Every business owner wants to save on taxes, and there’s a variety of tax planning strategies available in the US. In this episode, John and Michael Parise speak with Matthew Kirk from Holland & Knight about an esoteric tax planning strategy that not many American businesses know about. Matthew gives an overview of the tax …
They say, “an ounce of prevention is worth a pound of cure.” When families procrastinate with advanced estate planning, it can jeopardize the success of the next generation and their assets. In this episode of The Truth About Wealth, John and Michael Parise share a case study that illustrates how they’ve been helping one particular …
Did you know that cost segregation studies can be conducted on commercial and residential properties? This week on The Truth About Wealth, Isaac Downing, the regional director at Capstan Tax Strategies, is back to unpack everything you need to know about the 1031 Exchange and cost segregation studies within commercial and residential real estate properties. …
Cost segregation in real estate has been a taboo subject for many investors. However, there are several tax benefits to consider when implementing cost segregation within the properties you own. In this episode of The Truth About Wealth, Michael Parise sits down with Isaac Downing, regional director at Capstan Tax Strategies. Isaac unpacks the ins …
The pathway to sobriety from drugs and alcohol isn’t a linear one. There is potential to have many ups and downs. And here’s where treatment facilities like the American Treatment Network help individuals get sober to become functioning members of society. In this release of The Truth About Wealth, John and Michael Parise welcome their …
It’s no secret that drug abuse can have harmful consequences for addicts and their families. Hence, it’s crucial to take action and work alongside experts who know what steps to take. In this episode, John and Michael Parise sit down with the co-founder and Chief Executive Officer of the American Treatment Network, Matthew Sullivan. Together …
Having access to tremendous wealth can’t help you control the uncontrollable. Whether it’s the COVID-19 pandemic or the stock market crash, there are things in life that we have no control over. However, you can change the way you think about problems out of your control. This week, John and Michael Parise welcome their returning …
We’ve all heard the phrase “money can’t buy happiness.” The COVID-19 pandemic has made the relationship between money and happiness more daunting and adding social media to the mix only complicates the matter. In this episode of the Trust About Wealth, John and Michael Parise sit down with learning specialist Aprajita Anand. Known as the …
In business, owners retiring, passing away, or leaving are instances that happen more frequently than we may think. So, how to incorporate this information into a written agreement, especially when someone passes away? John and Michael Parise from Copper Beech Financial Group are here to answer this and more! This week, John and Michael unpack …
The past two years have caused multiple stressors in the financial marketplace. Inflation, oil prices, the uncertainty of the dollar, global issues, the war between Russia and Ukraine, and others have made decision-making around our financial future a more daunting task. But don’t worry. John and Michael Parise from Copper Beech Financial Group are here …