606

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  • Reap the rewards of managed fund fees

    June / July 2020
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 606

    Abstract: Good news for retirement plan participants: The multi-year trend of regular asset management cost reductions is going strong. However, according to recent research on the topic by the Investment Company Institute (ICI), the trend is partly attributable to actions taken by participants, rather than voluntary fee reductions on the part of asset management companies. This article reviews ICI data that provides an important reference point when reviewing the asset management costs that plan participants are paying in a fund lineup.

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  • Is the Netflix model the next big thing in law firm billing?

    Summer 2019
    Newsletter: Law Firm Management

    Price: $225.00, Subscriber Price: $157.50

    Word count: 606

    Abstract: More law firms are beginning to reconsider their billing practices, whether in response to client demands, stagnant revenues or other factors. Although alternative fee arrangements such as flat fees, contingent fees and blended rates have topped the list of options for some time, a new approach slowly is gaining ground — subscription-based legal services. This article examines the case for subscriptions and some steps firms can take to implement this kind of billing.

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  • New overtime rules could inflate payroll expenses

    Summer 2019
    Newsletter: Nonprofit Observer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 606

    Abstract: A proposed rule, recently issued by the U.S. Department of Labor, would update the overtime exemptions for so-called white-collar workers under the Fair Labor Standards Act. If finalized, the new rule could lead to higher compensation and payroll tax expenses for employers, including nonprofits. This article describes current regulations governing overtime and the proposed changes to them. It also spotlights some strategies that can be used to reduce overtime expenses.

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  • CECL’s impact on bank acquisitions

    Summer 2018
    Newsletter: Community Banking Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 606

    Abstract: As the effective date of the new Current Expected Credit Loss (CECL) model approaches, most banks are focusing on adoption of the new standard and making the changes necessary for a smooth transition. But for banks that plan to grow via acquisition, it’s also important to consider how the standard will affect their accounting for loans and other financial instruments acquired in these transactions. This article discusses CECL’s impact on acquisition accounting and the additional due diligence required.

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  • Passport to M&A success – Selling to an international buyer

    August / September 2017
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 606

    Abstract: Selling a U.S.-based business to a foreign company is different from the typical domestic deal. This article highlights potential challenges, including cultural differences, varying standards of value and extra effort required during the due diligence process. It encourages sellers to work with experts who have international M&A and business valuation experience.

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  • Valuation vs. lost profits – Quantifying damages for breach of fiduciary duty

    May / June 2016
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 606

    Abstract: Business valuations can play a critical role in many types of litigation. But those valuations have certain limits. This article discusses how one trial court handled a valuation analysis.

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  • Checklist for protecting your child’s financial future

    November / December 2015
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 606

    Abstract: The birth or adoption of a child is cause for celebration, but it also carries heavy responsibilities. This article outlines steps to take to secure a child’s financial future, including making a will, buying life insurance and setting up an education savings account.

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  • Check your company’s financial pulse with a WIP report

    Fall 2014
    Newsletter: Construction Industry Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 606

    Abstract: After a project is completed, it’s useful to perform a “postmortem” to not only analyze what went right and what went wrong, but also apply the lessons to improving performance on future projects. But what about current jobs? Using work-in-process (WIP) reports, contractors can monitor vital signs while jobs are in progress and then, if needed, look for ways to breathe new life into them. This article explains how.

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  • Treat salespeople like the valuable assets they are

    June / July 2014
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 606

    Abstract: Knowledgeable, experienced salespeople with strong customer relationships are worth their weight in gold. So it’s important to avoid alienating this valuable group of employees during the integration stage of an acquisition. This article explains how to convince sales staff of the merger’s merits and involve them in the planning process.

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  • Price isn’t everything — Why sellers need to look at the bigger picture

    August / September 2012
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 606

    Abstract: It’s easy to understand why a selling owner would assume that the highest acquisition offer is the best one. But successfully selling a business isn’t that simple. Sellers must consider a range of factors, including financing risk, deal structure, regulatory concerns, organizational compatibility, and just plain gut feelings.

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  • What you should know about measuring fair value before your next audit

    Year End 2009
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 606

    Abstract: The Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) 820, Fair Value Measurements and Disclosures, defines fair value, establishes a framework for measuring fair value and outlines necessary financial disclosures about fair value measurements. Formerly referred to as FASB Statement of Financial Accounting Standards No. 157 (SFAS 157), ASC 820 significantly changes how companies disclose fair value in their financial statements and how they can fairly value certain assets or liabilities for which no market exists. This article takes a closer look at why plan sponsors should know about ASC 820.

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  • The right trust can help shield assets from creditors

    August / September 2009
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 606

    Abstract: More than ever, people are looking for ways to protect their assets — and with good reason. With the erratic stock market and weakened home values, threats such as a frivolous lawsuit or a forced bankruptcy filing could sink a business owner’s financial ship. Or, he or she may be more concerned about threats to assets being passed to children. All of these threats can be battled by placing assets in a trust — but not just any trust. Spendthrift trusts and offshore trusts may offer special protection — although there are some caveats.

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  • Spending limits – Initiatives zero in on endowment management

    February / March 2009
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 606

    Abstract: That mouthful of words — the Uniform Prudent Management of Institutional Funds Act (also known as UPMIFA) — is likely in your vocabulary by now. As of year end, one-half of U.S. states had enacted UPMIFA and the legislation had been introduced in several more states. UPMIFA updates and standardizes investment and expenditure policies for nonprofits. Learn, in a nutshell, how the law requires organizations to prudently manage investments and control expenditures.

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