831
Showing 1–16 of 23 results
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Make the most of the general business credit
November / December 2022
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 831
Abstract: Tax credits are far more valuable than tax deductions. Unlike a deduction, which reduces a business’s taxable income, a credit reduces the business’s tax liability dollar for dollar. Tax credits aren’t unlimited, however. For businesses, the aggregate value of tax credits may be limited by the general business credit (GBC). This article explains how the GBC works. A brief sidebar lists specific individual tax credits included under the GBC.
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Setting the tone – Make sure your website reflects well on your practice
Summer 2021
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 831
Abstract: For a medical practice in 2021, a website is no longer a nice option — it’s a requirement. The COVID-19 pandemic has not only made it imperative for physicians to create ways to see patients virtually instead of in person, but also placed increasing emphasis on the practice website as an essential information source. This article looks at some of the features medical websites require to ensure effectiveness. A sidebar notes the importance of using marketing techniques on practice websites to attract and retain patients.
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5 financial and accounting processes that might be due for a revamp
July / August 2021
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 831
Abstract: Now might be a good time for a dealership to rethink and revamp its financial and accounting processes, if it hasn’t done so already. Some of them may have been in place for a long time and outlived their usefulness. This article offers five ideas to consider, including using an automated payable system, accelerating bank reconciliations and streamlining monthly closings.
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5 financial and accounting processes that might be due for a revamp
Summer 2021
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 831
Abstract: Now might be a good time for a dealership to rethink and revamp its financial and accounting processes, if it hasn’t done so already. Some of them may have been in place for a long time and outlived their usefulness. This article offers five ideas to consider, including using an automated payable system, accelerating bank reconciliations and streamlining monthly closings.
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Should you be stress testing your borrowers?
Spring 2020
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 831
Abstract: Most banks are familiar with the concept of stress testing: By evaluating the impact of adverse external events on a bank’s earnings, capital adequacy and other financial measures, stress testing can be a highly effective risk management tool. And while community banks generally aren’t required to conduct stress testing, banking regulators view it as a best practice. This article discusses the ins and outs of stress testing. A sidebar explains Canada’s mortgage stress-testing law.
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Financial statements – How to report programmatic investing
August / September 2019
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 831
Abstract: Rather than making cash grants, some nonprofits are increasingly using financial instruments known as programmatic investments to pursue their missions. An organization, for example, might extend loans to low-income constituents to help them acquire an education or home. This article discusses how the nonprofit should report these investments. A sidebar explains the IRS rules on programmatic investments for private foundations.
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5 strategies to improve your bottom line
Spring 2019
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 831
Abstract: To grow, manufacturers often focus on the top line of their income statement (revenue). But boosting profits is the key to long-term sustainable growth. This article covers five ways to help manufacturers become more profitable, including 1) cutting overhead costs, 2) renegotiating contracts with suppliers, lenders, lessors and insurance companies, 3) upgrading equipment, 4) “upgrading” employees, and 5) revising overly simple (or complex) business structures. A sidebar explains tax-saving opportunities under the Tax Cuts and Jobs Act.
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Best practices in issuing pay raises
February / March 2019
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 831
Abstract: Typically, business owners offer raises that recognize employee expertise, accomplishments and loyalty while keeping their pay scales roughly in line with those offered by other firms in their industries and geographic locations. A business might want to reward specific employees who’ve made contributions to the company, but it will also want to maintain a level of equity with other workers’ compensation — while at the same time keeping payroll costs in line. This article explains how businesses can balance these competing goals by taking such steps as standardizing the criteria they use to determine raises and setting up a raise schedule. A sidebar discusses options when an employee is unhappy with a raise.
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Are your prices too high, too low or just right?
Winter 2018
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 831
Abstract: Manufacturers tend to use product pricing models that focus on direct production costs. This article explains why this simplified approach to pricing products may compromise market share over the long run and how market leaders factor market research and overhead costs into their pricing strategies. A sidebar compares low-cost vs. differentiation marketing strategies.
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Valuation takes center stage when business owners divorce
July / August 2017
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 831
Abstract: Splitting up a marital estate can be a long, complicated process. This article discusses questions about valuation that business owners typically have during the divorce process — and how valuation experts can help simplify matters. A sidebar looks at one case that illustrates the importance of obtaining a valuation conducted by such an expert. Lacoste v. Lacoste, No. 2014-CA-01724-COA, Miss. App., July 19, 2016
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Does your business have a valid buy-sell agreement in place?
Winter 2016
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 831
Abstract: Owners of manufacturing and distribution companies are often so focused on the here and now that planning for future catastrophes may fall through the cracks. But operating without a valid buy-sell agreement can cause financial distress and even tear a company apart if tragedy strikes. This article outlines the details to address in a buy-sell agreement, including the types of “triggering events,” valuation parameters and buyout options. A sidebar explains how to avoid potential pitfalls when transferring family businesses to the next generation.
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Uncharted territory – Recovering lost profits for a new or unestablished business
January / February 2016
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 831
Abstract: Proving lost profits for a new or unestablished business with no earnings track record is a challenge. Regardless of whether a damaged business is established or unestablished, proving lost profits requires experts to predict the plaintiff’s future performance. This article looks at strategies experts use to estimate lost profits when historical performance isn’t an option, including considering management quality, industry and market statistics and benchmarks, and the performance of comparable companies. A sidebar discusses whether experts can rely on management projections.
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Inventory fraud – Knowledge is your first line of defense
Spring 2015
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 831
Abstract: Inventory is one of the biggest assets on a manufacturer’s balance sheet. It’s also one of the hardest assets to measure and track. This article explains why inventory is so susceptible to fraud and how fraudsters typically steal or misstate inventory in a manufacturing environment. A sidebar reveals which types of manufacturers are the most at risk for fraud and why.
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Taking data privacy seriously – If you don’t, your buyer certainly will
October / November 2014
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 831
Abstract: Companies that aren’t fully up to date and compliant with data privacy regulations can hit major hurdles during the M&A due diligence process, adversely affecting the sale price. This article describes some of these regulations, while a sidebar lists “personal information” that, if breached, can result in fines or lawsuits.
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Final tangible property regs – What can be expensed and what must be capitalized?
Spring 2014
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 831
Abstract: When it comes to many of the expenditures related to tangible property, whether a business can expense or must capitalize hinges on the difference between a “repair” and an “improvement.” New, final IRS regulations provide guidance to help businesses make this determination. This article discusses some of the details, while a sidebar notes the evolution of the regulations up to this point.
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Are management’s expectations reasonable? Appraisers approach internally prepared data cautiously
Summer 2013
Newsletter: Expert / Valuation & Litigation Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 831
Abstract: Appraisers typically assume no responsibility for the validity and accuracy of management’s financial data. Still, an appraisal is only as reliable as the information on which it’s based. That’s why, before submitting their conclusions, appraisers routinely take a step back and ask: “Are management’s expectations reasonable?” This article looks at the different types of financial statements an appraiser might examine and common pitfalls involving previous years’ operating performances and trends. A sidebar explains the distinctions between forecasts, projections and budgets.