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Showing all 16 results
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7 ways AI is transforming the banking industry
Winter 2024
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 588
Abstract: Artificial intelligence (AI) is impacting businesses in virtually every industry today, and banking is no exception. This article notes that banks of all sizes increasingly recognize AI’s potential to help them improve efficiency, reduce costs, enhance the customer experience and combat fraud. It offers seven examples of how banks are using AI, including in customer service, fraud prevention and underwriting decisions.
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Your estate plan: Don’t forget about income tax planning
August 2023
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 588
Abstract: As a result of the current estate tax exemption amount ($12.92 million in 2023), many people are no longer concerned with federal estate tax. This article points out that before 2011, a much smaller dollar amount resulted in many people attempting to avoid estate tax. Now, because many estates won’t be subject to estate tax, more planning can be devoted to saving income taxes for heirs. A sidebar briefly looks at certain exclusions or discounts.
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Financial experts play a key role in employment discrimination cases
January / February 2023
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 588
Abstract: Employment discrimination claims based on race, sex, age, religion and other characteristics continue to be a major concern for employers. This article highlights how financial experts can help the parties calculate and evaluate damages, as well as analyze the situation to prove or disprove discrimination.
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Financial experts play a key role in employment discrimination cases
January / February 2023
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 588
Abstract: Employment discrimination claims based on race, sex, age, religion and other characteristics continue to be a major concern for employers. This article highlights how financial experts can help the parties calculate and evaluate damages, as well as analyze the situation to prove or disprove discrimination.
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Succession planning – Does your dealership have a buy-sell agreement?
Winter 2021
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 588
Abstract: A buy-sell agreement is a legal document that details succession plans if an owner is no longer capable of leading the business. A properly drafted agreement lays out the terms and conditions under which other owners or the business itself may purchase an owner’s interest in the event of his or her death or disability. This article explains reasons to have an agreement and how to fund it.
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Succession planning – Does your dealership have a buy-sell agreement?
January / February 2021
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 588
Abstract: A buy-sell agreement is a legal document that details succession plans if an owner is no longer capable of leading the business. A properly drafted agreement lays out the terms and conditions under which other owners or the business itself may purchase an owner’s interest in the event of his or her death or disability. This article explains reasons to have an agreement and how to fund it.
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Family businesses: Choosing the right exit strategy
July / August 2020
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 588
Abstract: There are many different exit strategies for a family business, including transferring it to the younger generation, selling it to the company’s management or to an employee stock ownership plan, or selling it to a third party. This article explores these options and stresses the importance of timing a sale right.
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Stopping cybertheft of plan assets before it happens
April / May 2020
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 588
Abstract: Cybertheft of participant accounts always happens to some other plan sponsor — until it doesn’t. Whether or not a company is liable, it’s a disaster waiting to happen. This article reviews a recent lawsuit in its initial phase, Berman v. Estee Lauder Inc., that highlights an unenviable position (assuming the plaintiff’s allegations hold up) — and what a company can do to minimize the chances that it ever will. Berman v. Estee Lauder Inc., No. 3:19-cv-06489 (N.D. Cal. filed Oct. 9, 2019)
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Save income taxes by including nongrantor trusts in your estate plan
February / March 2020
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 588
Abstract: Estate planning strategies vary as new rules change the playing field. Now that fewer taxpayers are likely to be subject to federal gift and estate tax, many families are focusing more on income tax strategies in their estate plans. This article discusses one such strategy — including one or more nongrantor trusts to help reduce any negative tax impact of the Tax Cuts and Jobs Act’s (TCJA’s) itemized deduction limitations. The article uses a hypothetical example to show how using a nongrantor trust has the potential to help increase deductions.
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When good employees go bad – Preventing and detecting employee cyberattacks
November / December 2019
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 588
Abstract: Dishonest workers can initiate a cyberattack by stealing valuable information from a company’s computer network and using it for personal gain. This article explains how these crimes work, what motivates some employees to steal and ways companies can prevent and detect cyberattacks.
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Sharpening your organization’s accounting function
October / November 2019
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 588
Abstract: Nonprofits may be exempt from income tax, but financial and accounting responsibilities still abound: There are budgets to project and results to monitor. There are financial statements to prepare and payroll taxes to collect. And these are only some of the responsibilities that fall under the accounting umbrella. This article questions whether these tasks, and others, are being handled efficiently at nonprofits and offers solutions to improve the accounting function.
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Convertible bonds can provide the best of both worlds
May / June 2018
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 588
Abstract: Investors seeking the reduced volatility of traditional bonds, as well as the capital-gains potential of stocks, may want to consider convertible bonds. This article explains how these securities give investors the option to convert debt into stock once the stock reaches a certain price. It also covers the unique risks of convertibles.
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Testing the waters with a CMPO
October / November 2014
Newsletter: Public Company Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 588
Abstract: For public companies looking to raise capital, a confidentially marketed public offering (CMPO) provides several advantages over traditional public offerings. CMPOs can be completed quickly, often within a week or two. And because they’re marketed confidentially, they enable a business to test the waters and even abandon the offering without a significant impact on its stock. This article explains how a CMPO works. Completing the necessary activities in an abbreviated time frame can be difficult, but, for companies that are up to the challenge, the benefits can be substantial.
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Cost segregation studies: A way to get faster write-offs
March / April 2013
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 588
Abstract: For years, many business owners have taken advantage of cost segregation studies to help them accelerate depreciation deductions on their properties. These studies identify property components and their costs, thus enabling owners to use shorter lives and faster depreciation rates — resulting in substantial tax savings. This article discusses how cost segregation studies work and how the depreciation rules apply.
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Before walking down the aisle … Consider the benefits of a prenup
April / May 2011
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 588
Abstract: Prenuptial agreements are commonly associated with divorce. And while such an agreement provides a couple control over assets in the event of a split, it can also preserve one’s estate by protecting assets from creditors and help ensure the estate is distributed according to the decedent’s wishes. This article explains how both prenuptial and postnuptial agreements may figure into estate planning.
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Practice builders – CDHC: Preparing for it
Summer 2008
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 588
Abstract: With new buying power and greater knowledge of their options, patients are seeking high-quality and convenient health care at reasonable prices. The consumer-driven health care (CDHC) trend promises to change not only the way physician practices operate, but also the nature of the physician-patient relationship. This article explains what your patients want as far as consumer information and amenities. Plus, it describes changes you may need to make to your billing and collection processes.