578

Showing all 16 results

  • Audit prep: 6 ways to save time and money

    Fall 2020
    Newsletter: Nonprofit Observer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 578

    Abstract: Amidst an economic crisis, the idea of undergoing an external audit may not be appealing. But it’s a valuable tool for demonstrating an organization’s financial condition to stakeholders — perhaps more important than ever in the shadow of COVID-19. This article presents some preparatory steps that can make the annual audit process less expensive and disruptive.

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  • New tax strategies for charitable givers

    January / February 2020
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 578

    Abstract: The passage of the Tax Cuts and Jobs Act (TCJA) changed or eliminated tax benefits for many charitable donors who no longer itemize deductions. However, tax-saving strategies may still be available. This article proposes “bunching,” or donating twice as much in alternate years to take advantage of itemizing, and then using the standard deduction in the other years.

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  • Ready, set, sell – Business valuation experts can provide insight during M&As

    July / August 2018
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 578

    Abstract: A recent survey reported an active merger and acquisition (M&A) market for small businesses in 2017 — and that momentum has continued in 2018. This article explains how business valuation professionals can help owners prepare for sale and increase the chances of receiving a premium selling price.

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  • Game, set, match: How to assess a business’s game plan

    Year End 2017
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 578

    Abstract: When assessing the short- and long-term viability of commercial borrowers, lenders have many tools at their disposal, including business plans. A business plan provides essential information on how management expects the company to grow — and what strategies it expects to use to achieve its goals. This article provides some important questions to consider when examining borrowers’ business plans.

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  • Business planning – It’s time to get moving on your 2017 goals

    February / March 2017
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 578

    Abstract: The start of a new year is a great time for management teams to analyze how their companies performed in the previous year, relative to the goals and objectives set forth in their business plans. Based on this analysis, they can then set new goals and objectives. This article focuses on examining key performance indicators and setting objectives.

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  • Business planning – It’s time to get moving on your 2017 goals

    Winter 2017
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 578

    Abstract: The start of a new year is a great time for management teams to analyze how their companies performed in the previous year, relative to the goals and objectives set forth in their business plans. Based on this analysis, they can then set new goals and objectives. This article focuses on examining key performance indicators and setting objectives.

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  • Rx for valuing health care providers – Despite strong demand, sector is plagued by uncertainty

    March / April 2016
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 578

    Abstract: Investors are generally more interested in future cash flows than historical performance. But projecting future cash flows for a health care provider can be like hitting a moving target in today’s volatile, regulated environment. This article discusses the unique opportunities, risks and rising costs these entities face — as well as the need for valuators to take a balanced approach when appraising them.

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  • Which retirement plan is right for your dealership?

    Fall 2014
    Newsletter: Auto Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 578

    Abstract: Recent studies have indicated that many Americans aren’t saving nearly enough for retirement. Dealership owners can help their employees save for retirement by offering a retirement plan. Doing so also can yield tax benefits, serve as a valuable employee recruiting tool and help boost employee retention. This article discusses three of the most popular types of retirement plans: 401(k) plans, SEP plans and SIMPLE IRAs.

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  • Amp up your fundraising efforts with a sustainer program

    Summer 2014
    Newsletter: Nonprofit Observer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 578

    Abstract: For years, public broadcasting stations have successfully marketed sustaining memberships to their listeners and viewers — and now other nonprofits are catching on. Properly designed and implemented, a sustainer program can provide an organization with a strong, predictable income stream, raise its public profile and increase donor loyalty. However, as this article explains, nonprofits that decide to adopt the sustainer model must take the long view.

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  • Nonprofit mergers – When joining forces is the answer

    Spring 2013
    Newsletter: Profitable Solutions for Nonprofits

    Price: $225.00, Subscriber Price: $157.50

    Word count: 578

    Abstract: Nonprofits that are suffering a lack of either financial or human resources might want to consider joining forces with another nonprofit. When researched and executed carefully, a merger can make both organizations stronger by building on their complementary skills. But there are questions to ask and a variety of hurdles to overcome; this article looks at some of them.

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  • 5 tips for showing you’re “bond worthy”

    Summer 2011
    Newsletter: Construction Industry Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 578

    Abstract: In today’s economy, risk-averse project owners are more likely to require bonds. At the same time, cautious sureties have become more rigorous in their evaluation and approval of bond requests. So, it’s critical for contractors to show that they’re “bond worthy.” This article offers five tips for doing just that.

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  • Investment fraud – Your nonprofit may be an unwitting victim

    Fall 2010
    Newsletter: Nonprofit Observer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 578

    Abstract: Victims of investment fraud aren’t only individuals and for-profit companies. Nonprofits — which often operate on trust, rely on the services of volunteers, and receive income from varied sources — are especially vulnerable. This article provides several recent examples of investment fraud and discusses how nonprofits can protect themselves from fraudulent investment advisors and dishonest donors.

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  • Should you enact automatic 401(k) plan enrollment?

    October / November 2010
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 578

    Abstract: One of the easiest ways for employees to save for retirement is enrolling in their employers’ defined contribution plans, such as a 401(k) plan. But low participation has been a problem. A solution is to enact an automatic enrollment program, which has become more attractive to employers since the Pension Protection Act of 2006 (PPA) eased some of the legal concerns. This article discusses some of those concerns, and how a qualified automatic contribution arrangement (QACA) exempts companies from meeting nondiscrimination requirements.

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  • Don’t break the rule – The transfer-for-value rule can trigger income tax liability

    September / October 2010
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 578

    Abstract: If a person wants to keep a life insurance policy they already own out of their taxable estate or to achieve other planning goals, it may make sense to transfer the policy for “valuable consideration.” But income tax traps exist. So before making such a transfer, it pays to become familiar with the transfer-for-value rule. This article looks at what the rule entails, and how easily it can be to fall prey to it.

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  • Practical Perspectives: Key financial issues for you and your family – Couple revs up some tax advice for vehicle purchase

    June / July 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 578

    Abstract: In this issue, we meet Debbie and Alex, who’d read about the vehicle-related provisions of the American Recovery and Reinvestment Act of 2009 (ARRA), and wanted to put one of its new tax deductions to good use. To discuss this and other vehicle-related tax breaks, they gave their financial advisor a call.

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  • For What It’s Worth: Valuation in the Courts – Recent FLP case illustrates IRS attack strategies

    Spring 2009
    Newsletter: Expert / Valuation & Litigation Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 578

    Abstract: For attorneys, an in-depth understanding of recent case law regarding family limited partnerships (FLPs) is a prerequisite to helping clients with these estate planning vehicles. One recent case, Holman v. Commissioner, shows a few strategies the IRS may use to challenge an FLP.

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