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Showing 1–16 of 18 results

  • Put pen to paper – How a letter of instruction can benefit family harmony

    October / November 2019
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 603

    Abstract: A person’s will is the centerpiece of his or her estate plan. Typically, it’s the most important document used in estate planning and is created before any other. A document that complements a will is a letter of instruction. This article details the elements of the letter.

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  • 4 signs of A/R fraud

    July / August 2019
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 603

    Abstract: Accounts receivable (A/R) are often a popular fraud target, because of the high volume of transactions that go through the A/R account. These types of fraud can be costly, but early detection can help minimize losses. This article identifies four signs that something is amiss with receivables: slow turnover, missing controls over financial reporting, excessive write-offs and errors, and customer complaints.

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  • Why you absolutely need a last will and testament

    Winter 2019
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 603

    Abstract: Creating a will is the simplest and most basic step a person can take as part of the estate planning process. But, reportedly, only 44% of adults have done so. This article explains how having a professionally written will simplifies the estate settlement process for loved ones. It also provides steps for drafting a will.

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  • Expert report fends off Daubert attacks

    May / June 2017
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 603

    Abstract: From divorces to business disputes, the linchpin in all types of litigation often turns out to be expert testimony. But, before they’re able to testify, many expert opinions must first survive a Daubert challenge. This article summarizes a recent federal district court case that demonstrates how a detailed written report can be the deciding factor in persuading the court to admit an expert’s opinion. MSKP Oak Grove, LLC v. Venuto, U.S. Dist. N.J., No. 10-6465, June 29, 2016

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  • Use a Crummey trust to preserve gift tax exclusion

    January / February 2016
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 603

    Abstract: The annual exclusion — which allows one to make tax-free gifts of up to $14,000 per year to an unlimited number of people — remains an important estate planning tool. Affluent people whose estates exceed the $5.45 million estate tax exemption amount continue to seek strategies, such as the annual exclusion, for minimizing gift and estate taxes. And even those with more modest estates may want to take advantage of the annual exclusion to shelter their assets against potential future changes in their wealth and federal estate tax laws. For these folks, a Crummey trust is an option. This article examines the ins and outs of using a Crummey trust.

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  • Alice rocks the boat once again – Price optimization method isn’t patent-eligible

    Year End 2015
    Newsletter: Ideas on Intellectual Property Law

    Price: $225.00, Subscriber Price: $157.50

    Word count: 603

    Abstract: In 2014, the U.S. Supreme Court’s ruling in Alice Corp. Pty. Ltd. v. CLS Bank Int’l established a two-part test for determining patent eligibility. In its wake, the decision has left many of those seeking patent protection for financial-related methods involving computers feeling a bit queasy. This article describes the most recent Alice-related decision, which addresses whether a computerized price optimization method is patent-eligible.

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  • M&As require financial expertise – Helping your clients realize the best deal

    Summer 2015
    Newsletter: Expert / Valuation & Litigation Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 603

    Abstract: After years of sluggish activity, the merger and acquisition (M&A) market has picked up dramatically and many companies are considering selling or buying. This article describes the kinds of assistance financial experts provide during the M&A process, including valuing assets, facilitating due diligence, structuring a deal and managing posttransaction tax and accounting issues.

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  • Advisory boards can be a boost to your borrowers

    April / May 2015
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 603

    Abstract: Borrowers who seek input from trusted professionals outside the company’s four walls tend to make better-informed decisions than those who keep decision-making close to the cuff. Private company advisory boards typically serve in an informal consulting capacity, bridging gaps in skills and experience. This article guides private companies on how to leverage the expertise of advisory boards, pick the right mix of board members and avoid potential pitfalls.

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  • The earnout provision – If negotiations stall, consider this …

    Winter 2015
    Newsletter: Auto Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 603

    Abstract: The recent upsurge in dealership merger and acquisition activity in many parts of the country is expected to continue in 2015. For those dealers thinking about being a seller (or buyer) this year, it’s a good time to think about alternative deal structures that might ease the negotiation process. One strategy to consider when sales negotiations falter is adding an earnout provision to the purchase agreement. This article explains how an earnout works and how, properly executed, it can provide protection for the seller.

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  • Confirming worst suspicions – Hire a forensic expert to find hidden assets

    September / October 2014
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 603

    Abstract: Deceptive spouses — and other parties to litigation — often are experts at hiding assets. To uncover such machinations, forensic accountants use their specialized expertise to gather relevant data, scour it for anomalies and prove that the opposing party is being dishonest. This article explains methods they use to ferret out assets.

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  • The excess earnings method: When is it appropriate?

    September / October 2013
    Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 603

    Abstract: The excess earnings valuation method was developed more than 90 years ago and, although controversial, it remains in wide use today, particularly in divorce cases. Generally, sophisticated valuation professionals view the method as unreliable and avoid using it. But it continues to be appropriate under certain circumstances. This article examines how the method works, its inherent flaws, and situations in which its use may nonetheless be advantageous.

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  • Book it – Supreme Court has final word on first-sale doctrine

    August / September 2013
    Newsletter: Ideas on Intellectual Property Law

    Price: $225.00, Subscriber Price: $157.50

    Word count: 603

    Abstract: Two years ago, a U.S. appeals court held that buyers of copyrighted foreign-made works were not free to resell the works without restriction. In a surprising decision that could have restricted the resale of a wide range of products produced abroad, the court ruled that the first-sale doctrine didn’t apply to such works. Now, the U.S. Supreme Court has reversed this decision. This article discusses the case’s background and the Court’s reasoning. Kirtsaeng v. John Wiley & Sons, No. 11-697, March 19, 2013 (U.S. Supreme Court)

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  • Don’t let a partner defection damage — or destroy — your firm

    Spring 2013
    Newsletter: Law Firm Management

    Price: $225.00, Subscriber Price: $157.50

    Word count: 603

    Abstract: In recent years, partner defections have contributed to the demise of several established firms. But such disasters usually are preventable. Even if a firm can’t hold on to every partner, this article explains how a strong partnership agreement that takes pending matters into account can make it possible to minimize the financial damage caused by defections. A sidebar notes a few of the strategies one prestigious law firm uses to retain partners.

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  • How to engage physicians in quality improvement

    Winter 2012
    Newsletter: Healthcare Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 603

    Abstract: Because physicians are key clinical decision makers, it’s critical that they be involved in hospital quality initiatives (QI). Unfortunately, hospital efforts to engage physicians come at a time when physicians are facing reimbursement and time pressures. This article offers six strategies to improve QI efforts.

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  • 6 ways to cut costs and increase revenues

    Fall 2010
    Newsletter: Law Firm Management

    Price: $225.00, Subscriber Price: $157.50

    Word count: 603

    Abstract: Law firms of all sizes are eager to find ways to grow their profit margins these days. It’s not hard to figure out that the most effective approach is two-pronged: reducing costs and boosting revenues. This article suggests six ways to accomplish both, including cutting back on IT and office equipment expenses, improving collections and managing cash flow.

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  • Way cool: Green roofs are growing

    January / February 2009
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 603

    Abstract: Green roofs are popping up in just about every U.S. city, as Americans are seeing the potential in sustainable building trends. But green roofs aren’t just a fad; they’re proving to have tremendous insulating effects on buildings and thus can provide significant energy savings — as well as other benefits. This article explains how the savings can add up.

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