Business & Finance Education | Financial Education

Exploring Opportunity Zone Tax Benefits for Real Estate Investors

By Adam Grais • July 24, 2020
Qualified Opportunity Zone (QOZ) funds reduce taxes on real estate capital gains, but are opportunity zone tax benefits better than those of 1031 Exchanges?

the numeral seven on an orange background, representing the seven elements of good employee handbook design

7 Key Elements of Employee Handbook Design

By Zascha Blanco Abbott • July 22, 2020
The employee handbook. Most businesses have them, but is yours effective? Read this guide to the 7 must-have elements of an employee handbook.

welder at work, representing making bad business decisions

Not Making Business Decisions = Making Bad Business Decisions

By Bruce Werner • July 20, 2020
When Werner Co. faces growing pains, its president avoids making business decisions that could jeopardize the company—but his inaction is still a decision.

group of people sit with laptops at a conference table, representing a better marketing team in action

6 Tips for Building a Better Marketing Team

By Scott Steer • July 15, 2020
To get the most from your marketing team or consultants, you must act as a leader. Follow these tips to get a better marketing team & reach your objectives.

woman in yellow shirt holds a finger to her lips, symbolizing effective listening for leaders

Shut Up and Listen: How to Practice Effective Listening for Leaders

By David Spitulnik • July 14, 2020
The key to active listening in leadership is to “shut up” and count to 10. This simple exercise discourages interruptions and boosts effective listening.

man in black suit stands in front of ancestor photos, representing issues that come up in a business divorce

Breaking Up Is Hard to Do: Surviving a Business Divorce

By Michele Schechter • July 13, 2020
A business divorce is sometimes inevitable, but it can be avoided. Precautionary measures and written agreements can aid in resolving partnership disputes when they occur.

close-up of a gear shift, symbolizing how startup accelerators work

How Startup Accelerators Work to Grow Early-Stage Businesses

By Brian Dixon • July 8, 2020
There are many avenues for fundraising, but accelerator programs come with unique resources. Find out how startup accelerators work to provide expertise and investments.

Woman weighs a decision on the phone, representing the decisions effective boards must make in times of crisis.

For Effective Boards, “Noses In, Fingers Out” Can Be Widely Interpreted

By Bruce Werner • July 6, 2020
Should an effective board of directors stick its nose into business matters or keep its fingers out? A leadership crisis heightens the question.

start-up bro CEO on the phone asking his broker what is an angel investor and what are the benefits of angel investing

What is an Angel Investor and What Motivates Angels to Invest?

By David M. Freedman • July 2, 2020
What is an angel investor and what is it not? Learn the difference between angels and VCs, as well as the financial and nonfinancial benefits of angel investing.

white and orange caution cone on keyboard represents need for cybersecurity to protect intellectual property

Businesses Face Growing Need for Cybersecurity to Protect Intellectual Property

By Meghan Nugent • June 30, 2020
A data breach can affect your patents and trade secrets. Today, there is a growing need for cybersecurity measures to protect intellectual property.

one loafer foot, one homeless foot, representing the concept of creating wealth creation

Creating Wealth 101: Use It (Or Not), You Will Lose It

By John Rompon • June 29, 2020
Buying and nurturing private companies consumes more time than most other forms of investing but there’s no better way to build wealth.

magician's poster, representing what not to do in looking for financial planning advice and a financial planning advisor

Seeking a Money Magician? 5 Don’t’s When Selecting a Financial Planning Advisor (and 5 Dos)

By Cristina Nolan • June 26, 2020
Getting great financial planning advice can feel like magic, but sleight of hand isn’t something you’re looking for in a financial planning advisor. Do your research or you may watch…

serious-faced lady talking on a smartphone, representing crowdfunding due diligence

Portals & Broker-Dealers: Comparing Types of Investment Intermediaries in Crowdfunding

By David M. Freedman • June 25, 2020
Two investment intermediaries in equity crowdfunding, portals and broker-dealers, require different levels of due diligence. Which is right for you?

person holding 100-dollar bills, symbolizing cash allocation and cash on hand

Building the Best Strategy to Drive Cash Allocation

By Bruce Werner • June 24, 2020
Do you have too much cash on hand? Cash allocation decisions are some of the trickiest for small businesses to face – make your cash work as hard as you…

Gov. Andrew Cuomo behavioral science and leadership; cognitive biases

How NY Gov. Andrew Cuomo Combined Behavioral Science and Leadership to Battle COVID-19… Whether He Knew It or Not

By Michael Shaw • June 23, 2020
Gov. Andrew Cuomo’s COVID-19 briefing is a lesson for leaders on the power of cognitive biases and behavioral science in management.

monochrome of two hands shaking, representing business broker or investment banker help with a merger or acquisition

An Intermediary to Lead the Process: Investment Banker or Business Broker?

By Michele Schechter • June 22, 2020
The road to selling a business is winding. The right intermediary will guide you down the right path. Do you need a business broker or an investment banker?

man in black blazer with top secret sign, representing non-disclosure terms and types of non-disclosure agreements

What Is a Non-Disclosure Agreement? Non-Disclosure Terms Explained

By Michele Schechter • June 19, 2020
How do different types of non-disclosure agreements protect the parties involved in M&As? Learn common NDA terms and accompanying documents.

Woman wearing a blue suit, representing overconfident leaders and confidence in business leaders

The Danger of Overconfident Leaders in Business

By Lee Eisenstaedt • June 18, 2020
Overconfident leaders hurt company culture and make costly mistakes. True confidence in leadership requires dialogue. What conversations you should have?

red lines on a black surface symbolize the need for board of directors to understand cybersecurity risks

Cybersecurity Challenges for Boards of Directors

By Bruce Werner • June 16, 2020
COVID-19 has moved board meetings online, excacerbating hacking threats. Now more than ever, cybersecurity needs to be part of a strong diligence process.

woman leans her head on a table, represeting consequences of sleep deprivation

Sleep Deprivation and Work Performance: How Americans Lose Billions Each Year

By Mercedes Holmen • June 15, 2020
Research shows sleep deprivation and work performance are correlated, which could hurt your income. Are you losing time and money?

How to Promote on Facebook Effectively Using Facebook Ads

By Tina Powell • June 12, 2020
Facebook is a powerful advertising tool that can reach over 1.7 billion daily active users. Learn how to promote on facebook and build an audience that will see your ads.

two men sit at monitors, representing four types of private equity investments

Fundamentals of Corporate Structures and Their Effects on 4 Types of Equity Offerings

By David M. Freedman • June 11, 2020
Four types of equity offerings issued by LLCs & corporations have benefits & drawbacks for investors. Learn about stock, LLC units and convertible debt.

raindrops on a black umbrella, symbolizing the need for a trade credit insurance policy

Trade Credit Insurance in COVID-19 Times

By Gary Mendell • June 10, 2020
The COVID-19 pandemic has made the export credit insurance industry a seller’s market. Here’s what to expect of a trade credit insurance policy.

windmill on windswept plains represents buying farmland as an investment

Can You Get Wealthy Buying Farmland as an Investment?

By Sophie Friedland • June 9, 2020
Plant-based diets, the consistently high value of farmland and new investor platforms have made buying farmland as an investment a good way to make money.

businesspeople talking, representing shameless self=promotion at work

Tips for Self-Promotion at Work for the Leader Who Wants to be Noticed

By Lee Eisenstaedt • June 8, 2020
Good leaders don’t reward shameless self-promotion—or dutiful silence. Learning how to be a leader is the best route for self-promotion at work.

woman laughs with delight looking at her business plan, representing following your dreams

Time, Money, Happiness: The Risks and Rewards of Following Your Dreams

By Tom Kirby • June 5, 2020
Following your dreams can be risky—and scary. Follow these three steps for evaluating your passion project and calculating the opportunity costs of your decisions.

people chat outside a store, representing the advantages of non-executive directors

Non-Executive Directors Provide Leadership When It is Needed Most

By Bruce Werner • June 4, 2020
There are many advantages of non-executive directors. They provide accountability, leadership during difficult situations and true change to divided firms.

silhouette of a statue near Trump Tower, symbolizing puffery as a legal defense

What is Puffery, and is Trump’s Puffery a Valid Legal Defense?

By Adam Hirsch • June 2, 2020
What is puffery, and when is it actually sales fraud? The Trump SoHo case provides insight into what constitutes “mere puffery” in court.

a coffee shop employee works at a register, representing

Follow these PPP Loan Spending Rules to Qualify for Loan Forgiveness

By Jeremy Waitzman • June 1, 2020
Get up to speed on PPP loan spending rules, from payroll to rent, so you are eligible for forgiveness and prepared for a possible SBA review.

hand with cannabis representing IRS tax section 280E

IRC Tax Section 280E Update and Potential Tax “Loophole” for Cannabis Companies

By Simon Dufour • May 28, 2020
Cannabis companies have felt the weight of IRC tax section 280E for a long time, but changes to the tax code may allow them to deduct from taxable income.

business executive screams, representng bad company culture and changing i

Repairing Bad Company Culture from the Top

By Lee Eisenstaedt • May 27, 2020
Bad company culture exists when leaders tolerate unethical behavior and deny problems. Changing workplace culture starts with eliminating arrogance.

The Complexity of Real Estate Investment Partnerships

By Tracy Treger • May 26, 2020
Buying property via real estate investment partnerships requires trust and due diligence in the right partner, whether it be family, friends or a professional.

ceramics on wooden shelves, representing how to protect your personal assets

How to Protect Your Assets Now to Cover Your Ass(ets) for Later

By The Financial Poise Editors • May 25, 2020
Whether you own real estate or antique jewelry, knowing how to protect your assets will help you avoid costly disasters and increase appreciation.

Categories of customers and users arrayed on a colored wheel, representing lead generation tactics to grow your customer base

Ramp Up Your Client Base with 3 Simple Lead Generation Tactics

By Tina Powell • May 22, 2020
Are you still using outdated lead generation tactics to build your customer base? Use these three steps to identify potential clients and draw them in.

a grey shark, representing lessons from shark tank

Lessons from Shark Tank: Is Reality TV Investing the Real Deal?

By The Financial Poise Editors • May 20, 2020
Pitching to investors is nothing like it looks on reality tv, but entrepreneurs and investors can still learn lessons from Shark Tank theatrics.

6 Reasons Private Equity Makes a Great IRA Investment Option

By John Drachman • May 19, 2020
A private equity IRA investment has its benefits, from tax advantages to increased diversification. Learn more about this IRA investment option.

a water droplet splashes down, symbolizing liquid assets and alluding to illiquid assets

Accredited Investor Installment #13: Closing Thoughts

By Jonathan Friedland • May 18, 2020
Liquid assets like stocks are not safer than alternative assets, like private equity, just because they are publicly traded. Liquidity and risk are not the same.

businessman shouting through a megaphone, representing bad leadership

Correcting Bad Leadership: Actions Speak Louder Than Intentions

By Lee Eisenstaedt • May 15, 2020
Leadership action is more important than words or intentions. Avoid bad leadership qualities by demonstrating kindness and keeping promises.

SBA Grants Safe Harbor for PPP Loans Under $2M

By Jeremy Waitzman • May 14, 2020
The SBA extended its safe harbor for PPP loans from May 7 to May 18, claiming all borrowers receiving $2 million or less now meet good-faith certification.

Two men consider a problem, representing the dynamics of the investor relationship and communicating with investors

3 Ways Startup CEOs Can Develop a Better Investor Relationship

By Greg Beaufait • May 13, 2020
Investors play a large role in company success. Develop your investor relationship with more transparent and proactive communication using these 3 tips.

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