Tag: High Net Worth Individuals
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.
Unlock Hidden Tax Benefits: The Qualified Business Income Deduction with Greg Klipstein and Samantha Lawrence (Ep. 99)

Unlock Hidden Tax Benefits: The Qualified Business Income Deduction with Greg Klipstein and Samantha Lawrence (Ep. 99)

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Could your business be missing out on thousands in tax savings right now?

In this episode of Live Life Liberated, Greg Klipstein and Samantha Lawrence uncover the Qualified Business Income (QBI) deduction — a powerful yet often overlooked tax benefit designed to help small businesses reduce their tax burden. Despite its potential, many business owners miss out on this opportunity due to inadequate planning or advisory support.

Whether you’re a small business owner or someone responsible for managing your company’s finances, this conversation is packed with actionable insights to help you optimize your tax strategy and keep more of your hard-earned money.

Talking points include:

  • Understanding the QBI deduction and its role in reducing tax burdens for small businesses
  • Common reasons why the QBI deduction is missed, including improper company structure and poor communication with advisory teams
  • The essential role of proactive and well-coordinated advisory teams in ensuring the deduction is utilized effectively
  • How to correct missed QBI deductions in current & prior tax years and the value of addressing these issues promptly
  • Broader implications of missing the QBI deduction, such as overlooked retirement planning opportunities and other tax-saving strategies
  • Evaluating whether it’s time to replace your advisory team to better manage complex financial needs
  • And more!

Connect with Samantha Lawrence:

Connect with Greg W. Klipstein:

Connect with Centura Wealth Advisory:
What It’s Like to Work With Centura Wealth Advisory With Our Client David Pann (Ep. 51)

What It’s Like to Work With Centura Wealth Advisory With Our Client David Pann (Ep. 51)

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One of the goals of this podcast is to help you understand what it’s like to work with Centura Wealth Advisory before you even become a client. 

And who better to talk about the client experience than one of our current clients?

In this episode, Roby Kotcamp interviews our client David Pann, who has held executive positions at major tech companies like Microsoft, Yahoo!, and Netscape, and is currently on the path to retirement. David shares his experience in using Centura Wealth Advisory’s Liberated Wealth® process.

David discusses:

  • How his goals and priorities shifted while advancing his career and accumulating wealth
  • Reasons to bring in professionals instead of managing your own finances
  • How he benefits from Centura Wealth’s holistic, process-driven approach (with examples)
  • His advice to other high-net-worth individuals looking for efficient wealth management
  • And more

Resources:

Connect With David Pann:

Connect With Centura Wealth Advisory:

About Our Guest:

David Pann is a current client of Centura Wealth Advisory. Having been a senior SaaS & global search advertising software executive, David Pann has expertise in R&D, product management, marketing, online marketplace design, & multi-channel field enablement & operations to create scalable solutions & businesses.

 

The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.

 

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