Financial Poise

Legal

Whether you’re hoping to sell or acquire a business, an entrepreneur hoping to cross the t’s and dot the i’s, or a professional trying to protect yourself and yours, navigating legal issues can be a difficult task. Knowledge is power. We’re looking to arm you.

Cannabis like this, on a desk blotter, represents the marijuana taxes that cannabis companies must pay

Cannabis Companies and the Marijuana Tax: It’s Not Easy Being Green

Cannabis companies are overwhelmed by taxation and restrictions on their expense deductions via Section 208E. Could new legislature ease the pressure?

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Estates like these require smart, informal estate planning via non-probate property

Informal Estate Planning: Non-Probate Property

Did you include planning for non-probate property in your informal estate planning? Learn why this is an essential step in setting your affairs in order.

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life preserver representing bad faith insurance

PLUP Fiction: Bad Faith Insurance

Can you rely on your insurance company’s description of your insurance policy? Learn about insurance bad faith and your rights as the insured. 

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An axehead chops a stump, symbolizing the 2017 tax cut and jobs act

Tax Cut and Jobs Act: Expectations Met and Unrealized

Expectations were high for the Tax Cut and Jobs Act in 2017. Were those expectations met? How the tax reform actually affects you and your business in 2023.

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Blue Sky Laws A Primer for Accredited Investors

Blue Sky Laws: A Primer for Accredited Investors

Blue Sky Laws help protect investors from fraudulent offerings, but further revisions to the accredited investor definition may be needed.

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Monopoly board

Protection from Investment Fraud: Who’s Got Your Back?

If an investment opportunity sounds too good to be true, it may be a sign of investment fraud. Learn the signs with these investment watchdog resources.

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Comprehending federal legal language

Understanding America’s Federal Legal Language

You don’t have to be a lawyer to understand the U.S. Legal System. Get to know types of federal laws and how to break down federal legal language.

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Role of the Board of Directors

The Roles, Structures, and Duties of a Board of Directors

The role of a board of directors is to represent shareholders. How that happens depends on how you define it, who serves, and more.

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Purchase Agreements, Positive Covenants, and Restrictive Covenants in M&A Transactions

Positive covenants and restrictive covenants in a Purchase Agreement protect the value of the Company for the Buyer but may be overlooked.

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Mickey Mouse founder Walt Disney has pushed the limits of copyright law time and again to protect his characters.

Mickey Mouse, the Founding Fathers and Copyright Law

On January 1, 2024, the world’s favorite mouse will enter the public domain. The Walt Disney Company, one of the most formidable challengers to copyright law, has fought since 1976 […]

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