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Showing all 12 results
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3 things to know after filing your tax return
May 2023
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 514
Abstract: Most people feel a sense of relief after filing their tax returns each year. But even those who’ve successfully filed their 2022 returns with the IRS should still keep some issues in mind. This article discusses three considerations: checking on a refund, filing an amended return and retaining records.
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An advisory board can boost your business
July / August 2021
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 514
Abstract: A growing number of businesses today are creating advisory boards to provide owners with assistance to help them meet specific challenges. This includes automobile dealerships, which have certainly faced their share of challenges over the past year. This article covers defining a board’s purpose, selecting members and maximizing a board’s benefits.
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An advisory board can boost your business
Summer 2021
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 514
Abstract: A growing number of businesses today are creating advisory boards to provide owners with assistance to help them meet specific challenges. This includes automobile dealerships, which have certainly faced their share of challenges over the past year. This article covers defining a board’s purpose, selecting members and maximizing a board’s benefits.
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What does the pandemic mean for bank branches?
Winter 2021
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 514
Abstract: Many experts predict that much, or even most, of the prepandemic foot traffic at bank branches will remain online even after we return to “normal.” This means that the role of the branch will need to adapt to an increasingly digital model. This article explains that community banks need to focus on building or expanding their online presence while at the same time creating in-person customer experiences at their branches that can’t be duplicated elsewhere.
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Don’t forget about succession
Winter 2018
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 514
Abstract: In the day-to-day urgency of maintaining profit margins and meeting regulatory requirements, it’s all too easy to overlook the need to prepare for expected — or unexpected — loss of key management and staff. But having a succession plan in place can ensure any transitions are stable and an institution’s financial trends remain positive. This article suggests several steps banks can take to put a good succession plan in place.
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Do you need the protection of a D&O insurance policy?
September 2017
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 514
Abstract: Anyone who serves as a director or officer of a company, or even sits on the board of a nonprofit, needs to consider that this could make their personal assets vulnerable. This article suggests one way to gain some protection: through a directors and officers insurance policy. A sidebar clarifies the difference between directors and officers insurance and errors and omissions coverage.
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Community involvement – Reaching out to the neighborhood can benefit family businesses
February / March 2011
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 514
Abstract: This article looks at the fictitious case of George and Linda, small-business owners who realize that they can’t match the prices offered by big-box retailers. To compete, they decide to become more involved in the community. This article shows how fostering strong connections to the community can keep customers coming back.
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Hedge your bets with a hedge fund
August / September 2010
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 514
Abstract: Hedge funds continue to play an important role in the M&A marketplace despite getting caught up in the financial market meltdown of the past few years. Although they remain a minority in the ranks of prospective business buyers, hedge funds can’t be ignored, because they have superior access to capital and healthy appetites for risk. This article discusses the different ways that hedge funds can make an acquisition, and looks at some pros and cons of partnering with these types of buyers.
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How subsequent events affect your financial statements
February / March 2010
Newsletter: Public Company Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 514
Abstract: Financial statements provide a snapshot of a company’s financial condition on the balance sheet date. But in the real world, a company’s assets, liabilities and net worth are in a constant state of flux. What happens when, after financial statements are prepared, events occur that have a material impact on the numbers? Recently, the Financial Accounting Standards Board issued Statement of Financial Accounting Standards (SFAS) No. 165, now known as Accounting Standards Codification TM (ASC) Topic 855, Subsequent Events. It doesn’t make significant changes to the principles that apply to subsequent events, but underscores management’s responsibility for identifying and disclosing such events.
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3 savvy year end tax planning moves for businesses
Fall 2009
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 514
Abstract: Given the state of the economy over the past year, tax planning is more important than ever. But one can employ three savvy year end moves: timing income and deductions for best results; deferring tax on advance payments; and increasing one’s tax basis in company stock.
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Reduce costs without losing control
Fall 2009
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 514
Abstract: In a weak economy, like it or not, cost-cutting is an integral part of strategy. There’s no one right way to cut costs, but it’s important to consider the potential impact on internal controls. Eliminating jobs can heighten a bank’s risk if affected employees are integral to internal control processes. But there are ways to mitigate the risks if such job cuts are absolutely necessary.
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12 strategies for getting your practice through difficult financial times
Spring 2008
Newsletter: Vital Signs
Price: $225.00, Subscriber Price: $157.50
Word count: 514
Abstract: Depending on what you read, turbulent financial times are, if not here, at least threatening. This article offers 12 strategies that practices should implement annually but that are especially important when times get tough.