125 episodes
The Truth About Wealth John Parise and Michael Parise
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- Business
Being a successful CFO starts with asking yourself questions that will give your family a better life now and for generations to come. In this podcast, financial professionals John and Michael, from Copper Beech Financial Group, guide you through eye-opening questions to help you discover the truth about your wealth.
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Hiring Leadership With Purpose Featuring Max Hansen (Ep. 125)
Do you need help to hire and retain top talent for your business? In this episode, John and Michael Parise are joined by Max Hansen, CEO and co-founder of Y Scouts, the first-ever purpose-based leadership search firm. Together, they dive into the importance of hiring with purpose and discuss strategies for recruiting and retaining top … Read More Read More
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Preparing Tax Strategies for the Upcoming Tax Provision Changes (Ep. 124)
How do the changing tax provisions impact your financial planning? Today on The Truth About Wealth, John and Michael Parise discuss the implications of the expiring tax provisions from the Tax Cuts and Jobs Act. They underscore the necessity of proactive tax planning and the importance of consulting with advisors to maximize benefits before these … Read More Read More
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Increasing Tax Efficiency and Asset Protection Through MSOs with Doug Dickey (Ep. 123)
How can Management Services Organizations (MSOs) enhance tax efficiency and asset protection for businesses? Today on The Truth About Wealth, John and Michael Parise welcome back Doug Dickey, CPA, CEPA, Manager, and Shareholder at DRDA, PLLC, for a conversation about the intricacies of management services organizations (MSOs). Doug provides a comprehensive explanation of MSOs, detailing … Read More Read More
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Is a C Corporation Right for You? with Doug Dickey (Ep. 122)
Is becoming a C Corporation the best tax strategy for your business? Today on The Truth About Wealth, John and Michael Parise speak with Doug Dickey, CPA, CEPA, Manager, and Shareholder at DRDA, PLLC, about the benefits and tax implications of using C corporations for business structures post Tax Cuts and Jobs Act. They explore … Read More Read More
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Case Study: How Upline Planning Helps Families Preserve Wealth Through Generations (Ep. 121)
How can generational planning help secure your family’s wealth for the future? Today on The Truth About Wealth, John and Michael Parise get together for a follow-up from the previous episode about upline generational planning. This week, they explore two case studies: the first concerning a family business owner with asset protection needs due to … Read More Read More
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Upline Planning: What it is & Why You Need to Do it (Ep. 120)
Why is generational planning crucial for protecting your family’s wealth? Today, John and Michael Parise discuss upline planning with a focus on the importance of generational planning and asset protection. They highlight the potential conflicts within families during asset distribution and the value of trusts. John and Michael also explore a strategy to maximize income … Read More Read More