568
Showing 1–16 of 21 results
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Does your estate plan account for your digital holdings?
November / December 2023
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 568
Abstract: Increasingly, clients are asking their advisors to include digital assets in their estate plans. The consequences of not doing so can be dire, as several high-profile cases of cryptocurrency owners have illustrated. This article looks at the types of digital assets to include and the best ways to provide them with legal protection.
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Don’t ignore outside auditors’ findings
Year End 2023
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 568
Abstract: Not all nonprofit organizations that have had an outside audit act on the findings. The cost of not responding to audit results can be steep. This article will help organizations learn why constructive follow-up is in their organization’s best interest.
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What nonprofits need to know about alternative investments
Fall 2023
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 568
Abstract: With today’s economic uncertainty, businesses, including nonprofit organizations, are increasingly mulling so-called alternative investments. But these investments can have unexpected tax implications for nonprofits. This article looks at what nonprofits need to know before taking the plunge.
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Making remote work … work
Summer 2020
Newsletter: Law Firm Management
Price: $225.00, Subscriber Price: $157.50
Word count: 568
Abstract: This year saw many law firms temporarily shutter their offices and allow staff to work from home. Although most professional services businesses have reopened to some extent and recalled employees, COVID-19 infection rates potentially could rise to spring levels again this fall. Now is the time to prepare for another possible round of the remote work that will be critical for business continuity. This article highlights several issues in particular that warrant attention.
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The new accounting rules for nonprofit revenues
Fall 2019
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 568
Abstract: The FASB’s ASU No. 2014-09, Revenue from Contracts with Customers, raised concerns about which nonprofit transactions were covered by the new rules. Its 2018 follow-up, ASU No. 2018-08, Not-for-Profit Entities (Topic 958): Clarifying the Scope and Accounting Guidance for Contributions Received and Contributions Made, supplied some answers. But some organizations still have questions about how the new standards apply to their revenues. This article addresses some of the fine points about exchange transactions and contributions.
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Dynasty trusts are more valuable than ever
March 2018
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 568
Abstract: The Tax Cuts and Jobs Act, signed into law this past December, has brought great changes to estate planning. In doing so, it bolstered the potential value of dynasty trusts. This article explains why these trusts are well worth considering for tax purposes, while a sidebar looks at valid nontax reasons for establishing one.
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Make the most of your fundraising by measuring ROI
Fall 2017
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 568
Abstract: Cost ratios that present fundraising costs as a percentage of funds raised (also known as cost-per-dollar) focus on the expense of fundraising, while return on investment (ROI), importantly, focuses on the returns. It makes good sense to track both. This article discusses how to determine ROI and compute fundraising expense.
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Tips to improve attorney timekeeping — and your profitability
Summer 2017
Newsletter: Law Firm Management
Price: $225.00, Subscriber Price: $157.50
Word count: 568
Abstract: Timekeeping is a “necessary evil” for every law firm. Even attorneys who work on a contingent or flat-fee basis must track their hours to provide accurate time estimates and confirm they’re charging appropriate fees. This article highlights ways to get attorneys to better track their time.
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Waste not, want not – Audit warehouse operations for inefficiencies
Winter 2017
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 568
Abstract: Management can never be too busy to review how warehouses are laid out and how employees move around the space. Small adjustments can make a big difference in the bottom line. This article offers three steps toward more efficient warehouse management.
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Turn that frown upside down – Making a distressed acquisition profitable
August / September 2016
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 568
Abstract: For experienced business buyers, turnaround acquisitions can yield big long-term rewards. But acquiring a troubled target can also pose greater risks than buying a financially sound business. This article discusses ways to reduce such risks by, for example, understanding the target company’s core business and implementing a longer-term cash-management plan.
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Tips for building customer loyalty – In this high-tech age, here are 3 ways to boost retention
Summer 2016
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 568
Abstract: For community banks, customer loyalty is one of the keys to profitability. But with the advent of online banking and mobile technology, banking products and services are becoming increasingly commoditized. To build customer loyalty, community banks should focus on their strengths — the things that set them apart from other banks. This article presents three strategies to consider.
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To attract and retain Millennials, focus on digital channels
Spring 2016
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 568
Abstract: To build lasting relationships with its Millennial customers, banks must understand this generation’s distinctive characteristics and needs. In particular, Millennials, now the nation’s largest population segment, tend to use a wide range of devices and channels to interact with their banks — for banking transactions as well as customer service — including mobile apps, bank websites, texting and social media. This article discusses how investing resources in developing and marketing these digital channels is critical to attracting and retaining this important demographic group.
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Calculating damages in postacquisition disputes
November / December 2015
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 568
Abstract: In a merger and acquisition transaction, disputes sometimes arise over contractual purchase price adjustments, representations and warranties, earnout provisions or alleged misrepresentations. As this article explains, determining liability and computing damages in these disputes involves a combination of business valuation, forensic accounting and economic analysis techniques.
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Tenants in trouble – Business interruption insurance can help cover operating losses
March / April 2015
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 568
Abstract: A natural disaster could inflict massive damage on a company’s facilities. Or civil unrest, such as a terrorist attack or violent protests, could leave a business owner with nothing very quickly. In such cases, business interruption (BI) insurance can help cover losses. This article discusses what BI insurance can cover and what to do to provide evidence of losses.
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Don’t bank on book value – There may be more to fixed assets than meets the eye
February / March 2010
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 568
Abstract: Borrowers often pledge fixed assets — such as real estate and equipment — as loan collateral. But there could be many reasons that the book values reported on a customer’s balance sheets are greater than their current market values. To some extent, management can massage estimates to avoid booking an impairment loss. Beyond asset impairment, a borrower’s balance sheet may be “off” if management fails to maintain an accurate fixed asset ledger. In today’s volatile marketplace, it’s imperative to keep a close watch on fixed assets, because they represent the largest category of investments for capital-intensive borrowers.
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Developing a hospitalist service offering
Fall 2009
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 568
Abstract: The services that hospitalists perform have become so popular that the number of hospitalists is expected to reach 30,000 by the end of the decade. Entrepreneurial physician practices seeking to develop new revenue streams should consider developing a hospitalist services subsidiary. This separate entity would employ the hospitalists. But it’s important for a hospital to understand in advance how the subsidiary works and how to prepare a hospitalist for service, and ensure that both the hospital and hospitalists are in agreement on performance variables and how they will be measured.