FTC Safeguards Compliance Program
Prepare for audits with confidence. Our Cybersecurity Compliance experts offer guidance, support, and feedback, covering attestations, risk assessments, documentation, and more.
Financial content should educate, not intimidate. But when you’re the expert, it can be difficult to get all your ideas out of your head or break down everything you know into layman’s terms. All too often, jargon-filled content ends up alienating the very people it should be serving.
Whether your clients are recent grads just starting to manage their own money or sophisticated investors dipping their toes into an unfamiliar industry, I create content that simplifies complex topics and conveys your value.
I’ve written about personal finance, real estate investing, taxes, and more for clients ranging from fintech start-ups to private equity to full-service financial firms.
If you're a company in the financial industry and you need help with case studies, SEO web content, thought leadership, or other written content, let's talk.
Contact me at [email protected].
Prepare for audits with confidence. Our Cybersecurity Compliance experts offer guidance, support, and feedback, covering attestations, risk assessments, documentation, and more.
As we roll into tax season, a tax credit that began in the early days of COVID is back in the news, offering small businesses both the opportunity to save money … and the potential for problems. The Employee Retention Tax Credit (ERC) was designed to reward small businesses that kept their employees on payroll during the COVID-19 pandemic. By essentially reimbursing companies for money spent on salaries, even those companies that didn’t owe federal income tax, it was one of the most...
The future looks bright for SaaS companies that specialize in field service management (FSM). These companies provide software that help businesses of all sizes streamline and improve their field operations, from scheduling and dispatching to estimates and invoicing.
The Role of Data Analytics in Value Creation One of the biggest challenges faced by operating partners as part of their value creation process is being able to extract the data necessary to make the best decisions for increasing a company's value.
The energy transition has resulted in the need for substantial increases in certain minerals that are critical to its success. Resource Capital Funds (RCF) has been investing in most of these minerals for decades and we have a keen understanding of some of the challenges that expanding production will create.
EdTech aims to improve people's lives through education and is therefore aligned with ESG by its very nature. But the past two years have thrust the entire industry into the spotlight with new intensity, bringing the EdTech/ESG conversation to the fore.
If "budgeting" sounds about as much fun as "dieting," it's probably because most of us approach saving money the same way we approach losing weight. We start off excited about a worthy goal-be it a healthy bod or a healthy bank account-but when progress is slow or we feel deprived, there's a very human tendency to give in to temptation.
Congratulations! You've filed your articles of organization, appointed a registered agent, paid the required fees, and you're the proud owner of your very own limited liability company! Now it's time to make sure you maintain it. You probably chose an LLC business structure for its tax and liability benefits, but your LLC can't help you if it's too weak to stand up to scrutiny.