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Showing 1–16 of 23 results

  • The spousal lifetime access trust – Uncertain economic times call for flexibility

    September / October 2020
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 656

    Abstract: One of the many lessons resulting from the COVID-19 pandemic and resulting economic downturn is that it’s imperative to build flexibility into your estate plan. Indeed, many people had been taking advantage of the current, record-high gift and estate tax exemption by gifting assets tax-free to family members. But then circumstances drastically changed earlier this year, and many are now much more reluctant to give away substantial amounts of wealth, for fear that they may need access to it down the road. This article explains why a spousal lifetime access trust may work to one’s advantage.

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  • Code red! Recognize the symptoms of financial distress

    August / September 2020
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 656

    Abstract: Many businesses are still reeling from the economic downturn triggered by the COVID-19 pandemic. Lenders need to distinguish those businesses whose financial troubles are temporary from those whose operations signal insolvency or other serious problems. This article offers a refresher on the typical warning signs of a borrower’s financial distress, including problems with working capital, credit lines and collateral values.

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  • What you need to know about the CARES Act and QIPs

    July / August 2020
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 656

    Abstract: Earlier this year, the Coronavirus Aid, Relief, and Economic Security (CARES) Act corrected a drafting error related to real estate qualified improvement property (QIP). The retroactive correction allows real property owners to depreciate QIP faster. This tax benefit may be especially welcome in light of the economic impact of the novel coronavirus (COVID-19) pandemic. This article covers what real estate professionals need to know.

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  • Know the warning signs – Monitoring accounts receivable can minimize default risk

    June / July 2020
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 656

    Abstract: Accounts receivable represent the amount of money that customers owe a borrower for purchases. If a borrower pledges accounts receivable as collateral to qualify for a loan or line of credit, the lender typically claims them to cover losses if the borrower defaults on repaying its debts. But poorly maintained or fraudulent balances hobble lenders’ ability to recover losses. This article discusses the importance of monitoring borrowers’ accounts receivable to ensure they’re legitimate and collectible.

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  • Filing charges against a fraudster

    May / June 2020
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 656

    Abstract: After occupational fraud has been discovered, the case might proceed to civil litigation, criminal prosecution, both or neither. This article discusses the options victim-organizations face when fraud strikes and how in-house personnel and external forensic accounting experts can work together to help ensure that law enforcement receives the support it needs to prosecute a white collar criminal.

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  • Letter of instructions – Make your thoughts crystal clear to your family

    April / May 2020
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 656

    Abstract: Generally, every estate plan requires a will, but this main attraction may be complemented by other documents, like a letter of instructions. The letter, unlike a valid will, isn’t legally binding, but can be valuable to surviving family members. This article details what a letter of instruction should cover.

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  • Vetting IP – In M&A, it’s critical to evaluate intellectual property

    November / December 2018
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 656

    Abstract: From patents to licenses, intellectual property (IP) assets often represent a significant portion of the purchase price in mergers and acquisitions. This article describes how business valuation professionals can help ensure IP assets are valued correctly and that the rights are transferable to a new owner.

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  • Deconstructing the TCJA’s deduction for business income

    Fall 2018
    Newsletter: On-Site

    Price: $225.00, Subscriber Price: $157.50

    Word count: 656

    Abstract: Although the Tax Cuts and Jobs Act was passed almost a year ago, the law continues to challenge tax experts and business owners alike as they try to implement strategies to suit the particulars of the act. One example is the new tax deduction for qualified business income that’s available to eligible owners of “pass-through entities,” including many construction companies. This article lays the groundwork for claiming the potentially valuable tax break.

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  • 3 ways valuation experts adjust financial statements

    March / April 2018
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 656

    Abstract: Business valuation experts can’t always accept the subject company’s financial statements at face value. Sometimes adjustments are needed before an expert can use the financial statements to value a business. This article provides three common types of adjustments and explains when each one might be relevant.

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  • How to prevent medical errors

    Fall 2017
    Newsletter: Healthcare Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 656

    Abstract: In the medical field, a simple mistake could be life changing — for patients and caregivers alike. How can a large and complex organization such as a hospital prevent errors? Most medical errors or adverse events are the result of system failures, such as missed and delayed diagnoses, mistakes made during treatment, and medication mistakes. This article discusses the Institute for Healthcare Improvement’s multistep program for improving patient safety and care system reliability.

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  • Are you a member of the Sandwich Generation?

    May / June 2017
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 656

    Abstract: The Sandwich Generation consists of those individuals who are currently taking care of their children and their elderly parents. This article covers five steps to incorporate an elderly parent’s needs into an adult child’s estate plan.

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  • Help wanted: Skilled service technicians

    May / June 2017
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 656

    Abstract: If an auto mechanic working in the 1970s or 1980s were suddenly transported in time to 2017, he or she would likely be baffled by the complex technology under the hood of today’s vehicles. This article examines the changing qualifications of service technicians, and how some auto dealerships are taking steps to find these highly skilled employees. Recruiting suggestions are included.

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  • Selling isn’t an owner’s only liquidity option

    Year End 2016
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 656

    Abstract: For business owners who need to raise cash yet still want some control over their company — or hope to transfer it to managers or family members — a leveraged recapitalization may be an option. This article describes the two forms of leveraged recaps and explains why the choice of form depends on such factors as an owner’s liquidity objectives and the business’s overall financial health.

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  • Extend your reach with nonphysician providers

    Fall 2016
    Newsletter: Rx for Practice Management / Practice Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 656

    Abstract: One way to improve patient services and increase patient satisfaction is to hire nonphysician providers (NPPs) to fill the gaps. There are two primary categories of NPPs: physician assistants and nurse practitioners. This article lists typical services an NPP can provide, including coordinating health education, patient counseling and patient care; performing physical exams; and taking patient histories. In addition to explaining appropriate billing practices, the article notes that, while NPPs aren’t right for every practice, if handled well they can serve both patients’ and physicians’ needs, leading to better allocation of therapeutic resources.

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  • Job rescue: Best practices when playing the hero

    Summer 2016
    Newsletter: On-Site

    Price: $225.00, Subscriber Price: $157.50

    Word count: 656

    Abstract: Today’s improved economic environment for construction has led many developers and contractors to leap unprepared into big projects and eventually find themselves unable to complete the work. These misfortunes create opportunities for other construction companies to step in and “play hero.” This article discusses some best practices to help minimize risk and maximize the potential payoff.

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  • Cracking down on project fraud

    March / April 2016
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 656

    Abstract: If just one unscrupulous employee commits project fraud, a contractor’s chances of turning a profit can diminish significantly or disappear completely. For this reason, construction business owners have got to stay cognizant and proactive about cracking down on unethical and illegal practices. This article reviews some of the most common points of vulnerability.

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