Section 1202 of the IRS code can potentially save eligible business owners millions of dollars in taxes. However, it is an underutilized section as few business owners know how to successfully implement this strategy.
In this episode, Roby Kotcamp and Kyle Malmstrom explain what Section 1202 entails, the primary eligibility criteria for QSBS (qualified small business stock) transactions, and the major tax benefits involved in the process.
Roby and Kyle discuss:
Three types of business owners that can benefit most from QSBS transactions
Important dates that affect the extent of your tax exemption
How to minimize your federal and state income tax as well as your estate tax
Why you should plan at least a year in advance for QSBS transactions
Given the current market gyrations, we are often asked by clients, “What are we doing to manage risk? And how does it impact our portfolios?”
In this episode, Roby Kotcamp, Senior Wealth Advisor, and Chris Osmond, Chief Investment Officer, discuss Centura Wealth Advisory’s approach to risk management. They also explore strategies to achieve greater risk-adjusted returns.
Roby and Chris discuss:
A brief overview of the Fed’s recent actions — and their market implications
Why cash flow is more important than the rate of return
How private real estate, private equity, and private credit can be a useful addition to your portfolio
The benefits of structured notes in risk management
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.
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
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.
We love to build deep connections with our clients! So, this episode is dedicated to helping you get to know our team a little better.
In this episode, Jonathan Freeman, Chief Operating Officer, introduces you to Centura Wealth Advisory’s new Senior Wealth Advisor Roby Kotcamp, CFP®, PMP®. Roby shares his professional and personal background, his core vision and beliefs, and how he plans to add value to our clients’ wealth management.
The different industries he has worked in prior to becoming a wealth advisor
How he specializes in helping high net worth individuals manage their wealth
Why Centura’s team approach offers more holistic planning compared to individual advisors
Roby Kotcamp, CFP®, PMP®, joined Centura Wealth Advisory in September 2021 as Senior Wealth Advisor. Roby has a diverse background in financial leadership and general management roles, spanning environmental services, aerospace, and financial consulting in several global locations. For the past dozen years, he has focused on helping accomplished individuals and families reach their financial objectives, including guiding entrepreneurs through purchase, growth, and liquidity events. Roby enjoys drawing on his diverse domain and global leadership experiences to assist clients in complex circumstances to build a wealth plan that enables them to visualize and achieve their highest priorities.