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Showing 1–16 of 21 results
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HSAs: A can’t-pass-up savings proposition
July / August 2022
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 657
Abstract: Health Savings Accounts (HSAs) often are referred to as “medical IRAs” because they enable participants to save money while deferring taxes. This article tells workers whose employers offer HSAs (or who have access to them through a bank or insurance company) how to make the most of the opportunity. For example, automatic payroll deduction programs help by withdrawing pretax funds from paychecks.
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Have you named successor fiduciaries?
Year End 2021
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 657
Abstract: It’s generally not enough to appoint an executor to handle a person’s estate after his or her death or name a trustee to administer a trust. Choosing qualified people to fulfill these duties requires forethought and in-depth analysis, but it’s only half the battle. For greater protection, consider choosing “successor fiduciaries” who can step in at a moment’s notice and take over, if needed. This article details the duties of a successor fiduciary.
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Warding off fraud at your nonprofit – Some simple measures can protect you
April / May 2020
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 657
Abstract: Case after case shows that fraud is often committed by the most trusted or tenured nonprofit employees. So to protect the donations and grants entrusted to them, nonprofits must take specific steps to thwart potential fraudsters. This article examines the components of an ethical culture, fraud deterrence policies and common nonprofit frauds.
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Should your nonprofit act as a fiscal sponsor?
Summer 2017
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 657
Abstract: With a fiscal sponsorship, an established 501(c)(3) organization assumes responsibility for a nonexempt group’s charitable project. This article explains what that responsibility involves and how sponsorships can benefit fledgling nonprofits and sponsors. It also warns against possible risks to the sponsor’s finances and reputation.
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Could an escalation clause help with your materials costs?
March / April 2017
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 657
Abstract: An escalation clause specifies that, in the event materials costs rise beyond a specified amount, the contractor may pass those costs along to the project owner. Is such language worth negotiating into a contract? This article addresses that question, describing how these clauses work and the associated risks.
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Define it before you assign it – A business interest can have many different levels of value
September / October 2016
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 657
Abstract: Control and marketability are two key issues when valuing a private business interest. Before your valuation expert starts gathering information to value a business, he or she must decide on the appropriate “level of value” based on the purpose of the appraisal and the characteristics of the ownership interest. This article explains the three levels of value and how control and marketability factor into each level.
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Kicking the tires on your sales compensation plan
May / June 2016
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 657
Abstract: If a dealer suspects there’s room for improvement, it should give its sales team’s compensation model a thorough inspection. Even small enhancements could lead to a happier, more motivated sales staff that’s more likely to stick around. This article discusses one currently popular compensation model. It also explains the process of setting a total compensation target and then creating opportunities for the sales staff to reach that target. Other key ingredients in a good plan also are discussed.
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Why operations belongs on your due diligence checklist
February / March 2016
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 657
Abstract: Carefully reviewing a target company’s working operations — production facilities, administration and human resources — is essential to making a profitable acquisition. This article explains how operational due diligence enables buyers to confirm that the seller is capable of producing what it has promised. The article also explains what buyers should do when they find deal-threatening issues.
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College expenses getting you down? Uncle Sam offers some valuable relief
August / September 2014
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 657
Abstract: The U.S. tax code has several options that can help kids get a great education, while not depleting their parents’ bank account. This article discusses two in particular: the American Opportunity and Lifetime Learning credits. One helps with expenses for the first four years of a postsecondary education; the other for a fifth or later year of college or for graduate school or continuing education expenses. The article looks at what the credits offer, along with their income and other qualifications.
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Should you change your business entity?
Spring 2014
Newsletter: Law Firm Management
Price: $225.00, Subscriber Price: $157.50
Word count: 657
Abstract: Although lawyers have traditionally favored partnership structures, some law firms may benefit from organizing as a different type of business entity. For some, a limited liability company (LLC) can offer the best of both worlds: the limited liability of a corporation and the tax advantages of a partnership. But, as this article argues, there may be tax advantages to forming as an S or a C corporation.
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Private equity firms offer cash relief to community hospitals
Spring 2014
Newsletter: Healthcare Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 657
Abstract: Some cash-strapped community hospitals are finding relief through capital infusions by a private equity firm. Although they’ll surrender a degree of ownership control, engaging in one of these arrangements can help strengthen their cash flow and generate more sustainable profits without necessarily subverting their mission statement. This article explains how a private equity firm can earn profits on a financially distressed community hospital, and how profit-driven ownership can be good for the hospital while preserving its charitable mission.
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A good reason to revisit your estate plan – Accounting for digital assets
August / September 2013
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 657
Abstract: If a person dies without addressing digital assets in his or her estate plan, loved ones or other representatives may not be able to access them without going to court — or, worse yet, may not even know they exist. These assets may include online bank and brokerage accounts, digital music, book collections, and photo galleries. In a business, the company’s website, domain name, client and other databases, and electronic invoices are considered digital assets. This article discusses the importance of taking an inventory of digital assets and ensuring loved ones can access them, while maintaining security in the meantime.
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Ready to jump into new waters? – Look into all of the details of an out-of-state job
Fall 2012
Newsletter: Construction Industry Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 657
Abstract: It could be a good idea for a contractor to seek work outside of its home state — but, before jumping into those new waters, it’s essential that it look into all of the details. This article discusses issues that may arise in regard to taxes, insurance, licensing, bonding, labor relations and contract language.
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Don’t shoot yourself in the foot — Beware of the self-rental rule
September / October 2012
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 657
Abstract: Renting property to a business entity may seem like an innocent action, but that “self-rental” arrangement could have significant — and potentially negative — tax repercussions. To explain why, this article first discusses the passive activity loss rules. It notes that self-rental income is nonpassive, and thus can’t immediately be offset by passive losses.
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Case studies — When due diligence findings threaten a deal
February / March 2012
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 657
Abstract: In most cases, sellers make accurate financial and legal representations to potential acquirers. But what should buyers do when they uncover a serious — and previously undisclosed — issue that threatens the value of their deal? This article describes four due diligence scenarios and how buyers acted on their findings.
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Retooling pay incentives
Winter 2012
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 657
Abstract: All pay plans should be effective — they need to attract, retain and motivate a talented team. But many fail to meet these objectives, so dealers need to ask whether their pay plans have kept step with recent changes in the labor market. No universal formula works for every dealer, but this article offers six ideas for evaluating a pay plan, such as keeping the plan simple, aligning it with business strategy, and thinking beyond new and used vehicle sales.