A&I Financial Services

Seven Decisions to Review Before Year-End When should a business owner begin year-end tax planning? For many business owners, taxes receive the most attention when a return is being prepared. By that point, however, most of the year’s financial decisions have already been made. Midyear tax planning offers something different: time. There are still several...Read More

After years of dedication, Sheryl built a business she loved, one that held significant value and provided stability for her employees. But as life evolved, so did her priorities. With an elderly mother needing more care and grandchildren growing up quickly, Sheryl realized it was time for a change. She wanted to transition out of...Read More

At A&I Wealth Management, we believe that success isn’t just about strategies or numbers; it’s about mindset. To truly thrive—whether in business, wealth management, or personal development—adopting an abundant mindset is crucial. It’s a philosophy we’ve embraced and refined, enabling our clients to see and achieve futures they never thought possible. Here’s how you can...Read More

For business owners, fostering a positive and inclusive workplace isn’t just about doing what’s right—it can also be a strategic investment in your company’s long-term value. Diversity, Equity, and Inclusion (DEI) initiatives can enhance company culture, promote innovative thinking, and increase employee engagement, making your business a stronger growth asset in your financial portfolio. In...Read More

In a recent podcast by The Expert Network, we shared that a 2024 Supreme Court ruling might invalidate the entire “non-compete” argument entirely. Initially, we asked, “Are non-compete agreements now federally illegal?” A recent law issued by the Federal Government may have made it impossible for employers to limit their former employees from competing with...Read More

Choosing the right financial planner is a crucial decision that can significantly impact your long-term financial well-being. This person will be your trusted partner in navigating complex financial matters, helping you make informed decisions about your investments, retirement planning, tax strategies, and more. To ensure you’re partnering with someone who is not only qualified but...Read More

“If you stepped away from your business for thirty days, would your financial operations and growth strategy grind to a halt, or is your capital structure strong enough to thrive without you?” Running a business can be a thrilling roller coaster ride, filled with highs, lows, and unexpected twists. But amidst the chaos, one crucial...Read More

Jeff Krommendyk, Nathan Merrill and Karl Frank discuss practical ways for business owners–and anyone!–can reduce stress. Drawing on personal experience, as well as all of our network, we tell you what we do–and what we would like to do! Keeping it real!Read More

Colorado’s breathtaking landscapes and vibrant business environment make it an appealing state for entrepreneurs. However, understanding the tax landscape is crucial to ensure that your business thrives, and your wealth is maximized. In this comprehensive guide, we’ll delve into the intricacies of Colorado’s tax system, shedding light on state tax considerations and strategies for business...Read More

Exiting a business can be as challenging as building one. Yet, with careful planning and execution, it can be an immensely rewarding endeavor, providing financial security, a sense of accomplishment, and the opportunity to start anew. This blog will serve as your comprehensive guide to mastering the art of business exit planning. We’ll explore the...Read More