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Showing 1–16 of 23 results
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Making a change: Choosing a new successor for your family business
August / September 2023
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 683
Abstract: Deciding on the right person to take over the reins of a family business can be a difficult job. And the decision may be even more complex when one or more of the candidates come from within the family itself. If a business owner has a certain person in mind but, for various reasons, that chosen successor gradually, or sometimes suddenly, fades as the optimal choice, this article explains that it’s usually best to handle the matter with great care. This article suggests several strategies for ensuring a smooth and successful succession.
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The price is right – Implementing the right pricing strategy
Spring 2022
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 683
Abstract: COVID-19. Inflation. Labor shortages. Supply chain delays. Manufacturers have had a lot on their plates the past couple of years. Across the board, the result has been increasing prices. This article looks at why simply increasing prices without factoring market-based considerations into pricing strategies might not be enough.
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Words matter – NDA language doesn’t protect trade secrets indefinitely
February / March 2022
Newsletter: Ideas on Intellectual Property Law
Price: $225.00, Subscriber Price: $157.50
Word count: 683
Abstract: Most owners of a trade secret would want to keep it, well, secret. But the wording in a nondisclosure agreement (NDA) can inadvertently undermine that goal. This article discusses a case in which the court reviewed this potentially very costly lesson. BladeRoom Group Ltd. v. Emerson Electric Co., No. 19-16583 (9th Cir. Aug. 30, 2021).
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The pros and cons of retirement plan rollovers
Year End 2021
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 683
Abstract: In this volatile economy, some sectors are looking better than ever while others are still struggling. Accordingly, many employees are reassessing their careers and seeking new employment in more lucrative industries. This article points out that those changing jobs need to understand the ins and outs of transferring from one retirement plan to another to ensure they don’t diminish their savings or unnecessarily owe taxes because of the transition.
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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.