Financial Poise

All Articles by Jeremy Waitzman

Jeremy Waitzman

About Jeremy Waitzman

Jeremy chairs the Corporate Group at the Sugar Law Firm (Sugar Felsenthal), a national boutique serving the affluent and the companies they own or otherwise control. He advises his clients on significant transactions and operational issues in their businesses. Described by clients as "an essential business advisor" and "a partner in the success of my business," Jeremy has substantial experience representing businesses of all types and sizes from inception, guiding them through significant growth, and often through ownership's exit. His clients include privately-held middle market and emerging growth companies, family offices/funds, investors, C-level executives, boards of directors, family-owned businesses and entrepreneurs. Jeremy counsels clients in the areas of corporate law, mergers & acquisitions, private placements, and general contract law. He represents individuals, closely held businesses, start-up companies and serves as outside counsel to several large corporations. His work with companies often includes strategies for the creation of enterprise value.

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Follow these PPP Loan Spending Rules to Qualify for Loan Forgiveness

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.

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SBA Grants Safe Harbor for PPP Loans Under $2M

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.

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a person holding 100 dollar bank notes representing PPP fraud, wondering if they should return PPP loan funds

SBA Threatens Audits: Should You Return Your PPP Loan Funds?

New SBA audits could expose PPP loan fraud for those who cannot certify applications made in good faith. Should you return PPP loan funds now?

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two businesswomen in headscarves are starting an LLC and learning about LLC management

Crash Course on LLC Management and Structure

Starting an LLC has certain advantages for business owners, including flexible organization. Learn about LLC management, structure and taxation.

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A company board sits around a table, symbolizing Corporation Management

What is a Corporation? Formation, Management and Taxation in 2020

Corporations were once a more prevalent business structure. What are the advantages of corporation formation, management and taxation in 2020?

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woman works from home symbolizing ppp loan forgiveness

Your Paycheck Protection Program (PPP) Loan Was Approved & Funded – What Happens Next?

Now that you’ve received your PPP loan for your small business, there are immediate actions to take to qualify for full loan forgiveness.

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a small business owner cuts cloth and working hours in semi-retirement

Small Business Transitions: Semi Retirement for Entrepreneurs

Before small business owner Jan can improve her life and work balance and enter semi retirement, she must prepare her business to run independently.

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Avoid Hiring a Lawyer in Response to the COVID-19 Crisis, Unless…

If you’re seeking disaster relief during the coronavirus crisis, a corporate lawyer is unnecessary. Here are 4 examples of when to hire a lawyer.

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What is a Corporation? Formation, Management and Taxation in 2020

LLCs offer more flexibility and less administrative burden. But corporation management may still be the way to go. What are the advantages of a corporation?

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A man's hand holds a compass, symbolizing director duties – or the director role –leading the way through the COVID-19 crisis

COVID-19 & the Corporate Director: Key Duties & Actions

C-Suite executives run the day-to-day affairs of a company. The board of directors is responsible for long-term strategy and extraordinary decisions. COVID-19 has created a landscape in which extraordinary decisions need to be made every day.

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