On this week's Legal Visionaries, Anne Collier joins me as we discuss helping leaders stay out of their “shadow” and step into their full potential. Tune in to learn more about creating a positive impact on your team and organization. https://t.co/AV3PUQOTZe
In this week's Legal Visionaries podcast, Vanessa Kanaga joins me again, this time to explore the principles of Supported Decision-Making (SDM), and how it empowers individuals with disabilities to make choices about their own lives. Tune in to learn more. https://t.co/I4WHqxQv6R
On this week's Legal Visionaries podcast, Rob Wellendorf joins me again for a discussion about the art & science of business exit planning. Tune in to gain insights and plan for your successful transition. https://t.co/5NVPJMlCeu
Taking advantage of the great networking opportunities during this week's GPSolo, LP & YLD Joint Spring Conference! I've enjoyed meeting up with the ABA LP Executive Committee as well as Nebraska Bar Director Liz Neeley, Omaha Bar Director Dave Sommers and NSBA's Tom Maul.
I sat down with Vanessa Kanaga from InterActive Legal for this week's Legal Visionaries episode, where we explored the intricacies of healthcare power of attorney, from the documents you need to the factors you need to consider when choosing an attorney. https://t.co/I4WHqxQv6R
Rob Wellendorf, President of Execso, joins me on this week's episode of Legal Visionaries to outline a 5-year business exit plan. Tune in to hear more about every step of the process. https://t.co/5NVPJMlCeu
I sat down with Mark Parthemer this week to explore the latest, need-to-know developments for the next tax season. Tune in to hear more about the Corporate Transparency Act, the IRS CCA on grantor trusts, the Treasury Priority Guidance Plan, and more. https://t.co/oaVvivBL4g
On today's episode of Legal Visionaries, Ben Goethel and Zac Ritchey join me again to continue our exploration of the intricate process of evaluating and selecting a wealth management team. Tune in to learn more: https://t.co/oaVvivBL4g
On today's episode of the Legal Visionaries podcast, I'm joined by Scott Sissel to discuss a range of crucial topics for estate planning in 2024. Tune in to learn how to optimize your estate plan this year. https://t.co/oaVvivBL4g
Ben Goethel and Zac Ritchey of Private Wealth Asset Management joined me on the latest episode of Legal Visionaries for an exploration of the intricate process of evaluating and selecting a wealth management team. Tune in to learn more: https://t.co/oaVvivBL4g
On the latest Legal Visionaries episode, I'm breaking down everything businesses need to know about the new Corporate Transparency Act. Tune in to equip yourself with an essential understanding of the CTA. https://t.co/5NVPJMlCeu
Yesterday I was voted in as a member of the Boys Town Booster Committee and I'm excited to get started. It was great to spend time with Herb Hames and Ashley Howe, Boys Town Development Officers.
On today's episode of the Legal Visionaries podcast, I'm sharing legal insights into senior living communities, and how to navigate care, regulations and beyond. Tune in to learn more! https://t.co/7DC9qkw1yz
On the latest episode of the Legal Visionaries podcast, I'm joined by Ross Polking, Senior Business Development Advisor at Foster Group, as we explore a paradigm shift in financial planning – emphasizing financial independence instead of retirement. https://t.co/I4WHqxQv6R
On today's Legal Visionaries podcast, David Murray joins me again as we explore the 4 planning options for existing Charitable Remainder Trusts (CRT). Tune in to hear how to maximize the benefits of this approach! https://t.co/oaVvivBL4g
On today's Legal Visionaries episode, I'm joined again by Vincent Thomas for an insightful follow-up to Episode 136 on Silent Trusts. Today, we're exploring six options for transforming a "loud" trust into a silent one. https://t.co/I4WHqxQv6R
I'm thrilled for the firm I founded to be partnering with DUGGAN BERTSCH, bringing together a wealth of expertise and experience in the private client space.
We were excited to have James Duggan from the DUGGAN BERTSCH Chicago office in town this week meeting with the Omaha staff and our clients. This partnership is a win/win for everyone involved. Welcome to Omaha, DUGGAN BERTSCH!