If you’re the founder of a public company, a long-term employee with accumulated stock options, or an early investor in a highly successful company, it’s likely that you have a concentrated stock position. So, what should you do when a major portion of your wealth is tied up in a single stock? Sean Clark, Director … Read More Read More
Do you want to diversify your portfolio by investing outside of the U.S. markets? If yes, then it is time to take a look at private equity investment opportunities in one of the biggest emerging markets — India. In this episode, Derek Myron is joined by Manu Rikhye, partner at GrowX Venture Management. They talk … Read More Read More
Once you understand cryptocurrency and its different applications, the next big question is: How can you start investing in it? In part two of this two-part miniseries, Kyle Malmstrom is back with Matt Hougan, Chief Investment Officer at Bitwise Asset Management, the world’s largest crypto index fund manager. They walk you through the different platforms … Read More Read More...
The cryptocurrency industry has grown tremendously in recent years, gaining interest from investors all over the world. Yet, if you have no idea what cryptocurrency is and how blockchain technology works, you’re not alone! In part one of this two-part miniseries, Kyle Malmstrom speaks with Matt Hougan, Chief Investment Officer at Bitwise Asset Management, the … Read More Read More...
The Build Back Better Act has recently been passed by the U.S. House of Representatives. While it is yet to become a law, there are steps you can take today to minimize the legislative proposal’s impact on your wealth transfer, in case it is passed. In this episode, Derek Myron and Kyle Malmstrom dive into … Read More Read More
Entrepreneurs, are you struggling to articulate your vision in a way that resonates with every member of your company? In this episode, Jonathan Freeman speaks with Lois Weinblatt, international vision coach, facilitator, and speaker at True North Visionaries. They break down the visioning process and help you find clarity, so that you can make better … Read More Read More
Over the years, you may have accumulated a large sum of wealth in your retirement accounts. But withdrawing that money tax-efficiently can feel like a challenge, especially under proposed tax changes currently being discussed. In this episode, Derek Myron and Kyle Malmstrom discuss how the expected estate tax changes may potentially affect your retirement plan … Read More Read More...
Whether you want to recruit the best talent, motivate your current team, or boost business performance, success boils down to one key element –– leadership. In this episode, Jonathan Freeman speaks with Mitch Simon, the founder of Simon Leadership Alliance, and a master business and leadership coach. Jonathan and Mitch reveal their strategies to enhance … Read More Read More...
Estate tax exemptions are expected to decrease in the near future. However, ILITs (irrevocable life insurance trusts) can help you reduce your estate taxes so that you can maximize your wealth transfer to future generations. In this episode, Kyle Malmstrom speaks with Kristina Hess, estate planning attorney at KR Hess Law, PC. Join Kyle and … Read More Read More
We love to build deep connections with our clients! So, this episode is dedicated to helping you get to know our team a little better. In this episode, Jonathan Freeman, Chief Operating Officer, introduces you to Centura Wealth Advisory’s new Senior Wealth Advisor Roby Kotcamp, CFP®, PMP®. Roby shares his professional and personal background, his … Read More Read More...
On July 16th, 2021, California governor Gavin Newsom passed Assembly Bill 150. One of the key components of this bill is the Small Business Relief Act, which has the potential to reduce your taxable income. In this episode, Kyle Malmstrom speaks with Ken Van Damme, tax partner at Ernst and Young, about what the AB-150 … Read More Read More
Most high-net-worth families work with various professionals, such as CPAs, estate planning attorneys, and valuation experts. How can you bring them all together and create a holistic financial plan? Derek Myron and Kyle Malmstrom answer the question in this episode. Join them as they explain strategies to create a forward-looking financial plan, minimize income and … Read More Read More...
Have you ever thought about donating real estate? Not only can it minimize your capital gains taxes, but also help you amplify the impact of your charitable contributions in the community. In this episode, Dana Levin, client Relationship Manager at Centura’s Philanthropic Strategies, speaks with Wendy Beerbower, Senior Vice President at Eisenhower Health Foundation. They … Read More Read More...
The interest rates for fixed income investments have reached historic lows. However, structured notes, which are somewhat unknown to many investors, can help you maintain returns through this environment. In this episode, Kyle Malmstrom speaks with Robert Sowinski, managing director, structured products at Advisors Asset Management. Robert simplifies the complexities of structured notes and discusses … Read More Read More...
Are you aware of how cost segregation (Cost Seg) can minimize your taxes? It helps you reduce your tax liability by accelerating depreciation on real estate assets. In this episode, Sean Clark, Director of Planning, interviews Isaac Downing, Regional Director at Capstan Tax Strategies, and an expert in the cost segregation landscape. Isaac explains how … Read More Read More...
A lot of people are minimizing their estate taxes through current estate tax exemptions. But what if you aren’t ready to transfer your wealth, and want to retain access to your assets? There are multiple gifting strategies to help you do that. Join Kyle Malmstrom and Charles Levun, partner at Levun, Goodman & Cohen LLP, … Read More Read More
For a lot of advisors, attorneys, CPAs, and other professionals, 2020 was one of their busiest years. Now, with hot market conditions and new rules and regulations, 2021 is shaping up to be even busier! In this episode, Derek Myron is joined by Brent Glova, managing director at Vantage Point Advisors, Inc. They explore the … Read More Read More
The interest rate yield on traditional fixed income investments, such as bonds, are at an all-time low. Consequently, there is decreased upside potential and a greater downside risk. In this episode, David Cariani, CIO, is joined by Christopher Hyman, senior case designer at Centura Wealth Advisory, to discuss how life insurance can be a powerful … Read More Read More...
When business leaders from different industries come together, it can lead to a diverse set of perspectives that challenge you to think differently, and help you make better decisions. In this episode, Derek Myron is joined by Joe Phillips, founder and chairman of The BEST CEO Group. With nearly 23 years of experience in running … Read More Read More...
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 … Read More Read More...
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 … Read More Read More...
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 … Read More Read More...
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 … Read More Read More...
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 … Read More Read More...
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 … Read More Read More...
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 … Read More Read More...
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 … Read More Read More...
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 … Read More Read More...
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. … Read More Read More...
Tax planning is as important as ever, and based on the recent elections it may have an impact on your personal and business income tax situation. In this episode, Kyle Malmstrom and guest Ken Van Damme, tax partner at Ernst and Young, give listeners guidance for some tax solutions to put into action. Kyle and … Read More Read More
