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Equity Sharing 101 for Startups

Equity Sharing 101 for Startups Guard: “The warden would like to make a little investment in your production.” Bloom: “Tell him he owns 50% of the show.” Last scene from The Producers (original version) So, another week has passed and I am reflecting on the content of meetings with new clients and prospects. Not surprisingly,...
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U.S. Signs Agreement with Costa Rica to Fight Offshore Tax Evasion

U.S. Signs Agreement with Costa Rica to Fight Offshore Tax Evasion Costa Rica is not only a place where we all dream about purchasing that vacation getaway while we watch a “House Hunters International” marathon on a lazy Sunday morning. It was a place where many Americans hid money in offshore accounts, until recently. The...
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Perfect Pitch – Get Your Mechanics Right!

Perfect Pitch – Get Your Mechanics Right! Moses: The Lord, the Lord Jehovah has given unto you these fifteen… [drops one of the tablets] Moses: Oy! Ten! Ten commandments for all to obey! From the movie History of the World It seems popular to use lists to convey ideas and 10, for some reason, is...
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Finance That Matters Winter 2013

Finance That Matters Winter 2013 Investment Migration I tell my New York City resident clients, “You may live in a high tax state but your investments don’t have to.” Intangible assets, like stocks and bonds, can be moved to a separate taxable entity in a low or no-tax state like Delaware or Nevada. This type...
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Another Investor in Trader Clothing

Another Investor in Trader Clothing Back in October I blogged about Mr. Endicott who got himself embroiled in a skirmish with the IRS over his status as a trader or investor for tax purposes -[https://frankandtothepoint.com/2013/10/09/clearing-back-the-brush-between-trader-and-investor/]. The Tax Court took a detailed look at Mr. Endicott’s activities, counting his trading days, number of trades, calculating an...
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The Next Great Frontier For Asset Gathers

The Next Great Frontier For Asset Gathers If you’ve ever investigated variable annuities or variable life insurance you know that the investment options consist largely of “mutual funds.” For some years now the large U.S. mutual fund companies have offered both retail funds and funds offered solely to insurance company separate accounts (i.e., “insurance dedicated...
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How Can I Get a Loan?

How Can I Get a Loan? Quote- Show me the money! –  Jerry Maguire For years, entrepreneurs have known that you need time, people and money to make a business successful… and getting enough of each is always a challenge.  It is impossible to control time and the right person may be difficult to find,...
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How Do I Prepare My Business for Sale?

How Do I Prepare My Business for Sale? Quote – “Nobody expects The Spanish Inquisition!” – Cardinal Ximenez, Monty Python Series 2, Episode 2 For those who have heard from a friend or colleague who successfully sold their business, certain details surrounding the process itself sometimes get omitted.  The endless series of questions, the mountains...
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