Learn enough details about the CTA so that you can take action. Learn about the exceptions to the Corporate Transparency Act, and see if you can avoid completing the requirements. ...Learn about the affected people, called company applicants. Learn about company applicants, learn about how one complies–the application process. Learn about risk management considerations, and put it all in perspective and make it real.
The Expert Network Team consists of Karl Frank CFP®, financial planner at A&I Wealth Management, Nathan Merrill, attorney at Goodspeed and Merrill, and Jeff Krommendyk, managing principal at OneDigital insurance.
Expert Network team provides free consultations. Just mention that you listened to the podcast.
Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring risk
One Digital Insurance Agency
(303) 730-2327 [email protected] (mailto:[email protected])
Karl Frank
Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070 [email protected] (mailto:[email protected])
Learn enough details about the CTA so that you can take action. Learn about the exceptions to the Corporate Transparency Act, and see if you...Read More
Sweeping new laws affect every business owner of nearly every size business in the USA. Nathan and Karl interview Charlston “Chase” DeGrood, an attorney at...Read More