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Finding your comfort zone – Manage risk to preserve and grow wealth for future generations
August / September 2010
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 494
Abstract: The 2007–2008 financial crisis drove home the fact that investment risk is a real concern that families need to define and manage. Too little risk, and asset growth may not keep pace with inflation, eroding wealth over time. Too much risk, on the other hand, jeopardizes a family’s financial security. This article looks at a couple of approaches that can be useful in managing risk.
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Practice Notes – Reduce the risk of employee theft
Winter 2010
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 494
Abstract: In 2008, the National Health Care Anti-Fraud Association (NHCAA) estimated conservatively that 3% of all health care spending, or $68 billion, is lost to health care fraud. Physician practices can experience their own types of fraud — through employee theft. This article offers a few tips to minimize the risk.
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GPS technology can lead to cost savings
November / December 2008
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 494
Abstract: Global positioning system (GPS) technology has come a long way since its military inception in the 1960s. It’s in most cell phones and many automobiles, and it drives the online mapping systems that enable you to navigate unfamiliar territory. This article discusses how GPS technology can help contractors find new operational efficiencies and cost savings.
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Ask the Advisor – Q: What do I need to consider when acquiring a business in a regulated industry?
October / November 2008
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 494
Abstract: When buying a business in a government-regulated industry, companies must think about any regulatory issues early in the transaction, and be prepared to discuss them when they draft their letter of intent. This column advises buyers to look into licensing requirements, consider the best deal structure given the industry’s regulations regarding asset deals, and include in the letter a right to terminate should regulators refuse consent. (Updated 5/7/12)