2020
Showing 353–368 of 589 results
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Protecting your store from the “inside job” – Strong internal controls will help deter fraud
May / June 2020
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 616
Abstract: One of the best ways to mitigate employee fraud and embezzlement at a dealership is to implement a system of strong internal controls. This article spells out must-have controls that every store should have in place, plus other effective control measures.
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How the SECURE Act will impact retirement planning
May / June 2020
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 859
Abstract: A new law took effect on January 1 that ushers in some of the most sweeping changes to employer-sponsored retirement plans in decades. The Setting Every Community Up for Retirement Enhancement (SECURE) Act is designed to make it easier for many businesses, including dealerships, to offer a retirement plan to employees — and for employees to save money for a financially secure retirement. This article covers the act’s main provisions geared toward employers and employees. A sidebar covers legislation eliminating stretch IRAs.
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7 red flags of an impending jobsite accident
May / June 2020
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 439
Abstract: An unfortunate fact of life is that accidents can happen — especially in construction. As the summer construction season heats up, it’s critical to keep workers safe. This article raises seven red flags that can warn you an accident is becoming more likely, including new faces on the jobsite and harmful noise levels.
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Playing the name game with a DBA
May / June 2020
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 554
Abstract: For a variety of reasons, contractors often need to retool their branding to better represent their services or reach new customers. Sometimes the best way to do this is to operate all or part of your business under a new name. This article explores the purposes and legal requirements of a “doing business as” filing.
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Don’t let accounts receivable fraud take what you’ve earned
May / June 2020
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 678
Abstract: Revenue coming into a business is an obvious temptation to a dishonest person. And, indeed, accounts receivable fraud is among the most common crimes committed internally against business owners — and contractors are hardly immune. This article describes common schemes, offers prevention tips and explains how to investigate.
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The best defense is a good account balance – Cope with delayed jobs through sound financial management
May / June 2020
Newsletter: Contractor
Price: $225.00, Subscriber Price: $157.50
Word count: 960
Abstract: When a severe delay hits a project, a construction business’s financial risk tends to skyrocket. Even if the contractor isn’t at fault, the owner may withhold payments while the situation is sorted out. This article explains that the best defense is to strengthen the company’s financial position to the point where it can absorb the risk of a slowed-down job. A sidebar points out the importance of confidentiality when it comes to maintaining a cash reserve.
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Protect your estate with these two essential documents
Spring 2020
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 280
Abstract: Estate planning isn’t just about what happens to one’s assets after death. It’s also about protecting oneself and one’s family during life. This article discusses two estate planning documents that are essential for everyone: a living will and a health care power of attorney.
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Tax calendar
Spring 2020
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 184
Abstract: This calendar notes important tax deadlines for the second quarter of 2020.
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Seniors: Medicare premiums could lower your tax bill
Spring 2020
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 431
Abstract: Americans who are 65 and older qualify for basic Medicare insurance, but they may need to pay additional premiums to get the level of coverage they desire. The premiums can be expensive, especially for married couples who must pay separately for each spouse. As this article explains, however, the premiums might help lower your tax bill.
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Reviewing business meal expenses under today’s tax rules
Spring 2020
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 487
Abstract: Many businesses spend time and money “wining and dining” current or potential customers, vendors and employees. What can they deduct on their tax returns for these expenses? The answer has changed under the Tax Cuts and Jobs Act. This article reviews the rules.
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Executive compensation requires informed decision-making
Spring 2020
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 596
Abstract: Business owners want to compensate themselves and their top executives fairly and competitively for their work, results and commitment. But how can they do so without attracting undue IRS scrutiny and claims of inappropriate compensation? This article explains some important factors to consider for both C corporations and flow-through entities.
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Court clarifies damages for ESOP fiduciary breach
May / June 2020
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 411
Abstract: When an employee stock ownership plan (ESOP) is induced by the owner or other fiduciaries to overpay for the company’s stock, a court can order those fiduciaries to pay damages. This article summarizes how a Virginia trial court quantified damages in a recent fiduciary breach case. Pizzella (formerly Acosta) v. Vinoskey, No. 6:16-cv-00062 (W.D. Va. Aug. 2, 2019)
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Market approach: Is it right for your business?
May / June 2020
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 557
Abstract: The market approach is often used to value private businesses. It derives value from pricing multiples based on comparable businesses or ownership interests that have been sold. This article provides an overview of two methods under this approach — the guideline M&A method and the guideline public company method — and various criteria that valuation experts may use to identify comparables. Estate of Gallo v. Commissioner, T.C. Memo 1985-363
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Filing charges against a fraudster
May / June 2020
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 656
Abstract: After occupational fraud has been discovered, the case might proceed to civil litigation, criminal prosecution, both or neither. This article discusses the options victim-organizations face when fraud strikes and how in-house personnel and external forensic accounting experts can work together to help ensure that law enforcement receives the support it needs to prosecute a white collar criminal.
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Estate and gift tax valuations – 3 valuable lessons from the trenches
May / June 2020
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 840
Abstract: The IRS and taxpayers rarely see eye-to-eye when valuing businesses for estate and gift tax purposes. This article summarizes three recent developments from the U.S. Tax Court, a federal district court and the IRS Office of Chief Counsel that deal with the issue of fair market value in a federal estate and gift tax context. A sidebar explains why the IRS wouldn’t extend an estate’s deadline for claiming a refund under the financial disability exception. Cavallaro v. Commissioner, T.C. Memo. 2019-144 (Tax Ct. Oct. 29, 2019) Carter v. United States, No. 18-cv-01380-HNJ (N.D. Ala. Aug. 9, 2019)
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Prevention is the best medicine – How to reduce your risk of a malpractice lawsuit
Spring 2020
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 436
Abstract: Physicians need to ensure they’re doing everything they can to minimize their risk of being subject to malpractice lawsuits. This article discusses various steps they can take, such as developing trusting, positive relationships with patients over time and putting expectations in writing. It notes that being consistent in procedures is vitally important to help reduce — or prevent — litigation.