435

Showing 17–30 of 30 results

  • Practical Perspectives: Key financial issues for you and your family – Exchanging a life insurance policy — tax-free

    April / May 2015
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 435

    Abstract: In this issue’s “Practical Perspectives,” “Margaret” has had a permanent life insurance policy for years but now wants to get rid of it because of unappealing features and the poor financial standing of the insurer. Her financial advisor suggests that, rather than simply cash out, she might execute a tax-free “1035 exchange” of the policy for a better one.

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  • Mission impossible? How to manage the millennial generation

    Year End 2014
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 435

    Abstract: With millennials composing an increasing share of the workforce, effectively managing them is critical. It helps to examine their work habits and attitudes, separating fact from fiction. This article looks at several surveys’ findings about what millennials value in their careers.

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  • In the News – Qualifying leases no longer require consolidation

    August / September 2014
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 435

    Abstract: Certain borrowers that lease assets from related parties may now qualify for an alternative accounting method under Generally Accepted Accounting Principles that doesn’t require consolidation. That’s good news for lenders who often request supplemental schedules to reverse the effects of consolidation to get a clearer picture of financial results. This article lists four conditions that must be met for a borrower to opt out of the consolidation requirement.

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  • Daubert challenges: Is your financial expert vulnerable?

    May / June 2014
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 435

    Abstract: The U.S. Supreme Court’s 1999 opinion in Kumho Tire Co. v. Carmichael made clear that the Daubert criteria for admissibility of expert testimony applies to all types of experts — including financial witnesses. In the years since Kumho, PricewaterhouseCoopers has regularly examined written opinions that address Daubert challenges. This article looks at its latest report, which can help plaintiffs and defendants choose expert witnesses.

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  • What benefits and perks do your employees most value?

    Spring 2014
    Newsletter: Auto Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 435

    Abstract: Compensation packages help attract and retain skilled workers. But dealers can’t afford to provide limitless benefits and perks. The key is to offer only those that best fit their employees’ needs and preferences. What employees value depends on many factors, such as age, gender, marital status and income. This article explains how to create a simple, focused survey to determine which benefits and perks the staff values most. It also offers three simple ways dealer-owners can boost morale without increasing costs.

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  • Back to Basics – Are your borrowers overlooking tax deductions?

    Year End 2013
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 435

    Abstract: Year end is a good time to revisit tax-saving opportunities, such as the Domestic Production Activities Deduction (DPAD), under Internal Revenue Code Section 199. Borrowers who are unaware of the DPAD — or intimidated by its perceived complexity — could be leaving money on the table. This article discusses which businesses may qualify for the DPAD and which don’t, along with the DPAD’s limitations and mechanics.

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  • IP litigation – Making the case for (or against) disgorgement of profits

    September / October 2013
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 435

    Abstract: In certain types of intellectual property cases, plaintiffs are entitled to recover — or disgorge — the profits the defendant reaped as a result of the infringement. But determining the proper amount for those profits can prove tricky, especially when it comes to allocating expenses and revenues. This article argues that a financial expert witness must be able to speak authoritatively to both claimed gross revenues and claimed costs and apportionment.

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  • The Contractor’s Corner – How do we guard against the risk of mobile devices?

    Spring 2013
    Newsletter: On-Site

    Price: $225.00, Subscriber Price: $157.50

    Word count: 435

    Abstract: Smart phones have become useful tools for construction businesses, but their increasing presence has led to new risks, as well. This issue’s “Contractor’s Corner” looks at the risks involved when an employee uses a personal device when conducting company business — not just the physical risk of using a phone while driving, but the cyber risk of having valuable company data stolen. These dangers illustrate the need for a formal mobile device policy.

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  • Construction Success Story – Contractor practices preventive medicine with subs

    November / December 2011
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 435

    Abstract: This issue’s “Construction Success Story” discusses the case of a contractor who asked his financial advisor for some advice on selecting the right subcontractors for a new, big job. Picking the wrong ones could lead to costly delays — or even termination of the sub in question — which could mean paying attorneys’ fees, scrambling to complete or redo the work, and damaging the contractor’s good standing with the project owner. This article looks at the specific tips the advisor offered to avoid such consequences.

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  • The Contractor’s Corner – Many subcontractors struggle with surplus of idle workers

    Winter 2011
    Newsletter: On-Site

    Price: $225.00, Subscriber Price: $157.50

    Word count: 435

    Abstract: This issue’s “Contractor’s Corner” discusses a contractor who, facing a dearth of projects, is thinking about laying off employees. But this article offers possible options, such as determining the true costs of both active and idle workers, instituting pay cuts or job-sharing programs, or even “loaning” employees to friendly competitors.

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  • Computer fraud 101

    Summer 2010
    Newsletter: Expert / Valuation & Litigation Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 435

    Abstract: As digital data has become indispensable in almost every industry, the incidence of computer fraud has climbed accordingly. Although the schemes can prove difficult to detect, it’s possible to help clients minimize their losses by understanding the typical methods of computer fraud and calling in qualified experts at the first sign of trouble. This article discusses three types of computer manipulation schemes.

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  • Research shows bankruptcy drives financial statement fraud

    Fall 2009
    Newsletter: Expert / Valuation & Litigation Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 435

    Abstract: The rough economy is pushing an increasing number of businesses into bankruptcy. And, according to recent research, financial state¬ment fraud may be more prevalent in companies that file for bankruptcy. A couple of recent studies take a look at where the fraud is coming from and whether Sarbanes-Oxley controls are proving effective.

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  • American Recovery and Reinvestment Act of 2009 – What you need to know about changes to COBRA coverage

    August / September 2009
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 435

    Abstract: The American Recovery and Reinvestment Act of 2009 (ARRA) makes substantial changes to COBRA coverage, including the addition of a government subsidy for medical premiums. Signed into law earlier this year, ARRA affects employers with 20 or more employees who maintain group health plans. This article summarizes the changes made to COBRA under the act.

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  • What’s the valuation Rx for unhealthy companies?

    July / August 2009
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 435

    Abstract: The recession has taken its toll on many companies. Factors driving companies to the brink of bankruptcy include weak demand, scaled-back corporate budgets and rising commodity prices. This brief article discusses the warning signs of trouble, including late or missing financial records; deferred maintenance, repair and equipment updates; and sales of fixed assets to generate cash. It then points out how valuators can work with management to help distressed companies accurately project value in light of turnaround plans as well as determine liquidation value if needed.

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