Tag: Financial Strategy
Navigating Post-Election Exemption Planning

Navigating Post-Election Exemption Planning

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Are you prepared for the changes on the horizon with estate tax exemptions? 

Let’s discover how to plan and preserve your wealth strategically!

Join host Bryan Schick as he dives deep into post-election exemption planning with Dan Stolfa, a Senior Wealth Advisor and trust and estates attorney at Centura Wealth Advisory. Together, they unravel the complexities of the current transfer tax system and explore the potential impacts of upcoming changes to estate tax exemptions.

Key discussion points include:

  • Understanding the current federal estate tax exemption and its impending reduction [00:03:05]
  • The concept of portability and its significance in estate planning [00:05:42]
  • Legislative uncertainties and the risks tied to postponing estate planning actions [00:07:15]
  • Strategies tailored for different tiers of net worth to optimize exemptions [00:14:57]
  • And more!

Connect with Bryan Schick:

Connect With Dan Stolfa:

Connect With Centura Wealth Advisory:

About Our Team:

Bryan Schick joined Centura in July of 2024 as a Vice President of Insurance & Strategy. A background in accounting and mergers and acquisitions led Bryan to a career in the financial services industry. Prior to joining Centura, Bryan held senior leadership roles in large life insurance distribution groups as well as life insurance companies. Using his knowledge of the drivers in both the finance and insurance sectors, along with my deep experience in risk analysis, design structure and relationship management, he creates planning solutions for families while ensuring alignment between all the parties involved.

Dan Stolfa joined Centura Wealth Advisory in October 2024 as a Senior Wealth Advisor. With a background in law and accounting, Dan transitioned into the financial services industry 20 years ago, building a distinguished career working with families, business owners, executives, foundation leaders, board members, interim CFOs, trust fiduciaries, EOS Implementers, and high-net-worth individuals nationwide. He specializes in identifying and implementing solutions for financial planning, succession planning, and wealth management needs.
Elevate Your Business Strategy: The Strategic Value of a Fractional CFO with Jonny Borok (Ep. 100)

Elevate Your Business Strategy: The Strategic Value of a Fractional CFO with Jonny Borok (Ep. 100)

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Are you fully capitalizing on your business’s financial strategy? If not, you could be missing out on critical growth opportunities and tax savings.

Let’s celebrate 100 episodes of Live Life Liberated with a value-packed discussion! 🎉

This week, host Derek Myron interviews Jonny Borok, a highly experienced fractional CFO, about how these experts help business owners achieve their investment and estate planning goals with greater precision. 

Their conversation reveals the unique advantages of hiring a fractional CFO, the importance of cross-disciplinary collaboration among advisory teams, and why a unified financial strategy is vital for sustained success.

Whether you’re steering a business with $5 million or more in revenue or seeking to fine-tune your financial approach, this release offers invaluable insights that could revolutionize your financial planning!

Talking points include:

  • The distinct advantages of a fractional CFO for strategic oversight and solving complex financial challenges
  • The enhanced insights a fractional CFO brings from working across multiple industries and clients
  • The crucial impact of effective collaboration between wealth managers, tax strategists, legal experts, and accountants
  • Identifying businesses that stand to benefit most from fractional CFO services, with a focus on strong accounting foundations
  • The essential role of accurate financial reporting in tax planning and how to establish reliable reporting systems
  • The pitfalls of working in silos and the need for continuous coordination among your advisory team
  • Practical guidance on when to consider a fractional CFO for improving financial reporting, cash flow, and tax strategy
  • And much more!

Connect with Jonny Borok:

Connect with Centura Wealth Advisory:

About Our Guest:

Jonny Borok has over 25 years of experience as a CFO for primarily San Diego-based, privately held mid-market companies. He has had responsibility for the full range of accounting and finance functions including insurance and tax matters.

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