433

Showing 1–16 of 31 results

  • Newsbits

    Summer 2020
    Newsletter: Profitable Solutions for Nonprofits

    Price: $225.00, Subscriber Price: $157.50

    Word count: 433

    Abstract: This issue’s “Newsbits” spotlights study findings that examine charitable giving through a “lens of gender;” turnover projections; the absence of whistleblower policies at many organizations; and the public trust level toward nonprofits.

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  • Changes to Form W-4: What employers need to know

    June / July 2020
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 433

    Abstract: The 2020 version of Form W-4 (the Employee Withholding Certificate) is designed both to be more accurate and reflect changes from the 2017 Tax Cuts and Jobs Act (TCJA). For instance, the new form eliminated the line where employees enter the number of allowances because it was tied to personal exemptions, which the TCJA suspended. This article explains what employers should know about these changes to help smooth the way for their employees.

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  • Newsbits

    Winter 2020
    Newsletter: Profitable Solutions for Nonprofits

    Price: $225.00, Subscriber Price: $157.50

    Word count: 433

    Abstract: This issue’s “Newsbits” highlights “good news” giving trends for donor-advised funds and a disturbing pattern of fundraising professionals leaving nonprofits in significant numbers. The feature also spotlights the recent stagnant growth of community foundation assets.

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  • News for Nonprofits

    Year End 2019
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 433

    Abstract: This issue’s “News for Nonprofits” spotlights uneven distribution of nonprofits in the nation, a study examining women donors, disaster-related giving trends, and a charitable deduction drop.

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  • Watch out for joint employer rule

    Spring 2019
    Newsletter: Construction Industry Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 433

    Abstract: Construction is an inherently collaborative enterprise. But contractors who exercise control over the employees of subcontractors or other parties — or reserve the right to exercise such control — risk being ensnared by the so-called “joint employer rule.” This article discusses the rule and how recent legal machinations have put it in flux.

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  • Bank Wire – Guidance permits high LTV lending programs in distressed communities

    Winter 2018
    Newsletter: Community Banking Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 433

    Abstract: This summary of recent developments in banking looks at recent OCC guidance that permits national banks to establish programs for originating higher loan-to-value (LTV) loans in communities targeted for revitalization. In addition, it notes that small and midsize businesses are willing to switch banks to obtain mobile banking and digital services. And it points out that using an automatic telephone dialing system to make calls or texts to consumers’ cell phones, without prior express consent, is largely prohibited by the Telephone Consumer Protection Act (TCPA).

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  • Spotlight on damages – Experts shouldn’t assume causation

    November / December 2017
    Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 433

    Abstract: Many attorneys see causation as a legal issue that’s outside a financial expert’s body of knowledge and expect their financial expert to simply accept a plaintiff’s theory of causation. This article explains why this reasoning may be flawed and provides a real-life example of how failure to distinguish damages caused by the defendant from other types of business losses puts an expert’s testimony at risk for being excluded. American Aerial Services v. Terex USA, LLC, No. 2:12-cv-00361-JDL, U.S. Dist. Ct., D. Maine (April 29, 2015)

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  • Ready, set, sell – 4 ways to add value before selling a business

    May / June 2017
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 433

    Abstract: Business owners typically want to maximize the selling price when it’s time to cash out — and buyers may be willing to pay top dollar if the company is positioned for future growth. This article discusses how valuation experts can help owners understand their strengths and weaknesses, allowing them to boost bargaining strength with potential buyers over the long run.

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  • Think twice before tapping into your retirement savings

    March / April 2017
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 433

    Abstract: IRAs and employer-provided retirement plans discourage early withdrawals with steep penalties. But sometimes an early withdrawal may be necessary to meet immediate financial needs. This article argues that such actions should only be taken as a last resort.

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  • Payer contracts – How to drive a hard bargain

    Spring 2016
    Newsletter: Rx for Practice Management / Practice Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 433

    Abstract: Practices often allow their payer contracts to renew automatically each year without re-examining the terms. But that can be a bad mistake. This article discusses why it’s important to understand all of the practice’s contracts, individually and comparatively.

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  • Social media tips for manufacturers

    Spring 2016
    Newsletter: Manufacturer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 433

    Abstract: Social media can be an inexpensive, but effective, way to market products and brands. This article shows how some trendsetting manufacturers have successfully integrated LinkedIn, Facebook and Twitter into their marketing campaigns to drive more traffic to their websites, build brand loyalty and attract new talent.

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  • Construction Success Story – Creating an employee wellness program

    May / June 2015
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 433

    Abstract: In this issue’s “Construction Success Story,” we meet a frustrated general contractor who was doing everything he could to run a successful company yet still suffered lackluster profitability. His financial advisor noticed that employee absences and escalating health care costs could be partly to blame. So, together, they looked into creating an employee wellness program.

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  • Using an IC-DISC to lower taxes

    Spring 2015
    Newsletter: Manufacturer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 433

    Abstract: Manufacturers and distributors who export products should consider the use of an interest charge domestic international sales corporation (IC-DISC) to reduce their tax burden. This article answers some frequently asked questions about this strategy.

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  • Construction Success Story – Automated marketing optimizes business development

    November / December 2014
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 433

    Abstract: This issue’s “Construction Success Story” features the owner of a growing electrical contracting company who was feeling increasingly frustrated by the lags between marketing his company’s services, identifying leads and turning those leads into sales. His financial advisor recommended looking into a marketing automation system that would help track, qualify and score leads. This article describes how the two went about working with a marketing consultant and setting a budget to select the right solution.

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  • Methodologies on trial – Keys to surviving a Daubert challenge

    September / October 2014
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 433

    Abstract: Valuators often serve as expert witnesses if the parties to a lawsuit can’t agree on the value of a private business interest or economic losses that have been incurred. Before valuators take the stand, they should be prepared to defend their valuation methodologies from what’s commonly referred to as a Daubert challenge (named after a landmark Supreme Court case). This article describes four factors related to the expert’s methodology that judges consider, along with the professional qualifications of the expert.

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  • Dealer Digest – Is the future of dealer reserve auto financing at risk?

    May / June 2014
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 433

    Abstract: In this issue, “Dealer Digest” takes a look at the uncertain future of dealer reserve auto financing. It also discusses why, at least in the near term, driverless driving will not likely be the main benefit of driverless cars, and why, with more young buyers entering the automobile market, it might be time for dealerships to overhaul their showrooms — and the way they sell vehicles.

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