Business owners in California: Do you plan to sell your business in the near future? If so, we have a way for you that can help you minimize taxes – the ING trust. But hurry up, because this option might not be available next year to California residen...

Optima Office provides their clients with fractional CFOs, accounting services and HR services to help drive profits and reduce risks with their tailored business solutions.   In this episode, Jonathan Freeman speaks with Jennifer Barns,

Whether it’s for employee retention, tax planning, or a combination of the two, creating a retirement plan for yourself and your employees is a cornerstone of planning as a business owner.  In this episode, Kyle Malmstrom speaks with Tom Burns,

When it comes to marketing, businesses need to  constantly evolve to keep up with new trends and techniques that will help attract prospects to their product or service. With the global shutdowns and necessary transformation to doing business in a virt...

Tax planning is as important as ever, and based on the recent elections it may have an impact on your personal and business income tax situation.  In this episode, Kyle Malmstrom and guest Ken Van Damme, tax partner at Ernst and Young,

Alternative investments offer higher potential returns, and several benefits you won’t find from traditional investments. Today, Kyle Malmstrom and David Cariani (Co-CIOs) introduce listeners to the world of alternative investments.

Too many new business owners overlook the importance of having a buy-sell agreement. If a business partner becomes disabled, passes away, or departs the business, they leave the future of their business on shaky ground and open to costly disputes with ...

The single-family rental industry was falling behind the multi-family rental market, however, things continue to change and investors are seeing it as a valuable asset class. In this episode, David Cariani is joined by Ted Conrads,

The Presidential Election is coming up in less than 3 months. Are you prepared for the potential estate tax implications if the Democratic Party wins the election? Today, Derek Myron and Kyle Malmstrom take an extensive look at the estate tax implicati...

Private placement life insurance (PPLI) is a tax efficient, low-cost vehicle to provide Accredited Investors and Qualified Purchasers a means to transfer wealth. PPLI leverages institutionally-priced wholesale insurance to create a tax efficient wrappe...