451
Showing 1–16 of 18 results
-
Bank Wire – Doing business with marijuana-related businesses: Handle with care
Fall 2023
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 451
Abstract: This brief summary of recent developments in banking discusses the risks and rewards for banks of doing business with marijuana-related businesses, explains new interagency guidance on managing third-party risk and warns banks to avoid engaging in “digital redlining.”
-
Newsbytes – Watchdog launches campaign to measure equitable funding
Fall 2023
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 451
Abstract: This issue’s Newsbytes covers a new data-driven campaign by Candid to encourage equitable funding practices and provide a standardized benchmark measurement, reduce inefficiencies and cut down on duplicate information requests from funders; looks at Charity Navigator’s introduction of an alert on its website designed to help donors who visit the site to make more informed philanthropic decisions; and explains that McKinsey is giving nonprofits free access to its Organizational Health Index, a digital survey tool that quantitatively diagnoses an organization’s ability to align around and achieve strategic goals.
-
Apportionment: Does your damages expert understand this legal concept?
September / October 2023
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 451
Abstract: In Niazi Licensing, the U.S. Court of Appeals for the Federal Circuit excluded the testimony of a damages expert on the proper royalty rate for an infringed method patent. This article summarizes the case and explains where the expert went wrong. Niazi Licensing Corp. v. St. Jude Medical S.C., Inc., No. 21-1864 (Fed. Cir. April 11, 2022).
-
Opinion vs. legal conclusion: Has your expert crossed the line?
January / February 2023
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 451
Abstract: The line between permissible expert opinion and impermissible legal or factual conclusions can sometimes be blurry under the Federal Rules of Evidence. It’s critical for lawyers and their expert witnesses to understand the distinction between an opinion that embraces an ultimate issue and one that offers a legal conclusion. This article provides examples that help clarify the rules. In re Columbia Pipeline Group, Inc. Merger Litigation, Cons. C.A. No. 2018-0484-JTL (Del. Ch. July 14, 2022).
-
Opinion vs. legal conclusion: Has your expert crossed the line?
January / February 2023
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 451
Abstract: The line between permissible expert opinion and impermissible legal or factual conclusions can sometimes be blurry under the Federal Rules of Evidence. It’s critical for lawyers and their expert witnesses to understand the distinction between an opinion that embraces an ultimate issue and one that offers a legal conclusion. This article provides examples that help clarify the rules. In re Columbia Pipeline Group, Inc. Merger Litigation, Cons. C.A. No. 2018-0484-JTL (Del. Ch. July 14, 2022).
-
Hartman v. BigInch Fabricators & Construction Holding Company, Inc. – Court allows valuation discounts under shareholder agreement
May / June 2022
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 451
Abstract: In a minority shareholder buyout case, the Indiana Supreme Court held that the language of a shareholder agreement controlled the application of valuation discounts under its mandatory buyback provision. This article summarizes the reasons that the high court reversed the appellate court finding. Hartman v. BigInch Fabricators & Construction Holding Company, Inc., No. 20S-PL-618, Supreme Court of Indiana (January 28, 2021).
-
Hartman v. BigInch Fabricators & Construction Holding Company, Inc. – Court allows valuation discounts under shareholder agreement
May / June 2022
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 451
Abstract: In a minority shareholder buyout case, the Indiana Supreme Court held that the language of a shareholder agreement controlled the application of valuation discounts under its mandatory buyback provision. This article summarizes the reasons that the high court reversed the appellate court finding. Hartman v. BigInch Fabricators & Construction Holding Company, Inc., No. 20S-PL-618, Supreme Court of Indiana (January 28, 2021).
-
Rochkind v. Stevenson – Maryland gets on board with Daubert
September / October 2021
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 451
Abstract: Maryland’s highest court has belatedly joined the majority of jurisdictions in the United States in adopting the 1993 Daubert test for determining the admissibility of expert scientific testimony. This article explains why the court decided to abandon the state’s former “two-channel” approach in favor of a broader 10-factor approach. Rochkind v. Stevenson, No. 24-C-11-008722 (Md. Aug. 28, 2020). Daubert v. Merrell Dow Pharmaceuticals, Inc., 509 U.S. 579 (1993). Frye v. United States, 293 F. 1013 (D.C. Cir 1923). Reed v. State, 283 Md. 374, 381 (1978).
-
Tax Tips
March / April 2020
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 451
Abstract: These brief tips detail the reasons why it’s wise for businesses to revisit their sales tax obligations; explain the benefits of forgiving intrafamily loans; and detail why it’s important to carefully structure transactions between related businesses.
-
Should your 401(k) vest now or later?
Year End 2019
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 451
Abstract: Survey data from the Plan Sponsor Council of America (PSCA) indicates that roughly 40% of 401(k) plan sponsors provide immediate vesting on their matching contributions. In theory, employers that offer immediate vesting on matching 401(k) contributions might have a leg up on other companies when recruiting workers in a tight labor market. This article discusses why immediate vesting is an important aspect of your recruiting strategy.
-
The Contractor’s Corner – Is risk management software a worthy investment?
Fall 2019
Newsletter: On-Site
Price: $225.00, Subscriber Price: $157.50
Word count: 451
Abstract: This issue’s “Contractor’s Corner” features a question from a contractor who recently endured an OSHA safety audit. A major finding was that his company’s safety and insurance documentation was inadequately organized. Could the right software help alleviate the situation? As this article explains, risk management information systems do offer significant capabilities for storing and sharing safety and insurance data.
-
Raising financially responsible kids
Year End 2018
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 451
Abstract: Helping kids understand money when they’re young will help them develop sound financial habits that pay off when they’re adults. Discussions about money can start early, but need to be tailored to the child’s age. This article offers several tips on coaching children by maintaining an open dialogue about finances and modeling sound money management — at every age.
-
7 steps for preventing elder financial abuse
April / May 2018
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 451
Abstract: Older adults can be particularly vulnerable to financial exploitation. Many have assets that make them a target for the criminally minded. They may depend on a family member or caregiver for help remaining independent, and fear retaliation if they report misdeeds. This article offers seven steps that can help reduce the likelihood that an older person will be targeted, including writing checks to a legitimate financial institution rather than to a person and being alert to phone calls from imposters.
-
Prescription for an ailing practice
Winter 2017
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 451
Abstract: Whether a practice is not doing as well as it should be as a result of poor management decisions or evaporating clients, it’s important to get things on the road to recovery. This brief article notes some reasons a practice might be ailing and offers a series of commonsense solutions to help it thrive again.
-
The Contractor’s Corner – What should I know about 5-D BIM?
Winter 2017
Newsletter: On-Site
Price: $225.00, Subscriber Price: $157.50
Word count: 451
Abstract: This issue’s “Contractor’s Corner” answers a query about 5-D BIM software. Namely, what should a working construction company today know about it? As the article explains, these systems were designed specifically for estimators — offering both value-added possibilities and some daunting challenges.
-
Is it time to switch to Subchapter S status?
July / August 2016
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 451
Abstract: No one can work forever, a fact that many Baby Boomers are starting to accept. As they face retirement, owners of C corporations who are contemplating a sale may be able to save substantial corporate-level taxes by electing to operate as a “pass-through” S corporation. This article explains how the recently shortened recognition period for built-in gain may provide a tax-saving opportunity for some owners, but why S status won’t work for every business.