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Showing 1–16 of 20 results

  • Private foundations vs. donor-advised funds – Weighing your charitable giving options

    March / April 2023
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 708

    Abstract: Private foundations can be highly effective for people who want to leave a charitable legacy, but they’re expensive to set up and operate. Donor-advised funds are popular alternatives, but they also have potential drawbacks. This article compares the two options, looking at operating expenses, distribution requirements, tax treatment, privacy and more.

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  • Health care directive – An important part of any estate plan, but the terminology can get complex

    May / June 2022
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 708

    Abstract: A health care directive is a critical piece of one’s overall estate plan. Why? It allows a person to communicate their preferences in advance for medical care in the event of incapacitation and the loss of the ability to communicate health care wishes. However, depending on one’s jurisdiction, a directive can go by several different names, including living wills, advance medical directives and directives to physicians. This article defines various terms associated with a health care directive.

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  • Be creative to improve profits over the long haul

    June / July 2021
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 708

    Abstract: In a volatile economy, businesses that fail to think strategically and creatively may be at a competitive disadvantage. This article points out that management needs to assess the business environment as well as the company’s strengths and weaknesses. It also discusses how some sales and cost strategies can help a business stay financially solvent.

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  • Is remote selling the new normal? Tips to make the most of your sales program

    Fall 2020
    Newsletter: Manufacturer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 708

    Abstract: The COVID-19 pandemic has had a dramatic impact on the way people interact and do business. And it’s likely that a number of the changes made to adapt to a social-distancing environment will become permanent. Even before this crisis, there was a definite trend toward digital interactions, and many experts believe that our experiences during the pandemic will accelerate this trend. This article reviews some tips to make the most of a remote sales program.

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  • Stairway back to court – Erroneous jury instructions trip up copyright verdict

    April / May 2019
    Newsletter: Ideas on Intellectual Property Law

    Price: $225.00, Subscriber Price: $157.50

    Word count: 708

    Abstract: The 2016 ruling by a trial court in a copyright infringement case over Led Zeppelin’s classic rock anthem “Stairway to Heaven” garnered a lot of attention. The U.S. Court of Appeals for the Ninth Circuit has now sent the case back to the trial court (which ruled in the band’s favor). This article looks at the court’s ruling, which provides some valuable light on how to prove copyright infringement of music in the process. Skidmore v. Led Zeppelin, No. 16-56057, Sept. 28, 2018, 9th Cir.

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  • Protect multiple generations with a dynasty trust

    April / May 2017
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 708

    Abstract: Dynasty trusts have nothing to do with the popular soap opera from the 1980s, but everything to do with leaving a lasting legacy. Although this type of trust is often created to reduce estate taxes, it can also provide other benefits and protections for affluent families. Most important: A dynasty trust may last for multiple generations. This article details the tax and nontax benefits of a dynasty trust, with a sidebar answering three questions about these trusts.

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  • Reasonable compensation – IRS job aid offers guidance

    September / October 2016
    Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 708

    Abstract: The reasonableness of a business owner’s compensation is an issue in many valuation and litigation contexts. The IRS publication Reasonable Compensation: Job Aid for IRS Valuation Professionals can be a useful resource. This article lists the various situations in which reasonable compensation issues might arise and provides guidance to valuators about which approaches are most effective in those situations.

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  • What secrets might this 1040 tell? Experts look to tax returns in hidden-asset investigations

    September / October 2014
    Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 708

    Abstract: Business owners involved in divorce or engaged in fraudulent activity have plenty of motivation to manipulate the business’s financial statements for their own ends. But a company’s tax returns aren’t so easy to misrepresent — so they’re one place financial experts look when investigating hidden assets. This article lists the kinds of financial information valuators and others may uncover when examining a company’s tax returns.

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  • Billing and collections – Harnessing best practices in claim denial management

    Fall 2013
    Newsletter: Rx for Practice Management / Practice Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 708

    Abstract: Claim denials are a huge financial drain on physician practices. If nothing is done to reverse a denial, the revenue that it represents is lost to the practice. Fortunately, there are some best practices that can help manage claims denied by payers. This article discusses how to keep a claim “clean” in the first place, how to respond to a claim denial, and how to prevent future denials. A sidebar looks at analyzing data to reveal the root causes of denials.

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  • Rules of the house: The tax ins and outs of refinancing

    September / October 2012
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 708

    Abstract: Many homeowners have come face to face with the issue of refinancing their mortgages in recent years. What they may not have realized, when starting the process, is that they also have to deal with certain tax issues related to the refinancing, such as the impact of a straight replacement loan vs. cash-out refinancing. This article explains those concepts and their tax impact, while also taking a look at the tax treatment of “points.”

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  • The when and what of charitable donations

    Year End 2011
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 708

    Abstract:   With one year ending and another beginning, many are considering donating to qualified charities. But there are tax ramifications involved. This article examines the “when” and “what” of charitable giving. It discusses the timing of gifts and the use of charitable remainder trusts, along with the kinds of gifts that might be the most tax advantageous.

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  • The cost of being a member of the Sandwich Generation

    May / June 2011
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 708

    Abstract: It can be a financial burden for those taking care of their children to also support their aging parents, but tax breaks and insurance may help. This article discusses the adult-dependent tax exemption, and whether Social Security factors into it. It also looks at long-term care insurance and what an individual vs. a group plan offers.

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  • What will an auditor want to know? Meeting 403(b) plan audit requirements

    Summer 2010
    Newsletter: Profitable Solutions for Nonprofits

    Price: $225.00, Subscriber Price: $157.50

    Word count: 708

    Abstract: IRS and Department of Labor (DOL) rules that kicked in at the start of 2009 require an annual audit of 403(b) retirement plans with 100 or more participants. This article presents questions that auditors are likely to ask in regard to any plan amendments or changes in the plan’s status; reporting and governance; oversight of service providers; and fraud risk factors. A sidebar gives Form 5500 filing deadlines.

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  • Telltale trouble – How to assess if a customer will fail

    Summer 2010
    Newsletter: Community Banking Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 708

    Abstract: The economy is on the mend, but businesses of all kinds continue to shut their doors. To protect themselves, banks need to identify borrowers that can’t turn themselves around. Identifying strengths will help them predict which of their business-loan customers likely will emerge from the down economy in good shape. And spotting warning signs will help them make the correct lending decisions — even when it means pulling the plug. This article describes both the strengths and weaknesses to look for.

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  • The pros and cons of having nonequity partners

    Winter 2010
    Newsletter: Law Firm Management

    Price: $225.00, Subscriber Price: $157.50

    Word count: 708

    Abstract: For many years, law firms were governed by the old “up or out” rule in regard to admission to the partnership. But such inflexibility caused firms to get rid of some highly productive and profitable associates who probably didn’t make partner simply because they weren’t successful rainmakers. In an era in which partners have become more willing to pull up stakes and move their practices to another firm — or aren’t even interested in becoming equity partners at all — many firms have adopted the “two-tier” structure of equity and nonequity partners. However, while the criteria may not be quite as high as for equity partners, it’s still important to select nonequity partners carefully.

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  • Clear and concise fee agreements can minimize billing disputes

    Summer 2009
    Newsletter: Law Firm Management

    Price: $225.00, Subscriber Price: $157.50

    Word count: 708

    Abstract: Fee agreements are just as important for business reasons as they are for legal reasons. Clear and concise agreements can minimize billing disputes with cost-conscious clients and increase the likelihood your firm will get paid in a timely manner. This article explains the importance of defining the matter and services being handled, your billing process and more.

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