Live Life Liberated

Live Life Liberated

Welcome to the Live Life Liberated Podcast. In this podcast, the team at Centura Wealth Advisory shares stories, smart techniques and insights for those individuals and families who have not yet been exposed to innovative tax planning strategies that help build and protect their wealth. We help our clients take their wealth from complex to elegant and from burdened to liberated. Join us as we explore strategies drawn from years of experience, research, and innovation, to solve your seen and unseen wealth management hurdles.

Episodes

July 28, 2021 19 min
Are you aware of how cost segregation (Cost Seg) can minimize your taxes? It helps you reduce your tax liability by accelerating depreciation on real estate assets. In this episode, Sean Clark, Director of Planning, interviews Isaac Downing, Regional Director at Capstan Tax Strategies, and an expert in the cost segregation landscape. Isaac explains how … Continue reading 34. Minimizing Taxes Through Cost Segregation With Isaac Down...
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A lot of people are minimizing their estate taxes through current estate tax exemptions. But what if you aren’t ready to transfer your wealth, and want to retain access to your assets? There are multiple gifting strategies to help you do that. Join Kyle Malmstrom and Charles Levun, partner at Levun, Goodman & Cohen LLP, … Continue reading 33. Creative Gifting Strategies To Optimize Your Estate Plan With Charles Levun →
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For a lot of advisors, attorneys, CPAs, and other professionals, 2020 was one of their busiest years. Now, with hot market conditions and new rules and regulations, 2021 is shaping up to be even busier! In this episode, Derek Myron is joined by Brent Glova, managing director at Vantage Point Advisors, Inc. They explore the … Continue reading 32. Key Things You Need To Know About Corporate Valuations With Brent Glova →
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The interest rate yield on traditional fixed income investments, such as bonds, are at an all-time low. Consequently, there is decreased upside potential and a greater downside risk. In this episode, David Cariani, CIO, is joined by Christopher Hyman, senior case designer at Centura Wealth Advisory, to discuss how life insurance can be a powerful … Continue reading 31. How Life Insurance Solutions Can be Used as an Alternative to F...
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When business leaders from different industries come together, it can lead to a diverse set of perspectives that challenge you to think differently, and help you make better decisions.  In this episode, Derek Myron is joined by Joe Phillips, founder and chairman of The BEST CEO Group. With nearly 23 years of experience in running … Continue reading Episode 30 – How Peer Advisory Groups Help You Learn From Fellow Business Leaders ––...
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With the For The 99.5% Act proposal, estate tax and capital gains tax are expected to rise drastically starting in January 2022. Several tax benefits might also be eliminated. What can you do now to minimize the impact of this act on your estate planning? Derek Myron and Kyle Malmstrom answer this question in this … Continue reading Episode 29 – The Potential Impact of New Tax Proposals on Capital Gains Tax and Estate Planning →
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Insurance is a necessary risk management tool, but many business owners struggle with finding the right coverage, carrier, and riders, to meet their unique business.  But when a claim happens, who is on your side to navigate the complex and often misunderstood claims process? In this episode, Jonathan Freeman is joined by Pamela Holden, Vice … Continue reading Episode 28 – Finding the Right Insurance P&C Coverage for Your Busin...
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Selling your business to private equity firms might get you the highest sale value. But, it might not be ideal for your employees. In part one of this two-part series, join Kyle Malmstrom and Roy Farmer, Managing Director at Business Transition Advisors, as they talk about a highly effective tool for exit planning –– Employee … Continue reading Episode 27 – ESOPs as a Powerful Exit Planning Tool –– With Roy Farmer of Business Trans...
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Most business owners don’t realize the importance of compliance until they take their business to the market and are bombarded with questions from prospective buyers. In part three of our M&A series, Derek Myron joins Paul Johnson, partner at Procopio, to discuss the key legal aspects of every M&A deal. Join them as they address … Continue reading Episode 26 – Looking at the M&A Landscape Through a Legal Lens –– With Pa...
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The sale of a business is probably the most important transaction for every business owner and their family. It’s a life-changing event. In part two of this M&A series, Derek Myron talks to Eliot Peters, managing director at RA Capital Advisors, to explore the growing opportunities in the M&A space. Considering that interest rates are … Continue reading Episode 25 – The M&A World: How To Get the Best Value for Your Busi...
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Now that we’re through the elections, and the Senate runoff, it’s time to look at the expected tax and estate law changes coming down the line under the new administration. In this episode, Derek Myron and Kyle Malmstrom discuss some of the major tax changes expected to be announced in the coming years. They dive … Continue reading Episode 24 – What Is In Store Under the Biden Administration Tax Regime and How You Can Prepare →
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Business owners in California: Do you plan to sell your business in the near future? If so, we have a way for you that can help you minimize taxes – the ING trust. But hurry up, because this option might not be available next year to California residents! In this episode, Kyle Malmstrom is joined … Continue reading Episode 23 – Why You Must Consider Selling Your Business Through the ING Trust Strategy – Part One — With Guest Mark M...
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Optima Office provides their clients with fractional CFOs, accounting services and HR services to help drive profits and reduce risks with their tailored business solutions.   In this episode, Jonathan Freeman speaks with Jennifer Barns, CEO and Founder of Optima Office to discuss her inspiring story of how she started her business, the growth she’s experienced … Continue reading Episode 22 – How Small to Medium Businesses can Leve...
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Whether it’s for employee retention, tax planning, or a combination of the two, creating a retirement plan for yourself and your employees is a cornerstone of planning as a business owner.  In this episode, Kyle Malmstrom speaks with Tom Burns, president at Premier Plan Consultants, to discuss the business retirement planning process. Tom explains the … Continue reading Episode 21 – Boost Your Business Retirement Plan Strategy – wi...
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When it comes to marketing, businesses need to  constantly evolve to keep up with new trends and techniques that will help attract prospects to their product or service. With the global shutdowns and necessary transformation to doing business in a virtual environment, some business owners have been able to adapt and in some cases thrive. … Continue reading Episode 20 – Marketing During a Pandemic: What Changed in 2020 and How do B...
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Tax planning is as important as ever, and based on the recent elections it may have an impact on your personal and business income tax situation.  In this episode, Kyle Malmstrom and guest Ken Van Damme, tax partner at Ernst and Young, give listeners guidance for some tax solutions to put into action. Kyle and … Continue reading Episode 19 – Potential Tax Implications from 2020 National and California State Elections →
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Alternative investments offer higher potential returns, and several benefits you won’t find from traditional investments. Today, Kyle Malmstrom and David Cariani (Co-CIOs) introduce listeners to the world of alternative investments. Kyle and David share what types of alternative investments there are, how they’re structured, their potential risks and benefits and more. In this episode, you … Continue reading Episode 18 – The World ...
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Too many new business owners overlook the importance of having a buy-sell agreement. If a business partner becomes disabled, passes away, or departs the business, they leave the future of their business on shaky ground and open to costly disputes with the remaining partners.  Today, Jonathan Freeman is joined by John Parise and Michael Parise … Continue reading Episode 17 – Your Guide to Buy-Sell Agreements in 30 Minutes –– With Jo...
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The single-family rental industry was falling behind the multi-family rental market, however, things continue to change and investors are seeing it as a valuable asset class. In this episode, David Cariani is joined by Ted Conrads, co-founder and co-president of Colchis Capital. Ted shares background information on Colchis Capital, and explains how the single-family rental … Continue reading Episode 16 – How The Single-Family Renta...
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The Presidential Election is coming up in less than 3 months. Are you prepared for the potential estate tax implications if the Democratic Party wins the election? Today, Derek Myron and Kyle Malmstrom take an extensive look at the estate tax implications if Joe Biden wins the Presidential Election in November. They discuss why you … Continue reading Episode 15 – Estate Tax Implications If Joe Biden Wins The Presidential Election →
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