Business Legacy

How can businesses safeguard themselves against economic uncertainties using the 831B tax code? Join us as we welcome Van Carlson, the innovative founder and CEO of SRA831B, who unveils the potential of this tax code as a powerful tool for business risk management. From the complexities of the 1986 Tax Reform Act to th

Join us on the Legacy Podcast as we welcome Cheryl Mason, founder of Catalyst Leadership Management, to share her inspiring journey from a military spouse to a pioneering leader in the government sector. Cheryl recounts her career progression, including her remarkable role as the first woman and military spouse to chai

What happens when a mother's personal health battles ignite a passion to support others in similar struggles? Meet Heather Roberts, the visionary founder of MomBomb, who transformed her challenges into a thriving enterprise dedicated to helping mothers in crisis. In our latest episode, Heather unfolds her remarkable jo

Have you ever wondered why your CPA might not be the tax-strategist you thought they were? Discover the hidden gaps in traditional tax compliance with our special guest, Kevin Jerry, the CEO and founder of Kevin A Jerry, MST and Associates. Kevin takes us through his fascinating journey from a struggling printing indus

From witnessing economic disenfranchisement to pioneering a platform that uplifts women during life's critical moments, Gerry Poirier journey is nothing short of inspiring. As the founder of AngelLink, Gerry shares how her financial background propelled her to create this unique crowdfunding platform, designed and powe

Ever wish employee benefits could go beyond the usual offerings and tackle real-life stressors? Join us as we chat with John Cooper, co-founder of Overalls, a company that's transforming how we think about workplace support by addressing everyday challenges like insurance hassles and caregiving needs. Discover how John