Podcast Archives - Page 4 of 11 - A&I Wealth Management

A&I Financial Services

Episode 73: 2023 Tax Law Changes for Business Owners and Other Employers

March 7, 2023Karl FrankBusiness Owner Solutions, Business Owners and Executives, Podcast

Karl Frank, CFP and Nathan Merrill discuss the tax law changes that are most likely to affect business owners and other employers. At the end of 2022, Congress passed more than 90 changes to the tax laws and many of these affect employers, especially with retirement plans.Roth-a-mania, many new rules around after-tax retirement plans, most...

Episode 72: 2023 Tax Law Changes for Individuals and Families

February 21, 2023Podcast

At the end of 2022, Congress passed more than 90 changes to the tax laws. This podcast will cover the biggest changes that affect the largest number of individuals and families. Nathan Merrill tax attorney, interviews Karl Frank, CFP and discuss:New rules around required distributionsIRAs and 401k plan changesTax brackets and deductionsNew benefits for education...

Episode 71: Marijuana Use And The Workplace: What Employers Need To Know

February 7, 2023Podcast

Karl Frank, Nathan Merrill, and other team members discuss the latest legislation on the various forms of marijuana use and its regulations, the limitations of drug testing, and other things employers need to know about how the legislation can affect their workplace policies.

Episode 70: How Accountants (and Other Professionals) Can Make More Money and Spend Less Time Working, Part 2

December 13, 2022Podcast

Learn more about Loren’s services and get your free start up kit at https://www.businesssuccesssolution.com/package/

Episode 69: How Accountants (and Other Professionals) Can Make More Money and Spend Less Time Working, Part 1

November 29, 2022Podcast

Learn more about Loren’s services and get your free start up kit at https://www.businesssuccesssolution.com/package/

Episode 68: Lifetime Learning for Business Owners

November 9, 2022Karl FrankBusiness Owner Solutions, Business Owners and Executives, Podcast

Karl Frank, CFP, Jeff Krommendyk and Nathan Merrill discuss what we are reading, how we are keeping up with our small businesses. Learn more about the Expert Network Team’s process and free discovery meeting.

Episode 67: Reasons for Optimism in a Recession

October 18, 2022Podcast

Karl Frank, CFP, and Nathan Merrill discuss the recession. It is important for business owners, executives and managers to remain positive. Here are some reasons why and how! What makes the news is not what matters Recessions are usually mild Business owners have more choice and control than many people about how the recession affects...

Episode 66: Dangers of Payroll (and Payroll Taxes) for Employers

October 12, 2022Podcast

Karl Frank, CFP and Nathan Merrill discuss a couple of real-life horror stories for employers: the underappreciated risks of payroll and payroll taxes! Learn what risks you face as a fiduciary for the Federal and State governments Listen to a story about how Karl’s company had payroll, and three months of taxes, stolen…never to be...