2018
Showing 577–592 of 630 results
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International estate planning – If you’re a non-U.S. citizen, the rules are different
January / February 2018
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 615
Abstract: Traditional estate planning strategies generally are based on the assumption that all family members involved are U.S. citizens. However, if a family member is a noncitizen, special rules apply that require additional planning. This article examines the estate tax rules applicable for families that include non-U.S. citizens.
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Estate planning when time is short
January / February 2018
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 734
Abstract: No one wants to contemplate their own mortality or that of a loved one. It’s one of the reasons people tend to procrastinate when it comes to estate planning. And for people whose life expectancies are short — because they’re terminally ill or advanced in age — planning can be even more difficult. This article details planning steps to take that can offer a family financial peace of mind.
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Buy-sell agreements: Handle with care
January / February 2018
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 999
Abstract: If a person owns an interest in a family-owned or other closely held business, a buy-sell agreement should be a key component of his or her estate plan. These agreements specify whether — and under what circumstances — owners’ interests may be transferred, ensuring that the business stays in the family and meeting other important estate and succession planning goals. This article details the advantages and tax implications of a buy-sell agreement. It also includes a sidebar that explains the differences between a shareholder agreement and a buy-sell agreement.
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Know the difference between a hostile and merely unhappy work environment
January / February 2018
Newsletter: Employment Law Briefing
Price: $225.00, Subscriber Price: $157.50
Word count: 583
Abstract: A supervisor made rude remarks related to an employee’s hearing difficulties. Was it enough for the employee to establish a hostile work environment under the Americans with Disabilities Act? As this article relates, the Third Circuit considered the frequency and severity of the harassment as well as whether it was physically threatening or interfered with the employee’s work. Cassandra Ballard-Carter v. The Vanguard Group, No. 16-3382, August 9, 2017 (3rd Cir.)
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Americans with Disabilities Act – When can employers require physical examinations?
January / February 2018
Newsletter: Employment Law Briefing
Price: $225.00, Subscriber Price: $157.50
Word count: 668
Abstract: A prospective full-time employee was required to take a physical examination by an employer. When he didn’t pass it, the job offer was revoked and his temporary position was terminated. As this article explains, the Tenth Circuit’s decision as to whether the employer had violated the Americans with Disabilities Act hinged on the position’s essential job functions. Iselin v. Bama Companies, Inc., No. 16-5132, May 26, 2017 (10th Cir.)
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The sequence of events can be a key factor in Title VII cases
January / February 2018
Newsletter: Employment Law Briefing
Price: $225.00, Subscriber Price: $157.50
Word count: 777
Abstract: To successfully prove a Title VII claim, a claimant must identify at least one co-worker who was treated more favorably by the employer under nearly identical circumstances. But in a recent Fifth Circuit case, the employee alleging discrimination couldn’t produce such an example. As this article examines, he also failed to persuade the court on his retaliation claim. Alkhawaldeh v. Dow Chemical Co., No. 16-20069, Mar. 15, 2017 (5th Cir.)
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Quick! Act fast when sexual harassment is alleged
January / February 2018
Newsletter: Employment Law Briefing
Price: $225.00, Subscriber Price: $157.50
Word count: 937
Abstract: When a retailer learned that one of its store managers had sexually harassed three employees, it terminated the manager. But did it act quickly enough to avoid violating the employees’ rights under Title VII? This article looks at the facts of the case and the Sixth Circuit’s ruling. A sidebar describes a similar sexual harassment case with a different outcome. EEOC v. AutoZone, Inc., No. 16-6387, June 9, 2017 (6th Cir.) Dillon v. Ned Mgmt., No. 13-cv-2622, February 2, 2015 (E.D.N.Y.)
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COMPLIANCE ALERT
February / March 2018
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 178
Abstract: This feature lists a few key tax reporting deadlines for February through April.
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2017 vs. 2018 retirement plan limits
February / March 2018
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 114
Abstract: This chart contains updated retirement plan limits for 2018.
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Fiduciary rule’s tortured path to implementation – What this means for plan sponsors
February / March 2018
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 722
Abstract: Controversy, complicated legal wrangling and legislative maneuvering have been swirling around the Department of Labor’s “fiduciary rule” governing financial advice given to retirement plan participants. Delays, modifications, phased effective dates, and the involvement of the Securities and Exchange Commission have left confusion and headaches in their wake. This article briefly reviews what plan sponsors need to know.
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Tax cut law a mixed bag for retirement plan sponsors
February / March 2018
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 679
Abstract: Despite early indications that Congress was prepared to do much more, the Tax Cuts and Jobs Act (TCJA) that was passed in December largely left retirement plans unscathed, save for changes pertaining to plan loans and IRA conversions. This article reviews areas that are affected, as well as what could be ahead.
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Identity theft threat puts plan participants and sponsors at risk
February / March 2018
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 799
Abstract: News of commercial database hackings involving millions of people’s personal information seems commonplace. While many of these stories focus on bank and credit card accounts, many plan sponsors and participants don’t realize that 401(k) plan assets may be at risk — which can be a problem not only for participants, but sponsors as well. While no sponsor wants to see participants sustain financial hits, this article covers when, depending on how a cybertheft unfolds, sponsors could be left holding the bag. A sidebar offers tips for avoiding being a victim of fraud.
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Making yours a “destination dealership”
January / February 2018
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 434
Abstract: Some dealerships are developing a customer-first culture in an effort to become a “destination dealership” that brings more customers through the door. This article offers several effective strategies to make your dealership “irresistible,” such as teaching all of your employees basic customer-service skills, cross-training employees and creating an inviting store atmosphere.
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Financial tools – Plunge into your balance sheet for revealing information
January / February 2018
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 581
Abstract: A dealership’s balance sheet can be a useful tool for dealerships that know how to uncover the nuggets of data that lie within these reports. Savvy dealerships use the information to improve their financial performance. This article looks at some of the areas where improvements can be made based on careful examination of balance sheet data, including AR collection and inventory management.
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Are your DOCs dependable? Better management will enhance your reports’ value
January / February 2018
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 673
Abstract: Although many dealer-owners would say they wouldn’t do it, they should be able to make business decisions based on the accuracy of the daily operating control reports (DOCs) they prepare. This article suggests some tips to improve the quality of this continuously generated report, including making your DOC your business’s “dashboard” and overcoming obstacles to sound reporting.
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Case study: How strong internal controls can deter fraud
January / February 2018
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 857
Abstract: This article spotlights the case of a dealership that became the victim of a large fraud scheme. What can be learned from the case is discussed, including what internal controls might have prevented the fraud in the first place. A sidebar highlights a fraud-fighting measure offered by many banks today.