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Showing 1–16 of 17 results
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Asset protection and your estate plan – Preserve and protect your wealth for your heirs
June / July 2023
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 635
Abstract: Asset protection is about preserving hard-earned wealth in the face of unreasonable creditors’ claims, frivolous lawsuits or financial predators. It’s not about evading legitimate debts, hiding assets or defrauding creditors. Thankfully, there are many asset protection strategies available. This article examines several asset protection techniques that range from the simple to the complex.
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True or false? Assess borrowers’ financial restatements
Winter 2023
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 635
Abstract: Occasionally, business owners or financial officers may determine that the business’s financial statements need to be revised or corrected. This article explains that when borrowers provide a bank with corrected or restated financial statements, the bank needs to be vigilant and double-check the numbers. It may be that the restatements simply correct an honest mistake. Alternatively, there may be fraud involved. The article highlights the importance of investigating the underlying cause of financial restatements to stay ahead of any potential problems.
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Factors to consider when selecting guideline companies
July / August 2022
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 635
Abstract: When valuing businesses, experts often rely on the guideline transaction method. This technique derives market multiples from the market prices of controlling interests in companies that are engaged in the same or similar lines of business as the subject company. This article explains why careful selection of guideline companies and pricing multiples is critical to avoiding erroneous conclusions under this method.
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Tracking down hidden personal and business assets
November / December 2021
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 635
Abstract: To achieve a fair and equitable resolution in a divorce case, it may be necessary to trace assets and income that a spouse has hidden to reduce child support, alimony liability or the final settlement amount. Attorneys and clients don’t have to go it alone, however. This article discusses how financial experts can use lifestyle analysis and forensic accounting techniques to shed light on the situation.
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Beyond words – Federal Circuit faults PTAB’s written description analysis
February / March 2020
Newsletter: Ideas on Intellectual Property Law
Price: $225.00, Subscriber Price: $157.50
Word count: 635
Abstract: The Patent Trial and Appeal Board (PTAB) doesn’t always get it right. This was demonstrated once again in a case where the U.S. Court of Appeals for the Federal Circuit found that the board had improperly failed to consider some vital factors when evaluating whether a patent application contained the requisite written description of the invention. This article highlights the disagreement between the PTAB and the appellate court. In re: Global IP Holdings LLC, No. 18-1426, July 5, 2019, Fed. Cir.
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How can audit opinions help lenders?
August / September 2019
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 635
Abstract: CPAs regularly evaluate businesses as part of their financial statement audits, and their audit opinions can help lenders determine whether their borrowers will continue to operate as viable going concerns over time. This article advises lenders to seek unqualified audit opinions to obtain essential information about whether a borrower’s financial condition, position and operations are fairly presented in the company’s financial statements.
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8 tips for protecting your money from cyberattacks
May / June 2019
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 635
Abstract: Cyberattacks pose a significant threat to the wealth of many Americans. This article provides eight tips to help them mitigate the risk. These include: Employ dual-factor authentication, be careful with wire transfers, avoid unsecure Wi-Fi networks and set up financial activity alerts.
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Asset protection – A hybrid DAPT offers the best of both worlds
September / October 2018
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 635
Abstract: If a person was concerned about personal liability, he or she might consider an asset protection trust to shield their hard-earned wealth against frivolous creditors’ claims and lawsuits. The benefit of a domestic asset protection trust (DAPT) is that it offers creditor protection even if the person is a beneficiary of the trust. But there are also risks involved. This article details why a “hybrid DAPT” might be a better option.
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Head off concentration risk at the pass
August / September 2018
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 635
Abstract: Concentration risk is a financial risk that comes into play when a borrower relies too heavily on one, or one set of, suppliers or customers — making the business vulnerable if those “key” suppliers or customers fail. Lenders need to identify these risks and help borrowers find ways to minimize the negative effects the risks might have on business performance. This article explains several types of risks and how to assess them. The article points out that a lender may need to adjust interest rates or take other measures to offset the risk, or even deny the loan until remedial measures are taken.
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Making the most of lateral hires
Summer 2017
Newsletter: Law Firm Management
Price: $225.00, Subscriber Price: $157.50
Word count: 635
Abstract: Many law firms use lateral hiring as part of their growth strategy. These lawyers can bring new clients, management experience and niche expertise. But recruiting and assimilating lateral hires can be expensive. This article explains ways to integrate lateral hires successfully.
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Performing preventive maintenance is key
January / February 2017
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 635
Abstract: Owners need to know the condition of their residential and commercial properties. A comprehensive preventive maintenance program inventories all interior and exterior equipment “hotspots” and tracks when routine maintenance should happen. This article shows how to create a formal schedule and budget for fixed asset repair and maintenance, taking into account labor requirements and tax considerations.
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Taxable vs. tax-advantaged accounts – Where you hold your investments matters
May / June 2016
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 635
Abstract: When investing for retirement, people usually prefer tax-advantaged accounts, such as IRAs, 401(k)s or 403(b)s. But investments such as municipal bonds and passively managed index mutual funds may be better for traditional taxable accounts. This article unpacks why the more tax efficient an investment, the more benefit investors get from owning it in a taxable account, and vice versa.
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S corporation vs. C corporation – Is it time for you to make the switch?
Spring 2016
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 635
Abstract: The PATH Act of 2015 shortened the recognition period for companies that convert from C corporation to S corporation status to five years from 10 years. This change is causing many manufacturers and distributors to re-evaluate their corporate status. This article explains how electing Subchapter S status can lower taxes and why S corporation status won’t work for every business.
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Disability discrimination – Why employers must document termination decisions
March / April 2016
Newsletter: Employment Law Briefing
Price: $225.00, Subscriber Price: $157.50
Word count: 635
Abstract: This article summarizes a case in which the U.S. Court of Appeals for the Fifth Circuit considered when legitimate reasons to terminate an employee become pretext for discrimination in violation of the Americans with Disabilities Act. In a reversal of the trial court’s decision, the appeals court found that the employers failed to articulate a legitimate nondiscriminatory reason for the adverse employment action.
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Cultivating a culture of patient safety
Fall 2014
Newsletter: Healthcare Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 635
Abstract: Every year, medical errors at hospitals threaten the lives of countless Americans. This article describes ways that hospital leaders can ensure the health and well-being of their patients. It notes studies of the problem, conducted by several private and governmental agencies, that can assist hospitals in evaluating their own situations, implementing a patient safety program, and involving not only all staff members, but patients and families as well.
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How to avoid Medicare penalties in 2013
Spring 2013
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 635
Abstract: 2013 is going to be a big year for physicians with regard to reporting Medicare quality measures and participating in e-prescribing and EHR incentive programs. Eventually, Medicare payments to physicians will be reduced if they don’t participate in the programs — and Medicare officials will use doctors’ performance in 2013 as a benchmark for future penalties. This article explains what physicians need to do to become compliant.