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Showing all 10 results
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Estate planning and your art collection
November / December 2019
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 730
Abstract: For art collectors, it’s critical that their estate plans address their collections separately from other types of assets. Investments in artwork may be motivated in part by financial gain, but for most collectors the primary motivation is a passion for the art itself. As a result, managing these assets involves issues that aren’t presented by purely financial assets. This article details how to address an art collection in an estate plan.
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The ABCs of appraisal for lenders
June / July 2018
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 730
Abstract: The value of property fluctuates over time, which makes it difficult to know the worth of the assets borrowers have pledged at any given point. This article points out that engaging an appraisal professional to provide ongoing formal appraisal reports can help lenders stay up to date on the current market value of their loans’ collateral.
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Smart staffing in a changing health care world
Fall 2015
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 730
Abstract: While reimbursements are stagnant or even declining, physician practices are being asked to assume new roles and responsibilities — the success of which is often left in the hands of the practice staff. It might seem that more staff are needed to carry out these new responsibilities, but there’s a better answer — smarter staffing. This article discusses how to achieve this by addressing concerns such as staff ratios, patient focus and job descriptions.
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Why substantiating your charitable gifts is so important
November / December 2014
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 730
Abstract: The United States tax code recognizes the need for qualified organizations to reach out to taxpayers to help fund their nonprofit activities. And in return, these patrons receive the right to deduct such charitable gifts on their tax returns. But, the tax code also has very strict rules regarding charitable deductions. This article discusses how, by adhering to IRS guidelines and tax law requirements, a taxpayer can help ensure they don’t lose any deductions.
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International estate planning 101
June / July 2014
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 730
Abstract: Many traditional estate planning strategies are based on the assumption that everyone involved is a U.S. citizen. But for those couples with a noncitizen spouse, special rules apply that require additional planning. This article examines some of the tax issues for resident noncitizens, as well as for nonresident aliens. It also notes three options for making tax-free transfers to a noncitizen spouse.
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In search of unreported income — A forensic expert can help find missing assets
January / February 2013
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 730
Abstract: Getting a client a fair divorce settlement is challenging enough. But when the other spouse siphons off a business’s income, there’s double trouble. That’s why it’s critical to employ a forensic expert at the first sign of malfeasance. He or she can use several accounting methods to uncover missing income in divorce cases. This article explains some of these methods.
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Follow the right path — DOL issues final rule on prohibited transaction exemption procedures
June / July 2012
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 730
Abstract: The Department of Labor’s (DOL’s) final rule for prohibited transaction exemption procedures is now in effect and applies to all exemption applications. This article defines prohibited transactions, defines several new terms that plan sponsors should know, and explains how the exemption procedures have been simplified.
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The ABCs of ADP testing
August / September 2011
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 730
Abstract: Most any employee benefit plan sponsor has seen the term “actual deferral percentage” (ADP). But what exactly does it mean, and how does it affect a plan? This article highlights the IRS requirements and consequences for failure to comply.
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Going paperless? Take time to plan
Summer 2010
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 730
Abstract: The term “paperless” encompasses many different technologies, from remote deposit capture and online loan applications to back-office document management systems. More and more community banks are considering implementing the latter as imaging costs decrease. This article lists seven potential benefits of a document management system, and offers four tips for implementation. A sidebar discusses how to protect customer information if outsourcing this work.
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Audits are essential to your organization’s well-being
Winter 2010
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 730
Abstract: Audits take considerable time and effort, but they provide nonprofits with fair assessments of their financial health, in addition to revealing vulnerabilities such as weak internal controls, insufficient cash reserves and poor investment policies. And although the newly revised IRS Form 990 doesn’t mandate them, the IRS does ask organizations to discuss their audit activities, as well as the role their board plays in them. This article looks at the difference between internal and external audits, the role of the audit committee, and how to prepare for an audit.