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 .

Fixed Index Annuities Basics

The ABCs of FIAs

A Conversation with Jim Poolman [Editor’s Note: Jim Poolman is Executive Director of the Indexed Annuity Leadership Council, a coalition of life insurance companies that offer fixed indexed annuities (FIAs). He outlined the benefits of this stable retirement savings vehicle for the readers of Financial Poise.] What are Fixed Index Annuities (FIAs)? FIAs are contracts […]

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choosing an advisory board

3 Advisory Board Styles to Fit Every Business

Advisory Board Roles and Responsibilities for Any Stage of Business The boards of directors of for-profit and non-profit organizations have the same fiduciary responsibilities: duty of care, duty of loyalty and duty of good faith.  While similar to fiduciary boards, advisory boards are not the same. The purpose and function of a board of advisors […]

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BTEP

Business Transition and Exit Planning: Welcome to the Jungle!

BTEP: Where Should You Start? You are a business owner. You have worked hard, possibly for decades, building your business. You are smart, and the business has been successful, but it is time to move on.  Perhaps you want to retire; maybe you want to try your hand at something new. Regardless of the reason, […]

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business valuation tax act of 2017

Business Valuation Tax Act of 2017: Comparability and Calculation

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 provides a general overview of commonly used valuation methodologies and highlights a few key effects […]

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blockchain for small business

Why Blockchain for Small Business is the Future of Commerce

Blockchain for Small Business is a Must As a business owner, why should you care about blockchain for small business, cryptocurrency, token offerings and all these new terms and tech that have been buzzing about? For those of you that haven’t heard these terms and aren’t familiar with the space, you should search “Blockchain” or […]

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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 make this tax season a little smoother for everyone. 2018 IRA Alerts May Affect Tax Season Strategies One strategy that received a boost in 2017 […]

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retiring abroad

Retiring Abroad: Does Your Wanderlust Make Financial Sense?

Retiring Abroad May be Better When You’re Older, Wiser – and Richer While in college, did you ever dream of spending a year abroad? You might have hoped to study Spanish in Mexico, or perhaps you wanted to master art and architecture in Italy, or maybe you even considered college in China to learn engineering. […]

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The New Reality of Federal Litigation

Federal courts in Chicago have adopted new rules that will profoundly change how civil lawsuits progress.

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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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A Few Minutes With … Yesenia Cardona, William J. Ryan and Charles Saydek

We’ve asked some of the experts at the accounting and consulting firm of EisnerAmper LLP to author a new column, “EBITA and Other Scary Words,” premiering soon. In advance of that, we wanted to introduce the authors: Yesenia Cardona, William J. Ryan, and Charles Saydek. The idea driving this column is simple: if you don’t understand your numbers, you don’t understand your business, and these experts from the firm’s Private Business Services group will explain everything you need to know about EBITA and the other scary words that show up on financial statements.

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