726
Showing all 11 results
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COVID-19 and estate planning – Estate planning is possible in a socially distanced environment
February / March 2022
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 726
Abstract: In light of the ongoing COVID-19 pandemic, some people may be leery about visiting their advisor’s office to attend to estate planning documents. The good news is that for those who need to plan their estates or execute critical documents but don’t want to meet face-to-face, there are ways to do so in a socially distanced environment. This article explains options for meeting remotely and signing documents.
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Stem plan leakage by upgrading your 401(k) loan rules and practices
June / July 2018
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 726
Abstract: “Plan leakage” refers to participants allowing their account balances to shrink, because of either loans or hardship withdrawals. Plan loans don’t always result in permanent leakage when they’re repaid, but they still can have adverse long-term consequences for participants. This article reviews how plan loans cause leakage, why plans allow loans, and how employers can help plug the leaks.
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Keying into your digital assets – Revise your estate plan to account for online documents
April / May 2016
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 726
Abstract: In the not-so-distant past, one likely kept copies of vital estate planning documents locked in a fire-resistant vault or file cabinet, with copies at an attorney’s office. However, in this digital age, it’s more likely that legal documents and financial statements are being stored in online ledgers, including email transmissions from banks and other financial institutions. This article explores questions regarding the digital storage of documents and offers practical steps to help make it easier for family members to access digital files and accounts.
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Fraud interviews deserve professional attention – How experts gather facts and get to the truth
Winter 2015
Newsletter: Expert / Valuation & Litigation Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 726
Abstract: All too often, companies defrauded by employees attempt to solve the problem internally. Owners and managers may even conduct employee interviews themselves. This usually is a mistake. This article lists reasons why forensic experts should conduct fraud investigations. A sidebar notes that employers are instrumental in preventing fraud from happening in the first place.
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Preferred stock – Hybrid securities behave like bonds, trade like equities
January / February 2014
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 726
Abstract: While discussions about stocks typically refer to common stocks, there’s also a second, less widely understood type of stock that straddles both the equity and bond world: preferred stocks. For equity investors motivated primarily by consistent, relatively high income payments, they may be worth a look. This article compares preferred stock with both common stock and bonds, noting that there are multiple flavors of preferred stock to choose from. But there are risks involved, making it generally preferable that such stocks form a relatively small component of a broadly diversified portfolio. A sidebar notes the varying tax treatment of preferred stock dividends.
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Ensuring compliance with the CMS – The ins and outs of “meaningful use” prepayment audits
Summer 2013
Newsletter: Vital Signs
Price: $225.00, Subscriber Price: $157.50
Word count: 726
Abstract: In March, the CMS began conducting prepayment audits of providers who have attested to meeting the meaningful use requirements of the electronic health record (EHR) incentive programs. According to the agency, the audits are being done on a random basis, as well as on the basis of “suspicious or anomalous data.” This article discusses the types of information the CMS considers in a prepayment audit, while a sidebar explains what to expect during the CMS audit process.
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6 wealth management strategies in a low interest rate environment
March / April 2012
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 726
Abstract: The Federal Reserve has stated that it plans to keep short-term interest rates “exceptionally low” until at least mid-2013. That’s music to the ears of borrowers but bad news for savers, who are saddled with historically low rates on savings accounts, certificates of deposit, money market funds and U.S. Treasuries. This article offers six strategies for savers, ranging from low-risk options, such as online savings accounts, to higher-risk dividend-paying stocks.
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A salute to USERRA – Military service law offers employees broad protection
May / June 2011
Newsletter: Employment Law Briefing
Price: $225.00, Subscriber Price: $157.50
Word count: 726
Abstract: The Uniformed Services Employment and Reemployment Rights Act (USERRA) was signed into law to encourage noncareer military service, minimize service-related disruptions and prevent discrimination against service members. When a U.S. Army Reservist who’d been passed over for promotion sued his employer, claiming it had violated USERRA, the U.S. Court of Appeals for the First Circuit rejected his arguments — except one. Vega-Colón v. Wyeth Pharmaceuticals, No. 09-1861, October 28, 2010 (1st Cir.)
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Packing up and going home – U.S. manufacturers consider benefits of bringing operations back home
Fall 2010
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 726
Abstract: Reshoring — the act of bringing operations back onto U.S. soil — is a reaction to the myriad problems manufacturers have faced in foreign countries. This article looks at some of the specific reasons for this trend, and examines the considerations involved in determining the costs of manufacturing overseas vs. in the U.S. A sidebar discusses the recent rise in popularity of seminars, webinars and other events on this subject.
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Portfolio pricing: Should it be your next alternative fee arrangement?
Fall 2010
Newsletter: Law Firm Management
Price: $225.00, Subscriber Price: $157.50
Word count: 726
Abstract: With law firms increasingly operating in a buyer’s market, arrangements such as portfolio pricing can provide a competitive advantage that pays off for both law firms and their clients. This article discusses the pros and cons of portfolio pricing, while a sidebar offers advice on choosing the right clients for this type of arrangement.
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Key strategies to maintain — or grow — property values
May / June 2010
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 726
Abstract: Commercial real estate has been hit hard by the recession, and many owners have struggled with falling property values. But some simple property management strategies can help maintain or even increase the value of properties. For example, commercial properties are often ripe with expenses that could easily be reduced with a little vigilance. There are also ways to improve vacancy management and tenant retention.