Similar Articles |
|
Investment Advisor May 2008 Susan L. Hirshman |
Changes in Charitable Compliance Revised not-for-profit tax reporting offers opportunities for advisors. |
AFP eWire August 16, 2004 |
IRS to Investigate Charity Salaries, Benefits The Internal Revenue Service (IRS) has announced a new project to crack down on excessive compensation and benefits in the charitable sector. |
Investment Advisor April 2007 Kara P. Stapleton |
Perqs Lead to Penalties About 600 charities and foundations have had to file amended tax forms due to an IRS study that found flaws in the way the organizations reported payments to executives and other employees. |
AFP eWire May 31, 2004 |
IRS to Examine Nonprofit Executive Pay The director of exempt organizations for the Internal Revenue Service (IRS) has said that the agency plans to take a close look at how much top executives at nonprofit organizations are being paid. |
AFP eWire September 10, 2007 |
IRS Releases Draft Redesigned Form 990 Here is one of the biggest tax changes in charity regulation over the past several decades. |
Real Estate Portfolio Jul/Aug 2006 Portal & Hilzenrath |
New SEC Proposed Guidelines to Give Investors a Clear View at Executive Compensation REITs should conduct a thorough review of current compensation policies and practices and evaluate them in light of the new disclosure proposals. For some REITs, a complete overhaul of the compensation program may be necessary. |
AFP eWire July 26, 2004 |
AFP to Congress: Prohibit Percentage-Based Compensation One of the most important steps Congress can take in increasing public confidence in charities is to outlaw percentage-based compensation, AFP President and CEO Paulette V. Maehara, told U.S. Senate Finance Chairman Charles Grassley and key committee staff members at a roundtable on charity regulation. |
The Motley Fool February 4, 2005 Roy Lewis |
Understanding Your W-2 Form The author offers explanations to make your tax-filing experience a little easier. |
AFP eWire June 18, 2007 |
IRS Releases New Draft Form 990 With More Focus on Fundraising The IRS has given charities until Sept 14 to submit comments about the redesigned Form 990, which would be used for the 2008 taxable year with charities filing the form in 2009. |
Commercial Investment Real Estate May/Jun 2006 Ramey & Hoelschen |
Exchange With Caution Understand the possible 1031 tax repercussions of IRC Section 470, created to address possible abuses of sale-leaseback transactions involving tax-exempt entities, known as sale-in, lease-out, or SILO transactions. |
Financial Planning August 1, 2011 Bogan & Doss |
Compensation Challenge Designing a compensation strategy that supports a firm's philosophical framework while also acknowledging its financial resources and goals helps ensure an effective plan that promotes the growth of people and profits. |
Bank Director 4th Quarter 2010 Kimberly Crowe |
2010 Director Compensation Review The results of the latest compensation survey offer an in-depth review of industry pay practices and reveal how the latest issues and trends in compensation are affecting banks and directors nationwide. |
Registered Rep. March 2, 2011 Kristen French |
New Incentive-Based Comp Rules Murky For Financial Advisors It is not clear what this all means for financial advisors and brokers, some of whom get incentive pay in the form of recruiting bonuses that reward them for increasing assets and/or production. |
Financial Advisor November 2005 Richard Huttner |
Section 409A Can Really Hurt Some Clients Are your financial advisory clients at risk from tax penalties on deferred comp plans? |
Investment Advisor April 2006 Tere D'Amato |
The Tax Advisor: Solving the 419 Plan Puzzle The 419 welfare benefit plan is a tax planning technique currently experiencing an evolution. Knowing its history and what is different today will help you make better recommendations to your clients. |
AFP eWire September 15, 2008 |
IRS Issues Revised Instructions on New Form 990 The IRS has released revised instructions and supplementary materials for completing the redesigned IRS Form 990. A key change was the elimination of references and disclosures related to fundraising percentages and ratios. |
Financial Advisor October 2004 Michael E. Kitces |
New IRS Guidance On Car Donations When IRS Publication 4303 is followed correctly, you (or the client you advise) can be confident in your tax deduction---and mistakes will virtually ensure that an IRS audit will be an even more unpleasant experience than it already is. |
Real Estate Portfolio Jul/Aug 2003 James B. Wright |
Governing REIT Compensation As recent well-publicized REIT proxy/management battles have demonstrated, REIT governance issues are no longer under the radar. In time, shareholder concerns (and any REIT vulnerabilities) relative to independent compensation decisions will also receive scrutiny. |
BusinessWeek November 18, 2010 Hechinger & Lauerman |
Pay Gap: Where For-Profits Beat the Ivy League Executive compensation at for-profit colleges far outpaces that at traditional schools. |
Financial Advisor December 2008 Janet Aschkenasy |
Who Discloses What? New regulations clarify the duties of qualified retirement plan fiduciaries and advisors. |
Financial Planning September 1, 2008 Blaine Aikin |
New Disclosure Regimen Planners are facing considerable competition from brokers in the arena of retirement plans, and the reality that brokers typically don't work as fiduciaries is a thorn in planners' sides. |
National Defense January 2010 Moorhouse & Connolly |
Navigating Murky Executive Compensation Rules Executive compensation scrutiny is not new in the defense industry. |
HBS Working Knowledge August 1, 2005 Jim Heskett |
Is There an "Efficient Market" in CEO Compensation? There is evidence of little or no relationship between the size of CEO compensation awards and corporate performance. Why? |
AFP eWire May 1, 2006 |
Nonprofit Sector Panel Proposes Solicitation, Compensation Recommendations to Congress The panel, which was created to provide Congress with guidance in developing oversight of America's charities, has released a supplement to its final report that contains additional recommendations related to charitable solicitations, compensation and other issues. |
HBS Working Knowledge August 16, 2004 Manda Salls |
Achieving Balance in Nonprofit Governance Nonprofits are facing increasingly complex regulatory and boardroom challenges, says Harvard University's Marion R. Fremont-Smith. Can organizations respond while maintaining their missions? |
Bank Director 1st Quarter 2011 Mika Moser |
Embracing a Broader Mandate in Bank Compensation Four new regulatory factors that have changed the responsibilities of compensation committees -- making their role one of the most challenging on bank boards. |
Financial Advisor April 2007 Rebecca Pomering |
The Eat-What-You-Kill Model For advisory firms, the eat-what-you-kill, production-based compensation model inevitably promotes personal development of business and thus implicitly undermines teamwork, integration and sharing of clients, ideas and knowledge. |
HBS Working Knowledge December 6, 2004 Mallory Stark |
Executive Comp: Pay Without Performance Out-of-control executive compensation schemes are "widespread, persistent, and systemic," and new reforms won't clean up the mess, argue two law professors in this Q&A and book excerpt. |
Financial Planning October 1, 2010 Jones & Luscombe |
The Tax Forecast Washington watchers share their sense of what's ahead for your client's taxes - and your clients and your own. |
Managed Care April 2004 |
Pharmacy Directors See Healthy Increase in Pay in 2003 Salaries of pharmacy directors in 2003 were up substantially from 2002. |
AFP eWire August 28, 2006 |
New Form 990 Might Include Fundraising Cost Reporting An IRS advisory committee has recommended seven guidelines for restructuring and revising the Form 990, including potential changes to fundraising cost reporting. |
CAUSE/EFFECT Vol 22 Num 4 1999 Michael Eleey and Lynn Oppenheim |
Retaining IT Staff through Effective Institutional Planning and Management With today's shortage of information technology professionals in the workforce, it is imperative that colleges and universities limit IT staff turnover. One of the keys to retention is job satisfaction within a well-managed organization... |
CFO October 1, 2006 Don Durfee |
Pay Dirt As the SEC shines a light on executive compensation, will companies clean up their acts or find new ways to hide excess? |
The Motley Fool September 28, 2006 Dan Caplinger |
How to Form a Non-Profit Organization Take care of the legal technicalities involved in setting up your own charity. |
BusinessWeek December 22, 2003 Louis Lavelle |
Exec Pay: "Everybody Should Be A Little Nervous" The IRS is going after the last bastion of accounting creativity -- executive pay. |
Financial Advisor September 2009 David Lawrence |
Costly Mistakes As financial advisors create their own team practices or go independent and set up independent RIA firms, one of the biggest challenges they face is designing a compensation plan for themselves and those who work with them and for them. |
BusinessWeek November 27, 2006 Epstein & Javers |
How Bill Clinton Helped Boost CEO Pay A law Bill Clinton championed to curb compensation has backfired - and pay packages have exploded. |
AFP eWire April 25, 2005 |
House Ways and Means Committee Holds Hearing on the Tax-Exempt Sector The hearing examined the legal history of the tax-exempt sector, its size, scope and impact on the economy, the need for congressional oversight, IRS oversight of the sector and what the IRS is doing to improve compliance with the law. |
Foundation News & Commentary Mar/Apr 2005 Richard F. Larkin |
Time for a Financial Checkup This checklist can help foundations spot problems with internal financial controls. |
U.S. Banker February 2010 Steven Sloan |
Community Banks Sound Off on Pay Plan The Fed wants more control over executive pay, but many are arguing that smaller institutions should be exempt from the proposed rules. |
Financial Planning June 1, 2005 Julian Block |
Don't Be Withholding Clients who are late remitting payroll taxes to the IRS can find themselves personally liable. |
IndustryWeek August 1, 2005 Jill Jusko |
Beefed Up Boards More diligent and accountable, today's directors are scrutinizing executive compensation like never before -- and changing the dynamic of the board-management relationship. |
CFO January 1, 2006 Kris Frieswick |
Crackdown The IRS is taking a tough line on corporate tax cheats. According to commissioner Mark Everson, combating abusive tax shelters will remain a top priority for the IRS in 2006. In view of this, some companies are girding for battle. |
The Motley Fool February 8, 2007 Dan Caplinger |
Make the Most of Stock Options: The Basics Stock options can give employees of successful companies a huge incentive to work hard toward building shareholder value. Options can be a valuable part of compensation, but you have to manage them well. |
IndustryWeek March 1, 2004 Traci Purdum |
Rethinking Compensation Heightened scrutiny and changing demographics will alter the makeup of wages-and-benefits packages for executives and laborers. Is your company ready? |
HBS Working Knowledge September 13, 2006 Jay W. Lorsch |
Rising CEO Pay: What Directors Should Do Compensation committees are under pressure to keep CEO pay high, even as shareholders and the media agitate for moderation. The solution? Boards of directors need better competitive information and an ear to what shareholders are saying. |
Inc. November 2004 Alison Stein Wellner |
Are You Paying Yourself Enough? You're getting by on a paltry salary because that's what's best for your company. Or is it? An owner's low pay can send the wrong message -- to investors and employees. Here's how to pick the magic number. Plus: What other CEOs take home. |
HBS Working Knowledge September 21, 2009 Roger Thompson |
Excessive Executive Pay: What's the Solution? In the search for culprits in the global financial meltdown, bloated executive pay and the excessive risk-taking behavior it fueled stand out as prime suspects. |
On Wall Street November 1, 2010 Patrick Temple-West |
Playing The Pay Game Four former FINRA officials, who left the agency in 2008, each received between $2.74 million and $4.43 million in reportable compensation and benefits that year, according to the latest form that the nonprofit self-regulator filed with the IRS. |
Investment Advisor May 2007 Les Witmer |
For Tax Exempts, Big Tax Changes As filing season winds down this month, tax practitioners (and financial advisors who work with practitioners on behalf of their clients) can breathe easier, but only for a moment. The Pension Protection Act prompts new IRS filing requirements. |