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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.

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