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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.

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