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Showing all 11 results

  • Top year-end tax-planning tips for businesses

    October / November 2019
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 890

    Abstract: Business owners are still getting used to the massive tax law changes that generally went into effect last year. But it’s still possible to take steps before the end of the year to reduce liability. This article presents some options to consider, such as making capital purchases, establishing a new retirement plan and reviewing entity structure. The article also points out that all of these strategies could affect other aspects of a business’s tax planning, so obtaining professional advice is essential. A sidebar discusses the tax-minimizing strategy of deferring income while accelerating expenses.

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  • Prequalification reduces risk of subcontractor default

    Winter 2016
    Newsletter: Construction Industry Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 890

    Abstract: General contractors can’t afford to just award subcontracts to the lowest bidder. In today’s challenging economy, some subcontractors bid on jobs that are outside their comfort zones in terms of skills, capacity or financial resources. Thus, prequalifying subcontractors is critical to ensure that they have the funds to complete their work in a satisfactory manner and to minimize the risk of default. This article discusses the prequalification process and what to look for in a subcontractor. A sidebar provides five key ratios that can help a contractor stay in the green.

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  • Managing retirement savings after a job change

    May / June 2015
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 890

    Abstract: Leaving a job can be an exciting or unsettling time, or both. But, amid the tumult, it’s important to consider one’s options for managing retirement savings that have accrued under the current employer’s qualified retirement plan. This article discusses four options for handling such retirement savings.

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  • Finding the good in goodwill impairment testing

    September / October 2013
    Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 890

    Abstract: Under current accounting standards, companies that record goodwill on their balance sheets are required to test it annually for impairment. Optional, qualitative impairment assessments can help some companies reduce the cost and complexity of impairment testing. But they also introduce new uncertainties and risks into the impairment testing process. As this article explains, it’s important to develop a plan for determining whether qualitative assessments are appropriate and, if so, for making and documenting those assessments. A sidebar describes the two-step process involved in goodwill impairment testing.

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  • Use SWOT analysis as a due diligence framework

    February / March 2013
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 890

    Abstract: A strengths, weaknesses, opportunities and threats (SWOT) analysis is a proven management tool taught at business schools around the world. Strong borrowers will undertake and discuss the results with their lenders. But it’s important that lenders encourage weaker, less experienced borrowers to go through the exercise. This article shows how a SWOT analysis works and how it can help borrowers’ businesses. A sidebar offers a hypothetical example of SWOT discussions “in the field.”

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  • This is not a drill! – Safeguard against a catastrophe with a disaster recovery plan

    Summer 2012
    Newsletter: Manufacturer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 890

    Abstract: A natural or manmade disaster can have a catastrophic effect on a business or, if less severe, can cause detrimental consequences not fully realized until months after. To keep employees and critical data safe, and operational capacity maintained, it’s necessary to create a disaster recovery plan. This article explains how to form an effective disaster recovery team, protect critical data, and evaluate insurance coverage.

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  • SEC reduces pool of accredited investors — What it might mean for your next securities offering

    June / July 2012
    Newsletter: Public Company Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 890

    Abstract: In December 2011, the SEC finalized a rule amending its “accredited investor” net worth standards. The rule doesn’t change the $1 million net worth threshold, but it excludes the value of an investor’s home (together with any debt secured by the home) from the equation. Although there are certain exceptions, the rule could affect a company’s plans for new securities offerings. This article discusses a popular safe harbor, along with the final rule in the context of 2010’s Dodd-Frank act.

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  • The lowdown on depreciation

    Year End 2011
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 890

    Abstract: Changes in tax rules for depreciation may have unexpected effects on borrowers’ financial statements. Lenders who don’t understand their potential impact might respond incorrectly to their borrowers’ financials. This article discusses the effects that Section 179 expensing and bonus depreciation will have on some borrowers’ balance sheets and income statements — effects that are different for borrowers who provide tax-basis financial statements than for those who use Generally Accepted Accounting Principles (GAAP). A sidebar discusses these breaks as they affect companies with leasehold, restaurant or retail properties.

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  • Fighting back – Tough economy challenges contractors to control cash flow

    Spring 2009
    Newsletter: On-Site

    Price: $225.00, Subscriber Price: $157.50

    Word count: 890

    Abstract: The construction business has hardly been spared from economic hardship, with most industry sectors projected to endure drops. During times like this, it’s easy to panic. But a better strategy for contractors is to fight back — figure out ways you can keep your company’s head above water while maybe, just maybe, gaining an edge on the competition. To do so, construction companies need to do one thing in particular: Control their cash flow. This article explains how.

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  • Improve collections to boost your cash flow

    Winter 2009
    Newsletter: Construction Industry Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 890

    Abstract: Collections may be a nasty part of doing business but, in a down economy, it’s critical. Sure, you can file a mechanics’ lien to demand payment, but the reality is that, if the bank takes over the property, a lien means you have to get in line to get paid. A far better approach is to develop a good collection process that will keep the cash flowing in when you need it most. A sidebar explains why lien laws can be tricky to understand.

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  • Retainage: Necessary practice or unfair penalty?

    Winter 2008
    Newsletter: Construction Industry Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 890

    Abstract: Imagine a doctor’s response if patients said they wouldn’t pay the full cost of their annual physicals until they were convinced of their good health. The doctor would probably see it as a joke. Yet, under the practice of retainage, construction project owners do this all the time. This article explores the topic from both sides of the issue and discusses some possible remedies that you may want to implement on your next project.

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