Monthly Archives: January 2021

Episode 23 – Why You Must Consider Selling Your Business Through the ING Trust Strategy – Part One — With Guest Mark Morris



Business owners in California: Do you plan to sell your business in the near future?

If so, we have a way for you that can help you minimize taxes – the ING trust. But hurry up, because this option might not be available next year to California residents!

In this episode, Kyle Malmstrom is joined by Mark Morris, Senior Tax Counsel at LevitZacks, to discuss how the ING strategy can help you with your business sale by substantially reducing your state income tax on the sale. They also discuss some other scenarios where this strategy can be equally impactful at the federal level.

In this episode, you will learn:

  • The major hurdles that the ING strategy helps you overcome
  • What the new California legislative proposal entails – and its implications, if it’s successfully passed
  • Why Mark strongly recommends that the sale of the business happens this year for optimal results, but options if it doesn’t
  • How to take advantage of the ING trust even if you don’t yet have a buyer for your business
  • And more!

Tune in now to learn how you can make the most out of ING while it lasts!

Resources: Centura Wealth Advisory | LEVITZACKS | Mark Morris | Episode 11 – WINGs, NINGs, DINGs. And Other ThINGs – With Mark Morris of Levitzacks


Episode 22 – How Small to Medium Businesses can Leverage Fractional CFO/Accounting Services to Help Their Business Grow – with Guest Jennifer Barnes, CEO of Optima Office



Optima Office provides their clients with fractional CFOs, accounting services and HR services to help drive profits and reduce risks with their tailored business solutions.  

In this episode, Jonathan Freeman speaks with Jennifer Barns, CEO and Founder of Optima Office to discuss her inspiring story of how she started her business, the growth she’s experienced with business owners of all types and industries,  and how they may be able to help you!

In this episode you will learn:

  • What are fractional accounting services, who is Optima Office and who the company serves
  • The start-up story of Jennifer Barns and Optima Office
  • What Jennifer does for business owners, and how Optima differs from their competition
  • The client base of Optima Office — and who may not be the right fit
  • What CFO support is and whether your business should utilize it
  • How business owners can prepare for 2021 and their business plan
  • And more!

Tune in to learn more about Optima Office and how they can help your business succeed!

Resources: Centura Wealth Advisory | Jonathan Freeman | Jennifer Barns | Optima Office