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Showing all 13 results
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How to make a family vacation home work for you
Year End 2022
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 574
Abstract: Individuals considering buying a vacation home need to choose an ownership structure, whether it’s a corporation, a trust, tenants in common (TIC) or a limited liability company (LLC), that will best serve them going forward. This article suggests that though each structure has its pros and cons, an LLC might offer the most benefits. It lists a number of those benefits, such as that an LLC structure will limit family members’ exposure to personal liability lawsuits associated with the property and allow avoidance of probate at the owner’s death.
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Looking to sell? Exercise caution when entering the M&A market during the COVID-19 crisis
January / February 2021
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 574
Abstract: The COVID-19 pandemic has devastated some businesses, while others are thriving. In today’s uncertain marketplace, many companies’ financial profiles have weakened, causing business buyers to be more risk averse. This article explains that sellers need to walk a fine line between pouncing on what may appear to be a good offer and hanging back to mull over the options. A valuation pro can help sellers understand current market value and ways to enhance it.
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Suggest contract compliance reviews to help borrowers
October / November 2020
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 574
Abstract: Companies are scrambling for any advantage that will help combat the current economic downturn. Monitoring contract compliance can help businesses create more liquidity at a crucial moment in their operations. This article points out that helping borrowers understand the importance of contract compliance reviews in possibly saving costs and generating cash flow will be beneficial to borrowers — and to lenders’ loan portfolios.
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Keeping on top of regulatory compliance
Summer 2019
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 574
Abstract: Some of the key federal rules and regulations that specifically affect auto dealerships are aimed at protecting consumers. This article provides a brief overview of the Financial Privacy rule, the Safeguards rule, the Disposal rule and the Red Flags provision. Also highlighted are Reg Z, Reg M, and protections against misleading advertisements.
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Keeping on top of regulatory compliance
July / August 2019
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 574
Abstract: Some of the key federal rules and regulations that specifically affect auto dealerships are aimed at protecting consumers. This article provides a brief overview of the Financial Privacy rule, the Safeguards rule, the Disposal rule and the Red Flags provision. Also highlighted are Reg Z, Reg M, and protections against misleading advertisements.
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The treasurer may be your board’s most valuable asset
Winter 2019
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 574
Abstract: Depending on the nonprofit’s bylaws, a treasurer might be responsible for anything from managing cash flow to acting as a liaison to outside auditors to crafting investment policies. This article outlines the various financial management and reporting roles of nonprofit treasurers. It also lists skills and personal traits shared by effective treasurers.
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Fair Labor Standards Act – DOL targets employer that uses volunteer workers
May / June 2018
Newsletter: Employment Law Briefing
Price: $225.00, Subscriber Price: $157.50
Word count: 574
Abstract: Did a company using volunteer workers violate the Fair Labor Standards Act? That was the determination that initiated D.C. District Court case Rhea Lana, Inc. v. U.S. Dep’t of Labor. This article summarizes the case, including the Department of Labor’s grounds for its determination, and the law, including how the FLSA defines “employee.” Rhea Lana, Inc. v. U.S. Dep’t of Labor, No. 1:14-CV-00017, Sept. 26, 2017 (CRC) (D.D.C.)
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Portfolio diversification: Too much of a good thing?
May / June 2017
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 574
Abstract: Diversification is a critical concept when assembling a risk-conscious investment portfolio. But owning too many investments or spreading assets across too many asset classes can work against investors. This article explains why.
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Tangible personal property – Assets with sentimental value require extra thought
May / June 2017
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 574
Abstract: As a formal estate planning term, “tangible personal property” likely won’t elicit much emotion from a person. However, the items that make up tangible personal property, such as jewelry, antiques, photographs and collectibles, may be the most difficult to plan for because of their significant sentimental value. This article details the challenges of planning for tangible personal property.
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A good time to grow – Target the right kind of loan for your dealership
September / October 2015
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 574
Abstract: It takes capital to grow and expand a business. Dealerships can sometimes fund growth using earnings retained from the business. But, more often, they must turn to an outside financing source for growth capital. This article explains, in a nutshell, the most common types of financing available to auto dealerships.
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Potok v. Rebh – What’s the value of personal goodwill?
March / April 2015
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 574
Abstract: Personal goodwill belongs to employees or shareholders, not companies. But this article examines a recent dissenting shareholder case demonstrating that, when a company is sold, the value of personal goodwill may be limited to the extent that key people enter into noncompete and consulting agreements with the buyer. The case shows that, when one is valuing personal goodwill in dissenting shareholder cases, fairness and reasonableness are overriding concerns. Fred Potok v. Richard Rebh, et al, 2014 Phila. Ct. Com. Pl. LEXIS 318, Sept. 16, 2014. Martin Ice Cream v. Commissioner, 110 T.C.189
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Assembling a bad board of directors – You need to know what to avoid before you can succeed
April / May 2013
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 574
Abstract: The conventional way to discuss what to look for when selecting board members is to focus on positive traits and desirable skills. But it’s also important to foresee what characteristics might create problems — or render the board imbalanced, improperly motivated or ineffective. This article looks at four things not to do when selecting board members.
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3 essential estate planning strategies not to be ignored
January / February 2012
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 574
Abstract: This article discusses three essential estate planning strategies: taking advantage of the annual gift tax exclusion; using an irrevocable life insurance trust (ILIT) to buy and hold one’s life insurance policy; and placing assets in a credit shelter trust.