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Showing 1–16 of 18 results
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Is a split annuity strategy right for you?
October / November 2022
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 665
Abstract: The average length of retirement is 18 years, according to the U.S. Census Bureau. And with today’s medical technology, it could last significantly longer. Thus, a major challenge is balancing the need to maintain one’s standard of living while preserving as much wealth as possible for the family to enjoy after death. This article details how a split annuity may be one strategy to consider. It creates a current income stream while preserving wealth for the future.
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The value of volunteers – Benefits of an effective program
August / September 2021
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 665
Abstract: Nonprofit organizations generally operate on lean budgets. This means volunteers are a necessity for most nonprofits. This article explains why knowing their worth and having an effective and organized volunteer program will help a nonprofit’s cause — and bottom line.
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Is your buy-sell agreement up to date?
Spring 2021
Newsletter: Construction Industry Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 665
Abstract: A buy-sell agreement is a critical tool for owners of closely held construction companies. To be effective, however, construction business owners need to review it periodically and, if necessary, modify its language to reflect changing circumstances. This article explores the importance of scrutinizing the valuation provision, which establishes the purchase price for a departing owner’s shares.
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Do higher default deferral rates affect opt-out rates?
April / May 2021
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 665
Abstract: Some plan sponsors worry about nudging plan participants into a more aggressive retirement savings posture. Research suggests they might not need to be concerned about massive dis-enrollment if they boost the default deferral rate for auto-enrolled participants. This article looks at a couple of studies breaking down the auto-enrollment and auto-escalation numbers.
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Teaming up – How to handle financial reporting for two
Winter 2020
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 665
Abstract: It’s likely a smart move when two organizations join forces to boost efficiency, save money and better serve their constituencies. But the combined accounting staffs will need to know how to report the activities of the organizations. This article explains how much of the accounting treatment will depend on the nature of the new relationship. Various collaborative arrangements and mergers are discussed.
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Deductibility of meals and entertainment after tax reform
Summer 2019
Newsletter: Construction Industry Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 665
Abstract: The Tax Cuts and Jobs Act made significant changes to the deductibility of meal and entertainment expenses. Unfortunately, there’s much confusion about which deductions have been eliminated and which remain. This article provides helpful guidance on what’s allowed in the office, on the jobsite and elsewhere, as well as notable exceptions to the rules.
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Take a keen interest in your company’s insurance protection
Summer 2018
Newsletter: On-Site
Price: $225.00, Subscriber Price: $157.50
Word count: 665
Abstract: Not many people wake up in the morning wanting to talk about insurance. But it’s important for contractors to take a keen and ongoing interest in their company’s coverage. This article looks at some important aspects of insurance that warrant regular re-evaluation ― including endorsements, exclusions, vehicle policies and disaster planning.
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Quantifying lost profits for business interruption claims
January / February 2018
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 665
Abstract: Business interruption insurance can provide much-needed cash flow when a hurricane, flood, fire or other disaster strikes. This article explains how an outside financial expert can help during the claims process, allowing the owner of the damaged business to focus on recovery efforts.
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Family businesses: How to survive a “divorce”
Fall 2017
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 665
Abstract: Many successful small manufacturing businesses are run by families. Unfortunately, family members sometimes disagree and decide to part ways. This article discusses valuation methods and common adjustments that apply when dividing marital estates and buying out dissenting shareholders from the family business.
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What benchmarking can do for borrowers
Spring 2017
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 665
Abstract: Benchmarking, which involves comparisons between a company’s performance and industry norms or best practices, is a useful tool for a company attempting to gauge its financial performance. But many borrowers don’t use this tool because they’re too caught up in daily operations or aren’t familiar with the available resources. This article uses a hypothetical example to illustrate how bankers can provide guidance to their borrowers on the ins and outs of benchmarking and other professional tools, thus generating a win-win situation for both.
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Age Discrimination in Employment Act – Coupons fail to save employee from termination
May / June 2016
Newsletter: Employment Law Briefing
Price: $225.00, Subscriber Price: $157.50
Word count: 665
Abstract: When a 72-year-old salesman was terminated, he sued his employer, claiming the action violated the Age Discrimination in Employment Act (ADEA). This article looks at the details of the case and how the appeals court determined that the plaintiff failed to establish his claim. The article reminds employers that, when making termination decisions, they must ensure they’re taking similar adverse actions against similarly situated employees.
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The ins and outs of tax breaks for getting to and from work
September / October 2015
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 665
Abstract: Most workers and employers know that they generally can’t deduct the cost of commuting between home and work — that’s considered a personal expense. But there are certain situations in which commuting costs are deductible as transportation expenses. This article explains what the IRS considers to be commuting and the tax benefits to employers and employees.
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Distinguish yourself – Brand building for community hospitals
Summer 2015
Newsletter: Healthcare Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 665
Abstract: There are many ways to distinguish a community hospital from others in the market. Effective branding is a marketing technique that guides organizational behavior and the perceptions of consumers, the media, regulators and other stakeholders. In a competitive arena such as health care, a brand allows all of these parties to instantly identify a hospital in a positive light. This article offers insights into building a “brand.”
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The IRS is watching – Understanding the difference between an employee and an independent contractor
May / June 2015
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 665
Abstract: It’s an age-old conundrum: determining whether a worker is an employee or an independent contractor. While it might seem like a simple question, it’s not. And the IRS is hot on the heels of any contractor who doesn’t understand the difference. This article explains why the IRS prefers employee status.
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Fraud alert: How contractors can stay on guard
Fall 2013
Newsletter: On-Site
Price: $225.00, Subscriber Price: $157.50
Word count: 665
Abstract: Contractors have money coming into the office. They’ve got equipment, tools and supplies on the job site. And, often, they’ve got operations spread out over several locations. For these reasons, they must always be on guard for fraudulent activity. This article describes some of the scams that can occur both on the project site and in the office and offers suggestions for deterring them.
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Supreme Court rules on process patentability tests
Year End 2010
Newsletter: Ideas on Intellectual Property Law
Price: $225.00, Subscriber Price: $157.50
Word count: 665
Abstract: The question of the appropriate test for determining whether a business method or similar process is patentable finally made its way to the U.S. Supreme Court this year. But anyone hoping for a bright-line rule is in for a letdown. This article looks at the case of Bilski v. Kappos, in which the Court refused to hold the machine-or-transformation test put forth by the U.S. Court of Appeals for the Federal Circuit in 2008 as the sole test for patentability of a business method claim.