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This Lawsuit Goes to 11: Fraud and the Economic Loss RuleBy Adam Hirsch • 09/21/2018
The “This is Spinal Tap” Lawsuit If you’ve never seen This is Spinal Tap, close your browser immediately and watch. The 1984 “mockumentary” about a fictitious British rock band touring America belongs on the Mount Rushmore of movie comedies. It birthed[...]
The Advantages of a Buy-Sell Agreement for Business TransitionsBy Jeff Motske CFP® • 09/18/2018
How Do I Love Thee Advantages of a Buy-Sell Agreement? Let Me Count the Ways... Businesses with more than one owner face unique challenges in planning for the future. A buy-sell agreement is an arrangement between business partners to govern[...]
Understanding “Reasonable Cybersecurity Measures” to Safeguard DataBy Adam Brouillet • 09/14/2018
Reasonable Cybersecurity Measures for Protection After collecting personal information, businesses must take “reasonable measures” to safeguard it. Some states, such as Florida and Alabama, have this standard (or a similar one) in their cybersecurity statutes. On the federal level, the[...]
Your Wealth Is Entropic: Use It (Or Not), You Will Lose ItBy John Rompon • 09/13/2018
Like Life Itself, Your Wealth is Entropic The hard truth about life is that the moment we are born a process begins that leads to our death. While some days are better than others, our cells and our bodies are[...]
The NYC Bar Versus the Litigation Funding IndustryBy Jeremy Waitzman • 09/12/2018
Let's Talk Litigation Funding A July 30, 2018, legal ethics opinion from the New York City Bar Association (“NYCBA”) raises concerns about a common structure used for funding of litigation. In particular, the NYCBA Professional Ethics Committee concludes: “Under Rule[...]
Business Valuation Tax Act of 2017: Comparability and CalculationBy Adam Ortega • 09/07/2018
What is the Business Valuation Tax Act of 2017 Anyway? The Business Valuation Tax Act of 2017 (Tax Act) has introduced changes to the financial and regulatory landscape that specifically affect business valuation in the context of C-Corporations. This article[...]
Overcoming Common Business to Business Sales and Marketing ChallengesBy Scott Steer • 09/04/2018
Show Business to Business Sales and Marketing Who’s Boss Businesses that focus on selling products and services to other businesses are very similar to those that sell to consumers. The differences between the two lie in their sales and marketing[...]
Parenting Past Fear to Help Set Children Up for SuccessBy Carrie Weiner Rosenbloom • 08/29/2018
Parenting the Whole Child for Successful Living Raising children is a lot of things. It’s exhilarating, exhausting, loving, caring, difficult, rewarding, and can be really scary. The vulnerability of a parent can be overwhelming and truly a kind of vulnerability[...]
Understanding the Language of the American Federal Legal SystemBy Robert Mander • 08/27/2018
Editor's Note: This is an updated version of a similar article published in November of 2015. To view the original, click here. Americans take great pride in saying that ours is a nation of laws, not people. But resting on[...]
The Real and Rising Threat of Cybercrime for Small and Mid-Sized BusinessesBy Gary Kirshenbaum • 08/22/2018
For the Threat of Cybercrime, Get a Cyber Liability Policy If cybercrime were a nation state, it would be the world’s 13th-largest by GDP, just ahead of Australia. The threat of cybercrime can take many forms – from hijacking sensitive[...]
Small Businesses Are Key to Driving Economic RecoveryBy John Arensmeyer • 08/20/2018
Editor's Note: This is an updated version of a similar article published in March of 2015. To view the original, click here. Creative Capital is Driving Economic Recovery As small business owners get creative in raising capital, the economy is[...]
Guidelines to Improve Banking Relationships (What Does Edgar Allan Poe Have to Do With It?)By Bruce Werner • 08/17/2018
Good Character and Cash Flow Improve Banking Relationships Typically, there is significant triage to be done before determining if you can improve banking relationships. Most often, the problems come back to cash flow and misunderstanding what banks do. While Boards[...]
Overcoming the Biggest Consumer Sales and Marketing ChallengesBy Scott Steer • 08/15/2018
Consumer Sales and Marketing Challenges That May Challenge You Too Consumer-focused businesses have three key challenges: Understanding what the customer/market wants Targeting the right segments Differentiating what they offer from what their competitors offer In all my years creating marketing[...]
The Legal Implications of Cybersecurity When Collecting Personal InformationBy Adam Brouillet • 08/14/2018
Understand the Stakes of Collecting Personal Information Cybersecurity law has been called many things in recent years—evolving, complex, varied, cutting-edge, even hilarious. Ok, maybe not the last one. But I would offer another phrase that can serve as a key[...]
Recognizing Tipping Points to Keep Family Wealth in the FamilyBy Robert Legan • 08/13/2018
Preserve Wealth by Recognizing Tipping Points Families that have worked extremely hard to build wealth find it even more difficult to preserve that wealth over time. Often, the concern is that a wealthy family could go from shirtsleeves to shirtless in[...]
Retaining Tribal Knowledge For Your Company’s Long-Term HealthBy David Spitulnik • 08/09/2018
Tribal Knowledge: Be in the Know America is getting older. Not just in terms of it having a birthday every year, but in terms of the percentage of people closing in on retirement. You can thank the aging Baby Boomer[...]
Is Our Obsession with Consuming More Protein Killing Us?By Tyler Mayoras • 08/08/2018
Consuming More Protein Is Consuming Us Walk down a grocery aisle, or do a quick Google search on weight loss, and you will be inundated with low carb, high protein diets, articles and products. Low Carb, Paleo, Keto, Eco-Atkins, Zero[...]
Millennials in the Workplace Want These 4 Qualities in a CompanyBy Lee Eisenstaedt • 08/03/2018
Millennials in the Workplace Want to be Understood The Leading With Courage Academy recently led a panel discussion on millennials in the workplace, and how to better incorporate this unique demographic into your culture for greater success. During that discussion,[...]
Smart Giving Gives Back: The Surprising Benefits of Organized PhilanthropyBy Caren Yanis • 08/01/2018
It’s not Selfish to Reap the Benefits of Organized Philanthropy Bringing family members together to invest philanthropically is a game changer, but organized giving can challenge even the strongest families. Yes, philanthropy is about generosity, but it can also feel[...]
For Better Venture Capital Value and Returns, Look to the MidwestBy Kenneth Freeman • 07/26/2018
Midwest Is Best When It Comes to Venture Capital Value Readers of my earlier Financial Poise articles may remember this: I am a rare breed, a value investor who also loves to talk venture capital value. Seems strange? I’ll explain.[...]

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