706
Showing all 9 results
-
Cradle to college – How to give your children a solid financial education
January / February 2018
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 706
Abstract: Parents who want their children to become responsible adults should start their fiscal education early. This article provides suggestions for financial education lessons by age group, from nursery to grade school to high school. By the time they head to college, kids should be able to make most of their own day-to-day financial decisions.
-
How your firm’s strategic game plan can use a Balanced Scorecard
Spring 2016
Newsletter: Law Firm Management
Price: $225.00, Subscriber Price: $157.50
Word count: 706
Abstract: The Balanced Scorecard was developed to enable companies to translate their organizations’ strategic goals into a set of performance measures. But this management tool can also help law firms become more profitable and efficient. This article talks about the Scorecard’s four focus areas — clients, finances, internal operations and organizational growth — and provides tips on compiling useful data.
-
Know when you need to put a client out to pasture
October / November 2015
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 706
Abstract: Many business owners go to great lengths to hold onto every client they have. But this article emphasizes that that can be counterintuitive. Determining individual customer profitability should be one’s first step when considering which customers to drop. If business systems track individual customer purchases and the accounting system has good cost accounting or decision support capabilities, this process will be simple.
-
Large and small employers in 2015 – Be mindful of these key ACA provisions
Spring 2015
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 706
Abstract: It’s been five years since the Affordable Care Act (ACA) was signed into law, and since then various federal agencies, such as the IRS, the Department of Labor and the Department of Health and Human Services, have issued extensive regulations and guidance on the ACA. This article updates some of the key provisions for large and small employers to be mindful of in 2015, such as the “play or pay” provision for large employers and Small Business Health Options Program (SHOP) tax credits for small employers.
-
Get smart when tackling estate planning for intellectual property
February / March 2015
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 706
Abstract: How should one account for intellectual property (IP), such as a patent or copyright, in their estate plan? These intangible assets can be highly valuable, and they should be handled according to the owner’s wishes. This article looks at the four categories of IP (patents, copyrights, trademarks and trade secrets) and the considerations involved in transferring them to one’s chosen beneficiaries.
-
Know your borrowers’ fraud risk profile
August / September 2013
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 706
Abstract: Customers face two types of fraud risks: employees who misappropriate assets and those who “cook the books” to make the company appear healthier than it is. This article offers a fraud checklist that enables lenders to create their own customized fraud risk profile for each borrower.
-
What the new tax law means for M&A deals
April / May 2013
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 706
Abstract: Some of the changes brought about by the American Taxpayer Relief Act of 2012 (ATRA) could affect M&A deals for those on both sides of a transaction. Business owners facing a greater tax burden and more estate tax exposure may be eager to sell in the near future. And buyers may shy away from new acquisitions because they fear that future tax legislation could erode profits. This article discusses tax treatment of carried interest income and tax-related due diligence.
-
Up with EAPs – Company benefit helps mitigate employee lawsuit
July / August 2011
Newsletter: Employment Law Briefing
Price: $225.00, Subscriber Price: $157.50
Word count: 706
Abstract: This article discusses a case in which the U.S. Court of Appeals for the Seventh Circuit had to decide whether a terminated employee’s alcoholism constituted a disability under the Americans with Disabilities Act or a serious health condition under the Family and Medical Leave Act. The defendant’s employee benefit — its Employee Assistance Program — played a role in the outcome. Ames v. Home Depot Incorporated, No. 09-4151, Jan. 6, 2011 (7th Cir.)
-
Dealerships in distress – Out-of-court workouts are among their options
May / June 2010
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 706
Abstract: While the worst ramifications of the recession may be over, many dealerships continue to fight for their survival in a frail economy. There are telltale signs that a dealership may be headed toward bankruptcy — but there are several relief methods available to distressed dealerships. An out-of-court turnaround may involve renegotiating debt terms, cutting service hours or combining administrative positions. In a Chapter 11 “reorganization” bankruptcy, the dealership retains its assets as a “debtor in possession” and remains open. As a last resort, there’s Chapter 7 bankruptcy, involving voluntary or involuntary liquidation.