Boljuncic Financial Services

My good friend Jos Herman is a CPA. She’s a tax specialist that works with me when business owners have challenges...

The first week of September always reminds me of starting new classes, fresh starts, and then in business, planning for Q4 and finishing strong. I'm going to share some resources over the next few weeks to get a head start on that gameplan. So if you haven't put a Buy-Sell Agreement together, feel free to reach out and ask for some support. I'm always happy to help. Meanwhile, 3 things that Business owners can think about when constructing their Buy/Sell or Key Person Agreeme...nt: 1. What if you get sick and can't run your business? Who's going to? 2. What happens to your company if you're confronted with the harsh reality of a divorce? 3 What happens to your wealth and legacy when you inevitably pass away? And what does that final tax bill look like for your spouse, children, or Business partner?

I sat down with Shannon Peel of MarketAPeel to talk about why I love what I do, for her podcast, UnPeeled. https://www.marketapeel.agency/stories Let me know what you think of it. ... Tammy Boljuncic #insurance #podcast