60. The Generational Impact Of The SECURE Act — Part One

60. The Generational Impact Of The SECURE Act — Part One

A recent provision to the SECURE Act could have major implications on how qualified plans, including your IRA, 401(k) and 403(b), are inherited by your children. It’s important that you understand the ramifications of this provision in order to protect your wealth. In this episode, John and Michael Parise discuss these new provisions of the …

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59. The Plan For Succession in the Family Business

59. The Plan For Succession in the Family Business

Do you have a succession plan in place for your family business?  In this episode, Michael Parise shares his personal experience with succession planning as the second generation within his family business. He reveals the importance of communication between generations when developing your business succession plan, and how the expectations of each generation can shape …

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Episode 58: Approaching Governance Planning – Part 2 – With Jeff Savlov

Episode 58: Approaching Governance Planning – Part 2 – With Jeff Savlov

By now, you should be knowing that governance is all about helping families stay organized and guided within their business. But where can you get started? In the second part of this two-part series, John and Michael Parise are joined by returning guest, Blum & Savlov, LLP’s Jeff Savlov.  This time, Jeff takes a deep …

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Episode 57: Governance at an Enterprising Family Level – With Jeff Savlov

Episode 57: Governance at an Enterprising Family Level – With Jeff Savlov

Family governance refers to the structures and processes families use to organize themselves and guide their relationship with their enterprise. In the first part of this two-part series, Jeff Savlov, founder of Blum & Savlov, LLP joins John and Michael Parise to explain the family component of governance. Jeff highlights how families and their businesses …

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Episode 56: The Ultimate Episode Guide You MUST Revisit and Listen To

Episode 56: The Ultimate Episode Guide You MUST Revisit and Listen To

The Copper Beech team is going back to the classics in this highlight reel episode! In this episode, John and Michael Parise revisit a series of episodes you must listen to in order to help you gain insight to overcome and solve potential concerns about your generational wealth planning. You will learn: The importance of …

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Episode 55 – Case Studies: Annuities as Helpful Multi-Generational Planning Tools – Part 2 – With Michael R. Harris, CFP®, ChFC

Episode 55 – Case Studies: Annuities as Helpful Multi-Generational Planning Tools – Part 2 – With Michael R. Harris, CFP®, ChFC

Annuities can be hugely beneficial for multi-generational planning, but how do you really go about doing that? What are the technical components of including annuities in your plan? In part two of this two-part series, Mike Harris, senior education advisor at the Alliance for Lifetime Income, once again sits down with John and Michael Parise …

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Episode 54 – Annuities as a Helpful Income Planning Tool – With Michael R. Harris, CFP®, ChFC

Episode 54 – Annuities as a Helpful Income Planning Tool – With Michael R. Harris, CFP®, ChFC

The Alliance For Lifetime Income’s Michael R. Harris is all about helping YOU address the risk of outliving your retirement income. In this episode, John and Michael Parise speak with Mike Harris to discover everything Mike has to say about annuities, and how to creatively use them within your income planning.  You will learn: An …

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Episode 53 – A Discussion on Business And Family Leadership – With Guest Robert Brown

Episode 53 – A Discussion on Business And Family Leadership – With Guest Robert Brown

Strong leadership is crucial for generational wealth and business transfer. In this episode, John and Michael Parise sit down with their first client guest, CEO and president of American Asphalt Company, Robert Brown. Robert draws from his own business experience and journey to discuss the importance of sharing leadership values and training with the next …

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Episode 52 – A Deep Dive Into the 1031 Exchange – With Guest Gary Callahan

Episode 52 – A Deep Dive Into the 1031 Exchange – With Guest Gary Callahan

While Section 1031 of the Tax Code provides tax deferral solutions for the nation’s middle-class, it’s also a helpful tool for economic and job growth. In this episode, John and Michael Parise sit down with Gary Callahan, the senior vice president of Inland Securities Corporation. Today, Gary shares his expertise in the 1031 exchange arena. …

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Episode 51 – Clarke & Cohen: Yet Another Successful Family Business – With Guest Richard Cohen, SPPA

Episode 51 – Clarke & Cohen: Yet Another Successful Family Business – With Guest Richard Cohen, SPPA

Pennsylvania-based public insurance adjusters firm Clarke & Cohen is a 100-year family business that has already reached the fourth generation.  In this episode, John and Michael Parise sit down with public adjuster and the firm’s CEO, Richard Cohen, SPPA. Today, Richard reviews his family and the business journey that’s closely related to the building and …

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