The Elevate Your Business Podcast with Adam Koos
The Elevate Your Business Podcast with Adam Koos
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Leveraging Qualified Opportunity Zone State Tax Credits with Andrew Doup - Elevate Your Business
In this episode of Elevate Your Business, Adam welcomes Andrew Doup, founder of Syndication Counsel, to discuss the powerful tax benefits of Qualified Opportunity Zones. Andrew shares his expertise on how these zones work, the federal and state tax incentives they offer, and how investors can strategically leverage them to maximize their returns while minimizing their tax liabilities.
Adam and Andrew explore practical tips for properly utilizing Qualified Opportunity Zones, highlighting common mistakes to avoid and the key steps to unlocking their full investment potential. Whether you’re an investor, business owner, or simply curious about tax-saving opportunities, this episode provides actionable insights for maximizing your financial strategy.
www.syndicationcounsel.com/
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To take our Free Business Valuation Quiz, visit www.ElevateAndExit.com
For more educational articles, screencasts, and other free tips, head over to www.ElevateAndExit.com and sign up to be the first to know, whenever content is released!
For more information on retirement planning and wealth management, visit www.LibertasWealth.com.
ELEVATE and Exit
www.ElevateAndExit.com
5003 Horizons Dr., Suite 200
Columbus, Ohio 43220
info@ElevateAndExit.com
มุมมอง: 6

วีดีโอ

Smart Strategies for a Successful Business Exit with Joseph Sofia
มุมมอง 1421 ชั่วโมงที่ผ่านมา
In this episode of Elevate Your Business, Adam sits down with Joseph Sofia, Regional President of First National Bank in Central Ohio. With expertise in commercial and middle-market banking, loan origination, portfolio management, and credit analysis, Joseph shares practical insights for business owners navigating the complexities of scaling and selling a business. Joseph reveals one actionable...
How I Built It with Andy Fruechtnicht, Founder and CEO of Single Source IT - Elevate Your Business
มุมมอง 19หลายเดือนก่อน
In this episode of Elevate Your Business, Adam continues the "How I Built It" series with Andy Fruechtnicht, CEO, President, and Founder of Single Source IT, based in Columbus, Ohio. Andy shares his journey from his very first job to becoming a successful entrepreneur in the IT industry. He talks about what inspired him to start his business and the pivotal moments that shaped his career. Adam ...
Getting 'Exit Planning' Out of Your Vocabulary with Bob St. Germain - Elevate Your Business Podcast
มุมมอง 8หลายเดือนก่อน
In this episode of "Elevate Your Business," Adam talks with Bob St. Germain, Managing Director and Principal at Corporate Finance Associates in Columbus, Ohio, about why exit planning is essential for business owners from day one. Bob explains the importance of integrating exit strategies from day one, transforming the way owners think about and plan for the future of their business. Adam and B...
Simplifying Estate Planning with Dan Baron of Baron Law
มุมมอง 19หลายเดือนก่อน
In this episode of "Elevate Your Business," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your assets. Dan introduces the concept of asset shrinkage,...
Get "EXIT PLANNING" Out of Your Vocabulary! Plan NOW to sell for MORE Later! Webinar Replay
มุมมอง 142 หลายเดือนก่อน
Plan NOW to Sell for MORE! - Monetizing Your Life’s Work *Featuring Bob St. Germain, Managing Director & Principal at Corporate Finance Associates* In this webinar, Bob St. Germain, an experienced leader in mergers, acquisitions, and corporate finance, shares invaluable insights into how business owners can successfully plan their exit and maximize the value of their life's work. Whether you're...
"Unlocking Talent" - Proven Strategies to Hire and Attract Top Talent - WEBINAR REPLAY
มุมมอง 182 หลายเดือนก่อน
- - - - To take our Free Business Valuation Quiz, visit www.ElevateAndExit.com For more educational articles, screencasts, and other free tips, head over to www.ElevateAndExit.com and sign up to be the first to know, whenever content is released! For more information on retirement planning and wealth management, visit www.LibertasWealth.com. ELEVATE and Exit www.ElevateAndExit.com 5003 Horizons...
Recruiting and Attracting Top Talent with Robb Christenson and Chuck Nauman of Peerless Search
มุมมอง 282 หลายเดือนก่อน
In this episode of "Elevate Your Business," Adam sits down with Robb Christenson and Chuck Nauman, Co-Founders and Partners at Peerless Search, a leading talent solutions firm specializing in Finance, Accounting, and Tech placements. Robb and Chuck share their insights on the current state of recruiting, emphasizing the crucial role of authenticity in building and maintaining trusted relationsh...
CFO Secrets: Maximizing Profits with CFO Strategies with John Aman, Partner at B2BCFO
มุมมอง 463 หลายเดือนก่อน
In this episode of "Elevate Your Business," Adam welcomes John Aman, Partner at B2BCFO and a 30 year veteran in the financial services industry. Specializing in lower and middle-market privately held companies with revenues ranging from $2 million to $60 million, John shares his expertise on how CFOs analyze financials to drive profit growth. Adam and John delve into key financial strategies, i...
Real Estate & Tax Avoidance! How to Use 1031s and DSTs to Avoid Capital Gains Tax - REPLAY
มุมมอง 124 หลายเดือนก่อน
Enjoy this webinar replay on the intricacies of 1031 exchanges and Delaware Statutory Trusts (DSTs). In this insightful educational session, Adam Koos and Greg Smith (IPX 1031) unravel how 1031 exchanges and DSTs can significantly benefit real estate investors. They discuss how these tools help investors minimize tax liabilities when selling real estate and reinvest those savings into new ventu...
The Art of the ESOP: Growth Strategies and Sales Secrets from Top Business Minds - REPLAY
มุมมอง 54 หลายเดือนก่อน
Enjoy the replay of this insightful webinar, where we dove into the transformative power of Employee Stock Ownership Plans (ESOPs). Our seasoned experts at ELEVATE shared proven strategies for leveraging ESOPs to drive business growth, enhancing employee engagement, and unlocking lucrative exit opportunities for your business. So, whether you're an owner contemplating a sale, or an entrepreneur...
The Future of Accounting and CPAs w/ David Hartley, Anders CPA and Advisors - Elevate Your Business
มุมมอง 234 หลายเดือนก่อน
In this episode of "Elevate Your Business," Adam sits down with David Hartley, Partner-In-Charge at Anders CPA and Advisory, to explore the evolving landscape of accounting, tax work, and CPA services in a post-pandemic world. David shares his insights on how the industry is changing, revealing what he sees as the "cheat code" to thriving in this new era. Together, Adam and David discuss the fu...
Understanding ESOPs with Joseph Sophia, Troy Starr, and Greg Daugherty - Elevate Your Business
มุมมอง 924 หลายเดือนก่อน
In this episode of "Elevate Your Business," Adam discusses Employee Stock Ownership Programs (ESOPs) with experts Joseph Sophia, Troy Starr, and Greg Daugherty. They explain how ESOPs work, differentiating them from other business exit plans and employee benefits. Learn about the benefits ESOPs offer to both employers and employees, making them an attractive option for business succession plann...
Navigating Digital Business Acquisitions for IT Professionals with Michael Frew
มุมมอง 355 หลายเดือนก่อน
In this episode of "Elevate Your Business," Adam chats with Michael Frew of Dev Driven Acquisitions to explore the world of digital business acquisitions. Michael shares his journey from the corporate sphere of software engineering to online business purchases. He discusses the benefits for IT professionals of acquiring established online businesses rather than starting from scratch, offering a...
How To Use 1031s and DSTs To Minimize Real Estate Taxes with Greg Smith, VP of IPX1031
มุมมอง 355 หลายเดือนก่อน
In this episode Adam sits down with Greg Smith, VP of IPX1031, to unravel the complexities of 1031 exchanges and Delaware Statutory Trusts (DSTs). As experts in the field, Greg and his team help real estate sellers minimize tax liabilities and reinvest those savings into their next ventures, making these tools invaluable for savvy investors. Throughout their discussion, Adam and Greg explore ho...
Mastering Financial Metrics and Team Building with Jody Grunden - Elevate Your Business Podcast
มุมมอง 106 หลายเดือนก่อน
Mastering Financial Metrics and Team Building with Jody Grunden - Elevate Your Business Podcast
From Adversity to Thriving Restaurateur: A Conversation with Just Chicken Founder D'Andre Martin
มุมมอง 286 หลายเดือนก่อน
From Adversity to Thriving Restaurateur: A Conversation with Just Chicken Founder D'Andre Martin
Unlocking College Savings: Tax-Free Tuition Hacks and Income Shifting Strategies - #tuition
มุมมอง 296 หลายเดือนก่อน
Unlocking College Savings: Tax-Free Tuition Hacks and Income Shifting Strategies - #tuition
Behind the Pages: Mastering Business Influence with Ghostwriter Extraordinaire, Michael Levin
มุมมอง 187 หลายเดือนก่อน
Behind the Pages: Mastering Business Influence with Ghostwriter Extraordinaire, Michael Levin
Bridging Talent and Opportunity: Inside HBCU Connect with CEO and Founder Will Moss
มุมมอง 207 หลายเดือนก่อน
Bridging Talent and Opportunity: Inside HBCU Connect with CEO and Founder Will Moss
Marketing and Digital Domination with Bill Kiefaber, President and Owner of Marketing Works
มุมมอง 67 หลายเดือนก่อน
Marketing and Digital Domination with Bill Kiefaber, President and Owner of Marketing Works
Defining Success and Empowering CEOs with Kiley Peters, Executive Coach and Founder of RAYNE IX
มุมมอง 58 หลายเดือนก่อน
Defining Success and Empowering CEOs with Kiley Peters, Executive Coach and Founder of RAYNE IX
Cultivating Innovation and Culture: Insights from Dr. Jonathan Baktari MD - Elevate Yopur Business
มุมมอง 118 หลายเดือนก่อน
Cultivating Innovation and Culture: Insights from Dr. Jonathan Baktari MD - Elevate Yopur Business
Appreciation Marketing and Making Customers For Life with Curtis Lewsey, Founder of AMCards
มุมมอง 29 หลายเดือนก่อน
Appreciation Marketing and Making Customers For Life with Curtis Lewsey, Founder of AMCards
Tips To Improve Your Sales Team with Tim Byrd, CSL, of Sales Xceleration - Elevate Your Business
มุมมอง 179 หลายเดือนก่อน
Tips To Improve Your Sales Team with Tim Byrd, CSL, of Sales Xceleration - Elevate Your Business
CFO Secrets: Mastering Company Books for Skyrocketing Profits with John Aman
มุมมอง 259 หลายเดือนก่อน
CFO Secrets: Mastering Company Books for Skyrocketing Profits with John Aman
The Greatest Tax Incentive Ever (and it's Going Away?) - Qualified Opportunity Zones w/ Andrew Doup
มุมมอง 8310 หลายเดือนก่อน
The Greatest Tax Incentive Ever (and it's Going Away?) - Qualified Opportunity Zones w/ Andrew Doup
Elevate Kick Off Video
มุมมอง 42 ปีที่แล้ว
Elevate Kick Off Video

ความคิดเห็น

  • @jamestuckeriv7269
    @jamestuckeriv7269 หลายเดือนก่อน

    This is Awesome!

  • @engagementsbooster
    @engagementsbooster 2 หลายเดือนก่อน

    🥰🥰🥰🥰🥰🥰

  • @williamgriffin61
    @williamgriffin61 2 หลายเดือนก่อน

    Y'all crushed it! The question about the FAQ's that Michael gets were spot on. Cheers!

  • @VisibleID
    @VisibleID 7 หลายเดือนก่อน

    Useful conversation.

  • @Coowillallen
    @Coowillallen 7 หลายเดือนก่อน

    Amazing learned so much! Thanks so for posting this