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Archive | Financial Services

Larry Katzen – Perspectives – REAL Business

Monday, December 18, 2017

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A Business World Massacre – What Can Happen When Government Needs A Scapegoat By Larry Katzen It remains one of the greatest travesties in the history of American business: In 2001, the 85,000 employees of one of the world’s largest accounting firms began losing their jobs in droves. Their employer had become tainted by its loose association with Enron Corp., a financial house of cards that was imploding and taking with it billions of dollars in employee pensions and shareholder investments. In 2002, accounting firm Arthur Andersen was convicted of charges related to Enron’s fraudulent practices. The charges had nothing […]

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Craig Steinhoff – Perspectives – REAL Financial Planning

Sunday, April 16, 2017

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What is Leadership? By Craig M. Steinhoff We’re not all “born” leaders. So how can we identify the skills and qualities to take our organization to the next level? Now that 2017 is upon us, its time to focus on making a fresh start. Develop personal and professional resolutions that you can accomplish. If you’re responsible for a team – either a stay-at-home mom running a household or a Corporate CEO running a multi-billion dollar entity, focusing on your leadership skills is likely a great place to start. Creating good systems for your team or drawing up effective operational guidelines […]

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Craig Steinhoff – Perspectives – REAL Financial Planning

Tuesday, January 17, 2017

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Post-Election Tax Planning By Craig M. Steinhoff Are we in store for monumental changes to the tax code with the new administration? The election of Donald Trump will have a significant impact on my clients – especially their tax planning. It appears very likely the federal gift and estate tax will be repealed. We may be seeing a capital gain tax at death like there is in Canada or no basis step up at death. Additionally, the IRS’ proposed regulations released in August that would eliminate discounts for lack of marketability and lack of control of closely held business interests […]

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Craig Steinhoff – Perspectives – REAL Financial Planning

Tuesday, November 15, 2016

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Plan Your Legacy By Craig M. Steinhoff For most, estate planning is more about how assets are transferred to heirs than assessing taxes. Maybe Tony Soprano was living dangerously, but no one expected James Gandolfini to die at age 51, including Gandolfini. The popular actor who played the lead role on the long-running cable TV series “The Sopranos” left behind an estate valued at more than $70 million. But his will was so poorly planned that nearly half of it is likely to go to the IRS. When the flame went out for Prince, the international pop star was 57 […]

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Sara Hand Perspectives REAL Collaboration

Friday, April 19, 2013

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Riverwalk 2013 Stone Soup! By Sara Hand Several years ago the world, or at least our world, went through an economic upheaval that experts say will take 15-20 years to recover to some new sense of normal. So we reeled in shock and cried at the scandal as friends and family lost so much they had worked their whole lives for. We breathed deeply as oil threatened our beaches and natural disasters struck our neighbors. Yet the truth is, as Americans there is a resilience that runs through us, as always. When it comes down to it, again and again […]

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Sara Hand Perspectives REAL Early Stage Companies

Monday, February 18, 2013

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REAL Early Stage Companies By Sara Hand In working with early stage companies there are several key challenges that, unless addressed, can make customer and investor acquisition more difficult. ONE: A unique value proposition You have certain characteristics, a uniqueness which makes you different from other people…

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Sara Hand Perspectives Global Entrepreneur

Wednesday, December 19, 2012

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Global Entrepreneur By Sara Hand Global Entrepreneurship Week (GEW) – ran from November 12th through 18th where more than 100 countries across 6 continents participated in more than 30,000 total activities! Launched in 2007 by Carl Schramm, President and CEO of the Kauffman Foundation and Gordon Brown, former Prime Minister of the United Kingdom; this “movement” has grown significantly since its inception. With the strategic aim to foster innovation and creative leadership accompanying the spirit of entrepreneurship across the globe in young people; students, educators, entrepreneurs, business leaders, non-profits, government officials and more engage each year.

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Sara Hand Perspectives What’s Hot? Entrepreneurs

Thursday, November 1, 2012

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What’s Hot? By Sara Hand What do words like education, network, virtual, job growth, support, incubator, accelerator, angel, pitch, and VC all have in common? They all connect to a term you see thrown around a lot lately. Across headlines – print and digital – the buzz is about “entrepreneurs.” So what’s all the interest in this word that spell check loves?

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Sara Hand Perspectives The Gulf Coast Venture Forum

Friday, September 14, 2012

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The Gulf Coast Venture Forum By Sara Hand Photo by Lori Sax We already know that Southwest Florida (SWFL) is a great place to retire. Yet more than just a place to retire, golf and fish; SWFL has also become a place where entrepreneurs looking for quality lifestyle are choosing to build their businesses and choosing to relocate. With many of these companies at an early stage of development and often pre-revenue, they may not yet be headliners for news. However, in an economic climate that becomes more and more entrepreneur friendly, it won’t be long before they do become […]

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International Buyers And Currency By Laura McLoughlin

Tuesday, October 5, 2010

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The International Buyer And Currency Exchange – A Predictable Trend? By Laura McLoughlin The anticipated report ‘The 2010 NAR Profile of International Home Buying Activity’ has just been released and provides interesting reading. Anyone involved in the real estate market over the past couple of years would probably have been looking to diversify their service offering and marketing efforts given the slow down in the housing market and general economic conditions. More and more real estate professionals looked globally, recognizing that ‘foreign nationals’ represented a big market share. The National Association of Realtors also recognized the buying power of non-residents […]

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A Guide to Financial Fitness IV By Rhonda Coblentz

Friday, January 22, 2010

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A Guide to Financial Fitness – Part IV By Rhonda Coblentz “Ragnar was a ninth century Norse king. He was a pirate, a raider, a conqueror, an explorer, and a wild man. The tough, fearless, rugged attributes of this Norse king are shared by all who participate in a Ragnar Relay.” Excerpted from www.ragnarrelay.com New Adventures After conquering a marathon, I decided to try an adventure race. In November, I joined a team of 11 others for the Florida Ragnar Relay, a wild and wooly race spanning 31 hours and 204 miles. My part in the race was three separate […]

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A Guide To Financial Fitness Part III By Rhonda Coblentz

Tuesday, December 15, 2009

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A Guide To Financial Fitness Part III By Rhonda Coblentz After running my first marathon, my confidence was at an all-time high. I had overcome the “impossible” and finished! Always pushing myself to the next level, this year I set a new goal—to run a race in the mountains. Training in Florida on our sea-level, flat terrain is a completely different animal than running up and down steep hills.  But nothing was out of reach for me now; my euphoria and my legs could take me anywhere. About a month before the mountain race, an illness landed me flat on […]

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A Guide to Financial Fitness Part II By Rhonda Coblentz

Monday, November 23, 2009

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A Guide to Financial Fitness – Part II By Rhonda Coblentz I am a recovering couch potato. In March 2008, I finished my first marathon. There I was, remote control in hand, when I saw the commercial for the Sarasota Marathon. Two thoughts struck immediately: “I wonder if I can do that,” and “I can’t do it on my own.” Call it a moment of inspiration or one of insanity, but I called the race organizer and inquired about a coach. It was a crossroads, a choice to begin something new—to become an overcomer. At first, my goal was to […]

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A Guide to Financial Fitness By Rhonda Coblentz

Tuesday, September 29, 2009

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A Guide to Financial Fitness By Rhonda Coblentz Part one of a four-part series on your financial fitness. Imagine if you were as healthy and fit as…well, say, that guy you saw in the gym. You know, the one with the six-pack abs and the tan. Or that woman running on the beach. Sure, she was probably over 50, but she had the body of a woman half her age. Healthy, strong…she probably sleeps great at night. What’s her secret? How did he get started? More importantly, where do I begin in my own journey to fitness? A few quick […]

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