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Showing 1–16 of 30 results

  • 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.

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  • Do you have a financial disaster plan?

    Summer 2016
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 676

    Abstract: Many people are proactive when it comes to preparing for a natural or man-made disaster. For example, they stockpile an “emergency stash” of supplies, water and canned goods to last them a week or longer in case of a major storm or other disaster. But they often don’t consider in their preparation how their finances could be impacted by a catastrophe. This article discusses anticipatory measures to take, including gathering, organizing and safeguarding personal identification records and financial and legal documentation.

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  • Why good governance depends on an effective audit committee

    Winter 2016
    Newsletter: Nonprofit Observer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 676

    Abstract: Nonprofit boards aren’t required to have audit committees. But as this article argues, an audit committee helps ensure financial integrity, limit risk and protect an organization’s reputation. The article lists audit committee responsibilities and describes committee members’ qualifications.

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