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Showing 1–16 of 32 results
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Will the Corporate Transparency Act affect your business?
Year End 2023
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 676
Abstract: Businesses soon may need to meet a new reporting requirement mandated by the Corporate Transparency Act (CTA) and scheduled to take effect January 1, 2024. The CTA requires many companies to report beneficial owner information (BOI) to the Financial Crimes Enforcement Network (FinCEN), a bureau of the U.S. Department of the Treasury. This article explains that the information reported is intended help prevent criminals, such as human and drug traffickers, from using anonymous shell companies to hide illicit proceeds.
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What does your staff want from you?
Spring 2023
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 676
Abstract: Finding the answers to what staff members want from their jobs can be highly beneficial for the long-term stability and profitability of a medical practice. This article explains that what the staff wants may vary depending on the size and specialty of the practice, as well as other factors. But among some commonly held staff “wants” are open communication, honest feedback and to be treated with respect. The article highlights the importance of ensuring staff wishes are considered to help a practice attract, hire and retain the best people.
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Spotlight on fraud in the nonprofit sector
November / December 2020
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 676
Abstract: Times of crisis bring out the best — and worst — in people. During the COVID-19 pandemic, it’s critical for not-for-profit organizations to remain diligent in their efforts to combat fraud. This article identifies steps that not-for-profit clients can take to minimize fraud risks and help fulfill their mission.
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Perfect timing – Why now is as good a time as any to create a dynasty trust
November / December 2020
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 676
Abstract: A dynasty trust can preserve substantial amounts of wealth — and shelter it from federal gift, estate and generation-skipping transfer (GST) taxes — for generations to come. Leveraging the GST tax exemption is a key to the success of a dynasty trust. The good news is that this trust type is now more appealing than ever thanks to the current record-high GST tax exemption. However, that amount is due to drop to $5 million, subject to an adjustment for inflation, at the end of 2025, so that’s an important fact to keep in mind. This article explores the ins and outs of a dynasty trust.
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What are the benefits of a durable power of attorney?
February / March 2020
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 676
Abstract: No one likes to think about being incapacitated, but the threat is real. This raises some troubling thoughts about how one’s personal and financial affairs will be handled in the event they’re incapacitated. This article notes that a common solution to this problem is to create a power of attorney, and explains why the optimal protection is afforded by a durable power of attorney.
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Are you prepared? 5 common cyber threats to the banking industry
Fall 2019
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 676
Abstract: Cybersecurity is one of the most critical issues businesses face today — and banking is among the industries most affected by these attacks. This article looks at some of the most common cyber threats and explains how banks can conduct risk assessments to identify and quantify their institutions’ specific vulnerabilities and develop plans to address these threats and mitigate the risk.
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Form 8300 reporting – Cash payments from customers call for special treatment
September / October 2019
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 676
Abstract: It’s not uncommon for dealerships to receive large sums of cash as payment for vehicles. And they are generally required to file a special form (Form 8300) with the IRS to report cash transactions of more than $10,000. This article reviews those requirements.
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Form 8300 reporting – Cash payments from customers call for special treatment
Fall 2019
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 676
Abstract: It’s not uncommon for dealerships to receive large sums of cash as payment for vehicles. And they are generally required to file a special form (Form 8300) with the IRS to report cash transactions of more than $10,000. This article reviews those requirements.
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Compilation, review or audit: Select the right level of assurance
Spring 2018
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 676
Abstract: The term “assurance” refers to how much confidence lenders and other stakeholders have that a company’s financial statements will be reliable, informative and in conformity with a particular financial reporting framework. This article compares and contrasts the three levels of assurance, along with providing guidance on how to select the right option.
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What does the future hold for your cash flow?
July / August 2017
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 676
Abstract: They say you can’t predict the future. But knowing what the future holds for a construction company’s cash flow is, in many ways, the key to its success. This article describes how to create a cash flow forecast by evaluating incoming cash flows, creating billing schedules and putting the data to work.
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Talkin’ ‘bout my generation – The challenges of managing diverse age groups
Summer 2017
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 676
Abstract: Many dealerships employ workers from across the generational spectrum. This often ranges from Baby Boomers to members of Generation X, Generation Y (or the Millennials) and now Generation Z. This article gives suggestions for managing a workforce with a wide range of ages. Among the topics discussed are recognizing differences in values, maximizing generational strengths and adapting one’s management style to each group.
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Internal control – How to keep shareholders from disrupting your deal
June / July 2017
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 676
Abstract: In most cases, shareholders and investors don’t have contractual rights to block a company’s M&A plans. But as this article relates, they can make the process difficult. That’s why merging companies need to take investor concerns seriously and work to communicate the benefits of any proposed deal.
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Are you ready for endowments?
Spring 2017
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 676
Abstract: With baby boomers — the largest and wealthiest generation in U.S. history — expected to transfer trillions of dollars worth of assets in the next few decades, this could be the right time to launch an endowment. This article explains the two main types of endowments, describes the pros and cons, and addresses managing assets and spending restrictions. “Quasi” endowments also are discussed.
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Bidding made better with go/no-go analysis
Spring 2017
Newsletter: On-Site
Price: $225.00, Subscriber Price: $157.50
Word count: 676
Abstract: To bid or not to bid? For contractors, this is always the question. This article explains an approach called go/no-go analysis, which involves choosing different categories to evaluate in relation to prospective projects and then assigning point values to each to calculate a cumulative score regarding a job’s viability.
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All in the family – Transferring FLP or FLLC interests with operating losses
November / December 2016
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 676
Abstract: Some real estate investors hold properties in an FLP or FLLC. Many of these investors also likely transfer ownership interests to family members to “shift” income to family members in a lower tax bracket or to transfer wealth to the next generation. This article warns that shifting FLP or FLLC properties that are generating operating losses can cause tax-related pitfalls.
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A donation’s a donation … except when it’s a gift in kind
Summer 2016
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 676
Abstract: Under certain circumstances, gifts in kind and donations of services are recorded and recognized differently from other types of donations. This article explains why these types of donations may need to be recorded and recognized at year end as revenue, expenses or assets. It also talks about how to assess the fair value of such gifts.