624

Showing 1–16 of 19 results

  • Factoring fraud into the business valuation equation

    July / August 2018
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 624

    Abstract: Business valuations typically are not designed to unearth fraud. But experts need to be on the lookout for signs of fraud and, when necessary, may expand the scope of the engagement to include forensic accounting services. This article explains how business valuation experts assess fraud risks and adjust their procedures to achieve an accurate conclusion.

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  • Getting to know your credit and debit cards a bit better

    April 2018
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 624

    Abstract: Virtually everyone has a credit and debit card these days. But many people still live in fear of these plastic necessities because they’re unfamiliar with the fine print of the arrangements involved. This article explores the potential liability of both credit and debit cards, and suggests some sensible risk management steps to take.

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  • Tuck-in acquisitions take work to succeed

    February / March 2018
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 624

    Abstract: “Tuck-in” acquisitions occur when a larger company acquires a smaller one with similar products and services and folds that business into its existing operations. Although popular, these transactions don’t always run as smoothly as their name might imply. This article provides tips to help ensure the successful integration of tuck-in acquisitions.

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  • Getting to know your credit and debit cards a bit better

    Spring 2018
    Newsletter: Business Matters

    Price: $225.00, Subscriber Price: $157.50

    Word count: 624

    Abstract: Virtually everyone has a credit and debit card these days. But many people still live in fear of these plastic necessities because they’re unfamiliar with the fine print of the arrangements involved. This article explores the potential liability of both credit and debit cards, and suggests some sensible risk management steps to take.

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  • How to better evaluate borrower performance – Understand the percentage of completion method

    October / November 2017
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 624

    Abstract: Gaining an understanding of the specific accounting methods borrowers use can help lenders better evaluate their borrowers’ financial status and whether they’re generating sufficient revenues over time. This article discusses one such method: percentage of completion. The article provides a brief example to illustrate how the percentage of completion method works in the context of industries that enter into long-term contracts, such as homebuilders, commercial developers, architects, creative agencies and engineering firms.

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  • Assessing fraud risks – Valuation professionals factor fraud into the valuation equation

    November / December 2016
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 624

    Abstract: When fraud strikes, it can have a major impact on a company’s value. An important part of the business valuation process is identifying potential fraud risks and gauging whether management has taken appropriate action to mitigate those risks. This article explains how valuation professionals conduct a fraud risk assessment that’s customized based on the subject company’s size and industry, as well as what to do when fraud risks materialize.

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  • What does it mean to operate “lean”?

    Year End 2016
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 624

    Abstract: Thirty years ago, “lean” manufacturing was an innovative concept — and it’s still relevant today. Lenders may need to remind their manufacturing borrowers that the secret to staying lean is continuous improvement. This article provides a brief overview of the four cornerstones for building a lean foundation.

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  • When a bargain isn’t a bargain – Factors to consider when purchasing property

    July / August 2016
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 624

    Abstract: Although today’s real estate market has improved, one can still find investment properties at bargain prices. But, as with any real estate investment, that price may be too good to be true. This article discusses important factors to consider beyond purchase price.

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  • SEC updates unbundling guidance for M&A votes

    April / May 2016
    Newsletter: Public Company Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 624

    Abstract: Late last year, the SEC modified its guidance on the proxy “unbundling” rule. The unbundling rule — found in SEC Rule 14a-4(a)(3) — requires that proxy statements “identify clearly and impartially each separate matter intended to be acted upon.” This article notes examples of material amendments that would require a separate vote, explains how existing guidance is expanded to require a separate vote by the target’s shareholders as well, and discusses the impact of these changes.

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  • News for Nonprofits – Guide helps foundations explore impact investing

    February / March 2016
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 624

    Abstract: This issue’s “News for Nonprofits” highlights a new guide on impact investing, a report showing that female leaders’ pay lags behind men’s at nonprofits, Facebook’s new “Donate Now” button, and ABLE accounts, which can help individuals with disabilities.

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  • Improving your revenues with proven business practices

    Fall 2014
    Newsletter: Rx for Practice Management / Practice Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 624

    Abstract: There are many things that can affect a medical practice’s revenues. External factors, such as the economy or changing demographics, can be beyond one’s control. But there are still ways that a practice can boost its revenues. It starts with proven business practices. This article discusses the need to create basic budgets, examine billing and collections thoroughly, and review all expenses, including maintenance and service contracts. It also looks at job duties, health insurance coverage and marketing efforts.

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  • Donating property? — Don’t skimp on the appraisal

    November / December 2012
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 624

    Abstract: When donating property to charity, it’s critical to comply with tax rules for substantiating the value of the gift. Otherwise, the IRS may deny the entire charitable deduction, even if the valuation is spot-on. This article shows that, with most large donations of property, the property must be appraised by a qualified appraiser. It explains what constitutes a “qualified appraiser” and what must be involved in the appraisal itself. Citation: T.C. Memo. 2012-152, 5/29/12

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  • Matching gifts can double your donations

    Summer 2012
    Newsletter: Nonprofit Observer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 624

    Abstract: As the economy improves, corporate matching funds are likely to become more common again. Nonprofits that have neglected this potentially rewarding source of funds should consider refocusing their efforts. This article provides tips on boosting matching gifts, including building a directory of local employers that match and creating a matching pool of board members and major donors.

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  • Roth IRAs for kids

    April 2012
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 624

    Abstract: For those who have a child who works, it’s worth encouraging him or her to use some of the earnings for Roth IRA contributions. This article offers examples of how even modest contributions can grow to large amounts, and explains why a Roth IRA is generally preferable to a traditional IRA for those in this age group.

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  • Do you think all financial statements are created equal?

    Spring 2011
    Newsletter: Community Banking Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 624

    Abstract: When sitting down to review a customer’s financial statements, banks shouldn’t forget to consider the differences between public and private companies, the customer’s incorporation type, and the accounting method used. This article discusses the details of these factors to help banks take into account their borrowers’ differences.

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  • Estate planning for digital assets

    May / June 2010
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 624

    Abstract: Today, many people conduct their transactions online and have accumulated significant “digital assets” that require special consideration in their estate plan. This article looks at how the lack of a paper trail can create problems after a person dies in terms of both locating and accessing assets. It also provides suggestions for securely documenting such information for heirs.

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