Tag Archives: Education

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72. 10 Concerns On The Minds of Our Clients: Part 1



Have you ever wondered what happens if you outlive your money? Is concern about inflation on your mind? Others in your situation are likely thinking about the same thing.

In this multi-part series, John and Michael Parise cover 10 concerns on the minds of their clients. In this episode, John and Michael cover market volatility, jobs and education, inflation, and outliving your money. John shares how inflation has changed over time, and how you can deal with inflation. 

John and Michael discuss:

  • Market volatility
  • The effect of inflation on the market, and why it’s something you have to pay attention to
  • The problem with living too long
  • The hot topic of jobs and education
  • And more

Connect with John and Michael:


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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 the future of your business.

Michael discusses:

  • How you can create a sustainable succession plan that will keep your business intact through the generations
  • How the expectations of each generation impacts the succession planning process
  • Why you need to have open communication between generations in your planning
  • The benefit of working with outside sources and experts when creating a plan for your family business
  • And more

Discover what you need to create a sustainable succession plan with Michael Parise!

Resources:

Copper Beech Financial Group: (856) 988-8300 | John Parise | Michael Parise | Investedge | Episode 57


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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. He refers to this unfamiliar tax benefit for real estate investors, even though it has been in the tax code for a long time.

In this episode, you will learn:

  • How a 1031 exchange can help you avoid real estate-related taxes 
  • Gary’s role in 1031 exchange education for real estate attorneys, accountants, and CPA’s
  • The difference between a 1031 exchange transaction and trust structure 
  • Diversification of assets as a Delaware Statutory Trust (DST) benefit 
  • The timeline of a 1031 exchange: What are its deadlines 
  • And more!

Tune in and find out how Gary and his team at Inland can help YOU and your clients in their 1031 exchange! 

Resources: Copper Beech Financial Group | (856) 988-8300 | John Parise | Michael Parise | Gary Callahan | Inland Securities Corporation