Listen to Karl Frank CFP®, Nathan Merrill, attorney, Jeff Krommendyk, insurance expert and Mike Miller CPA discuss advanced financial planning topics of particular interest to business owners.
Mike Miller, CPA, explains how today’s economic shutdown can actually help a business owner find new and profitable opportunities. In his own company, Mike is pivoting towards providing business owner advice. Many companies were…
February 23rd, 2021 | 29:36 | E20
Mike Miller CPA tells a story about a friend who made it through the economic shutdown from the pandemic because of his strong balance sheet. Mike shares questions to ask yourself as you think about your finances. Learn a practi…
February 16th, 2021 | 21:40 | E19
John Sauer, employment law attorney, talks with Nathan Merrill, Mike Miller and Karl Frank about the $1.4 billion or more in fraudulent claims of unemployment. All three of our companies are victims, and so are some of our emplo…
February 9th, 2021 | 24:39 | E18
Karl Frank and Nathan Merrill discuss practical plans for owners of stock options, restricted stock and other types of concentrated equity. Learn three big rules for owners of concentrated equity, and Karl’s favorite “go tax fre…
February 2nd, 2021 | 25:29 | E17
Karl Frank and Nathan Merrill discuss what to do when a large amount of your net worth is tied up in a single company’s stock. This is called having concentrated equity. Learn investment and tax strategies to reduce the tax-load…
January 26th, 2021 | 22:25 | E16
Jeff Krommendyk, Nathan Merrill and Karl Frank discuss the advantages and downsides to an ESOP: Employee Stock Ownership Plan. Learn from Jeff as he begins the path towards a graceful exit from his business, even if it may be ma…
January 19th, 2021 | 37:51 | E15
Nathan Merrill and Karl Frank discuss the Consolidated Appropriations Act of 2021 and what it means for business owners and taxpayers.
January 12th, 2021 | 21:56 | E14
Jeff Krommendyk, Nathan Merrill and Karl Frank discuss the advantages of different business legal structures. In a world of changing laws and taxes, some of the old thinking is out of date. Learn more about the LLC, the S cooper…
January 5th, 2021 | 24:23 | E13
The experts interview Karan Safran, attorney, about the additional risks businesses face during the Covid-19 pandemic. Learn what business owners can and should do about it.
December 29th, 2020 | 29:56 | E12
Karl Frank and Nathan Merrill discuss their least favorite words of 2020 in a light-hearted discussion to end this “unprecendented” year.
December 22nd, 2020 | 16:11 | E11
Karl Frank and Nathan Merrill discuss the key information you need to know about the Roth 401k. Learn why you may want to invest in one today.
December 9th, 2020 | 30:40 | E10
December 1st, 2020 | 22:47 | E9
The experts interview John Sauer about COVID-19 and the changes on employment law and new obligations and risks for employers.
November 20th, 2020 | 31:14 | E8
Please join Nathan S. Merrill, Esq., of the law firm Goodspeed & Merrill, as he discussions with Jeff Krommendyk of Security First Insurance Agency the in’s and out’s of personal insurance coverages, including auto, home, and um…
July 8th, 2020 | 42:14 | E7
Please join Karl Frank, of A&I Financial, and Nathan Merrill, of the law firm Goodspeed & Merrill, as interview Jeff Krommendyk of Security First Insurance Agency of Denver, Colorado, and discuss how business insurance coverage…
July 8th, 2020 | 34:58 | E5
Join Karl Frank as he discusses with Nathan S. Merrill, Esq., as they go in depth in discussing powers of attorney for financial and medical purposes and important considerations for each….
July 2nd, 2020 | 41:20 | E4
Join Nathan Merrill as he talks with Karl Frank to look back on one of the most remarkable markets in modern history, the COVID Market….
July 1st, 2020 | 42:16 | E3
Join Karl Frank and Nathan Merrill, Esq., as they discuss basic estate planning concepts and their practical application….
June 30th, 2020 | 54:38 | E2
Join our professionals as they discuss ideas for you to consider given the sweeping changes resulting from COVID 19 and its repercussions, including Captive Insurance, ROTH Conversions, and Insurance Reviews, particularly consid…
June 30th, 2020 | 38:44 | E1