A&I Financial Services

Read this Periscope for our insights about the current inflation situation, what we are doing about it and what you can do too! Introduction Inflation means increasing costs for the goods and services we purchase. Economists largely agree that the more money there is in the world, chasing a finite supply of goods and services,...Read More

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...Read More

Learn how to make a charitable contribution out of your IRA. This special tax benefit allows you to avoid income tax and for your charity to receive the full distribution without paying any taxes!Read More

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...Read More

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...Read More

Read this Periscope to learn about the President’s proposed tax increases, including a huge increase in the long-term capital gains rate. Also, increases to the income tax rate, the step-up in tax basis, higher taxes on corporations and a gotcha for real estate investors. Second-largest Percentage Tax Increase in US History The proposed tax increases,...Read More

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...Read More

Retirement May Mean Retirements–Plural!In today’s world, the idea of retiring from work and never returning is less popular than it used to be. Many of our clients and friends are switching up the work they do instead of quitting. Some of them take off work for a year or several years, and then go back...Read More