743

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  • The uncertain future of Form 5500 – Will compliance burden increase?

    April / May 2017
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 743

    Abstract: January 1, 2019, might seem like a long way off, but to critics of the Department of Labor’s proposed overhaul of Form 5500, it’s right around the corner. That’s because proposals will require setting up systems to collect and report detailed data. This article reviews the proposal’s rationale, as well as industry concerns.

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  • Stack up with benchmarking – Ratios can provide crucial insights

    Year End 2013
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 743

    Abstract: Nonprofits that don’t benchmark their data against themselves and other organizations are at a disadvantage. They miss out on the financial insights that benchmarking can bring. This article looks at what benchmarking can accomplish and discusses several types of benchmarking ratios. It then explains how the results can help a nonprofit evaluate its effectiveness in meeting its mission.

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  • Abide by the fundamentals of retirement planning

    April / May 2012
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 743

    Abstract: The bumpy economy and volatile markets haven’t made saving for retirement any easier. But, it’s still important to keep saving for one’s golden years. And when doing so, everyone needs to abide by certain fundamentals. This article explains the importance of contributing to a retirement plan and having a cash reserve in order to avoid the drawbacks of withdrawing cash too early. It also notes that it’s important to monitor the plan to see that its allocation percentages remain in harmony with one’s current risk tolerance and financial objectives.

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  • Rule 26 amendments – Extending greater work product protections

    November / December 2010
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 743

    Abstract: The first amendments since 1993 to the expert provisions of Federal Rules of Civil Procedure Rule 26 are scheduled to take effect Dec. 1, 2010. They were proposed largely in reaction to certain practices that critics argued reduced the effectiveness of expert work. This article explains how the new amendments extend work product protections to the discovery of testifying experts’ draft reports — with three critical exceptions.

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  • The expense-savvy dealer – 10 cost- and tax-saving tactics to consider

    September / October 2010
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 743

    Abstract: Given the challenges of the recent recession, many dealerships may feel they’ve already looked into every possible corner to save money. But this article offers 10 often-overlooked cost-saving strategies, ranging from getting a property reappraisal to controlling health care costs to changing corporate structure.

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