 of 40 results
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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.
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Newsbits – “Checkbook philanthropy” breeds donor dissatisfaction
Spring 2015
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: In this issue, “Newsbits” discusses a report that uncovers dissatisfaction among millionaires who donate to charities and why that is; findings of an annual compensation survey showing that executives of large nonprofits and foundations are starting to see bigger raises; and a new tool that assigns dollar values to social projects.
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Tax Tips – IRS announces transition rule for IRA rollovers
March / April 2015
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: This issue’s “Tax Tips” discusses a new transition rule for IRA rollovers; whether government settlement payments are deductible; and why so-called “skinny” plans may not be the shelter from the Affordable Care Act’s “minimum essential health coverage” requirement that some employers hope.
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Transfer pricing: Is global tax reporting on the horizon?
February / March 2015
Newsletter: Public Company Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: If international governments have their way, multinational corporations will soon be required to provide tax information to all of the jurisdictions in which they operate on a single report. Recently, the OECD and the G20 countries issued their proposed Guidance on Transfer Pricing Documentation and Country-by-Country Reporting, part of an effort to constrain global tax avoidance. This article explains what specifically would be required of companies that operate in two or more countries.
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How the SEC is tackling financial fraud
Year End 2014
Newsletter: Public Company Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: As the number of investigations into financial crisis cases continues to wane, the SEC is refocusing its efforts and resources into public company financial fraud. The SEC formed a Financial Reporting and Audit Task Force in 2013, and enforcement activity in this area has picked up recently. This article describes several actions the SEC has taken.
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How visual analytics can help detect fraud
November / December 2014
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: Accumulating large amounts of information is easier and faster than ever, but analyzing that information remains a challenge. Visual analytics — also known as data visualization — can be a powerful tool for making sense of large amounts of data and presenting that information to a judge or jury. This brief article outlines how visual analytics works and how it can help users identify hidden trends, patterns, relationships and anomalies.
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Dealer Digest – IRS to zero in on pass-through entities
March / April 2014
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: In this issue, “Dealer Digest” notes that the IRS plans to devote more resources to auditing pass-through entities, which include S corporations, partnerships and limited liability companies (LLCs). It also explains that most dealerships won’t qualify for Affordable Care Act small-business tax credits or be able to reap their maximum benefits, and warns that manufacturers might be unable to ramp up their production capacity to meet the anticipated higher demand.
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Ask the Advisor – When should I update my leases?
March / April 2014
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: With the day-to-day activity involved in property management, it’s not surprising that commercial landlords often pay little attention to the terms of their long-term leases unless problems arise or renewal is on the horizon. But this article looks at other circumstances that might make it advisable to review and update leases: for example, a change in lenders or the tenant mix, or new developments in certain areas of the law.
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Why you still need a credit shelter trust
February / March 2014
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: Some married couples may be thinking that, with estate tax exemption portability between spouses now permanent, they no longer need credit shelter trusts. But for many well-to-do couples, that’s not the case: Credit shelter trusts can offer substantial benefits that exemption portability doesn’t. This article explains how.
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Contractor’s Toolbox – SBA offers bond guarantees for small contractors
Winter 2014
Newsletter: Construction Industry Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: Small construction companies that are struggling to obtain surety bonds should consider taking advantage of the U.S. Small Business Administration Surety Bond Guarantee Program. This article explains who qualifies, what the benefits are, and how to apply.
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Should you cut the F&I department?
Fall 2013
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: Some dealers may have tried to lower overhead and customer wait times by eliminating the finance and insurance (F&I) department. But not every dealer should make such a radical move. It’s important to carefully weigh the pros and cons before cutting F&I. As this article explains, one option is to merge the sales and F&I departments, creating a one-stop shopping experience. But training salespeople in specific F&I-related tasks would become essential.