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Showing 17–29 of 29 results
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Heads up on increased IRS penalties, new CFPB role
January / February 2016
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 444
Abstract: This article explains a provision of the Trade Preferences Extension Act of 2015 that will affect IRS penalties for the 2016 tax year. It also discusses a new regulatory arrangement with the CFPB that is now in effect.
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The cost approach: An integral piece of the valuation puzzle
July / August 2014
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 444
Abstract: Numerous articles have been written about the nuances of the income and market approaches. But the cost approach can also be a viable valuation technique. The concept underlying the cost (or asset-based) approach is that the value of a business equals the difference between the values of its assets and liabilities. This article offers a closer look at how it works. Richard Scott Starling v. Teresa Ann Morehead Starling (Va. Ct. of Appeals, Record No. 0589-13-3, Sept. 10, 2013)
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The Contractor’s Corner – How can I get my technology in order?
Spring 2014
Newsletter: On-Site
Price: $225.00, Subscriber Price: $157.50
Word count: 444
Abstract: In a recent survey of contractors, more than a quarter of respondents reported that they haven’t integrated all of their software. This issue’s “Contractor’s Corner” looks at implementing a companywide strategic IT plan. Doing so involves defining IT objectives and then taking a phased approach to adopting technology — just like a construction project!
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The wide world of claims fraud (and how to come out on top)
Winter 2014
Newsletter: Expert / Valuation & Litigation Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 444
Abstract: These days a variety of businesses deal regularly with claims that present the opportunity for fraud, ranging from false health care and other benefits claims to dishonest rebate and warranty claims. But technological advances over the last decade or so have given rise to the emergence of data and predictive analytics — powerful tools for combating fraud when in the right hands. To make the most of such analytics, companies need to take a strategic and integrated approach. This article offers four steps in this process.
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Practical Perspectives: Key financial issues for you and your family – Newlyweds learn about married (taxpaying) life
June / July 2013
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 444
Abstract: This issue’s “Practical Perspectives” examines the tax situation of newlyweds “Albert and Cyndi.” The couple initially seemed skeptical about the impact of tying the knot. But only Albert is presently working, and their tax advisor explains how the “marriage penalty” will affect them once both are employed.
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How to handle an unsolicited acquisition offer
Summer 2013
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 444
Abstract: Although unsolicited acquisition offers are fairly common — and some represent excellent opportunities — caution is warranted. An M&A advisor can help a business determine whether selling now is in its best interest. This article explains how an advisor determines the value of a business and whether potential buyers have the financing to purchase it.
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Ask the Advisor — Q. How should I manage employee resistance to our merger?
April / May 2012
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 444
Abstract: No matter how thoroughly an M&A deal’s benefits are explained to employees, there’s still a chance they’ll challenge it. If enough of them — particularly managers and other opinion leaders — are dead-set against a merger, it could be in serious trouble. This column provides tips on minimizing strong and potentially disruptive resistance.
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Construction Success Story – Contractor divides company into multiple entities
May / June 2011
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 444
Abstract: This issue’s “Construction Success Story” looks at a general contractor who was interested in taking on some state and federal projects. But he knew such jobs could be tricky and worried about his company’s lack of experience. His financial advisor showed him how multiple business entities could provide one way to safeguard his established company’s reputation while offering potential legal and tax benefits as well.
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ACFE report identifies a variety of red flags
Spring 2011
Newsletter: Expert / Valuation & Litigation Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 444
Abstract: The Association of Certified Fraud Examiners (ACFE) releases its Report to the Nations on Occupational Fraud and Abuse every other year, and the results are never pretty. For example, in the 2010 version, survey participants estimated that the typical business worldwide loses 5% of its annual revenues to occupational fraud. Fortunately, the report also identifies a variety of red flags to look out for. This article discusses red flags that are common according to a perpetrator’s position and the type of scheme.
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More and more contractors turn to lead services
May / June 2010
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 444
Abstract: In this tough economy, more and more contractors are turning to lead services to get the jump on competitors. There are three primary choices: a subscription-based service, a pay-per-lead service, or a database service. The first two are more economical. Yet those who are serious about using a lead service, and can afford to do so, might want to take a calculated risk and sign up for a database in order to quickly achieve more precise results. But due diligence is important.
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Model behavior – Is your ALM model capturing your bank’s risks?
Spring 2010
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 444
Abstract: Asset-liability management (ALM) is a critical activity for banks — not just for meeting regulators’ expectations, but also as a strategic tool for controlling risk and enhancing performance. In today’s high-risk environment, it’s critical for a bank’s board of directors or asset and liability committee to take a proactive approach to ALM. There are a variety of ALM modeling software programs available, but the type of model and level of sophistication that’s right for a particular bank depends on the bank’s size, complexity, business model, risk profile and other characteristics.
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Ask the Advisor – How can I know if a foreclosed property is a good investment?
September / October 2009
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 444
Abstract: Although the sheer number of foreclosures has tempted many people to become foreclosure investors, it’s not as easy to make a buck in this market as it may seem. Investors should be prepared to dole out plenty of cash to improve property and remove liens; to know where to look for deals; to scrutinize tenant data to determine a commercial property’s revenue-generating potential; and to perform due diligence for both the specific property and the area.
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Market Niche Insider – The retail wrap-up
November / December 2008
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 444
Abstract: With a troubled economy that includes higher energy and food costs, consumers have less disposable income — so they’re more practical, selective and cost conscious. Among those retailers hardest hit to date have been auto dealers, furniture retailers and home improvement stores. This article looks at some of the hottest retail trends.