Category: Finance

  • “Mastering the Art of Summarization: How to Write an Effective Executive Summary”

    Library Assigment Content
    EXECUTIVE SUMMARY 
    Being able to distill information quickly and accurately is an important study skill. Academic, peer-reviewed articles provide you with an abstract, but an abstract just gives you a general idea whether the article is worth skimming or reading. An executive summary of a business report, however, is a document that—while concise—should pro-vide enough information to allow executives to act on it without necessarily having to read every word of the report. If you are asked to summarize a news article, for example, you need to provide the gist of it to the reader who then ought to be able to clearly understand the original without having to read it. As a rule of thumb, executive summaries tend to be nutshell versions, boiled down to approximately 10 per-cent, of the original. A 100-page report might result in an executive summary of up to ten pages. If the report has five sections, the executive summary needs to address each of these sections, too. Think of the executive summary as a miniature version of the original document, following the structure but leaving out details, examples, and other supporting information. Another benefit of being able to summarize skillfully is that you verify your understanding of the concepts in your reading. If you can’t summarize the original accurately from memory, in your own words, you probably need to reread it to understand it better.
    Instructions
    *Select a substantial news analysis or feature article in a reputable business publication, i.e., The Wall Street Journal, The Economist, Bloomberg Businessweek, Money, Forbes, The Financial Times, or the business sections of big U.S. dailies (e.g., The New York Times, The Washing-ton Post, or U.S. News & World Report).
    *Choose an article of length and substance, at least 2,000 words long. Tip: If you access the article in a research database, a word count will be provided for you.
    *Write an executive summary, retaining the basic structure of the original, choosing precise, specific words for conciseness, while omitting details and examples that only serve as supporting evidence or explanation. Do not distort the meaning or inject your own opinion. Your summary can be up to 200 words long, i.e., two short paragraphs.
    *Provide the source and other citation information for your assignment (Reference Page)
    *Submit your executive summary as a memo. (Review and duplicate the sample from your textbook Chapter 13, Model Document 13.2 page 474). For better viewing review “pdf” attached.
    Note: I have attached the sample executive summary from the textbook. 

  • Title: Chapter 13 and 14 Review Questions and Problems

    Answer Chapter 13 questions 13.1, 13.2, 13.3, and 13.4 and problem 13.1. Answer Chapter 14 questions 14.1 and 14.2 and problem 14.5. Upload your work to the assignment drop box.

  • Title: Financial Analysis of a Publicly-Traded Corporation: [Company Name]

    Analyze the financial position of a publicly-traded corporation.
    Go to EDGAR | Company FilingsLinks to an external site. https://www.sec.gov/edgar/searchedgar/companysearch
    Search for the corporation you are researching, by name or stock symbol.
    Click on the company name.
    On the right side of the screen, click on “10-K (annual reports) and 10-Q (quarterly reports)”
    Click on “View all 10-Ks and 10-Qs”
    Click on each of the last four 10-K annual statements.  Within each one, you will find the financial statements for that year.  Sometimes the companies have consolidated statements that incorporate the results of their subsidiaries, which is fine if you are analyzing the parent company and want to include all of that information in your analysis.
    Title slide and MLA or APA format – Apply basic academic formatting to the title page, in-text citations, and references.
    Part 1 – Research and describe the company’s primary business activities. In addition, provide information regarding the company’s history, position within their industry, competition, recent developments, and future direction.
    Part 2 – Summarize at least two significant news items from recent articles or reports about company. Use the library’s academic databases to search for news about the company.  Cite quoted and paraphrased material appropriately.
    Part 3 – Analyze the company’s last four annual income statements.  Identify trends, concerns, and opportunities.
    Part 4 – Analyze the company’s last four annual cash flow statements.  Identify trends, concerns, and opportunities.
    Part 5 – Analyze the company’s last four annual balance sheets.  Identify trends, concerns, and opportunities.
    Part 6 – Analyze the company’s last four statements of stockholders’ equity.  Identify trends, concerns, and opportunities.
    Part 7 – Identify the following ratios for the company: current, quick, gross profit margin, price/earnings, debt-to-equity, return on assets, and return on equity.  What does each ratio tell you about this firm’s current financial position?
    Part 8 – Explain why you would or would not recommend an investment in this company.  Justify your recommendations based on the financial analysis and research you conducted regarding this firm. 
    References slide with three or more sources – Incorporate research to strengthen your analysis.

  • “Comprehensive Cheat Sheet for Multiple Choice Questions on Final Exam”

    based on 4 powerpoint slides, I need a very detalied exam cheet sheet notes. I will upload the practice final exam. Please look up the multiple choice questions carefully, all the questions includes very detailed questions. please write me a two page cheat sheets based on 4 powerpoiint slides. I only need a cheat sheet for the multiple choice questions so please make them very detailed 

  • Title: The Debate on Estate Taxes: Examining the Controversy and Proposing Solutions

    Estate taxes, aka death taxes, are controversial. What are your thoughts on this practice? Do you support this tax? If so, why? If not, explain why?
    Regardless of your position, propose steps to improve the status quo. 

  • “Maximizing Gifting Techniques to Enhance Business Efficiency: A Case Study of Tiffanee’s Yoga Studio”

    The purpose of this assignment is to identify appropriate gifting techniques or vehicles to achieve the client’s goals and objectives.
    Bobby (yes, the same Bobby from last week!) is now a widower. Carla’s yoga business went half to him and the other half was evenly split between their three children. Bobby has no interest in running a yoga studio and most of the children feel the same way.
    Tiffanee, his youngest, was also a teacher at the yoga studio and wants to make some changes, however. She wants to add a hot yoga room and an outdoor garden area for moonlight yoga sessions. Tiffanee is getting frustrated in the process because she must get all other owners to agree to any changes in the business.
    What are some of the options that Tiffanee might use to make running the business more efficient? Try to keep the focus on options we have covered, but feel free to share any additional suggestions you might have based on your own experiences. Have fun with this.
    evaluated based on the connections you make between Tiffanee’s situation and the options she has in terms of gifting assets.
    helpful videos- https://www.youtube.com/watch?v=zLTMjXQf-nk

  • Title: The Revenue Disparities among National Collegiate Athletics Association Women Athletes: A Financial Analysis Research Question: What are the revenue disparities among women athletes in the National Collegiate Athletics Association (NCAA) and how do they compare to

    Task for the writer: Draft a research question, paper outline and an overview of the topic based on the guidelines below. The topic must be financially-related. Assist with finding at least 7-10 peer reviewed scholarly sources/journals that will relate to the paper topic listed below.  (do not submit dissertations)
    The paper should be based on the revenue disparities among the National Collegiate Athletics Association among women athletes and should be financially-related. The research question for this paper should be answered within 9 pages so please ensure the scope of the paper aligns with the page limit. 
    The method that will be used to reveal these disparities is public reports of the NCAA’ annual revenue distribution plan from the 2023 and 2024 year. 
    The paper outline should include an introduction,  background section, methodology (explanation of the data sources used for review, NCAA financial reports from 2023 and 2024, description of criteria for selecting relevant reports and data points, discussion of any limitations associated with the data analysis)in addition to An analysis and a conclusion. 

  • “Exploring Behavioral Finance: Understanding the Impact of Psychology on Financial Decision Making”

    Ive attached the instructions as well as a power point explaining what to do. Ive also attached my powerpoint that i created describing behavioral finance., which is the topic id like picked. Googles sites needs to be used in order to make this https://sites.google.com/new.

  • “Necessary Planning Documents for a Small Business Owner: A Case Study” Estate Planning Documents for a Small Business Owner: A Case Study Bobby, the owner of a small construction business, has found himself in a difficult situation. While working

    The purpose of this assignment is to be able to analyze a scenario and to describe the necessary planning documents, and explain why they are necessary.  
    Bobby owns and operates a small construction business. During the first week of a major job where his company is a subcontractor, he sustained an injury that required a trip to the hospital with his second-in-command and best friend.
    Right now, Bobby is on an operating table, cut open, and the doctor discovered an additional issue that could be easily resolved while Bobby is open. However, Bobby only consented to the surgery for the specific injury he sustained on the job site.
    Instructions
    Based on the scenario above, list and describe each of estate planning documents should Bobby have in place? Then, explain in depth why Bobby should have each of these documents in place.
    Grading
    You will be evaluated based on the connections you make between the documents you suggest and how well you support and explain why each of the documents Bobby should have

  • “Estate Planning Considerations for the Sudden Death of a Small Business Owner”

    The purpose of this assignment is to analyze a situation involving a small business, examine what has been done, and describe what needs to be done.
    Bobby (yes, the same Bobby from last week!) and his wife Carla had a great day. Their grandson turned 5 and they were able to go to his birthday party, as were most of the family. It was a wonderful birthday party with happiness all around. On the drive to their second vacation home, Bobby told Carla how much he loved her and loved the family they had raised in a heartfelt extemporaneous speech that would have put Shakespeare to shame. Carla said ‘ditto’ because that was an old inside joke from when they first started dating.
    Suddenly a drunk driver ran a red light and smashed into the car! Carla died (there’s going to be death in this course) in Bobby’s arms before the ambulance arrived. Bobby sustained only minor injuries. Carla owned an investment account, retirement account, and recently created a life insurance policy. She was (dead people don’t own anything) also the owner of a yoga studio where she taught most of the classes herself. Carla’s will has a few contradictions to her beneficiary designations.
    Instructions:
    Beyond the beneficiary designation contradictions, what are some of the estate planning issues that will/might be faced in settling Carla’s estate?
    This would be  evaluated based on the connections you make between Carla’s estate and some of the estate planning issues will/might be faced.