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Showing 1–16 of 21 results
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Envisioning the future – How to assemble a succession plan
Spring 2023
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 673
Abstract: Succession planning is an important activity for every nonprofit organization. It’s not a matter of if, but when an organization will need a plan. Prior planning can help determine whether the transition will be seamless and successful or risk the organization’s future. This article looks at some things to consider when creating a succession plan.
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Envisioning the future – How to assemble a succession plan
April / May 2023
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 673
Abstract: Succession planning is an important activity for every nonprofit organization. It’s not a matter of if, but when an organization will need a plan. Prior planning can help determine whether the transition will be seamless and successful or risk the organization’s future. This article looks at some things to consider when creating a succession plan.
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Provide your heirs the option of creating an inheritor’s trust
January / February 2022
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 673
Abstract: Even though it may not be top of mind when a person develops or revises his or her estate plan, it’s important to consider how bequeathing assets to family members might affect them. Why? Because when heirs receive their inheritance, it becomes part of their own taxable estates. This article examines how giving a loved one permission to create an inheritor’s trust can help avoid this outcome.
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How to value a business in an uncertain marketplace
September / October 2021
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 673
Abstract: The COVID-19 pandemic has dramatically altered the business world, forcing valuation experts to rethink some of their forecasting models and methods. This article explains how experts approach business valuation assignments differently in today’s volatile marketplace.
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California consumer privacy law could affect your dealership
July / August 2020
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 673
Abstract: A new consumer privacy law is in place that could impact businesses across the nation, including auto dealerships. The title of the legislation — the California Consumer Privacy Act (CCPA) — is somewhat deceptive because businesses don’t have to be in the Golden State to be affected. This article covers why business location is irrelevant and how consumer rights are protected. Exemptions in the law also are discussed.
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California consumer privacy law could affect your dealership
Summer 2020
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 673
Abstract: A new consumer privacy law is in place that could impact businesses across the nation, including auto dealerships. The title of the legislation — the California Consumer Privacy Act (CCPA) — is somewhat deceptive because businesses don’t have to be in the Golden State to be affected. This article covers why business location is irrelevant and how consumer rights are protected. Exemptions in the law also are discussed.
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How to deal with an underperforming partner
Spring 2018
Newsletter: Law Firm Management
Price: $225.00, Subscriber Price: $157.50
Word count: 673
Abstract: All firms have productive partners and partners who underperform. But what about those partners who were once top notch and now seem to phone it in? No managing partner likes to deal with this situation. But the sooner a firm does, the less damage there will be to the firm’s profitability and relationships. This article looks at ways to define underperformance, the costs of an underperforming partner on a firm, ways to induce a return on productivity, and when all else fails, how to have an underperforming partner exit gracefully.
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Adjusting owners’ compensation in business valuation
March / April 2018
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 673
Abstract: Owners of privately held businesses may draw large salaries because of tax advantages or take little or no salary to enhance the company’s reported earnings. In these cases, the valuation expert needs to “normalize” owners’ compensation and adjust it to a reasonable level. This article identifies factors that valuators consider in determining reasonable owners’ compensation.
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Subcontractors, what should you do when a bid goes bad?
March / April 2018
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 673
Abstract: From childhood on, we’re all told that “everyone makes mistakes.” Unfortunately, sometimes this particular aspect of the human condition can afflict subcontractors as they submit bids. This article discusses the legal impact of a bidding mistake and suggests some ways to mitigate the situation.
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Are your DOCs dependable? Better management will enhance your reports’ value
January / February 2018
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 673
Abstract: Although many dealer-owners would say they wouldn’t do it, they should be able to make business decisions based on the accuracy of the daily operating control reports (DOCs) they prepare. This article suggests some tips to improve the quality of this continuously generated report, including making your DOC your business’s “dashboard” and overcoming obstacles to sound reporting.
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Group medical visits offer upsides and downsides
Summer 2017
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 673
Abstract: Many physicians are apt to dismiss the idea of group medical visits out of hand. But group medical visits can be an effective way to enhance patient services, enabling physicians, practitioners and patients to gain insights and share information in a way that simply can’t occur on a one-to-one basis. This article looks at how group visits work and discusses the benefits and drawbacks.
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Cross-training can help mitigate the labor shortage
Summer 2017
Newsletter: Construction Industry Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 673
Abstract: The construction industry continues to struggle with a shortage of skilled labor. One way contractors can mitigate the problem is by making better use of the workers they already have on staff through cross-training. This article explores the concept and its applications.
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Numbers matter: The finer points of your succession plan
Winter 2017
Newsletter: On-Site
Price: $225.00, Subscriber Price: $157.50
Word count: 673
Abstract: When it comes to succession plans, construction company owners often focus on the “when” or “who.” But numbers play an important role, too — particularly if the contractor in question intends to sell the business to finance his or her retirement. This article looks at some financial finer points of a succession plan, including getting a business appraisal and thinking about taxes.
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Spotlight on discount rates
May / June 2016
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 673
Abstract: As the business valuation discipline matures, laypeople are becoming more comfortable with the income approach, including the capitalization of earnings and discounted cash flow methods. But translating a business’s perceived risk into a reasonable discount rate is one of the most subjective — and contentious — aspects of this approach. This article highlights various techniques for discounting future benefits into today’s dollars. It also discusses how to determine a company’s appropriate capital structure — or relative percentages of debt and equity.
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Goodbye, one-year extenders – Businesses welcome a new era in tax planning
April / May 2016
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 673
Abstract: Taxes aren’t something that lenders usually discuss with borrowers. But this year might be an exception. This article discusses several major tax law changes that occurred at the end of 2015 under the PATH Act, including provisions that relate to the research credit, depreciation tax breaks and a reduction in the recognition period for S corporations. These changes will allow borrowers to plan with greater certainty and take advantage of numerous tax-saving opportunities.
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Prepare for major changes to federal rules on employee pay and benefits
Winter 2016
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 673
Abstract: One of a company’s most dreaded tasks is probably managing HR. The rules are ever-changing and becoming increasingly complex. This article discusses two recent examples: the DOL’s proposed changes to the overtime rules and the new Form 1095-C and 1094-C reporting requirements under the ACA. The struggle to stay atop these types of regulatory changes often prompts smaller manufacturers and distributors to outsource their HR functions.