619
Showing 1–16 of 22 results
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Ransomware attacks on the rise
September / October 2023
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 619
Abstract: Cyber insurance providers — including Marsh and Resilience — are reporting upticks in ransomware claims in 2023. This article highlights this trend and provides best practices for preventing and responding to these attacks.
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Factoring external market conditions into a valuation
January / February 2023
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 619
Abstract: Outside forces — such as government regulation, global competition, interest rates, labor supply and tax policy — may influence an organization’s estimated value. This article discusses how valuators size up current and future economic conditions and synthesize them into a meaningful value estimate.
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Who should you name as your children’s guardian?
Year End 2022
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 619
Abstract: Parents of young children likely have put a lot of thought into raising their kids, ranging from schooling to activities to religious upbringing. But what happens if a parent (or both) should unexpectedly die? This article explains why it’s so important to name a guardian in one’s estate plan.
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What investors need to know about stock splits
January / February 2022
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 619
Abstract: From time to time, public companies announce stock splits or reverse stock splits. This article explains what this means — and what it doesn’t. For example, when a company announces a stock split, it’s usually because management believes the stock price has gotten too high relative to its peers and that a lower price will boost liquidity. But contrary to what some investors may believe, stock splits don’t increase the value of stock holdings.
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How a CRT can work as a “stretch IRA” substitute
January / February 2021
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 619
Abstract: Until recently, “stretch” IRAs offered significant advantages by allowing distributions to be spread over decades. But the SECURE Act reduced those benefits. This article looks at a couple of strategies that can replicate some of the benefits of a stretch IRA, including using a charitable remainder trust.
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Nonphysician providers could enhance your practice
Fall 2020
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 619
Abstract: In these volatile economic times, adding staff to a medical practice may be counter-intuitive. But hiring one or more nonphysician providers (NPPs) may help round out the staff, helping the practice respond more effectively to changing needs. This article points out that NPPs can fill a niche and provide high-quality services to patients while relieving pressure on the physicians.
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Influencer marketing comes to nonprofits
Fall 2020
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 619
Abstract: With the competition for donation dollars fierce these days, nonprofits increasingly are turning to so-called influencers — celebrities, famous entertainers and others — to help drum up interest in a cost-efficient manner. This article provides nonprofits what they need to know to get started.
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How to make sure your family business stays in good hands
April / May 2020
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 619
Abstract: Determining the right successor for a family business can be more complex than it first appears. When the time comes to transition ownership and management to a chosen successor, what if that successor isn’t ready or able to meet the challenges? This article points out that obtaining the advice of a trusted advisor or business consultant might be a first step to smoothing the transition. In addition, it offers guidance to help business owners maintain goodwill, fairness and clear thinking while working out succession problems.
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Qualified Opportunity Funds: Estate planning implications
September / October 2019
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 619
Abstract: Created by the Tax Cuts and Jobs Act, the Qualified Opportunity Zone (QOZ) program allows one to defer current capital gains and avoid taxes on future gains by reinvesting gains in a Qualified Opportunity Fund (QOF). QOFs are funds that invest primarily in one or more of the nearly 9,000 QOZs throughout the United States and its territories and meet certain other requirements. This article explains the estate planning benefits of QOFs.
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Pick a winner: Understanding pricing multiples
September / October 2017
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 619
Abstract: Under the market approach, a business’s value is derived by comparing it to real-life transactions involving similar private or public companies. This article outlines common pricing multiples, such as price-to-earnings and price-to-discretionary-income, and discusses some pros and cons.
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When one trustee isn’t enough, consider appointing a trust protector
May / June 2017
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 619
Abstract: When the creator of an irrevocable trust isn’t completely confident that the trustee will carry out his or her wishes, a trust protector may be the solution. This article explains that trust protectors oversee the primary trustee and weigh in on critical decisions, such as the sale of closely held business interests. It also discusses the benefits of appointing a trust protector.
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Are your public company’s internal controls up to par? SEC stepping up enforcement with or without fraud
October / November 2016
Newsletter: Public Company Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 619
Abstract: Public companies must maintain and disclose internal controls over financial reporting (ICFR) under a variety of laws, but the SEC rarely used to pursue charges against companies for internal control deficiencies in the absence of fraud charges. Several years ago, however, the SEC announced its intent to pursue even minor violations, which can lead to more significant transgressions if ignored, as well as ICFR deficiencies that don’t involve fraud. This article discusses one recent enforcement action that reflects the SEC’s more aggressive posture.
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Valuators can take the “stress” out of financial distress
July / August 2016
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 619
Abstract: Business bankruptcies are rising, and economic uncertainty persists in many parts of the country. This article explains how valuators can help determine whether liquidation or reorganization makes more sense, as well as providing guidance on everything from selling assets to shareholder disputes.
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Oops … My family business chose the wrong successor
February / March 2015
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 619
Abstract: If a family business realizes it has chosen the wrong successor, there are several options that might be available. The process begins with getting others’ opinions and then working with the successor to determine where the problem lies. It might not necessarily lie with the successor — but, if the decision is made to pick someone else, this article describes steps to take.
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Not satisfied with the information you need? An electronic dashboard can help clarify the numbers
Summer 2014
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 619
Abstract: Electronic dashboards can help practices better understand their financial standing. This article discusses how to prepare to implement a dashboard by understanding the needed features and assessing the costs. But, to succeed, everyone in the practice must not only accept the concept of evidence-based, data-driven decision making, but also be willing to follow through on decisions made.
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Taking a contractual approach to an FMLA claim
May / June 2014
Newsletter: Employment Law Briefing
Price: $225.00, Subscriber Price: $157.50
Word count: 619
Abstract: When a trucker returned from a leave stemming from issues with substance abuse, he was required to sign a Return to Work Agreement (RWA) proscribing drugs and alcohol. When he relapsed and was terminated, he claimed ADA and FMLA violations. The district court ruled in favor of the employer, and so did the appeals court. This article discusses how the contractual power of the RWA prevailed. Ostrowski v. Con-Way Freight, Inc., No. 12-3800, Oct. 30, 2013 (3rd Cir.)