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  • Tax-smart charitable giving: 5 strategies to consider in 2019

    Spring 2019
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 720

    Abstract: Typically, tax breaks are not, by themselves, the top motivating factor for charitable giving. But taxes are an important consideration, partly because they may affect how much an individual chooses to give. This article offers five tax strategies for enhancing the tax benefits of charitable gifts.

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  • Are public company enforcement actions on the rise?

    April / May 2017
    Newsletter: Public Company Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 720

    Abstract: During fiscal year 2016, the SEC filed 868 enforcement actions — a new single-year high — resulting in more than $4 billion in disgorgement and penalties. The SEC attributes the increase in enforcement activity in part to its reliance on new data analytics to uncover fraud. This article reviews the numbers, the effect of administrative proceedings and the use of concurrent settlements.

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  • Coming into its own: LLC investments

    March / April 2016
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 720

    Abstract: In the last decade, limited liability companies (LLCs) have become a preferred form of business entity through which to hold title to investment real estate properties. Before there were LLCs, real estate investors seeking limited liability protection were largely limited to using corporations to acquire title — a form of entity that has potential drawbacks. This article explains how an LLC works, the environmental risks that accompany it and various other issues.

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  • Using an FLP or LLC? – Beware the step transaction doctrine

    October / November 2013
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 720

    Abstract: Either a family limited partnership (FLP) or a limited liability company (LLC) can allow the transfer of a significant amount of wealth to the next generation at a discounted value for gift tax purposes. But if the IRS invokes the step transaction doctrine on the FLP or LLC, the tax outcome may be different from what was intended. This article discusses the doctrine and how to avoid running afoul of it.

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  • 5 ways to be a disciplined saver

    June / July 2012
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 720

    Abstract: To thrive at having an effective savings plan, one must be disciplined. To that end, this article offers five ways to increase the odds of successfully building savings, including “paying yourself first,” taking advantage of compounding, and signing up for a 401(k) plan.

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  • A loan primer — It pays to know the rules

    March / April 2012
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 720

    Abstract: To help secure a construction loan, it pays to understand the lender’s mindset. This article offers a primer on how to get the job done. It explains the loan process and discusses four ratios that lenders use to scrutinize a loan request: loan-to-value (LTV), loan-to-cost (LTC), debt-service-coverage, and net-worth-to-loan-size.

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  • Protect your construction company against disbursement fraud

    Summer 2008
    Newsletter: Construction Industry Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 720

    Abstract: Many contractors take steps to secure their job sites to prevent equipment and materials theft. But not all do everything they can to protect their bank accounts. The goal should be to make sure every disbursement is for authorized and received goods or services and is recorded accurately. This article looks at some effective internal controls that can reduce the risk of internal theft and inaccurate financial reporting. (Updated 2/27/12)

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  • Hospital governance: Revised standard on medical staff bylaws

    Winter 2011
    Newsletter: Healthcare Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 720

    Abstract: After seven years of debate, the Joint Commission has made significant changes to medical staff standard MS.01.01.01. As a result, hospital governing body and medical staff may need to make appropriate adjustments to meet the March 31, 2011, compliance date. This article discusses the changes, which are concerned primarily with the provisions that must appear in the medical staff bylaws (rather than rules or policies).

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  • Different strokes – There’s more than one way to form an alliance

    August / September 2010
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 720

    Abstract: Not-for-profit organizations often collaborate among themselves to achieve a common goal. But organizations also team up when their objectives differ — not only with other nonprofits, but with for-profit entities, too. A shared day-to-day working environment exists in “coworking” arrangements, as two entities carry out independent activities. They may share not only overhead, but perhaps even ideas. Even sharing employees can be mutually beneficial.

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  • 4 ways to put the lid on health care costs

    November / December 2009
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 720

    Abstract: As Washington debates national health care reform, there’s no reason why dealers have to wait for new legislation to lower costs. There are already four specific steps that can help achieve this goal: changing the terms of the plan, changing the provider, offering more selection through “cafeteria plans,” and promoting health and safety.

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  • What’s so captivating about captive insurance?

    Summer 2009
    Newsletter: Construction Industry Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 720

    Abstract: Captive insurance is a type of self-insurance that can help all types of businesses reduce costs. But is it right for every construction company? Maybe, maybe not. It can depend on the size of a company, the kinds of insurance covered, the location of a captive and the tax consequences of that location. But, if the conditions are right, there are specific benefits that a captive can offer a construction firm.

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