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Showing 1–16 of 27 results
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Create stability with your capital plan – Why the need for capital matters
Spring 2023
Newsletter: Law Firm Management
Price: $225.00, Subscriber Price: $157.50
Word count: 672
Abstract: Every law firm requires a different amount of capital to support its daily operations. So it’s important for you to determine how much is enough. Law firms may require larger partner capital contributions to offset gaps in cash flow due to expenses, law firm billing and collections. This article discusses how law firms can determine their expenses and create a business plan, and explains four basic options for determining the specific amount of capital a firm needs to keep on hand.
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Managing your exposure to sales and use taxes
November / December 2022
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 672
Abstract: Most construction companies pride themselves on their mobility. Within reason, if they can get to a project, they’ll bid on it. When a construction company crosses state lines, however, sales and use taxes may come into play. This article reviews some important points related to this form of taxation, including a landmark legal decision by the U.S. Supreme Court. South Dakota v. Wayfair, No. 17–494, June 21, 2018 (U.S. Supreme Court)
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Time to replenish – Are your operating reserves at a good level?
June / July 2021
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 672
Abstract: Operating reserves — generally, unrestricted assets you can easily tap — are often called “rainy day funds.” But stable reserves are critical for far more pressing reasons than the metaphorical rainy day. Many nonprofits have drawn on their operating reserves since the spring of 2020 to cope with the economic backlash of the COVID-19 crisis. This article discusses why reserves are critical, why target sizes vary and how to estimate a target amount.
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Time to replenish – Are your operating reserves at a good level?
Summer 2021
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 672
Abstract: Operating reserves — generally, unrestricted assets you can easily tap — are often called “rainy day funds.” But stable reserves are critical for far more pressing reasons than the metaphorical rainy day. Many nonprofits have drawn on their operating reserves since the spring of 2020 to cope with the economic backlash of the COVID-19 crisis. This article discusses why reserves are critical, why target sizes vary and how to estimate a target amount.
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Viewing your lender as a business partner
Winter 2020
Newsletter: On-Site
Price: $225.00, Subscriber Price: $157.50
Word count: 672
Abstract: It’s easy for contractors to get intimidated when applying for a business loan. One way to lower the stress level is to view lenders as partners rather than gatekeepers. This article explains why construction companies should articulate a clear rationale for a loan, shop around for a good provider and know the financial metrics that drive lending decisions.
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Viewing your lender as a business partner
January / February 2020
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 672
Abstract: It’s easy for contractors to get intimidated when applying for a business loan. One way to lower the stress level is to view lenders as partners rather than gatekeepers. This article explains why construction companies should articulate a clear rationale for a loan, shop around for a good provider and know the financial metrics that drive lending decisions.
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LLCs: How limited is your liability?
November / December 2019
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 672
Abstract: Many real estate investors hold title to their investment properties through a limited liability company (LLC). While LLC rules vary by state, this structure protects real estate investors from personal liability beyond the member’s equity investment. An LLC’s administration is fairly uncomplicated, and it offers potential tax benefits. However, this article reminds readers that liability protection under an LLC isn’t unlimited, and the Tax Cuts and Jobs Act (TCJA) made both positive and negative changes to the tax rules that affect LLCs.
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Close-up on goodwill in divorce cases
May / June 2019
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 672
Abstract: When divorcing spouses own a private business interest, it complicates the settlement process. In general, the business needs to be valued and then included — either entirely or partially, depending on state law and legal precedent — in the marital estate. For some businesses, goodwill can provide significant value. This article summarizes different ways goodwill may be handled in divorce cases across the United States.
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Close-up on goodwill in divorce cases
May / June 2019
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 672
Abstract: When divorcing spouses own a private business interest, it complicates the settlement process. In general, the business needs to be valued and then included — either entirely or partially, depending on state law and legal precedent — in the marital estate. For some businesses, goodwill can provide significant value. This article summarizes different ways goodwill may be handled in divorce cases across the United States.
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How tax-advantaged health plans contribute to your financial well-being
March / April 2019
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 672
Abstract: This article explains the differences between Flexible Spending Arrangements (FSAs), Health Reimbursement Arrangements (HRAs) and Health Savings Accounts (HSAs). Depending on factors such as health, the employer, and tax exposure, one of these medical expense accounts may be a better fit for employees than the others.
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M&As aren’t personal — don’t let them become so
Year End 2017
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 672
Abstract: Although personal dislikes and disagreements between buyers and sellers shouldn’t prevent otherwise viable M&A deals from going forward, they can if the parties aren’t careful. As this article argues, mergers can be emotional. So it’s critical, particularly for selling owners, to remain as objective as possible and rely on their professional advisors.
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Can you increase noninterest income?
Fall 2017
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 672
Abstract: Interest income is essential to a community bank’s livelihood, but it doesn’t always meet desired goals. So identifying, and developing, noninterest income sources can make all the difference in a bank’s profitability over time. This article offers some steps for boosting noninterest income, including identifying sources, improving collection procedures and staying on top of the competition. The article notes that banks need to pinpoint specific tactics and determine the best plan for their particular circumstances.
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Should you trim the tree? How to evaluate and improve branch performance
Summer 2017
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 672
Abstract: Banks need to monitor and evaluate branches on an ongoing basis to ensure they continue to perform well and are contributing to the overall health of the bank. This article discusses several approaches a bank can use to analyze branch performance. It suggests that ongoing monitoring and evaluation can lead to more informed decisions about whether to reduce expenses by closing a branch — or develop new products and services the branch can offer to better serve customers.
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Using an earnout provision to advance a store purchase
July / August 2016
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 672
Abstract: Buying or selling a dealership may be the largest financial transaction an auto dealer owner will ever make, and so it’s stressful. When the dealer is nowhere near settling on the purchase price with an interested buyer (or seller), the situation can become frustrating and even disappointing. This article explains how earnout provisions work and how they might be able to help close the deal.
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Smoothing the ups and downs – Help protect your portfolio against market volatility
November / December 2014
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 672
Abstract: Financial advisors warn inexperienced investors of the possibility of stock market volatility, yet when the going gets rough, some react irrationally and begin selling when it isn’t warranted. This article explains how seasoned investors use such tools as the Volatility Index (VIX) to better understand risk and provides strategies designed to lessen the effects of volatility on an investment portfolio.
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Buyer beware – Acquiring the stock of C corporations can be hazardous
September / October 2014
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 672
Abstract: Some buyers acquire properties outright, while others choose a less-advantageous acquisition method by acquiring C corporation stock that holds the property as its primary asset. This article explains that those who select the latter route should understand that they could encounter some tax pitfalls and legal complications.