584
Showing 1–16 of 17 results
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Are you a member of the Sandwich Generation?
October 2018
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 584
Abstract: The “Sandwich Generation” consists of those individuals who are currently taking care of their children and their elderly parents. This article covers some critical steps to take when incorporating an elderly parent’s needs into an adult child’s estate plan.
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Updated survey provides insight into fraud trends and prevention methods
September / October 2018
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 584
Abstract: The Association of Certified Fraud Examiners (ACFE) has released its Report to the Nations: 2018 Global Study on Occupational Fraud and Abuse. Consistent with previous studies, the ACFE estimates that occupational fraud costs the typical organization 5% of its revenue every year. This article discusses the report’s findings, including median fraud losses, popular fraud schemes and the most common methods of detection.
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Are you a member of the Sandwich Generation?
Fall 2018
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 584
Abstract: The “Sandwich Generation” consists of those individuals who are currently taking care of their children and their elderly parents. This article covers some critical steps to take when incorporating an elderly parent’s needs into an adult child’s estate plan.
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Is your firm ready to profit from data analytics?
Spring 2018
Newsletter: Law Firm Management
Price: $225.00, Subscriber Price: $157.50
Word count: 584
Abstract: Data analytics is the process of using qualitative and quantitative techniques to increase productivity and business gain. Attorneys are increasingly seeing the value of data analytics when preparing for and trying cases. The potential value of this number-crunching goes much further, though. This article discusses how law firms also can wield data analysis to run more smoothly and drive profits outside of the courtroom.
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Seeing F&I operations in a new light
March / April 2018
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 584
Abstract: One of the keys to maximizing the profit potential of the F&I department — and boosting customer loyalty — is to look at the sales process anew. This article highlights the concept of “consulting” with customers instead of merely selling to them. It also examines best practices for presenting customers with product options.
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Loan or lease – What’s the smartest way to finance new asset purchases?
Fall 2017
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 584
Abstract: Manufacturers that need to expand their facilities or update equipment may be weighing the pros and cons of financing vs. leasing. This article explains tax, financial and practical considerations to help business owners make informed decisions.
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The ins and outs of naming a trustee
June / July 2017
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 584
Abstract: When naming a trustee for a trust holding assets for a beneficiary or beneficiaries, it’s vital to make the right choice, because the trustee role carries significant legal responsibilities. Often the choice is between a person, such as a trusted friend or family member, or a financial institution. This article details a trustee’s responsibilities and discusses the qualities — and qualifications — a trustee must have. The article points out that, because of the sensitive responsibilities assumed and the length of time over which some trusts extend, many legal and financial professionals recommend engaging a corporate trustee, such as a bank or financial institution.
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Afraid of being audited? An IRS guide may help ease your mind
Spring 2016
Newsletter: Law Firm Management
Price: $225.00, Subscriber Price: $157.50
Word count: 584
Abstract: The IRS’s Audit Technique Guide covering attorneys is designed for the agency’s employees. But knowing what auditors look for enables lawyers and law firms to provide the right information and reduce the time and stress of being audited. This article highlights several areas covered by the guide and stresses the importance of sound accounting.
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Form 990 or 990-EZ – Who’s a Schedule L “interested person”?
October / November 2015
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 584
Abstract: The IRS is stepping up its efforts to ensure that no nonprofit insiders — those able to exert influence over the organization’s decision making — are benefiting from their position. Nonprofits yet to file Schedule L, “Transactions With Interested Persons,” with Form 990 or 990-EZ should pay attention to the changes in the definition of “interested person” for 2014. This article explains those changes, which are likely to make gathering this information easier than in past years, and might affect the number of independent directors that nonprofits report on Form 990.
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The Affordable Care Act – What you should know entering 2015
January / February 2015
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 584
Abstract: It’s been nearly five years since the ACA was passed by Congress and signed by the president. Since then, a number of changes have been made to the law. This makes the start of 2015 a good time to review its status. This article provides a review of two of the act’s most important provisions — the “play or pay” provision and the small employer tax credit.
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Deal do-over – Make the second time a charm
June / July 2011
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 584
Abstract: It’s wise for a business owner to be cautious — even suspicious — if a former prospective buyer renews its interest in making an acquisition. But shutting the door without a fair hearing could be a mistake. Such buyers often are ideal merger partners because they’ve likely learned from their mistakes and are committed to making it work this go-around. This article looks at some of the issues that should be revisited before sellers agree to a second courtship.
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Good customer service applies to law firms, too
Spring 2011
Newsletter: Law Firm Management
Price: $225.00, Subscriber Price: $157.50
Word count: 584
Abstract: A “customer service culture” isn’t only for retailers and restaurants; it also can give law firms a competitive edge. This article explains that everyone in a firm should receive some form of customer service training. It offers five basic rules that can help everyone, from receptionist to managing partner, navigate antagonistic situations.
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Seller’s endgame – It’s not over ’til it’s over
June / July 2010
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 584
Abstract: Once a business seller has found a buyer, negotiated a fair price, and is in the process of completing any regulatory or legal requirements, it may seem that the deal’s essentially done. Not quite. Sellers have several final goals they must accomplish before they hand off the company for good. Most deals require them to perform last-minute paperwork, initiate long-term planning and prepare employees for the transition. There’s also the issue of whether and under what conditions seller management will stay on.
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Good reasons for clean cutoffs
Winter 2010
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 584
Abstract: When a sale occurs near the fiscal year end, precisely when should a dealer record it? For a sale in which the dealer had completed most of the legwork and crunched the numbers just before the cutoff date — but with the dotted line being signed after that date — it might seem logical to record it at the earlier date. And the factory would likely back this decision, because it bolsters the manufacturer’s year end unit sales. But dealers shouldn’t count their chickens before they hatch; it can cause problems with lenders and other stakeholders, who might claim that the dealer is exaggerating financial results.
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Practice builders – Boost revenues by building up your referral network
Fall 2008
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 584
Abstract: Whether you’re opening a new clinic or you’ve been practicing medicine in the same location for decades, you can’t assume that patients will always choose to walk through your doors. This article provides practical ways to beef up your referral network, such as developing relationships with young physicians entering your community and participating in hospital grand rounds and committees. (Updated 8/29/12)
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Fair game – How the fair value option changes the accounting playing field
Summer 2008
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 584
Abstract: As part of its march toward fair value accounting, the Financial Accounting Standards Board (FASB) recently finalized Statement of Financial Accounting Standards (SFAS) No. 159, The Fair Value Option for Financial Assets and Financial Liabilities, which applies to fiscal years starting after Nov. 15, 2007. Banks now have the option to measure certain financial instruments at fair value.