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Showing 1–16 of 17 results
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No emergency fund? What are you waiting for?
May / June 2023
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 591
Abstract: An emergency fund can help if you lose your job, experience health problems, or face unexpected home repairs and other expenses. So it’s important for everyone to make sure they’re saving enough, given their income and lifestyle. This article provides tips on reaching emergency savings goals.
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Are term limits right for your board?
Fall 2022
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 591
Abstract: While term limits for nonprofit boards of directors aren’t legally mandated, many organizations consider term limits to be a best practice. Term limits aren’t right for every organization, though. This article highlights what pros, cons and practical steps involved before adopting them.
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What to do if your life insurance’s term is almost up
May / June 2022
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 591
Abstract: Term life insurance policyholders generally have a couple options if their term is ending and they desire further protection. They may be able to renew the policy without submitting to a new medical exam — or buy a new term life policy. Another possible option is to buy a permanent policy. This article highlights the advantages and drawbacks of each choice.
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Keep your customers satisfied
Fall 2021
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 591
Abstract: Over the past few years, community banking has withstood rapid technological changes, unprecedented economic challenges during a pandemic and new demands from its customer base. This article explains that to maintain profitability amidst all this turmoil, banks need to ensure that they retain their existing customers. This article suggests three fundamental questions to help improve customer satisfaction and retention.
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Where there’s a strong desire to retire, there’s FIRE
May / June 2021
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 591
Abstract: Some young workers under 40 are retiring early thanks to a relatively new strategy called FIRE (for Financial Independence, Retire Early). This article talks about how an aggressively frugal lifestyle can enable early retirement. Those who plan to retire at a more typical age also can use FIRE principles to strengthen personal finances and advance their retirement goals.
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The Tax Cuts and Jobs Act boosts exemption amounts
March / April 2018
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 591
Abstract: With the passage of the Tax Cuts and Jobs Act, the estate planning landscape hasn’t changed as drastically as some lawmakers would have liked. While the TCJA temporarily doubles the combined gift and estate tax exemption and the generation-skipping transfer (GST) tax exemption, it doesn’t outright repeal the estate tax, as envisioned in the U.S. House of Representatives’ version of the bill. This article examines the changes in the TCJA that have created new estate planning opportunities and challenges.
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Things are looking up – Executing a vertical merger
October / November 2017
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 591
Abstract: When two companies in the same supply chain join forces, it’s generally called a vertical merger. For business buyers, the deal can be a strategic coup that results in efficiency improvements and greater market share across multiple sectors. But as this article argues, vertical acquisitions can be harder to integrate and such deals can come under antitrust scrutiny.
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Supreme Court limits venue for patent lawsuits
October / November 2017
Newsletter: Ideas on Intellectual Property Law
Price: $225.00, Subscriber Price: $157.50
Word count: 591
Abstract: In a landmark decision, the U.S. Supreme Court has dramatically tightened the restrictions on where patent owners can file infringement lawsuits. The court’s unanimous ruling is expected to rein in the “forum shopping” that so often occurs in patent infringement cases, where patentees try to file in judicial districts considered to be more plaintiff-friendly. This article reviews the relevant federal statutes involved and the Court’s decision. TC Heartland LLC v. Kraft Foods Group Brand LLC, No. 16-341, May 22, 2017 (U.S.)
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Could receivables fraud strike one of your clients?
September / October 2017
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 591
Abstract: Accounts receivable are a popular fraud target because so many transactions are recorded to it. This article describes common receivables scams, as well as various preventive measures and methods of detection.
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Finding the right QI for your Section 1031 exchange
July / August 2017
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 591
Abstract: When participating in an Internal Revenue Code (IRC) Section 1031 exchange, choosing the right qualified intermediary (QI) can make or break the deal. This article explains how a QI works and what to look for in one when performing due diligence.
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Consider the cost approach in M&A
March / April 2017
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 591
Abstract: Under the cost approach, a company’s value equals the difference between its combined assets and liabilities. It requires a substantial amount of work to convert a cost-basis balance sheet to the required standard of value. This article explains how buyers and sellers are increasingly using this approach in mergers and acquisitions (M&As) to help compartmentalize the components of value, facilitate discussions about how to structure a deal and prepare for postsale purchase price allocations. This article also covers the basics, including the pros and cons, of this valuation approach.
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Follow the money: How experts calculate lost earnings damages
November / December 2014
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 591
Abstract: When calculating lost earnings damages, financial experts consider several components, including base earnings, retirement benefits and fringe benefits. This article talks about the data that experts review as well as how they handle such contentious issues as variable compensation (commissions, overtime and performance bonuses).
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Clinical comanagement 101 – How to reward physicians and medical groups
Winter 2014
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 591
Abstract: Clinical comanagement is an arrangement designed to recognize and appropriately reward participating medical groups and/or physicians for their efforts in developing, managing and improving their quality and efficiency. The arrangement may cover inpatient, outpatient, ancillary and/or multisite services. But this article notes that there are numerous hurdles to contend with. It describes two forms of comanagement and the tradeoffs involved.
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What to do when your stock options are underwater
August / September 2010
Newsletter: Public Company Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 591
Abstract: Although the economy is gradually improving, many public companies’ stock prices remain depressed. In some cases, stock options held by key employees are “underwater” — their exercise price exceeds the stock’s current fair market value. Some companies have responded to the problem by repricing underwater options. But companies considering such a move need to obtain shareholder approval and consider other potential risks and costs.
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Contractor’s Toolbox – Don’t wait! Time’s running out on certain tax breaks
Summer 2009
Newsletter: Construction Industry Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 591
Abstract: In the wake of the American Recovery and Reinvestment Act of 2009 (ARRA), contractors stand to benefit from not only spending initiatives for infrastructure and other construction projects, but also several tax incentives. These include a temporary extension of the 50% bonus depreciation and the enhanced Section 179 expensing election. Contractors planning any asset expenditures should take an immediate look at these incentives, but also keep in mind the bonding and banking effect of any major asset acquisition, so that liquidity and leverage ratios don’t suffer.
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Location, location, location – In discrimination cases, where a promotion is offered can make a difference
July / August 2008
Newsletter: Employment Law Briefing
Price: $225.00, Subscriber Price: $157.50
Word count: 591
Abstract: The Seventh Circuit had to decide whether an employer racially discriminated against a black assistant manager when it offered to promote him to manage stores in black areas but not in predominantly white ones. This article explains why the court found that the employer had discriminated. Simple v. Walgreen Co.