723
Showing all 14 results
-
The patient doesn’t always know best – How to “treat” medical misinformation
Fall 2023
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 723
Abstract: Medical misinformation has always been around. Historically, many people have relied on superstitions and folk remedies to address illnesses. Then came the internet and, with it, a never-ending array of dubious “health care” articles. This article offers some strategies for handling patients who come in with medical misinformation, including monitoring and identifying consistently cited sources of misinformation and directly addressing patient fears. It emphasizes the usefulness of patience and good communication skills in fighting medical misinformation.
-
How to evaluate a start-up
October / November 2019
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 723
Abstract: Whether to lend to a start-up is one of the most difficult decisions a lender faces. This article contains advice on how lenders can evaluate the pros and cons and determine the potential for success — or failure. The article points out that start-ups have only limited operating histories and may have never generated positive cash flow, or even revenue. It also notes that a start-up can provide a good lending opportunity — but only if the business plan is viable and based on reality.
-
Staying one step ahead of capital gains tax
October / November 2019
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 723
Abstract: The end of the year is a good time for individuals to revisit tax strategies with an eye toward ensuring they’re taking any and all actions needed to reduce their tax bills. One area to look at is capital gains. This article notes that, while rising value is a good thing, the gains on selling an investment are potentially taxable. It points out that, with proper planning, a taxpayer can reduce capital gains tax liability — and avoid unpleasant surprises.
-
When to elect the alternate valuation date
June / July 2019
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 723
Abstract: Because of the fluctuation in the value of assets, specifically stocks, federal tax laws provide relief to taxable estates that may be negatively affected by fluctuating market conditions. Instead of using the value of assets on the date of death for estate tax purposes, an executor may elect an “alternate valuation” date of six months after the date of death. This election could effectively lower an estate’s federal estate tax bill. The article explains the ins and outs of electing to use an alternate valuation date.
-
Moving abroad? Consider the tax implications
May / June 2017
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 723
Abstract: When planning to move to another country — to retire, to start a new job or for some other reason — it’s critical to consider the income and estate tax implications before relocating. This article considers the income, estate and gift tax implications of moving abroad.
-
The importance of appearances: An ADEA case
July / August 2015
Newsletter: Employment Law Briefing
Price: $225.00, Subscriber Price: $157.50
Word count: 723
Abstract: It’s obvious that employers need to step carefully when terminating an employee. But one specific danger is when a termination could appear to be retaliatory for an employee’s previously made complaints. This article covers a recent ADEA case that illustrates just such a situation. Daniels v. School District of Philadelphia, No. 14-1503, Jan. 20, 2015 (3rd Cir.) McDonnell Douglas Corp. v. Green, No. 72-490, May 14, 1973 (U.S. Supreme Court)
-
Is an HSA right for you?
May / June 2014
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 723
Abstract: One health care arrangement that has been soaring in popularity in recent years has been the pairing of a high-deductible health plan (HDHP) with a Health Savings Account (HSA). This article takes a closer look at the benefits of HSAs, along with their relationship to HDHPs and the caveats involved. A sidebar lists HSA contribution limits and deductibles for individuals and families.
-
Will your employees have enough to retire? U.S. investor confidence may not reflect needs
April / May 2014
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 723
Abstract: A 2013 Natixis Global Asset Management survey confirms that American investors are confident about their financial prospects. However, they may be underestimating their retirement income needs. What can plan sponsors do to help their employees? This article takes a look at the survey numbers and reviews some action steps for helping employees determine their needs.
-
The 3.8% net investment income tax — More than meets the eye
September 2013
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 723
Abstract: There’s a lot for taxpayers to know when it comes to the 3.8% net investment income tax (NIIT). This new tax is imposed on income from several sources and its impact is far reaching. This article discusses those sources, along with income types that are not subject to the NIIT, and explains the income thresholds that can apply to different kinds of tax filers.
-
Estate planning for adopted children and stepchildren
June / July 2013
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 723
Abstract: For those who have adopted children or unadopted stepchildren, estate planning is critical to ensure that their property is distributed the way they desire. For those who are unmarried and in a long-term relationship with someone who has biological or adopted children, planning may be particularly important. This article discusses estate planning in an environment where laws vary regarding intestate succession, family realignments, and equitable adoption.
-
That classic quandary: Buy, lease or rent?
May / June 2012
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 723
Abstract: It’s a classic construction quandary: whether to buy, lease or rent equipment. This article examines the cost and tax implications of each option. Some combination of renting, leasing and buying may allow a construction company to meet both its short- and long-term equipment needs. Determining the right mix, however, requires careful evaluation of its needs and financial situation.
-
Just awards – Construct a framework when assessing damages
March / April 2011
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 723
Abstract: Almost daily, jurors award huge damages to plaintiffs. But are these jurors making informed decisions? One of the most important contributions a financial expert can make in damages litigation is to construct a framework the jury can use when assessing the damages. This article discusses how a CPA expert can help explain the nuances of a business’s profits, assets, net worth and internal structure.
-
Are you ready to upgrade your financial management software?
Spring 2010
Newsletter: On-Site
Price: $225.00, Subscriber Price: $157.50
Word count: 723
Abstract: Investing in top-of-the-line financial management software can lead to fewer mistakes in estimating, bidding, project management and job-cost accounting. But the dizzying array of applications makes this a difficult buying decision. What type of system and functionality is appropriate? What about compatibility issues? And what should one look for in a vendor? Have they been around for a long time? What do existing customers have to say about their tech support? And, once the decision is made, there are implementation issues to consider, such as designating the right project manager and offering adequate training and support.
-
CPA audits – Concern about “going concern”
February / March 2010
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 723
Abstract: When auditing a company’s financial statements, CPAs must consider whether the “going concern” assumption in the reports is on target — and if the company is, indeed, expected to continue to operate in the year ahead. For a commercial banker granting loans, CPAs’ conclusions about businesses’ financial health can help identify companies at risk of loan default. This article describes what goes into making a going-concern assumption.