Financial Poise

Financial Poise is pleased to announce that Cannabis Law /About the Brand Business, a one-hour webinar, is now available on-demand https://lnkd.in/dzbd5dfA. Thank you to our speakers Melissa Roeder of Sinars Slowikowski Tomaska LLC + Brian Landry of Saul Ewing LLP + Tami L. Wahl of Tami L. Wahl.

Attention Bankruptcy Professionals and Investors! The complete Federal Equity Receiverships series is now available on demand! Dive deep into this powerful remedy that, while increasingly utilized, remains misunderstood by many. Our series covers everything from the origins of federal equity receiverships to practical applications, featuring expert insights from seasoned professionals in the field. Catch the complete series here: https://lnkd.in/dmAe32M9 Whether you're a legal practitioner or involved in asset recovery, these webinars are packed with knowledge to help you navigate federal receiverships successfully.

Eliminate Your State Income Taxes with Non-Grantor Trusts Non-grantor trusts, like the NING Trust, can protect assets and minimize state income taxes for investors, particularly in high-tax states. Learn how this powerful tool works and see real examples of its benefits! https://lnkd.in/dKi4VwF3

Don’t Depend on Insurance: How to Proactively Assess and Manage Business Risks When running a business, you can encounter?plenty of risks including financial, personnel, structural, and more. However, there are several ways to counteract these risks without depending on insurance. https://lnkd.in/dCaCP3-7

Financial Poise is pleased to announce that Ethical & Other Issues In Lateral Attorney Movements / Trends in the Lateral Market, a one-hour webinar, is now available on-demand https://lnkd.in/eYyEgwAw. Thank you to our speakers Tina Solis, of Nixon Peabody LLP + Jennifer Gillman of Gillman Strategic Group + Amy Leafe McCormack of McCormack Schreiber Legal Search + Gary Miles of Miles Partner Placement + Dan Binstock of Garrison.

Want?to?Invest?in Opportunity Zones? 5 Reasons to Target Low-Income Housing Tax Credits The QOZ tax benefit regime is aimed at attracting new sources of capital to under-developed neighborhoods in?need?of?investment. QOZs can provide tax benefits investors should consider. https://lnkd.in/dUPRSdSK

Hey Business Owner, Are You Using the Full Potential of Social Media Marketing? Social media is an important?component of modern marketing strategy.?Learn how America’s top companies are succeeding in this space and how you can use social media marketing to its full potential for the benefit of your business. https://lnkd.in/dP93K7SH ?

Financial Poise is pleased to announce that Corporate & Regulatory Compliance Boot Camp / Securities Law Compliance, a one-hour webinar, is now available on-demand https://lnkd.in/dD8i-iHC. Thank you to our speakers, Rafael Zahralddin of Lewis Brisbois + Rakesh Gopalan of Troutman Pepper + Stephen Hinton of Bradley Arant Boult Cummings LLP.

Should?You?Co-Invest? 10 Considerations for?Co-Investment SPVs When considering?co-investing in a venture capital SPV, it is essential to know the difference between quality opportunities and risky ones. Learn the 10 key considerations to help?you?navigate?co-investment SPVs and make smarter investment decisions. https://lnkd.in/dtFxx3FM

IRA Rollover Rules Have Big Consequences IRAs continue to be a large component of retirement savings, representing 35% of total investment assets. A rollover IRA allows investors to transfer their assets. 62% of IRA owners participate in rollovers. Given the popularity of both IRAs and IRA rollovers, it is important to understand the rollover rules so that you do not inadvertently lose tax-deferred status. https://lnkd.in/d9deXVQx