551
Showing 1–16 of 18 results
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How financial experts solve the mystery of hidden assets
March / April 2022
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 551
Abstract: In many litigation contexts — such as marital dissolutions and fraud investigations — one party may have a financial incentive to hide personal assets or income. Identifying and quantifying these undisclosed or underreported items can be challenging. This article discusses where financial professionals look for clues and how they quantify what’s missing.
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How financial experts solve the mystery of hidden assets
March / April 2022
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 551
Abstract: In many litigation contexts — such as marital dissolutions and fraud investigations — one party may have a financial incentive to hide personal assets or income. Identifying and quantifying these undisclosed or underreported items can be challenging. This article discusses where financial professionals look for clues and how they quantify what’s missing.
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Is your revocable trust fully funded?
September / October 2021
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 551
Abstract: Individuals with a revocable or “living” trust need to ensure that it’s fully “funded.” Trust owners should transfer title of assets or designate the trust as the beneficiary of retirement accounts or insurance policies. This article explains how to do it and warns against the costly consequences of failing to fund a trust.
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Merging for tax dollars
July / August 2021
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 551
Abstract: The COVID-19 pandemic has had an enormous impact on the economy, but different types of businesses have been affected differently. As the struggles continue, many corporations have found themselves with net operating losses and other tax benefits they won’t be able to use in the foreseeable future, while others have enjoyed unusually high profit levels. This article details a merger or acquisition-based strategy where one corporation’s losses can be offset against the other company’s profits.
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It’s official – Supreme Court says government isn’t a person ― for patent purposes
Year End 2019
Newsletter: Ideas on Intellectual Property Law
Price: $225.00, Subscriber Price: $157.50
Word count: 551
Abstract: Patentees welcomed a recent U.S. Supreme Court decision that significantly reduces the pool of potential challengers to the validity of existing patents. This article highlights a ruling finding that federal governmental agencies can’t take advantage of three patent review processes created less than a decade ago — because the federal government isn’t a “person” under patent law. Return Mail, Inc. v. U.S. Postal Service, No. 17-1594, June 10, 2019, U.S.
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Feast or famine: Protecting a windfall
Year End 2019
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 551
Abstract: Receiving an inheritance, a legal settlement or prize winnings may seem wonderful, but it can also raise new problems. It’s important for recipients to use smart strategies that will help ensure the money continues to grow over the long term. This article offers some guidelines and advice for recipients that will help them avoid potential traps and pitfalls. It suggests that it’s a good idea to determine the tax obligations on the amount received, pay off any debt and increase savings before spending the money. The article points out that, with care, thought and planning, a windfall can help provide financial security.
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To catch a thief – ACFE report highlights most effective methods of detecting fraud
March / April 2017
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 551
Abstract: Every two years, the ACFE conducts an extensive analysis of occupational fraud. This article highlights various trends that are consistent across borders and time — and demonstrates how the findings can help steer efforts to detect fraud in all types of organizations.
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How to stop micromanaging in your family business
Year End 2015
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 551
Abstract: Family business owners often find it hard to not micromanage their employees. Both family-member and non-family-member managers can be prone to it. It’s natural to have strong financial and emotional ties to the business. But there comes a time when micromanaging can become a detriment to the employees and the company, harming morale and productivity. This article explains how to shift from a taskmaster mindset to a leadership one.
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Who are functional fiduciaries? Appeals court holds service provider not a plan fiduciary
February / March 2015
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 551
Abstract: The U.S. Court of Appeals for the Third Circuit recently provided a blueprint for when a retirement plan service provider is deemed a fiduciary and when it isn’t. The conclusion? There’s no substitute for fulfilling the full burden of fiduciary responsibility when managing a retirement plan. This article summarizes the case and its impact. Santomenno v. John Hancock (No. 13-3467)
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Recycle paper and plastic, not appraisal reports
September / October 2014
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 551
Abstract: It may seem economical and time-effective to reuse an old business appraisal for a new purpose. But recycling an appraisal without a valuator’s approval could prove costly over the long run. This article points out that there can be several definitions of value; a company’s value can change over time; and valuators face different considerations depending on why a business is being appraised.
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Inventive patent requires both hardware and software
June / July 2014
Newsletter: Ideas on Intellectual Property Law
Price: $225.00, Subscriber Price: $157.50
Word count: 551
Abstract: In these technology-oriented times, it seems that more and more patents claiming computer-related inventions are being filed. But, when looking to nip infringers in the bud, holders of such patents will need to take care in drafting claims. Specifically, they should include separate claim sets to hardware, software, and a combination of hardware and software to cover all variations of the alleged infringing product. This article explains why a plaintiff who failed to do so lost its case. Nazomi Communications, Inc. v. Nokia Corp, No. 2013-1165, Jan. 10, 2014 (Fed. Cir.)
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5 ways to use LinkedIn to build your business
April / May 2014
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 551
Abstract: Facebook and Twitter often dominate discussions of social media, and Google remains a powerhouse in searching for all things known and unknown. For companies and individuals looking to build their businesses, however, LinkedIn can be a valuable social media tool. This article offers five guidelines that can help companies and the self-employed build their professional networks and business via LinkedIn.
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NYSE streamlines notification process
June / July 2013
Newsletter: Public Company Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 551
Abstract: Earlier this year, the SEC approved a proposal by the New York Stock Exchange (NYSE) to establish a uniform method for listed companies to notify the exchange of certain events relevant to investors. In most cases, companies should comply with their notification obligations by using the NYSE’s compliance website. This article lists events that should be reported and what information is still required to be reported by phone.
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Can you afford long-term care? Consider trading in a life insurance policy for LTC coverage
May / June 2013
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 551
Abstract: One of the greatest threats to the financial security of one’s retirement as well as to the achievement of estate planning goals may be a nursing home stay or some other form of long-term care. And, while long-term care (LTC) insurance can be a great way to protect wealth against this risk, it can be expensive. One option for funding an LTC policy is to “trade in” a life insurance policy or annuity contract that’s no longer needed. This article examines what’s involved.
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Employers, know your break policies
May / June 2013
Newsletter: Employment Law Briefing
Price: $225.00, Subscriber Price: $157.50
Word count: 551
Abstract: A hospital’s policy allowed some employees to be compensated for time they reported as spent working during a required break. A nurse eventually stopped reporting such time, but later sued for compensation under the Fair Labor Standards Act. As this article explains, the hospital’s consistent adherence to its procedures allowed it to prevail in the case. White v. Baptist Memorial Health Care Corporation, No. 11-5717, Nov. 6, 2012 (6th Cir.)
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Blurred vision: Trademark dilution standard clarified
August / September 2011
Newsletter: Ideas on Intellectual Property Law
Price: $225.00, Subscriber Price: $157.50
Word count: 551
Abstract: The owners of famous trademarks often face a constant onslaught of parties using marks similar to their famous marks. This occurred in one case in which a clothing manufacturer claimed that another was using a decorative stitching that impaired the distinctiveness of its own famous mark. The U.S. Court of Appeals for the Ninth Circuit clarified the burden of proof required since passage of the Trademark Dilution Revision Act. Levi Strauss v. Abercrombie & Fitch, No. 09-16322, Feb. 8, 2011 (9th Cir.) Thane International, Inc. v. Trek Bicycle Corp., Nos. 00-55293, 00-55599, Sept. 6, 2002 (9th Cir.)