Thanh is the CCO & COO for California International Bank discuss what a business should look for in a bank regarding lending, what is needed to qualify
Cullen discusses the Foreign National market regarding tax, estate obligations in US. Privacy issues and the process. Why Life Insurance is a desired asset class.
Discussion about an export tax credit called Interest Charge Domestic International Sales Corporation (IC-DISC). David will discuss this and how to apply, the structure and how to receive the benefits if you are an exporter.
David shares with the audience how a company’s owners can save money through life insurance with plan contributions 100% deductible.
Bob discusses the overlaps of your business and how it relates to your estate, estate planning, Will & Living Trusts.
Bob & Jay discusses a way to protect and preserve your income through P&C insurance.
A discussion with David Greenberg LLM, MSA, USTCP, CMT, EA, CPAA of what R&D Tax Credits are and who qualifies. Then the next best steps to take advantage of this 1981 Federal Incentive Tax Law.
Discussion of taxes now and where we are headed come 2026 by default when tax cuts sunset or expire. A discussion with the author of “The Power of Zero”, David McKnight.
Welcome to Wait…What? Financial Matters that Matter. This is a weekly show discussing topics across multiple topics in the world of Business Planning, Tax Mitigation, Risk Management, and Capital.