Financial Advice Resources

Client education including lunch and learn

Upcoming Events

April 2024
No event found!
Recordings of events and short videos too

Episode 91: Corporate Transparency Act Part 1 of 2

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 Goodspeed and Merrill, about the ...CTA: Corporate Transparency Act. All of us have to give up a lot of privacy and keep our information up to date or we face stiff fines. In a new Federal government database, the Feds are collecting ownership of companies, holding companies, and other legal entities, even if they have no financial affect. Even the person doing the work, regardless of their position in the company, must provide personal private information to complete the filing. Learn about your requirements, the risks you face and some ways to stay compliant in the first of two podcasts.


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. 


Today’s guest:
Charlston “Chase” De Grood
(720) 531-4031 
[email protected] (mailto:[email protected])






Expert Network team provides free consultations. Just mention that you listened to the podcast. 


Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
[email protected] (mailto:[email protected])
http://www.goodspeedmerrill.com


 


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])


 
[+] Show More
Karl Frank, Nathan Merrill, Jeff Krommendyk and guests
Longer educational documents

including the Family Financial Album

Sport WhitePaper1
Resources, strategies and timely updates