2022
Showing 65–80 of 467 results
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Why policy language is critical in business interruption claims
November / December 2022
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 817
Abstract: When a business seeks to recover damages under a business interruption policy, the language of the policy is critical. This article summarizes a case where the policyholder’s failure to understand key terms caused the court to side with the insurance company. A sidebar highlights ways that financial experts can help businesses file business interruption claims. TransWorld Food Service, LLC v. Nationwide Mutual Insurance Company, No. 1:19-cv-03772-SDG, U.S. District Court, N.D. Ga., March 28, 2022.
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Sullivan v. Loden – Estate planning attorney sued for undervaluing family business
November / December 2022
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 454
Abstract: A recent federal district court case illustrates what can happen when business valuations are prepared by attorneys rather than qualified valuation professionals. This article explains what happened when a disgruntled heir sued her deceased mother’s attorney for malpractice, alleging that previous gifts of stock had been undervalued. Sullivan v. Loden, No. 21-cv-123-DKW-RT, U.S. District Court, D. Hawaii, May 4, 2022.
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Focus on fraud in M&A transactions
November / December 2022
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 555
Abstract: Due diligence is a critical part of the merger and acquisition process — and one key area of concern is fraud risk. Financial statement manipulation can sometimes make the target appear more valuable than it really is. Likewise, weak fraud policies, internal controls and cybersecurity practices can be ticking time bombs for an unwary buyer. This article explains how a forensic accountant can help evaluate a target’s fraud risk and look for signs of earnings manipulation and other accounting irregularities.
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Human capital: What’s it worth?
November / December 2022
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 652
Abstract: In today’s tight labor market, human capital is critical to the success of a business. Although it’s not usually reported on the balance sheet, human capital can be a valuable asset. This article describes when human capital might need to be valued, different types of human-capital-related assets, and how these assets are valued based on reproduction and replacement costs.
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Why policy language is critical in business interruption claims
November / December 2022
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 817
Abstract: When a business seeks to recover damages under a business interruption policy, the language of the policy is critical. This article summarizes a case where the policyholder’s failure to understand key terms caused the court to side with the insurance company. A sidebar highlights ways that financial experts can help businesses file business interruption claims. TransWorld Food Service, LLC v. Nationwide Mutual Insurance Company, No. 1:19-cv-03772-SDG, U.S. District Court, N.D. Ga., March 28, 2022.
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Bank Wire – New ACH rules issued for “micro-entries”
Fall 2022
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 432
Abstract: In this brief summary of current issues in banking, we explain new ACH rule changes regarding micro-entries; discuss a proposal to modernize the Community Investment Act; and note that the Consumer Financial Protection Bureau has warned that the use of “black box” models doesn’t allow lenders to avoid their obligations under the Equal Credit Opportunity Act (ECOA).
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Is blockchain the future of banking?
Fall 2022
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 545
Abstract: Blockchain, the technology behind Bitcoin and other cryptocurrencies, has been in the news a great deal in recent months. The uses of blockchain go well beyond cryptocurrency. This article points out that its potential benefits for banks have led many to believe that blockchain is poised to transform the industry. It explains how blockchain works and how it can be useful for a variety of banking functions.
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Stay on top of liquidity risk
Fall 2022
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 625
Abstract: In an uncertain economy, with rampant inflation and other significant economic headwinds, it’s a good idea for community banks to ensure their loans are based on sound funding sources and that the degree of liquidity risk they’re carrying is reasonable and manageable for the foreseeable future. This article explains that banks need to have adequate procedures in place to mitigate risk and stay solvent through tough times.
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Managing transition risk – 8 tips for a successful succession plan
Fall 2022
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 844
Abstract: It’s critical for banks to develop a solid succession plan to manage transition risk. When key management personnel retire or leave unexpectedly, a succession plan helps ensure that the bank is prepared for the change and proactively addresses the vacancy. This article explains that a succession plan must be tailored to a bank’s size, complexity, location, culture, risk profile, product and service mix, management “bench strength,” and other characteristics. A sidebar discusses regulatory expectations regarding succession planning.
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6 ways to refine your bedside manner
Fall 2022
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 464
Abstract: In the current health care environment, physicians are encouraged to see more patients in less time. At the same time, because of a retail-like mindset that transforms patients into customers, there can be even more competition with other physicians. Doing it all requires doctors to improve their interactions with patients — which, of course, also helps with patient compliance and retention. This article offers six tips to help physicians improve their bedside manner.
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How to alleviate staffing shortages and find good employees
Fall 2022
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 632
Abstract: The COVID-19 pandemic created changes in the workforce — and in work habits in general — that might never revert to previous conditions. However, people will always need to work, and many will be interested in good jobs in the health care field. This article offers four steps medical practices can take to help alleviate staff shortages and ensure their practices become “destination employers” that draw the strongest job candidates.
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Reviewing your revenue cycle and adjusting as necessary
Fall 2022
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 693
Abstract: All the good patient care in the world will mean nothing to a medical practice if its revenue cycle collapses and it has to close down. Indeed, over time, a malfunctioning revenue cycle can drag a practice to a halt. This article points out that it’s important to periodically evaluate the revenue cycle and make any adjustments necessary to keep it operating well.
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Virtual visits: Making telehealth work for your practice
Fall 2022
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 725
Abstract: Telehealth visits probably peaked during the first couple years of the COVID-19 pandemic. However, some level of telemedicine appears to be here to stay, depending on the type of medical practice. Clearly, many medical professionals will need to continue using virtual to some degree. This article suggests that it’s important to develop successful strategies to ensure these visits are as smooth and efficient as possible. A sidebar explains how to prepare patients for telehealth visits.
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Estate Planning Pitfall – You sell real estate for $1
October / November 2022
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 276
Abstract: If a family member offers to sell a piece of property to another member of the family for $1, it may not end up being the great deal it initially seems. This brief article uses an example to explain the potential tax consequences that can result from selling property for $1.
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Is a split annuity strategy right for you?
October / November 2022
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 665
Abstract: The average length of retirement is 18 years, according to the U.S. Census Bureau. And with today’s medical technology, it could last significantly longer. Thus, a major challenge is balancing the need to maintain one’s standard of living while preserving as much wealth as possible for the family to enjoy after death. This article details how a split annuity may be one strategy to consider. It creates a current income stream while preserving wealth for the future.
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Qualified charitable distributions – Use QCDs to transfer IRA funds to charity
October / November 2022
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 688
Abstract: An individual after retiring, or if retiring soon, may be more inclined to make donations to charity. However, he or she may receive little or no tax benefit from the contribution, depending on whether the person itemizes deductions. This article explains how transferring qualified charitable distributions directly from an IRA to a qualified charitable organization can help achieve charitable goals.