Month: July 2024

Interview with Lee Knoll Managing Partner of Knoll & Company -Next Generation CPA Firm Discussing Simplifying Tax and Accounting

Phil Faris

Lee Knoll discusses leveraging technology for easy tax and accounting solutions Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-lee-knoll-managing-partner-of-knoll-company-next-generation-cpa-firm-discussing-simplifying-tax-and-accounting/ Client portals, e-signatures, and document management apps are essential tools that can significantly enhance communication, security, and efficiency in handling tax and accounting needs. Lee Knoll emphasized the importance of leveraging technology to simplify tax and accounting processes.  Client portals, such as the one used by Knoll, allow clients to securely upload documents, receive tax returns and financials, and communicate with their accountants. This centralized platform ensures that…

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James A. Lavorgna Founder of Spencer Advisory Services, Releases Insightful Article on Tax Mitigation Strategies for Business Owners

Phil Faris

James Lavorgna discusses strategies for tax mitigation James A. Lavorgna has published a compelling new article focusing on charitable tax strategies to mitigate taxes. His expert analysis highlights two favored approaches: the reversionary charitable lead trust and the charitable bargain sale. The article provides real-life examples demonstrating how these strategies can be effectively used for tax planning and wealth management. Tax Mitigation Using a Reversionary Charitable Lead Trust When individuals with substantial retirement accounts consider converting traditional IRAs to Roth IRAs, they often face significant tax liabilities. James A. Lavorgna…

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Expand Institute Launches “Timeless Wisdom: The 13 Virtues of Benjamin Franklin” Course

Phil Faris

Grant Town Expand Institute, a leader in personal and professional development education, is thrilled to announce the launch of its newest course, “Timeless Wisdom: The 13 Virtues of Benjamin Franklin.” This course is part of the “Timeless Wisdom” series, which aims to bring the teachings of classic figures into relevance for the 21st century.

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Tyler Lopez, Co-founder, Owner & Chief Sales Executive of Lopez & Lopez, Interviewed on the Elite Real Estate Leaders Podcast

Phil Faris

Tyler Lopez discusses mastering real estate journey and success strategies Listen to the interview on the Business Innovators Radio Network: Interview with Tyler Lopez, Owner of Lopez & Lopez, REALTORS® – Business Innovators Radio Network Tyler Lopez’s focus on mindset is a key factor in achieving success in real estate. He emphasizes the importance of shifting from seeking approval to taking initiative and pursuing goals without hesitation. This change in mindset empowers individuals to break through barriers and reach new levels of success. Moreover, Tyler highlights the significance of increasing…

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