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Showing 1–16 of 34 results
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Decisions, decisions – Many factors go into deciding when to transfer wealth
April / May 2022
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 661
Abstract: A critical estate planning decision is whether to transfer wealth during one’s life or keep assets in his or her estate and transfer the wealth to loved ones after death. This decision is further complicated by the fact that the inflation-adjusted gift and estate tax exemption amount currently is scheduled to be halved after 2025. This article examines various factors to consider when deciding to transfer wealth.
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Keeping branch banking profitable in the digital age
Winter 2022
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 661
Abstract: The COVID-19 pandemic has led to an increase in online banking. However, the transition to virtual banking was already well underway. This article notes that as community banks look to the future, they need to re-imagine branch banking for the digital age. It points out that direct banking at branches can still be vital to community banks’ financial health as long as they measure branch performance and correct as necessary.
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Look into licensing before bidding out of state
Winter 2022
Newsletter: On-Site
Price: $225.00, Subscriber Price: $157.50
Word count: 661
Abstract: Construction companies that work near one or more state borders may eventually want or need to bid on out-of-state projects. Before they start figuring out how to get workers, equipment and supplies to the jobsite, contractors need to look into licensing. This article explores the requirements, process and paperwork involved.
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Look into licensing before bidding out of state
January / February 2022
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 661
Abstract: Construction companies that work near one or more state borders may eventually want or need to bid on out-of-state projects. Before they start figuring out how to get workers, equipment and supplies to the jobsite, contractors need to look into licensing. This article explores the requirements, process and paperwork involved.
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Hedge your bets – Balance risk vs. reward in asset concentrations
Fall 2020
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 661
Abstract: A community’s economy is often based on just one or two industries, with a smattering of others in the mix. But primarily lending to just one industry, whether it’s to farmers, manufacturers or any other group, can throw a community bank’s loans out of whack and make it tough to recover if that industry takes a hit. This article discusses how community banks can balance risk and reward as they provide lending services to local industries.
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Creating a business plan in uncertain times
Fall 2020
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 661
Abstract: With the economy in a state of flux because of the COVID-19 pandemic, many manufacturers may need additional financial assistance. A business plan that accurately reflects a business is something every company — manufacturing or not — should have. This article discusses the importance of, and the steps in creating or updating, a business plan to provide company growth expectations and strategies.
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Is it time to consider estate planning moves?
July / August 2020
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 661
Abstract: Businesses and financial markets have incurred major losses in the first half of 2020 due to the novel coronavirus (COVID-19) crisis. But this article highlights a potential upside: Low asset values and favorable tax laws could create opportunities for wealthy individuals to gift certain assets, including business interests and intangible assets, to family members and charities.
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Outsourcing employment tasks to a PEO
Fall 2019
Newsletter: Construction Industry Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 661
Abstract: After reaching a certain level of success, many construction companies struggle to keep up with employment and human resources tasks. One solution may be to outsource these functions to a professional employer organization (PEO). This article explores the benefits and risks of PEOs.
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Decisions, decisions – Personal circumstances figure into when to begin taking Social Security
May / June 2019
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 661
Abstract: There are several individual factors that go into the determination of when the best time is to begin collecting Social Security benefits. Among those factors are the size of one’s estate, the amount of money required to maintain a desired lifestyle in retirement, and last, but not least, estate planning goals. This article examines the personal circumstances that can affect one’s decision about when to begin collecting Social Security benefits.
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Investing 101 – Tips for what to look for before buying
November / December 2018
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 661
Abstract: In any real estate portfolio, the goal is to be profitable. And while the commercial real estate market has improved significantly since the lows seen during the Great Recession, investing still involves understanding the market. This article takes a look at steps real estate investors can take to help bolster their investment portfolio.
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D.C. Circuit tunes in to streaming content copyright issues
October / November 2018
Newsletter: Ideas on Intellectual Property Law
Price: $225.00, Subscriber Price: $157.50
Word count: 661
Abstract: Streaming media has opened up a vast landscape of previously unavailable content for many. It’s also triggered an array of novel copyright infringement questions. This article discusses a case involving the streaming of content originating abroad into the United States, in which the D.C. Circuit Court of Appeals has tackled two previously unsettled questions about the scope of infringement liability under the Copyright Act. Spanski Enterprises, Inc. v. Telewizja Polska, S.A., No. 17-7051, March 2, 2018, D.C. Cir.
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6 steps to upgrading data security
Winter 2018
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 661
Abstract: The massive data breach at Equifax in 2017 — in which personal information on an estimated 146 million Americans was exposed to hackers — should serve as a wake-up call to all businesses about the importance of data security. This article offers proactive measures for auto dealerships, which generally possess a gold mine of customer information that data thieves would love to steal.
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’Tis the season for donations – How not-for-profits can detect and prevent common fraud schemes
November / December 2017
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 661
Abstract: Charities and other not-for-profit organizations typically receive most of their donations at year end. It’s critical for these organizations to be on the lookout for fraud during the busy season. This article explains the schemes that are most common to not-for-profit organizations and suggests ways they can beef up internal controls to prevent fraud. An incident can ruin an organization’s reputation, so it’s important to have strong internal controls in place to prevent fraud from happening in the first place.
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Why employers can never be too careful when it comes to disability leave
September / October 2017
Newsletter: Employment Law Briefing
Price: $225.00, Subscriber Price: $157.50
Word count: 661
Abstract: A serious illness required one employee to request multiple leaves of absence from his job. It was up to the Sixth Circuit to determine whether, when the employee was terminated, his employer violated the Americans with Disabilities Act. This article reviews the case and the court’s determination on the employee’s failure-to-accommodate claim. Green v. BakeMark USA, LLC, No. 16-3141, March 27, 2017 (6th Cir.)
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How a merger puts the spotlight on your CFO
August / September 2017
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 661
Abstract: A company’s chief financial officer (CFO) often plays a critical role in an M&A deal. This article lists a CFO’s key responsibilities, including evaluating the transaction’s viability and finding financing. It also suggests temporarily shifting a CFO’s regular duties so that he or she can concentrate exclusively on the deal.
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Acquisition as reinvention – When a buyer’s objective is change
April / May 2017
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 661
Abstract: Not all business buyers are primarily motivated by the opportunity to add revenues or market share. In some cases, buyers make acquisitions to transform their organization and alter the market’s perception of it. This article provides examples of such deals and explains to both buyers and sellers how to make them work.