How One CEO Grew Her Business by 300% While Caring For A Sick Family Member
January 21st, 2020 David Finkel (Taxloopholes.com Advisor)
Three years ago, my company was hosting an awards dinner for our business coaching clients. There at the banquet were the CEOs and owners of over a hundred companies from around the world. One of the final awards we gave that evening was to a quiet woman named Tina, who along with her husband, Matthew, […]
Pension Webinar Course – Session 5: Essentials of a Non-Qualified Deferred Compensation Plan
January 17th, 2020 David Blain (Taxloopholes.com Advisor)
In the fifth and final session of the Pension Course, David Blain, CFA, author of Invest in Your Life, Not Just your Portfolio, CEO, and Founder of BlueSky Wealth Advisors covers the need to know details of a Non-Qualified Deferred Compensation Plan and how it can be advantageous for your company. Click here to watch now. What to watch […]
Successful Entrepreneurs Take This Number of Vacations Every Year. Here’s Why
January 14th, 2020 David Finkel (Taxloopholes.com Advisor)
“David, I was wondering what is the number of vacations that a successful entrepreneur should take in a YEAR in order to maintain a healthy body, mind, and spirit (i.e., ideal self-care)?” I recently received this question from a business coaching client, and I wanted to share the answer with my readers. It’s More Than […]
Pension Webinar Course – Session 4: Ins and Outs of a Defined Benefit Plan
January 10th, 2020 David Blain (Taxloopholes.com Advisor)
Does your small business meet the requirements for a Defined Benefits Plan? Find out in this webinar with David Blain, CFA, author of Invest in Your Life, Not Just Your Portfolio, CEO and founder of BlueSky Wealth Advisors as he discusses the two main types of Defined Benefits Plans and who is eligible for each. Click here to […]
