2016
Showing 65–80 of 722 results
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Could your dealership benefit from captive insurance?
November / December 2016
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 815
Abstract: To meet the challenge of rising health insurance costs, some dealerships are opting for a creative alternative to traditional health insurance known as “captive insurance.” A captive insurance company is wholly owned and controlled by the dealership, its owner, a family member or a trust. This article looks at the benefits of captive insurance and the tax impact on a dealership. A sidebar discusses how PATH Act legislation affects microcaptives.
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Construction Success Story – Saving a troubled project (without breaking the bank)
November / December 2016
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 432
Abstract: This issue’s “Construction Success Story” features a remodeler who undertook a large-scale project only to encounter setback after setback. To discuss saving the troubled job while trying to preserve a shot at profitability, the contractor met with his CPA. They discussed a variety of emergency steps and created a viable turnaround plan.
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Make your case with audited financial statements
November / December 2016
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 664
Abstract: When trying to grow their companies, business owners often find themselves having to convince others of their plans. And contractors are no different. Something that can really help: audited financial statements. This article explains the power of audited financial statements and lists some of the documentation needed to create them.
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Protecting your construction company’s data privacy
November / December 2016
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 539
Abstract: Today’s contractors are increasingly using digital technology to participate in project design, communicate with project partners and conduct their daily operations. But with technological improvements come cyber risks. This article specifies a number of such risks and suggests various protective steps.
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Boldly, into the future – Developing leaders in the construction industry
November / December 2016
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 842
Abstract: Every construction company needs strong leadership to prosper and grow. But it’s easy to lose sight of this necessity as a business struggles to win bids and complete projects. This article discusses ways to promote strong leadership on the part of both the business owner and key employees. A sidebar looks at industry organizations that offer leadership training.
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In the News – Beware of non-GAAP metrics
Year End 2016
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 435
Abstract: Many companies report financial metrics that don’t conform to U.S. GAAP in their business plans and other promotional materials. This article explains how these figures can sometimes cast a more favorable light on the borrower’s historic and prospective operations than the GAAP figures do. And it provides some questions for lenders to ask their borrowers about whether the use of non-GAAP figures makes sense — or whether it could potentially be misleading.
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What does it mean to operate “lean”?
Year End 2016
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 624
Abstract: Thirty years ago, “lean” manufacturing was an innovative concept — and it’s still relevant today. Lenders may need to remind their manufacturing borrowers that the secret to staying lean is continuous improvement. This article provides a brief overview of the four cornerstones for building a lean foundation.
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Nothing ventured, nothing gained – Reap the rewards of signing on new customers, but beware of the risks
Year End 2016
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 602
Abstract: Working with existing borrowers to help grow their businesses can be rewarding. But sometimes you need to branch out and pursue new lending opportunities. When you do, it’s critical to “dial up” your due diligence procedures. This article discusses the importance of site visits, Internet and social media searches, and industry research before committing to a new borrower.
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Let’s read the footnotes
Year End 2016
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 869
Abstract: Financial statement footnotes can provide a wealth of useful information. Experienced lenders know to look beyond the numbers and consider qualitative details and narrative disclosures, as well as what’s not being said. This article provides some examples of disclosures (or omissions of information) that lenders should watch out for, as well as ways to find more details. A sidebar discusses the rising popularity of sustainability disclosures.
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Boost retirement benefits with a cash balance plan
Fall 2016
Newsletter: Construction Industry Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 454
Abstract: Construction business owners may not be able to set aside as much as they’d like in tax-advantaged retirement plans. Typically, they’re older and more highly compensated than their employees, but restrictions on contributions to 401(k) and profit-sharing plans can hamper retirement-planning efforts. This article describes how cash balance plans may help out.
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Zero net energy building: Hot trend getting hotter
Fall 2016
Newsletter: Construction Industry Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 633
Abstract: Zero net energy (ZNE) buildings — both residential and commercial — are a sustainable construction approach in which the building has a much smaller energy impact. ZNEs have continued to show significant growth in recent years. In fact, the increase prompted the U.S. Department of Energy to release a common definition for ZNEs in 2015. This article examines just what ZNEs are and how the construction industry is implementing them.
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Stopping the scourge of profit fade
Fall 2016
Newsletter: Construction Industry Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 523
Abstract: Profit fade — a gradual decline in expected gross profits over the course of a project — not only threatens to hurt financial performance, but also may raise a red flag with sureties and lenders. This article explains that, to avoid profit fade, construction companies need to identify its causes, monitor work in progress and act quickly to address any issues.
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The new rule on overtime – Implications for construction companies
Fall 2016
Newsletter: Construction Industry Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 853
Abstract: In May 2016, the U.S. Department of Labor finalized its controversial “overtime rule,” which doubles the minimum salary an employee must receive in order to qualify for the “white collar” exemption from overtime pay. According to the National Association of Home Builders, approximately 100,000 construction supervisors will be eligible for overtime under the new rule, currently scheduled to take effect December 1, 2016. This article offers an overview of the new rule. A sidebar warns of the dangers of employee misclassification.
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Framing damages – Financial experts put punitive damages into context
November / December 2016
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 438
Abstract: Without a framework for determining punitive damages, judges and juries could potentially award damages in business litigation that are excessive or inadequate. Appropriate punitive damages depend on factors such as the level of “reprehensibility” of the defendant’s conduct. This brief article shows how damages experts can help courts make their determination.
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What can a rebuttal report do for you?
November / December 2016
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 642
Abstract: When courts or shareholders question valuation results or the conclusions of opposing experts are widely divergent, a rebuttal report can bring much-needed objectivity. This article discusses various uses of rebuttal reports and situations in which they can be useful. It also explains how to determine the best rebuttal report format for a particular situation.
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Fair value case addresses a mix of valuation issues
November / December 2016
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 652
Abstract: In a recent statutory fair value case, a New York trial court addressed several important valuation issues in connection with the buyout of a minority owner of two limited liability companies. This article explains that, though decisions in statutory appraisal actions are state specific, the case raises interesting issues and teaches a universal lesson about the value of formal training. Verghetta v. Lawlor, No. 59346/2014, N.Y. Sup. Ct. (3/9/16)