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Showing all 11 results

  • Time is money – How Millennials can take advantage of it

    January / February 2020
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 707

    Abstract: Millennials face some unique challenges when it comes to investing for retirement. Most came of age after the 2008 financial crisis and many are burdened by student loan debt and rising health care costs. This article explains how young adults can use time and the compounding effect of reinvesting earnings to accumulate a nest egg.

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  • Don’t get taken – What you need to know about parcels in eminent domain

    January / February 2020
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 707

    Abstract: Eminent domain — when a government pays “just compensation” to take property from a private landowner for public use — is unpleasant enough without ending up being shortchanged in the bargain. Often, the government takes a small portion of a larger property. In these situations, the owner may receive the value of the acquired parcel, as well as economic damages on the property that wasn’t acquired by the government. This article reviews how quantifying the effects of eminent domain on the property’s unacquired portion can help maximize compensation.

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  • Keeping due diligence on the front burner

    Winter 2019
    Newsletter: Community Banking Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 707

    Abstract: Every banker knows the importance of due diligence in determining whether to make a loan. This article suggests some due diligence steps to take to help lenders dig deeper and ensure the bank’s loan portfolio is more secure. These steps include assessing risk from many angles and evaluating the reliability of the financial information a borrower provides. The article points out that, to minimize the potential for problems down the line, uncertainty needs to be quantified, documented and analyzed.

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  • Noninterest income can keep your bank on course

    Fall 2018
    Newsletter: Community Banking Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 707

    Abstract: Banks sometimes need to focus on noninterest income because interest income isn’t always enough to maintain a steady and secure bottom line. This article lists the sources of noninterest income, including deposit service charges, loan origination and servicing fees, overdraft and NSF charges, and gains on sales of loans and investment securities. The article notes that it’s important for banks to supplement interest income with other income streams.

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  • Catching up with meaningful use in 2017

    Spring 2017
    Newsletter: Rx for Practice Management / Practice Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 707

    Abstract: “Meaningful use” refers to use of certified electronic health record (EHR) technology. It has had three stages since 2011, and Stage 3 began in 2016. The Medicare Access and CHIP Reauthorization Act (MACRA) essentially replaces the current meaningful use criteria starting in 2017. This article discusses the components and compliance options for 2017, noting that, with the Republican-controlled Congress determined to “repeal and replace” the Affordable Care Act, despite no clearly identified replacement details, there’s some uncertainty surrounding meaningful use requirements.

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  • Watch your step when setting up an FLP

    Summer 2015
    Newsletter: Auto Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 707

    Abstract: Family limited partnerships (FLPs) are a tool that can be used by dealership owners to accomplish a wide range of financial, succession and estate planning objectives. But care should be taken when establishing these arrangements because the IRS has taken a particular interest in them in recent years.

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  • Is sustainability the future of corporate reporting?

    February / March 2014
    Newsletter: Public Company Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 707

    Abstract: Companies that provide sustainability information to investors, customers, suppliers and government agencies typically realize significant benefits and competitive advantages. This is particularly true when sustainability information is combined with financial data into an integrated report. This article explains what a sustainability report is and looks at the many benefits of such reporting.

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  • Keep your hospital out of hot water – Following the letter of the law is key

    Fall 2013
    Newsletter: Healthcare Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 707

    Abstract: It’s critical that all hospitals abide by certain statutes and regulations. And it’s up to the facility’s board of directors or trustees to ensure that compliance is met on all levels. But as the amount of legal obligations continues to grow, it can place a huge burden on the hospital — financially and otherwise. This article looks at the risk for noncompliance in two areas — billing and reimbursement and fraud and abuse — along with other risks.

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  • The proof is in documenting donor gifts

    August / September 2013
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 707

    Abstract: If a nonprofit is not complying with the IRS requirements for acknowledging charitable contributions from its donors, it may find the IRS disallowing those donors’ deductions. This article looks at two recent U.S. Tax Court rulings that amplify this point. In one, a couple’s deduction was disallowed because they hadn’t received a timely notification that they hadn’t received any goods or services in exchange for their contributions. In the other, an experienced real property appraiser was unable to deduct a property donation because he’d appraised the gift himself, instead of getting an independent appraisal. The article goes on to review the IRS “substantiation rules.”

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  • Protecting yourself against “deepening insolvency”

    June / July 2013
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 707

    Abstract: Lenders will try to do what they can to help their clients succeed. But financial institutions could be held accountable by a customer’s creditors under the legal theory of “deepening insolvency” if the customer seeks bankruptcy protection. In deepening insolvency, a struggling company takes on additional debt or equity financing, thereby compounding its insolvency and significantly impairing its ability to repay creditors. This article looks at the history of deepening insolvency claims and what lenders can do to protect themselves.

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  • Do you know how to forecast your cash flow?

    Winter 2009
    Newsletter: Manufacturer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 707

    Abstract: Cash flow forecasting is more an art than a science, but manufacturers who master it can sleep soundly at night. Whether a manufacturer wants to expand the business or just pay the bills, knowing where the cash will come from is a definite stress-reliever. This article explains how to forecast cash flow.

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