2022
Showing 289–304 of 467 results
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Spotlight on discounted cash flow
May / June 2022
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 826
Abstract: As businesses pivot to market changes during the COVID-19 pandemic, valuation experts are increasingly likely to rely on the discounted cash flow method to value businesses. This article explains how this method works and when it may be appropriate. In re Kinser Group LLC, No. 2:20-bk-09355-DPC (Bankr. D. Ariz., Dec. 18, 2020).
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How to factor cybersecurity concerns into a business valuation
May / June 2022
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 595
Abstract: It’s critical for business valuation professionals to assess cyber risks when valuing a business. This article highlights the far-reaching effects of cyberattacks, frameworks that experts use to evaluate cyber risks and ways these risks may be factored into an expert’s conclusion.
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Estate Planning Red Flag – You own one or more guns
May / June 2022
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 311
Abstract: When it comes to estate planning, not all assets are created equal. For those who own one or more guns, careful planning is required to avoid running afoul of complex federal and state laws. Without proper planning, there’s a risk that the government will confiscate the guns or that an estate’s executor, trustees or beneficiaries will inadvertently commit a felony. This brief article explores the complications of incorporating one’s gun collection in his or her estate plan.
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Avoiding challenges to your estate plan
May / June 2022
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 578
Abstract: A primary goal of estate planning is to ensure that a person’s wishes are carried out after he or she is gone. So, it’s important to design one’s estate plan to withstand potential will contests or other challenges down the road. The most common grounds for contesting a will are undue influence or lack of testamentary capacity. Other grounds include fraud and invalid execution. This article details strategies to use to reduce the chances of one’s will being challenged after death.
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Health care directive – An important part of any estate plan, but the terminology can get complex
May / June 2022
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 708
Abstract: A health care directive is a critical piece of one’s overall estate plan. Why? It allows a person to communicate their preferences in advance for medical care in the event of incapacitation and the loss of the ability to communicate health care wishes. However, depending on one’s jurisdiction, a directive can go by several different names, including living wills, advance medical directives and directives to physicians. This article defines various terms associated with a health care directive.
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You’ve received an inheritance: Now what?
May / June 2022
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 876
Abstract: For those who’ve received, or will soon receive, a significant inheritance, it may be tempting to view it as “found money” that can be spent freely. But unless one’s current financial plan ensures that he or she will comfortably reach all their goals, it’s a good idea to have a plan for managing the newfound wealth. This article answers several questions that should be considered after receiving an inheritance. A brief sidebar explains how to handle an inherited retirement plan.
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Bank Wire – OCC discusses banking risks
Spring 2022
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 421
Abstract: In this summary of recent developments in community banking, we highlight the main points of the Office of the Comptroller of the Currency’s latest installment of its Semiannual Risk Perspective, explain that the IRS has finalized its guidance on the tax consequences of the LIBOR transition and discuss the most recent ransomware advisory from the Financial Crimes Enforcement Network.
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Get ready for a new cyberincident reporting rule
Spring 2022
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 599
Abstract: Soon banks will be required to report significant cyberincidents within 36 hours, under a new rule issued by the Federal Reserve, Federal Deposit Insurance Corporation (FDIC) and Office of the Comptroller of the Currency (OCC). This article explains details of the rule and answers some frequently asked questions about it.
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How to expand options and improve your bank’s bottom line
Spring 2022
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 646
Abstract: Community banks continue to deal with economic uncertainty as a result of the COVID-19 pandemic and its impact on businesses and organizations. They’re also faced with an increasingly rapid pace of technological change affecting many aspects of banking. This article suggests that banks may want to consider adding some new business lines that can increase their fee income and help stabilize profits.
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Working with vendors and partners – Are you managing third-party risk?
Spring 2022
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 915
Abstract: Banks increasingly are turning to outside vendors and partners to enhance their products and services, gain access to innovative technologies, benefit from expert advice, increase efficiency and reduce costs. This article notes that it’s important to have processes in place for managing the risks associated with these third-party relationships, and explains that federal banking regulators have high expectations for banks when it comes to third-party risk management. A sidebar summarizes recent Fintech due diligence guidance for community banks.
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Tips for hiring the best staff for your practice
Spring 2022
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 422
Abstract: Since the COVID-19 pandemic hit our economy, labor issues have become paramount for many businesses, including medical practices. Many are struggling to find good staff but not receiving enough good applications. This article explains that physician practices might need to reconsider their search requirements — not to lower their expectations, but to rethink exactly what they’re looking for to ensure the staff they hire are a good fit.
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How to choose the right scheduling approach
Spring 2022
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 674
Abstract: Among the top patient complaints is waiting too long to see a doctor. And with good reason — many practices simply don’t implement good scheduling methods. This article highlights three broad types of scheduling schemes: the traditional, or standardized, method; the wave, or steady stream, approach; and the modified wave approach. The article notes that practices need to weigh specific factors, such as the type of practice it is and whether most care provided is routine or specialized, when deciding which type of scheduling would work best.
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Starting a new practice? Be sure to write a business plan
Spring 2022
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 662
Abstract: Many beginning medical practices have been faced with both financial and practical challenges over the past two years because of the many effects of the COVID-19 pandemic. They can’t casually assume that, if they treat patients and pay the bills on time, their new practices will be fine. They need to plan their operations strategically — and creating a business plan can help provide them with a blueprint for success.
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Getting a good reception – 5 signs your front desk has a problem
Spring 2022
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 798
Abstract: A medical practice’s front desk is the first face-to-face interaction patients have with staff, and first impressions matter. It’s important for physicians to be aware of any potential problems in the reception area and address them. The article points out that front desk issues can negatively affect a medical practice, possibly reducing patient retention — and the practice’s bottom line. A sidebar offers some pertinent questions to ask on patient surveys.
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Estate Planning Pitfall – You’ve overlooked digital assets in your estate plan
April / May 2022
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 274
Abstract: Traditionally, an estate plan addresses one’s tangible assets, such as cash and securities, investment real estate, vehicles, and a house. But this is 2022. Increasingly, people are living in a digital world, where prized possessions include online bank accounts, social media accounts and other significant items protected “in the cloud.” This brief article explains why it’s important to address digital assets in an estate plan.
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Decisions, decisions – Many factors go into deciding when to transfer wealth
April / May 2022
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 661
Abstract: A critical estate planning decision is whether to transfer wealth during one’s life or keep assets in his or her estate and transfer the wealth to loved ones after death. This decision is further complicated by the fact that the inflation-adjusted gift and estate tax exemption amount currently is scheduled to be halved after 2025. This article examines various factors to consider when deciding to transfer wealth.