March 15, 2021
CPA Alan Turnblom shares insight from his experiences as an international real estate tax professional on how the everyday investor may approach real estate investing with tax planning in mind.
March 8, 2021
Get a jump start on your tax planning with a few of these considerations Jamie Redfern shares!
February 22, 2021
One of the best in the business, Justin Martin, takes a few minutes to discuss life insurance and more sophisticated strategies he's able to assist with!
February 16, 2021
A $300K annual income to a $36K income overnight! Lesa Turner shares her story and the importance of insurance. We're excited to announce the Legacy Integrated Team is expanding into P&C!
February 8, 2021
Our in house tax specialist Jamie Redfern joins the show to discuss key COIVID and Cares Act tax code changes! Phenomenal info that could be game changing for business owners!
January 25, 2021
What does commercial real-estate looks like heading into 2021 "Post-COVID?" And what makes Boise ID different? Trever Nicoll of Ball Ventures Ahlquist joins the show to discuss some great topics pertaining to commercial real-estate!
January 19, 2021
PoleStar helps you with how your business can be valued higher before you transition or sell. CPA Randy Siddoway of PoleStar joins to discuss business transitions!
December 28, 2020
Powerful giving and charitable endeavors! Explore with us ideas around giving that also have tax advantages
December 14, 2020
WOW! How R&D tax credits are powerful for business owners. Potentially one of the best (and under-utilized) tax strategies out there!
December 7, 2020
Bullish on oil investing?! Even in today's political environment?? Hear what Nick Padula from US Energy has to share about where oil as an asset class is in today's world and learn what economic factors are impacting how investors are approaching it!