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Vital Tips For Small Businesses And Entrepreneurs During Covid-19  

YoungUpstarts

How can businesses take the right steps to ride out volatility and rebalance portfolios? Titus III, CPA/PFS, AIFA is the founder of AMDG Financial and AMDG Business Advisory Services in 2002. On my website, you’ll find an article I wrote on the 10 key questions to ask a financial adviser.

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Metrics: A double edged sword

The Equity Kicker

Calculating an accurate CPA by channel is a good example of something that sounds simple, but is notoriously difficult in practice. Last night, I was talking with one of our portfolio companies which is particularly well run. So entrepreneurs do the best they can, and develop proxy metrics.

Metrics 87
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The Tax Advantages To Investing In Oil And Gas Your CPA’s Probably Never Heard Of

YoungUpstarts

But chances are, your CPA hasn’t mentioned it. That’s because, like doctors, CPAs specialize. How to Bring Up Oil and Gas with Your CPA. And that’s why it’s important to have a candid discussion with your CPA to go over your individual portfolio and determine what investments make the most sense for you.

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Microcredentials for the Effective Venture Capital or Private Equity Investor

David Teten

I’ve also published research here on private equity , venture capital , hedge funds and mutual funds , and angel investing , as well as on fund management : origination , due diligence , investment research , and portfolio acceleration. You can also always earn a MBA, CPA, and/or CFA.). CONFERENCES. PROGRAMS/DEGREES.

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Tax Credits for Startups in New York State

David Teten

Our CFO Alex Katz just sent out a memo to our portfolio, attached below, about 2 tax credits available to companies that do business in New York State. For background, we rarely see a CPA come to us with a startup idea. Photo courtesy Shedboy.).

New York 138
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6 Things Female Business Entrepreneurs Must Know Before They Start That Startup

YoungUpstarts

They don’t want to look at a portfolio or profit-and-loss statement because they don’t understand the math. Most women are afraid of the numbers.

France 165
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[Interview] Ed Rempel, Certified Financial Planner, Founder Of Unconventional Wisdom

YoungUpstarts

Ed Rempel is a CPA and a fee-based financial planner who writes and is frequently quoted on investment issues and trends. In addition to the salary/dividend issue, whether to invest inside their corporation, and how much they need to save, their plan should include diversifying a retirement portfolio with other investments. .

Founder 133