2020
Showing 513–528 of 589 results
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Time is money – How Millennials can take advantage of it
January / February 2020
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 707
Abstract: Millennials face some unique challenges when it comes to investing for retirement. Most came of age after the 2008 financial crisis and many are burdened by student loan debt and rising health care costs. This article explains how young adults can use time and the compounding effect of reinvesting earnings to accumulate a nest egg.
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NQDC plans offer important benefits — and some notable risks
January / February 2020
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 854
Abstract: Nonqualified deferred compensation (NQDC) plans allow participants to set aside large amounts of tax-deferred compensation. They also enable participants to schedule distributions to align with personal financial goals. However, NQDC plans pose substantial risks. This article compares the pros and cons. A sidebar warns about noncompliance with Internal Revenue Code Section 409A.
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Tax Tips
January / February 2020
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 448
Abstract: These brief tips explain the tax implications of owning virtual currency; explore the reasons some states are considering imposing gross receipts taxes; and detail how a Health Savings Account can benefit one’s estate plan.
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Keep future options open with powers of appointment
January / February 2020
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 455
Abstract: The amount of flexibility one builds into an estate plan will go a long way toward how successful, ultimately, it is at carrying out their wishes after they’re gone. This article details how powers of appointment can increase estate planning flexibility.
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5 tax-planning tips for retirees
January / February 2020
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 711
Abstract: There’s a common misconception that, when one retires, their tax bills shrink, tax returns become simpler and tax planning is a thing of the past. That may be true for some, but many people find that the combination of Social Security, pensions and withdrawals from retirement savings increases their income in retirement and may even push them into a higher tax bracket. This article provides five tax-planning tips for retirees.
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“Small” is bigger than ever – Is your business eligible for expanded tax benefits?
January / February 2020
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 878
Abstract: Small businesses enjoy several tax advantages that may allow them to reduce their tax bills, defer taxes and simplify the reporting process. Until recently, federal tax rules generally defined “small business” as one with average annual gross receipts of $5 million or less ($1 million or $10 million in some cases) for the three preceding tax years. But the Tax Cuts and Jobs Act (TCJA) increased the threshold to $25 million for tax years beginning after 2017. This article explains the benefits of being a “small” business. A sidebar explores the ins and outs of changing a business’s structure.
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What do Millennials want from their medical care?
Winter 2020
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 459
Abstract: As both patients and consumers, Millennials need to be reckoned with on their own terms. It’s a given that they grew up with the Internet, social media, instant messaging and mobile devices, which has had a significant effect on how they operate in regard to health care. This article offers some tips to understanding the needs of this group of patients. To meet those needs, practices may want to improve digital access and cost transparency, among other things.
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Help your bottom line – Don’t lose sight of revenue
Winter 2020
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 630
Abstract: Secure and consistent revenue is integral to any successful medical practice’s bottom line. To ensure profitability stays strong, it’s important for physicians to not lose track of what’s actually going on in their business operations. There are several ways physicians can stay on top of the practice’s business processes, including meeting regularly with staff to review reports, having financial benchmarks and getting a sense of what’s normal in other practices. This article explains that understanding the financial ins and outs will free physicians to focus on what they do best — providing the best possible care to patients.
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Overcome obstacles to increased efficiency
Winter 2020
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 663
Abstract: To improve a medical practice’s efficiency, it’s important to identify its most problematic areas. This article points out some common inefficiencies found within medical practices, which fall under three broad areas: front office, back office and physician care. The article notes that, while many other areas of inefficiencies can exist in any medical practice, these are the most common ones.
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Staying solvent in a consumer-driven culture
Winter 2020
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 744
Abstract: Consumerism in health care can be defined in several different ways, but primarily involves people treating health care as if it were a retail business. One implication of this phenomenon is that patients who don’t find what they want in a practice may be quick to shop around for an alternative physician or practice. This article takes a look at how to cope, and thrive, in an increasingly consumer-driven health care environment. A sidebar notes some ways to improve a physician’s bedside manner by adopting the HEART method.
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South Dakota v. Wayfair, Inc. – What this sales tax case means for nonprofits
Winter 2020
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 769
Abstract: A 2018 landmark ruling by the U.S. Supreme Court dramatically expanded the ability of states to impose sales tax collection obligations on out-of-state organizations that sell goods and services within their boundaries. Since then, state legislatures and municipalities have scrambled to pass laws targeting organizations that lack a physical presence in their jurisdictions. This article discusses how these laws could ensnare nonprofits that make taxable sales to those states — even if similar sales aren’t taxable in their home states.
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Collective impact initiatives rely on harmony
Winter 2020
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 693
Abstract: Collective impact, an approach that’s growing among nonprofits, is more than just collaboration. Its originators describe the phrase as the commitment of a group of important players from different sectors to a common agenda for solving a specific social problem. That includes the not-for-profits themselves, government, businesses and constituent communities. This article discusses five prerequisites for successful initiatives and how to evaluate outcomes.
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Writing donation acknowledgment letters
Winter 2020
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 233
Abstract: Sending thank-yous to donors doesn’t just make sense in terms of building and maintaining relationships. The IRS mandates that taxpayers substantiate single contributions of $250 or more with contemporaneous written acknowledgments. This article reviews what not-for-profits should include in those acknowledgments.
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Protect your exempt status in Election 2020
Winter 2020
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 839
Abstract: Nonprofits that are tax-exempt as 501(c)(3) organizations, including charities and churches, are barred from participating or intervening in any political campaign for or against a candidate for public office. Organizations that violate the prohibition risk losing their tax-exempt status and could find themselves on the hook for an excise tax. This article discusses the rules governing elections and some politics-related activities and expenses that may be permissible depending on the facts and circumstances. A sidebar explains how “substantial” lobbying is not permissible either.
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3 ways to compete with online car sellers
January / February 2020
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 427
Abstract: Online car sellers like Carvana, TrueCar and CarsDirect have become major competitors of traditional brick-and-mortar dealerships. As a result, some dealerships are rethinking how they do business. This article offers three tips for competing successfully with online car sellers.
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Should you promote managers internally or hire from outside?
January / February 2020
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 570
Abstract: A dealership’s success hinges on hiring a strong general manager and strong department managers for new and used vehicle sales, parts and service, and F&I. There are two main approaches a dealer-owner can take when hiring managers: Bring them in from the outside or promote existing employees into management positions. This article weighs the pros and cons of each option.