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Showing all 15 results

  • Make the most of your finance committee

    Fall 2019
    Newsletter: Profitable Solutions for Nonprofits

    Price: $225.00, Subscriber Price: $157.50

    Word count: 810

    Abstract: When a nonprofit has a vital and engaged finance committee, it sends a strong signal to stakeholders — namely, that the organization is committed to responsible stewardship of its financial resources and long-term sustainability. This article discusses best practices for setting up a committee, committee roles and responsibilities, and shared responsibilities with staff. A sidebar discusses the duties of a treasurer.

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  • Estate planning for your business – Use an ESOP to properly address your closely held company

    April / May 2018
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 810

    Abstract: Employee stock ownership plans (ESOPs) offer closely held business owners an exit strategy and a tax-efficient technique for sharing equity with employees. An ESOP can also be a powerful estate and retirement planning tool. This article explains how ESOPs can help business owners address several planning challenges.

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  • Taking care of business – 4 strategies for a more dynamic medical practice

    Spring 2017
    Newsletter: Rx for Practice Management / Practice Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 810

    Abstract: To survive turbulent times, medical practices need to take some basic steps to protect and enhance their bottom lines. This article discusses four strategies, including containing costs and marketing the practice, which can help medical professionals create a more dynamic practice that is better able to adapt to changing needs and circumstances. A sidebar suggests setting up a spaghetti fund to support occasional experimentation with new strategies.

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  • Hardship withdrawal programs require strict administration

    February / March 2017
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 810

    Abstract: While not required, most 401(k) plans offer a hardship withdrawal option. The IRS recently updated its guidance on how plan sponsors can remedy errors in the administration of hardship withdrawals. This article highlights the basics of hardship withdrawals and how to correct mistakes when administering a hardship withdrawal program.

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  • Working without a net – Coding after the end of the ICD-10 grace period

    Fall 2016
    Newsletter: Rx for Practice Management / Practice Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 810

    Abstract: After the transition from ICD-9 to ICD-10 went into effect in October 2015, the CMS created a one-year safety net to give medical practices and physicians some time to get up to speed with the new reimbursement codes. Effective October 1, this grace period will end. This article reviews some steps physicians can take to evaluate their medical practices’ compliance with the new codes and ensure they’re ready to fully implement ICD-10. A sidebar offers tips for accurately documenting cases using ICD-10.

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  • How can you benefit from PATH Act provisions?

    Summer 2016
    Newsletter: Auto Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 810

    Abstract: With fall approaching, now’s a good time for dealerships to start thinking about steps to take during the rest of the year to save on their 2016 tax bill. This article explores two key tax breaks: the Section 179 expensing limit for qualifying fixed asset purchases and bonus depreciation.

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  • What it takes to manage an endowment

    August / September 2015
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 810

    Abstract: Every nonprofit dreams of receiving a large endowment that will keep it financially worry-free in the future and allow it to fulfill its mission with ease. But, in the real world, endowments also carry serious responsibilities, created by the Uniform Prudent Management of Institutional Funds Act (UPMIFA). This article describes the realities of managing an endowment that nonprofit leaders must keep in mind.

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  • Corporate sponsorship money: Is it taxable?

    Summer 2015
    Newsletter: Profitable Solutions for Nonprofits

    Price: $225.00, Subscriber Price: $157.50

    Word count: 810

    Abstract: If a nonprofit isn’t careful, a corporate sponsorship can be deemed paid advertising and the organization could end up liable for unrelated business income tax (UBIT). Although the Internal Revenue Code includes an exception from UBIT for certain sponsorship arrangements, navigating the rules can prove tricky. This article explains the “qualified sponsorship payment” exception, the “use or acknowledgment” provisions and the allocation of sponsor payments. A sidebar discusses the rules for exclusivity arrangements.

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  • Take “macro advantage” of micro-donations: 4 tips

    April / May 2015
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 810

    Abstract: The first successful U.S. micro-donation effort may have been in 1891 when a Salvation Army captain put a kettle out on a San Francisco street and collected donations to fund a Christmas dinner for the poor. Micro-donations have morphed in many ways since then, involving small-sum donations made via checkbooks, credit cards and, in more recent years, a number of “new technology” tools. This article describes the appeal of micro-donations; how charities need to make small donations acceptable; some ideas for “big” signs of appreciation for small gifts; and a few online tools. A sidebar discusses the importance of giving donors receipts.

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  • Surviving bankruptcy in the supply chain

    April / May 2010
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 810

    Abstract: Healthy borrowers require strong supply chains. Initially, a weak supplier might mean increased costs, decreased availability of materials and production delays. Battle-weary, shrunken supply chains also can retard borrowers’ long-term ability to ramp up production when the economy improves. But, because lenders know how to evaluate financial performance, it’s important that they share financial analysis resources and techniques with their borrowers and educate them about the early warning signs of supplier insolvency. A sidebar discusses how auto dealers can thrive in spite of manufacturers’ woes.

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  • Win-win trade-ins – A solid appraisal process satisfies all

    Spring 2010
    Newsletter: Auto Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 810

    Abstract: Happy car-buying customers are repeat customers, but not all car-buying customers are happy ones. What can make a difference in customer satisfaction is how a dealership appraises cars. This includes formalizing the appraisal process; reconciling data from a variety of public sources; keeping a computerized log of all used car appraisals and cross-referencing the list to avoid contradictory appraisals; and choosing cost-effective and user-friendly appraisal software.

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  • Cash flow help – “Remodel” your tax strategy with a cost segregation study

    March / April 2009
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 810

    Abstract: In this downturned business climate, new ways to generate cash are a godsend. And if you’ve remodeled your dealership — or acquired someone else’s — a cost segregation study can do just that by creating hefty tax deductions.

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  • Portion control – Does your tax apportionment clause divide the estate tax pie for best results?

    January / February 2009
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 810

    Abstract: The tax apportionment clause in a will or living trust specifies how the estate tax burden will be allocated among beneficiaries. Many people view the apportionment clause as little more than boilerplate. But if an estate is large enough to generate a significant estate tax liability, the apportionment clause can have a big impact on an estate plan. This article details the ins and outs of drafting an apportionment clause.

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  • No discounts allowed – Court applies standard to shareholder oppression case

    November / December 2008
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 810

    Abstract: Discounts for lack of control and marketability generally aren’t applied when valuing interests in the context of a shareholder dissent case. But, in Edler v. Edler, a Wisconsin court recently extended the principle to a shareholder oppression case, and as a result based the plaintiff’s award on the fair value of the corporation. This article summarizes the facts and findings of the case and discusses the implications.

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  • Does your benefit plan require a Form 5500 audit?

    June / July 2008
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 810

    Abstract: When filing the annual Form 5500, some retirement plans are required to include an opinion from an independent qualified public accountant (IQPA). The IQPA examines the plan’s financial statements and schedules to ensure they’re presented fairly and in conformity with Generally Accepted Accounting Principles (GAAP). This article reviews which plans must include an audit, what the exceptions are and new 403(b) plan audit requirements.

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