Sections
Extra
Social Menu
Business owners and company management do a wonderful job of telling their stories to outsiders such as bankers and investors. Not only that, they have a vast knowledge of their industry, its workers and financial status. The problem arrives when…
The Denver Broncos confirmed on Friday that their vice president of finance for the past seven years has left the organization. Jim Barlow, 51, had been vice president of finance for the Broncos since April 2003. Efforts Friday to reach…
All small business owners know that collection overdue accounts is especially difficult during a down economy. It's not the most pleasant part of being an entrepreneur, but not handling them expeditiously will almost certainly endanger your business's cash flow and…
I have found that some of the commonly accepted investment "advice" can be misleading, creating potential pitfalls for investors. Some of this misleading "expert advice" comes from such respected journals as Money Magazine or the Wall Street Journal. Let's look…
While the Federal Reserve has continued to keep rates near zero, the president of its Kansas City bank says the Fed will have to begin edging rates back up so the economy can achieve long-term health and stability. While Thomas…
(Editor's note: The first of two parts.) If you haven't been through the SEC's review and comment process before, it can be a bit scary. As regulators respond to cries for more scrutiny of public companies post-financial crisis, CFOs should…
There is a misconception that the federal research tax credit applies only to large corporations with labs, white coats and million-dollar research budgets. In fact, the credit can be used by a variety of companies in different industries and can…
A paper cup manufacturer sued for merely printing a patent number on its packaging? It happened last year when a Washington D.C. patent attorney sued the Solo Cup Company claiming that it was misleading the public by marking its products…
For golfers, a mulligan is a "do-over," typically of your drive on the first hole. However, even the most avid golfer may not know that a mulligan is also available for your Social Security benefits. If you are already collecting…
While many small businesses are in "survival" mode during the current economic downturn, there are still strategic decisions that can be made today which may have a positive impact on this year's bottom line. Small businesses account for 30 percent of…
On Jan. 1, a one year repeal of the federal estate tax, the generation-skipping transfer ("GST") tax, and a reduced tax rate for lifetime gifts went into effect. On Jan. 1, 2011, the federal estate tax and GST tax will…
A recent Wall Street Journal article stated that with unemployment hovering at 10 percent, about 20-23 percent of all US workers are now self-employed. If you have self-employment income or own a small company, it is important to be aware…
Recent attempts by Congress and the Federal Reserve Board to curb the excessive fees being charged by credit cards, banks, and finance companies have resulted in a punitive industry response with interest rates and fees climbing in almost every category.…
Creativity is coming from unusual places these days. I snipped this from David Levinson's blog post dated Feb 13, 2008, one of the earliest mentions of this topic (http://bit.ly/ma1Ur): "I'm proposing a National Infrastructure Reinvestment Bank that will invest $60…
Recent market activity has forced individuals to closely examine their investment strategies. Not only has the volatility provided an opportunity for people to evaluate how much risk they can withstand, it has also reminded them that financial health must be…
Cash-strapped business owners aren't the only ones suffering these days. Let's have a little sympathy for bankers. As a business owner, you may be distressed by tight credit but so is your banker. Bank officers used to attend networking meetings…
It's all well and good to build clean technology that powers the world and makes it better at the same time, but when trying to turn their invention into a business, people run headlong into their biggest challenge: financing. My firm…
Typically, financial advisors and tax consultants advise their clients to defer all income possible into future years to avoid paying taxes on earnings for as long as possible. However, 2010 should be looked at as a "tax waterfall" year, in…
Coloradans cannot turn on the television without coming face-to-face with the health reform debate in Washington. But with so many conflicting messages from different interest groups, it is hard to know what to believe. Over the past year, the New…
So you've decided to launch your business in a neighboring state. Terrific. Conquer that state and then the rest of the U.S. There's something to consider first, however, before you get in too much trouble: State tax laws. I know…
One of the most important items in estate planning is naming the fiduciary or fiduciaries who will execute wishes and manage assets after death, or at such time an individual is no longer willing or able to handle their own…
Like the old adage for investing that one should buy low and sell high, wealth transfer planning is most effective when asset values are depressed and interest rates are low. The current economic crisis has created an ideal opportunity to…
When evaluating credit card relationships and decisions, there are many items for small business owners to consider. One of the most important is the card-issuer relationship. This has become particularly important in the past 24 months. Financial institutions and credit…
One of my "Seven Steps to Financial Abundance" is "minimize your taxes." As 2009 draws to a close, there are several ‘to do" list items to ensure that your 2009 federal and state taxes will be as low as possible.…
