Tag: Copper Beech Financial Group

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Shifting How We Work To Transform The Way We Live — Part 1 with Joe Mechlinski (Ep. 99)

Shifting How We Work To Transform The Way We Live — Part 1 with Joe Mechlinski (Ep. 99)

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Change starts by shifting our working environment.

Would you agree?

In this episode, John and Michael Parise explore how transforming the way we work can have a profound impact on the real world with Joe Mechlinski, the CEO of SHIFT. 

Joe unpacks how SHIFT helps companies effectively manage their resources and create engaged employees. He also talks about the core values of his entrepreneurial success and the changes in the workplace ever since going virtual.

Joe discusses:

  • SHIFT’s approach to helping executives establish a clear direction for their organization
  • Ways the firm helps executives create an engaged and motivated workforce 
  • The values he learned from his father and how they continue to contribute to his entrepreneurial success
  • From working in an office to working remotely: How emotional intelligence (EQ) has changed post-pandemic 
  • The differences in the workplace between current and previous generations
  • And more!

Resources:

Connect with Joe Mechlinski:

Connect with John and Michael Parise:

About Our Guest: 

Joe Mechlinski is a bestselling author, speaker, and social entrepreneur who helps organizations build engaged mission-driven cultures. He challenges business leaders to strategically approach talent acquisition, development, and retention. Joe founded four businesses, each with varying degrees of success, which provided him with valuable insights and hands-on experience. At 23, Joe established SHIFT, a collective of businesses that revolutionized workforce engagement.

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Market Outlook: Investing In 2023 with Christian Hyldahl, CFA® (Ep. 98)

Market Outlook: Investing In 2023 with Christian Hyldahl, CFA® (Ep. 98)

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Many investors have cold feet and want to pull out of the market for 2023, but sometimes the best option is to take a deep breath, put your emotions aside, and wait a little longer.

In this episode, John and Michael Parise talk to Christian Hyldahl from Varium Investment Partners about investing in 2023. Christian shares his approach to investing, what he believes 2023 has to offer, and some advice for nervous investors who want to pull their money out of the market completely.

Christian discusses:

  • The 2023 market outlook
  • A comparison of active and passive portfolio management 
  • What’s a cover call strategy and its benefits if done properly
  • His advice for nervous investors and reasons to stay invested
  • And more!

Resources:

Connect with Christian Hyldahl:

Connect with John and Michael Parise:

About Our Guest: 

Christian Hyldahl, CFA®, is the founder and president of Varium Investment Partners. He has 27 years of portfolio management, investment strategy, and research experience across multiple investment styles and products under his belt. Christian is consistently a top portfolio manager in multiple equity categories. Christian is a chartered financial analyst and obtained his master’s of business administration from the Fuqua School of Business, Duke University. Before that, he attended the London School of Economics for their specialized program in international economics and asset management and obtained his Bachelor of Arts in English and History from Bucknell University.

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Investing In Oil And Gas with Don Hosmer (Ep. 97)

Investing In Oil And Gas with Don Hosmer (Ep. 97)

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Many people have been questioning oil and gas with regard to America’s current politics. Luckily, Don Hosmer from Royale Energy, Inc., is here to provide us with some insight!

In this episode, John and Michael Parise speak with Don Hosmer from Royale Energy, Inc. Don talks about investing in oil and gas. He highlights the benefits of the industry from an investment standpoint, its tax benefits, and opportunities based on its peak demand.

Don discusses:

  • The fundamental and psychological reasons behind the softness seen in the oil market
  • The current challenges that the oil industry is facing in the public sectors
  • The current state of the oil reserve and the life cycle to replenish it
  • The tax benefits of his investment program and of investing in oil and gas
  • The risks involved in drilling for oil and gas
  • And more!

Connect with Don Hosmer:

Connect with John and Michael Parise:

About Our Guest: 

Don Hosmer resides in California and is Royale Energy, Inc’s CEO,  an oil and natural gas company. 

Don started the company with his father in 1986. They started with a team of geologists and engineers and started the company primarily as a natural gas producer. 

Approximately three years ago, Royale Energy, Inc. merged with a team of petroleum engineers to form the oil and gas company that is today.

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Insurance Options When US Insurance Providers Can’t Cover Your Needs with Sean McNiff (Ep. 96)

Insurance Options When US Insurance Providers Can’t Cover Your Needs with Sean McNiff (Ep. 96)

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If your traditional insurance provider won’t cover specific risks for you or your business, you have additional options to protect yourself, your business, and your family.

In this episode, John and Michael Parise interview Sean McNiff from Exceptional Risk Advisors about some alternative insurance the firm provides. Sean shares a variety of case studies, from examples of when his work made a significant impact on his clients to some interesting insurance stories. He also talks about the creativity and customization that goes into protecting businesses and families.

Sean discusses:

  • What do Exceptional Risk Advisors and other cover holders for Lloyd’s of London do, who they insure, and what they cover
  • A variety of insurance case examples of when his work seemed to make a huge difference for his client base
  • Why it’s so important for business owners to regularly update their net worth valuations for insurance
  • The creativity and customization that goes into protecting families and businesses 
  • And more!

Connect with Sean McNiff:

Connect with John and Michael Parise:

About Our Guest: 

Sean McNiff is the Vice President of Business Development & Marketing at Exceptional Risk Advisors. He is passionate about developing new business relationships and educating the marketplace. Sean has been with Exceptional Risk Advisors from the day it was founded. His focus lies in working with sophisticated life, executive benefit, and disability insurance advisors whose clients can benefit from partnering with Exceptional Risk Advisors.

Sean received a BA in Communications and graduated Magna Cum Laude from the University of Rhode Island. When he’s not advising clients, he’s outside playing tennis, hiking, skiing, and spending time with his wife and their two children.

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Esoteric Tax Planning Strategies For American Businesses with Matthew Kirk (Ep. 95)

Esoteric Tax Planning Strategies For American Businesses with Matthew Kirk (Ep. 95)

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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 benefits in Puerto Rico and the Virgin Islands, explains the rationale behind them, and unpacks some of the finer details, cautioning businesses to speak with a proactive financial professional about using this strategy.

Matthew discusses:

  • An overview of the tax benefits in Puerto Rico and the US Virgin Islands and the differences between the two
  • The rationale for the tax benefits in both US territories
  • The importance of discussing the small details and any questions about these jurisdictions with proactive financial professionals
  • And more!

Connect with Matthew Kirk:

Connect with John and Michael:

About Our Guest: 

Matthew Kirk is a private wealth services attorney in the Holland & Knight’s Atlanta office. Matthew focuses his practice on designing and implementing sophisticated wealth planning and transfer strategies for high-net-worth individuals that often combine objectives of tax minimization, wealth preservation, succession planning, and business planning.

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Case Study: Don’t Let Procrastination Hinder Your Generational Estate Planning (Ep. 94)

Case Study: Don’t Let Procrastination Hinder Your Generational Estate Planning (Ep. 94)

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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 family with their estate planning. Listen in as John and Michael describe their process of minimizing generational taxes by 80% and preparing the next generation to inherit the family business.

John and Michael discuss: 

  • Ways Copper Beech approaches this case study and clients focused on estate planning 
  • The estate planning options they suggest for asset protection
  • How families can reduce and protect themselves from estate tax exposure
  • How to effectively prepare the next generation to inherit the family business and/or assets
  • The role of trusts and liquidity when it comes to estate planning
  • And more!

Connect with John and Michael:

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Cost Segregation In Real Estate — Part 2 with Isaac Downing (Ep. 93)

Cost Segregation In Real Estate — Part 2 with Isaac Downing (Ep. 93)

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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. Isaac also outlines the tax benefits these studies can provide to passive and active investors.

Isaac discusses:

  • The 1031 Exchange as a powerful tool within the real estate arena
  • How tenants can benefit from cost segregation studies
  • Ways accelerated depreciation works
  • Cost segregation studies according to different property types  
  • And more!

Resources:

Connect with John and Michael Parise:

Connect with Isaac Downing:

About Our Guest:

Over the last decade, Isaac Downing has played every role in the cost segregation industry – he’s been an engineer performing studies, an accountant reviewing studies, and a salesperson selling studies.  Now he’s bringing that wealth of experience – and the associated unique perspective — to Capstan Tax Strategies.

It’s not typical for salespeople to have accounting and engineering experience, but Isaac is anything but ordinary.  A proud Marine, Isaac spent 4 years as a USMC Engineer, and then earned an additional degree in Accounting and Finance. 

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Cost Segregation In Real Estate with Isaac Downing (Ep. 92)

Cost Segregation In Real Estate with Isaac Downing (Ep. 92)

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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 and outs of cost segregation and its role within your real estate properties. Isaac also details Capstan’s approach to supporting clients with different case studies around the subject.

Isaac discusses:

  • The advantages of cost segregation
  • Tax laws affecting cost segregation
  • What you should know about bonus depreciation 
  • Who qualifies for cost segregation 
  • And more!

Resources:

Connect with John and Michael Parise:

Connect with Isaac Downing:

About Our Guest:

Over the last decade, Isaac Downing has played every role in the cost segregation industry – he’s been an engineer performing studies, an accountant reviewing studies, and a salesperson selling studies.  Now he’s bringing that wealth of experience – and the associated unique perspective — to Capstan Tax Strategies.

It’s not typical for salespeople to have accounting and engineering experience, but Isaac is anything but ordinary.  A proud Marine, Isaac spent 4 years as a USMC Engineer, and then earned an additional degree in Accounting and Finance. 

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The Importance of Sobriety with Matthew Sullivan (Ep. 91)

The Importance of Sobriety with Matthew Sullivan (Ep. 91)

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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 returning guest, Matthew Sullivan, the co-founder and Chief Executive Officer of the American Treatment Network. Matthew is back to unpack how his team measures sobriety success for patients while detailing everything you need to know about the timeline of patient treatment at his facility.

Matthew discusses:

  • The role of sobriety rates when measuring patient success
  • The treatment options available at the American Treatment Network
  • The cost of medical care without a health plan
  • The number of patients that return for treatment after relapsing
  • And more!

Resources:

Connect with John and Michael Parise:

Connect with Matthew Sullivan:

About Our Guest: 

Matthew Sullivan is a co-founder and Chief Executive Officer of American Treatment Network and a current board member of 1Drop Diagnostics. He is an accomplished commercial executive and entrepreneur that has developed and led strategies that have changed current medical practice throughout his career. He has been an integral part of scaling and leading high-growth organizations that have created over 1 billion dollars of shareholder value while redefining the standard of care in medical treatments.



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Drug Abuse and the Importance of Taking Action with Matthew Sullivan (Ep. 90)

Drug Abuse and the Importance of Taking Action with Matthew Sullivan (Ep. 90)

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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 they unveil the effects of drug abuse and opioid overdose while detailing how this problem impacts families regardless of their socioeconomic status. Matthew also comments how the American Treatment Network has specialists from different fields to achieve sustainable sobriety.

Matthew discusses:

  • How he got involved in drug addiction treatment and how the American Treatment Network is committed to helping individuals with substance dependency 
  • The differences in opioid consumption between Europe and the United States
  • The reality of marijuana in younger populations
  • What are co-occurring diseases, and reasons they more prevalent among narcotic addicts
  • How substance addiction impacts middle and upper-class families
  • And more!

Connect with Matthew Sullivan:

Connect with John and Michael Parise:

About Our Guest: 

Matthew Sullivan is a co-founder and Chief Executive Officer of American Treatment Network and a current board member of 1Drop Diagnostics. He is an accomplished commercial executive and entrepreneur that has developed and led strategies that have changed current medical practice throughout his career. He has been an integral part of scaling and leading high-growth organizations that have created over 1 billion dollars of shareholder value while redefining the standard of care in medical treatments.