The Collaborative:

Expert Advice for Business Owners

Tax Credit - Small Business

The Collaborative: New Tax Credits To Help Communities

February 15, 2021

New Tax Credits in 2021 Today we have Todd Mardis with us to talk about tax credits. Todd has a specialized tax practice. His team of tax attorneys provides advanced tax planning. They run to the tax code to look at what’s available, especially for business owners.  (Note: If you are not a business owner,…

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The Collaborative: What Is A PEO?

January 14, 2021

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 this way, in business just in general. We’re going to be talking about PEOs and how that they can benefit business owners. So why don’t you just tell me a little…

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People In A Meeting - The Collaborative

Get a Grip on You Business: Intro to EOS

December 29, 2020

    Michelle Bertram: We just got off of our collaborative huddle call yesterday, which is a group of advisors and professionals with a goal to always continue to learn, which is the mark of a true professional, right? Someone who continues to learn after they know it all.    The topic yesterday was something…

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People In A Meeting - The Collaborative

The Collaborative – Tax Incentives

October 21, 2020

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. Clark is going to talk a little bit about some specialized tax incentives for businesses. So first Clark, why don’t you just tell me a…

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The Collaborative – Advanced Tax Planning

October 20, 2020

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 and corporate deadlines too. And then this year is on top of the election talking about taxes continually. So I wanted to bring on and talk to our tax planning team…

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People In A Meeting - The Collaborative

The Collaborative – Taxes

September 18, 2020

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 or large property. As we look at and talk about taxes, it is always a hot topic. We recently posted a blog where we discussed…

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