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Showing 1–16 of 29 results

  • Family education trusts – Leave a lasting legacy for your heirs

    August / September 2021
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 629

    Abstract: Providing for the educational needs of children, grandchildren and even future generations is an honorable estate planning objective. To achieve this goal a person can use a 529 plan, but after death, there’s no guarantee that subsequent plan owners will continue to use it to fulfill the original vision. An alternative strategy is to create a family education trust that invests in one or more 529 plans. This article explores a 529 plan’s flexibility and explains the benefits of having a family education trust hold a 529 plan.

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  • What does “probate” mean?

    June / July 2021
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 629

    Abstract: The term “probate” is one people may have heard and might associate with negative connotations, but they may not fully understand what it is. The term may conjure images of lengthy delays waiting for wealth to be transferred and bitter disputes among family members. Others, because the process is open to the public, worry about their “dirty laundry” being aired out in the open. This article defines probate and details strategies to avoid it.

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  • Federal Circuit diverges from PTAB on analogous art ruling

    June / July 2021
    Newsletter: Ideas on Intellectual Property Law

    Price: $225.00, Subscriber Price: $157.50

    Word count: 629

    Abstract: As patent owners are well aware, sometimes overcoming invalidating prior art can be difficult. Prior art — which makes an invention known and/or obvious, and therefore unpatentable — includes existing patents that are “analogous art.” But what makes an existing patent analogous? This article reviews a case from the U.S. Court of Appeals for the Federal Circuit, which handles all patent-related appeals, that explains the concept of analogous art. Donner Technology, LLC v. Pro Stage Gear, LLC, No. 20-1104 (Fed. Cir. Nov. 9, 2020).

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  • 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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