In this episode, Zane Stevens and Jeremy Little discuss the Corporate Transparency Act (CTA) and its implications for businesses. The CTA, which is part of the Anti-Money Laundering Act of 2020, aims to curb illegal activities such as money laundering and terrorist financing. The conversation covers the definition of beneficial owners, the types of entities…
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In this episode, Zane Stevens discusses the importance of attending conferences, both in your niche and in the accounting industry. He highlights the benefits of networking, staying up to date with industry trends, professional development, knowledge sharing, exposure to new technology, career advancement, inspiration and motivation, and gaining a competitive advantage. Zane also shares his…
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At Protea Financial, we are proud to work with many incredible people who are making exceptional wine! Their dedication to their craft is inspiring. We wish this were enough to build a successful wine business. But it is not! Currently, wine and alcoholic beverages, in general, are having a tough time. Between oversupply, congested markets,…
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In this episode, Zane Stevens discusses the importance of attending industry-specific conferences. He shares his personal experience attending wine industry conferences and explains how it has helped him become a better advisor to his clients. Zane highlights the benefits of gaining industry-specific knowledge, networking with professionals in the field, and discovering new business opportunities. He…
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You need a professional fiduciary if you have an estate plan. A compilation of statistical resources reveal that anywhere between 66-80% of Americans do not have an estate plan. Besides our natural denial that we are mortal, other reasons can cause procrastination in setting up our formalized plans. Without an estate plan, specifically a living…
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In this episode, Zane Stevens discusses the importance of continuous learning and improvement, emphasizing the need for open-mindedness and willingness to change. He shares insights from the performance appraisal process at Protea and highlights the significance of personal development and adaptation in a changing world. Takeaways – Continuous learning and improvement are essential for personal…
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