689

Showing 1–16 of 18 results

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • 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.

    Read More

  • Is employee fraud hurting your bottom line?

    Fall 2013
    Newsletter: Construction Industry Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 689

    Abstract: For the construction industry, losses pertaining to jobsites, plant sites and job management are more common than accounting and financial fraud. But, as this article explains, there are ways to beef up controls to fight back against fraudsters. Besides discussing fraud penalties in an employee manual, tools include confidential hotlines, background checks, separation of responsibilities, random audits — and setting a good example.

    Read More

  • Planning your digital legacy

    January / February 2013
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 689

    Abstract: In an increasingly digital world, people often overlook digital assets when developing an estate plan, and the consequences can be disastrous. With no paper trail, a decedent’s family members may be unaware that certain assets exist, or may need a court order to have someone hack into a password-protected computer. Or, if a small-business owner dies and his or her family lacks access to important information, the business may suffer. This article discusses strategies for ensuring that family or personal representatives have access to important records when the time comes.

    Read More

  • All in the family — The ins and outs of the FMLA

    Year End 2012
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 689

    Abstract: Many employers have a general understanding of the Family and Medical Leave Act of 1993, but the particulars can be a bit fuzzy. Because missteps in FMLA compliance can lead to conflicts with employees and even costly lawsuits, it’s important to be familiar with the requirements. This article offers a primer on several significant provisions involving who can qualify and under what circumstances.

    Read More