Partner Loans & Real Estate Investments in Business
In this episode, we discuss a real client case that brings up two important questions:
Can a business loan money to one of its partners, and under what circumstances? And is ...it appropriate—or even beneficial—for a business to invest in real estate?
Our hosts explore both topics from legal, financial, and tax perspectives, highlighting common pitfalls and smart strategies. This episode offers practical guidance grounded in real-world experience.
Tune in for a focused, insightful conversation, and stay with us for next week’s follow-up on structuring investments through LLCs and optimizing for tax efficiency.Show More
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Partner Loans & Real Estate Investments in Business
In this episode, we discuss a real client case that brings up two ...
In this episode, we discuss a real client case that brings up two important questions:
Can a business loan money to one of its partners, and under what circumstances? And is ...it appropriate—or even beneficial—for a business to invest in real estate?
Our hosts explore both topics from legal, financial, and tax perspectives, highlighting common pitfalls and smart strategies. This episode offers practical guidance grounded in real-world experience.
Tune in for a focused, insightful conversation, and stay with us for next week’s follow-up on structuring investments through LLCs and optimizing for tax efficiency.Show More
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The Impact of Tariffs on Construction Projects
In this episode, the hosts dive deep into the major impact that recent ...
In this episode, the hosts dive deep into the major impact that recent tariffs are having on the construction industry. With the cost of materials like steel soaring, construction projects ...are facing unexpected roadblocks—delays, budget overruns, and the need for constant contract renegotiations. Builders are feeling the strain of rising prices, and clients are left to absorb the higher costs. As many projects become financially unfeasible, industry professionals are being pushed to get creative with solutions to keep things moving.
Irene and Jane share their firsthand experience working with clients to adjust contracts, renegotiate terms, and adapt to the ongoing uncertainty. If you’re in construction or development, this episode is packed with valuable insights on how to manage projects in these challenging times and how to stay ahead of the curve as the industry continues to evolve.Show More
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Navigating ICE Audits for Your Business
In this episode, Irene and Jane dive into some important updates on ...
In this episode, Irene and Jane dive into some important updates on business immigration compliance. They also address a growing concern from clients: the possibility of ICE audits or raids. ...With these becoming more common, the hosts offer practical advice for businesses on how to prepare—whether it's training employees or keeping your I-9 forms and payroll records in order. The importance of having a clear plan in place is also discussed, so your team knows exactly how to handle these situations. They also provide an update on the BOI reporting requirement that seems to keep changing. Tune in for tips on staying ahead of the curve and protecting your business!Show More
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Avoid Tax Scams: Tips for Protecting Your Finances
In this episode, the hosts discuss a growing concern: tax-related ...
In this episode, the hosts discuss a growing concern: tax-related scams. They share real examples of clients receiving fake IRS notices, including fraudulent payment coupons and phishing emails.
As scammers become ...more sophisticated, the conversation shifts to how to recognize and deal with these threats. Jane offers valuable insights into the IRS’s “Dirty Dozen” list of tax scams for 2025, highlighting the need for vigilance against phishing attacks, fake charities, and deceptive refund schemes.
The hosts tease key strategies to verify the legitimacy of these communications and remind listeners about the tools available to protect their financial data. Tune in to learn all the essential details on how to avoid falling victim to these schemes!Show More
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Update on BOI Requirements - Yet Again
In this episode, the hosts dive into the latest developments ...
In this episode, the hosts dive into the latest developments surrounding the suspended Business Ownership Information (BOI) requirements. There is once again a pause to the penalties and enforcement requirements. ...This puts the March 21st deadline on pause due to ongoing lawsuits, and companies are left navigating a rapidly changing landscape. A key court ruling in Michigan has declared the BOI requirements unconstitutional, and several other constitutional challenges are being raised across the country.
What does this mean for your business’s compliance moving forward? Join us as we break down the current landscape and provide expert insight on what to expect next. Stay informed and prepared by tuning in to this essential update.Show More
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Understanding Unemployment Claims and Investigation by DOL
In this episode, we explore the complexities of part-time unemployment ...
In this episode, we explore the complexities of part-time unemployment benefits and the potential risks for companies when a worker, that the company considers a contractor, applies for unemployment benefits. ...Using two real-world case examples, we highlight how a part-time worker's unemployment claim can trigger a comprehensive investigation into the business. We also discuss how a claim by a contractor may lead to a company-wide investigation. This episode offers valuable insights to navigate the intricacies of unemployment claims and ensure compliance. Listen in!Show More
