Are you looking at buying or leasing a car in the near future? Understanding the questions to consider could make the road a bit smoother for your purchase.
In this episode, Iván Watanabe and Evan Wohl are joined by Alfonso Ruggiero, a former Audi sales executive to delve into the intricacies of purchasing or leasing a vehicle. Listen as Alfonso offers valuable insights into the negotiation process, the significance of comprehending lease terms, and the various fees associated with such transactions.
Alfonso discusses:
Why is it important to negotiate the car price before discussing lease terms
What fees are involved in leasing a car
His thoughts on putting extra money down on a lease
The importance of considering where your car will be serviced
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
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.
When reviewing your health care benefit plan options, do you have the right information to make the best choice for you?
In this episode, Iván Watanabe sits down with OPUS PC’s benefits consultant, Stefan Carpentieri. Stefan explains everything you need to know about health insurance and employee benefits to help you select the optimal coverage. Listen in as Stefan provides you with valuable information you should think of before considering potential options!
Stefan discusses:
The importance of understanding what healthcare means
How to make the best choices for your medical future
Stefan Carpentieri is a Benefits Consultant at Opus Private Client in the New York office.
Stefan specializes in employee and executive benefits for the private and non -profit sectors. He works closely with his clients and provides value in cost reduction strategies, renewal and carrier negotiations, compliance, plan design analysis, and account management. Stefan also works closely with the executives of each organization to ensure that their personal planning and risk management aligns with the corporate benefit offerings.
