2015

Showing 1–16 of 732 results

  • Practical Perspectives: Key financial issues for you and your family – Solid family budget means less drama

    Year End 2015
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 450

    Abstract: This month’s “Practical Perspectives” introduces Kyle and Charlene. This married couple with three kids was tired of the drama — not of family life, but of unexpected expenses and anxiety over failing at their financial goals. So they sat down with their financial advisor, who explained that a solid budget encompassing both short- and long-term objectives could help them feel much better.

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  • Moneylines: News briefs for businesses

    Year End 2015
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 282

    Abstract: This issue’s “Moneylines” presents three timely items for business owners: 1) an important “heads up” on a compliance requirement of the Affordable Care Act that starts next year, 2) the results of a report noting that U.S. companies are lagging behind technologically in how they process international payments, and 3) survey data indicating that a disturbingly high number of executives are trying to sabotage the job performances of fellow execs.

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  • How to keep your credit and debit cards safe from the Internet

    Year End 2015
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 694

    Abstract: Nowadays, using a credit or debit card means engaging in an Internet transaction — whether you like it or not. And the Internet is a dangerous place. This article suggests various ways individuals can keep their credit and debit cards safe, including learning the finer points of the law and staying well informed of their credit ratings and histories.

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  • Employee wellness programs – 4 fundamental building blocks for success

    Year End 2015
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1063

    Abstract: With an increasingly health-conscious society, and the costs of health care benefits remaining high, many companies are establishing employee wellness programs. Yet there’s a wide variety of ways to design and implement such a program. This article describes four fundamental building blocks for success. A sidebar discusses how the Affordable Care Act offers incentives for qualifying wellness programs.

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  • Don’t overlook social media assets when planning M&A transactions

    Year End 2015
    Newsletter: Public Company Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 436

    Abstract: In M&A transactions, buyers typically scrutinize a seller’s trademarks, copyrights, patents and other intellectual property and demand comprehensive representations and warranties regarding these assets. But when it comes to social media assets, buyers rarely exercise the same level of diligence — if they pay attention to them at all. The legal status of social media accounts, user names, screen names, posts, feeds and other content as “assets” is somewhat uncertain. This article discusses why you need to do your due diligence in order to minimize certain social media issues.

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  • The cost of going — and being — public

    Year End 2015
    Newsletter: Public Company Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 617

    Abstract: An initial public offering is a complex, time-consuming and costly undertaking. Unfortunately, many companies that seek the benefits of “going public” underestimate the significant costs involved, as well as the ongoing costs of being a public company. This article discusses the JOBS Act, which contains several provisions designed to improve access to capital markets, including crowdfunding and expanded private placement exemptions.

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  • When is it right to disclose government investigations?

    Year End 2015
    Newsletter: Public Company Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 552

    Abstract: When a company receives a subpoena or a notice from a government entity, watch out. Regulation S-K sets forth reporting requirements for various SEC filings. For example, Item 103 requires companies to describe “any material pending legal proceedings, other than ordinary routine litigation,” including “any such proceedings known to be contemplated by governmental authorities.” This article discusses the ins and outs of government investigations.

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  • Implementing the new revenue standard: No time to lose

    Year End 2015
    Newsletter: Public Company Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1026

    Abstract: In August 2015, the FASB issued ASU No. 2015-14, deferring the effective date of its new revenue recognition standard by one year. Unfortunately, that doesn’t mean that all companies should relax their implementation efforts. This article discusses why it’s necessary to get prepared by assessing the impact on how — and when — revenue is reported, identifying areas in which management will need to rely more heavily on judgment and estimates, determining the nature and extent of required disclosures, and so forth. A brief sidebar discusses a 5-step program regarding recognizing revenue.

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  • News for Nonprofits – Charity chief cites red flags for fraud and other misdeeds

    Year End 2015
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 420

    Abstract: This issue’s “News for Nonprofits” covers possible red flags for fraud and other misdeeds and a Department of Labor proposal that could hike organizations’ overtime costs. Also discussed: advice on raising funds via the social media and survey results that show churches lagging behind other nonprofits in their online fundraising efforts.

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  • IRS to release electronically filed Forms 990 in 2016

    Year End 2015
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 216

    Abstract: This short article describes Internal Revenue Service plans to make e-filed Forms 990 available to the public in a machine-readable format (also known as Metadata Exchange Format or MEF) by early 2016. The move is expected to make it easier for the public to search for information about nonprofit finances and operations.

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  • Making sure your bylaws are on point

    Year End 2015
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 631

    Abstract: A nonprofit’s board of directors, which changes regularly, and staff need to be familiar with exactly what the bylaws of their nonprofit contain — and what they don’t. If the bylaws are incomplete or they don’t reflect the organization’s current mission, revising them is critical. This article discusses the importance of the bylaws’ purpose, its agreement with the organization’s articles of incorporation and how bylaws generally are changed.

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  • And the survey says – How to develop a survey that fetches usable results

    Year End 2015
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1185

    Abstract: Not-for-profits have 101 reasons for seeking the opinions of their constituents to help the organization’s leadership make sound decisions. This article looks at what goes into making a highly effective survey and the steps needed to reach that goal, including clarifying goals, keeping focused, structuring the survey wisely and avoiding bias. A sidebar highlights some of the features of SurveyMonkey and lists other online survey tools.

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  • Ask the Advisor Q: What’s a disclosure schedule and when should my company prepare one?

    Year End 2015
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 409

    Abstract: This column discusses disclosure schedules, which are included in typical acquisition agreements to supplement facts stated in the agreement’s representations and warranties. Sellers are encouraged to be thorough in their disclosures and reveal any legal, operational or financial liability that a buyer might consider important.

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  • How “selling” your customers can help you sell your business

    Year End 2015
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 608

    Abstract: For many business buyers, expanding their customer base is a primary acquisition objective. This article advises sellers that, while it’s possible to market their customer base to buyers in general, it’s easier to sell customers to a particular buyer whose objectives are known. Sellers are encouraged to examine the buyer’s business, particularly its customer list and its strategic plans.

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  • Bridge your financing gap with a mezzanine loan

    Year End 2015
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 643

    Abstract: Buyers facing a gap between the financing they’ve lined up and the financing they’ll need might want to consider a mezzanine loan. This article explains how mezzanine debt is structured differently from traditional loans, which companies are likely to qualify for it and what a mezzanine loan will cost.

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  • Hot market dilemma – Push up a planned sale or wait until you’re fully prepared?

    Year End 2015
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 825

    Abstract: The M&A market has been on a hot streak, but all good things must come to an end eventually. This article answers questions on many sellers’ minds: “Should we push up a planned sale to take advantage of a strong market? Or should we wait until we’re fully prepared to sell and risk facing fewer and more frugal buyers?” A sidebar provides sellers who’ve decided to go full steam ahead with tips to execute an M&A transaction faster, such as being flexible about financing and getting due diligence done early.

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