show episodes
 
Hello and Welcome to the Financial Legacy Podcast. I am your host Maria Ellis. On the Financial Legacy Podcast, we will talk about Financial Planning and Estate Planning Legacy. Financial planning is the process of determining a person's or a company’s financial needs or goals for the future and the means to achieve them. Financial planning involves deciding what investments and activities would be most appropriate under both personal and broader economic circumstances. Financial Legacy is t ...
 
The Defenders of Business Value Podcast combines nearly 30 years of valuation and exit planning expertise working with business owners. Ed Mysogland has a mission and vision to help business owners understand the value of their business. Most of the small business owner's net worth is locked in the company, and to unlock it, a business owner has to sell it. Unfortunately, the odds are against business owners that they won't be able to sell their companies because they don't know what creates ...
 
Loading …
show series
 
I invite you to listen to this podcast to get ideas about how to create a Family Business Legacy Plan. As you approach your retirement years, you may be thinking about whether to sell your business or create a family business succession plan. The first step in the process is to decide to create a fair and equitable plan and to surround yourself wit…
 
Persuading somebody to change their mind about anything or to make a change in some aspect of their life is not an easy task – but it can be done. Brian Ahearn has literally written the book on the art of persuasion and influence: it’s called Persuasive Selling for Relationship Driven Insurance Agents. His first book, Influence PEOPLE, was an Amazo…
 
I am excited to share with you that my book, "Family Business Legacy Plan: The Ultimate Guide to Creating a Legacy for your Family without Paying too Much in Taxes" has achieved the Best Seller status on Amazon.com. I passionately wrote this book with you in mind because as you approach your retirement years, you may be thinking about whether to se…
 
COVID has significantly impacted all aspects of our lives – especially from a financial perspective. Doug Feller, a principal with Investment Partners, has watched the COVID fallout closely with regard to the changes in financial planning habits. Today he’s going to share his observations and give us some tips to help us get back on track. Listen t…
 
If there’s one thing that never goes out of style it’s “succession planning.” That’s because owners want to ensure that the business they’ve dedicated their lives to is going to provide them with a desirable outcome – all while allowing them to retire worry-free. While planning for an ownership transition isn’t necessarily the easiest task you’ll u…
 
Rea & Associates continues to advocate alongside the Ohio Society of CPAs to help build a better business climate throughout the state. Because Ohio Society members work closely with most businesses state-wide, people often reach out to it for its holistic insight into the business community. Scott Wiley is the Ohio Society’s executive director. Si…
 
Remember that old saying: “It takes a community to protect a child?” Well, since COVID hit, it’s become obvious that it also takes a community to protect local business. Fortunately for businesses everywhere, there are incredible community resources to pull from. Jennifer McDonald, president and CEO of the Licking County Chamber of Commerce, shares…
 
Remote work has become the new normal, and as a business owner, you can’t help but wonder how this will affect your business during tax seasons to come. Kathy LaMonica, principal and senior manager of Rea’s State and Local Tax (SALT) team is here to discuss the layers of remote work and what landmines do you need to be aware of, registering for pay…
 
“Sales” has a bad reputation. When you think about somebody who “sells” for a living, what type of person do you think about? Does the image of a pushy car salesman come to mind? Or maybe you’re thinking about a conversation you had with pushy telemarketers during dinner? Why does the very thought of “sales” leave such a bad taste in our mouth? On …
 
How important is your company’s brand? As a business leader, you’ve worked hard to build a company on key values, instill solid company culture, and deliver an excellent experience. These qualities have all shaped your business’s brand. But what if you were faced with a really tempting opportunity or a decision that would ultimately take you out of…
 
These days, work is no longer defined by showing up at 8, punching a clock, doing your job, and getting outta there at 5. Employees are increasingly shaping the workforce and they are demanding a business environment that prioritizes health, well-being, psychological safety, flexible work options, DEI, and more. Karen Sating, a leader on Rea’s HR t…
 
Relationships are the cornerstone of any good organization and initiative. What we’ve learned over the years is that the stronger the relationship, the more success you are likely to achieve. When it comes to the topic of relationships, there are so many avenues we could take. In this episode of unsuitable, we are going to take a look at the incred…
 
People tend to spend more time thinking about and planning their next family vacation than they do thinking about and planning for retirement. As a result, they are ill-equipped to make that inevitable leap into their Golden Years when the time finally does come. Darlene Finzer, a Later Life Planning expert at Rea & Associates, is here to discuss w…
 
Do you know the difference between a “Managed Service Provider” and a “Managed Security Service Provider”? While they may have similarities, there are some crucial differences between the two – starting with the fact that managed security service providers lead with a security and risk-first approach. Shawn Richardson and Jorn Baxstrom, leaders on …
 
Even though the 2021 tax season is coming to an end, if you are a business owner, taxes should always be a topic of consideration — especially your tax obligations at the state and local levels. Luke Lucas, a senior manager on Rea & Associates’ state and local tax team, is here to give us some insight into how different states have responded to the…
 
Este es un programa financiero informativo a cerca de los planes de retiro como el 401(k), Cuenta de Retiro Individual (IRA), Cuentas de retiro gubernamentales (403(b). Si deas mayor informacion, hoy te vamos a regalar mi libro titulado "Como Obtener y Disfrutar tu Libertad Financiera, si te comunicas con nosotros y subscribiendote a https://financ…
 
2020 taught us many lessons, mainly that you will never truly be prepared for everything no matter how hard you try. Even so, understanding the essential functions of your business may help keep you going strong until you can get back on course. Andrew Geiser, a senior manager on Rea & Associates’ manufacturing and distribution services team, share…
 
The 2021 busy season just got busier for tax professionals. Working through the results of the recent election, new tax provisions resulting from an ongoing pandemic, and more, business owners will have to be prepared to look at things a little differently in the year ahead. Chris Axene, a principal on Rea’s federal tax team, explains what accounta…
 
The purpose of this video is to share my Family Business Legacy book which will be released on Amazon.com in Summer 2021. I am passionately writing this book with you in mind because as you approach your retirement years, you may be thinking about whether to sell your business or create a family business succession plan. How would you go about it? …
 
Charitable giving in 2020 looked a lot different than anyone could have expected. Policy changes, tax updates, and a larger share of household giving than the preceding year all played a role. Laura MacDonald, principal and founder of Benefactor Group, is here to provide insight into what she witnessed as a leader in the nonprofit space during 2020…
 
If you are a ForSaleByOwner, Seller or Buyer wanting to know more about selling and/or buying real estate in Brooklyn and Manhattan, join our conversation with John Walkup at UrbanDigs, LLC for insightful and timely information to enable you to maximize your investment. Request your complimentary consultation by clicking on the following link: http…
 
The busiest time of year for tax professionals is about to get a lot busier - thanks to the CARES Act, PPP Second Draw Loans (not to mention PPP 1.0), and the Employee Retention Credit (ERC). There are a lot of questions facing business owners and it's up to the tax professionals to provide them with the answers they're looking for. But, it's fair …
 
If you are a first-time home buyer and you are interested in learning how to apply and successfully obtain a mortgage in New York City, you will want to know how lenders look at potential borrowers in order to determine whether or not they want to lend you money to buy your first home or your vacation home. Join our conversation with Elise Leve, Se…
 
If you want to Protect, Preserve and enjoy your Family Business Legacy using sophisticated tax reduction and family business succession strategies, join my conversation with Steven Goodman, CPA, MBA. Steven is an experienced advisor to high-net-worth business owners. Request your complementary consultation by clicking on the following link: https:/…
 
Creating company morale in a virtual world can be quite difficult, but it’s not impossible. Abbey Kanellakis, Practice Growth Senior Manager at Rea, is going to talk about our initiatives within Rea to keep virtual life engaging, known as the Committee of Awesomeness. Listen to this episode of unsuitable to learn: The challenges with keeping up mor…
 
As a Developer and/or Landlord one of your primary goals is to maximize your Net Operating Income (NOI). Join our conversation with Charles Hadsell, Founder & CEO of ePropertyCare! Charles shares with us strategies to reduce costs in areas such as insurance, energy, repairs, and maintenance as well as to increase revenue by taking advantage of the …
 
As an investor how can you maximize your returns and minimize your taxes? Join our conversation with Richard Wilson, Founder, and Head of the Family Office Club, the largest membership-based family office association. He shares with us strategies and areas of the tax code and gives us examples of simplex vs. complex; or risky vs. low-risk approache…
 
One Columbus has a vision for the Columbus Region to be the most prosperous region in the United States — that means growing businesses, preparing communities, and more. Chip Holcombe, Director of Investor Relations at Columbus 2020, joins unsuitable to give us a little insight about the One Columbus plan. Listen to this episode of unsuitable to le…
 
During the final Q4 in 2020, buyers across all price points in the residential market in Manhattan started to explore buying opportunities. Nonetheless, real estate buyers and sellers are still cautiously looking forward to the true Covid-era pricing pressures in 2021. Are we still experiencing a buyers’ market during the Q1 in 2021?; or, have we e…
 
Keeping your organization’s information and computer systems safe can be tricky, but assessing current processes and recommending new and innovative software could put you on the right path to grow your organization. Darrell Williams, Chief Information Officer at Rea & Associates, joins unsuitable to talk about a few IT initiatives Rea is doing to …
 
The tough part about developing your organization's employee development strategy is forgetting the fact that one size can’t fit all. Annie Yoder, Principal and Director of Development at Rea & Associates, joins unsuitable to talk about how you can balance employee development amongst a broad scale and the differences between Coaching, Mentorship, …
 
Deferring taxes with a 1031 exchange can be profitable but it does not have to be difficult. You can exchange 1031-eligible properties for diversified portfolios of tax-optimized property interests, customized to your shifting income needs, risk appetite, and investment goals across generations.By Maria Ellis
 
It’s no secret that bad actors are getting sneakier, but with the right tips, you can protect your organization from fraud. Karen Davis, owner and founder of Green Oak Advisors, LLC is here to talk about fraud and how it can impact your accounting processes. Listen to this episode of unsuitable to learn: What fraud is and how it occurs The reasons …
 
If you are interested in selling your highly appreciated real estate investment property but you are concerned about the high capital gains taxes that erodes your overall return on your investment, we have an alternative solution for you by doing a successful 1031 Exchange that saves up to 40% of your capital gain taxes! Join us and contact us for …
 
With the long-lasting effects of the election and pandemic, you have to wonder how much this will make a mark on your future…. or the legacy you wish to leave behind. Inez Bowie, Principal at Rea & Associates, is here to talk about Estate Planning and how recent events may impact your plan. Listen to this episode of unsuitable to learn: Recommendat…
 
After reflecting on 2020, let’s now create your life vision for 2021. You may want to consider the following 12 categories to create your grand vision: health & fitness, intellectual, emotional, character, spiritual, love relationships, financial, parenting, social, career, and financial. What is your life vision and your desired quality of life? Y…
 
Do you work long hours in a stressful career and wonder if it will be enough to support your financial needs in both the near and distant future? Do you want to ensure that you have enough money to live your dream life and retire on your own time? Why not learn how to make your money work for you before it is too late? You can start building a stro…
 
Do you work long hours in a stressful career and wonder if it will be enough to support your financial needs in both the near and distant future? Do you want to ensure that you have enough money to live your dream life and retire on your own time? Why not learn how to make your money work for you before it is too late? You can start building a stro…
 
Do you work long hours in a stressful career and wonder if it will be enough to support your financial needs in both the near and distant future? Do you want to ensure that you have enough money to live your dream life and retire on your own time? Why not learn how to make your money work for you before it is too late? You can start building a stro…
 
Do you work long hours in a stressful career and wonder if it will be enough to support your financial needs in both the near and distant future? Do you want to ensure that you have enough money to live your dream life and retire on your own time? Why not learn how to make your money work for you before it is too late? You can start building a stro…
 
Do you work long hours in a stressful career and wonder if it will be enough to support your financial needs in both the near and distant future? Do you want to ensure that you have enough money to live your dream life and retire on your own time? Why not learn how to make your money work for you before it is too late? You can start building a stro…
 
Do you work long hours in a stressful career and wonder if it will be enough to support your financial needs in both the near and distant future? Do you want to ensure that you have enough money to live your dream life and retire on your own time? Why not learn how to make your money work for you before it is too late? You can start building a stro…
 
Do you work long hours in a stressful career and wonder if it will be enough to support your financial needs in both the near and distant future? Do you want to ensure that you have enough money to live your dream life and retire on your own time? Why not learn how to make your money work for you before it is too late? You can start building a stro…
 
Do you work long hours in a stressful career and wonder if it will be enough to support your financial needs in both the near and distant future? Do you want to ensure that you have enough money to live your dream life and retire on your own time? Why not learn how to make your money work for you before it is too late? You can start building a stro…
 
Do you work long hours in a stressful career and wonder if it will be enough to support your financial needs in both the near and distant future? Do you want to ensure that you have enough money to live your dream life and retire on your own time? Why not learn how to make your money work for you before it is too late? You can start building a stro…
 
Do you work long hours in a stressful career and wonder if it will be enough to support your financial needs in both the near and distant future? Do you want to ensure that you have enough money to live your dream life and retire on your own time? Why not learn how to make your money work for you before it is too late? You can start building a stro…
 
Do you work long hours in a stressful career and wonder if it will be enough to support your financial needs in both the near and distant future? Do you want to ensure that you have enough money to live your dream life and retire on your own time? Why not learn how to make your money work for you before it is too late? You can start building a stro…
 
Do you work long hours in a stressful career and wonder if it will be enough to support your financial needs in both the near and distant future? Do you want to ensure that you have enough money to live your dream life and retire on your own time? Why not learn how to make your money work for you before it is too late? You can start building a stro…
 
Do you work long hours in a stressful career and wonder if it will be enough to support your financial needs in both the near and distant future? Do you want to ensure that you have enough money to live your dream life and retire on your own time? Why not learn how to make your money work for you before it is too late? You can start building a stro…
 
Do you work long hours in a stressful career and wonder if it will be enough to support your financial needs in both the near and distant future? Do you want to ensure that you have enough money to live your dream life and retire on your own time? Why not learn how to make your money work for you before it is too late? You can start building a stro…
 
Loading …

Quick Reference Guide

Copyright 2021 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login