Manage episode 239837668 series 1523035
Financial advisor Brian Wiley and CPA Hazen Armstrong sit down with special guest and Intellectual Property attorney Steve Weiland (yes, another Steve!) of Mooney Wieland. First, a primer on the state of the markets, and why it's definitely (if you haven't) time to sit down with your financial planner. Then, Hazen has some exciting updates on tax forms! What's the 1040-S? Is Social Security income taxable (kind of). Finally, new Steve provides the listeners with helpful information on business contingency plans, key man insurance, and how to protect yourself from yourself, partners, and... what's a Poison Pill?
Brian Wiley, Financial Advisor www.treecityadvisors.com
Hazen Armstrong, CPA robbinsarmstrong.com
Steve Weiland, Attorney mooneywieland.com