436
Showing 1–16 of 37 results
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To discount or not to discount? Court rules discounts are inappropriate in forced buyout case
May / June 2023
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 436
Abstract: New Jersey law allows discounts for lack of control and lack of marketability in certain fair value situations. But the propriety of these discounts depends on many factors, including what’s fair and equitable for the circumstances. This article explains why the court decided against applying discounts when valuing the interests of dissociated minority partners in a shopping mall. Robertson v. Hyde Park Mall, No. 13370-13 (N.J. Super. May 19, 2022).
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News for Nonprofits – Community foundations pull back on funding
Winter 2023
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 436
Abstract: This issue’s “News for Nonprofits” highlights a survey showing community foundations pulling back on funding, a report on the somewhat sluggish and vulnerable recovery of nonprofits post-pandemic, and the introduction of several new options when it comes to Internet domain names from Public Interest Registry, the Virginia-based nonprofit that coordinates website domains.
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News for Nonprofits – Community foundations pull back on funding
Year End 2022
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 436
Abstract: This issue’s “News for Nonprofits” highlights a survey showing community foundations pulling back on funding, a report on the somewhat sluggish and vulnerable recovery of nonprofits post-pandemic, and the introduction of several new options when it comes to Internet domain names from Public Interest Registry, the Virginia-based nonprofit that coordinates website domains.
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Tax Tips – Watch out for tax scams
January / February 2022
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 436
Abstract: These brief tips detail specific tax scams to be on the lookout for; explain the benefits of an ABLE account; and discuss recent Multistate Tax Commission guidance on the Interstate Income Act.
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Lending to older entrepreneurs can be profitable
October / November 2021
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 436
Abstract: Older and experienced entrepreneurs have handled far more personal and professional challenges than younger entrepreneurs, and may have more tried-and-tested tools at their disposal to address the inevitable challenges of starting and managing a new business. This article looks at the advantages of lending to entrepreneurs in their 40s, 50s and 60s.
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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.