The Collaborative
Bertram Financial August 15th Market Update
Bertram Financial, August 15th, Market Update In August, we had another great Financial Power Hour. In addition, I would like to highlight the market update section for a few minutes.…
Read MoreGreen Money: The Best Kept Secret In The Financial World
Green Money: The Best Kept Secret In The Financial World Let’s take a look back at a subject that is worth being mindful of, and that is the various colors…
Read MoreCredit Card Processing & Savings
Credit Card Processing & Savings: Almost every business owner has to deal with credit card processing and there is little regulation or transparency in this industry. Join us as our…
Read MoreThe Collaborative: What Is A PEO?
The Collaborative: What Is A PEO? Michelle Bertram: We’re going to be talking today with Mike Kollath. He is a CPA and entrepreneur, and if I have to put it…
Read MoreGet a Grip on You Business: Intro to EOS
Get a Grip on You Business: Intro to EOS Michelle Bertram: We just got off of our collaborative huddle call yesterday, which is a group of advisors and…
Read MoreThe Collaborative – Tax Incentives
Michelle Bertram We’ve been talking a lot about taxes the fast few weeks and how it affects individuals, business owners. I wanted to bring on another specialist today, Clark Stover.…
Read MoreThe Collaborative – Advanced Tax Planning
The Collaborative – Advanced Tax Planning Michelle Bertram: Alright, everyone. So taxes are becoming a hot topic. It’s always this time of year with a lot of the extension deadlines…
Read MoreThe Collaborative – Taxes
Conservation easements and opportunity zones can be a great way to reduce your taxes, especially if you’re a high-income earner or deal with the buying and selling of a business…
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