Financial Poise

Business Owners & Executives

Business executives and owners of privately held businesses wear many hats, each of which require different skill-sets. Yet, at the same time, the pressures of running a business often leave little time for the continuing education that can benefit them. Financial Poise provides easily digestible, highly relevant information that business people can use right away to make their businesses better.

From columns and articles to webinars and podcasts, all of Financial Poise’s content is produced so that you don’t need a law degree or be a CPA to fully understand and apply the educational information provided.  Instead, it’s developed specifically for business owners and executives with the intent to be as comprehensive as possible without all of the unnecessary jargon.

Covering such subjects as fraud and litigation as well as bankruptcy and other similar topics, the Financial Poise collection for business executives and owners is meant to be engaging and easy to apply, so that you can get back to doing what’s most important – running your business .

Small Business Sign representing those that would benefit from the SECURE Act

How Small Businesses Benefit from the SECURE Act

Congress may soon pass the SECURE Act, which would increase retirement plan flexibility and award tax credits to small businesses.

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trump tariffs hit Chinese imports

Expert Advice on Surviving the 2019 U.S. Importers Crisis

How to Lessen the Impact of the New Tariffs Recently, The U.S. raised tariffs on $200 billion worth of products from 10% to 25% with a threat to levy additional […]

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Distressed Debt Investing

An Alternative Exit Strategy for Distressed Business Owners

What happens when a family business with debt and no exit strategy faces a crisis? Read about their alternative solution: a distressed debt investor.

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Illustrating Global Wealth with a Luxury Beveridge

Global Wealth 2019

Essential (and Some Surprising) Facts Credit Suisse’s Global Wealth Report is one of the most comprehensive analyses of the world’s wealth and provides keen insights into the health of the […]

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business valuation tax act of 2017

Business Valuation Tax Act of 2017: Comparability and Calculation

The Business Valuation Tax Act of 2017 changed the financial and regulatory landscape and the valuation of C-corporations. 

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2018 IRA alerts

2018 IRA Alerts Investors Will Want to Know

The tax prep season perennially stirs financial advisors to reach out to their retirement-minded clients to review asset allocation strategies. There are several 2018 IRA alerts and reminders that may […]

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Donald Trump and Defeating the Threat to America

A Donald Trump presidency, I believe, would pose the most significant existential threat to the very fabric of the United States since the Civil War. Please take a moment to read this explanation and if you still disagree with me email me, and I will vote for Trump.

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