687
Showing 1–16 of 19 results
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Navigating inflation – Chart a course for success
February / March 2023
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 687
Abstract: With prices jumping more than 8% over the past year or so, it’s not surprising that roughly 85% of small business owners recently said they’re concerned about the impact of inflation. This article suggests some steps business owners can take to help their businesses survive — and possibly even thrive — during these volatile economic times, including reviewing inflation’s impact by product line and investing in technology to improve efficiency.
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Addressing an art collection in an estate plan can be tricky
September / October 2022
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 687
Abstract: Some assets pose more of a challenge than others when it comes to valuing and accounting for them in an estate plan. Take, for instance, an art collection. Paintings, sculptures or other pieces of art likely represent a significant portion of their estates. This article details options to address an art collection in an estate plan.
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Size counts – Your midsize or large organization might benefit from a CFO
Summer 2021
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 687
Abstract: A nonprofit leader might think, at times, that having a financial expert run that side of the operation could be a plus. This might be true, but hiring a CFO is a weighty decision that can have a large impact on the organization. This article examines CFO duties, considers the organization’s size, discusses candidate review and offers the alternative of outsourcing.
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What is an audit opinion letter — and why is it important?
Spring 2019
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 687
Abstract: A financial audit provides assurance to potential buyers that a dealership’s finances are in good shape. This article details the content of an audit opinion letter, and explains the four possible opinions it might render.
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What is an audit opinion letter — and why is it important?
March / April 2019
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 687
Abstract: A financial audit provides assurance to potential buyers that a dealership’s finances are in good shape. This article details the content of an audit opinion letter, and explains the four possible opinions it might render.
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Is board member compensation a good idea?
Fall 2017
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 687
Abstract: If a not-for-profit struggles every time it needs to fill a board vacancy — and doesn’t always come up with the candidates it desires — it may be time to consider creating a board compensation program. This article explores the pluses and minuses of these programs and discusses how to launch a compensation program for board members successfully.
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3 tests to analyze solvency
January / February 2017
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 687
Abstract: Solvency is generally defined as a business’s or individual’s ability, at a specific point in time, to meet its long-term interest and repayment obligations. A company’s solvency may come into play in fraudulent conveyance, bankruptcy alter ego and due diligence actions. This article highlights the three tests that experts apply when preparing a solvency opinion. All three of these tests must be passed for a company (or debtor) to be considered solvent.
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How basis planning can result in significant tax savings
September / October 2016
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 687
Abstract: A basic tenet of estate planning is to minimize gift and estate taxes. Yet with the exemption amount at $5.45 million for 2016 ($10.9 million for married couples), a vast majority of Americans won’t have to pay these taxes. For many this means that estate planning focuses on income tax planning. This article highlights one of the most valuable tax planning areas — the “stepped-up basis” rule.
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The watchful eyes of the IRS – Tread carefully when setting owner compensation
Summer 2016
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 687
Abstract: Dealership owners would like to reward themselves and their partners with attractive compensation when business is good. But they must be careful: The IRS is watching to make sure compensation levels are “reasonable,” and it pays particular attention to the dealership’s business structure. This article describes considerations for C corporations, the popular S corporation and others. It also points out IRS “red flags.”
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Approach tax accounting with a watchful eye
Winter 2016
Newsletter: On-Site
Price: $225.00, Subscriber Price: $157.50
Word count: 687
Abstract: Tax accounting for construction businesses can be a complex and daunting task. For this reason, it’s important for contractors to occasionally review the principles involved. This article discusses two commonly recognized accounting approaches, as well as the differing rules for long-term contracts.
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Think before you jump – Capital campaigns call for serious advance planning
Fall 2015
Newsletter: Profitable Solutions for Nonprofits
Price: $225.00, Subscriber Price: $157.50
Word count: 687
Abstract: An upcoming big expenditure might call for launching a capital campaign. Committing to a campaign isn’t easy — the fear that people won’t donate in an uncertain economy can cause hesitation to ask for more funds. But a nonprofit can get off to a good start by securing the right campaign leader, creating a solid and detailed plan, and targeting the right donors. A sidebar discusses lining up manpower for a capital campaign.
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When fraud distorts value – Appraisers adjust statements and assist attorneys
March / April 2014
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 687
Abstract: Among the many negative consequences of occupational fraud, one is rarely mentioned: how fraud affects a company’s value. Schemes involving asset misappropriation, corruption and financial misstatements can distort value. To ensure realistic value conclusions, professional appraisers must adjust financial statements when the existence of fraud is known. This article explains how they go about it.
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A balancing act: Should you raise prices or lower them?
June / July 2013
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 687
Abstract: As the U.S. economy continues to just plod along, thousands of business owners face a delicate balancing act: Should they implement higher prices for their products and services in order to become more (or stay) profitable? Or should they stand behind their clientele and keep prices as low as possible? This article discusses the situational factors that owners should consider when developing a pricing strategy, along with different strategies to help gain market share and increase profitability.
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Be the best of the best – How to boost your practice’s financial performance
Spring 2013
Newsletter: Vital Signs
Price: $225.00, Subscriber Price: $157.50
Word count: 687
Abstract: This article discusses some of the many ways a physician practice can boost its financial performance. These include focusing on revenue, new patient inflow, referrals, fee schedules, compensation levels and payor monitoring.
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Earnouts: Don’t overlook the tax implications
October / November 2012
Newsletter: Public Company Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 687
Abstract: When one company acquires another, the buyer and seller often have conflicting views on the target’s value. One way to bridge this valuation gap is with an earnout. When negotiating earnout provisions, the parties typically focus on financial issues. But, as this article explains, the potential tax implications deserve attention, too.
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5 tips for building an incentive compensation program
Winter 2012
Newsletter: Construction Industry Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 687
Abstract: When looking to cut costs, a contractor may first look to put annual bonuses on the chopping block. But rather than eliminating such financial incentives, it may be better to develop an incentive compensation program that’s designed to help achieve the company’s goals. This article offers five tips for designing a program that works.