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Breaking Up is Hard to Do—Common Issues and Strategies in Business Divorce

March 10, 2017

by Sean Ross, Editor-in-Chief, Financial Poise     BUSINESS RELATIONSHIPS FAIL for lots of reasons. Even when a business is successful, its owners may clash over any number of issues. Breaking up is hard to do, but there are things business owners can do to prepare themselves. In this article, we’ll cover: The most common […]

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Equity Crowdfunding: Title II, Title III, Rule 506 and Reg D

March 10, 2017

by Sean Ross, Editor In Chief, Financial Poise     UNTIL RECENTLY, FEDERAL securities laws prohibited the advertising of accredited investment opportunities. This left most accredited investors in the dark—until the Jumpstart Our Business Startups Act (or “JOBS Act” for short). If you are not a Wall Street or Silicon Valley attorney, fund manager, CEO […]

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Business Borrowing Basics — Negotiating A Loan Agreement

March 7, 2017

by Sean Ross, Editor In Chief, Financial Poise     CASH IS KING for businesses, especially those just getting off the ground. It’s rare that a company can simply operate from cash flow without short-term borrowing from time to time. Even if your business does not have a line of credit—or another type of loan […]

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Business Law Dumbed Down — Formation Issues: Entity Choice; Venue; Capitalization; Other Out-of-the-Gate Issues

February 27, 2017

by Michele Berdinis and the Financial Poise Editorial Staff     WHEN YOU START a new business, you face critical legal and practical decisions that affect everything—including the likelihood of succeeding—throughout your business’s lifetime.   Even the simple choice of deciding whether to form an entity will raise questions that have consequences for the life […]

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Common Bankruptcy Litigation Scenarios — Venue Fights

February 16, 2017

  Bankruptcy Battle Royale — Common Litigation Scenarios; Venue Fights   by Financial Poise Editorial Staff   THERE IS ONLY one Bankruptcy Code in the United States, but there are 350 (give or take a few) bankruptcy judges sitting in 94 judicial districts within 13 regional judicial circuits—each with a court of appeal.    The […]

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New Revenue Recognition Standards to Impact Wide Array of Business Practices

February 9, 2017

    By Hogi Kurniawan, CPA, Audit Senior Manager, Haskell & White LLP       The Financial Accounting Standards Board (FASB) recently changed revenue recognition standards, introducing many new aspects that accountants need to understand as they advise their clients in 2017. Even though these standards won’t take effect until 2018 (for public companies) […]

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Start-Up Business: Essential Tips from Experts and Entrepreneurs

January 25, 2017

by Financial Poise Editorial Staff   GREAT COMPANIES FAIL for lots of reasons that have nothing to do with their products or services. Coming up with a great idea is difficult; turning that idea into a business is even harder. We consulted members of the Financial Poise Faculty—each a professional advisor or successful entrepreneur—to discuss […]

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With Trump Administration, Get Ready for Sweeping Tax Reform

January 19, 2017

Trump Tax Plan: What it could mean for corporations, individuals and foreign income.   by: Michael Silvio, CPA, Tax Director at Hall & Company, CPAs   With the unexpected ascension of President-elect Donald Trump, all eyes are on Washington to see how the new Trump White House will respond to the most pressing issues in […]

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3 Reasons Franchising May Not Be for You

December 7, 2016

By David Banfield    Franchising is booming, as more and more people realize the multiple benefits it offers. Chances are you’ve already engaged with a franchise at some stage today, whether it was stopping in for your morning coffee or hitting the gym to burn it off.  Franchising is now so developed that it tends […]

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3 Business Strategies for Worry-Free Holiday Shipping

December 1, 2016

By Kevin Lathrop The holiday season is a festive time of year, but if you’re like many business owners trying to balance the demands of growing your business while ensuring smooth day-to-day operations, it can be particularly hectic and stressful. A strong fourth quarter can start you off on the right foot in the new […]

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Conference Review: iGlobal Forum Fourth Independent Sponsors Summit

November 3, 2016

By Financial Poise Editors Independent Sponsors, sometimes called “Fundless Sponsors” or “Pledge Funds,” have been gaining in popularity in recent years among family offices and others who historically invested with traditional private equity firms (i.e. those with committed capital). Financial Poise attended the iGlobal Forum Fourth Independent Sponsors Summit Oct. 26, 2016. The conference connects independent […]

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One-on-One With Lex Sokolin of Autonomous Research

October 26, 2016

By Financial Poise Editors Alexey (Lex) Sokolin is a Partner and Global Director of Fintech Strategy at Autonomous, a research firm for the financial sector. His mission is to help the industry serve clients better by understanding innovations like wearable technology, machine learning, bitcoin, ethereum and the blockchain, and crowd-sourced asset management. Sokolin has been […]

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Telecom Exchange – Where Communications and Technology Meet: Join our Media Sponsor, Financial Poise at TEX LA!

October 20, 2016

Telecom Exchange (TEX LA) is a two-day, exclusive executive networking event for tech, telecom and smart machine creators, hosted by JSA. TEX addresses the need for direct, one-on-one networking, without the ‘marketing frills,’ for those who are building the communications and technologies of the future. Financial Poise is a media sponsor of the event. November 14th : Opening Reception takes […]

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‘Investing in Multi-Family Real Estate,’ Ep. #2 of the Webinar Series ‘Real Estate Investing 2016,’ Airing October 26th, 2pm CST

October 12, 2016

Financial Poise™ Webinars and West LegalEdcenter are pleased to announce the October 26th premiere of a new webinar “Investing in Multi-Family Real Estate” designed to introduce attorneys and investors to the basics of being a landlord. Moderator Bill McGuinn of Sugar Felsenthal Grais & Hammer is joined by panelists from Syndicated Equities, DKD Development Partners […]

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Financially Fit in Your 40s

October 7, 2016

    Check out the winning essays from the 2016 Financial Poise Essay Contest: Financially Fit in Your 40s. Judges selected the top three from piles of excellent essays written by students who impressed with their knowledge about the importance of financial planning and their apparent determination to be financially fit at 40. See each of the […]

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‘Buying & Selling IP,’ Episode #2 of the Webinar Series ‘Intellectual Property 201 – 2016,’ Airing Oct. 21, 11am CST

October 5, 2016

Financial Poise™ Webinars and West LegalEdcenter are pleased to announce the October 21st premiere of a new webinar “Buying & Selling IP” designed for attorneys and business owners. Moderator William C. Spence of SpencePC is joined by panelists from Klemchuk, Prasad IP and the Law Offices of Edward R. Hearn to discuss the legal issues […]

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‘Splitting the Pie: Basics of the CAP Table,’ Ep. #2 of the Webinar Series ‘One Hour Law School 2016,’ Premieres Oct. 21, 2pm CST

October 5, 2016

Financial Poise™ Webinars and West LegalEdcenter are pleased to announce the October 21st premiere of a new webinar “SPLITTING THE PIE: BASICS OF THE CAP TABLE” designed to introduce attorneys and business owners to the basics of structuring a cap table to maximize a company’s growth. Moderator Robert Sieland of DeVry Education Group is joined […]

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A Regimen for Financial Fitness by 40

October 5, 2016

Editor’s note: We are pleased to publish the winning essay from the 2016 Financial Poise Essay Contest: Financially Fit in Your 40s.  Judges read through piles of excellent essays written by students keenly aware of the importance of having a financial plan. First place was awarded to 18-year-old Kiana Amirkiaee. Her essay demonstrates a clear understanding […]

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Military Saving for Retirement

September 28, 2016

Editor’s note: We are pleased to publish the winning essays from the 2016 Financial Poise Essay Contest: Financially Fit in Your 40s.  Judges read through piles of excellent essays written by students keenly aware of the importance of having a financial plan.  The winning essays demonstrated clear, practical and actionable strategies for attaining financial fitness.    By […]

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Save for the Future, But Live for the Now

September 21, 2016

Editor’s note: We are pleased to begin publication of the winning essays from the 2016 Financial Poise Essay Contest: Financially Fit in Your 40s.  Judges read through piles of excellent essays written by students keenly aware of the importance of having a financial plan.  The winning essays demonstrated clear, practical and actionable strategies for attaining financial fitness.  […]

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Some Foundations, Endowments Concerned With Hedge Fund Fees and Performance

September 14, 2016

By Matt Niksa, staff writer A recent Q2 NEPC Foundation and Endowment Poll reported that some foundations and endowments are re-evaluating or reducing their allocations to hedge funds. A quarter of survey respondents, who included business officers at universities, foundations and endowments, have asked for reduced fees or have been offered them by hedge fund […]

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‘Real Estate Investing 2016,’ a 4-Part Series, Premiers September 21st, 2pm CST

September 12, 2016

Financial Poise™ Webinars and West LegalEdcenter are pleased to announce the September 21st premiere of a new webinar series “REAL ESTATE INVESTING 2016,” designed to introduce attorneys, business owners and investors to the basics of real estate investments. Host Bill McGuinn of Sugar Felsenthal Grais & Hammer joins panelists from firms including Syndicated Equities, RealtyMogul.com, […]

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How Innovative Businesses Handle Government Regulations

September 1, 2016

By Sean Ross Imagine you operate a ride-sharing company — Lyft, Uber, etc. One month you expand into China and the next you are shut out of Austin, Texas, completely. It is very hard to plan and expand your business with any confidence when you must constantly react to new government regulation. These kinds of […]

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Kal Shah Joins Benesch, Friedlander, Coplan & Aronoff LLP

August 23, 2016

Kal K. Shah, a member of Financial Poise’s webinar faculty, has joined law firm Benesch, Friedlander, Coplan & Aronoff LLP as Chair of its Patent Litigation Practice Group. Shah leads the firm’s efforts in patent litigation and represents clients in patent matters spanning a variety of scientific disciplines including computer science and internet applications, bioengineering, electrical […]

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Survey Finds Majority of Parents Unprepared to Pay for College

August 17, 2016

By Matt Niksa, staff writer     Most kids in a recent survey believe that their parents can pay the cost of whatever college they want to attend, but most parents may need some financial help to do that. Only 35 percent of parents will be able to cover at least most of college costs, […]

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Treasury Department Proposes to Limit Use of Valuation Discounts in Estate Planning

August 10, 2016

By Michelle Huhnke   Last week, the Treasury Department issued new tax regulations that are intended to reduce significantly the use of valuation discounts in estate and gift tax planning.  For decades, estate planners have designed and implemented strategies in which family business interests are valued at a discount.  These discounts reflect that a minority interest […]

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A Few Minutes With … Michelle Huhnke

August 2, 2016

By Financial Poise Editors   Michelle M. Huhnke is a partner with the Sugar Felsenthal Grais & Hammer law firm in Chicago and New York, focusing her practice on estate planning, charitable planning and wealth preservation.  She works with clients and families to develop estate plans that address varied family circumstances and include efficient estate, gift and generation-skipping […]

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Survey: Only One-Third of Registered Investment Advisers Offer Private Equity Opportunities to Investors

July 13, 2016

By Matt Niksa, staff writer       Just one-third of registered investment advisers (RIAs) have offered private equity (PE) investments to their clients over the past five years, according to a recent survey by iCapital Network. The survey of approximately 450 RIA firms also found that nearly 70 percent of RIAs who don’t offer […]

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Donald Trump and Defeating the Threat to America

July 1, 2016

A Webitorial by Jonathan Friedland 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. Donald Trump […]

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John Oliver Lampoons Financial Advisers in HBO Segment ‘Last Week Tonight: Retirement Plans’

June 29, 2016

  On June 12, John Oliver, host of “Last Week Tonight,” the popular late-night talk show satirizing the previous week’s news, devoted a 20-minute segment to the subject of retirement savings. Oliver’s irreverent take on the topic includes a must-see explanation of the difference between fiduciary and non-fiduciary financial advisers. Here’s a link to the […]

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Tesla Motors Bids for SolarCity as CEO Elon Musk Looks to Lead Energy Storage Industry

June 28, 2016

By Financial Poise Editors   Tesla Motors on June 21, made a bid to buy its sister company SolarCity in a deal valued up to $2.8 billion. The bid has yet to be approved by shareholders and Tesla CEO Elon Musk, the largest shareholder in both SolarCity and Tesla, will recuse himself from the vote. […]

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Why Increased Personal Savings Can Benefit the U.S. Economy

June 27, 2016

By Matt Niksa, staff writer If you’ve followed the financial news lately you may have noticed that the current U.S. national personal savings rate is 5.4 percent. While still low on a historic basis, it’s one of the highest rates in the past three years, up from 5.0 percent on July 2015.  That’s reason for […]

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BREXIT – The BAM ALLIANCE Reacts

June 24, 2016

The BAM ALLIANCE , a group of more than 140 independent wealth management firms throughout the United States, Friday reacted to Britain’s historic vote to leave the European Union, and what it may mean to you. Here is the organization’s full statement.     By Jared Kizer, Chief Investment Officer Britain’s decision to exit the […]

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The Rise (and Possible Fall) of Tech 2.0

June 10, 2016

By  Heather Harper, Contributing Writer If this year’s first-quarter numbers are any indication of things to come, the tech industry is looking at a major slowing of VC (venture capital) investing in new startups.  This trend started near the end of 2015, after investors began discovering that many of those tech startups were being overvalued. […]

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A Few Minutes With … Tracy Treger

May 17, 2016

By Financial Poise Editors Tracy Treger is the Senior Director of Corporate Strategy at Syndicated Equities, a private equity real estate investment firm established in 1986. Her job entails assisting investors in understanding and assessing the company’s various real estate investment offerings, and also evaluating properties for the company’s acquisition. Treger also helps investors identify […]

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‘Securities Crowdfunding for Intermediaries,’ a Financial Poise Webinar Premiering May 11th, 11am CST

May 4, 2016

Financial Poise™ Webinars and West LegalEdcenter are pleased to announce the May 11th premiere of a new webinar “Securities Crowdfunding for Intermediaries,” designed to introduce attorneys and business owners to the different types of equity offering platforms. Moderator Dave Freedman, editor of Crowdfunding-Investor website, joins panelists from PeerRealty, Riggs Davie PLC and CrowdCheck to discuss […]

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New Guide to the New Universe of Angel Investing: http://www.Crowdfunding-Investor.com

May 4, 2016

Financial Poise™ Adds Crowdfunding Investor to its Family of Financial and Legal Educational Websites   On May 2, 2016, Financial Poise launched a new website that shows all investors how to build a diversified angel investment portfolio in three to five years, via equity crowdfunding. This new website is called Crowdfunding Investor (http://www.Crowdfunding-Investor.com). Crowdfunding Investor (CI) is the newest […]

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A Few Minutes With … Adam Hirsch

April 26, 2016

By Financial Poise Editors Adam Hirsch has practiced law in Chicago for more than 15 years, with a regular focus on commercial litigation. After graduating from Harvard Law School in 2001, he began his legal career at Jenner & Block, LLP.  For the last 11 years, he has practiced at Robinson, Curley & Clayton, P.C., […]

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

April 13, 2016

By Financial Poise Editors 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 […]

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Equity Crowdfunding

April 11, 2016

Your next acquisition target could be a crowdfunded company By David M. Freedman and Jonathan Friedland   Originally published in the April 2016 issue of The Corporate Counselor © 2016 ALM Media Properties, LLC. Reprinted with permission from ALM Media Properties   There has been a great deal of media attention the past several years about […]

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Experian – Women Have Higher Credit Scores, Less Debt, Fewer Late Payments Than Men

March 16, 2016

The credit monitoring  company  Experian this week offered up some insights into the divide between men and women when it comes to handling their money, debt and finances. Here are the highlights: Women’s average credit score 675; men’s average score 670 Women have 3.7 percent less average debt Women have 23.5 percent more open credit […]

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A Few Minutes With … Carrie Rosenbloom

February 17, 2016

By Financial Poise Editors Carrie Rosenbloom is co-founder and partner in the Family Mediation Group, LLC, and co-founder and partner in CT Relational Therapy, LLC.  She has a background in the law and a deep interest in human relationships. Rosenbloom’s belief that the two fields are intertwined led her to develop both practice groups. She […]

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A Few Minutes With … Michelle Gershfeld

February 3, 2016

By Financial Poise Editors Michelle Gershfeld has spent nearly 30 years as a lawyer, specializing in bankruptcy law.  She began her career in 1989 at Milbank, Tweed, Hadley and McCloy, LLP, and later joined David Kittay’s law firm, first in Manhattan and then in Westchester County, and found her niche specializing in bankruptcy law.   […]

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SEC’s 2016 Priorities Include Cybersecurity, ETFs

January 21, 2016

The Securities and Exchange Commission (SEC) has set out its Office of Compliance Inspections and Examinations’ (OCIE) 2016 priorities.  New areas of focus include liquidity controls, public pension advisers, product promotion, in addition to two popular investment products – exchange-traded funds and variable annuities. Cybersecurity risk also continues to be an area of focus for the […]

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Financial Advisors Respond to Client Demand for ‘Impact Investing’  

October 15, 2015

It’s estimated that by the end of 2013 more than one out of every six dollars under professional management in the United States was invested following a sustainable, responsible, impact investing (SRI) strategy. As more investors say they want to put their money into investments that are socially responsible, financial advisors appear to be responding. […]

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Studies Produce a Mixed Message on Worker Pay

September 3, 2015

Starting salaries for professionals working at U.S. companies are expected to increase an average 4.1 percent next year, according to a study released Thursday by staffing firm Robert Half.  That’s the good news. This forecast comes on the heels of an Economic Policy Institute (EPI) study finding that American workers’ productivity continues to grow much […]

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