The Seven Must Questions Every Business Owner Should Ask When Considering Implementing AI !A

John Dickson, ( president of Front Line Productions) and Brian Kerrigan (Excelerating AI), team up to discuss seven major questions every business owner should ask themselves when entering the area of AI for their firm.

Both John and Brian have jumped into AI, not only to use in their businesses, but also to learn it and develop to the point of other business owners are now asking them to help implement AI in their firms.

John and Brian cover seven important questions that will help business owners define the path needed to use AI in their firms.

Brian Kerrigan

excelerating.com

John Dickson

Frontline Productions Website

10 Reason Why

Tom covers 10 reasons why using the JFK Era benefit plan/executive compensation is much more efficient than a 401(k) or profit-sharing plan for high earning business owners. He covers the tax traps in qualified plans that affect high earning business owners.
Thomas J. Perrone, CLU, CIC
WWW.bpbpgrp.com
tperrone@necgginc.com
Email me if you would like a white paper on the JFK Era Benefits. ; Subject line: jfk. - podcast.

Where You Are Where You Could Be!

Tom explains why you need to know where you are in your current planning situation for your business and personal life.

Most people are not very sure they know where they are. Why? Because since they did their last planning, not only has their personal life changed, their business has changed also.

Also, over that period of time there have been a number of changes coming out of Washington that may have altered what they have already planning, making it out of date.

The remedy is to define where you are by gathering some information.

Tom explains his “Two Minute Business Man’s Viewpoint System”, which helps his clients get up to date as to where they currently are in their planning, thus allowing them to re-plan based on changes.

Thomas J. Perrone, CLU, CIC
New England Consulting Group of Guilford, Inc. tperrone@necgginc.com
203-530-6615

www.bpbpgrp.com

The Current Employee Isn’t Your Dad’s Employee!

Relationships with employees have changed over the years, and professionals in the Human Resource field have had to change as the times have.

Today’s broadcast covers 10 poignant questions about dealing with the ever-changing profile of employees and what it takes to create a strong business culture.

Our guest Bob Moran discusses a wide range of situations in business and how smaller companies can adjust to these changes.

Robert Moran

Proactive Positive Employee Relations, LLC

74 Limewood Ave Branford, CT 06405

203.918.8947

moranrw1@yahoo.com

Filing Your Pipeline of Qualified Prospects Does Not Have to Be Challenging!

Our podcast with Kelly Atwater, founder of Engagebizdev, discusses how her firm helps business owners in developing qualified prospects who are eager to consider their services and products. Many business owners make the mistakenassumption that their services or products will sell on their own, only to discover in most cases that they do not. They soon realize that they need a business development plan, but they lack the knowledge to create one. While there is a talent involved in generating interest in your profile client, it also requires a significant amount of time. Most business owners are unaware of how to accomplish this task, nor do they have the time to dedicate it to it. This is where Kelly’s firm comes into play. Listen as we delve into the method of creating qualified prospects who are interested in using your products and services.

Kelly Atwater
https://engagebizdev.com/
https://engagebizdev.com/contact/

Ed Pratesi, the Managing Director of Valuation & Transition Strategies, LLC. helps business owners and their advisors achieve a stress-free process to learn the value of their business, how to increase its value, and the development & execution of a transition strategy or strategies.

Enhanced expense deduction capability - be careful how you execute - too much of a good thing can leave you cash poor and a tax liability
QSBS - liberalizing the rules allows C
corporation business owners to potentially shield 100% of their capital gains on sale.
- This present gifting scenarios to sort of spread the wealth - couple the prospect of valuation discounts and you have a winner
With the gift tax exemption rises to $15M
under the Bill - family wealth planning with SLAT's and other vehicles are enhanced with valuation discounts. Eepratesi@gmail.com

JOHN SALEMI. John Salemi: OFFICE MANAGING PARTNER, UHY FARMINGTON CT; has thirty years of professional experience, with a specialization in tax issues and management consulting. John can draw upon his practical financial background in addressing the many managerial problems confronting business owners in today's complex economic and regulatory environment. Jsalemi@uhy-us.com

R&D Credits / Depreciation changes / Interest deductions - Section 163(j)

TOM PERRONE Founder and President of New England Consulting Group of Guilford, Inc. Estate and Business planning, and Executive Compensation. tperrone@necgginc.com
•Grantor Trust
•Non-Grantor Trust (SALT)
•Decanting OF Trusts for IDIT – SWIPE PROPERTY
•Cash Flow and Executive Benefits

Navigating the VUCA World — Building Strong Organizations Through People and Culture

In this episode, we explore how today’s employers can thrive in a VUCA environment — one defined by Volatility, Uncertainty, Complexity, and Ambiguity. Our conversation dives deep into how organizations can adapt their performance management, leadership development, and total rewards strategies to attract, grow, and retain top talent amid constant change.

Ken Somers and Marc Kroll cover VUCA

Key Topics Covered:
• Understanding VUCA: What does it mean for today’s business leaders and workforce.

• • Performance Management in Turbulent Times: How to use feedback, accountability, and coaching to drive engagement and retention.
• • Preparing for Leadership Transitions: Steps organizations can take now to ensure continuity and resilience.
• • Using Coaching Effectively: When and how to apply coaching interventions to support struggling leaders and accelerate growth.
• • Total Rewards Reimagined: How compensation, benefits, and culture work together to motivate employees in a shifting labor market.
• • Culture Alignment: Ensuring that Total Rewards and performance management align with an organization’s values and strategic goals.
• • Talent Trends in a Volatile Market: Emerging job disciplines, the growing talent scarcity, and innovative retention strategies.

Takeaway:
In a VUCA world, success comes from flexibility, transparency, and a people-first approach. By aligning leadership, culture, and rewards, organizations can turn uncertainty into a strategic advantage.
Ken Somers
https://somershrsolutions.com/

Ken’s Books
Transforming Performance Management
A Manager's Guild To Leading Effective One On One's
Marc Kroll
https://comp360totalrewards.com/

Creating Success Through Talent and A Culture Oriented Business!

Meet Mike Perlow, founder and President of Perlow Productions, a leading corporate video production, animation, and livestream service.

Mike shares with us the inside of his operation and the success of it.

We dove deep into the “Why” of his business, to the relationship with his employees and clients.

Mike gets it as an employer, as to what matters when building a business and creating the culture of his business.

This podcast has a lot of “knowledge nuggets” from a veteran business owner, and worth spending time learning from Mike Perlow.

Mike Perlow
Perlow Productions
856.669.1669
1 Eves Drive, Marlton, NJ
08053
mike@perlowproductions.com
https://perlowproductions.com/company/