Once you’ve built your business, it’s time to continue your legacy for generations to come. Establishing a family office provides multi-generational families a proactive plan for their financial aspects, customized to their needs. We’re joined by Bob Neides and A’Shira Nelson from Apple Growth Partners to learn about their family office services. They share insights …
What’s the most effective way to measure the success of a leader? Our guest today – Mike Rao – tells us how and much more in an insightful conversation. Mike is an expert in professional development, career coaching, emotional and social intelligence, and employee engagement. After 15 years in the corporate world, Mike tells Chuck …
By Bob Neides, CPA Opportunity Zone investments offer a unique “opportunity” to defer, reduce, and even eliminate having to pay tax on certain capital gains. Created from provisions in the Tax Cuts and Jobs Act of 2017, according to Investment News, “Opportunity Zones are specifically designed to incentivize investment in economically distressed communities and, for …
