578
Showing 1–16 of 19 results
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Challenger, beware – PTO director sanctions abuse of IPR process
April / May 2023
Newsletter: Ideas on Intellectual Property Law
Price: $225.00, Subscriber Price: $157.50
Word count: 578
Abstract: Well-known technology giant Intel has been at war with a patent holding company for years. Recently, a new company inserted itself into the proceedings, apparently hoping to cash in. In an unusual move, the director of the U.S. Patent and Trademark Office (PTO) got involved in the case, OpenSky Industries, LLC v. VLSI Technology LLC. This article highlights how things went downhill for the newcomer from there. OpenSky Industries, LLC v. VLSI Technology LLC, IPR No. 2021-01064 (PTO Dir. Oct. 4, 2022).
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Avoiding challenges to your estate plan
May / June 2022
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 578
Abstract: A primary goal of estate planning is to ensure that a person’s wishes are carried out after he or she is gone. So, it’s important to design one’s estate plan to withstand potential will contests or other challenges down the road. The most common grounds for contesting a will are undue influence or lack of testamentary capacity. Other grounds include fraud and invalid execution. This article details strategies to use to reduce the chances of one’s will being challenged after death.
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Online account opening: Managing the risk
Spring 2021
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 578
Abstract: Banking customers increasingly rely on electronic banking tools to open accounts, make deposits, transfer funds and otherwise manage their money — and the COVID-19 pandemic has accelerated this trend. This article points out that all of these activities increase an institution’s Bank Secrecy Act/Anti-Money Laundering (BSA/AML) compliance risks, particularly the opening of online accounts.
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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.