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Showing 17–25 of 25 results
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Sign of the times – Members of the Sandwich Generation face unique circumstances
September / October 2013
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 666
Abstract: Those who find themselves raising children, saving for their own retirement, and helping to care for or support aging parents can consider themselves members of the “Sandwich Generation.” Although it may be personally gratifying to be able to help one’s parents, it can be stressful and financially burdensome. But this article shows that careful planning and tax breaks may help.
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Checking up on your construction company’s estimates
Spring 2013
Newsletter: On-Site
Price: $225.00, Subscriber Price: $157.50
Word count: 666
Abstract: Although estimating may be one of a construction company’s “bread and butter” skills, accuracy can slip over time if the company doesn’t occasionally check up on this mission-critical process. This article discusses how to perform a methodical review of estimates derived from fixed-price and approximate methods. It also notes the benefits of up-to-date estimating software and qualified people.
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Employees vs. independent contractors — Classify your workers per IRS guidelines
Fall 2012
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 666
Abstract: The IRS has publicly stated it plans to crack down on organizations that improperly classify workers as independent contractors instead of employees. This article details the steps one must take to be sure that employee classifications stand up to IRS scrutiny. It explains the difference between an employee and an independent contractor, how to determine the status of current workers, and what to do if violations have been committed.
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Under new management (style) – Transform a micromanager into a productive manager
August / September 2011
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 666
Abstract: Taking on extra tasks, being involved in all aspects of the department’s work and providing detailed instructions are qualities of a good manager — but also of a micromanager who can slow productivity and lower employee morale. So how does one distinguish between these two vastly different types of staff members? This article examines that question and shows how to reverse negative behavior.
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When should you forgo a special event?
June / July 2011
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 666
Abstract: Many nonprofits rely on special events to raise large amounts of money in one fell swoop and increase public awareness of their organization at the same time. But how can an organization know if an event will be worthwhile? This article outlines four steps a nonprofit can take to make a sound decision.
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Is it time to sell? Knowing when to get rid of a security requires strategy
November / December 2011
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 666
Abstract: If an investment is doing well, the tendency is to want to stick with it to see if it does even better. If it’s doing poorly, the inclination is to hang on until it’s back to breakeven. But both of these scenarios can turn out badly. So when is the right time to sell? This article offers some reasons to sell, such as when a company is in decline or it’s necessary to balance one’s portfolio. A sidebar discusses selling in tax-deferred vs. taxable accounts.
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Site visits yield surprises
August / September 2010
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 666
Abstract: Site visits give lenders something financial statements don’t — a hands-on understanding of their borrowers’ operations and a way to foster long-term lending relationships. An inside view can be an eye-opener when it comes to prospective and existing customers alike. This article discusses what to look for in a site visit, and possible frauds that may be lurking.
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Following the money trail in divorce cases
November / December 2009
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 666
Abstract: Missing income is a common problem in divorce cases. If one spouse owns a business, the other spouse may allege that the business earns more than its financial records suggest. This requires a forensic expert to look behind the numbers and use forensic accounting techniques to search for unreported income. Forensic experts use two basic approaches. One is to search for hidden cash — experts typically rely on four forensic accounting techniques. The other is to identify concealed sources of income.
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In Katrina’s wake – Historic storm leads to contract termination … and a lawsuit
May / June 2008
Newsletter: Construction Law Briefing
Price: $225.00, Subscriber Price: $157.50
Word count: 666
Abstract: Hurricane Katrina was among the most documented disasters in U.S. history. The legal ramifications of that terrible, historic storm have been relatively less acknowledged. This may change as more and more Katrina-related decisions are handed down. This article examines one such case, which addressed a contract termination dispute. Citadel Builders v. Transcontinental Realty, 2007 WL 1805666.