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.

My Financial Advisor Has Money Troubles: Fiduciary Obligations and Your Right to Know

Does your advisor have fiduciary obligations that require disclosure? Know how your investments may be affected by your financial investor’s money issues.

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The LLC Operating Agreement Demystified

An LLC operating agreement is a set of rules and provisions that outlines company structure, management, compensation and other internal issues.

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Sleep Better with Reps & Warranties Insurance

Understanding Representations, Warranties, and Indemnities in M&A Transactions When boards are deliberating the purchase or sale of a business, they need to consider the long-term risks of the decision. Understanding […]

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Commercial Litigation Funding: A Guide for Plaintiffs & Commercial Litigators Seeking Funding in the United States

This article is a comprehensive and plain-English treatment about one of the two parts of third-party litigation funding: commercial litigation funding.

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What ‘Animal House’ Can Teach Us About Reasonable Reliance in Fraud Cases

The boys of Delta Tau Chi unknowingly teach us about an important legal defense in fraud cases. What is reasonable reliance, and when is it effective?

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The Impact of Revenue Recognition Changes to Business Practice

Changes to revenue recognition standards took effect in 2019 for private companies. See how business practices have changed.

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Employment Law and 4 Methods to Prevent Wage Discrimination Claims

The Equal Pay Act is one of 4 laws governing compensation. Know the legal framework to prevent wage discrimination and correct poor policies.

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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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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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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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