Category

Podcast

A&I Financial Services

Nathan Merrill and Karl Frank CFP discuss some books they have read that have made an out-size impact on their business and personal lives. With the obvious exclusion of the religious and political categories, we dive into educational and historical books that make an impact. Learn and laugh along side of two of our experts...
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In the second of the two-part podcast, Karl Frank and Nathan Merrill discuss practical ideas for keeping a company together when we are physically kept apart. We discuss fun twists on easy things like lunches, happy hours and fun Zoom meetings. We discuss going all the way and hiring a Company Culture Officer. We talk...
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Learn from the expert network team in a podcast or an online movie. Karl Frank, Nathan Merrill, Mike Miller and Jeff Krommendyk about ways to protect your assets during these crazy times! There are four types of asset protection. We help you protect: 1. Financial assets 2. Property 3. Confidential information 4. Personal security in...
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In this brief but informative podcast, Karl Frank, CFP, Mike Miller, CPA and Nathan Merrill, JD, discuss the QCD: Qualified Charitable Distribution. Learn the benefits and drawbacks of pulling money out of a retirement account and giving it to a charity. The Qualified Charitable Distribution (QCD) is a great way for someone to give money...
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Karl Frank CFP® interview Nathan Merrill and Jeff Krommendyk about how to build and strengthen company culture during the Covid-19 era. Before Covid—BC—culture was one thing. Now that we are in the Covid-19 era, everything is different. From handling working remotely to new technology, Jeff and Nate find opportunities and challenges. Come out of the...
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Karl Frank CFP® and Nathan Merrill discuss Biden’s proposed estate tax plan changes. We describe what the President proposed and what this means for Americans. The increase may affect more people than ever before. The tax rate may be higher. And the loss of a benefit called the step-up in basis could be very expensive...
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Karl Frank CFP® and Nathan Merrill discuss Biden’s proposed tax plan changes. This is the largest tax increase in US history, in dollar terms, and the second largest in history by percentage terms. Learn about the increased income tax. The long-term capital gains tax increased by the largest percentage in history. Learn about the estate...
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So you have intellectual property, what do you do now? Learn the steps to get your property protected. Learn how to keep your property protected. Learn about the USPTO and ways to avoid problems, like abandonment. Learn about the cease and desist letter. Learn how to protect your brand, learn about consumer protection. What does...
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Lauren Cammarata Snow, attorney with Goodspeed and Merrill, teaches the experts about intellectual property. Learn the two types of IP and the differences between hard and soft IP. Learn the value and the purpose of patents, trademarks and copyrights. Laugh as you learn about why a patent is more than a feeling. Learn about what...
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You might run in front of a bus for your kids but have no clue how you are going to pay for college. Want to learn how we are really paying for college? Cameron Morgan with A&I Financial Services and the experts share our own stories. Learn how we are paying, or already paid for,...
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