Tag Archives: Business Owners

2022 FEATURE

The Importance of an Exit Strategy for Business Owners (Ep. 33)



As a business owner, your company’s future depends on your actions today. And making the wrong action could end up costing your family, your employees, and your business more than you realize.

In this episode, Keith Beggs sits down with Nick Dupre, Board Certified Estate, Tax Planning Attorney and Managing Partner at Stanfield & Dupre, PLLC, to discuss the importance of trust planning, and why you need to have a plan in place should the unfortunate happen and you can no longer run your business. 

Keith and Nick discuss: 

  • The value of trusts specifically for business owners
  • How to ensure your business is synchronized and runs well without you
  • The importance of setting up a plan if you should become no longer able to take care of your business 
  • What the process of exit strategy planning looks like for a business owner 
  • An attorney’s perspective of areas of pitfalls and mistakes commonly made during the asset protection, and exit strategy planning processes 
  • And more! 

Resources: 

The Four Rs of a Business Owner: Recruit, Reward, Retain & Retire with John McDonough (Ep.30) 

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About our Guest: Nicholas A. Dupre is a native Houstonian and worked for more than 10 years for two premier boutique firms in the Houston and Woodlands area before becoming an owner and partner in 2017. He is Board Certified in Estate Planning and Probate and concentrates on probate, estate and gift tax planning, business planning and taxation, asset protection, estate administration, charitable organizations, real estate transactions, tax controversies, and intellectual property transactions.

In 2004, Nick earned his Bachelor of Arts in Political Science from Trinity University. In 2007, he earned his law degree (Juris Doctorate) from the Texas A&M School of Law, where he graduated cum laude. Nick is a member of the Houston Business Estate Planning Council, the Disability and Elder Law Attorneys Association, and the Woodlands Kiwanis Club.

In addition to his career as an attorney, Nick, his wife, Adryan, and their four children attend Berachah and C3 Christ Community Church of Magnolia. Nick is an accomplished pianist and regularly competes in marathons and other endurance events, recently completing his third full distance Ironman Triathlon.


2022 FEATURE

Tax Planning for Business Owners with Sarah Jones, CEO of Sarah Jones CPA LLC (Ep.32)



Although tax season might be over, tax planning never ends.

Stay on top of your finances now to avoid penalties later that you weren’t anticipating or budgeting for.

In this episode, Keith Beggs talks with Sarah Jones, CEO of Sarah Jones CPA LLC, about her experience as a Certified Tax Planner, and what her and her company do for various types of business owners to save them thousands of dollars during tax season. 

Keith and Sarah discuss: 

  • Common mistakes business owners make when it comes to filing their taxes 
  • What is a self-employment tax and how it might affect your finances 
  • Why some business owners make the mistake of understanding what type of corporation they fall under 
  • The importance of proper bookkeeping
  • And so much more 

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About our Guest: Sarah Jones is a long-time Willis resident (Go Kats!) and is a WHS graduate. She is a Certified Public Accountant in the state of Texas and is an Enrolled Agent; licensed with the IRS in all 50 states. She holds a Master of Business Administration, Master of Science in Accountancy, and a Master of Science In Finance. She also holds a Certificate in Financial Management from Cornell University. Sarah also holds the prestigious designation of Certified Tax Planner, available only to CPA’s, EA’s, and Attorneys. Her passion is tax planning and strategically setting her clients up for long-term success in building their dreams, protecting their assets, and growing their legacy. She has been married to Phil Jones for 10 years and together they have four children: Devyn Conner, a resident of Louisiana; Kloe Bailey, a student at Dallas Baptist University; Taylor Jones, a student at Texas A&M University, and Phil Jones III, a spunky 7 year old who gets spoiled by his older sisters. They are members of Over Under Fellowship and enjoy traveling, working out, and spending time with family.

 


2022 FEATURE

Getting the Most Out of Employee Benefits Packages with Adam Fineberg. Part 2 of 5. (Ep.29)



If you own your own business and have employees, you know the costs of employee benefits, especially healthcare, has been rising.

In this episode, Keith Beggs speaks with Adam Fineberg, senior vice president at USI Insurance Services about how to keep benefits costs low, unconventional ideas to offer better packages to your employees and ways to grow your business and focus on what matters. 

Keith and Adam discuss: 

  • The importance of healthcare in the employee benefit package 
  • Why healthcare costs are so expensive and appear to only getting higher 
  • How USI uses their market leverage and underwriting to lower the price for an employer
  • Five tips for an employer to keep their benefits costs down
  • And more!

 

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About our Guest: Adam Fineberg is a Senior Vice President located in the USI Southwest, Inc.(USI) Houston, Texas office. He has served the benefits industry for the past 15 years. Adam serves as a lead consultant and provides strategic planning and guidance. He also coordinates the deployment of local and regional analytical and compliance resources, among others. He has been with USI since 2010.

He offers detailed knowledge of carrier underwriting, provider contracting, and all major carriers to benefit USI clients. He is an established negotiator and uses his leverage and product design. Adam has extensive focus on long-term relationships with technical skills to ensure USI clients receive favorable terms and conditions.

Adam is a certified Pharmacy Benefit Specialist (CPBS), which is a University of Kentucky accredited program focused on Pharmacy Contract Negotiation. Adam also holds a B.A. in Business from University of Houston-Downtown.


2022 FEATURE

The Benefits of Business Coaching with Doug Thorpe, Part 1 of 5 (Ep. 28)



When you own your own business, you face unique challenges and hardships that can really put your entrepreneur skills to the test. 

But it can be difficult to be sure you are making the right decisions to benefit your company, your employees and yourself. 

In this episode, Keith Beggs sits down with Doug Thorpe, executive business coach, to kick off the series to discuss the importance of business coaching as a means to learn how to tackle the difficult situations all types of business owners face. 

Keith and Doug discuss: 

  • Some of the types of calls Doug experiences from small companies to Fortune 500 companies
  • How you can cut the emotional tie to your company to make sound decisions
  • How to overcome a fear of change in your company
  • The problem with hiring family members before qualified employees 
  • How business owners’ problems have changed over the past two years 
  • And more! 

Resources: 

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About our Guest: Doug Thorpe is a performance-driven Senior Executive, Entrepreneur, Board Member, Thought Leader, and Consultant with more than 40 years of success in the financial services, executive coaching, oil & gas, and healthcare industries. Leveraging extensive experience in guiding business transformation for growth-oriented organizations, he is a trusted guide for mid-cap companies to large global enterprises requiring expert assistance with leadership development, team performance, employee engagement, culture shifts, and change management.