Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.

ONE HOUR LAW SCHOOL 1.0 - TELL ME WHAT I NEED TO KNOW


Business Tax Law-101

You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

The federal tax code is more than 2,500 pages long, and it doesn’t even cover state and local taxes that a business must deal with.  Suffice it to say, this webinar will not make you an expert tax attorney.  It is, rather, designed to provide you with a tour of the landscape.  Topics include: the basic differences, from a tax perspective, between S-corps, C-corps, and limited liability companies (LLCs); basic tax issues when buying/selling a business; the basics of sales and use taxes; the basics of employment taxes; “estimated taxes” (which is an issue for the sole proprietor, partner, S corporation shareholder, and/or a self-employed individual); tax incentives; and the basic tax issues involved in closing a business.


Environmental Law In an Hour

You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

Environmental law is a specialized and technical area that you do not need to worry about unless you are an environmental law attorney, right?  Not so fast.   If you or a client is buying a business or entering into a new lease, you need to be at least aware of the basics, and these are just two examples.  And things you may not think of as “pollution” may very well be treated as such (think noise pollution, for example).   The fact of the matter is that environmental laws exist at both the federal and state level and they pervade many aspects of business.  This webinar is designed to help you understand and spot potential environmental law issues.


Labor & Employment Law in an Hour

You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

Any business, large or small, needs to have at least a fundamental understanding of labor and employment law.  What must an employer do upon making a hire to make sure the worker is a U.S. citizen?  When is a worker an independent contractor and when is she an employee?  How does an employer make sure it is making proper withholdings? What does an employer do when it receives notice of a wage garnishment?  What should an employer do if an employee tries to start a union?  What is the best way to avoid a wrongful termination suit?  What does an employer need to know about workers’ compensation insurance?  What are some of the most common mistakes new employers make?  Should an employer use a written employment agreement with its employees?  These are some of the questions this webinar explores.


Intellectual Property in an Hour

You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

Intellectual property (“IP”) rights are at the center of 21st Century business.  Copyrights protect the books we read and the movies we watch.  Patent protection is what enables drug companies to spend billions of dollars every year in search of cures to our worst diseases.  And without trademarks, we might not have the iconic brands we have come to enjoy and trust across a spectrum of industries.  But what is a trademark?  You cannot touch it, taste it, or smell it.  And what is a copyright, a trade secret, and a patent?  When does a business need one?  How can a business avoid violating the intellectual property rights of a third party?   And how do traditional IP rights related to things like internet domain names?  This webinar is designed to teach the basics of intellectual property.


Estate Planning & Asset Protection in an Hour

You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

Whether addressing your personal needs or those of a client, estate planning is a fundamental part of making certain that one’s financial life is in order.  People need to make sure that, when they die, the wealth they have spent a lifetime accumulating will be passed onto the heirs they want it to go.  And, they need to understand that there are ways to protect assets earmarked for heirs from the claims of potential future creditors.  Basic concepts like the “death tax” need to be understood.  But estate planning goes beyond financial considerations.  It can (and should) include making sure that your children will be raised by the people you want them to be raised by.  And it can include making sure your wishes regarding urgent health decisions are followed in the event you become unable to make them yourself.  This webinar touches on all these things.