492

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  • Family businesses must beware of fraud

    July 2021
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 492

    Abstract: Family businesses make up a huge percentage of companies in the United States and produce much of the country’s gross domestic product. However, for various reasons, they may also potentially face higher fraud risk. This article discusses why, and how family business owners can reduce their risk.

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  • Asking the right questions about long-term care insurance

    June 2017
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 492

    Abstract: Unfortunately, many people require long-term care at some point in their lives. To hedge against this considerable financial risk, insurers offer long-term care coverage. This article asks a couple of important questions about these policies, including how to determine whether you really need one and when to buy.

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  • 3 things we do know about estate planning right now

    Fall 2012
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 492

    Abstract: We may not know a number of things about estate planning right now, since it’s uncertain what legislation Congress may or may not pass before year end. But this article describes three basic facts about estate planning that remain true regardless of what the near future holds: 1) gifting is good; 2) trusts still matter; and 3) disclaimers can help.

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  • 401(k) loans: Know what you’re getting into

    Summer 2012
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 492

    Abstract: Taking out a 401(k) loan may seem an easy route to needed cash. Neither income level nor credit score will come into play, and the paperwork is fairly simple. But it’s important to understand the downsides. This article explains some of the financial disadvantages that can be involved with a 401(k) loan — particularly if the borrower suffers a job loss during the payback period.

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  • Ask the Advisor — How can I build a better loan request package?

    March / April 2012
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 492

    Abstract: With financing difficult to obtain, a borrower might have only one shot with a lender. But loan request packages that lack information or are difficult to sort through will likely end up behind the more complete and organized ones. So the most effective way of increasing the odds is to submit a solid package. This article provides a list of documents that a lender is likely to request.

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  • ALLL best practices – Pay attention to qualitative factors

    Spring 2011
    Newsletter: Community Banking Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 492

    Abstract: Staying on top of the allowance for loan and lease losses (ALLL) is critical for banks, especially in the current economy. If examiners find that an ALLL is underfunded, they may downgrade the bank’s CAMEL rating, require it to increase capital levels or take other remedial action. One of the biggest challenges in calculating the ALLL is assessing the impact of qualitative, or “environmental,” factors that cause a bank’s loss estimates to deviate from its historical loss experience. This article looks at interagency guidance that provides a useful outline for this analysis, but also discusses best practices proposed by two examiners.

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  • Practice Notes – How to best manage practice risks

    Spring 2010
    Newsletter: Rx for Practice Management / Practice Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 492

    Abstract: When physicians consider risk management, most will immediately think of their medical malpractice insurance coverage. And rightly so. But, in addition, there are certain insurance policies that every practice should carry. Before soliciting bids, physicians should take inventory of current coverages, identify where their practice has too much or too little protection, and prepare a matrix of coverages comparing wants and needs.

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  • The inside scoop on the manufacturers’ deduction

    September / October 2009
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 492

    Abstract: Many contractors have been taking advantage of a useful break with a somewhat misleading name: the manufacturers’ deduction, which provides a tax break for many businesses besides manufacturers — including contractors. Certain kinds of construction activities qualify for the deduction, which will be increasing in 2010.

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  • Neighbor helping neighbor leads to AIA contract dispute

    January / February 2009
    Newsletter: Construction Law Briefing

    Price: $225.00, Subscriber Price: $157.50

    Word count: 492

    Abstract: Many great communities have been built on the concept of neighbors helping neighbors. But when a construction project enters the picture, it doesn’t take much for things to go awry. A recent Connecticut decision provides a case in point.

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