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Showing 1–16 of 32 results

  • Help your borrowers avoid bad debt write-offs

    October / November 2019
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 627

    Abstract: Lenders can help borrowers avoid bad debt write-offs and strengthen their own loan portfolios by offering tips on how to improve the effectiveness of billing processes. This article suggests several ways businesses can improve payment schedules, including making reminder calls and conducting due diligence on customers. The article notes that providing useful advice to borrowers can enhance lending relationships.

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  • Take it or leave it? How to handle your 401(k) plan when you retire

    September / October 2019
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 627

    Abstract: A major decision for those who are newly retired, or planning on retiring soon, is deciding what to do with the savings accumulated in their company’s 401(k) plan. This article takes a look at various factors to consider before making a decision.

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  • Coming to a family consensus on moving a parent to a nursing home

    September / October 2019
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 627

    Abstract: Estate and financial plans must account for all family members, and that includes aging parents and in-laws. This article explores the many issues to consider before moving a parent into a nursing home.

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  • Best practices for effective board meeting minutes

    Spring 2019
    Newsletter: Nonprofit Observer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 627

    Abstract: Meeting minutes may seem like the least important aspect of your nonprofit’s board meetings, but they’re critical to protecting your organization and demonstrating your directors’ proper execution of fiduciary duty. This article provides tips on preparing clear and comprehensive minutes. A sidebar talks about documenting closed-door executive sessions.

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  • Is there a “MEP” in your future? Streamlined retirement plan model under review

    Year End 2018
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 627

    Abstract: For small employers, the costs of administering a retirement plan can be intimidating. Legislation in Washington could provide some relief — particularly for very small employers — by easing regulatory restrictions covering “multiple employer plans” (MEPs). This article highlights how the changes will help small employers participate in MEPs.

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  • Does your estate include intellectual property?

    November / December 2018
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 627

    Abstract: If one has invented something during his or her lifetime and had it patented, their estate includes intellectual property (IP). The same goes for any copyrighted works. These assets can hold substantial value, and, thus, must be addressed by the person’s estate plan. This article explores how IP assets are generally treated differently than other types of property.

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  • Tax credit could prompt more paid family and medical leave

    July / August 2018
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 627

    Abstract: The TCJA introduces a new tax credit for businesses that voluntarily offer paid family and medical leave to their employees ― a tax break that could make it more affordable for dealerships to provide this employee benefit to their workers. This article explains how to qualify for the credit and its potential financial value to a dealership.

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  • Tax credit could prompt more paid family and medical leave

    Summer 2018
    Newsletter: Auto Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 627

    Abstract: The TCJA introduces a new tax credit for businesses that voluntarily offer paid family and medical leave to their employees ― a tax break that could make it more affordable for dealerships to provide this employee benefit to their workers. This article explains how to qualify for the credit and its potential financial value to a dealership.

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  • Navigating your way through the senior housing maze

    March / April 2018
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 627

    Abstract: When it comes to housing for seniors, the number of options can be daunting. This article explains how to make the best choice for elderly relatives given their budget, level of care needed and distance to family and friends.

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  • Unlock the door to success – The importance of key performance indicators

    Winter 2018
    Newsletter: Law Firm Management

    Price: $225.00, Subscriber Price: $157.50

    Word count: 627

    Abstract: Successful law firms know that long-term sustainability requires constant self-examination and -evaluation. These firms often rely on key performance indicators (KPIs) to help them make more informed decisions when charting their futures. This article reviews financial KPIs that firms should consider.

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  • The enemy within – How can you prevent employee fraud?

    Year End 2017
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 627

    Abstract: Occupational, or employee, fraud is an ongoing hazard to businesses’ bottom lines. It can take several forms, from skimming, to billing schemes, to corruption, to asset misappropriation. This article discusses ways business owners and management can prevent employee fraud and reduce its impact, such as separating duties and using physical controls. The article suggests that taking some of these commonsense steps can reduce the potential for employee fraud.

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  • Unclear job descriptions can lead to ADA claim confusion

    September / October 2016
    Newsletter: Employment Law Briefing

    Price: $225.00, Subscriber Price: $157.50

    Word count: 627

    Abstract: When an employee was driven out of her job she sued her employer for failing to accommodate her disability. The trial court granted summary judgment in favor of her employer, but the Fourth Circuit had a different opinion. This article outlines the facts of the case and explains why the appeals court reversed the trial court. Stephenson v. Pfizer, Inc., No. 14-2079, March 2, 2016 (4th Cir.)

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  • Privacy protections: Making mobile devices more secure

    Summer 2016
    Newsletter: Rx for Practice Management / Practice Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 627

    Abstract: In today’s technologically sophisticated society, private information is more vulnerable than ever before. At the same time, physicians increasingly use some type of mobile device to access health care data. This article addresses a number of security and privacy concerns typically faced by medical practices.

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  • Any way you slice it – How to put email list segmentation to work for you

    June / July 2016
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 627

    Abstract: Email segmentation can help a nonprofit increase the effectiveness of each communication by getting the right messages to the right people. This article highlights the benefits of segmentation and suggests ways to segment an email list by, for example, simple demographics, past actions and interests.

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  • Communication breakdown: A Title VII case

    May / June 2015
    Newsletter: Employment Law Briefing

    Price: $225.00, Subscriber Price: $157.50

    Word count: 627

    Abstract: Communication is an important part of just about every job. But say an employee’s strong speaking accent prompts the employer in question not to renew her contract. Is this tantamount to disparate treatment based on national origin under Title VII of the Civil Rights Act of 1964? This article looks at a recent case in which this very question was considered. Fong v. School Board of Palm Beach County, No. 13-10393, Nov. 4, 2014 (11th Cir.)

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  • Taxation of college financial aid

    May 2015
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 627

    Abstract: A variety of types of student financial aid are available: for example, scholarships, fellowships, grants, work-study arrangements and student loans. But the economic characteristics of financial aid, rather than how it is titled, will determine its taxability. This article explores tax law as it applies to the various forms of aid.

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