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Showing 17–30 of 30 results
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My portfolio manager is leaving! What should I do?
September / October 2014
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: A quality portfolio manager (PM) can be influential in the overall success of an investment plan, so it can be disconcerting when one leaves. But that doesn’t necessarily mean that an investor should jump ship. This article discusses some of the considerations involved in evaluating both the old and new PM, in light of the type of fund involved, management style and past performance. Sometimes, it’s best to give a new PM a fair shot before selling off the fund. This will not only allow him or her time to get acclimated, but also can help avoid the tax liability and applicable withdrawal charges of a fund sale.
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Why you should consider the tax ramifications of SMLLCs
May / June 2014
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: A “single-member limited liability company” (SMLLC) holds properties in order to distance the investors from various liabilities. It can also avoid double taxation. But this article discusses why, before setting up such an entity, it’s important to consider the tax ramifications. For example, when using an SMLLC to own a partnership interest, there may be negative tax repercussions that wouldn’t necessarily be the same if one owned the partnership interest as an individual.
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Risk management essentials – SWOT analyses can still help your business
Summer 2013
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: The SWOT analysis — the acronym standing for “strengths, weaknesses, opportunities and threats” — is a long-standing risk management essential. This article explains how to get started on a companywide SWOT analysis and identify these four factors. Doing so will help a company create awareness and prepare action plans.
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Liquidation vs. going concern – Making the best choice in today’s economy
May / June 2013
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: Businesses that are considering liquidation should be careful before proceeding — they could end up in an even worse situation. This article states why it’s important to bring in a professional valuator or appraiser to determine the appropriate premise of value at the beginning of the engagement. It looks at three common premises of value: going concern, liquidation-orderly, and liquidation-forced.
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Keeping an eye on dealer review sites
Spring 2013
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: For dealers who don’t know what’s being said about them on online dealership review sites — or don’t have a strategy in place to quickly combat unfair reviews or appease disgruntled customers who have a legitimate beef — this article should serve as a wake-up call. It explains the threat from negative reviews, whether fair or unfair, and how a dealership should respond.
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When a leadership change is in order, be a resource
Winter 2013
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: Lenders often form long-term, and even close, relationships with their business loan customers. So when a customer needs to turn over the management reins to a replacement, it may be hard for them to say good-bye to the old and hello to the new. But the well-being of the customer’s business may depend on it. This article shows how lenders can use their expertise to help customers choose the best leadership to guide their company into the future.
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From reluctant to enthusiastic — Turning board members into fundraisers
Fall 2012
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: It can be difficult to motivate board members to play a fundraising role. They’re busy people and aren’t always comfortable asking those in their network for money. Fortunately, there are ways a nonprofit can help board members get over their reservations, including providing training and encouraging creative approaches.
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The what, when, how and who of blockage discounts
November / December 2011
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: Discounts for lack of control and marketability are common in business valuation. But a lesser-known discount for blockage may apply when valuing large blocks of public stock with limited trading volume. This article describes what blockage discounts are, when they apply and how valuators quantify them.
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Lean, mean, competitive machine – Spinoffs can fast-track your acquisition’s future
April / May 2011
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: A business buyer may be satisfied with the acquisition price it paid and that business’s growth prospects. But a strategic divestiture or spinoff could further enhance the acquisition’s value. Spinoffs can help raise cash, eliminate underperforming segments, streamline operations and focus management’s attention on more profitable parts of the company. This article discusses the benefits of spinoffs and how to evaluate potential spinoff candidates.
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Theory into practice: Benford’s Law finds financial fraud
September / October 2010
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: Benford’s Law is a relatively old statistical precept regarding the frequency of certain numbers in random data sets. But only in recent years has it become effective in detecting fraud, thanks to technological advances. This article explains how, informed by Benford’s Law, fraud experts use spreadsheet software to identify questionable numbers and suspicious activities. Often, experts spot possible financial manipulation that would be invisible to the naked eye.
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Down economy invites fraud – Lender due diligence is a deterrent
June / July 2010
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: Instances of fraud rise during down economies, making fraud awareness and detection critical — not only for business owners, but also for lenders. They need to look out for the “fraud triangle,” a set of conditions that invite malfeasance, along with signs indicating that fraud may already be underway. And lower-level employees shouldn’t be the only object of scrutiny — C-level fraud, in which owners and managers have the authority to override internal controls, is trickier and more costly.
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Slashing costs – Incorporate strategic service management and reverse logistics into your cost-reduction program
Spring 2009
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: As manufacturers become more adept at improving production and operations, they should look beyond the tried-and-true in their efforts to stay competitive. Strategic service management and reverse logistics programs are two strategies to consider introducing into a cost-reduction program. This article explains the ins and outs of strategic service management and reverse logistics.
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Pretax benefits can attract new hires
Winter 2009
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: Baby boomers are getting ready to retire, and the competition for skilled workers to replace them is heating up. A manufacturer needs to offer more than a good salary to stand out from the crowd, but what can it do? The answer may lie in pretax benefits. This article details what pretax benefits are and which are the best ones to offer.
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Carrot, meet stick – Use your estate to motivate with an incentive trust
August / September 2008
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: Many people think of their estate plan as, ultimately, a passive concept. That is, it can transfer your wealth to beneficiaries, but it can’t really give them your wisdom or help them make sound life choices. This article looks at one way to shift this paradigm — with an incentive trust, which sets guidelines for how a beneficiary becomes eligible to benefit from the trust.