Tag: Business Planning

The Future of AI Automation with George Papanicolaou and Chris Ward

The Future of AI Automation with George Papanicolaou and Chris Ward

AI technology has started to enter the workplace as a writing tool and information chatbot. How will this technology impact future generations’ business planning and workflow?

In this episode, George Papanicolaou is joined by Chris Ward, CRO at The Publishing Desk, on AI technology in the workplace, specifically tools like ChatGPT. 

Listen in as they discuss how AI could affect society, their experience with using AI, and how they envision the impact of artificial intelligence as it progresses. 

George and Chris touch on:

  • What the current AI technology looks like and how it works for consumers
  • Why prompt engineering is essential for AI evolution
  • The limitations of AI and why humans remain important while working with it
  • How AI is being incorporated into businesses
  • And more

Connect with George Papanicolaou:

Connect with Chris Ward:

About Our Guest:

Christopher Ward, Co-Founder and Chief Revenue Officer of The Publisher Desk, a full-service technology and monetization platform for content publishers. He got his start in advertising and publishing in 2007 at News Corp and later at Undertone, an advertising network. In November 2019, the Publisher Desk acquired Sportsnaut.com, doubling down on their belief in the future of sports marketing.  

About Our Host:

George has a very unique background and work history. Broad, diverse, and driven by integrity and strong family values, his experiences create the perfect foundation for teaming up with clients to protect, build, and enjoy their financial world.

George puts a strong emphasis on family. His parents and grandparents ran a very successful flower business with several locations in Westchester County, in addition to owning and managing commercial and residential real estate. From a young age, George was taught that compassion, good customer service, and a strong work ethic were key components to the longevity of a business.

George credits his significant business success to his strong work ethic and desire to learn— two qualities that have helped him earn several leadership awards. George’s interest in real estate contributes to his ability to help clients diversify their holdings.

George is married with four children, two dogs, and a bunny. He and his wife live in Pleasantville, NY. They are huge lovers of food and culture and enjoy travelling and entertaining at their home.

Tactical Practices For Business Estate Taxes With Jeremy Suarez and Michael Canarick

Tactical Practices For Business Estate Taxes With Jeremy Suarez and Michael Canarick

Do you have a plan in place if you lose some of your key employees? What if you could no longer afford to maintain your key employees and business due to taxes? 

Preparing for any of these scenarios is imperative for all business owners. 

In this episode, Iván Watanabe is joined by Jeremy Suarez, managing partner at TOMORO and Michael Canarick, partner at Canarick & Canarick. Together, they dive into estate taxes for business owners and the cost of the potential new tax law. They also explain how business owners are attracting, rewarding, and retaining key employees through benefit programs and bonus strategies.

Iván, Jeremy, and Michael discuss:

  • How employers are incentivizing key employees to stay
  • Why key man insurance is necessary for any high-level employee
  • What will be impacted by the changes to the tax law
  • How clients can take advantage of the current tax law
  • And more!

Resources:

Connect with Jeremy Suarez:

Connect with Michael Canarick:

Connect With Iván Watanabe:

About Jeremy Suarez:

Jeremy joined Tomoro as a managing partner in 2014. When working with individual households on their wealth creation strategies; the focus is on all areas of wealth accumulation, protection, and distribution.  As a certified exit planning professional, Jeremy supports business owners with a full range of business continuity, succession, and exit planning recommendations; with a core focus of optimizing value.

About Michael Canarick:

Canarick & Canarick was founded by Michael Canarick, an estate planning attorney with a Master of Laws in Taxation from NYU and a member of the New Jersey, New York, and Pennsylvania Bars. Michael has over 15 years of experience in counseling on tax and estate planning matters and developing strategies that will help create and preserve wealth through generations. Michael’s practice consists of reviewing and drafting legal documents for clients and educating them on the various options that exist when it comes to the distribution of their assets.