Category: Business Owner

FEATURE
Breaking Down Maternity Leave with Garlande Patz

Breaking Down Maternity Leave with Garlande Patz

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As of 2023, only 27% of private-sector employers offer paid parental leave programs. 

Are you equipped to navigate the rest? 

In this WealthStyle episode, Iván Watanabe and Evan Wohl sit down with Garlande Patz, Head of Absence and Disability Practices at Guardian Life, to cover everything you need to know about maternity leave benefits. You’ll gain key insights into navigating your company’s benefits, understanding state versus federal protections, and practical steps to take when you’re expecting a new member of your family.

Iván, Evan, and Garlande cover:

  • Short-term disability benefits and the Family Medical Leave Act (FMLA)
  • State-specific family leave programs and understanding your eligibility
  • Tips for preparing in advance to avoid stress during maternity leave
  • Understanding different employer, state, and supplemental health benefits for comprehensive coverage
  • And more!

Resources:

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About Our Guest:

Garlande Patz is the Head of Absence and Disability Practices for group benefits at Guardian Life. Her professional focus is on strategy and growth of Absence products: disability benefits, FML administration, state-paid leave regulations, and ADA.

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FEATURE
Common Tax Mistakes for Business Owners and How to Avoid Them With Mike Nulty

Common Tax Mistakes for Business Owners and How to Avoid Them With Mike Nulty

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How do you keep your tax records clean and avoid those dreaded IRS audits? 

This week, Mike Nulty from Matthews & Nulty, Inc. joins Iván Watanabe and Evan Wohl to discuss effective tax strategies for individuals and small business owners. They dive into common mistakes, like poor record-keeping, and provide actionable tips on how to avoid them. 

So, tune in and learn how to keep your financial records clean and stay ahead of potential IRS audits!

Key episode discussion points include:

  • Keeping business and personal finances separate for clear record-keeping
  • The value of using tools like QuickBooks to track business expenses and revenues
  • How regularly reviewing your financials (on a monthly basis) can help you stay proactive rather than reactive
  • Timeline on taking tax deductions and understanding their long-term implications

Connect with Iván Watanabe:

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Connect with Mike Nulty:

About Our Guest:

In early 2015, continuing with the firm’s core values, James Matthews made Michael W. Nulty a partner of the firm. Like James, Michael is also a graduate of Saint Peter’s University, in Jersey City, New Jersey.

Before becoming a partner of the firm, Michael spent seven years working under James, polishing his craft in accounting, auditing and tax. Together, James and Michael have a wealth of knowledge and have helped numerous entities both for profit and not for profit, become successful.

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