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Showing all 12 results
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Should you retire your mortgage before you retire?
November / December 2019
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 505
Abstract: Many personal finance experts recommend paying off a mortgage before retiring. But there are also strong arguments in favor of prioritizing other financial goals, such as contributing to a retirement savings plan. This article considers both sides and encourages individuals to consider all relevant factors.
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The art of persuasion: Getting patients to follow their treatment plans
Winter 2019
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 505
Abstract: Patient noncompliance with physician directives is estimated to cost the U.S. health care system more than $100 billion annually — and much of it is linked to poor physician-patient communication. Physicians need to develop ways to improve their communication skills and achieve better patient compliance. This article offers some tips to help physicians improve patient compliance, thus obtaining more successful patient outcomes.
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Are you personally liable for your company’s payroll taxes?
May / June 2018
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 505
Abstract: When a business fails to remit payroll taxes, the IRS has the authority to collect those taxes from “responsible persons,” including certain shareholders, partners, officers and employees. The IRS takes an expansive view of who constitutes a responsible person. This article defines a “responsible” person and references a court case that shows the lengths that the IRS will go to in order to collect unpaid payroll taxes.
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Your nonprofit is only as strong as its bookkeeper
Fall 2016
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 505
Abstract: A nonprofit’s financial integrity is simply too important to leave to an unpaid, and possibly inexperienced or even potentially devious, bookkeeper. This article provides tips on hiring a bookkeeper, including determining the position’s responsibilities. Nonprofits are advised to look for an individual who’s familiar with accounting principles and experience and relevant software.
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The Contractor’s Corner — How can we start winning more bids?
Winter 2013
Newsletter: On-Site
Price: $225.00, Subscriber Price: $157.50
Word count: 505
Abstract: This issue’s “Contractor’s Corner” shows why it’s important for a construction company to keep an eye on its bid-hit ratio — especially when the national economy is uncertain, the local market abruptly tightens, or an upstart competitor offers a challenge. Maintaining a bid-hit ratio as close as possible to 1:1 involves a careful crunching of numbers and, sometimes, a rebranding of the company itself.
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Practical Perspectives: Key financial issues for you and your family — Curious couple learns about college tax credits
August / September 2012
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 505
Abstract: This issue’s “Practical Perspectives” discusses the case of Jeffrey and Samantha, who are sending their daughter off to college this fall and are looking for some tax relief for the costs they’ll incur. Their financial advisor mentions two specific credits — the American Opportunity credit and the Lifetime Learning credit — and discusses which one might be best for their specific circumstances.
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Checklist for an effective audit committee
Summer 2011
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 505
Abstract: No matter how long an audit committee has been up and running, the board of directors should monitor its performance. How is the committee doing in regard to overseeing the organization’s processes for financial reporting, internal controls and the audit? Is it ensuring that the not-for-profit complies with applicable laws and regulations and a code of conduct? This article provides a checklist designed to give a broad reading on how an audit committee is doing.
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Location, location, location – Is it time for a change of scenery?
Fall 2009
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 505
Abstract: If a dealership has been in the same spot for years, chances are the neighborhood is changing — or already has changed. The address might still be an asset, or it might have become a liability. This article lists some factors to consider when evaluating the ideal locale for a dealership. There are also important considerations in regard to renting vs. owning dealership property.
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Attract and retain top talent – Offering deferred compensation plans can keep ’em happy
Summer 2009
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 505
Abstract: Even in these times, attracting and retaining top executive talent is crucial. An appealing compensation package may be just the ticket, and deferred compensation can be an important part of that package. In considering compensation, companies have two options: qualified deferred compensation (QDC) plans or nonqualified deferred compensation (NQDC) plans. Both can benefit your top employees; the major difference between the plans is how they affect your business. In particular, companies must pay attention to Section 409A compliance rules.
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Dealer Digest – Leasing IT: Dos and don’ts
May / June 2009
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 505
Abstract: Leasing IT equipment may be a smart move if you follow certain dos and don’ts. And if you’re thinking about getting a VoiP system, there are certain shopping tips to keep in mind.
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Balance forward plans – Is the time right for an interim valuation?
April / May 2009
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 505
Abstract: Balance forward plans are defined contribution plans in which participant accounts are generally valued on an annual basis. Because of the stock market decline last year, a number of plan administrators are considering having interim valuations done on their balance forward plans. This article discussed what plan fiduciaries should consider when deciding to perform an interim valuation.
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Policy limits: Even owners can’t insure against faulty work
January / February 2009
Newsletter: Construction Law Briefing
Price: $225.00, Subscriber Price: $157.50
Word count: 505
Abstract: Generally, a contractor can’t buy insurance covering losses caused by its own faulty work. The same principle applies to building owners — if damage to a building results from faulty construction work, the owner’s property insurance likely won’t cover the loss. A recent Nebraska case provides an example.