592

Showing all 13 results

  • DAFs offer a low-cost alternative to private foundations

    March / April 2020
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 592

    Abstract: Charitable donors looking for a relatively cost-efficient vehicle for leaving a charitable legacy might want to consider a donor-advised fund (DAF). This article discusses how DAFs work and why they’re particularly valuable now, especially when compared with private foundations. Readers are urged to monitor developments related to DAFs in Congress and state legislatures.

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  • Have you outgrown the need for matching 401(k) contributions?

    April / May 2019
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 592

    Abstract: Administrating a retirement plan is an evolving process. For example, many plan sponsors provide matching contributions on participant 401(k) plan deferrals without realizing there’s an alternative: making substantial nonelective contributions instead of matching contributions. It’s not a strategy that will work for all employers, but this article explains that there is nothing to lose — and perhaps much to gain — by at least considering it.

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  • Naming a trustee – It’s one of the most important decisions of your life

    September / October 2018
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 592

    Abstract: One of the major decisions that need to be made when establishing a trust is who will act as trustee. This article talks about the responsibilities of the position as well as the qualities (such as prudence, impartiality and tax knowledge) that make a good trustee. It mentions that many people name a financial institution or professional advisor, rather than a friend or family member.

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  • How to handle a Medicare audit

    Winter 2018
    Newsletter: Rx for Practice Management / Practice Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 592

    Abstract: Generally speaking, the question isn’t if you get a Medicare audit, it’s when. It’s important for physicians and medical practices to understand how a Medicare audit works, so that they can handle one successfully. This article explains the two types of Medicare audits and offers some strategies for dealing with them, including reading the audit letter carefully, submitting a copy of the complete record, and ensuring all medical records and copies are legible. The article adds that the key is to stay cool, document everything — and consult with an attorney and financial expert.

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  • Are your board members independent?

    Winter 2018
    Newsletter: Profitable Solutions for Nonprofits

    Price: $225.00, Subscriber Price: $157.50

    Word count: 592

    Abstract: Many, including donors, state attorneys general and other constituents, believe that independent directors on a nonprofit’s board are a key ingredient of good governance. Some organizations mistakenly think that independence is only about addressing conflicts of interest. This article discusses how the concept of independence in the nonprofit context is broader than that and explains the IRS’s requirements.

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  • Accounts receivable management – How manufacturers can bridge the cash gap

    Winter 2016
    Newsletter: Manufacturer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 592

    Abstract: Accounts receivable is often one of the biggest assets on a manufacturer’s balance sheet. But the faster a company is able to convert receivables to cash, the sooner it’s able to pay suppliers, employees and lenders — and the less likely it will be to draw on its line of credit to make up for working capital shortfalls. This article explains how to calculate the “cash gap” and how manufacturers can reduce it and the associated interest costs by improving collections.

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  • The ins and outs of the individual shared responsibility payment

    August / September 2014
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 592

    Abstract: Among the many provisions of the Affordable Care Act is what’s known as the “individual shared responsibility payment.” This mandate applies primarily to individuals who don’t purchase qualifying health insurance, yet aren’t exempt from the requirement to purchase coverage. This article looks at which individuals are exempt and at how those who aren’t can calculate the payment.

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  • Employer, pregnant worker clash over frequent absences

    September / October 2011
    Newsletter: Employment Law Briefing

    Price: $225.00, Subscriber Price: $157.50

    Word count: 592

    Abstract: Work/life balance is an important human resources concept. But when an employee tips the scales more toward “life” than “work,” conflicts may arise. This article looks at the case of a newly employed pregnant woman who was not yet eligible for leave under the Family and Medical Leave Act (FMLA), but who took frequent absences. She claimed that her termination was a “constructive discharge” in violation of Title VII of the Civil Rights Act. Trierweiler v. Wells Fargo Bank, No. 10-1343, April 8, 2011 (8th Cir.)

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  • Rebalanced your portfolio, recently? If not, unintended risks may increase

    July / August 2011
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 592

    Abstract: Without rebalancing one’s portfolio it’s possible to become exposed to more risk than initially intended. This article explains the reasons to rebalance and the steps to take to do so. However, rebalancing involves buying and selling securities, which can expose an investor to capital gains tax when working within a taxable investment account. So it’s important to decide whether tax costs may outweigh the potential long-term performance benefit of rebalancing.

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  • Selecting guideline companies in a volatile market

    January / February 2010
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 592

    Abstract: When valuation professionals appraise a business using the market approach, they rely heavily on data from comparable or “guideline” companies. Selecting appropriate guideline companies is always important in preventing over- or undervaluation, and this selection is based on the type of business being appraised. The market approach can be effective in times of general economic stability, but when the value of companies falls dramatically and the economic future is uncertain, guideline company data can be less reliable.

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  • Strategic and financial planning – Borrowing from business

    August / September 2009
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 592

    Abstract: While stories of corporate fraud and mismanagement seem to dominate the news, there are still lessons nonprofits can learn from for-profit business to help ensure a strong future. Specifically, just as for-profit business boards and owners do, nonprofit boards should develop not only an overall strategic plan addressing the organization’s mission and future initiatives, but a strategic financial plan that expresses financial goals and provides a methodology for monitoring progress. This article offers tips from business that will help nonprofits create effective strategic and financial plans.

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  • Private foundations – They’re not just for the rich and famous

    January / February 2009
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 592

    Abstract: The general perception of private foundations is that they’re only for the wealthy. In fact, private foundations can be an effective strategy for creating a family legacy of giving. There is no official minimum and a person may be able to effectively establish a foundation with an initial contribution as low as $250,000. This article explores the benefits (and a few drawbacks) of creating a private foundation.

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  • Is tax-free investing really tax-free?

    September / October 2008
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 592

    Abstract: Investing in tax-exempt securities such as municipal bonds can be a great strategy, especially if you’re in a high tax bracket. But this strategy can backfire if you’re not careful. Sometimes “tax-free” isn’t as free as it seems. This article explains how to evaluate the tax-effectiveness of municipal bonds and tax traps to watch out for.

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