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Showing 1–16 of 26 results
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The ins and outs of Medicare audits
Summer 2022
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 618
Abstract: Medicare audits are an unpleasant fact of life for physicians and their medical practices. In today’s highly automated environment, in which claims data can be analyzed quickly and easily, any physician who practices medicine long enough will almost certainly wind up at the receiving end of one. This article offers suggestions on how physicians can ensure they withstand a Medicare audit — and come out on top by staying aware of how audits work and knowing how to respond to one.
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Watching costs is always a smart investment
Fall 2021
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 618
Abstract: Both for-profit businesses and nonprofit organizations are looking for ways to conserve costs in the aftermath of the COVID-19 pandemic and resulting nationwide economic crisis. Nonprofits looking for a path forward out of the pandemic economy have had to strategically cut costs to contain expenses. This article provides some suggestions to help guide nonprofits in the quest to reduce costs.
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Valuing “synergies” in M&A
March / April 2020
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 618
Abstract: In mergers and acquisitions (M&As), it’s often said that the combined entity is more valuable than the sum of its parts. The reason is related to a concept known as “synergies,” which are benefits to a specific strategic buyer. This article discusses two types of synergies, the benefits to sharing synergies and a risk-based approach for estimating their values.
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Valuing “synergies” in M&A
March / April 2020
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 618
Abstract: In mergers and acquisitions (M&As), it’s often said that the combined entity is more valuable than the sum of its parts. The reason is related to a concept known as “synergies,” which are benefits to a specific strategic buyer. This article discusses two types of synergies, the benefits to sharing synergies and a risk-based approach for estimating their values.
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What’s new with the kiddie tax?
October / November 2019
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 618
Abstract: One of the outcomes of the Tax Cuts and Jobs Act is that children with unearned income may find themselves in a higher tax bracket than their parents. Under the “kiddie tax,” as it’s sometimes referred to, a child’s unearned income is taxed according to the tax brackets for trusts and estates, under which the highest tax rates kick in at far lower income levels. This article explains the origins of the kiddie tax and details kiddie-tax-saving strategies.
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Growing pains – 5 tips for boosting core deposits
Winter 2019
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 618
Abstract: As interest rates continue to rise, competition among banks for core deposits is heating up. This creates a challenge for community banks striving to grow their core deposits to fund lending activities. This article offers five tips for attracting core deposits while keeping costs under control, such as the need to avoid short-term fixes, focus on service and specialize.
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Data analytics – Prove it: Use facts to tell your story
October / November 2018
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 618
Abstract: A nonprofit’s constituents want to know facts about the organization, not wishful thinking. Enter data analytics, the science of collecting and analyzing sets of data to develop useful insights, connections and patterns that can lead to more informed decision-making. This article highlights the basics of data analytics, and the planning and execution required to make it a success.
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Will your expert pass the Daubert test?
September / October 2018
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 618
Abstract: A financial expert may be disqualified from testifying if his or her methods aren’t reliable and proven. This article explains the questions that are asked in a Daubert challenge, how the process works and potential pitfalls to avoid. Daubert v. Merrell Dow Pharmaceuticals Inc., 113 S.Ct. 2786, June 28, 1993
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Is collaborative divorce right for your client?
May / June 2018
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 618
Abstract: Since the concept of “collaborative divorce” was introduced in the 1990s, it’s been gaining momentum as a creative, cost-effective alternative to the traditionally adversarial divorce process. This article provides an overview of collaborative divorce, including how it works, advantages, potential pitfalls — and the role of the financial expert.
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What are the limits on fringe benefits for pass-through entity owners?
Winter 2018
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 618
Abstract: S corporations, partnerships and limited liability companies (LLCs) that are treated as partnerships for tax purposes qualify for “pass-through” taxation. This treatment generally offers an advantage over C corporations, except when it comes to fringe benefits provided to owners. This article explains how fringe benefits for pass-through entity owners may be treated differently from those provided for regular employees and C corporation shareholder-employees.
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Tip of the iceberg – Uncovering hidden liabilities
Year End 2017
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 618
Abstract: A borrower’s financial statements may look good, but they might not provide a full picture of the business’s financial health. It’s important for lenders to be aware that what’s undisclosed could be just as significant as the disclosures. This article highlights the need for lenders to be alert for misrepresentations or the failure to fully account for both assets and liabilities on the balance sheet, whether they’re merely unrecorded or deliberately hidden.
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Co-management arrangements – Rewarding quality and efficiency can be a win-win
Fall 2017
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 618
Abstract: One way for physicians and other medical providers to improve the efficiency and quality of their services is to use the system of clinical co-management to implement a rewards structure for participants. This article describes co-management arrangements and discusses their control issues, as well as their potential legal implications. The article points out that, in the right circumstances, a co-management arrangement can be beneficial to everyone involved.
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Sweat the small stuff – How to detect and prevent expense reimbursement fraud
May / June 2016
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 618
Abstract: Companies often overlook expense reimbursement fraud because of the relatively small amounts involved. But these amounts can add up quickly. Expense reimbursement schemes are common, accounting for 14% of all occupational frauds. This article explains how forensic accounting experts help companies detect expense reimbursement fraud and implement measures to prevent it from recurring in the future.
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Watch out! Tax return changes are just around the corner
April / May 2016
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 618
Abstract: Most taxpayers have likely already filed their tax returns and are looking forward to thinking about anything other than taxes. While that’s understandable, it’s critical that taxpayers remember certain tax deadlines and be aware that there are several important deadline changes for some types of tax returns. This article discusses deadlines for S and C corporations, partnerships, FBAR filers and mortgage lenders.
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Managing finances following the death of a spouse
January / February 2016
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 618
Abstract: When a husband or wife dies, the surviving spouse usually feels overwhelmed by the many difficult challenges that lie ahead, including addressing financial matters. This article explains how surviving spouses should gather financial records, claim life insurance and employee benefits, and update accounts.
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M&A fraud – Save your deal with comprehensive due diligence
March / April 2015
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 618
Abstract: Despite how great a merger and acquisition (M&A) may look on paper, some M&A transactions can be threatened by occupational fraud, which occurs when an employee deliberately misuses or misapplies an employer’s resources or assets. This article explains what business buyers and their advisors should know to help detect and prevent M&A fraud. The article notes that, while valuation experts aren’t auditors and can’t be held responsible for finding fraud, they are well suited to conducting due diligence and can help acquiring companies, outside experts and attorneys evaluate M&A transactions.