Financial Poise

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

Cybersecurity Best Practices: Guidelines for Breach Prevention and Response Enhance your business’s cybersecurity by following reasonable measures and best practices. Learn how to protect personal data, respond to data breaches, and comply with legal requirements. Stay secure and compliant in the digital age! https://lnkd.in/dWheAyyj

Financial Poise is pleased to announce that Insurance For The Business Owner – 101 / Personal Lines for the Business Owner/Executive, a one-hour webinar, is now available on-demand https://lnkd.in/ddvqC4r2. Thank you to our speakers Gary Kirshenbaum, of Alera Group, Inc., + Jonathan Mayotte, CIC of thorntonpowell + Lee Burke of Burke, Bogart & Brownell Inc. + Ken Sidlowski of The Horton Group, a Marsh & McLennan Agency LLC Company.

Attorneys, Accountants, and other Trusted Advisors: If your firm subscribes to West LegalEdcenter, you may want to attend our upcoming webinar, GROWING YOUR ORIGINATIONS / How to Become a Marketing-based Rainmaker. Premiering on 12/5/24 and available on-demand thereafter, the webinar will be moderated by Steve Fretzin, of FRETZIN, INC., and will feature as panelists: Christopher Melcher of Walzer Melcher & Yoda LLP + Brett Trembly of Get Staffed Up + Joshua Baron of SB Legal. The registration link to attend this webinar is https://lnkd.in/erzGb5g If you speak with anyone who’s a lawyer, you may have heard the phrase, “We never learned this in law school.” Lawyers are not alone in their feelings about the lack of training on the business side of growing a professional services organization. Topics like branding, marketing, and business development (sales) are rarely brought up until someone elevates from within their firm or company. Only then are they appointed the responsibility to go after business. In this highly interactive webinar, top experts in professional services marketing share their best DIY secrets for growing your brand and driving more business. This webinar is delivered in Plain English, understandable to you even if you do not have a background in the subject. It brings you into an engaging, even sometimes humorous, conversation designed to entertain as it teaches. And it is specifically designed to be viewed as a stand-alone webinar, meaning that you do not have to view the other webinars in the series to get a lot out of it. If you do not subscribe to West LegalEdcenter, you may watch this webinar on-demand on FinancialPoise.com within a few weeks after its premiere on West. To stay informed about all Financial Poise webinars and for excellent articles at no cost about all topics of continuing education for business owners, executives, investors, and their respective trusted professional advisors, subscribe for free today to Financial Poise Weekly- https://lnkd.in/gUjAr6Y3 We never sell or otherwise share our subscribers' information, and once you subscribe, you will never have to pay for your subscription even after we begin to charge new subscribers.

New On Demand: Ethical Issues in Real Estate-Based Bankruptcies! We're excited to announce that the complete series on Ethical Issues in Real Estate-Based Bankruptcies is now available for you to watch at your convenience! This series delves into the complexities and ethical challenges that arise in real estate bankruptcy cases. Whether you're an attorney, insolvency practitioner, or involved in real estate finance, these webinars provide crucial insights to navigate the ethical landscape effectively. Topics Covered: Single Asset Real Estate Cases Insider Lease Agreements Valuing Real Estate Assets Check out the complete series here: https://lnkd.in/dAq93uGy

Attorneys, Accountants, and other Trusted Advisors: If your firm subscribes to West LegalEdcenter, you may want to attend our upcoming webinar, ETHICAL ISSUES IN REAL ESTATE-BASED BANKRUPTCIES 2024 / Valuing Real Estate Assets. Premiering on 11/21/24 and available on-demand thereafter, the webinar will be moderated by Rafael Zahralddin , of Lewis Brisbois, and will feature as panelists: Peter Feinberg of @Law Offices of Peter D. Feinberg + Oderah C. Nwaeze of Faegre Drinker + PIA THOMPSON ?? of lawesomeGC + Ellisa Habbart of The Delaware Counsel Group LLC. The registration link to attend this webinar is? https://lnkd.in/eutts7NY. So, you have decided on the form of business entity, whether it is a corporation, LLC, or even a non-stock/non-profit. Like any well-oiled machine, it is not enough to set it up, now you have to keep it in working order.? Corporate compliance is what you do after forming an entity to make sure the business remains in good standing with specific state law requirements. This webinar discusses how to maintain compliance with various state law requirements, including Delaware. Notice requirements and best practices on recording meetings will be reviewed, including which communications are protected by the attorney-client privilege and which ones are not. The importance of maintaining separate business and personal assets is analyzed. By-laws are analyzed, including how action is taken, whether by proxy, consents, resolutions, voter agreements, including the impact of technology on corporate action. Corporate compliance and ethics programs are discussed, including best practices; in particular, who should be a part of the reporting structure and who should not. This webinar is delivered in Plain English, understandable to you even if you do not have a background in the subject. It brings you into an engaging, even sometimes humorous, conversation designed to entertain as it teaches. And it is specifically designed to be viewed as a stand-alone webinar, meaning that you do not have to view the other webinars in the series to get a lot out of it. If you do not subscribe to West LegalEdcenter, you may watch this webinar on-demand on FinancialPoise.com within a few weeks after its premiere on West. To stay informed about all Financial Poise webinars and for excellent articles at no cost about all topics of continuing education for business owners, executives, investors, and their respective trusted professional advisors, subscribe for free today to Financial Poise Weekly- https://lnkd.in/gUjAr6Y3 We never sell or otherwise share our subscribers' information, and once you subscribe, you will never have to pay for your subscription even after we begin to charge new subscribers.