696

Showing all 14 results

  • Where there’s smoke, there’s fire – Watch for the warning signs of fraud

    Year End 2020
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 696

    Abstract: As a result of the dramatic economic downturn caused by the COVID-19 pandemic, many businesses have been struggling to maintain profit margins, and many of their employees are under severe stress. In this confusing and difficult environment, the temptation to commit fraud may be harder to resist. This article points out that it’s imperative that lenders be aware of the potential threat to their borrowers’ bottom lines — possibly from people inside the company — and take proactive action to ensure strong financial oversight and due diligence.

    Read More

  • HSAs – Understanding the health savings and estate planning benefits

    June / July 2020
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 696

    Abstract: In addition to serving as a viable option to reduce health care costs, a Health Savings Account (HSA) can positively affect an estate plan because its funds grow on a tax-deferred basis. This article details how an HSA works and explains its cost savings and estate planning benefits.

    Read More

  • The cost of capital counts!

    September / October 2019
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 696

    Abstract: The cost of capital is an important consideration when valuing a business under the income approach. This article explains how business valuation experts determine the “optimal” capital structure for a business and why it matters.

    Read More

  • The cost of capital counts!

    September / October 2019
    Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 696

    Abstract: The cost of capital is an important consideration when valuing a business under the income approach. This article explains how business valuation experts determine the “optimal” capital structure for a business and why it matters.

    Read More

  • Nightmare scenario – Are you liable for fraudulent credit card debt?

    August / September 2017
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 696

    Abstract: Taking a few simple steps can help cut the risk that credit cards will be used without permission or the owner’s knowledge — and can lessen the likelihood that they’ll be liable for any charges unauthorized users make. This article explains the policies that guide credit and debit card agreements, and how individuals can reduce the risk that they’ll become victims of fraud.

    Read More

  • A closer look at valuation credentials

    March / April 2016
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 696

    Abstract: The business valuation (BV) discipline has grown up over the last few decades, but many gray areas persist. This article provides a road map to help attorneys and business owners navigate common BV credentials and determine how dedicated a practitioner is to the field of BV science.

    Read More

  • How to avoid getting buried by your debt

    November / December 2015
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 696

    Abstract: Leverage, which is simply using borrowed money to make an investment, allows real estate investors to afford more expensive properties than they could with just their own equity. And, unlike dividends, interest payments are tax-deductible, further reducing the cost of debt. This article shows that leveraging can be a balancing act — you don’t want to overleverage and put yourself at undue risk, but you also don’t want to underleverage and miss out on strategic investment advantages.

    Read More

  • Why you need to know your corporate governance score

    August / September 2013
    Newsletter: Public Company Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 696

    Abstract: Earlier this year, Institutional Shareholder Services (ISS) — the largest and most influential proxy advisory firm — unveiled its Governance QuickScore rating system. Given the significant impact governance issues can have on investor decisions, companies should review their QuickScore rating and ensure it’s based on accurate data. This article explains how the scores are determined, while a sidebar describes four categories of QuickScore rating factors.

    Read More

  • The health care act – Getting ready to comply

    March / April 2013
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 696

    Abstract: With a large number of Patient Protection and Affordable Care Act provisions taking effect in 2014, dealers shouldn’t waste any time preparing for the changes. The new requirements may have little effect on dealerships already offering health insurance, but “large” employers may have some substantial new costs for initiating or improving health coverage — or face tough penalties for not doing so. This article describes what constitutes a large employer and discusses new Medicare tax withholding requirements.

    Read More

  • How much is too much cash? — Mounting reserves aren’t always healthy

    Year End 2012
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 696

    Abstract: According to a recent survey, more than a third of CFOs are stashing away more operating cash flow in their bank accounts than ever before. But this could be an inefficient use of capital that borrowers will regret down the road. This article discusses the cost of stockpiling too much cash and how formal financial forecasts can provide a method to building up cash reserves. It then looks at ways to reinvest a cash surplus.

    Read More

  • The optimal capital structure — The right blend of debt and equity is key

    June / July 2012
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 696

    Abstract: Private business owners are often gun-shy when it comes to taking on debt, as it adds risk to the business. But a reasonable level of debt enables borrowers to grow faster and build value for equity investors. This article points out the advantages of limited debt and explains how a select blend of debt and equity can maximize a company’s value.

    Read More

  • What have you got to lose? – Year end tax planning for investment and retirement accounts

    September / October 2010
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 696

    Abstract: As year end approaches, it’s smart for investors to review their situation and consider strategies that can minimize capital gains tax and use capital losses to their tax advantage. This article looks at the taxation of short- vs. long-term gains, the impact of the wash sale rule on sales of investments, and the tax treatment of retirement savings.

    Read More

  • Check sibling rivalry before transferring the family business

    Winter 2009
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 696

    Abstract: In families with multiple adult children, transferring ownership of the business to the next generation can be a sensitive matter. Sibling rivalry — especially when it comes to determining roles and responsibilities — can intensify and spark battles that can hurt the business and the family. This article offers some tips on how to keep the peace.

    Read More

  • The importance of goal setting

    Fall 2008
    Newsletter: Vital Signs

    Price: $225.00, Subscriber Price: $157.50

    Word count: 696

    Abstract: In today’s fast paced and high-demand world, the daily tasks of clinical practice and administration can get lost in day-to-day activities. Long-term goals for the practice seem to collide with the task of balancing life obligations, which results in time constraints and crisis management. Setting goals is extremely important for individuals as well as practices. This article provides three steps to goal-setting success.

    Read More