678

Showing 1–16 of 17 results

  • Don’t let accounts receivable fraud take what you’ve earned

    May / June 2020
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 678

    Abstract: Revenue coming into a business is an obvious temptation to a dishonest person. And, indeed, accounts receivable fraud is among the most common crimes committed internally against business owners — and contractors are hardly immune. This article describes common schemes, offers prevention tips and explains how to investigate.

    Read More

  • Changing jobs? What to do with your retirement plan

    October / November 2019
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 678

    Abstract: When an individual changes jobs, an important consideration is how to handle any money accumulated in his or her current employer’s retirement plan. Although one option is simply to withdraw the funds, this can be costly. This article suggests several strategies, including leaving the funds where they are or rolling over the funds to an IRA, that will help people changing jobs avoid unfavorable tax consequences and penalties.

    Read More

  • Tackling resistance to innovation

    August / September 2019
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 678

    Abstract: Executives and business owners often find the greatest obstacle to innovation isn’t the change itself, but employees’ resistance to it. Employees may be concerned about their ability to manage or control changes. They may worry about the ways an innovation is likely to alter (or even eliminate) their jobs. This article offers some ways to gain support from employees and notes that companies can ease a transition by acknowledging and addressing the reasons employees might resist it.

    Read More

  • The HSA: A healthy supplement to your savings regimen

    March / April 2019
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 678

    Abstract: Longer life expectancies and rising health care costs make saving for retirement more important than ever before. A Health Savings Account (HSA) can be a powerful tool for financing health care expenses while supplementing one’s other retirement savings vehicles. And it offers estate planning benefits to boot. This article details how an HSA works and how it can fit into a person’s estate planning.

    Read More

  • Estate planning solutions for members of the “sandwich generation”

    July / August 2018
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 678

    Abstract: Those who are caring for their children and elderly parents, all while trying to save for retirement, are considered to be part of the “sandwich generation.” This article provides estate planning techniques to incorporate to address the circumstances of being a member of the sandwich generation.

    Read More

  • Settling (and preventing) postacquisition disputes

    March / April 2018
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 678

    Abstract: Mergers and acquisitions sometimes fail to live up to the parties’ expectations for a variety of reasons. This article illustrates how financial experts can help buyers and sellers resolve disputes that arise after a deal closes and, more important, how they may help prevent disputes if consulted before closing about value-related provisions of the sales contract.

    Read More

  • Family businesses bring valuation challenges

    July / August 2017
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 678

    Abstract: From the Rockefellers to the Kardashians, working together can bring out the best — and worst — in families. This article discusses four key questions valuation experts ask when valuing family businesses. They relate to family members on the payroll and other related-party transactions, management styles and key person discounts.

    Read More

  • Is a donor-advised fund right for you?

    February / March 2017
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 678

    Abstract: Those who make sizable gifts to charitable causes can realize personal rewards from their generosity and claim a deduction on their tax returns. One drawback is that, once the money or assets are contributed, they generally have no further say on how the funds are used. This article details why a donor-advised fund may be a solution.

    Read More

  • How to monitor and manage your dealership’s online reputation

    Fall 2015
    Newsletter: Auto Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 678

    Abstract: More and more people today are taking to the Internet to share their thoughts about the auto dealerships they do business with. So it’s critical for dealerships to have a strategy in place for monitoring what customers and prospects are saying online about them. This article discusses developing an online monitoring strategy that uses free and subscription monitoring tools. A sidebar discusses how to handle bad online reviews.

    Read More

  • Danger zone – Retaliation case looks to Supreme Court precedent

    November / December 2013
    Newsletter: Employment Law Briefing

    Price: $225.00, Subscriber Price: $157.50

    Word count: 678

    Abstract: In 2011, the Supreme Court allowed an employee to bring a retaliation claim under Title VII when he was fired after his fiancée, a co-worker, filed a discrimination charge against their mutual employer. But what about a case in which: 1) a husband and wife work for the same employer, 2) the wife is involved in a discrimination case against the employer, 3) the husband moves to a new employer but is soon terminated, and 4) he alleges that the termination was facilitated by employees who had also made the move and were retaliating against the husband for the wife’s actions? This article discusses just who falls within the “zone of interests” protected by Title VII. Byron Underwood v. Department of Financial Services State of Florida, No. 12-14711, April 25, 2013 (11th Cir.) Thompson v. North American Stainless, LP, No. 09-291, Jan. 24, 2011 (Supreme Court)

    Read More

  • Go deep – Superficial overviews won’t pass muster in patent infringement cases

    May / June 2013
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 678

    Abstract: Valuators are often hired to quantify patent infringement losses. This may involve estimating lost profits or determining reasonable royalties due to the inventor. But according to recent U.S. Federal Circuit court decisions, conclusions based solely on outdated rules of thumb or superficial overview of the Georgia-Pacific factors no longer pass muster. This article cites recent court decisions that shed light on the in-depth analysis now deemed necessary in determining patent infringement losses and royalty rate calculations. Uniloc USA Inc. v. Microsoft Corporation, 632 3d. 1292, 1315, Fed. Cir. Jan. 4, 2011. WhitServe LLC v. Computer Packages Inc., Case Nos. 2011-1206, 1261, Fed. Cir. Aug. 7, 2012. Georgia-Pacific Corp. v. U.S. Plywood Corp., 318 F. Supp. 1116, 1120, S.D. N.Y. 1970.

    Read More

  • Equity recaps may be the answer for some customers

    Year End 2012
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 678

    Abstract: It may be impossible to extend a loan to every customer, but neither is it desirable to turn that client away without a solid suggestion for securing financing. Suggesting a private equity recapitalization is a possible solution. This article explains how an equity recap uses a private equity group (PEG) to provide financing, and what the group expects in return. The article offers a hypothetical example of the recap process.

    Read More

  • (Don’t) charge it! Educate your college-age child on the downsides of credit card debt

    February / March 2011
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 678

    Abstract: Students’ understanding of credit is becoming just as important as their ability to write top-notch term papers. Without it, today’s college students could be setting themselves up with debt loads (not even counting student loans) that may take years to pay off and hinder their ability to purchase cars or homes, or even to start their careers. This article offers tips for showing new students how to use credit cards responsibly. A sidebar shows how the Credit Card Accountability, Responsibility and Disclosure Act of 2009 offers college students new protections from overzealous credit card marketers.

    Read More

  • The search for hidden income in divorce valuation

    November / December 2010
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 678

    Abstract: Divorcing spouses frequently engage valuation experts to help divide their assets, particularly when the marital estate includes a private business interest. Emotions run high in divorce, and missing income is sometimes a problem. Such a charge may be baseless, but to determine whether a claim that a business is hiding income is justified or without merit, valuation and forensic accounting expertise can be key. This article lists some techniques financial experts may use to unearth buried cash and estimate how much an owner may not be reporting. The article points out that, in divorce valuations, family court judges seem to prefer independent appraisal expertise and analysis.

    Read More

  • Outsourcing can help improve your bottom line and results

    Fall 2010
    Newsletter: Rx for Practice Management / Practice Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 678

    Abstract: Outsourcing can be a benefit to many practices, but it’s important to think through the decision before sending work offsite. This article explains that one should begin by doing a cost-benefit analysis, and lists three factors to consider in determining feasibility. But, if the answer is “yes,” outsourcing can improve operations, reduce costs, and eliminate responsibilities and hassles for physicians and administrators.

    Read More

  • 7 steps to smarter, timelier collections

    Summer 2010
    Newsletter: Rx for Practice Management / Practice Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 678

    Abstract: In times when cash flow may not keep pace with patient flow, it’s important to ensure that one’s practice collects for every procedure and every patient. This article offers seven suggestions, including assigning billing employees to certain insurers; keeping an eye on accounts receivable aging; creating an office manual; and providing performance incentives.

    Read More