A&I Financial Services

Karl Frank CFP® and Nathan Merrill discuss Biden’s proposed tax plan changes. This is the largest tax increase in US history, in dollar terms, and the second largest in history by percentage terms. Learn about the increased income tax. The long-term capital gains tax increased by the largest percentage in history. Learn about the estate...Read More

So you have intellectual property, what do you do now? Learn the steps to get your property protected. Learn how to keep your property protected. Learn about the USPTO and ways to avoid problems, like abandonment. Learn about the cease and desist letter. Learn how to protect your brand, learn about consumer protection. What does...Read More

Lauren Cammarata Snow, attorney with Goodspeed and Merrill, teaches the experts about intellectual property. Learn the two types of IP and the differences between hard and soft IP. Learn the value and the purpose of patents, trademarks and copyrights. Laugh as you learn about why a patent is more than a feeling. Learn about what...Read More

Cameron Morgan with A&I Financial Services and the professionals share our own stories. Learn how we are paying, or already paid for, our kids’ college educationsRead More

Cameron Morgan with A&I Financial Services explains to the experts some great info about how 529 plans really work.Read More

The experts continue their conversation with Rich Ericson and Nathan Merrill about captive insurance companies. Learn alongside Jeff Krommendyk and Mike Miller about the big benefits, and key risks, of setting up a privately-owned insurance company. Continuing the conversation, Rich dives into more details about the three matrices of captive insurance: revenues, employees and current...Read More

Jeff Krommendyk, Mike Miller, the experts, interview Rich Ericson from ALINK and Nathan Merrill with Goodspeed and Merrill to learn how to set up an insurance policy that covers risks not covered by traditional business insurance. Plus, the tax advantages can be huge. The perils of a pandemic can be covered by captive insurance, and...Read More

Mike Miller, CPA, explains how today’s economic shutdown can actually help a business owner find new and profitable opportunities. In his own company, Mike is pivoting towards providing business owner advice. Many companies were overwhelmed with the work required to maintain their businesses during the economic shutdown. Some business owners lacked financial statement literacy. Many...Read More

Mike Miller CPA tells a story about a friend who made it through the economic shutdown from the pandemic because of his strong balance sheet. Mike shares questions to ask yourself as you think about your finances. Learn a practical idea about planning for what to do when business income declines. Mike shares the four...Read More

John Sauer, employment law attorney, talks with Nathan Merrill, Mike Miller and Karl Frank about the $1.4 billion or more in fraudulent claims of unemployment. All three of our companies are victims, and so are some of our employees. Learn what to do to protect yourself and see if you are a victim of identity...Read More