609
Showing 1–16 of 24 results
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7 tasks for a successful nonprofit finance committee
Spring 2023
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 609
Abstract: A nonprofit’s finance committee oversees and keeps its board of directors apprised of the organization’s overall financial health. This should be more than simply scanning financial reports. An active finance committee is crucial to maintain a nonprofit’s health and reputation. The success of a finance committee depends on the board, staff and committee members understanding the committee’s duties. This article highlights seven tasks for a successful nonprofit finance committee.
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Shopping around to get the best financing for your business
Fall 2022
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 609
Abstract: It can be difficult for a small business owner to discern what type of financing will best serve the business and help it thrive through difficult financial times. This article points out that whether it’s the need for new, more technologically advanced equipment or an opportunity to expand operations, owners need to shop around to familiarize themselves with the different financing options available before they “buy” into a particular borrowing strategy.
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Look before you leap – Factors to consider before accepting a grant
Spring 2022
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 609
Abstract: Most nonprofits look to government and/or foundation grants to help finance goals. These grants are fundamental in expanding an organization’s reach. But organizations may find it difficult to quantify all the costs and benefits associated with a potential grant. Nonprofits that don’t do their research before accepting money could face problems down the road. This article summarizes the risks of blindly accepting grants, how administrative burdens can undermine a grant’s face value, and the possibility that expenses aren’t allowable or reimbursable under a grant.
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Charitable giving – Spotlight on pooled income funds
March / April 2022
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 609
Abstract: For the charitably inclined, there are several ways to satisfy philanthropic objectives, receive tax benefits and even generate income. One option is the pooled income fund (PIF). This article shows how PIFs can provide some of the same benefits of a charitable remainder trust for a fraction of the set-up and operational costs.
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Behold the 21st century will: the e-will!
October / November 2021
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 609
Abstract: A will is commonly drafted in a lawyer’s office in the presence of witnesses and a notary public. However, this scene is slowly changing with the rising popularity of electronic wills (e-wills). This article discusses the Uniform Electronic Wills Act and lists the advantages and disadvantages of e-wills.
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Year-end tax planning for mutual funds
September / October 2021
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 609
Abstract: As the end of the year approaches, it’s a good time for individuals to review their financial situations and consider strategies for lowering their tax bills. This article examines year-end planning tips for mutual fund investors.
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How will financial reporting changes affect the valuation process?
July / August 2020
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 609
Abstract: The Financial Accounting Standards Board has issued several major updated accounting standards in recent years, and the implementation process is underway. This article summarizes the changes to revenue recognition, lease and credit loss rules — and how they might impact the process of valuing a private business.
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How will financial reporting changes affect the valuation process?
July / August 2020
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 609
Abstract: The Financial Accounting Standards Board has issued several major updated accounting standards in recent years, and the implementation process is underway. This article summarizes the changes to revenue recognition, lease and credit loss rules — and how they might impact the process of valuing a private business.
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3 steps to effective benchmarking
April / May 2020
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 609
Abstract: Benchmarking an organization against set standards for productivity — and, yes, profitability — is a widely recognized method for boosting nonprofit performance. Yet many nonprofits engage in the practice only sporadically, forfeiting some significant benefits. This article eases the process by offering a three-step sequence.
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Can the cash conversion cycle help determine liquidity?
Year End 2019
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 609
Abstract: A key factor when assessing whether a borrower will be able to make timely repayments of a loan is liquidity. There are several metrics lenders can use in this analysis, including the current or quick ratio. But this article focuses on the cash conversion cycle (CCC) metric. Using several hypothetical examples, it defines the CCC and explains how it works. The article points out that the CCC, as well as other liquidity metrics, can help lenders stay up to speed on ways to assess the risks — and rewards — their borrowers present.
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Mitigate risk with insurance coverage
Winter 2019
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 609
Abstract: It’s important for physicians to understand the various types of insurance available — above and beyond malpractice insurance. Whether that insurance is medical or business-related, physicians need to determine whether the risk entailed is great enough to require coverage. This article lists some common types of medical practice insurance and explains what issues they address so that physicians can ensure they don’t take unnecessary risks with their long-term profitability.
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What happens to taxes in the gig economy?
August / September 2018
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 609
Abstract: Gig workers accounted for 15.8% of workers in 2015, up from 10.1% in 2005, according to researchers at the National Bureau of Economic Research. And the percentage is only increasing. This article looks at the way gig workers pay taxes, which differs from the way they would as employees. Because an employer typically isn’t withholding money from paychecks to cover gig workers’ tax obligations, they’re responsible for making federal income tax payments and possibly for paying state income tax. This article looks at the ins and outs of gig workers’ tax responsibilities and emphasizes the importance of keeping accurate, timely records of revenue and expenses.
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Explore new business lines and boost fee income
Summer 2017
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 609
Abstract: Many community banks wanting to increase their competitiveness are exploring new business lines, such as SBA lending, municipal finance and insurance premium financing. This article discusses several of these potential business lines and their benefits. The article points out that such tactics may be worth a look for banks wishing to expand their lending options and boost fee income.
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The new normal: Patient responsibility and the revenue cycle
Spring 2016
Newsletter: Healthcare Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 609
Abstract: High deductible health plans — also known as HDHPs — are becoming increasingly common these days as patients shoulder more of the financial burden for their health care. That means that hospitals need to collect a greater percentage of their revenues directly from patients. Unfortunately, that change can have negative effects on the revenue cycle. This article discusses some of the specific challenges.
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The family vacation home – Relax — but don’t relax the rules
Year End 2015
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 609
Abstract: A shared family vacation home can be a great place for family bonding, but don’t get too relaxed. A little planning — together with some clear rules about the usage of the home — can go a long way toward avoiding conflict and tension and keeping the home in the family. This article reviews what to consider when forming a plan for a vacation home.
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Factoring fraud into the valuation equation
January / February 2015
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 609
Abstract: Fraud can devastate a closely held business, and valuators do take fraud risks into account when appraising a private business interest. This article discusses the results of a biennial fraud study that looks at who is most at risk for fraud. The article also explains how fraud risks affect value.