12.27.18

More Lease Accounting Rules: Changes to Accounting for Leases

As you probably know, there are some significant changes to not-for-profit financial reporting that will affect your calendar 2018 and fiscal 2019 financial statements. Depending on the type of revenue streams that you have, the rules regarding how you recognize revenue may also affect your financial statements.

12.21.18

Dollar Cost Averaging has an Unexpected Price Attached
Adam M. Levine

Many investors use dollar cost averaging (DCA) to reduce their average cost per share and lower the risk that they’ll make a substantial investment just before the market plummets. Although DCA offers some peace of mind, it also comes at a price.

12.20.18

Is it a Gain or a Loss?

The U.S. Tax Court regularly hears cases regarding the proper tax treatment of property sales. Recently, though, the court addressed a real estate-related situation in Simonsen v. Commissioner that it described as a “conundrum only tax lawyers could love.”

12.12.18

Get the Most Bang From Your Social Media
Jacqueline N. Janczewski

Trolls, hackers and public relations nightmares—the risks of social media are highlighted frequently. Nonetheless, platforms like Twitter, Facebook, Instagram and LinkedIn have become the 21st century equivalent of the Yellow Pages.

12.11.18

Mastering Your Patient’s Appointment Scheduling
Kevin Omahen

Good patient scheduling is both an art and a science. The goal is to determine the right amount of time to devote to each patient while limiting wait time. Obviously, efficiency is a goal, but not at the expense of caring for patients

12.06.18

The Importance of Target Date Fund Oversight

Target date funds as a 401(k) Plan investment option have grown in popularity in recent years. Target date funds are mutual funds composed of a group of other mutual funds. These funds are often designed to initially invest fairly aggressively, and then gradually reallocate to become more conservative as it gets closer to that assumed retirement year— the target date. 

12.03.18

Holiday Fundraising Tip and Treats
Harry Fox

For not-for-profits, this holiday season brings the opportunity to raise a few extra dollars amid all the revelry.  However, fundraising is not as simple as just holding out a hand and expecting to receive a holiday bounty. Here a few things for not-for-profits to think about during this time of the year.

11.29.18

Investing 101: Tips for What to Look for Before Buying

In any real estate portfolio, the goal is to be profitable. While the commercial real estate market has improved significantly since the lows seen during the Great Recession, investing still involves understanding the market. Let’s take a look at steps you can take to help bolster your investment portfolio.

11.28.18

Entity Choice: Is It Time for a Switch?

The Tax Cuts and Jobs Act lowers the federal income tax rate for C corporations to a flat 21%. This fundamental change has caused some manufacturers to ask whether it still makes sense to continue to operate as a pass-through entity.

11.27.18

Is Your Law Firm’s Website a Dinosaur or a Dynamo?
Joy A. Long

Is your law firm’s website adding value to your marketing and business development efforts?  This blog will focus on the metrics that firms can use to measure whether your website is providing you with the value and visibility your firm needs, or whether it may be time to reinvest in a new website.