429

Showing 17–32 of 40 results

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More