895

Showing all 11 results

  • To make your savings last, consider phased retirement

    March / April 2021
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 895

    Abstract: To help extend the life of their savings while easing some of the emotional strain associated with leaving the workforce, people approaching retirement age might want to consider phased retirement. This article outlines the strategy and its advantages — including deferral of RMDs and enhanced Social Security benefits. A sidebar discusses whether those aged 65 and older must enroll in Medicare.

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  • 6 ways to motivate your staff

    Spring 2020
    Newsletter: Rx for Practice Management / Practice Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 895

    Abstract: Many studies have noted that money typically isn’t the primary motivator for most employees. While that may be true, medical practices shouldn’t rely on it as an excuse to offer less-than-competitive salaries and benefits. Beyond the basics, though, it’s important to determine what kinds of things motivate staff. This article suggests six ways to improve and enhance employee motivation, including setting clear, achievable goals and creating a framework — whether via regular meetings or some other forum — to listen to staff ideas on how to solve problems. A sidebar explains how well-planned financial incentive programs can both motivate staff and help grow the practice.

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  • Understanding strategies and best practices – The ins and outs of earnings calls

    June / July 2015
    Newsletter: Public Company Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 895

    Abstract: The quarterly earnings call is one of the most important tools public companies use to communicate with shareholders, analysts, journalists and other interested parties about their financial results. Typically, these calls are accompanied (or preceded) by a press release that summarizes the company’s financial results and, in many cases, provides more detailed financial information filed with the SEC. This article explains the importance of earnings calls. A sidebar discusses the results of one survey regarding them.

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  • Dividing retirement benefits in divorce

    July / August 2014
    Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 895

    Abstract: Often, when married couples divorce, retirement plans are among their largest assets. Valuing and dividing these assets can be a challenge, especially when one spouse began participating in the plan before marriage. This article explains how a financial expert with valuation and forensic accounting experience can assist divorcing couples in valuing retirement plan assets and determining the extent to which contributions, earnings, distributions and loans constitute separate or marital property.

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  • Is it time to review your 401(k) plan?

    April / May 2013
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 895

    Abstract: Plan sponsors have a fiduciary responsibility to ensure that their qualified plan complies with all current employee benefits laws and regulations. In addition, they must make certain that the plan functions within the plan’s current provisions. One of the most effective ways to do this is for plan sponsors to review the plan annually. This article highlights 10 compliance areas from the IRS 401(k) plan checklist that every sponsor should consider.

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  • Are you for real? — M&A method provides compelling evidence of value

    Fall 2012
    Newsletter: Expert / Valuation & Litigation Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 895

    Abstract: Many believe there’s no better way to value a business than to compare it to similar, real-life companies involved in mergers and acquisitions (M&As). Doing so is popularly known as the M&A method, which falls under the wider “market approach” to valuation. But market data is far from perfect. The key to overcoming its challenges is thoughtful, methodical implementation. This article discusses six steps appraisers use when applying the M&A method. A sidebar shows when it’s reasonable to reject market data.

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  • Are you lost without a business plan? Create a “map” to navigate your way

    Winter 2012
    Newsletter: Auto Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 895

    Abstract: Business plans serve a purpose beyond use at the dealership. Factory field representatives and lenders view auto dealers with formal plans as more organized, less risky business partners. With manufacturers looking to constrict their franchise networks and lending still tight, formal planning may offer a leg up on the competition. This article discusses the three financial statements and other elements that should be included in the plan, and notes the importance of testing business assumptions. A sidebar explains why it’s important to continually monitor and revise a business plan.

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  • High-risk areas for hospital compliance – How to ensure you abide by the rules

    Summer 2011
    Newsletter: Healthcare Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 895

    Abstract: The sheer number of legal obligations that apply to hospital operations grows annually. And the consequences of violating or not complying with those obligations can result in large damages awards or settlements, government-imposed compliance programs, and exclusion from Medicare participation. But this article shows ways to reduce risk. It looks at the importance of employee education programs and discusses especially high-risk areas for noncompliance.

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  • Background checks – Be safe, not sorry

    July / August 2010
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 895

    Abstract: Part of the classic recipe for fraud lies in opportunity, and even with strong internal controls at auto dealerships there’s plenty of opportunity for “bad apples.” Complete background checks are one of the best ways to make sure an applicant’s job performance doesn’t later disappoint. But they need to be performed without violating privacy rights and other laws, which are always evolving. This article discusses legal factors and what to look for in a background check company, while a sidebar lists information frequently examined in background checks.

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  • Fore! – Court takes swing at printed publications as bars to patentability

    February / March 2010
    Newsletter: Ideas on Intellectual Property Law

    Price: $225.00, Subscriber Price: $157.50

    Word count: 895

    Abstract: The Federal Patent Act prohibits the patenting of an invention that was described in a printed publication more than one year before its patent application is filed. But what is a “printed publication”? In this case, an inventor argued that his rejected manuscript did not qualify as a printed publication because no evidence indicated it was included in a catalog or index at that time that would have allowed an interested party to locate it. A sidebar lists three similar cases. In re Lister, No. 09-1060, 2009 (Fed. Cir.); In re Hall, 781 F.2d 897, 1986 (Fed. Cir.); In re Bayer, 568 F.2d 1357, 1978 (CCPA); In re Cronyn, 890 F.2d 1158, 1989 (Fed. Cir.)

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  • Risky customers – Watch out for signs of disappearing cash

    July / August 2009
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 895

    Abstract: Forget net income and book net worth. When it comes to monitoring creditworthiness, cash is king. Every business experiences occasional cash shortfalls — that’s why they need lines of credit — but borrowers with chronic cash deficits may be on the brink of default. This article shows how to scrutinize the statement of cash flows, inquire about significant changes, and find hidden sources of cash. A sidebar shows how the “cash gap” — a financial metric — works.

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