Bite Sized Finance Kelly Brothers

Imagine inheriting the family vacation home only to find you can't afford the liabilities that come with the gift. That's just one of the critical topics we 'll dissect with Mike Genovese, a financial mastermind from CapTrust, illuminating the shadowy corners of estate planning. Together, we navigate the intricacies of California's Prop 19 and delve into the mechanisms of a Qualified Personal Residence Trust, offering a roadmap for transferring cherished assets to the next generation. Mike then bestows vital wisdom on managing estate and income taxes, the strategic use of spousal exemptions, and the nuanced balance between capital gains and preserving legacy wealth through stock portfolios.

Get your notepad out as we confront the convoluted world of estate planning within the realms of second marriages—a situation that many individuals face. Our episode unravels the complexities of ensuring financial security for a new partner while honoring the legacy intent for children from previous relationships. Mike shares his expertise on bypass trusts, the role of trustees, and the use of specific type trusts for larger estates. The emphasis can't be minimizd for the necessity of crystal-clear communication and precise documentation to smooth the path through the intricate dynamics of blended families.

Wrapping up the episode, the attention turns to business owners pondering their exit strategy, with a deep dive into the advantages of Employee Stock Ownership Plans (ESOPs). For the entrepreneurial spirit looking to reward loyal employees and ensure the longevity of their life's work, our discussion on ESOPs reveals a tax-efficient method of business succession. Mike and I dissect the financial mechanics, regulatory intricacies, and the tangential benefits of selling a company to those who know it best—the employees. This episode is as much a masterclass; as it is a tutorial for navigating the financial implications of life's transitions.

For more information on what we provide at Captrust visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/

Join me, Kelly Brothers, for a comprehensive exploration of family legacy and construction prowess with Allison Otto, CEO of Otto Construction, a cornerstone of our regional development. Listen in as Allison unveils the storied history of her family's business, beginning with her grandfather's post-war entrepreneurial spirit, and how it has blossomed into a company that's not just constructing buildings but forging enduring community relationships. The anecdotes of growth, from the Sacramento Zoo to Fairytale Town, serve as testaments to the intertwining of familial dedication and societal contributions.

We'll venture behind the scenes of the construction industry with Allison, who shares her ascent from Director of Marketing to CEO, providing an insider's view of the industry's evolution. Our dialogue highlights the hurdles and triumphs for women in this traditionally male-dominated field, emphasizing the significance of educational pathways like the construction management certificate from UC Davis. Allison's passion for her work is palpable as she details the company's involvement in landmark projects, such as Sacramento International Airport's new parking garage, reinforcing the pivotal role Otto Construction plays in shaping public spaces.

We wrap the stories with a discussion on the invaluable role of trade careers and the economic tapestry they weave within our communities. We celebrate the dignity of manual labor, challenging preconceptions and underscoring the opportunities for growth and entrepreneurship within the trades. Allison's personal reflection on the responsibility of leading a company that underpins many families' livelihoods, along with her contributions to the urban renaissance of Sacramento, brings home the profound impact of the construction industry on local development and the fabric of city life.

For more information on what we provide at Captrust visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/

Bryan Srabian, the digital wizard behind the Giants' fan-favorite tweets and trending TikToks, joins us for a homerun discussion on the evolution of sports media. From the MySpace era to the fast-paced world of Instagram, we're taking you behind the scenes of the Giants' game plan for winning hearts in the digital realm. Bryan reflects on his own trajectory from a budding sports broadcaster to a social media strategist, navigating the seismic shifts in fan interaction and content creation that keep supporters on the edge of their seats on and off the field.

Our conversation takes an insightful turn as we examine the finesse of blending authentic fan engagement with the business of monetizing social media. Bryan opens up about the challenges of keeping the essence of fandom alive amidst targeted ads and sponsorships. We also touch on the personal side of social media, contemplating its influence on our kids and the imperative of fostering genuine connections in an increasingly virtual world. It's a heartfelt discussion with passion if you've wondered how sports teams score big with fans online.

Rounding third and heading for home, we'll celebrate the San Francisco Giants' legacy, reminiscing about unforgettable plays that have etched themselves into baseball lore. Bryan shares the electricity of live-tweeting history in the making and the off-the-field enhancements that elevate the beloved Oracle Park. For those dreaming of a career in sports PR or marketing, this episode is your front-row ticket to the insights and networking strategies that can transform passion into profession. This is a grand-slam episode that's as much about the love of the game as it is about the power of connection—both in the ballpark and beyond.

For more information on what we provide at Captrust visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/

Could the arrival of the Athletics be the catalyst that transforms Sacramento into a big-league city? Join me, Kelly Brothers, and special guest Gregg Lukenbill, the visionary behind Sacramento's sports evolution, as we dissect the Athletics' seismic shift to our hometown. Through our conversation, we unpack the rich tapestry of Sacramento's baseball history, from the bygone dreams of a minor league ballpark to the electric atmosphere at Sutter Health Park. Witness the cultural and economic tide that comes with a Major League Baseball team and the fervent hope that the A's will anchor themselves in Sacramento's future. The synergy of the Kings and A's could redefine our city's sports identity, forging a new legacy and a unified front that rallies the community.

This episode takes a step further and examines the pivotal role of unity and regional collaboration in keeping MLB in Sacramento. We reflect on the necessity of support from local businesses across multiple counties and the undeniable impact of Lukenbill's pioneering spirit. As we dig deep into Sacramento's sports aspirations, our gratitude for those who laid the foundations is evident. The discussion isn't just about keeping a team—it's about the ongoing transformation of Sacramento through the power of sports. Learn how a collective efforts and strategic partnerships may just be the home run that ensures that Major League Baseball finds a permanent nest in our vibrant city.

For more information on what we provide at Captrust visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/

Join me, Kelly Brothers, for a riveting journey through Sacramento's historical landscape with the city's very own game-changer, Gregg Lukenbill. Listen in as Gregg, once a young entrepreneur donning lumberjack shirts, recounts his audacious move to bring the Kansas City Kings to Sacramento and explores the city's vibrant 19th-century history. We traverse tales of the gold rush, the transcontinental railroad, and Sacramento's pivotal role in the Civil War, all the while uncovering the city's influence on American history that's often overlooked, including a surprising connection to Walt Disney's Electric Light Parade.

Venture with us as we reflect on Gregg's personal path from the ambitious youth influenced by Sacramento's dynamic past to a successful business and construction career. Discover how historical figures like Theodore Judah and George Hearst set the stage for Sacramento's impact on the region's economy and education, with institutions like UC Davis and Stanford rising from their endeavors. Greg's narrative is not just about the city's past but also about his own determination, taking us through the ups and downs of his business ventures, from early retirement dreams to pivotal real estate battles that shaped his future and the city's.

Wrap up your listening experience with an inside look at the challenges and triumphs of bringing an NBA team to Sacramento. Hear how Greg's vision for a revenue-sharing model and the fight to build a new arena amidst environmental and community resistance played out, along with the invaluable support from figures like NBA commissioner David Stern. From securing the Sacramento Kings to the thrilling opening night of their arena, this episode is packed with personal anecdotes and the tireless spirit that contributed to Sacramento's sports legacy. Tune in for an unforgettable glimpse into the resilience and innovation that continue to shape Sacramento today.

For more information on what we provide at Captrust visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/

Unlock the secrets of navigating the business marketplace and take control of your entrepreneurial destiny with expert guidance from Randy Hendershot of Evolution Advisors. Join me, Kelly Brothers, as we traverse the complex terrain of buying, selling, and valuing businesses. Whether you're an established business owner contemplating an exit, or a corporate refugee yearning for the thrill of entrepreneurship, this episode promises to equip you with the strategic tools you'll need for success.

Embark on a captivating exploration of what it takes to craft a robust exit strategy and the art of business valuation as the conversation continues. Randy's tales from transitioning Enterprise Rent-A-Car locations to guiding clients through business sales will illuminate the path to maximizing your company's worth. He also shares compelling stories of individuals who took the leap from employment to ownership, providing you with both inspiration and concrete strategies to follow suit. Gain insight into the emotional journey of buyers and sellers, and learn why your emotional investment in your business is just as crucial as your financial one.

We'll wrap with a focus on the essential foresight needed for succession planning and how to prepare your business for a profitable sale, even if it's not on the immediate horizon. We discuss the role of real estate in selling your company and the importance of customer diversification and modern financial analytics in attracting serious buyers. Join us as we dissect these critical aspects of business transactions to ensure that when the time comes, you're not just ready—you're ahead of the game.

To learn more about Evolution Advisors, visit https://evobizsales.com/

For more information on what we provide at Captrust visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/