Live Life Liberated

Live Life Liberated

Por: Centura Wealth Advisory
Welcome to the Live Life Liberated Podcast. In this podcast, the team at Centura Wealth Advisory shares stories, smart techniques and insights for those individuals and families who have not yet been exposed to innovative tax planning strategies that help build and protect their wealth. We help our clients take their wealth from complex to elegant and from burdened to liberated. Join us as we explore strategies drawn from years of experience, research, and innovation, to solve your seen and unseen wealth management hurdles.
109 episodios disponibles

Latest episodes of the podcast Live Life Liberated

Mostrando página 5 de 6

Episode 28 – Finding the Right Insurance P&C Coverage for Your Business –– With Pamela Holden of Alliant Insurance Services 21/04/2021
Episode 27 – ESOPs as a Powerful Exit Planning Tool –– With Roy Farmer of Business Transition Advisors — Part 1 24/03/2021
Episode 26 – Looking at the M&A Landscape Through a Legal Lens –– With Paul Johnson of Procopio 10/03/2021
Episode 25 – The M&A World: How To Get the Best Value for Your Business –– With Eliot Peters of RA Capital 24/02/2021
Episode 24 – What Is In Store Under the Biden Administration Tax Regime and How You Can Prepare 10/02/2021
Episode 23 – Why You Must Consider Selling Your Business Through the ING Trust Strategy – Part One — With Guest Mark Morris 27/01/2021
Episode 22 – How Small to Medium Businesses can Leverage Fractional CFO/Accounting Services to Help Their Business Grow – with Guest Jennifer Barnes, CEO of Optima Office 13/01/2021
Episode 21 – Boost Your Business Retirement Plan Strategy – with Guest Tom Burns 30/12/2020
Episode 20 – Marketing During a Pandemic: What Changed in 2020 and How do Business Owners Need to Adapt – with Sharon Spooler of Chief Outsiders 16/12/2020
Episode 19 – Potential Tax Implications from 2020 National and California State Elections 02/12/2020
Episode 18 – The World Of Alternative Investments 04/11/2020
Episode 17 – Your Guide to Buy-Sell Agreements in 30 Minutes –– With John Parise and Michael Parise 19/10/2020
Episode 16 – How The Single-Family Rental Industry Has Become Reliable For Investors – With Guest Ted Conrads 30/09/2020
Episode 15 – Estate Tax Implications If Joe Biden Wins The Presidential Election 16/09/2020
Episode 14 – A Dive into Private Placement Life Insurance (PPLI) — With Guest Rick Calderon 02/09/2020
Episode 13 – The Impact Of COVID-19 On The Multi-Family Real Estate Industry – With Mark Gleiberman 19/08/2020
Episode 12 – Manage Business Risk with Potential for Financial Upside – With Guest Mark Sims of Captive Alternatives 05/08/2020
Episode 11 – WINGs, NINGs, DINGs. And Other ThINGs – With Mark Morris of Levitzacks 22/07/2020
Episode 10 – Supersized Qualified Retirement Plans and Rethinking Your Distribution Strategy of a Qualified Plan Since the Passage of the SECURE Act – With Guest Mike Zelch 08/07/2020
Episode 9 – CARES Act Considerations for Business Owners and Ultra High-Net-Worth Individuals — With Ken Van Damme of Ernst & Young 29/05/2020
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