With the For The 99.5% Act proposal, estate tax and capital gains tax are expected to rise drastically starting in January 2022. Several tax benefits might also be eliminated. What can you do now to minimize the impact of this act on your estate planning? Derek Myron and Kyle Malmstrom answer this question in this …

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Insurance is a necessary risk management tool, but many business owners struggle with finding the right coverage, carrier, and riders, to meet their unique business.  But when a claim happens, who is on your side to navigate the complex and often misunderstood claims process? In this episode, Jonathan Freeman is joined by Pamela Holden, Vice …

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Selling your business to private equity firms might get you the highest sale value. But, it might not be ideal for your employees. In part one of this two-part series, join Kyle Malmstrom and Roy Farmer, Managing Director at Business Transition Advisors, as they talk about a highly effective tool for exit planning –– Employee …

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Most business owners don’t realize the importance of compliance until they take their business to the market and are bombarded with questions from prospective buyers. In part three of our M&A series, Derek Myron joins Paul Johnson, partner at Procopio, to discuss the key legal aspects of every M&A deal. Join them as they address …

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The sale of a business is probably the most important transaction for every business owner and their family. It’s a life-changing event. In part two of this M&A series, Derek Myron talks to Eliot Peters, managing director at RA Capital Advisors, to explore the growing opportunities in the M&A space. Considering that interest rates are …

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Now that we’re through the elections, and the Senate runoff, it’s time to look at the expected tax and estate law changes coming down the line under the new administration. In this episode, Derek Myron and Kyle Malmstrom discuss some of the major tax changes expected to be announced in the coming years. They dive …

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Business owners in California: Do you plan to sell your business in the near future? If so, we have a way for you that can help you minimize taxes – the ING trust. But hurry up, because this option might not be available next year to California residents! In this episode, Kyle Malmstrom is joined …

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Optima Office provides their clients with fractional CFOs, accounting services and HR services to help drive profits and reduce risks with their tailored business solutions.   In this episode, Jonathan Freeman speaks with Jennifer Barns, CEO and Founder of Optima Office to discuss her inspiring story of how she started her business, the growth she’s experienced …

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Whether it’s for employee retention, tax planning, or a combination of the two, creating a retirement plan for yourself and your employees is a cornerstone of planning as a business owner.  In this episode, Kyle Malmstrom speaks with Tom Burns, president at Premier Plan Consultants, to discuss the business retirement planning process. Tom explains the …

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When it comes to marketing, businesses need to  constantly evolve to keep up with new trends and techniques that will help attract prospects to their product or service. With the global shutdowns and necessary transformation to doing business in a virtual environment, some business owners have been able to adapt and in some cases thrive. …

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