Category: News Room

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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Dan Brooks, Founder of Xexis Private Wealth, Tops Amazon Best-Seller Lists with New Book “The Truth About the Financial Industry’s Profit-First Agenda.”

Phil Faris

Brooks’s new book hit best-seller lists on Amazon.com and ranked in the Kindle categories: # 1 Best Seller Budgeting # 1 Best Seller Financial Risk Management # 2 Best Seller Financial Services # 1 Hot New Release Business and Money Short Reads # 1 Hot New Release Finance Dan explained: “ In a world where more time is spent planning vacations than securing financial futures, the importance of meticulous retirement planning cannot be understated. Dive into the transformative journey outlined in this book, where the gift of quality planning paves…

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Lee Knoll Managing Partner of Knoll & Company – Next Generation CPA Firm, Interviewed on the Influential Entrepreneurs Podcast Discussing Bookkeeping Strategy

Phil Faris

Lee Knoll discusses streamlining bookkeeping strategies for business owners 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-bookkeeping-strategy/ Implementing an accounting system from the beginning is crucial for businesses as it sets a solid foundation for financial management and growth. Lee Knoll emphasizes the importance of having an accounting system in place right from the start, as it simplifies the process of managing finances and allows for easy scalability as the business expands. By starting with an accounting system early on, businesses can track their income, expenses, and…

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