Spring
Showing 81–96 of 759 results
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Bank Wire – CAA provides COVID-19 relief for banks
Spring 2021
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 431
Abstract: This summary of recent developments in banking discusses some bank-specific relief provided by the Consolidated Appropriations Act (CAA). It also highlights several other CAA-related developments relevant to banks, including the SBA’s guidance for Paycheck Protection Program (PPP) loans and the CAA’s simplification of the PPP-related loan forgiveness application. In addition, it notes the recent announcement that the Federal Reserve Board intends to work with other banking agencies to develop a fintech vendor due diligence guide for community banks.
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Online account opening: Managing the risk
Spring 2021
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 578
Abstract: Banking customers increasingly rely on electronic banking tools to open accounts, make deposits, transfer funds and otherwise manage their money — and the COVID-19 pandemic has accelerated this trend. This article points out that all of these activities increase an institution’s Bank Secrecy Act/Anti-Money Laundering (BSA/AML) compliance risks, particularly the opening of online accounts.
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Should your bank use third-party vendors?
Spring 2021
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 715
Abstract: In the uncertain economy resulting from the COVID-19 pandemic, community banks continue to streamline operations, improve efficiency and eliminate waste. This article points out that to help in this process, banks are increasingly turning to outside vendors to provide specialized services beyond the usual offerings. It also explains that to use third-party vendors successfully, it’s important for banks to evaluate liability and assess risk.
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5 tips for fair lending compliance
Spring 2021
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 845
Abstract: Community banks need to develop and follow fair lending practices. This article summarizes some of the important provisions of the main laws that govern fair lending, such as the Fair Housing Act and the Equal Credit Opportunity Act. It then offers five tips to help a community bank create an effective compliance program, including conducting a risk assessment and developing a written policy. A sidebar explains that a useful source of guidance on fair lending compliance is the Interagency Fair Lending Examination Procedures used by federal financial agencies.
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CRM systems offer intriguing benefits
Spring 2021
Newsletter: Construction Industry Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 432
Abstract: Customer relationship management (CRM) systems offer many benefits to businesses, including stronger customer relations, service and retention. This article explains how CRM systems may be most valuable to construction companies in managing the business development process and focusing a company’s limited resources on winnable, profitable projects.
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Vetting subcontractors is more important than ever
Spring 2021
Newsletter: Construction Industry Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 545
Abstract: General contractors must work hard to recover from project shutdowns/slowdowns caused by the pandemic and capitalize on what could be a stronger economy ahead. In this environment, vetting subcontractors for quality work and financial stability is more important than ever. This article reviews some basic tenets of prequalification.
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Is your buy-sell agreement up to date?
Spring 2021
Newsletter: Construction Industry Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 665
Abstract: A buy-sell agreement is a critical tool for owners of closely held construction companies. To be effective, however, construction business owners need to review it periodically and, if necessary, modify its language to reflect changing circumstances. This article explores the importance of scrutinizing the valuation provision, which establishes the purchase price for a departing owner’s shares.
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Tax planning – Don’t forget about the CAA
Spring 2021
Newsletter: Construction Industry Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 941
Abstract: The Consolidated Appropriations Act was signed into law on December 27, 2020, providing relief to individuals and businesses affected by the COVID-19 pandemic. In addition to reducing 2020 tax bills, the act provides several tax benefits for 2021. This article covers highlights that contractors should know about. A sidebar notes that expenses paid with Paycheck Protection Program loan proceeds are deductible.
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6 ways to improve your revenue cycle
Spring 2021
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 418
Abstract: Revenue cycle management (RCM) is one of the most complex medical office tasks. The various steps involve creating, processing and submitting claims, as well as collecting fees for services. This article suggests six ways to apply the standard principles of professional RCM to improve a medical office’s ability to get paid in a timely manner.
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Co-management arrangements – Rewarding quality and efficiency can be a win-win
Spring 2021
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 615
Abstract: In difficult economic times, it’s particularly important for medical practice managers to assess any areas of their practices to locate systems that can be streamlined, simplified and improved. This article notes that making strategic changes will give practices a boost that can help them survive an economic downturn and thrive going forward. It explains that, while it’s not for every practice, clinical co-management is one tool that can help create incentives for improving service quality and efficiency while maintaining control.
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Is it a good time to buy a practice? Consider these factors before you make the leap
Spring 2021
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 660
Abstract: Even in times of economic uncertainty, there may still be opportunities for growth. While some medical practices are struggling, others are doing well —and may want to expand their operations by acquiring a practice. This article looks at some factors potential buyers need to consider before purchase, including goodwill, transition details and revenue adjustments. It notes that with proper due diligence, an acquisition is more likely to succeed over the long term.
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What you need to know about practice valuation
Spring 2021
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 821
Abstract: In these uncertain economic times, many medical practices are closing. To survive, others are considering buying a practice, merging with another practice — or possibly selling. The first step in any of these scenarios is to establish estimated value. This article explains the importance of using a professional, accredited appraiser to conduct a practice valuation, and discusses the items the practice will need to provide to the appraiser and the possible valuation methods that may be used. A sidebar notes the importance of ensuring compliance with relevant rules and laws before engaging in any transaction.
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News for Nonprofits – COVID-19 relief benefits donors
Spring 2021
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 433
Abstract: This issue’s “News for Nonprofits” highlights provisions of the December 2020 COVID-19 relief legislation that could be a boost to donors and the nonprofits they support. The feature also spotlights how the pandemic has changed planned giving trends and hurt volunteerism.
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IRS clarifies royalty exception to UBIT
Spring 2021
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 577
Abstract: Provisions in the TCJA have brought renewed attention to nonprofits’ potential liability for unrelated business income tax (UBIT). Organizations generally are subject to a 21% tax on unrelated income, but exceptions apply — including one for royalties. This article discusses a recent IRS Technical Advice Memorandum that sheds light on factors the tax agency weighs when evaluating whether income constitutes excluded licensing royalties.
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IRS rules – Restructuring in today’s regulatory climate
Spring 2021
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 648
Abstract: Some nonprofits have been forced to restructure their organizations due to the economic challenges of the COVID-19 pandemic. Fortunately, IRS rule changes from a couple of years ago make the restructuring process far easier than it once was. This article zeroes in on what nonprofits considering such a change need to know.
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Working remotely: Don’t neglect internal controls
Spring 2021
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 812
Abstract: The pandemic has forced many nonprofits to change to work-at-home mode for extended periods, and some may remain there even as COVID-19 recedes. This shift in operations offers potential advantages, but it’s critical that organizations institute new, or adapt existing, internal controls to protect their finances and accounting-related data. This article discusses some of the most important areas to survey. A sidebar highlights adapting cybersecurity to homes.