The Collaborative
Bertram Financial, August 15th, Market Update
In August, we had another great Financial Power Hour. In addition, I would like to highlight the market update section for a few minutes. July was a great month…
Read MoreGreen Money: The Best Kept Secret In The Financial World
Let’s take a look back at a subject that is worth being mindful of, and that is the various colors of money. This week – let’s talk about green money,…
Read MoreCredit Card Processing & Savings
Credit Card Processing. Almost every business owner has to deal with credit card processing and there is little regulation or transparency in this industry. Join us as our partner and…
Read MoreThe Collaborative: New Tax Credits To Help Communities
New Tax Credits in 2021 Today we have Todd Mardis with us to talk about tax credits. Todd has a specialized tax practice. His team of tax attorneys provides advanced…
Read MoreThe Collaborative: What Is A PEO?
Michelle Bertram: We’re going to be talking today with Mike Kollath. He is a CPA and entrepreneur, and if I have to put it this way, in business just in…
Read MoreGet a Grip on You Business: Intro to EOS
Michelle Bertram: We just got off of our collaborative huddle call yesterday, which is a group of advisors and professionals with a goal to always continue to learn,…
Read MoreThe Collaborative – Tax Incentives
Michelle Bertram We’ve been talking a lot about taxes the fast few weeks and how it affects individuals, business owners. I wanted to bring on another specialist today, Clark Stover.…
Read MoreThe Collaborative – Advanced Tax Planning
Michelle Bertram: Alright, everyone. So taxes are becoming a hot topic. It’s always this time of year with a lot of the extension deadlines and corporate deadlines too. And then…
Read MoreThe Collaborative – Taxes
Conservation easements and opportunity zones can be a great way to reduce your taxes, especially if you’re a high-income earner or deal with the buying and selling of a business…
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