Expert Network Team Karl Frank, Nathan Merrill, Jeff Krommendyk, Mike Miller
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- Business
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Accounting, Financial Planning, Insurance, Legal, Tax insights from Denver experts
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Aging plans with Annalee Kruger 1 of 2
Nathan and Karl interview Annalee Kruger with Care Right Inc. about what really happens as we age, how the healthcare system lets us down, and how a caregiver can face surprising and avoidable threats to her own health. Every family deserves a viable, sustainable aging plan, so that our elders can live with independence and dignity. Listen to stories and gain practical advice from one of America’s aging experts.
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E92: Corporate Transparency Act 2 of 2
Nathan, Jeff and Karl continue their interview of Charlston “Chase” DeGrood, an attorney at Goodspeed and Merrill, about the CTA: Corporate Transparency Act. These new laws affect almost every business owner of nearly every size business in the USA.
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Episode 91: Corporate Transparency Act Part 1 of 2
Sweeping new laws affect every business owner of nearly every size business in the USA. They are stressful. The fines for noncompliance or ignorance can be excessively expensive if ignored or incorrectly filed. As we are about to find out, it is good to have an expert on your side.
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Episode 90: Tax Harvesting...Gains and Losses
Nathan Merrill and Karl Frank discuss both sides of the tax question when it comes to year end planning ... particularly around harvesting losses, or basis resets with harvesting gains. Maybe not intuitive but valuable insights.
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Episode 89: Practical Advisor for Coping with and Managing Stress
Jeff Krommendyk, Nathan Merrill and Karl Frank discuss practical ways for business owners–and anyone!--can reduce stress. Drawing on personal experience, as well as all of our network, we tell you what we do–and what we would like to do! Keeping it real!
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Customer Reviews
Expert Advice from a team you can trust
10/10 would recommend. Very useful and practical advice. Editing seems very professional.
Legal and Tax Advice
Nathan Merrill is an exceptional legal and tax advisor who helps his clients save money through unique creative solutions. High net worth and more complex business clients are able to save thousands of dollars through Nate’s strategic tax and business strategies. And most importantly, his integrity is impeccable!
I find his team and podcasts to be highly professional and informative! Check it out.