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Showing all 15 results

  • 5 tips for reducing workers’ compensation costs

    Winter 2021
    Newsletter: Construction Industry Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 530

    Abstract: For most construction businesses, workers’ compensation is a significant expense. This article offers five time-tested tips for reducing or at least better controlling these costs, including classifying employees properly and developing a robust safety program.

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  • Risk management 2.0 for construction companies

    Summer 2020
    Newsletter: On-Site

    Price: $225.00, Subscriber Price: $157.50

    Word count: 530

    Abstract: The novel coronavirus (COVID-19) pandemic has brought unprecedented challenges to the construction industry. Contractors have learned valuable lessons about risk management during the pandemic — call it “risk management 2.0.” This article offers a variety of tips on how to structure contracts and tackle projects more safely.

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  • A trust can be a mighty financial fortress

    July / August 2019
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 530

    Abstract: Trusts are often established to achieve estate planning goals, including reducing taxes. But they can also help protect assets from creditors, former business partners, ex-spouses and “spendthrift” children. As this article explains, a trust must be irrevocable. It may also make sense to give trustees full discretion over whether and when to make distributions.

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  • Should you partner with a fintech company?

    Fall 2018
    Newsletter: Community Banking Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 530

    Abstract: Community banks that fail to deliver the digital products and services their customers demand will get left behind. This article explains how banks can partner with fintech companies to develop innovative, customized digital services. The article points out that banks cite several benefits to collaboration, including improving their ability to offer online services — in particular, more convenient and reliable mobile platforms — decreasing technology costs and allowing them to offer lower lending rates.

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  • The case for internal controls – Reducing fraud is easier than you may think

    Spring 2016
    Newsletter: Nonprofit Observer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 530

    Abstract: The core of any nonprofit’s fraud-prevention program is strong internal controls. Yet many organizations fail to either develop or enforce them. This article explains why nonprofits are at heightened risk for fraud — for example, they often have cultures of trust and operate with tight budgets. The article also advocates strong management and oversight, as well as offering confidential hotlines.

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  • 5 ways contractors can reduce their insurance premiums

    March/April 2015
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 530

    Abstract: Most contracts, as well as simple common sense, dictate that contractors carry various forms of business insurance. Still, there’s no reason to pay unnecessarily high premiums just to obtain adequate coverage. This article offers five ways contractors can reduce costs without sacrificing the quality of their policies.

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  • Year end tax planning – Don’t overlook the Section 199 deduction

    Fall 2014
    Newsletter: On-Site

    Price: $225.00, Subscriber Price: $157.50

    Word count: 530

    Abstract: The Section 199 deduction got plenty of attention when it was first introduced as part of the American Jobs Creation Act of 2004. But it’s since become just one of several complex but intriguing tax breaks that come into play at year end. This article explains some of the ways to qualify for this potentially valuable deduction.

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  • Oprah’s next chapter – Court allows trademark infringement case to continue

    Year End 2013
    Newsletter: Ideas on Intellectual Property Law

    Price: $225.00, Subscriber Price: $157.50

    Word count: 530

    Abstract: The owner of a motivational services business holds events and releases publications under the federally registered service mark “Own Your Power.” After Oprah Winfrey and various other defendants began using this same mark, the owner sued. The district court found fair use. This article explains why the appeals court disagreed, vacating the district court’s judgment and remanding the case for further proceedings. Kelly-Brown v. Winfrey, No. 12-1207-cv, May 31, 2013 (2nd Cir.)

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  • Alternative financing – Where to go when your bank says “no”

    Fall 2013
    Newsletter: Business Matters

    Price: $225.00, Subscriber Price: $157.50

    Word count: 530

    Abstract: The credit market is slowly improving, but most lenders currently are asking even qualified applicants to jump through hoops. For applicants who are turned down for a loan — or approved, but consider their bank’s terms unacceptable — alternatives do exist. This article takes a look at crowdfunding, angel investors, SBA loans and other potential options.

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  • Case note: Intellectual property had zero value

    January / February 2013
    Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 530

    Abstract: In a recent case, a U.S. Bankruptcy Court concluded that certain intellectual property received by the debtor had no value. As a result, the property didn’t constitute “reasonably equivalent value” in exchange for two mortgages challenged as fraudulent transfers. This article reviews the case, in which the court found the defendants’ valuation expert’s use of the cost method and income method to be inappropriate. Citation: Holber v. M&T Bank, et al. (In re: Sheffler), Case No. 09-22088REF, Adv. No. 09-2177 (Bankr. E.D. Pa. June 5, 2012).

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  • Back to Basics — Performance in a flash

    October / November 2012
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 530

    Abstract: GAAP financial statements typically come out two to six weeks after month end. Management based solely on this stale information is reactive, not proactive. This article shows how flash reports bridge the timing gap between daily operations and receipt of GAAP financial statements. It explains what’s in a flash report and describes its uses and limitations.

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  • Practical Perspectives: Key financial issues for you and your family — Wary couple considers long-term disability policy

    April / May 2012
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 530

    Abstract: This issue’s “Practical Perspectives” discusses the case of Terry and Marissa, who were thinking about how they’d cope financially if one of them were disabled for a long period. Their advisor agreed with them that it’s a good idea for anyone whose biggest asset is their ability to earn income to consider long-term disability coverage, but noted that the biggest hurdle for Terry and Marissa would be cost. He suggested how they might lessen the cost and explained what to look for in a policy.

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  • Advantages of sponsoring another charity

    Summer 2011
    Newsletter: Nonprofit Observer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 530

    Abstract: Fiscal sponsorships — a kind of legal and financial umbrella — can benefit both established nonprofits and charitable projects that lack 501(c)(3) status. But before agreeing to sponsor a group, nonprofits need to understand how such sponsorships work, as well as how they differ from similar, less-advantageous arrangements. This article discusses the benefits and responsibilities for both parties, and describes projects that can best benefit from a fiscal sponsorship.

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  • Employer terminates worker before end of FMLA leave

    November / December 2009
    Newsletter: Employment Law Briefing

    Price: $225.00, Subscriber Price: $157.50

    Word count: 530

    Abstract: In New York, a worker was terminated before she’d exhausted her 12 weeks of FMLA leave. The twist: Her doctor had already concluded that she’d have been medically unable to return to work until after the leave ended. Her lawsuit alleged that she’d been denied her substantive rights under the FMLA and had been retaliated against for asserting those rights. The Second Circuit examined her claims. Roberts v. The Health Association, 308 Fed. Appx. 568 (2d Cir. N.Y. 2009)

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  • The price of beauty – Spas, salons can be attractive lending opportunities

    May / June 2008
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 530

    Abstract: The beauty industry is propelled by the mainstream popularity of treatments once considered luxury services. The leisure time, medical needs and discretionary cash of retiring baby boomers further feed the industry’s growth. You can get a cut of the action by lending to salons and day spas. But be sure you understand the particular risks of these types of businesses first.

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