In part two of this three-part series, Mark and Steven Bowles continue to break down the essentials of Buy-Sell Agreements. In this segment we pick up where we left off about valuation methodologies, what happens if a partner becomes disabled and can no longer contribute to revenue generation, what professionals are involved in the process of drafting a buy-sell agreement.

In this three-part series, Mark is joined by Steven Bowles, owner of Catalyst Advisory, to break down the essentials of Buy-Sell Agreements. Mark and Steven cover the basics—what a Buy-Sell Agreement is, who needs one, the events that trigger it, and how value is determined. A concise, practical introduction to why every business owner should understand this critical planning tool.

In part two of this two-part series, Mark picks up where he left off on tax planning—staying informed on current and future tax bills, eliminating surprises, sharing key information with your consultant to support informed decisions, and putting money aside to prepare for estimated payments.

This week, Mark gets real about The Reality of Paying Taxes. In Part 1 of this 2 part series, Mark breaks down best practices for: making estimated tax payments, when and how you can defer what you owe, what’s truly within your control (and what isn’t), and how smart tax planning can save you stress—and money. 

Tune in for practical insights, a few laughs, and a much clearer picture of how to navigate your tax responsibilities.

In part two of this two-part series, Mark and Mike Bell dive deeper into fiduciary responsibility and what it really means to work with a dual agent. They also explore the impact of proper staging, digital layouts, and the role open houses play.

In this episode, Mark is joined by real estate broker and author Mike Bell.  Mike share his expertise on residential real estate sales, including the role of AI in home sales, how to choose the right agent, and what dual agency really means. It’s a practical, insight-packed conversation for both buyers and sellers.

As we enter Q4, this new multi-segment series explores two key topics that often come up this time of year: tax planning strategies and year-end bonus options for employees.

In the third and final segment of this multi-part series, we wrap up our discussion on year-end bonus options for employees and Q4 tax planning strategies.

As we enter Q4, this new multi-segment series explores two key topics that often come up this time of year: tax planning strategies and year-end bonus options for employees.

In this second segment, we’ll dive into cost-saving models for subscriptions, reimbursable expenses, and year-end bonus tips to help you make the most of the final quarter.

As we enter Q4, this new multi-segment series dives into two common topics of concern this time of year:  tax planning strategies and year-end bonuses options for employers.  In this first segment, we’ll kick off the discussion with practical insights and expert tips to help you make the most of the final quarter.

In this episode we discuss how couples with different spending habits and financial goals can successfully manage their money together. This episode brings to light some financial topics that many couples avoid discussing, but by having a partnership mentality, such discussions can help create financial harmony within the household.