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Showing 1–16 of 19 results

  • Secure a corporate sponsor – These best practices could bolster your chances

    June / July 2020
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 683

    Abstract: Corporate giving has experienced solid growth in the last few years. Even with the economic uncertainty associated with COVID-19, many corporations will be digging into their pockets for charities this year and beyond. This article offers some strategies for landing corporate backing.

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  • Attesting to your nonprofit’s ability to survive

    Summer 2019
    Newsletter: Nonprofit Observer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 683

    Abstract: Accounting Standards Codification (ASC) 205-40 requires management to perform a going-concern evaluation each time annual or interim financial statements are issued. This article explains key components of the accounting standard.

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  • Don’t put off creating a well-crafted buy-sell agreement

    Fall 2018
    Newsletter: Construction Industry Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 683

    Abstract: The thought of creating a buy-sell agreement may strike a certain amount of trepidation into the hearts of some contractors. But putting off the creation of a well-crafted buy-sell can put a construction company at risk if unexpected circumstances arise. This article explains the purpose, as well as some of the ins and outs, of these important, legally binding documents.

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  • Financial trouble spots that should trigger alarms for your board

    August / September 2018
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 683

    Abstract: When not-for-profits are losing funding sources, defaulting on loans or leaving employees unpaid, board members can clearly see that they’re in financial crisis. Often, though, the board could have averted such disasters if it had recognized some of the subtler signs of distress. This article discusses how to keep an eye out for financial problems.

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  • Financial statement reporting: Understand the distinctions

    June / July 2018
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 683

    Abstract: It’s important for lenders to understand the distinctions between accounting standards and be able to recognize when — and why — borrowers choose to use different reporting systems for their financial statements. This article explains the differences between Generally Accepted Accounting Principles (GAAP) and tax-basis reporting, noting that both are valid and the decision of how to report financial information depends on a business’s specific characteristics.

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  • The donor advised fund: A powerful vehicle for charitable giving

    March / April 2016
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 683

    Abstract: Philanthropic individuals can choose between using a donor advised fund (DAF) or a private foundation. This article explains how a DAF — typically sponsored and managed by a community foundation or commercial investment company — offers many of the benefits of a private foundation at a fraction of the cost.

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  • Why you should keep an eagle eye on your estimates

    Winter 2016
    Newsletter: Construction Industry Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 683

    Abstract: For contractors, it’s necessary to keep an eagle eye on a multitude of tasks. But, one task that’s susceptible to being overlooked is how the contractor handles estimates. Otherwise, the contractor might just find itself digging a hole into profits. This article looks at the fixed-price vs. approximate estimating methods, the accuracy of the estimations, and the qualifications of the estimators.

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  • How to spot and stop expense account cheating

    September / October 2013
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 683

    Abstract: The same conditions that make it possible for one employee to cheat may enable others to submit false expense reports. And even small amounts can add up to big losses when several employees and multiple reports are involved. This article explores a few of the more common expense fraud schemes. It also notes control policies and procedures, but emphasizes that enforcement of such controls is key.

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  • How to protect your practice from employee fraud

    Summer 2013
    Newsletter: Vital Signs

    Price: $225.00, Subscriber Price: $157.50

    Word count: 683

    Abstract: Employee fraud is a risk in every business, and physician practices are no exception. One survey done by the MGMA found that 83% of respondents have been affiliated with a practice that has been victimized by employee theft or embezzlement. This article looks at the kinds of fraud that can occur within a medical practice and how to prevent fraud from occurring.

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  • Is your portfolio mix in need of a fix?

    July / August 2013
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 683

    Abstract: The degree to which two investments move in the same or opposite directions over a specific time period is expressed as the “correlation coefficient.” During the past 20 years or so, correlation among some asset classes has increased, partly because of an increasingly globalized economy. This article explains why spreading funds across a wider array of assets that don’t move in lockstep with each other can help a portfolio maintain its rhythm over the long term.

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  • Catching up with the classic IRA

    April / May 2013
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 683

    Abstract: There are many ways to fund retirement. Among the most long-standing is the IRA, which can still prove useful — even for those having a 401(k) or other employer-provided plan. This article shows the similarities and differences between traditional and Roth IRAs, especially as they apply to taxes.

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  • Are you ready for the changes? Final rule on EHR Stage 2 released

    Spring 2013
    Newsletter: Healthcare Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 683

    Abstract: CMS has released its final rule that hospitals must satisfy to qualify for incentives in Stage 2 of the Electronic Health Record (EHR) Incentive Program. This article discusses the final regs as they pertain to several key areas: new “core” and “menu” objectives, clinical quality measure (CQM) reporting, and Medicare payment adjustments.

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  • 12 tips for negotiating physician employment agreements

    Fall 2011
    Newsletter: Rx for Practice Management / Practice Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 683

    Abstract: Until they become partner-owners, most physicians have an employment relationship with their physician group. When it’s time to negotiate or renegotiate an employment contract, there are critical issues that must be understood and settled. A written physician employment agreement can make sure each physician understands and is comfortable with every contract provision. This article offers 12 common provisions that should be included in a practice’s contracts to address such issues as compensation, relocation loans and restrictive covenants.

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  • Expert’s lost-profits opinion hits the nail on the head

    May / June 2011
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 683

    Abstract: Establishing lost-profits damages can prove difficult — especially when a case involves a new business in a volatile industry. But a recent breach of contract and fraud case suggests that solid testimony from a qualified financial expert can help attorneys make their case. This article discusses the case, in which a restaurant owner claimed lost profits due to the developer’s failure to provide promised valet parking services. The defendant disagreed with the amount of damages that were awarded, so the appeals court studied the methodology used by the plaintiff.

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  • Social networking – Opting out may no longer be an option

    Winter 2010
    Newsletter: Law Firm Management

    Price: $225.00, Subscriber Price: $157.50

    Word count: 683

    Abstract: According to one recent report, only one in eight law firms use social networks. Many firms are understandably concerned about privacy, worker productivity and misuse of social networking sites. But such fears are probably misplaced. In fact, without social media policies, attorneys and staff are just as likely to make firm-damaging statements online from their home computers as they are from their office computers. An intelligent policy regarding use of blogs and networking sites can help attorneys interact with clients and peers to share ideas and build business.

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  • The Roth IRA: Is it time to convert?

    September / October 2009
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 683

    Abstract: Someone who has a significant balance in a traditional IRA may find that it makes sense from an estate planning perspective to convert it to a Roth IRA. For many, the Roth offers a number of specific advantages. However, due to the law’s current (but soon to expire) income limitations and depending on one’s personal situation, a conversion will be most advantageous if made at the right time: either now, in 2010, or in stages over two or more years.

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