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Showing all 11 results
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An extended Paycheck Protection Program – The latest changes are beneficial for borrowers
Spring 2021
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 802
Abstract: On December 27, 2020, President Trump signed the Consolidated Appropriations Act into law. The legislation extends, liberalizes and expands the Paycheck Protection Program. The latest round of the program permits eligible small businesses to take out loans and so-called second-draw loans if they’re already participants. This article explains the major changes in the program that benefit borrowers.
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5 planning strategies in uncertain times
Fall 2020
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 802
Abstract: The COVID-19 pandemic, waves of civil unrest and rocky economic times have led to a tsunami of external and internal forces for which many nonprofits have found themselves unprepared. Organizations are struggling to continue serving their constituencies while keeping their employees safe and doors open to the extent permitted, all under the shadow of questions about funding. This article offers planning strategies to help nonprofit leaders navigate today’s turbulent waters.
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What are you forgetting? Reviewing commonly overlooked fiduciary duties
February / March 2016
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 802
Abstract: Although retirement plan fiduciaries take their jobs seriously, it can be hard to cover all the bases. That’s understandable, considering the broad scope of fiduciary responsibility as well as the dynamic nature of the retirement plan designs, investment management and legal interpretations of fiduciary duty. This article highlights some common pitfalls, including failing to identify the plan’s fiduciaries, insufficiently training fiduciaries, and spending too much time on inappropriate investments.
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Patent infringement damages – Court tosses expert’s reasonable royalty testimony
January / February 2014
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 802
Abstract: Calculating damages in patent infringement cases continues to pose a challenge, with expert testimony on the matter coming under heavy Daubert scrutiny. This article looks at one case in which the judge excluded most of an expert’s proposed damages testimony — despite finding her “highly qualified” and competent to estimate reasonable royalties. A sidebar explains why the judge admonished the expert for failing to consult sufficiently qualified experts.
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Preparing for ICD-10 — Now is not the time to sit back and relax
Winter 2013
Newsletter: Vital Signs
Price: $225.00, Subscriber Price: $157.50
Word count: 802
Abstract: In late 2012, the U.S. Department of Health and Human Services issued its final rules on the implementation of ICD-10 and extended the implementation deadline to Oct. 1, 2014. ICD-10 marks a major change in charge and procedure coding for all providers, including physician practices. This article explains what’s involved and what practices will need to do to prepare. A sidebar lists seven benefits the conversion is expected to provide.
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The pros and cons of leveraging — How to use other people’s money to invest in real estate
November / December 2012
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 802
Abstract: Investors can make a lot of money by leveraging other people’s money to invest in real estate. But it’s possible to have too much of a good thing, as many are discovering in the wake of the credit crisis. Lower property appraisals, combined with the tightening of loan-to-value ratios, have made cash much harder to come by. This article shows how to avoid overleveraging.
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USERRA case addresses commission-based employees
March / April 2012
Newsletter: Employment Law Briefing
Price: $225.00, Subscriber Price: $157.50
Word count: 802
Abstract: A successful financial advisor went on leave when he was activated for military duty, but, upon his return, he was offered accounts that would generate virtually no commissions. He successfully sued under the Uniformed Services Employment and Reemployment Rights Act (USERRA). This article explains some of the requirements of that act. Citation: Serricchio v. Wachovia Securities, No. 10-1590-cv, Sept. 13, 2011 (2nd Cir.)
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Understanding the “fair value” standard
Winter 2011
Newsletter: Expert / Valuation & Litigation Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 802
Abstract: Different valuation assignments call for different standards of value. Minority shareholder dissension and oppression cases can be especially tricky. This article discusses some considerations that affect an appraiser’s approach to these cases — and, ultimately, the estimated value of minority interests. A sidebar explains that “fair value” can mean different things in accounting vs. legal contexts, and looks at the Financial Accounting Standards Board’s universal definition of fair value that supersedes any previous versions.
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Medicare fraud and abuse allegations: Minimizing the damage
Summer 2010
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 802
Abstract: The complexity and constantly changing nature of the Medicare regulations on prohibited practice behavior makes violations almost inevitable. But the Health and Human Services Office of Inspector General (OIG) offers some safeguards. They include an audit of operating policies and procedures; implementing a training program to familiarize staff with regulations; providing staff with easy methods for reporting potential problems or violations; and uncovering violations before an outsider does. A sidebar to this article discusses how to voluntarily disclose such self-discovered violations.
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Do-it-yourself estate planning can lead to costly mistakes
July / August 2009
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 802
Abstract: If you’re interested in preparing your own estate plan, there’s no shortage of software, how-to books, preprinted forms and online services to assist you. Do-it-yourself (DIY) estate planning may save you a few hundred dol¬lars, or even a few thousand dollars, up front. But except in the simplest cases, the risk of unintended results or costly disputes is too great to justify the initial savings. This article looks at one hypothetical example, and one real-life court case, to show why.
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Maximizing income while controlling costs
Spring 2009
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 802
Abstract: It’s becoming harder to make money practicing medicine. Payors are trying to push physician reimbursements down; operating expenses are moving relentlessly upward. You don’t need an MBA to understand the basic arithmetic of profits in a medical practice: They’re the net result of costs subtracted from income. So profits can be increased by either raising income or reducing costs. This article discusses how to achieve both.