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Business Borrowing Basics — Negotiating A Loan Agreement

March 7, 2017

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.    


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Scary Word(s) No. 11 – Debt, Collateral, Covenants, Guarantees and More

March 3, 2017

Understand the definitions that distinguish your banking terms…before you sign the dotted line.   by Yesenia Cardona, Charles Saydek and William Ryan EinserAmper   If you ever read (and I mean read, not just signed) a bank loan or revolving credit agreement, then you know the document can be a little overwhelming.   To read this article, click […]


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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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Will President Trump Repeal the Estate Tax?

February 8, 2017

The Republican tax reform plan may have bigger fish to fry   by Michelle M. Huhnke      Since President Donald J. Trump took office, controversy surrounding his executive orders and cabinet appointments have muted attention to another polarizing issue—tax reform. The news cycle is dominated by the drama of potentially repealing the Affordable Care Act, […]


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In Trump Administration, Private Placement Insurance Has a Rising Role

February 8, 2017

If you don’t know private placements, you should now. Here’s why:   by Gerry Nowotny, J.D., CLU, ChFC, CFP   This article introduces the private placement life insurance industry and reveals planning opportunities for its products in a Trump presidency—especially in light of his proposed tax reforms.   Overview—Does anybody really know what time it is?   […]


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Bringing a Fraud Claim: Is Time on Your Side?

February 2, 2017

By Adam Hirsch named a Super Lawyers “Rising Star” Learn more here   The statute of limitations on your fraud claim may depend on when you knew (or learned) about the fraud.   When did you know? If you are an (alleged) victim of fraud, you are going to be asked this question. If your […]


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Stolen Mail: What to do when you’re the victim of identify theft

February 1, 2017

by Michelle Gershfeld Visit her website at www.GetFinanciallyFit.com or contact her at Michelle@GetFinanciallyFit.com         Lila was surprised to see a police car pull into her driveway on a rainy Saturday afternoon. Everyone was home, so she did not panic. The police officers told her that her postal deliverer, the Postman, made a […]


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Scary Word(s) No. 10 – Commitments and Contingencies

January 31, 2017

by Yesenia Cardona, Charles Saydek and William Ryan EinserAmper In our last installment, we learned all about Accrued Expenses: that accrued expenses are necessary when your business incurs costs, but your vendor has not yet sent an invoice. Today, we explore a lesser-known topic: Commitments and Contingencies    What is that strange line on the balance sheet? Many […]


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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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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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Real Estate Syndication: A Simple Guide

January 18, 2017

How to invest in larger, more exclusive properties with better yields   by Tracy Treger, Senior Director of Corporate Strategy, Syndicated Equities   MAYBE YOU WANT to start investing in real estate, but you do not have enough capital to purchase a quality commercial property.   Alternatively, perhaps you are concerned about placing a large sum of […]


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Amazon and Wells Fargo Team Up to Share Benefits 

December 15, 2016

Back in May, Financial Poise featured an article, Social Media and the Future of Credit:  A New Reason to Invest in Facebook? which discussed the possibility of economic advances through social media. Since then, a new collaboration of two major corporations, Amazon and Wells Fargo Bank, was reported by the Washington Post. The new partnership was noted […]


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How to Identify A Scam

October 10, 2016

You call yourself a “diligent internet user.” You close all your tabs whenever you close your computer. You empty out your spam folder frequently and don’t click on banner ads or suspicious links. But one day, you’re not careful and you enter your credit card number and security code into what you perceived was a […]


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An Eye-Opening Look at Common Valuation Practices

October 4, 2016

Kudos to Aswath Damodaran for a recent installment of his Musings on Markets blog, which you can read here. In it, Damodaran, a professor of finance at the Stern School of Business at NYU, skewers the way many valuation experts write valuation opinions. We urge you to take a read if you have any interest on […]


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How to Protect Your Ideas and Intellectual Property 

September 27, 2016

Creating an ingenious idea that could potentially turn you and your business partners into millionaires is one thing. Protecting that idea and making sure no one else steals it is another. Every time you market your ideas to venture capitalists or angel investors, you are sharing bits and pieces of your idea to others. While […]


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