Estate Tax | The Truth About Wealth

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Today’s topic is pertinent to business owners. If you’re grappling with unique financial challenges related to entrepreneurship and business ownership, this episode is for you.

This week, John and Michael Parise explore a case study about a client who owns a business. They provide a detailed walkthrough of their process from start to finish while detailing how they helped the client gain a generational wealth mindset by emphasizing education around how he thought about his finances.

John and Michael discuss:

The three key areas the client wanted to focus on and sought help from Copper Beech
Copper Beech’s approach to managing wealth for future generations (long-term instead of short-term planning)
Why family meetings were critical to the planning process
The recommendations their client’s family implemented and why
And more!

Resources:

Connect with John and Michael Parise:

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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 to help you so that you help your clients!

This week, this father-son duo unveils the tips and tricks advisors need to support their clients and their financial decisions in this fast-changing marketplace. John and Michael also unpack important conversations you must address with your clients.

John and Michael discuss:

Ways the economy has shifted since 2020
The value of asking and answering the “tough questions”
Estate tax changes and ways it impacts those taking risks
The importance of conducting market research
Some industry shortcomings
And more!

Connect with John and Michael:

The Truth About Wealth

Tag Archives: Estate Tax

Here’s How Copper Beech Helps Business Owners Plan For Generational Wealth (Ep. 102)

Mitigating The Stress In The Financial Marketplace (Ep. 86)