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  • Choosing an employee retirement plan

    Summer 2019
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 590

    Abstract: Businesses offering their employees a retirement plan for the first time have some tried-and-true choices. This article spotlights four types of plans: traditional and Roth 401(k)s, Simplified Employee Pensions, and SIMPLE IRAs.

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  • D. Allen Hornberger v. Dave Gutelius Excavating, Inc. – Owners dispute buyout provision of shareholders’ agreement

    September / October 2018
    Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 590

    Abstract: A recent case involving a shareholder buyout illustrates the importance of drafting shareholders’ agreements with precision. This article explains why the Superior Court of Pennsylvania upheld a trial court decision to allow valuation discounts for lack of control and marketability, even though they weren’t explicitly mentioned in the shareholders’ agreement. D. Allen Hornberger v. Dave Gutelius Excavating, Inc., No. 103 MDA 2017, Pa. Sup. Ct,. December 15, 2017

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  • Enough vs. too much – Help borrowers understand their working capital needs

    Spring 2018
    Newsletter: Community Banking Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 590

    Abstract: Business owners need to understand how various aspects of their operations, such as accounts payable, help or hinder working capital maintenance. This article points out that it’s important for lenders and banks to carefully evaluate the soundness of potential borrowers’ working capital management methods and become familiar with the latest capital management strategies and practices. Taking an active role in offering working capital advice can help lenders ensure their borrowers remain good credit risks over the long term.

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  • Understanding compensation forfeiture damages

    Summer 2016
    Newsletter: Expert / Valuation & Litigation Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 590

    Abstract: When an employee breaks the rules, the wronged party’s remedies may seem obvious — for example, breach of contract or fiduciary duty damages or asset forfeiture. However, as this article explains, depending on the jurisdiction, an additional or alternative layer of relief known as compensation forfeiture damages could come into play.

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  • Performance measurement – “Super metrics” can win the day

    June / July 2016
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 590

    Abstract: Everyone, it might seem, wants to know how effectively a nonprofit is fulfilling its mission and running its operation. Performance, or outcome, measurement — essentially a way to determine the impact of a program or activity — can supply interested onlookers with the proof they need to know a nonprofit is doing its job. This article defines “outcome” and discusses the benefits and limitations of outcome measurement.

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  • Tax breaks you can get from Uncle Sam when caring for a parent

    Year End 2014
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 590

    Abstract: Providing care for a parent, grandparent or other older relatives can be rewarding. But it can also be expensive. Fortunately, some federal tax breaks can help ease the financial strain. In particular, this article takes a look at claiming a parent or other older relative as a dependent and describes deductions for medical expenses and dependent care.

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  • Buying or selling a business? Here’s what you need to know to get the best deal

    July / August 2014
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 590

    Abstract: Buying or selling a company can be a good move in the right circumstances, but it’s essential to know what’s involved. It’s necessary to research a number of business and financial issues as well as certain legal matters. And, of course, there are numerous tax issues that simply can’t be ignored. This article looks at determining a business structure and allocating the purchase price.

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  • 5 questions for better forecasting

    Winter 2013
    Newsletter: Manufacturer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 590

    Abstract: Forecasting key business factors, such as sales demand, receivables, payables and working capital, can help manufacturers reduce excess inventory and other overhead, offer competitive prices, and keep their companies on solid financial footing. While no forecast is guaranteed, using the right method goes a long way toward getting meaningful results. This article lists five questions that manufacturers should ask to determine the right forecasting methods for their business.

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  • Discount rates vs. capitalization rates

    July / August 2012
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 590

    Abstract: Some clients mistakenly use the terms “discount rate” and “capitalization rate” (cap rate) interchangeably. But they are two different concepts. It’s important to understand how these terms differ to prevent erroneous conclusions and courtroom blunders. This article discusses both types of rates and gives an example of how each works.

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  • Practical perspectives: Key financial issues for you and your family – Savvy planner readies for 2010 IRA rule changes

    Year End 2009
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 590

    Abstract: Gerald is a 63-year-old physician who rolled over his traditional 401(k) into a traditional IRA when he left his hospital position to start his own practice. The tax-deferred contributions seemed like a good idea at the time, but he has no intention of retiring within the next decade. Thus, he’s bothered by the account’s required minimum distributions (RMDs), which he’ll have to start taking after he turns age 70½. Converting to a Roth IRA would solve that problem, but his high income disqualifies him from doing so. But, as his advisor explains, that will change in 2010.

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  • 6 ways to keep board members focused in unfocused times

    Fall 2009
    Newsletter: Nonprofit Observer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 590

    Abstract: With increasing financial and other pressures on nonprofits, a nonprofit’s board needs to be focused and engaged like never before. But the reality is that board members may be facing challenges in their own work and financial lives. So when board members meet to go over an in-the-red budget, their stress levels are already likely to be high. Fortunately, by making just six adjustments to its normal routine, a nonprofit can help maintain its board’s productivity.

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