Business Podcasts for you

Grow Your Business & Grow Your Wealth with Gary Heldt airs episode 182 with guest Wayne Zell, a seasoned lawyer and CPA who shares invaluable estate and business planning insights. 

Wayne Zell brings over four decades of experience in tax accounting and law, focusing on estate and business planning. He stresses the importance of entrepreneurs having a comprehensive exit plan, advising on working "on" the business, not just "in" it, and the significance of assembling a professional guidance team. Zell discusses various exit strategies, including selling to a third party or transitioning management, to maximize business value for the owner's family.

Secrets to Selling Your Business airs episode 24, Wednesday 2/14. Mergers and acquisitions can be complex and require a deep understanding of the industry.  Neil Dennis is a seasoned professional with a robust background in mergers and acquisitions (M&A), honed during his tenure at Allianz SC, a prominent German financial services firm. Jacob Koenig had a chance to talk with him about his role of business development at Woodbridge International, what sets them apart in the M&A industry.

Better Business, Better Life:  Building on Your Success with Terry DuPont airs Episode 024 on 2/15 with Robert and Kimberley Raimondo.  Robert and Kimberley are experienced professionals in the financial advisory sector.  Robert focuses on business development, strategic partnerships, and new initiatives, actively seeking out new information and staying ahead of industry trends. Kimberley focuses compliance and regulatory matters.  They are both partners and owners of Redwood Private Wealth, a nationally registered RIA with over 50 advisors.  They discuss AI and navigating industry changes.

A surprisingly underutilized 47 year old section of the IRS code allows you as the business owner to get your employees to reduce your payroll taxes for you, and have them thanking you for the privilege!

In this training, you’ll learn:

The nuts and bolts of this section of the IRS code and how it works.

Step-by-step guidance on setting up a a plan that fits your business.

Insights on compliance to ensure you’re on the right side of IRS regulations.

Real-world examples of how this strategy has reduced payroll taxes for businesses like yours.

Techniques to communicate these benefits to your employees, making them your biggest fans.

This isn’t just about saving money. It's about embracing a smarter approach to business finances and workforce satisfaction.

Seats are limited, and the strategic advantage waits for no one. Reserve your spot now and join a league of savvy business owners who are transforming their payroll strategies!

Brought to you by:

CPA, and Certified Tax Coach Gary Heldt, and the member experts of Tax Savings For Your Business.