436

Showing 1–16 of 32 results

  • Bank Wire

    Summer 2020
    Newsletter: Community Banking Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 436

    Abstract: This brief summary of recent developments in community banking explains that the federal banking agencies have issued a rule temporarily offering appraisal relief to real estate transactions affected by the coronavirus (COVID-19) national emergency. It also notes that the Federal Reserve Board has relaxed a restriction on savings accounts transfers and points out that the Coronavirus Aid, Relief, and Economic Security (CARES) Act defers payroll taxes, also temporarily. Finally, the article discusses the results of a recent survey of community banks.

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  • COVID-19 pandemic – CARES Act expands financial options for impacted plan participants

    June / July 2020
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 436

    Abstract: In its efforts to ease financial strains caused by the novel coronavirus (COVID-19) pandemic, Congress made it easier for some 401(k) plan participants to tap into their retirement savings without penalty. This brief article highlights portions of the Coronavirus Aid, Relief, and Economic Security (CARES) Act that make changes to early distributions and plan loans.

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  • Prevention is the best medicine – How to reduce your risk of a malpractice lawsuit

    Spring 2020
    Newsletter: Rx for Practice Management / Practice Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 436

    Abstract: Physicians need to ensure they’re doing everything they can to minimize their risk of being subject to malpractice lawsuits. This article discusses various steps they can take, such as developing trusting, positive relationships with patients over time and putting expectations in writing. It notes that being consistent in procedures is vitally important to help reduce — or prevent — litigation.

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  • Could an FLP help your business succession plan?

    July 2019
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 436

    Abstract: Often, the best time taxwise to start transferring ownership is long before the owner is ready to give up control of the business. This article explains how a family limited partnership can help owners enjoy the tax benefits of gradually transferring ownership yet allow them to retain control of the business.

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  • Could an FLP help your business succession plan?

    Summer 2019
    Newsletter: Business Matters

    Price: $225.00, Subscriber Price: $157.50

    Word count: 436

    Abstract: Often, the best time taxwise to start transferring ownership is long before the owner is ready to give up control of the business. This article explains how a family limited partnership can help owners enjoy the tax benefits of gradually transferring ownership yet allow them to retain control of the business.

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  • What to look for when lending to a nonprofit entity

    October / November 2018
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 436

    Abstract: Lenders interested in providing debt financing to the nonprofit sector must develop the means to evaluate the creditworthiness of an organization that doesn’t make profit its primary goal. This article lists some factors that can help a lender gauge whether a nonprofit presents a prudent risk, such as whether the nonprofit is successful in fulfilling its mission and what its goals and metrics are. The article points out that nonprofits can be viable borrower prospects — if a lender is willing to invest the time to review an application and support the nonprofit’s mission.

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  • Dollar cost averaging has an unexpected price attached

    September / October 2018
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 436

    Abstract: Many investors use dollar cost averaging (DCA) to reduce their average cost per share and lower the risk that they’ll make a substantial investment just before the market plummets. But, as this article explains, DCA can cause investors to miss out on potentially higher returns. The alternative is lump sum investing or investing the entire amount immediately.

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  • Understanding the SEC’s updated offering exemption rules

    October / November 2017
    Newsletter: Public Company Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 436

    Abstract: Public companies are generally required to register securities offerings with the SEC. But some offerings may be exempt from registration, saving significant time and money. This article explains how the SEC recently updated Rule 147 and added a new Rule 147A to make it easier for qualifying small public companies to raise capital from investors.

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  • 6 tips for more effective change orders

    Summer 2017
    Newsletter: Construction Industry Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 436

    Abstract: In the construction industry, change orders are a fact of life. The trick is making them a profitable one! This article provides six tips to better managing the process, including obtaining prompt approval and (usually) not providing freebies.

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  • Bank Wire – Is your website accessible to the disabled?

    Spring 2017
    Newsletter: Community Banking Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 436

    Abstract: This summary of recent developments in community banking discusses the need for banks to ensure their websites are accessible to the visually and hearing impaired to avoid being sued under the Americans with Disabilities Act, as well as recent amendments to the Consumer Financial Protection Bureau’s mortgage servicing provisions. The article also includes a quick overview of blockchain technology and its potential for making bank transactions more efficient.

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  • Vehicle quality is rising — and you can benefit

    January / February 2017
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 436

    Abstract: The J.D. Power 2016 U.S. Initial Quality StudySM includes some good news for the automobile industry. According to the study, new vehicle quality has improved by 6%, which doubles the 3% improvement rate reported in 2015. This was the largest uptrend in new vehicle quality since 2009. This article discusses how quality is gauged — and how this trend toward better quality can generate more sales and repeat business.

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  • Federal court puts expert in his place – Don’t let this happen to your witness

    Spring 2016
    Newsletter: Expert / Valuation & Litigation Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 436

    Abstract: When expert witnesses wander beyond their assigned role in litigation — for example, to provide an opinion on causation — their testimony may end up excluded. This article describes a federal district court case in which damages testimony was in play and the court decided that the expert witness overstepped his bounds.

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  • Don’t overlook social media assets when planning M&A transactions

    Year End 2015
    Newsletter: Public Company Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 436

    Abstract: In M&A transactions, buyers typically scrutinize a seller’s trademarks, copyrights, patents and other intellectual property and demand comprehensive representations and warranties regarding these assets. But when it comes to social media assets, buyers rarely exercise the same level of diligence — if they pay attention to them at all. The legal status of social media accounts, user names, screen names, posts, feeds and other content as “assets” is somewhat uncertain. This article discusses why you need to do your due diligence in order to minimize certain social media issues.

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  • Is that trademark too concise?

    October / November 2015
    Newsletter: Ideas on Intellectual Property Law

    Price: $225.00, Subscriber Price: $157.50

    Word count: 436

    Abstract: Generally, an effective trademark is both concise and memorable. But being too concise can backfire on a trademark applicant if the mark is found to be “merely descriptive.” This brief article covers a recent case in point.

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  • In the News – Assessing and mitigating data breach risks

    October / November 2015
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 436

    Abstract: Hackers may steal sensitive data from retailers, manufacturers, health care providers, contractors and professional services firms of all sizes. However, closely held borrowers stand to lose the most, because they typically lack the resources to absorb losses from data breach. This article discusses a recent study about the rising costs of data breach in the United States and helps lenders identify which borrowers are taking steps to lower their risks.

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  • Practice Notes – Exploring the ins and outs of outsourcing the billing function

    Summer 2015
    Newsletter: Rx for Practice Management / Practice Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 436

    Abstract: Physician practices wrestle frequently with the decision about whether to outsource their billing processes. It can be hard to balance the pros and cons. What’s good for one practice might not work for another. This article offers certain solutions that can help physicians make the best choice.

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