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Showing 1–16 of 25 results

  • Do you need a refresher on the latest details of the PPP?

    March / April 2021
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 671

    Abstract: For contractors, the Paycheck Protection Program (PPP) has been a double-edged sword: It’s provided helpful funds but also been difficult to manage. With the passage of the Consolidated Appropriations Act (CAA) late last year, both edges of the sword got sharper. This article provides a refresher on some key details of the CAA’s impact on the PPP.

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  • What can an AUP do for you?

    February / March 2021
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 671

    Abstract: Lending decisions can be complex and it’s important to be able to pull out what’s relevant from the pile. Sometimes a full audit isn’t required. Depending on the circumstances, a lender may request an “agreed-upon procedures” (AUP) engagement to provide a more targeted and narrow view of the borrower’s financial health. This article explains the parameters of an AUP and offers an example to illustrate how it might be a good option for a lender seeking specific information.

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  • Don’t panic! How to be ready for an IRS audit

    Summer 2019
    Newsletter: Law Firm Management

    Price: $225.00, Subscriber Price: $157.50

    Word count: 671

    Abstract: No one likes to receive a notice from the IRS that they’re being audited. And that includes law firms. But receiving a notice from the IRS doesn’t mean it’s time to panic. This article discusses why the best defense is to be prepared.

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  • It costs how much? How a cost recovery system can boost profits

    Winter 2019
    Newsletter: Law Firm Management

    Price: $225.00, Subscriber Price: $157.50

    Word count: 671

    Abstract: Recovering costs related to clients’ legal matters is a standard law firm practice. But to ensure they recover costs effectively, firms need a strategic cost recovery policy. Not only is it an important part of a firm’s financial strategy, but it’s also an important element of a healthy relationship with their clients. This article looks at why now is the time to consider one.

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  • Applying Heinrich’s Law to project safety

    January / February 2019
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 671

    Abstract: There are a variety of predictability models that can be applied to project safety in construction. Some are more complicated than others. This article discusses one of the oldest and easiest to understand: Heinrich’s Law.

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  • Ways to keep your properties profitable

    March / April 2018
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 671

    Abstract: While the U.S. real estate market is currently enjoying an upswing in most areas, it’s seen numerous downturns over the years. Whether the market is up or down, commercial property owners and investors continually look for ways to enhance profits. This article highlights some suggestions to consider.

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  • Exploring the concept of an incentive-based safety program

    November / December 2017
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 671

    Abstract: Every construction company must take steps to promote and ensure jobsite safety. But is offering financial incentives for safe work habits a viable approach? This article explains that there’s no simple answer, because incentive-based safety programs offer both benefits and risks.

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  • Think about licenses before working out of state

    Fall 2017
    Newsletter: On-Site

    Price: $225.00, Subscriber Price: $157.50

    Word count: 671

    Abstract: Sometimes when a big project opportunity opens up, it’s across state lines. In such cases, contractors may rush to commit valuable time and resources to making a bid. This article advises caution in one particular area: licensing, which may differ from that in a construction company’s home state and require diligent research and preparation to ensure compliance.

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  • Are you managing project scope — or is it managing you?

    May / June 2017
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 671

    Abstract: Almost every construction project has a struggle to maintain control — of costs, of safety and of quality. To put it a different way, what contractors are really trying to manage on every job is its scope. This article offers tips on the mission-critical process of scope management, including gathering reports from the field and creating a single, universal punch list.

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  • The value of intangibles in health care

    Fall 2016
    Newsletter: Healthcare Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 671

    Abstract: Health care organizations typically possess many types of valuable intangible assets, such as personal and professional goodwill, practice protocols and treatment plans, and noncompete covenants. This article talks about several of these intangible assets and notes that their value shouldn’t be overlooked for valuation or tax planning purposes. The article explains which valuation approaches might be most appropriate in assessing these assets’ value and notes the importance of seeking experienced valuation advice.

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  • Creating a crisis communication plan

    Spring 2015
    Newsletter: On-Site

    Price: $225.00, Subscriber Price: $157.50

    Word count: 671

    Abstract: Negative fallout from a mishandled job-site crisis can have a lasting impact on a construction company’s bottom line. That’s why every contractor needs a crisis communication plan. This article explains how to create crisis categories, train company communicators and consider the emotional toll of difficult situations.

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  • Disclosing uncertainties in a going concern

    February / March 2015
    Newsletter: Public Company Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 671

    Abstract: In August 2014, FASB issued an Accounting Standards Update that provides guidance on management’s responsibility to evaluate whether there’s substantial doubt about a company’s ability to continue as a going concern and to provide related footnote disclosures. As this article notes, the Update incorporates and expands on certain principles found in U.S. auditing standards.

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  • When can you restore a loan to accrual status?

    Winter 2015
    Newsletter: Community Banking Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 671

    Abstract: In the years following the recession, many community bankers faced unfamiliar accounting challenges. For example, they had to determine whether to place poor-performing loans on nonaccrual status or to classify arrangements with struggling borrowers as troubled debt restructurings. Now, as the economy continues to improve, they face making new accounting decisions, including whether to return a nonaccrual loan to accrual status. This article provides a brief review of the criteria to consider in making this determination.

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  • Now’s the time for a charitable lead trust

    October / November 2014
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 671

    Abstract: Affluent families who wish to give to charity while minimizing gift and estate taxes should consider a charitable lead trust (CLT). These trusts are most effective in a low-interest-rate environment, so conditions for taking advantage of a CLT currently are favorable. This article examines how a CLT works and the two types of CLTs: a charitable lead annuity trust (CLAT) and a charitable lead unitrust (CLUT).

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  • How family businesses can benefit from an advisory board

    June / July 2014
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 671

    Abstract: All businesses can benefit from outside advice. But it can be especially valuable to family businesses, which tend to be more insular. One way to benefit from different perspectives is to create an advisory board with a good mix of outside executives and professional advisors. As this article discusses, an advisory board serves in a consulting capacity and isn’t bound by a fiduciary responsibility to the company and shareholders, and so can provide impartial, independent perspective on strategic issues, collaborative solutions to business and family issues, and the ability to stimulate fresh ideas and identify new opportunities.

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  • Seller financing: It may or may not be a good idea

    July / August 2013
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 671

    Abstract: The recovering commercial real estate market might be bad news for owners and investors who can’t come up with the financing they need to seal the deal. Fortunately, a handy tool known as seller financing might be just what the doctor ordered. This article explains how seller-financed transactions work and notes the many issues to address, including tax implications.

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