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Showing 1–16 of 26 results

  • Now more than ever, life insurance is worth considering

    September / October 2020
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 629

    Abstract: The COVID-19 pandemic has changed the way people think about many things — including life insurance. This article helps new purchasers of life insurance navigate the market and choose the appropriate type of policy and amount of coverage.

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  • Consider an SBA loan to grow your business

    June / July 2019
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 629

    Abstract: When searching for small business funding, it’s a good idea to look into the loan programs offered by the U.S. Small Business Administration (SBA). The interest rates and terms can compare favorably with other types of loans. This article explains the basics of how a business can qualify for an SBA loan and provides some examples of the different types of programs available. It also notes that the SBA offers other loan programs geared to, for instance, export financing and veteran-owned businesses.

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  • How journal entries may signal fraud

    March / April 2019
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 629

    Abstract: With a median loss of $800,000, financial statement frauds are the costliest type of white collar crime, according to the 2018 Report to the Nations by the Association of Certified Fraud Examiners (ACFE). This article describes how auditors and forensic accountants can test journal entries to detect financial misstatement, including the benefits of computer-assisted audit techniques.

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  • Economic damages 101 – Learn the ABCs of calculating lost profits and diminished value

    January / February 2018
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 629

    Abstract: The ultimate goal of any economic damages case is to make the plaintiff “whole” again. Many factors go into this assessment. This article covers the basics of how experts quantify lost profits and diminished business value, including potential pitfalls that novice experts need to avoid.

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  • Exhausted yet? SCOTUS clarifies doctrine limiting patent rights

    Year End 2017
    Newsletter: Ideas on Intellectual Property Law

    Price: $225.00, Subscriber Price: $157.50

    Word count: 629

    Abstract: Anyone who has ever tried to avoid the high prices of toner cartridges by purchasing refills from remanufacturers will be interested in a recent ruling from the U.S. Supreme Court — and many patent owners should be interested, too. This article reviews the U.S. Supreme Court’s clarifications to a relevant case involving the patent exhaustion doctrine, which limits a patentee’s rights. Impression Products, Inc. v. Lexmark Int’l, Inc., No. 15-1189, May 30, 2017 (U.S.)

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  • Tax issues can affect kids, too

    October / November 2017
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 629

    Abstract: Taxes can affect minors as well as adults. This article suggests that parents should familiarize themselves with the tax implications of the “kiddie tax,” hiring their children, and setting up IRAs for working teens. The article discusses the ins and outs of the kiddie tax and offers some tax guidelines for parents who hire their own children. In addition, it notes that tax issues surrounding children can be tricky — so good financial advice is key.

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  • Disaster preparedness – Are you ready for a catastrophe?

    Fall 2017
    Newsletter: Auto Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 629

    Abstract: Disaster planning is critical for all companies to help ensure that normal business activities can resume as soon as possible after a disaster strikes. However, dealerships face unique risks when it comes to preparing for catastrophes. This article covers the basics of drafting a disaster recovery plan to keep the business going as well as the importance of reviewing the dealership’s insurance coverage. Tips for preparing for postdisaster communications are included.

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  • For good financial health, take your RMDs

    September / October 2017
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 629

    Abstract: At a certain point, participants in employer-sponsored retirement plans must stop investing and start withdrawing — in the form of required minimum distributions (RMDs) — or pay a severe price. This article covers who must take RMDs, how much they must withdraw annually and how to get the timing right.

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  • Getting the family business ready for succession

    Summer 2016
    Newsletter: Community Banking Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 629

    Abstract: With Baby Boomers in the United States still retiring in droves, your bank’s lending department should be encouraging these borrowers to have a succession plan for their business in place. Such a plan can’t be drafted overnight, and the sooner one is developed, the better prepared the company will be for a leadership transition. This article discusses how to select a successor and plan the transition.

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  • Technology’s dark side: How to prevent ACH fraud

    July / August 2016
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 629

    Abstract: The popularity of the Automated Clearing House (ACH) network, which provides unprecedented payment convenience, is undeniable. But the same technology that enables consumers to easily make electronic payments can also easily be abused by the unscrupulous. This article describes forms of ACH fraud and suggests preventive measures companies and individuals can take to reduce their vulnerability to such crimes.

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  • Hunting for misplaced “goods” – Fraud experts can help recover lost items

    January / February 2016
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 629

    Abstract: One of the most difficult administrative tasks for retailers, manufacturers and contractors is keeping tabs on their inventory. New items are purchased from suppliers, items are sold to customers, obsolete and damaged items are written off, and markdowns periodically occur. Tracking work-in-progress inventory, if applicable, only adds to the complexity. This article explains how a fraud expert monitors inventory and exposes any irregularities — and may advise hiring an outside inventory firm to perform the count and value the inventory.

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  • Shared equity financing arrangements for home ownership

    October 2015
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 629

    Abstract: Adult children may be able to acquire a more expensive home than they might otherwise afford by using a shared equity financing arrangement, under which parents or other relatives share in the purchase and cost of maintaining a house used by the children as a principal residence. This article explains how the arrangement works and discusses the tax implications.

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  • Cash flow — the lifeblood of a dealership

    May / June 2015
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 629

    Abstract: There’s another component of your dealership’s finances that’s at least as important as profits, if not more so: cash flow. Emphasizing profits over cash flow is like putting the cart before the horse. This article discusses why ensuring strong cash flow is critical — without adequate cash to cover overhead and operating expenses, even profitable dealerships can run into financial trouble.

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  • Attract new investors with your business plan

    Year End 2014
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 629

    Abstract: Business plans aren’t only for young companies seeking initial financing. They can also help established companies make strategic decisions and communicate with lenders and investors when they seek new capital infusions. This article describes specific items a business plan should address.

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  • Teach small borrowers to think big

    October / November 2014
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 629

    Abstract: Small private businesses tend to be responsive, innovative, thrifty and focused on core operations. Nonetheless, banks often consider them to be high risk, especially if owners run their businesses like extensions of their personal finances. But, as this article explains, there are a number of healthy big-business practices that small borrowers can embrace — especially if their lenders provide encouragement. Practices discussed include systematic, formal planning, proactive branding, and leveraged operations.

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  • Supporting a punitive damages claim – Does the punishment fit the crime?

    May / June 2014
    Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 629

    Abstract: Punitive damages may represent a significant portion of a plaintiff’s recovery — in some cases dwarfing compensatory damages. But in recent years, the courts have found that punitive damages may offend constitutional due process protections if they are “grossly excessive” in relation to the government’s legitimate interest in punishment and deterrence. This article uses several cases to help readers understand the factors that support punitive damages, the constitutional limits on those damages, and the relationship between punitive and compensatory damages. BMW of North America, Inc. v. Gore, 517 U.S. 559 (1996) State Farm Mutual Automobile Insurance Co. v. Campbell, 538 U.S. 408 (2003) Nickerson v. Stonebridge Life Insurance Co., No. B234271 (Cal. App. Dist. 2, 8/29/2013)

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