608
Showing 17–27 of 27 results
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Beyond the eye of the beholder – How objective is your appraisal process?
Spring 2015
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 608
Abstract: Customers are often wary of trading in their vehicle at a dealership because of what they fear might be an unfair valuation of their car or truck. But trade-ins are important to dealerships because they can be necessary to make a sale. So, when a customer walks in the door inquiring about a trade-in, the dealership better have an effective appraisal process in place.
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It’s not too late! Boosting retirement savings with catch-up contributions
January / February 2015
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 608
Abstract: For workers 50 or older who are late to the savings game, it’s not necessarily too late to look forward to a secure retirement. This article explains how catch-up contributions to IRAs and 401(k)s can accelerate one’s progress, along with options available for the self-employed.
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Supreme Court allows early rebuttal of efficient markets theory
Fall 2014
Newsletter: Expert / Valuation & Litigation Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 608
Abstract: A recent U.S. Supreme Court ruling could have a significant effect on private securities fraud class actions. This article describes how the Court gave corporate defendants the right to rebut the efficient markets theory presumption at the class certification stage. Allowing such rebuttals could make bringing class actions more difficult for shareholders. The court, however, didn’t go as far as many corporations had hoped. Halliburton Co. v. Erica P. John Fund, Inc. (U.S. 2014) Basic Inc. v. Levinson (U.S. 1988)
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Power of attorney abuse: What can you do about it?
February / March 2014
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 608
Abstract: A financial power of attorney — sometimes called a “power of attorney for property” or a “general power of attorney” — can be a valuable planning tool. But it’s susceptible to abuse by scam artists, dishonest caretakers or greedy relatives. A broadly written power of attorney gives an agent unfettered access to the principal’s bank and brokerage accounts, real estate, and other assets. This article explains how to look out for the interests of loved ones and lists steps that can prevent abuse.
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Assessing your company’s value — priceless
Fall 2008
Newsletter: Construction Industry Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 608
Abstract: Contractors often decide to assess their companies’ values because of a change in ownership. But valuations also can be crucial in determining how much they can borrow, whether it’s smart to aggressively grow their businesses or hold steady, and whether their estate plans need updating. This article provides a primer on the three valuation methods typically used when valuing a construction business. A sidebar explains why it’s critical to get a valuation done when preparing to sell a business. (Updated 2/27/12)
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Partial sales: Have your cake and eat it too
October / November 2011
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 608
Abstract: Business owners frequently are torn between the desire to sell their company to realize liquidity and reluctance to lose what’s been their life’s work. However, with a partial sale it’s possible both to raise cash and retain control over the company. This article discusses two common methods of undertaking a partial sale: 1) allowing investors to acquire a minority stake in the company, and 2) recapitalization — replacing current sources of financing with new ones.
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Are you blogging for ideas?
Spring 2011
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 608
Abstract: Blogs enable nonprofits to learn from their peers about topics of mutual interest. But not all blogs are equal in terms of quality and accuracy. This article lists a number of reputable blogs, and what they offer to help not-for-profits deal with their challenges. There are also dozens of blogs sponsored by consultants, including experts in fundraising, marketing, grant proposal writing, using social media and other areas. But it’s important for organizations that are visiting or sponsoring corporate blog sites to create policies that mitigate some of the risks and ensure that employees and board members are on the same page with their participation in blogging.
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Tax reduction strategies for a growing family
January / February 2011
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 608
Abstract: Raising children today is expensive, but there are a number of strategies to help ease the burden. As this article explains, these include exemptions, tax credits, Education Savings Accounts, and 529 plans.
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Handle foreign tax credits with care
Year End 2010
Newsletter: Public Company Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 608
Abstract: The foreign tax credit (FTC) is designed to help prevent double taxation of multinational companies’ foreign source income. But, to restrict or eliminate certain international tax planning techniques, Congress recently placed new limits on uses of the FTC. This article advises companies with foreign income to exercise care to avoid unpleasant tax surprises.
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Eliminate the creep! How to manage indirect costs
Fall 2009
Newsletter: Construction Industry Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 608
Abstract: What a construction company spends on project management, repairs, small tools, office trailers and so forth can easily creep up on it. These indirect job costs — if not properly allocated to their projects — can cause overhead to increase and profitability to suffer. It’s important to break down and analyze spending, and determine how indirect costs affect projects. A contractor should also review the amounts it’s paying vendors. Set up correctly, an indirect-cost allocation system can help a contractor to bid projects more realistically and build up its bottom line.
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FASB revamps M&A accounting rules
Fall 2008
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 608
Abstract: If your bank’s growth strategy includes mergers and acquisitions, you need to understand the implications of Financial Accounting Standards Board (FASB) Statement No. 141R (SFAS 141R), which includes a move to recognize assets acquired and liabilities assumed at their acquisition-date fair values.