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$30 Trillion Opportunity: Boomer Women Invisible to Advisors

02/17/2017

An estimated $30 trillion in wealth will pass from Baby Boomers to their children over the next three decades. However, before the next generation inherits these assets, Baby Boomer women will likely control massive amounts of wealth.

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Common Bankruptcy Litigation Scenarios — Venue Fights

02/16/2017

Expert members of the Financial Poise Faculty—each a partner or managing director in the restructuring industry—discuss why venue fights occur and how practitioners should approach selecting venue or challenging venue in a bankruptcy case.

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New Revenue Recognition Standards to Impact Wide Array of Business Practices

February 09, 2017

    By Hogi Kurniawan, CPA, Audit Senior Manager, Haskell & White LLP       The Financial Accounting Standards Board (FASB) recently changed revenue recognition standards, introducing many new aspects that accountants need to understand as they advise their clients in 2017...

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Will President Trump Repeal the Estate Tax?

February 08, 2017

The Republican tax reform plan may have bigger fish to fry   by Michelle M. Huhnke      Since President Donald J. Trump took office, controversy surrounding his executive orders and cabinet appointments have muted attention to another polarizing issue—tax reform...

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In Trump Administration, Private Placement Insurance Has a Rising Role

February 08, 2017

If you don’t know private placements, you should now. Here’s why:   by Gerry Nowotny, J.D., CLU, ChFC, CFP   This article introduces the private placement life insurance industry and reveals planning opportunities for its products in a Trump presidency—especially in light of his proposed tax reforms...

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Scams Against Seniors

February 08, 2017

Unfortunately, the elderly are frequent targets of fraud. Here’s how you can protect yourself and your family.   by Michelle Gershfeld Visit her website at www...

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CIRCULAR CAUSALITY: Easy Tool to Win Friends and Influence People

February 06, 2017

Take control of your personal and business relationships, and stop letting other people control your emotions.   by: Carrie Weiner Rosenbloom     Blame...

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Could the Bugs in Your Stomach Be at the Center of Your Health?

February 02, 2017

A Financial Poise Column about the travels and learning of a food tech investor.   by Tyler Mayoras   Why you should give up diet soda, limit antibiotic use and start eating fermented foods   Over the last five years, there have been key research breakthroughs in the link between gut health and your brain, immunology […]

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Bringing a Fraud Claim: Is Time on Your Side?

February 02, 2017

By Adam Hirsch named a Super Lawyers “Rising Star” Learn more here   The statute of limitations on your fraud claim may depend on when you knew (or learned) about the fraud...

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Stolen Mail: What to do when you’re the victim of identify theft

February 01, 2017

by Michelle Gershfeld Visit her website at www.GetFinanciallyFit.com or contact her at Michelle@GetFinanciallyFit.com         Lila was surprised to see a police car pull into her driveway on a rainy Saturday afternoon...

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Scary Word(s) No. 10 – Commitments and Contingencies

January 31, 2017

by Yesenia Cardona, Charles Saydek and William Ryan EinserAmper In our last installment, we learned all about Accrued Expenses: that accrued expenses are necessary when your business incurs costs, but your vendor has not yet sent an invoice...

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Start-Up Business: Essential Tips from Experts and Entrepreneurs

January 25, 2017

by Financial Poise Editorial Staff   GREAT COMPANIES FAIL for lots of reasons that have nothing to do with their products or services. Coming up with a great idea is difficult; turning that idea into a business is even harder...

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Stratifund Rates 98 Crowdfunding Investments

November 24, 2016

Six months after the launch of Regulation CF, NextSeed and Wefunder are the portals with the highest-rated Reg CF offerings, on average. By David M...

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‘Investing in Commercial Real Estate,’ Ep. #3 of the Webinar Series ‘Real Estate Investing 2016,’ Premiering Nov. 30, 2pm CST

November 18, 2016

Financial Poise™ Webinars and West LegalEdcenter are pleased to announce the November 30th premiere of a new webinar, “INVESTING IN COMMERCIAL REAL ESTATE,” designed to introduce attorneys and business owners to the entire process of real estate investment...

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Rethinking Hedge Fund Performance and Fees

November 16, 2016

Editor’s note: The hedge fund industry is facing tough times. Financial Poise reported in September that an increasing number of America’s biggest pension funds and endowments are complaining about fees and underperformance, and Bloomberg weighed in on the same issue last week...

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7 Practical Considerations When Making Charitable Donations

November 09, 2016

By Andrew S. Katzenberg   You may desire to be philanthropic, but just handing over money may not be the best way for you to give. There are a myriad of issues that every donor should consider before making a substantial gift to a charity...

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