A&I Financial Services

Karl Frank and Nathan Merrill discuss practical plans for owners of stock options, restricted stock and other types of concentrated equity. Learn three big rules for owners of concentrated equity, and Karl’s favorite “go tax free” idea for owners of concentrated equity. Other ideas include nonqualified deferred compensation, employee stock purchase plans, net unrealized appreciation...Read More

Karl Frank and Nathan Merrill discuss what to do when a large amount of your net worth is tied up in a single company’s stock. This is called having concentrated equity. Learn investment and tax strategies to reduce the tax-load and increase the after-tax money you have. Learn about costs, complexity and safety for different...Read More

Jeff Krommendyk, Nathan Merrill and Karl Frank discuss the advantages and downsides to an ESOP: Employee Stock Ownership Plan. Learn from Jeff as he begins the path towards a graceful exit from his business, even if it may be many years away for him. Securities provided through Geneos Wealth Management, member FINRA, SIPC. Advisory services...Read More

Consolidated Appropriations Act of 2021 and What it Means for You Karl and Nathan Merrill, attorney at Goodspeed and Merrill, discuss the most recent HUGE tax reform passed through Congress at the end of 2020. Many people know about the $600 sent to families. But we discuss other details that may not have made the...Read More

Jeff Krommendyk, Nathan Merrill and Karl Frank discuss the advantages of different business legal structures. In a world of changing laws and taxes, some of the old thinking is out of date. Learn more about the LLC, the S cooperation, the partnership and their pros and cons.Read More

The experts interview Karan Safran, attorney, about the additional risks businesses face during the Covid-19 pandemic. Learn what business owners can and should do about it.Read More

Karl Frank and Nathan Merrill discuss their least favorite words of 2020 in a light-hearted discussion to end this “unprecendented” year.Read More

Karl Frank and Nathan Merrill discuss the key information you need to know about the Roth 401k. Learn why you may want to invest in one today.Read More

The experts interview Karan Safran, attorney, about the additional risks businesses face during the Covid-19 pandemic. Learn what business owners can and should do about it.Read More

The experts interview John Sauer about COVID-19 and the changes on employment law and new obligations and risks for employers.Read More