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Showing 17–32 of 32 results
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How liable are you for fraudulent credit card charges? Limit losses by being proactive
July / August 2014
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 674
Abstract: The theft of millions of customers’ credit and debit card data last holiday season was a wake-up call for consumers who underestimated their vulnerability to credit and debit card fraud. And experts believe massive data breaches are likely to continue happening. Fortunately, federal laws can help limit individuals’ potential liability stemming from unauthorized charges. This article explains those laws but also shows how consumers can help themselves by closely monitoring their accounts. A sidebar notes the even greater danger posed by identity theft.
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6 ways to survive an IRS audit
August / September 2013
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 674
Abstract: Only about 1% of individual tax returns are audited each year. Of those, about three-quarters are correspondence audits that are handled by exchanging information via snail mail. The remainder, which are selected for field audits, are conducted by IRS officers. Still, it’s helpful to know what might happen if one’s return is picked. This article offers six tips regarding how to be prepared for an audit.
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Thumbs up – Court takes business valuation guide’s advice
May / June 2012
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 674
Abstract: Courts often expect business valuation experts to rely, at least in part, on the value of comparable entities when making their calculations. But in late 2011, the California Court of Appeals allowed a business valuation based on “rules of thumb” multiples, rather than comparables. As this article shows, an expert applied a 42% multiplier to the plaintiff’s physical therapy business; but the appeals court, following a business reference guide, supported a 100% multiplier, citing various marketability factors and the business’s health.
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Consider plumping up your service menu
Spring 2012
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 674
Abstract: Dealerships are finding that it’s easier to sell F&I products at the time of a costly repair, or when the customers’ warranties are about to expire, than it was at the sales closing. As a result, more service writers are being trained to talk about the value of service contracts and prepaid maintenance plans and how to close them. This article discusses sales techniques that work and how to be ready before a customer returns for a visit.
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Easy to steal, hard to reveal — Why inventory is a prime fraud target
February / March 2012
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 674
Abstract: Most borrowers pledge inventory as loan collateral. But it’s also a popular place for the unscrupulous to hide embezzlement. This article explains what makes inventory fraud so appealing and the methods fraudsters use to pull it off. It also explains how lenders can be important watchdogs in the battle against fraud.
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Act now to protect your loved ones – Drafting these essential estate planning documents is key
Year End 2011
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 674
Abstract: Neglecting to prepare a will or other estate planning documents can cause serious problems for loved ones. This article lists six estate planning documents and how they can help ensure that the author’s wishes are carried out in regard to such matters as asset distribution and end-of-life issues.
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Which valuation adjustments are acceptable in divorce?
Summer 2011
Newsletter: Expert / Valuation & Litigation Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 674
Abstract: In marriage dissolutions, family courts don’t always embrace U.S. Tax Court precedent regarding ordinary income taxes, capital gains and valuation discounts. This article looks at one recent case that illustrates the dichotomy between valuations prepared for tax purposes and those prepared for divorce cases. It shows that tax adjustments and valuation discounts that are common in Tax Court cases may be denied. Often, out-of-court settlements provide more predictable outcomes. Shuck v. Shuck, No A-10-170, Jan. 25, 2011 (Neb. App. N.W. 2d) Grace v. Grace, 221 Neb. 695, 380 N.W.2d 280 (1986)
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Move over, expense ratios – Evaluators broaden effectiveness measures
Spring 2011
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 674
Abstract: Although still important to donors, the expense ratio — what a charity spends on administrative, overhead and fundraising costs vs. program costs — is now sharing the spotlight with other measurements as a way to judge an organization’s effectiveness. This article examines why this trend to look beyond expense ratios came about and where it’s headed.
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Tripping out of the gate – 4 bidding mistakes to avoid
March / April 2011
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 674
Abstract: There are many places where a construction business could stumble during a long project, but one of the worst has to be at the very beginning — during bidding. This article describes four bidding mistakes to avoid and offers ways to ensure that contractors submit the best offer for both the job in question and their construction company.
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For unmarried couples, estate planning is indispensable
January / February 2011
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 674
Abstract: When married couples neglect to prepare an estate plan, state intestacy law provides one for them. Unmarried couples, however, have no backup plan. Unless they carefully spell out how they wish to distribute their wealth, a surviving life partner may end up with nothing. This article describes the estate planning advantages that married couples enjoy, and how unmarried couples can reduce their risks. It also describes one strategy in which unmarried couples have an edge: a grantor retained income trust (GRIT).
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Revisit economic drivers to enhance profitability
Summer 2009
Newsletter: Law Firm Management
Price: $225.00, Subscriber Price: $157.50
Word count: 674
Abstract: Despite the potential for growth in countercyclical practices such as bankruptcy, the recession is having a negative impact on demand for legal services. It’s also handcuffing most firms from making up for lost business by raising rates. So just maintaining profitability, let alone increasing it, is a struggle this year. In fact, in their January 2009 Client Advisory, Hildebrandt and Citi Private Bank projected very modest law firm revenue growth of only around 3% for 2009, with some firms likely experiencing flat or even declining growth. This is a rather bleak picture, but the good news is that your firm likely has ample opportunities to enhance its profitability. You simply need to revisit your economic drivers. This article discusses expenses, leverage, utilization and realization.
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Leverage online banking to generate deposit growth
Summer 2009
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 674
Abstract: As a byproduct of the current financial downturn, more people are keeping their money in savings accounts and other investments they consider “safe.” This presents an opportunity for financially sound banks to attract new deposits. And one way to spur deposit growth is to take advantage of the Internet and other technologies that encourage people to save and make it easier for them to make deposits with your bank. But online banking also can increase your bank’s exposure to fraud, identity theft, money laundering and other risks. This article lists potential online services, along with risks to guard against.
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The tax effect of a lease with option to buy
March / April 2009
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 674
Abstract: Many real estate professionals use the “lease with option to buy” method of structuring deals, because it enables them to collect higher monthly payments and higher prices overall than they could in a normal transaction. Lease options bring buyers to the table who otherwise wouldn’t have been able to purchase, thus enabling sellers to move houses in a down market. But, as popular as this method is, both lessees and lessors need to be aware of certain tax implications. This article explains what those are.
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9 questions single parents should ask about their estate plans
January / February 2009
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 674
Abstract: In many respects, estate planning for single parents is similar to estate planning for families with two parents. Single parents want to provide for their children’s care and financial needs after they’re gone. But when only one parent is involved, certain aspects of an estate plan demand attention. This article examines nine questions single parents should consider when reviewing their estate plans.
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It’s time to start measuring the quality of your care
Summer 2008
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 674
Abstract: Today, patients are choosing providers based on quality of care. Your practice can no longer postpone its decision to commit to a practicewide quality program. This article can help you get started. For example, the first thing you must do is get full buy-in from your practice’s leadership. You’ll also need to align compensation methods with your quality improvement objectives. Consumer-driven health care is here to stay: It’s time to get started. (Updated 8/29/12)
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Is your business structure still a perfect fit?
January / February 2008
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 674
Abstract: Most contractors wouldn’t dream of allowing a construction project to run unsupervised according to the original plans, because circumstances can change. The same is true of business structure: The ownership form that was once a perfect fit may eventually need to be adjusted. Beginning with the two most popular choices, this article provides a snapshot of each. (Updated 3/23/12)