Nathan Merrill, Karl Frank CFP®

The majority of families who hire Annalee or one of her team members are in crisis. Their loved one, an elder, has had a decline in health and they are not ready. The communication between family members is struggling. And all of us, at some point in time, will not be able to speak up for ourselves when we need to. So it is good to find a guide, and this podcast provides some practical ways to choose one.

The Expert Network Team consists of Karl Frank CFP®, financial planner at A&I Wealth Management, Nathan Merrill, attorney at Goodspeed and Merrill, and Jeff Krommendyk, managing principal at OneDigital insurance.

Expert Network team provides free consultations. Just mention that you listened to the podcast.

Today’s guest:

Annlee Kruger
1-800-741-0302
https://www.linkedin.com/in/annaleekruger
wecare@carerightinc.com
www.carerightinc.com

Facebook: @carerightincorp https://www.facebook.com/carerightincorp

Instagram: @carerightinc https://www.instagram.com/carerightinc/

LinkedIn: @care-right-inc https://www.linkedin.com/company/care-right-inc/

YouTube: @caregivercrisis https://www.youtube.com/@caregivercrisis

Expert Network team provides free consultations. Just mention that you listened to the podcast.

Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
nmerrill@goodspeedmerrill.com
www.goodspeedmerrill.com

Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring risk
One Digital Insurance Agency
(303) 730-2327
jeff.krommendyk@onedigital.com

Karl Frank
Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
karl@assetsandincome.com

Learn enough details about the CTA so that you can take action. Learn about the exceptions to the Corporate Transparency Act, and see if you can avoid completing the requirements. Learn about the affected people, called company applicants. Learn about company applicants, learn about how one complies–the application process. Learn about risk management considerations, and put it all in perspective and make it real.

The Expert Network Team consists of Karl Frank CFP®, financial planner at A&I Wealth Management, Nathan Merrill, attorney at Goodspeed and Merrill, and Jeff Krommendyk, managing principal at OneDigital insurance.

Expert Network team provides free consultations. Just mention that you listened to the podcast.

Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
nmerrill@goodspeedmerrill.com
www.goodspeedmerrill.com

Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring risk
One Digital Insurance Agency
(303) 730-2327
jeff.krommendyk@onedigital.com

Karl Frank
Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
karl@assetsandincome.com

Sweeping new laws affect every business owner of nearly every size business in the USA. Nathan and Karl interview Charlston “Chase” DeGrood, an attorney at Goodspeed and Merrill, about the CTA: Corporate Transparency Act. All of us have to give up a lot of privacy and keep our information up to date or we face stiff fines. In a new Federal government database, the Feds are collecting ownership of companies, holding companies, and other legal entities, even if they have no financial affect. Even the person doing the work, regardless of their position in the company, must provide personal private information to complete the filing. Learn about your requirements, the risks you face and some ways to stay compliant in the first of two podcasts.

The Expert Network Team consists of Karl Frank CFP®, financial planner at A&I Wealth Management, Nathan Merrill, attorney at Goodspeed and Merrill, and Jeff Krommendyk, managing principal at OneDigital insurance.

Expert Network team provides free consultations. Just mention that you listened to the podcast.

Today’s guest:
Charlston “Chase” De Grood
(720) 531-4031
cdegrood@goodspeedmerrill.com

Expert Network team provides free consultations. Just mention that you listened to the podcast.

Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
nmerrill@goodspeedmerrill.com
www.goodspeedmerrill.com

Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring risk
One Digital Insurance Agency
(303) 730-2327
jeff.krommendyk@onedigital.com

Karl Frank
Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
karl@assetsandincome.com