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Showing all 11 results
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Forensic accounting investigations – Expertise is critical when conducting interviews
July / August 2021
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 733
Abstract: During fraud investigations, interviews of witnesses and suspects are used to gather information. Care should be taken when interviewing company personnel and gathering other evidence to protect the chain of custody and ensure that the findings can be admitted in a legal proceeding. This article discusses the types of questions forensic experts ask, the process of interviewing witnesses and suspects, and behavioral red flags of deception.
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Let the numbers roll – 8 ways to make your accounting function more efficient
February / March 2014
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 733
Abstract: There’s no area where efficiency is more important than in accounting. This article provides eight suggestions for making the accounting function at a nonprofit more efficient without spending a bucketful of money. They include using a coding cover sheet, insisting on oversight, and making best use of the organization’s accounting software.
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Tax-efficient ways to manage capital gains
September / October 2013
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 733
Abstract: The happy glow from an investment portfolio’s rising net worth can quickly fade when it’s time to calculate the annual tax bill. Why? Capital gains tax. This article describes the kinds of assets that are subject to short- and long-term rates and where those rates presently stand. It also offers several strategies for reducing potential capital gains tax liability. A sidebar discusses the “wash sale” rule that can come into play when selling securities.
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Charitable giving vehicles – CRTs and CLTs offer dual beneficial interests
June / July 2011
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 733
Abstract: A charitable remainder trust (CRT) or a charitable lead trust (CLT) can be an important tool in achieving philanthropic and estate planning goals. These “split-interest” trusts — so-called because of their dual beneficial interests — provide for both qualified charities and noncharitable beneficiaries. This article discusses the details of each type of trust.
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Ready to buy a new home? If so, consider using a joint purchase to ease estate tax liability
May / June 2010
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 733
Abstract: If one wants to buy a home that will eventually pass to the children, a joint purchase can be a good way to ease estate taxes, provided the children have sufficient funds to finance their portion of the purchase. This article covers how a joint purchase works, as well as its advantages and disadvantages.
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Keeping up with online leads
January / February 2010
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 733
Abstract: One aspect of the industry that’s moving forward at a rapid pace is the purchase of online leads. Dealerships are in something of an experimental stage right now as the pay-per-lead model of purchasing gains momentum. At the same time, third-party lead providers are stepping up the competition. And customers are more vigorously exploring their online options. Typically, Internet leads have been sold via a subscription model, in which Internet lead providers sell leads in bulk. But visitors to Kelley Blue Book’s new site are able to select search criteria and get “best match” results.
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Be the early bird – Thinking about taxes now can pay off later
October / November 2009
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 733
Abstract: Many people don’t start thinking about taxes until well after the first of the year. But thinking about taxes now, before time pressure may result in poor decisions, can really pay off. By working with a tax advisor to project income, deductions and tax liabilities for 2009 and 2010 — and beyond, if possible — it may be possible to shift income and deductions between tax years to minimize one’s overall tax burden, or at least to defer taxes. But there are pros and cons with particular strategies.
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Strategic alliances – When two is better than one
February / March 2009
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 733
Abstract: This article explains how a strategic alliance may be an option for growing companies when a sale or acquisition isn’t feasible. Carefully chosen and executed alliances can yield many of the benefits of a successful merger — including increased revenue and market share and the acquisition of key employees — but without the time, cost or hassle. The advantages and potential drawbacks of joint ventures and contractual alliances are discussed.
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Avoid off-the-cuff offshoring
September / October 2008
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 733
Abstract: Offshoring is big and getting bigger. More than one-third of companies outsource at least one aspect of their business operations to offshore locations, according to a 2008 survey. But before your borrowers jump headfirst into offshore manufacturing, consulting or purchasing contracts, they should look beyond cost per unit and weigh qualitative issues.
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Is obesity a disabling impairment under the ADA?
March / April 2008
Newsletter: Employment Law Briefing
Price: $225.00, Subscriber Price: $157.50
Word count: 733
Abstract: That was the question before the Eleventh Circuit. It had to decide whether obesity and related medical conditions constituted a disability under the Americans with Disabilities Act. This article discusses why the court held that the plaintiff wasn’t disabled under the ADA. In a sidebar, this article also explains why a federal trial court held that episodic or medication-controlled conditions aren’t ADA-defined disabilities. Greenberg v. BellSouth Telecommunications Inc., 498 F.3d 1258 (11th Cir. 2007) Wofsy v. Palm Shores Retirement Community, 2007 U.S. Dist. LEXIS 68819 (D.Fla. 2007)
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Issues complicate payment amount – Fair pay for physicians serving as hospital medical directors
Winter 2008
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 733
Abstract: Physicians who are highly regarded by their peers often agree to serve as medical directors of specialty departments in local hospitals. Hospitals and medical directors alike understand that such relationships must be formalized, with compensation being commensurate with the physician’s duties and authority. This article delves into how to establish fair pay for hospital medical directors, without running afoul of federal laws and statutes. (Updated 2/29/12)