2021

Showing 161–176 of 551 results

  • How to reevaluate risk in the new normal

    September / October 2021
    Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 621

    Abstract: As we emerge from the COVID-19 pandemic, many business owners and managers are grappling with the prospect of a “new normal.” This article explains how financial experts can help business owners get a better handle on risk factors in the current environment when evaluating operating and capital budgeting decisions.

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  • Estate Planning Red Flag – Your trust doesn’t provide for removal of a trustee

    September / October 2021
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 290

    Abstract: To ensure that a trust operates as intended, it’s critical to appoint a trustee that can be counted on to carry out a person’s wishes. But to avoid protracted court battles in the event things don’t work out as planned, it’s a good idea to give beneficiaries the right to remove and replace a trustee. Without this option, beneficiaries’ only recourse would be to petition a court to remove the trustee for cause. This brief article lists grounds for the removal of a trustee.

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  • Deducting a trust’s charitable donations

    September / October 2021
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 607

    Abstract: It may be desirable to donate assets held in a trust. But before making such a donation, it’s important to understand the differences, for tax purposes, between individual and trust donations and the circumstances under which donations by a trust are deductible. This article examines the tax treatment of individual and trust donations.

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  • Letter of instruction – Express final wishes to heirs using your own words

    September / October 2021
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 646

    Abstract: An estate plan is a legal document, and because of that its language can be rather technical. Consider writing a letter of instruction to family members to communicate intentions in plain language. This article details what to address in the letter.

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  • Big tax changes are in the works – What do they mean for your estate plan?

    September / October 2021
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 956

    Abstract: The Biden administration and several lawmakers have proposed gift, estate and income tax changes that — if they become law — may have a significant impact on estate planning. In light of these potential tax law changes, it’s a good idea to consult with an estate planning advisor to discuss the potential impact of these changes and consider strategies for minimizing any negative effects. This article details the proposed tax changes that affect estate planning. A sidebar lists popular wealth-transfer techniques that may also be curtailed.

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  • Clearing the higher bar for disruption damages

    Summer 2021
    Newsletter: Construction Industry Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 437

    Abstract: Sometimes an owner’s actions during a construction project may disrupt a contractor’s job progress. In some cases, the contractor may be able to recover damages for additional expenses incurred because of the disruption. However, as this article explains, proving the amount of such disruption damages isn’t easy.

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  • Do you have a false sense of cybersecurity?

    Summer 2021
    Newsletter: Construction Industry Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 538

    Abstract: Contractors shouldn’t assume that their risk of a cyberattack is low because they don’t sell products on the Internet or have a major social media presence. Construction businesses are attractive targets for cybercriminals. This article explains why and discusses how to mitigate risk through a cybersecurity assessment and appropriate strategies.

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  • Place a high value on a business valuation

    Summer 2021
    Newsletter: Construction Industry Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 666

    Abstract: For any construction business owner, an enduring question is: Just how valuable is my company? The answer is variable because the value of any business rises and falls depending on a number of factors. This article explains why valuations are important for contractors and explores three critical parts of the appraisal process.

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  • EIDLs offer access to working capital

    Summer 2021
    Newsletter: Construction Industry Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 898

    Abstract: Many construction businesses have struggled during the pandemic. One way to obtain some helpful working capital is a COVID-19 Economic Injury Disaster Loan offered by the Small Business Administration. This article discusses the details and requirements of these loans. A sidebar warns recipients of Paycheck Protection Program loans about misuse of funds.

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  • State of the midsize market: Resilience is key

    Summer 2021
    Newsletter: Law Firm Management

    Price: $225.00, Subscriber Price: $157.50

    Word count: 434

    Abstract: Midsize law firms — from specialized boutiques to large regional firms and firms with multinational footprints — proved themselves “surprisingly resilient” during the COVID-19 pandemic. That’s the topline news from the “2021 Report on the State of the Midsize Legal Market” from the Thomson Reuters Institute (TRI). This article reviews the report, which includes some additional promising findings, as well as advice for the near future.

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  • Don’t go phish: How to reduce your risk of cyberattacks

    Summer 2021
    Newsletter: Law Firm Management

    Price: $225.00, Subscriber Price: $157.50

    Word count: 553

    Abstract: Phishing schemes have been a threat for years. But the pandemic seems to have intensified the risk, with criminals putting new twists on their approaches. Among other developments, law firms increasingly are targeted, due to their wealth of confidential information and the high value firms place on their reputations. This article reviews phishing basics and the security measures firms can take to avoid being scammed.

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  • Is your firm ready for part-time partnerships?

    Summer 2021
    Newsletter: Law Firm Management

    Price: $225.00, Subscriber Price: $157.50

    Word count: 649

    Abstract: With the upheaval over the past year and a half, many law firms have needed to be more flexible than ever before. Flexibility means options, and one option may be part-time partnerships. This article looks at how a part-time partnership option provides partners with the flexibility they need to stick with a firm, while achieving their desired work-life balance and producing their best client work.

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  • Signing up for law firm subscription plans – Why it may be time to reconsider your pricing model

    Summer 2021
    Newsletter: Law Firm Management

    Price: $225.00, Subscriber Price: $157.50

    Word count: 849

    Abstract: Hourly billing has long been the industry standard for law firms of all sizes. The COVID-19 pandemic, however, has prompted many firms to innovate in ways they probably wouldn’t have otherwise. This article covers why some resourceful firms are adopting a pricing model that has proven popular in a range of industries — subscription services. It highlights the benefits and risks of the subscription billing model, as well as the next steps firms need to take to start using this billing model. A short sidebar emphasizes how the subscription model works well for niche legal practice markets.

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  • News for Nonprofits – Most couples make giving decisions together

    August / September 2021
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 445

    Abstract: The latest “News for Nonprofits” highlights the giving habits of couples, financial management headaches for nonprofits, and a cautionary story about not acknowledging a large donor.

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  • The value of volunteers – Benefits of an effective program

    August / September 2021
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 665

    Abstract: Nonprofit organizations generally operate on lean budgets. This means volunteers are a necessity for most nonprofits. This article explains why knowing their worth and having an effective and organized volunteer program will help a nonprofit’s cause — and bottom line.

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  • 3 tips for managing social media reputational risks

    August / September 2021
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 580

    Abstract: Many nonprofits are counting on social media more than ever to boost fundraising and build awareness. These tools have proven increasingly effective in recent years, but nonprofits need to keep in mind the very real risks to reputation that come with social media. Employees, board members, volunteers and even unaffiliated third parties can cause significant and long-lasting damage if appropriate steps to prevent it aren’t taken. This article reviews three measures to implement now to help nonprofits reap benefits while mitigating risks.

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