Custom Content | Trusted Advisors

Click Here To Become a Trusted Advisor

---

Thoreen, Chau

HOLLAND & KNIGHT LLP Thoughtful Estate Planning – Is It Really Necessary? The short answer is yes, but it’s not a straight path to the goal. The modern family structure continues to evolve from the Leave It To Beaver days to a more complex version of the Brady Bunch, with blended families made up of stepsiblings, half-siblings, and exes from multiple marriages and non-marital relationships... Read More.

---

Brown

FIRST BANK Downsides and Challenges to Growth Typically, growth and expansion are indicators of a healthy business. However, there are typically many misconceptions and a greater story behind those growing businesses. It may be easy to get caught up in others’ success stories... Read More.

---

Abramowitz, Bluth

INTREPID INVESTMENT BANKERS Diagnosing Healthcare M&A for the Rest of 2019… Healthy or Sick? Intrepid’s Healthcare team routinely interacts with strategic buyers and private equity investors active in the sector, which gives it a unique insider’s perspective on the pulse of the market. We’ve completed three transactions... Read More.

---

Seifert, Dierberg

FIRST BANK Tips for a Successful Leadership Transition It can be hard to let go. Whether it’s your own business, or you’ve been entrusted with leading a business, you invest so much to ensure its success. When it’s time to move on, you want to not only make sure the impact of all your hard work carries on... Read More.

---

Collias, Lawrence

LOCKTON New Ruling Promotes Fairness & Cost Effective Solutions to Construction Defect Claims Developers and builders have long struggled with costly lawsuits brought by homeowners. Many construction defect complaints are filed by attorneys who simply cut and paste the name of a builder onto a pre-prepared form, overinflating defects without regard to actual issues... Read More.

---

O'Neil

CBIZ and MHM The Challenge with EBITDA With the stock market wobbling and global economic and political instability on the rise, savvy investors will look beyond their stock portfolio for liquidity in 2019... Read More.

---

Diamond

CBIZ and MHM Biotech Companies Need Creative Funding Solutions With the stock market wobbling and global economic and political instability on the rise, savvy investors will look beyond their stock portfolio for liquidity in 2019... Read More.

---

Weiss, Roderick

LOCKTON Insurance Due Diligence Matters Companies involved in M&As understand the importance of financial due diligence to ensure knowledge of assumed obligations, the nature and extent of a target’s contingent liabilities, real and intellectual property issues, litigation risks and more... Read More.

---

Hillier

BORRO PRIVATE FINANCE The 5 Top Myths of Luxury-Asset Lending Unmasked With the stock market wobbling and global economic and political instability on the rise, savvy investors will look beyond their stock portfolio for liquidity in 2019... Read More.

---

Rahimian

PARKVIEW FINANCIAL Construction Costs Keep Rising Commercial construction projects are at all-time highs in terms of dollar volume. Across the country, projects are cropping up at breakneck speeds with the sightline of many downtown areas overflowing with cranes.... Read More.

---

Sehgal

GREEN HASSON JANKS U.S. Tax Law Changes: How Does This Impact Your Business? This has been a monumental year in the area of U.S. federal and state and local taxes. We started 2018 strong managing the impact of the late December 2017 passing of historical federal income tax legislation, and then in June 2018, the U.S. Supreme Court ruled... Read More.

---

Nethercott

FIRST BANK The Value of a Proper Balance Between Your Business and Your “Giving Back” Philosophy Surrounding myself with the best has always been a strategy I have executed. This not only applies to my professional life, but it also applies equally to my “giving back” philosophy... Read More.

---

Hostovich

LOCKTON Are You Still Operating Business As Usual? Managing risk has become increasingly complex for law firms as they continue to evolve into large, global practices and face similar issues as any Fortune 500... Read More.

---

Rosenkranz

CBIZ and MHM How Los Angeles-Based Investments Can Cut Your Capital Gains Tax The tax reform act commonly known as the Tax Cuts and Jobs Act (TCJA) created the Qualified Opportunity Zone (QOZ) program, a unique tax incentive program for investments in designated low income communities... Read More.

---

Claver

FIRST BANK How Charity Can Benefit your Family and Society When it’s Time to Sell your Business An exit strategy for any business owner is just as important as the plan that keeps the business running and profitable. For closely-held businesses, deciding whether to sell and to whom is essential... Read More.

---

Reese, Albarian

LOCKTON California’s Sweeping Consumer Privacy Law - What companies need to know to mitigate their risk. On the heels of the EU’s General Data Protection Regulation (GDPR), California passed the strictest privacy law in the country, giving consumers unprecedented control over their personal data and imposing new penalties on businesses that don’t comply... Read More.

---

Forry

FB Corporation US Headquarters of Foreign Businesses Major US Tax Reforms apply effective 2018 to all US businesses and investors – but they also apply to US headquarters of foreign businesses and investors... Read More.

---

Dierberg

FB Corporation For Long-Term Success in any Business, Think Like a Farmer For those of us who live and work in cities, the world around us is the ‘here and now.’ Everything is new. We work in office buildings that are probably younger than most of the people working in them... Read More.

---

Slouber

CBIZ and MHM How the New Tax Law Affects Private Equity & Venture Capital Companies Considerable changes are coming to the private equity and venture capital industries under the new tax law informally called the Tax Cuts and Jobs Act (TCJA). Provisions generally take effect... Read More.

---

Zinn

FIRST BANK What is the Value of My Deposits? Banks may be one of the most misunderstood institutions in the world, despite being heavily regulated. They advertise terms like “safe and secure,” yet... Read More.

---

Nethercott

FIRST BANK The Importance of a Holistic Trusted Advisory Team There are many recommendations regarding who you should look to as your trusted advisor. As a business owner, the first place to start is by aligning... Read More.

---

Sehgal

GREEN HASSON JANKS Tax Reform Highlights On December 22, 2017, President Trump signed the “Tax Cuts and Jobs Act” (“The Act”) into law. The Act constitutes the most massive reform of the Internal Revenue Code (IRC) since 1986.... Read More.

---

Wilson-Jones

RSM US LLP RSM Manufacturing Monitor Survey Results Overall, the outlook for the manufacturing industry is largely positive, according to the 2017 RSM Manufacturing Monitor... Read More.

---

Joaquin

RSM US LLP Four Tax Issues Driven by Organic Growth Success often means pursuing growth outside your original operational footprint. Once you start crossing borders, whether by establishing a physical presence or by selling into new markets, your tax challenges multiply... Read More.

---

Brown

FIRST BANK What Does Trusted Advisor Really Mean? Often, the term “trusted advisor” is used in the business world. In fact, it’s so widely used that many may not truly understand what it means. Russ further emphasized the synergies: “We are trial... Read More.

---

Casey

RSM US LLP Manufacturers can stay competitive with more strategic IT planning It is a common scenario… A manufacturer’s legacy accounting and business management system is essentially a series of independent spreadsheets, which are difficult to maintain and often accurate for only one or two weeks... Read More.

---

Zinn

FIRST BANK Recourse vs. Nonrecourse Commercial Real Estate Financing Generally, all income-producing properties, excluding unimproved land, are considered commercial real estate (CRE). The two financing options for CRE are recourse and nonrecourse loans... Read More.

---

Jeong

FIRST BANK Managing with Decreased Profit Margins Many business owners face challenges to keep profit margins positive and cash flows in balance. While some factors can be internally managed, there are uncontrolled external factors that... Read More.

---

Claver

FIRST BANK Holistic Wealth Management Offers Comprehensive Guidance for Busy Executives Successful executives have mastered the art of surrounding themselves with trusted advisors. These trusted consultants are often their attorney, CPA, and financial advisor, skilled at providing specialized advice guiding them toward making informed financial decisions... Read More.

---

Farhart, Canale

HOLLAND & KNIGHT Preventing, Managing and Resolving Potentially Devastating Cyberattacks Recent highly publicized cyberattacks, including WikiLeaks’ dump of CIA documents in early March and the hack of the Democratic National Committee in 2016... Read More.