by candy | May 31, 2024 | Podcast
Let me tell you about my fascinating guest today, Brandon Barnum. After becoming a single father, Brandon displayed remarkable innovation in 1997 by showcasing real estate listings for partnering realtors. However, he truly transformed his career when he mastered the...
by candy | May 31, 2024 | Video Blogs
Do you have assets you are planning to leave to someone? Do you know how the receipt of assets or money can impact the recipient? A significant amount of dollars are poised to transfer between generations, and strategic estate planning becomes paramount. In today’s...
by candy | May 29, 2024 | Podcast
My fascinating guest today – Dave boasts over 35 years of impressive experience managing and leading organizations at national and international levels. His passion lies in developing leaders, as he deeply understands what it takes to successfully build and...
by candy | May 27, 2024 | Featured, IRS
You’ll be interested to know that the Internal Revenue Service (IRS) has recently introduced an initiative called Simple Notice, aimed at revamping its notices to make them more user-friendly for taxpayers. This initiative is part of the IRS’s broader...
by candy | May 24, 2024 | Podcast
I recently had the pleasure of chatting with Marshall Darr, co-founder and CEO of Stretch Dollar. As a former VP of Marketing and someone with over a decade of experience in the health insurance space, Marshall has an insightful perspective on the challenges small...