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 importance of a buy-sell agreement. They detail what happens when a partner passes away along with tax implications for the surviving partner with a buy-sell agreement.
John and Michael discuss:
The three types of buy-sell agreements and how they work
Tax considerations for the surviving partners in buy-sell agreement
The value of businesses revisiting their buy-sell agreement
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 COVID-19 pandemic shifted the way industries have conducted business. Many companies shifted to a remote working model.
However, what happens when companies try to get employees that have been working remotely throughout the pandemic to come back into an office setting full time?
In this episode, John and Michael Parise discuss the challenges that employers face post-COVID. They also provide tips and tricks on how to keep employees with companies long-term.
John and Michael discuss:
Why people are settling into one company
How the job market has changed post-pandemic
Why do employees have more power than they did in the past
How technology has shifted the ways business is conducted
Right now interest rates and inflation are higher than most of us have ever seen.
The market is changing and in the next 18 to 24 month it will look different than the slow rise that we have been used to seeing in the past 12 years.
In this episode of The Truth About Wealth, John and Michael are joined by Christian Hyldahl, a financial professional at Varium Investments who has been in the financial business for 30 years, to discuss what the economic trends will look like in the next short future.
John, Michael, and Christian discuss:
Christian’s thoughts on who is to blame for inflation
Advice for retirees facing an inflated market
The influence that the fed has had on the market
What might happen in response to the inflated market
If you are set to have an estate tax, how might that tax get paid? Can we get that tax to zero?
In this episode, John and Michael discuss their approach to estate taxes. In their approach, taxes are voluntary and planning is essential to ensure your loved ones have a plan and the means to pay for estate taxes when the time comes.
John and Michael discuss:
The best and worst ways to pay your estate taxes
Section 6166 for business exclusions on estate taxes
Gregan loans and how they can reduce your estate tax
The importance of starting early when it comes to planning
In today’s market, many investors and clients are coming off of a decade of strong stock market wins and are now wondering, what’s next? With inflation concerns running rampant, many people are starting to look at the real estate asset class for answers.
In this episode John and Michael Parise welcome back guests Steven Kantor and Michael Brown for part two of a two part series on real estate investing.
John, Michael, Steven, & Michael discuss:
What opportunity zones are truly opportunities
How to leverage opportunity zone tax incentives
The use of DSTs in client’s real estate holdings
Why clients might consider shifting from stocks to real estate
Steven Kantor is CEO of S2K, where he is responsible for overseeing the strategic direction of the firm. Steven has over 35 years of principal investing and investment banking experience, and throughout his career has raised several billions of dollars for REITs and other real estate companies via IPOs, CMBS financings and other forms of equity and debt financing. Previously, Steven was an Executive Managing Director and Global Head of Investment Banking at Cantor Fitzgerald, as well as Chairman and Co-Founder of CCRE, Cantor Fitzgerald’s affiliated commercial real estate lending platform. Prior to Cantor Fitzgerald, he held several senior roles at Credit Suisse. Steven earned a B.A. from Syracuse University and a J.D. from American University.
Michael is the Head of Real Estate Capital Markets at S2K. Prior to his role at S2K, Michael held a principal position at Sabbatical, was director of debt strategies at Fairstead, and was the Senior Managing Director at Cantor Commercial Real Estate, among other roles. He holds a Bachelor of Science from Cornell University.
Real estate is an asset class that comes up in almost every single client meeting. And, while it is a must-have in any portfolio, real estate is a broad asset class that is changing and evolving generation by generation.
In this episode John and Michael Parise welcome guests Steven Kantor and Michael Brown for part one of a two part series where they discuss all things real estate. From how an investor should start to assess the real estate market to some key macrotrends in the space, Steven and Michael provide some important insights into the real estate market landscape that you won’t want to miss.
John, Michael, Steven, & Michael discuss:
How to decide where to play in the real estate market
Different end-goals of owning real estate investments
Steven Kantor is CEO of S2K, where he is responsible for overseeing the strategic direction of the firm. Steven has over 35 years of principal investing and investment banking experience, and throughout his career has raised several billions of dollars for REITs and other real estate companies via IPOs, CMBS financings and other forms of equity and debt financing. Previously, Steven was an Executive Managing Director and Global Head of Investment Banking at Cantor Fitzgerald, as well as Chairman and Co-Founder of CCRE, Cantor Fitzgerald’s affiliated commercial real estate lending platform. Prior to Cantor Fitzgerald, he held several senior roles at Credit Suisse. Steven earned a B.A. from Syracuse University and a J.D. from American University.
Michael is the Head of Real Estate Capital Markets at S2K. Prior to his role at S2K, Michael held a principal position at Sabbatical, was director of debt strategies at Fairstead, and was the Senior Managing Director at Cantor Commercial Real Estate, among other roles. He holds a Bachelor of Science from Cornell University.
If you are a lover of high quality wines that don’t break the bank, this deep dive into the various wine regions of Spain is for you.
In this episode, John and Michael Parise welcome back guest Tim O’Rourke to discuss the different wine regions of Spain, the complex history that has shaped the Spanish wine industry, and how best to pair your favourite Spanish wine.
2021 was a year full of ups and downs. Will 2022 be the same?
In the latest episode, John and Michael Parise welcome back guest Paul Dietrich for part two of a two part series where we review the events of 2021, their impacts on the economy, and what 2022 may have in store.
John, Michael, and Paul discuss:
The real inflation rate in 2021 and 2022
Why unemployment numbers appear static
The key events that affected the economy in 2021
How our current education system needs to change for the economic future
Paul Dietrich currently serves as Chief Investment Strategist with B. Riley Wealth Management, Inc., where he focuses on managing investments for private investors, retirement funds and private institutions throughout the United States. He previously served as CEO and Chief Investment Officer with Fairfax Global Markets, LLC, and as CEO and Chief Investment Officer of Foxhall Capital Management. He also worked as an international corporate attorney with Squire, Sanders & Dempsey (now Squire Patton Boggs) and Jones Day. He is a frequent on-air commentator and regularly contributes his market analysis to business and financial media.
Have you been wondering what the rest of 2022 has in store for the stock market? Or how the pending Russian/Ukraine conflict, the Build Back Better Infrastructure Bill, or the ever-growing federal debt, might impact the market?
In the latest episode, John and Michael Parise welcome back guest Paul Dietrich to discuss how you can separate noise in the market from events that may have tangible impact on the underlying economy.
John, Michael, and Paul discuss:
Impact of Russia/Ukraine conflict on the stock market
Paul Dietrich currently serves as Chief Investment Strategist with B. Riley Wealth Management, Inc., where he focuses on managing investments for private investors, retirement funds and private institutions throughout the United States. He previously served as CEO and Chief Investment Officer with Fairfax Global Markets, LLC, and as CEO and Chief Investment Officer of Foxhall Capital Management. He also worked as an international corporate attorney with Squire, Sanders & Dempsey (now Squire Patton Boggs) and Jones Day. He is a frequent on-air commentator and regularly contributes his market analysis to business and financial media.
