Middle Market Dojo

Mavilian Financial Group
  • 5.0 (2)
  • BUSINESS
Middle Market Dojo

The show features guests discussing topics centered around the needs of business owners ranging from running their business to exiting their business and all the points in between.

  1. APR 11

    From Humble Beginnings to the Supreme Court: Justice David Medina's Journey & Legal Insights

    In this episode of the Middle Market Dojo Podcast, we sit down with former Texas Supreme Court Justice David Medina to explore his inspiring journey from a small Texas town to the heights of judicial achievement. Justice Medina shares the challenges and triumphs of balancing law school with full-time work, transitioning between the private sector and public service, and the nuances of legal processes that impact businesses. He offers in-depth insights into the workings of the Texas Supreme Court, discusses significant cases, and delves into the pros and cons of arbitration versus litigation for business disputes. This episode is a must-listen for anyone interested in the intersections of law, leadership, and business strategy. Join us to gain valuable lessons from one of the legal field's most distinguished figures.

    39 min

  2. FEB 27

    Navigating the IRS: Insights from Former Acting Chief of Staff Tom Cullinan

    In this revealing episode of the Middle Market Dojo Podcast, we sit down with Tom Cullinan, former acting Chief of Staff to the IRS, to dive deep into the complexities and inner workings of the IRS, current enforcement priorities, and the practical implications for taxpayers and tax professionals. With a career spanning both sides of tax representation, Tom shares invaluable insights, stories, and advice derived from his unique journey and experiences at the IRS. Whether you’re a business owner, an executive, or a tax professional navigating the middle market space, this episode is packed with essential knowledge, strategies, and tips to help you understand IRS operations, stay compliant, and effectively manage your tax-related matters. 📝 What You’ll Learn: The operational challenges and strategic shifts within the IRS. Key enforcement areas and how legislative changes affect IRS priorities. Insights into the Employee Retention Credit (ERC) and handling of fraudulent claims. Effective strategies for dealing with IRS audits and controversies. Practical advice for taxpayers and tax professionals for staying compliant and playing nice with the IRS. The influence of political changes on IRS policy and direction.

    51 min

  3. JAN 24

    Decoding the Fed 2024: Navigating Interest Rates and Economic Impact for Business Success

    In this enlightening episode of the Middle Market Dojo Podcast, we delve into the critical role of the Federal Reserve in 2024, a year marked by significant economic and political developments. Join our distinguished guests, Brett Fenn of Texas Capital Bank, Avo Mavilian, and Jack Najarian, as they unravel the complexities of the Fed's policies, dissecting how interest rate changes impact the lower middle market and the broader business landscape.

    48 min

  4. 12/07/2023

    Cryptocurrency Taxation: Navigating the IRS Landscape and Tax Strategies

    Dive into the complex world of cryptocurrency taxation with our expert guest, Stuart Clements, on this episode of the Middle Market Dojo podcast. Stuart sheds light on how the IRS views cryptocurrency, exploring potential variations from other federal agencies. Get insights into nuances, pending regulations, and the diverse treatment of crypto depending on its acquisition source. Don't miss this episode for a comprehensive discussion on the current landscape and future directions of cryptocurrency taxation!

    43 min

  5. 10/30/2023

    Unlocking the Door to Successful Business Exits: A Deep Dive Discussion

    In this episode of Middle Market Dojo Podcast, two seasoned professionals engage in a candid conversation about the intricate journey of business ownership, focusing on the critical aspects of business exits. They dive deep into the complex process of preparing for an exit strategy, covering everything from the initial triggers that prompt a sale to the nuances of business readiness. Delve into the world of decision-making, financial planning, and the importance of personal readiness when contemplating a major business transition. Join them as they share their experiences, anecdotes, and valuable perspectives on how to navigate the challenging path of selling a business and what comes after. Whether you're a business owner considering an exit or simply intrigued by the dynamics of business transitions, this episode provides invaluable insights to help you make informed decisions for the future.

    30 min

  6. 10/18/2023

    Safeguard Your Intellectual Property With Expert Legal Guidance

    We venture into the complex world of data usage, intellectual property, copyrights, and trademarks with a seasoned legal expert, Attorney Marcus Burnside. The digital landscape is evolving at breakneck speed, and understanding these crucial aspects is more important than ever for individuals and businesses. In this enlightening conversation, we tackle the intricacies of this dynamic field, helping you navigate the challenges and opportunities it presents. Exploring Data and Intellectual Property: The fusion of data and intellectual property is an area of great significance in today’s digital world. We delve into how data from various sources can be ingeniously combined to create new narratives. But with this fusion comes complex questions about data ownership, fair use, and derivative works. Our expert offers valuable insights into these legal intricacies. Data Privacy and Legal Consequences: As data’s role in our lives grows, so do concerns about privacy. Our discussion examines the critical importance of data privacy and the potential legal ramifications that can arise from mishandling sensitive information. You’ll discover essential legal obligations and best practices to protect privacy rights. AI Advancements and Intellectual Property: Artificial Intelligence (AI) is revolutionizing the way we work and create content. Our episode explores the real-world impact of AI advancements and their profound implications for creators and businesses. Learn about the legal grey areas surrounding AI-generated content such as those from ChatGPT and Bard, and understand how it affects you. Guarding Your Creativity and Brand: Copyright and trademarks are the guardians of your intellectual property and brand identity. Our discussion offers a comprehensive look at these crucial legal tools and how they can protect your creative works and help build a distinctive brand identity. Gain insights into securing your intellectual property and staying legally compliant. Whether you’re an entrepreneur, content creator, or simply curious about the digital revolution, this episode is packed with valuable insights to help you make informed decisions regarding data usage, intellectual property, copyrights, and trademarks. Empower yourself with the knowledge to stay compliant and informed in this ever-changing digital landscape.

    45 min

  7. 10/10/2023

    Corporate Transparancy Act

    In this episode of Middle Market Dojo Podcast, we delve into the Corporate Transparency Act, which takes effect on January 1, 2024. Learn about the Act's purpose, who needs to comply, key deadlines, exemptions, potential penalties, and more. Discover how this legislation impacts businesses and why compliance is crucial. Stay informed and prepare your company for the changes ahead. Join the conversation on this important topic with our expert speaker by commenting below. For more in-depth discussions on legal and business topics, subscribe to our channel and stay updated with the latest insights. Don't forget to like and share this video to help others navigate the complexities of the Corporate Transparency Act.

    25 min

  8. 10/03/2023

    Family Limited Partnerships (FLP) with Christopher Masters

    In this insightful discussion, Christopher Masters, Houston Managing Shareholder at Doeren Mayhew, sits down with Jack Najarian and Avo Mavilian, EA, WMCP®, ChSNC® as we take a deep dive into the world of Family Limited Partnerships (FLPs), offering a comprehensive understanding of their role in estate planning and wealth transfer. Our seasoned experts provide invaluable insights into the intricacies of establishing and managing an FLP, shedding light on essential factors that can shape your financial future. Explore the critical considerations that come into play when creating an FLP, including strategies for anticipating buyer expectations. Discover why forming a cohesive team of advisors, including attorneys, investment experts, and CPAs, is pivotal to a successful FLP. Learn how collaborating with these professionals can help you align the structure and tax framework of your business with the long-term goals of preserving your family's wealth. Gain a deeper understanding of the proactive planning required for FLPs, as well as the annual administrative tasks and associated costs. Learn how these efforts are necessary to maintain the integrity of your FLP and ensure its continued effectiveness as a wealth management tool. But FLPs are not just about financial assets; they can also serve as a means of passing down essential family values. Discover how senior generations can use FLPs to impart their financial wisdom, ethics, and strategies to the younger heirs. Understand the profound impact this can have on preparing the next generation to responsibly manage the family's wealth. We also address the challenges that arise when heirs are disinterested in the family's financial affairs and explore potential solutions for bridging this gap. Furthermore, we delve into the longevity of FLPs, explaining how they can transcend generations, mitigating common conflicts that often surface after the passing of the senior generation. Don't miss this comprehensive discussion that goes beyond the basics of FLPs, offering valuable insights and guidance for securing your family's financial legacy while imparting enduring values to future generations. Whether you're an established business owner or just beginning to explore estate planning options, this episode provides essential knowledge to help you make informed decisions about FLPs and their role in your financial future.

    46 min
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Ratings & Reviews

5
out of 5
2 Ratings

About

The show features guests discussing topics centered around the needs of business owners ranging from running their business to exiting their business and all the points in between.

Information

  • Creator
    Mavilian Financial Group
  • Years Active
    2022 - 2024
  • Episodes
    25
  • Copyright
    Copyright © 2022 Mavilian Financial Group. All rights reserved.
  • Provider
    Tailwind Financial Strategies, LLC

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