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Showing 1–16 of 18 results

  • Time to invest? Making the most of a budget surplus

    Fall 2018
    Newsletter: Law Firm Management

    Price: $225.00, Subscriber Price: $157.50

    Word count: 481

    Abstract: With the economy thriving, many law firms find themselves with a budget surplus for the first time in several years — possibly the first time this decade. This article examines ways firms may want to consider investing some of those funds to help achieve long-term growth.

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  • Cool down with a dip into your tax records

    August 2017
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 481

    Abstract: A good way to beat the heat during the dog days of summer is to organize your tax records. Granted, it may not be as exhilarating as jumping off the high dive, but a dip into these important documents now may save taxpayers headaches later. This article explains the IRS guidelines for tax-record retention, as well as some important exceptions to consider.

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  • 5 tips for safe intrafamily loans

    September 2016
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 481

    Abstract: If a relative needs financial help, offering an intrafamily loan might seem like a good idea. But if not properly executed, such loans can carry substantial negative tax consequences. This article presents five simple steps that would-be lenders should consider before making such an arrangement.

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  • Court dismisses excessive fee charge – When parties are considered fiduciaries

    June / July 2016
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 481

    Abstract: A U.S. Court of Appeals has denied a 401(k) plan sponsor’s effort to recover funds from its administrator based on an accusation that it had charged participants “excessive” fees. This article explains why the court rejected the plaintiff’s arguments and reminds plan sponsors to carefully scrutinize fee structures during contract negotiations. Hecker v. Deere & Co., 556 F.3d 575, 583 (7th Cir. 2009) Renfro v. Unisys Corp., 671 F.3d 314, 324 (3d Cir. 2011) McCaffree Financial Corp. v. Principal Life Insurance Company (8th Cir., No. 15-1007)

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  • 3 strategies for transferring assets to your heirs

    Winter 2014
    Newsletter: Business Matters

    Price: $225.00, Subscriber Price: $157.50

    Word count: 481

    Abstract: In estate planning, how someone owns assets and arranges to transfer them after death can make a big difference to his or her heirs. This article looks at three options: joint tenancy with the right of survivorship; an irrevocable life insurance trust (ILIT); and a credit shelter trust.

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  • Qualified plan distributions exempt from the NIIT

    May 2013
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 481

    Abstract: Beginning in 2013, a new 3.8% net investment income tax (NIIT) applies to the net investment income of high-income taxpayers. This article explains the income thresholds, the types of income subject to the tax, and retirement plan distributions that are not subject to the NIIT.

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  • Newsbits

    Summer 2012
    Newsletter: Profitable Solutions for Nonprofits

    Price: $225.00, Subscriber Price: $157.50

    Word count: 481

    Abstract: In this issue, “Newsbits” takes a look at “Exempt Organizations Select Check,” an IRS searchable database that lets users check certain information about not-for-profits’ federal tax status and filings. It also discusses a New York charity’s interactive virtual food drive fundraising tool and notes a new political focus for Independent Sector, a coalition of nonprofits, foundations and corporate giving programs.

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  • Early fraud detection: How the SEC uses data mining

    July / August 2012
    Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 481

    Abstract: The most effective strategy for combating fraud is a combination of prevention and early detection. Increasingly, organizations are turning to risk analytics, such as data mining, to uncover fraudulent activity. This article specifically shows how the Securities and Exchange Commission (SEC) has had great success using data mining to detect fraudulent hedge fund activity.

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  • Take the dread out of manufacturer rebates

    Summer 2012
    Newsletter: Auto Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 481

    Abstract: The rebate process can be confusing for dealers, who might fear hefty chargebacks and chaos. This article offers some ideas for smoothing out the procedure. It specifically examines adhering to a clear and consistent submissions method; maintaining good record-keeping; and engaging in quarterly self-audits.

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  • 4 hot features of the latest construction accounting software

    Spring 2012
    Newsletter: On-Site

    Price: $225.00, Subscriber Price: $157.50

    Word count: 481

    Abstract: Running a construction company without accounting software may seem next to impossible these days. So, those who have a construction accounting package in place need to keep an eye on whether it’s becoming outdated. This article examines four hot features of the latest software that may provide incentive for an upgrade.

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  • Chance of a lifetime – Don’t miss the temporarily high gift tax exemption

    Spring 2012
    Newsletter: Business Matters

    Price: $225.00, Subscriber Price: $157.50

    Word count: 481

    Abstract: Thanks to 2010’s Tax Relief act, it’s possible to transfer up to a lifetime maximum of $5.12 million to family members or others free of gift taxes. But, without congressional action, on Jan. 1, 2013, the lifetime gift and estate tax exemptions will fall to $1 million. In addition, the top gift and estate tax rates will increase from 35% to 55%. This article explains the benefits of a transfer in 2012, while a sidebar offers options for those who aren’t ready to fully relinquish control of their assets but want to take advantage of the current gift tax exemption.

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  • Back to Basics – Your borrowers’ hidden liabilities

    October / November 2011
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 481

    Abstract: It’s every lender’s nightmare: A borrower gets blindsided by an unexpected liability that renders it insolvent, irreparably tarnishes its reputation or impairs its ability to repay debts. Not every potential liability is reported on the balance sheet, so this article presents some hidden liabilities that careful scrutiny can uncover: contingent liabilities, underfunded pensions, and industry and internal risks.

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  • Practical Perspectives: Key financial issues for you and your family – Green housing upgrades cheer up would-be sellers

    June / July 2011
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 481

    Abstract: In this issue, “Practical Perspectives” visits Matt and Sylvia, who consult their financial advisor regarding their summer rehab plans. Their advisor explains how energy-efficient home upgrades — for both their home and car — would be good not only for the planet, but potentially also for their tax bill.

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  • Don’t let a crisis KO your big event

    Summer 2010
    Newsletter: Nonprofit Observer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 481

    Abstract: Almost no benefit, gala, meeting or conference goes off without at least a small hitch. And event planners who aren’t prepared could see their big event turn into a disaster. A sound crisis management plan should address risk exposure, attendees’ travel planes, accommodations for those with special needs, and reliable communications with employees and vendors. It may also be appropriate to assemble a crisis response team.

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  • When can you write off bad business debts?

    March / April 2010
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 481

    Abstract: The tax deduction for business bad debts is among the most widely misunderstood provisions in the tax code. Many business owners mistakenly believe that one can take a bad debt deduction any time an account receivable or other obligation becomes uncollectible. This article reviews the circumstances under which it’s possible to write off bad debts.

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  • Court confronts statutory notice requirement in homebuilding dispute

    September / October 2008
    Newsletter: Construction Law Briefing

    Price: $225.00, Subscriber Price: $157.50

    Word count: 481

    Abstract: When a homebuilder is accused of substandard workmanship, courts must often determine whether the owner provided adequate notice of the project’s shortcomings and whether the builder had actual knowledge of the alleged defects. This article discusses a recent Louisiana case that addressed these questions head on.

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