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Showing 1–16 of 24 results
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How to alleviate staffing shortages and find good employees
Fall 2022
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 632
Abstract: The COVID-19 pandemic created changes in the workforce — and in work habits in general — that might never revert to previous conditions. However, people will always need to work, and many will be interested in good jobs in the health care field. This article offers four steps medical practices can take to help alleviate staff shortages and ensure their practices become “destination employers” that draw the strongest job candidates.
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Single? No kids? Here’s why you still need an estate plan
July / August 2022
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 632
Abstract: There’s a common misconception that only married couples with children need an estate plan. In fact, estate planning may be even more important for single people without children. Why? Because for married couples, the law makes certain assumptions about who should make financial or medical decisions on their behalf should they become incapacitated and who should inherit their property if they die. This article explains the possible undesirable outcomes that may result if a single person dies or becomes incapacitated without an estate plan.
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Wealth protection – How to shield assets from creditors’ claims
January / February 2022
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 632
Abstract: Generally, most people concentrate their asset-protection efforts on insulating their personal wealth from frivolous lawsuits or other claims. But if a significant portion of a person’s wealth is invested in a business, it’s equally important to protect its assets from unreasonable or excessive creditor claims. This article examines several asset-protection strategies available for a wide range of assets.
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Take steps now to handle liquidity risk
Summer 2020
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 632
Abstract: As a result of the coronavirus (COVID-19) pandemic, businesses and banks are suffering under nearly unprecedented economic pressures that are likely to play out for some time. This article notes that it’s more important than ever for community banks to set up appropriate strategies, policies, procedures and limits to manage and mitigate their liquidity risk. These may include ensuring effective board and management oversight and implementing appropriate liquidity risk measurement and monitoring systems, among other steps.
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Ownership structures – How should you own your vacation home?
Summer 2019
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 632
Abstract: Given the unique aspects of vacation home ownership, a limited liability company (LLC) is often the best ownership structure from a management and tax standpoint. This article discusses some of the benefits of the LLC structure, including asset and creditor protection, estate and gift planning considerations, and more.
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Tried-and-true metrics are always of value
May / June 2019
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 632
Abstract: The use of metrics is an objective way to measure a dealership’s performance. Well-devised, and accurately collected, analytics can reveal the realities of a business in black and white. This article explains three established metrics that can be a useful record of a dealership’s health: return on assets, customer service index and employee productivity levels.
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Use artificial intelligence to benefit CRE business
May / June 2019
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 632
Abstract: Artificial intelligence (AI) is bringing sweeping change to a wide variety of industries, and commercial real estate is ripe for this technology. From marketing to property management, AI could expedite processes and cut costs in a range of ways. But what exactly is AI? This article provides a primer.
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Crossing that bridge – Understand the pros and cons of bridge loans
September / October 2017
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 632
Abstract: Investors and developers generally use bridge loans until they can secure long-term financing. As with any form of financing, there are advantages and disadvantages. This article summarizes what exactly bridge loans entail, and then delves in to the pros and cons of this type of financing.
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New rules limit tax benefits of leveraged partnerships
March / April 2017
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 632
Abstract: In October 2016, the IRS issued a suite of final, temporary and proposed regulations that tighten the disguised sale rules for contributions of appreciated property to partnerships. One of the most significant changes made by the new rules effectively eliminates the ability of partners to defer gain on contributed property by taking advantage of leveraged partnership transactions. This article explains the new rules.
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Fraud prevention – It’s time to update your firm’s internal controls
Winter 2017
Newsletter: Law Firm Management
Price: $225.00, Subscriber Price: $157.50
Word count: 632
Abstract: Most lawyers know how big a problem occupational fraud is in corporate America. Yet a “not at my firm” attitude persists. This article explains the unique risks that law firms face and offers a number of specific internal controls firms should have. It also discusses educating employees regarding preventing and deterring fraud.
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Don’t fear the “B” word – Approaching your operating budget from a fresh angle
Fall 2016
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 632
Abstract: For nonprofits that have struggled in the past to put together an annual operating budget, the process can be frustrating. But this article suggests a fresh approach to budgeting — approaching the budget as a planning tool to meet short- and long-term goals. A goal-based approach should involve the entire organization and may suggest a different (surplus or deficit) budget model.
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What’s behind the curtain? Recognize the importance of M&A due diligence
May / June 2016
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 632
Abstract: In the world of mergers and acquisitions (M&As), it’s critical that buyers get to know sellers and their top executives, test their representations about asset condition and financial performance, and ferret out common fraud schemes. This article offers tips on how to know if a seller is truly an ally and whether certain “creative” accounting or financial misstatements are misleading.
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Avoiding undue influence claims
February / March 2015
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 632
Abstract: A primary purpose of estate planning is to ensure that wealth is distributed according to one’s wishes after death. But if a family member challenges the plan, that purpose may be defeated. If the challenge is successful, a judge will decide who’ll inherit the property. These situations often occur when an estate plan operates in an unexpected way — and those who expected to inherit that wealth challenge the plan, often on grounds of undue influence. But this article examines steps that one may take to avoid such challenges.
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Good intentions – Don’t let asset transfers run afoul of the law
October / November 2014
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 632
Abstract: With the current estate tax regime of a high gift and estate tax exemption amount and low estate tax rates, transferring wealth is becoming the focus of estate planning rather than reducing estate tax liability. And with asset values still relatively low, it’s an ideal time to transfer wealth to loved ones. But it’s important to be familiar with fraudulent transfer laws. Simply put, a creditor can challenge gifts, trusts and retitled property as fraudulent transfers. This article discusses not only actual fraud, but “constructive” (unintended) fraud, and how to guard against creditor challenges.
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Taking the private path away from the public spotlight
Year End 2013
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 632
Abstract: Although not as familiar or common as going public, going private is an increasingly attractive option for some companies. But it can be a long and complicated process. Before proceeding, a company needs to understand the risks and be confident that the potential benefits outweigh them. This article discusses several common problems that these transactions can mitigate or eliminate, and looks at the two most common approaches to going private.
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Good news! — FASB votes to abandon controversial litigation proposal
January / February 2013
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 632
Abstract: In July 2012, the Financial Accounting Standards Board (FASB) voted to scrap its controversial proposal to heighten disclosure requirements for certain contingent losses, including potential losses from pending or threatened litigation. This article examines the objections that were raised against the FASB proposal and reviews the existing accounting requirements for loss contingencies.