The balance sheet provides basic insight into the health of a business and is used to evaluate risk and sustainability.


#AccountingAuditingTaxation #BusinessFinance #BusinessManagement #BusinessOperations #SmallBusiness
www.financialpoise.com/understanding-the-balanc...

Post-divorce philanthropy can be a way to give back to the community and also a financially sophisticated way to reap a few tax benefits.


#AccountingAuditingTaxation #FamilyDynamics #PersonalFinance/Investing
www.financialpoise.com/charity-or-s...

Despite how often it is used, many treat EBITDA as shorthand for ‘cash flow’ without fully understanding what it actually does and doesn’t measure.


#AccountingAuditingTaxation #BusinessManagement #BusinessOperations #FinancialLiteracy #SmallBusiness
www.financialpoise.com/understandin...

An effective response to the death of an employee combines empathy with a process grounded in applicable statutes, plan documents, and regulatory requirements.


#AccountingAuditingTaxation #BusinessLaw #Employment&LaborDynamics #HR
www.financialpoise.com/what-employe...

This latest episode unpacks the CFM Insurance decision, spotlighting the complexities of captive insurance arrangements and the IRS scrutiny of them.


#AccountingAuditingTaxation #BusinessFinance #BusinessLaw
www.financialpoise.com/tax-stuff-yo...

To defer taxes with a 1031 like-kind exchange, you have to be prepared to move quickly.


#AccountingAuditingTaxation #AccreditedInvestors #FinancialManagement #Investors #RealEstate
www.financialpoise.com/replacement-...

When it comes to mergers and acquisitions (M&A), the structure of the deal often determines whether the transaction succeeds or fails.


#AccountingAuditingTaxation #BuyingaBusiness #MergersAcquisitionsIntegrations #RiskManagementandRiskAnalysis
www.financialpoise.com/structuring-...

Private company valuations hinge on control and liquidity. Minority and marketability discounts impact taxes, disputes, and deals.


#AccountingAuditingTaxation #BusinessTransitionandExitPlanning #BuyingaBusiness #SellingYourBusiness #SmallBusiness #Valuation
www.financialpoise.com/minority-and...

Overlooking the basics when forming a business can mean losing control of your vision, locking yourself into investor terms, or facing co-founder disputes.


#AccountingAuditingTaxation #BusinessTransitionandExitPlanning #Governance #StartUps&Entrepreneurship
www.financialpoise.com/6-legal-and-...

1031 exchanges aren’t just a crucial tool to help investors defer taxes; they also help to stimulate the broader US economy.


#AccountingAuditingTaxation #AccreditedInvestors #FinancialManagement #Investors #RealEstate
www.financialpoise.com/1031-exchang...

Wage and hour compliance isn’t just about cutting checks on time. Missteps in proper compliance can cost employers thousands in backpay, double damages, and attorneys’ fees.


#AccountingAuditingTaxation #BusinessFinance #BusinessLaw #BusinessManagement
www.financialpoise.com/show-them-th...

Maintaining a business’s financial health necessitates a deep dive into cash flow and the key performance indicators (KPIs) that influence it.


#AccountingAuditingTaxation #BusinessManagement #BusinessOperations #FinancialAnalysis
www.financialpoise.com/making-metri...

A 1031 exchange can offer tax benefits to real estate investors, so long as you follow the various rules and processes for an exchange.


#AccountingAuditingTaxation #FinancialManagement #Investors #RealEstate #Taxes
www.financialpoise.com/putting-off-...

A thorough business valuation is critical in helping investors distinguish between a good and bad investment. 


#AccountingAuditingTaxation #DueDiligence #FinancialAnalysis #MergersAcquisitionsIntegrations #Valuation
www.financialpoise.com/3-approaches...

Even the smartest people in the room can be easily distracted by shiny, pretty things during a business valuation proceeding.


#AccountingAuditingTaxation #DueDiligence #FinancialAnalysis #MergersAcquisitionsIntegrations #Valuation
www.financialpoise.com/?p=61042

If you’re looking to invest in real estate, start with this glossary of real estate terminology so you can follow the conversation.


#AccountingAuditingTaxation #FinancialAnalysis #FinancialLiteracy #Investors #RealEstate
www.financialpoise.com/real-estate-...

For business owners and investors, a balance sheet is a critical tool for spotting red flags, gauging stability, and making smarter decisions.


#AccountingAuditingTaxation #BusinessFinance #BusinessManagement #BusinessOperations #SmallBusiness
www.financialpoise.com/how-to-read-...