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Showing 1–16 of 22 results
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Investors: How to stop worrying and learn to embrace market volatility
May / June 2021
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 630
Abstract: Although market volatility can be unsettling, it has always played a part in financial markets. So it’s important not only to accept volatility, but to embrace the opportunities it can offer. This article suggests that investors choose dollar cost averaging to remove emotion from investing and to rebalance their portfolios regularly to maintain the right risk/reward profile.
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Should you buy or lease your headquarters?
October / November 2020
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 630
Abstract: Current economic challenges are leading many nonprofits to take a close look at their expenses. Their facilities costs may be overlooked during a cost-cutting process because they seem unavoidable. But the choice between renting and buying property to house the organization can have substantial cost implications. This article evaluates the pros and cons of each option.
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Will they or won’t they? SCOTUS makes it easier to recover trademark infringer’s profits
October / November 2020
Newsletter: Ideas on Intellectual Property Law
Price: $225.00, Subscriber Price: $157.50
Word count: 630
Abstract: In yet another eventful season of important U.S. Supreme Court rulings, one decision brings welcome news to trademark owners. The unanimous landmark decision resolved a split among the federal appellate courts. This article reviews the Supreme Court’s decision finding that, while willfulness isn’t a prerequisite to the issue of a profits remedy, the inquiry into willfulness isn’t irrelevant. Romag Fasteners, Inc. v. Fossil Group, Inc., No. 18-1233, April 23, 2020, U.S.
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What are your options to pay for long-term care?
September / October 2020
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 630
Abstract: The cost of long-term home health care or an extended stay at a nursing home or assisted living facility can quickly erase one’s nest egg and derail an estate plan. This article examines three options to help cover the costs of long-term care (LTC): LTC insurance, hybrid insurance and employer-provided plans.
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Help your bottom line – Don’t lose sight of revenue
Winter 2020
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 630
Abstract: Secure and consistent revenue is integral to any successful medical practice’s bottom line. To ensure profitability stays strong, it’s important for physicians to not lose track of what’s actually going on in their business operations. There are several ways physicians can stay on top of the practice’s business processes, including meeting regularly with staff to review reports, having financial benchmarks and getting a sense of what’s normal in other practices. This article explains that understanding the financial ins and outs will free physicians to focus on what they do best — providing the best possible care to patients.
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Key person risks – Help borrowers stay on course when turnover rocks the boat
April / May 2019
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 630
Abstract: One unexpected change that can have a ripple effect within a business is the resignation or departure of a top manager or key employee. It can be difficult to fill some staff members’ shoes, especially over the short term. This article presents some tips lenders can offer borrowers to help them plan for unexpected events and become more resilient in the face of change. Helping borrowers plan for, and adjust to, the loss of a key person will lead to a healthier bottom line for all involved.
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How to make the most of your defined contribution plan
Year End 2017
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 630
Abstract: Most of us will depend on defined contribution plans, such as 401(k) or 403(b) plans, to fund much of our retirement. It’s important for employees to understand how to make the most of the money they’re saving — both short- and long-term. This article suggests some tips for doing so, including staying on top of matching contributions, being aware of the vesting schedule and monitoring fees.
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Building a fraud case
July / August 2017
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 630
Abstract: When business owners suspect an employee is stealing assets or cooking the books, do-it-yourself fraud investigations can be perilous. It’s important for owners to work with an attorney and a forensic accounting specialist to ensure that the case is handled properly and evidence is preserved and admissible. This article discusses best practices in conducting interviews and gathering evidence, as well as ways company insiders can facilitate the investigative process.
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Is a self-directed IRA right for you?
July / August 2016
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 630
Abstract: Traditional and Roth IRAs can be powerful estate planning tools. With a “self-directed” IRA, a person may be able to amp up the benefits of these tools by enabling them to hold nontraditional investments that offer potentially greater returns. However, self-directed IRAs present pitfalls that can lead to unfavorable tax consequences. This article explains the ins and outs of a self-directed IRA.
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SEC to relax registration requirements
October / November 2015
Newsletter: Public Company Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 630
Abstract: An initial public offering (IPO) isn’t the only way a private company would have to start filing certain documents with the SEC. Companies are required to register with the SEC in accordance with the Securities Exchange Act of 1934 after they reach a certain number of shareholders and a certain level of assets. To enable private companies to stay private longer (and conduct an IPO when they’re ready), the Jumpstart Our Business Startups (JOBS) Act of 2012 relaxed the registration requirements. And the SEC is preparing to finalize proposed regulations implementing the new requirements. This article discusses the SEC’s higher reporting thresholds and treatment of equity compensation.
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Your dealership real estate may offer you another tax advantage
Fall 2015
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 630
Abstract: Dealership real estate can save some owners money when a cost segregation study is performed. This article describes how it can make them eligible to retroactively save taxes through accelerated depreciation if they purchased real estate, built a new showroom, renovated their facilities or expanded their property in the last decade or so.
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Two days: A Title VII case
November / December 2014
Newsletter: Employment Law Briefing
Price: $225.00, Subscriber Price: $157.50
Word count: 630
Abstract: There’s no bright line test for establishing a hostile work environment. But two factors that courts commonly look at are the frequency and severity of the discriminatory conduct. This article covers Boyer-Liberto v. Fontainebleau Corp., a case in which the U.S. Court of Appeals for the Fourth Circuit considered whether the use of a racially derogatory term over the course of two days could support a racial discrimination claim based on a hostile work environment under Title VII. Boyer-Liberto v. Fontainebleau Corp., No. 13-1473, May 13, 2014 (4th Cir.)
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Watch out, copyright holders! Release of conference call transcript deemed not infringement
August / September 2014
Newsletter: Ideas on Intellectual Property Law
Price: $225.00, Subscriber Price: $157.50
Word count: 630
Abstract: Several hours after a Swiss company released its earnings report, it held a conference call with a group of financial analysts (as permitted by Swiss law). No journalists or press organizations were invited, and the analysts were informed that no recordings for publication were permitted. Nonetheless, a financial information provider obtained a recording and transcript and made both available, without alteration or editorial commentary, to subscribers to its online financial research service. This article examines why an appeals court decided that this constituted fair use. The Swatch Group Mgmt. Services Ltd. v. Bloomberg L.P., Nos. 12–2412–cv, 12–2645–cv, Jan. 27, 2014 (Fed. Cir.)
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Should you offer an accountable plan? Tax advantages for nonprofit staffers
Spring 2014
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 630
Abstract: If a nonprofit’s employees submit expense reports, it can’t reimburse them tax-free — unless it has an accountable plan. With this accounting procedure in place, there’s no requirement to report reimbursed expenses as earnings, and employees don’t owe taxes on the amount. This article explains how to establish and administer an accountable plan and what reimbursement procedures must be followed.
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College financial aid basics
April 2014
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 630
Abstract: After children have submitted their financial aid applications and started receiving award letters from various colleges, it may be difficult to interpret and compare their offers. This article provides information that should be helpful in this regard. It discusses the different types of aid available, including several different kinds of federal student aid. It also looks at options the student has when receiving an offer of aid.
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Is it time for “software as a service”?
Fall 2013
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 630
Abstract: Nonprofits increasingly are following the path of their for-profit cousins and shunning traditional software arrangements for “software as a service” (SaaS) provided over the Internet for a monthly fee. The potential benefits make SaaS worth considering for nonprofits of all sizes, but some caveats are in order. This article discusses the increased efficiencies and security SaaS can provide, but also notes potential problems regarding availability of data and the long-term costs.