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Showing 33–43 of 43 results
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Why you still need a credit shelter trust
February / March 2014
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: Some married couples may be thinking that, with estate tax exemption portability between spouses now permanent, they no longer need credit shelter trusts. But for many well-to-do couples, that’s not the case: Credit shelter trusts can offer substantial benefits that exemption portability doesn’t. This article explains how.
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Contractor’s Toolbox – SBA offers bond guarantees for small contractors
Winter 2014
Newsletter: Construction Industry Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: Small construction companies that are struggling to obtain surety bonds should consider taking advantage of the U.S. Small Business Administration Surety Bond Guarantee Program. This article explains who qualifies, what the benefits are, and how to apply.
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Should you cut the F&I department?
Fall 2013
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: Some dealers may have tried to lower overhead and customer wait times by eliminating the finance and insurance (F&I) department. But not every dealer should make such a radical move. It’s important to carefully weigh the pros and cons before cutting F&I. As this article explains, one option is to merge the sales and F&I departments, creating a one-stop shopping experience. But training salespeople in specific F&I-related tasks would become essential.
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Practice Notes – Are you ready for “play or pay” under the health care act?
Summer 2013
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: Beginning on Jan. 1, 2014, the Patient Protection and Affordable Care Act requires large employers to offer comprehensive and affordable health care coverage to employees and their dependents or risk a penalty. This article discusses what a “large” employer is and the degree of coverage that’s necessary to avoid penalties.
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Newsbits – Lack of capital hinders expansion
Summer 2013
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: This issue’s “Newsbits” looks at a report that studies how nonprofits view scaling (that is, growing programs to a larger scale), along with another report that encourages Congress to require the IRS to make Form 990 data “open” — available to all free of charge in a standard format, published without proprietary conditions and available online as a bulk download. It also discusses a Web app that automatically donates fractions of a cent to charity each time someone opens a new tab.
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Keeping up with your life insurance needs
Fall 2011
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: The appropriate life insurance coverage tends to change throughout one’s lifetime. What’s suitable for a young adult will likely not provide adequate protection later on. So it’s important to keep up on the amount and type of coverage that’s necessary. This article examines the kinds of coverage that are appropriate in different situations, and explains the difference between term and permanent life insurance.
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3 areas of fraud-proofing to focus on
Winter 2011
Newsletter: On-Site
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: As the economy continues to challenge everyone, the motivation for some employees to steal isn’t hard to understand. One way to divide and potentially conquer fraudsters is to focus on the three primary areas where fraud typically can occur: in the office, during banking transactions, and on the job site. This article offers tips.
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How does your bank gauge loan quality?
Winter 2011
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: The real estate and financial crisis highlights the need for lender quality control (QC) programs. Recognizing this risk, Fannie Mae recently beefed up its QC policies, and Freddie Mac may follow suit. Banks that sell loans to the secondary market are required to have a QC program. But even those that don’t should consider following Fannie Mae’s guidelines to help ensure the quality of their loans. This article looks at the new requirements.
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Ask the Advisor – How can I hold on to overleveraged properties until the market picks up?
May / June 2010
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: Many owners and investors are juggling unprofitable projects and properties that are saddled with debt that exceeds their value. They may want to hold on to the real estate because of its potential long-term value but find that refinancing isn’t a realistic option. Other options, however, are available. These include restructuring debt, raising capital and partnering with one’s lender. In some instances, immediate foreclosure and bankruptcy might be the best option.
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Proving the alter ego case
Winter 2009
Newsletter: Expert / Valuation & Litigation Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: Faced with valid claims against insolvent or cash-poor defendants, plaintiffs increasingly are arguing that these defendants represent the “alter ego” of their financially stronger parent companies. Alter ego litigation generally is sought to breach a defendant’s corporate structure and obtain access to the financial resources of its subsidiaries or individual shareholders. This article explains how financial experts can help both plaintiffs and defendants build their arguments in such cases.
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A closer look at rebuttal reports
November / December 2008
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 429
Abstract: Valuators don’t generate a full-blown valuation report for every valuation assignment. Sometimes a rebuttal report will suffice. This brief article summarizes a few scenarios in which a rebuttal report might come in handy, including in unearthing discrepancies and preparing for trial.