741
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Gifts to donor-advised funds continue to bloom – Fully understand these popular gifts before acceptance
Year End 2019
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 741
Abstract: DAFs are flourishing, at a rate not observed before by fund followers. A recent report notes that, for the eighth consecutive year, there was growth in all key metrics: the number of individual donor-advised funds, total grant dollars from them, total contributions to them and total charitable assets in them. This article explains these funds and their sponsoring organizations, gauging the role of sponsors, and how to attract this type of gift.
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EEOC goes head-to-head with race-neutral grooming policy
March / April 2017
Newsletter: Employment Law Briefing
Price: $225.00, Subscriber Price: $157.50
Word count: 741
Abstract: Does Title VII protect employees from discrimination based on their hairstyles? That’s the question taken up by the Eleventh Circuit when an employer with a race-neutral grooming policy rescinded an offer to a job applicant who refused to cut her hair. This article summarizes the case. Equal Employment Opportunity Commission v. Catastrophe Management Solutions, No. 14-13482, September 15, 2016 (11th Cir.)
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Reasonable, not preferred – An employer’s obligation under the Americans with Disabilities Act
January / February 2016
Newsletter: Employment Law Briefing
Price: $225.00, Subscriber Price: $157.50
Word count: 741
Abstract: An employer that provides an accommodation to an employee under the Americans with Disabilities Act may think it’s out of the woods. But employees aren’t always satisfied, even with reasonable accommodations. This article describes a case in which a plaintiff was accommodated with part-time work and paid leave yet still filed a lawsuit because his employer refused to grant him light-duty work.
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How should Social Security fit into your retirement planning?
October / November 2012
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 741
Abstract: While no one should expect Social Security to be the cornerstone of their retirement income, it’s important to consider how it should fit into one’s overall retirement plan. This is not easy to do while Social Security’s future is so uncertain. Although Social Security probably won’t go away entirely, it does present some financial challenges. Since no one knows how and when Congress will resolve these challenges, this article explains how individuals should weigh Social Security and other savings methods, depending on such factors as current age and anticipated retirement date.
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Class is in session: A primer on 401(k) plans
June / July 2012
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 741
Abstract: Offering a 401(k) continues to be a popular way to help employees build up their nest eggs. The most common version is the traditional one, which allows employees to save for retirement on a pretax basis and the employer to match all or a percentage of employee contributions. But this article explores other 401(k) options, such as the Safe Harbor, the Savings Incentive Match Plan for Employees (SIMPLE), and the Roth. Depending on a company’s size, its compensation goals, and employee and employer resources, one of these options may be more suitable.
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Fraud in the footnotes – Omitted financial statement disclosures often tell tales
May / June 2008
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 741
Abstract: Omissions in the footnotes of financial statements may distort assets, revenues, liabilities and expenses. Such distortions can prove relevant to a range of legal matters, including shareholder disputes, D&O liability, and mergers and acquisitions. This article lists common types of fraudulent omissions and explains how forensic accountants unearth critical information. (Updated 3/31/12)
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3 ways to keep cash flowing
January / February 2012
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 741
Abstract: Dealers know the importance of having sufficient cash on hand to meet daily needs and obligations. This article offers three tips for managing cash flow: staying organized, keeping the lid on inventory, and being quick to collect payments.
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When the M&A honeymoon is over
July / August 2010
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 741
Abstract: Merger and acquisition (M&A) transactions are notoriously difficult to execute. In some cases, sellers and buyers engage in postclosing disputes over previous financial representations and the company’s selling price. A financial expert with M&A experience can help with areas of dispute — such as earnout provisions — and help attorneys draft discovery requests to uncover audit workpapers, consultants’ reports and other documents that shed light on the target’s accounting policies and practices.
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What’s behind the veil? – Digging for the truth in alter-ego cases
May / June 2010
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 741
Abstract: When a plaintiff can’t collect a judgment from a corporation and seeks to obtain it from the corporation’s owners, it may try to show that the corporation and its shareholders lack separate identities — that is, the corporation is the owners’ alter ego. Key factors in determining an alter-ego relationship include not only this lack of separateness, but also financial dependence of the corporation upon its shareholders or parent, and undue influence upon a corporation.
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Now is the time – Take advantage of today’s low interest rates to transfer more wealth tax free
October / November 2009
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 741
Abstract: To help jumpstart a struggling economy, the federal government began lowering key interest rates last year, and they remain at their lowest level in several years. This is good news for those looking to transfer wealth out of their estate. Lifetime giving strategies are particularly effective when interest rates are low because the probability of outperforming the hurdle rate — and, therefore, transferring wealth tax free — is high. This article explains what hurdle rates are, and details such giving strategies as family loans, grantor retained annuity trusts (GRATs) and charitable lead annuity trusts (CLATs).