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Showing 17–21 of 21 results
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The installment sale: A viable option for transferring appreciating assets
April / May 2010
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 577
Abstract: For those considering transferring real estate, a family business or other assets they expect to appreciate dramatically in the future, an installment sale may be a viable option. Its benefits include the ability to freeze asset values for estate tax purposes and remove future appreciation from one’s taxable estate. But there are disadvantages, as well. And, due to the possibility of tax law changes in 2010, it will be especially important to consult a professional tax advisor.
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Creating a solid investment policy
Spring 2009
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 577
Abstract: Weak economic fundamentals and volatile financial markets make having a written investment policy more important than ever. This article explains the basic objective of an investment policy: to ensure that an organization’s money works as hard as it can for as long as it can. It also guides organizations through the process of listing objectives and allowable investments, developing policies for accountability and managing extraordinary losses.
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Practice builders – Taking the plunge into medical spas
Winter 2009
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 577
Abstract: To help boost revenue, some physicians are expanding their practices to include minimally invasive, cosmetic medical procedures. Dermatologists and plastic surgeons aren’t the only ones offering these services: Internists, ob/gyns and cardiologists are moving into the market, often providing the services through a separate facility configured as a “medical spa.” This is more than the expansion of an existing practice — it’s a new venture. Therefore, to help ensure its success, you must draft a formal business plan, based on market research and your short- and long-term goals. This article offers some tips.
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Holding successful, productive meetings — Do you know what it takes?
Fall 2008
Newsletter: Vital Signs
Price: $225.00, Subscriber Price: $157.50
Word count: 577
Abstract: Managed meetings are a necessity to a well-run medical practice. Yet meetings can also be seen as big time wasters if certain guidelines aren’t followed. This article offers tips on key aspects of any meeting, including the agenda and rules.
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All’s fair? Court rules on standard of value in shareholder dispute
January / February 2008
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 577
Abstract: The recent decision in Kim v. The Grover C. Coors Trust demonstrates the dramatic consequences that the very different definitions of fair value and fair market value can create. This article explores the issues in question and reinforces the notion that the parties to a valuation should clearly define the standard of value at the beginning of an engagement.