576

Showing 1–16 of 18 results

  • Handle financial testimony by lay witnesses with care

    November / December 2020
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 576

    Abstract: When business owners or other laypeople testify on complex financial or valuation issues, there’s a risk that their testimony will be found inadmissible in commercial litigation. This article explains the Federal Rules of Evidence that apply to these witnesses and how a credentialed financial expert can help avoid potential pitfalls. United States ex rel. Technica, LLC v. Carolina Cas. Ins. Co., No. 08-CV-01673-H (KSC), S.D. Cal., April 11, 2012 Ruhr v. Immtech International, Inc., 570 F.3d 858, 7th Cir., June 30, 2009

    Read More

  • Handle financial testimony by lay witnesses with care

    November / December 2020
    Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 576

    Abstract: When business owners or other laypeople testify on complex financial or valuation issues, there’s a risk that their testimony will be found inadmissible in commercial litigation. This article explains the Federal Rules of Evidence that apply to these witnesses and how a credentialed financial expert can help avoid potential pitfalls. United States ex rel. Technica, LLC v. Carolina Cas. Ins. Co., No. 08-CV-01673-H (KSC), S.D. Cal., April 11, 2012 Ruhr v. Immtech International, Inc., 570 F.3d 858, 7th Cir., June 30, 2009

    Read More

  • What will keep your borrowers coming back?

    June / July 2019
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 576

    Abstract: To prevent borrowers from seeking better loan deals at some point down the road, lenders need to develop their borrower relationships with specific, targeted strategies that will ensure borrowers stay over the long term. This article explains some of those retention strategies, including proactively offering refinancing options and becoming a referral source for value-added services. It suggests that encouraging borrowers to feel they can rely on their lenders’ services gives them much less incentive to look elsewhere.

    Read More

  • 3 steps to investigate fraud

    May / June 2019
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 576

    Abstract: When a company suffers fraud, it needs the assistance of a forensic expert to build a case that will stand up in court. This article explains three key steps performed in a fraud investigation: conducting interviews, collecting evidence and analyzing the facts.

    Read More

  • Applying the Daubert standard in federal cases

    March / April 2019
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 576

    Abstract: More than 25 years after the U.S. Supreme Court affirmed judges’ roles to act as gatekeepers against “junk science,” hundreds of experts are still being challenged under Daubert each year. This article provides examples of how federal courts evaluate the expert’s qualifications, as well as his or her methodology based on four factors: testing, peer review, error rate and acceptability. Daubert v. Merrell Dow Pharmaceuticals Inc., 113 S.Ct. 2786, June 28, 1993 Rover Pipeline LLC v. 10.55 Acres of Land, 2018 U.S. Dist., Case No. 5:17-CV-239, 2018 WL 4386024, Sept. 14, 2018

    Read More

  • Is it time to review your sales compensation plan?

    Winter 2018
    Newsletter: Auto Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 576

    Abstract: There’s never a bad time for an auto dealership to review its sales compensation plan. This article spotlights a popular sales compensation model that combines base salary with performance-based add-ons. The article also provides suggestions about researching and constructing a compensation plan for sales staff.

    Read More

  • The perils of not disclosing “known trends”

    Year End 2017
    Newsletter: Public Company Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 576

    Abstract: A recent SEC enforcement action against the CEO and CFO of a public company illustrates the importance of disclosing bad news in a company’s SEC filings. The two executives were charged with causing their company to violate SEC reporting regulations by failing to adequately disclose serious risks to the company’s liquidity and capital resources. This article reviews why the respondents’ inadequate disclosures resulted in their each agreeing to pay civil penalties without admitting or denying the SEC’s findings.

    Read More

  • Conflict of interest dooms FMLA discrimination claim

    July / August 2017
    Newsletter: Employment Law Briefing

    Price: $225.00, Subscriber Price: $157.50

    Word count: 576

    Abstract: When an employee plaintiff claimed that a trial court’s evidence rulings were an abuse of discretion, the Tenth Circuit stepped in. This article outlines the employee’s claim of discrimination under the FMLA and how the appeals court reviewed the three prongs that establish a prima facie claim of interference. Gaige v. SAIA Motor Freight Line, LLC, No. 16-6191, Nov. 29, 2016 (10th Cir.)

    Read More

  • What do Millennial lawyers want?

    Winter 2017
    Newsletter: Law Firm Management

    Price: $225.00, Subscriber Price: $157.50

    Word count: 576

    Abstract: Millennial employees — generally defined as those born after 1980 — became the largest generation in the workplace in 2015, and now account for more than one-third of the U.S. workforce and as much as 21.5% of U.S. attorneys. As their predecessors move closer to retirement, Millennial attorneys are poised to play a critical role in the survival of law firms. This article reviews what experiences and expectations they bring to the workplace and ways to successfully recruit and retain these attorneys.

    Read More

  • Think outside the retirement planning box – ESOPs can help owners and employees fund their golden years

    Fall 2015
    Newsletter: Manufacturer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 576

    Abstract: Employee stock ownership plans (ESOPs) are a popular retirement planning tool, especially among manufacturers and distributors. Most ESOPs are set up to provide a market for a departing owner’s interest in a closely held business. But they can also serve as a supplemental employee benefit plan or a mechanism to borrow money under favorable tax rules. This article explains how ESOPs work, outlines special guidelines that may apply and identifies key financial benefits ESOPs can provide to owners and employees.

    Read More

  • Make employees a priority with performance evaluations

    July / August 2015
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 576

    Abstract: To perform at their best, employees need feedback on how they’re doing. The most effective way to provide this input is by conducting formal employee evaluations and reviews on a consistent basis. This article spotlights the evaluation and review process and provides a number of tips for developing an effective process, including making performance reviews a management priority, asking employees for self-assessments, and seeking input from the employee’s co-workers via 360-degree feedback.

    Read More

  • What employers need to know about the 0.9% additional Medicare tax

    April / May 2014
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 576

    Abstract: Although it hasn’t garnered as much attention as some of the other provisions in the Affordable Care Act (ACA), the 0.9% additional Medicare tax went into effect Jan. 1, 2013. The tax applies to wages and self-employment income over certain levels and is in addition to the regular 2.9% Medicare tax. While generally only employees are responsible for paying the 0.9% tax, employers are obligated to withhold it. This article points out what employers need to know to avoid penalties for noncompliance.

    Read More

  • New tax rule for local lodging expenses

    August 2012
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 576

    Abstract: The IRS recently issued long-awaited regulations that permit certain not-away-from-home lodging expenses to be deducted by workers if they are not reimbursed by their employer. Alternatively, if paid for by the employer, the expense can be treated as a tax-free working condition fringe benefit (WCFB) or tax-free accountable-plan reimbursement. This article looks into the details.

    Read More

  • How the SEC is clearing the way for proxy access votes

    February / March 2012
    Newsletter: Public Company Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 576

    Abstract: The SEC has abandoned its efforts to make proxy access mandatory for all public companies, but it has finalized a rule that allows shareholders to propose proxy access procedures on a company-by-company basis (so-called “private ordering”). This article explains what it means for public companies.

    Read More

  • Make the budgeting process easier and more effective

    Fall 2010
    Newsletter: Nonprofit Observer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 576

    Abstract: Several principles can help make the budgeting task less onerous for nonprofits. This article explains the importance of reviewing strategic objectives for the coming year, and ensuring that both the organization’s capital budget and operating budget can support them. And monthly budget reviews can help nonprofits stay abreast of circumstances that may make it difficult to stick to their original budget.

    Read More

  • Prepare for the worst with a MAC

    Year End 2009
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 576

    Abstract: In a business acquisition, a material adverse change (MAC) clause can provide a buyer with an escape hatch if an extraordinary event adversely affects the seller’s projected performance. Although MACs don’t guarantee that exits from bad deals will be without penalties, they can be a useful tool in desperate situations. And MACs can serve as a negotiating tool; the buyer and seller can discuss what events constitute an adverse change as a way to allocate risk between both parties.

    Read More