The Collaborative:

Expert Advice for Business Owners

Tax Talk

Bertram Financial August 15th Market Update

August 15, 2022

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.…

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Green Money: The Best Kept Secret In The Financial World

Green Money: The Best Kept Secret In The Financial World

April 27, 2022

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…

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Credit Card Processing & Savings

Credit Card Processing & Savings

July 26, 2021

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…

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The Collaborative - Taxes

The Collaborative: What Is A PEO?

January 14, 2021

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…

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The Collaborative - Taxes

Get a Grip on You Business: Intro to EOS

December 29, 2020

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…

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The Collaborative - Taxes

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.…

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The Collaborative - Taxes

The Collaborative – Advanced Tax Planning

October 20, 2020

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…

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The Collaborative - Taxes

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…

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