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Showing 1–16 of 21 results
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Pros and cons of self-directed IRAs
November / December 2022
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 689
Abstract: Retirement savers who want more control over how their retirement dollars are invested might want to consider a self-directed IRA. But along with greater diversification and potentially higher returns come significant risks and disadvantages. This article reviews both the pros and cons. The latter include risks associated with “prohibited transactions” and investments in real assets.
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Thinking through the financial exec hiring decision
Spring 2021
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 689
Abstract: Despite the pandemic, many dealerships have seen strong financial results amid bumped-up consumer demand and restored supply chain efficiency. Some have grown to the size where they’re considering stepping up the financial management of their operation by hiring a controller or a CFO. This article describes what a dealer-owner needs to evaluate when making this decision, including revenue thresholds, responsibilities of the positions, compensation and outsourcing options.
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Thinking through the financial exec hiring decision
May / June 2021
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 689
Abstract: Despite the pandemic, many dealerships have seen strong financial results amid bumped-up consumer demand and restored supply chain efficiency. Some have grown to the size where they’re considering stepping up the financial management of their operation by hiring a controller or a CFO. This article describes what a dealer-owner needs to evaluate when making this decision, including revenue thresholds, responsibilities of the positions, compensation and outsourcing options.
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Artificial intelligence may be the future of community banking
Spring 2020
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 689
Abstract: Recent technological developments — such as artificial intelligence (AI), robotic process automation (RPA) and machine learning — are rapidly changing the way we do business. And an increasing number of community banks are now recognizing their value. This article discusses the potential uses of such technologies, including automating the account opening process, changing addresses and other information, and improving fraud protection. It notes that community banks should monitor these new technologies and consider how they might improve their businesses — either now, or down the road.
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Don’t lose the online fight: Build a winning strategy
February / March 2020
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 689
Abstract: Online lenders offer potential borrowers speed, efficiency and convenience. To compete, traditional lenders need to up their digital game, while continuing to emphasize the benefits only they can provide. This article provides some tips on how lenders can build a successful strategy, including deepening and nurturing personal relationships with borrowers and taking steps to streamline the lending process. It points out that lenders need to adapt to the changing lending market to ensure they remain competitive.
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Now may be the time to forgive intrafamily loans
May / June 2019
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 689
Abstract: Those with outstanding loans to their children, grandchildren or other family members should consider forgiving those loans to take advantage of the record-high gift and estate tax exemption and the generation-skipping transfer tax exemption. This article explains reasons to forgive the loan and the tax consequences of doing so.
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Educating donors about what they can — and can’t — deduct
Summer 2018
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 689
Abstract: To help prevent unwelcome surprises when donors file their returns, nonprofits should inform them about the tax benefits of different types of donations. This article summarizes the tax treatments of various donations, including cash, ordinary income property, capital gains property, tangible personal property, vehicles and other items.
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What are the elements of a medical practice business plan?
Spring 2018
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 689
Abstract: Physicians tend not to get serious about a business plan until they need to go to a bank and ask for money. But there are plenty of other reasons to have a business plan — starting with the fact that physicians are, after all, running businesses. This article suggests four key elements of a good business plan, such as a marketing plan and a financial budget. By getting professional advice and generating a business plan early — and then revisiting it and restructuring it as the practice changes — a physician will be able to stay ahead of the curve in this rapidly evolving business.
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Higher education is expensive! Begin saving the tax-smart way with a Section 529 plan
January / February 2018
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 689
Abstract: When it comes to saving for college, parents and grandparents often turn to one of the most popular sections of the tax code: Section 529 college savings plans. Of all the vehicles available for college savings, 529 plans are perhaps the most versatile in some ways. This article details the ins and outs (and the estate planning benefits) of 529 plans.
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Exploring the many facets of an ESOP
Winter 2018
Newsletter: Construction Industry Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 689
Abstract: Every contractor must consider his or her retirement (and succession), as well as ways to improve employee engagement. One ambitious and somewhat complex way to do it all is by offering an employee stock ownership plan (ESOP). This article explores the functionality of these plans, the tax impact and some potential risks to consider.
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Using social media in your practice
Fall 2017
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 689
Abstract: Loosely defined, social media comprises Internet-based platforms that allow people to create, share or exchange information in virtual communities or networks. This article examines the pros and cons of using social media in a medical practice. The article notes that it’s a good idea for a practice to assign one person the role of monitoring its social media presence.
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Don’t ignore financial aid when looking to pay for college
August / September 2015
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 689
Abstract: The prospect of paying for college can seem overwhelming. Understandably, many people immediately start thinking about college-funding vehicles. And, indeed, arrangements such as a Section 529 plan or a Coverdell Education Savings Account can play a critical role in getting the job done. But, as this article explains, there’s still the common, viable option of financial aid.
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Is it time to review your plan’s operations?
April / May 2015
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 689
Abstract: With the numerous DOL standards that plan fiduciaries must meet, a fiduciary’s job seemingly never ends. Satisfying fiduciary obligations in administering a retirement plan for the benefit of plan participants, however, need not be unduly onerous if one follows an organized, methodical approach to the task. This article reviews the difference between fiduciary and settlor functions and details key fiduciary tasks.
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It’s out there – How to find your ideal acquisition target
April / May 2015
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 689
Abstract: Finding the right acquisition target isn’t easy. Buyers should perform both a qualitative assessment of a target’s strategic “fit” with its own organization and a quantitative analysis involving relevant financial ratios. This article explains how to weigh the advantages and drawbacks of prospective companies, emphasizing working with M&A advisors.
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5 ways to speed up collections
Year End 2014
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 689
Abstract: Borrowers often pledge receivables as loan collateral. But recent studies show that many companies aren’t collecting receivables as fast as they did before the Great Recession. This article provides five simple steps to turn receivables into cash faster. Tighter collection procedures can expedite service debt and reduce working capital needs and bad debt write-offs.
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Take a tough stand – Common fraud schemes stay that way for a reason
September / October 2013
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 689
Abstract: Although there’s no surefire protection against dishonest employees, establishing a hands-on management style that rewards honesty and takes a tough stand on thievery will go a long way toward protecting assets from internal fraud. This article discusses check tampering and accounts payable fraud, along with controls to guard against fraud.