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 .

Trusted Advisors

Is It Worth It to Hire an Advisor?—Why Only a Trusted Advisor Will Do

Hiring a trusted advisor is worth the time and money you’ll save doing something you cannot or should not do by yourself.

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Fur Balls

Family Business Conflicts: Are You Choking on Family Fur Balls?

Conflict resolution in family business starts by addressing ‘fur balls’. Don’t choke, or family business conflicts will worsen.

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Family Business Trends

STEP, KPMG Study: Global Family Business Governance Trends

Here’s what the STEP survey on global family business trends reveals about governance, Millennial leadership, diversity and retirement.

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Personal Data Breach

When Collecting Personal Data, Restraint and Insurance are Key

Is your business collecting personal data? If you experience a data breach, you won’t just be a victim—you’ll also be a defendant.

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USCIS Site Visits

What Employers of Foreign National Workers Should Know to Prepare for a USCIS Site Visit

The US increased USCIS site visits to employers of foreign nationals to combat H1-B visa fraud. Here’s how to prepare for a site visit.

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Offering Employee Benefits

4 Vital Items Your Employee Benefits Package Needs to Remain Competitive

Are you a growing business looking to build a competitive benefits package within your means? Learn about the top 4 employee benefits.

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Professional Failure

Moving On: How to Learn From Professional Failure and Shape It Into Success

Professional failure is hard to accept, whether it was in your control or not. Take these steps to learn from failure with poise and grace.

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Allen Stanford Ponzi Case

The Attorney Immunity Defense: Ongoing Allen Stanford Ponzi Case Sparks Debate

The Allen Stanford Ponzi case rages on in the Caribbean, putting the attorney immunity doctrine under fire once again.

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Calculating QBI Deductions

How to Know if You Can Claim the Qualified Business Income Deduction On Your Taxes

The QBI deduction allows owners of most pass-through entities to deduct up to 20% of their QBI on their taxes. Are you eligible?

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Terms in Business Transactions

Why You Shouldn’t Always Rely On “Market” Terms in Business Transactions

In business transactions, a deal attorney may describe certain contract terms as “market.” What does this mean, and should you agree to them?

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