Unlocking College Savings: Tax-Free Tuition Hacks and Income Shifting Strategies with Amber Gilsdorf and Katie Cox
The Elevate Your Business Podcast with Adam Koos
Release Date: 05/23/2024
The Missing Piece in Most Exit Strategies
The Elevate Your Business Podcast with Adam Koos
Adam Koós joins legacy coach Angelina Carleton on her show to explore one of the most overlooked (yet critical) parts of building and exiting a business: defining what legacy really means. Too often, business owners wait until the last minute to plan their exit, focusing only on financials or legal documents while avoiding the deeper, more personal side of what they’ll leave behind. Adam shares insights from 23 years of experience helping clients navigate business transitions, and why legacy planning starts long before you list your company for sale. They discuss how values, identity,...
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The Power of Podcasting: How Traci DeForge Transforms Business Growth
The Elevate Your Business Podcast with Adam Koos
In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Traci DeForge, founder of Produce Your Podcast, to explore how podcasting has evolved into one of the most powerful tools for business development and brand authority. With over 30 years of experience in broadcast media and Fortune 500 consulting, Traci shares how she’s helped everyone from scrappy startups to brands like Google and Hilton harness the power of podcasting. From launching your show with purpose to avoiding costly content mistakes, this episode delivers clear, practical strategies for...
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The Marketing Gap Killing Your Valuation (and How to Fix It) with Bill Woods
The Elevate Your Business Podcast with Adam Koos
In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Bill Woods, co-founder and CMO of 50 Marketing and host of the Missing Half podcast, to explore the crucial role marketing plays in scaling your business and boosting your company’s value at exit. With over two decades of experience in B2B and manufacturing marketing, Bill breaks down how building a repeatable, scalable, and predictable marketing and sales engine can elevate your valuation multiples and attract the right kind of buyers. He shares what most business owners get wrong about marketing, the...
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From Layoffs to Legacy: How Shelly Peterson Scaled a $250M Real Estate Empire
The Elevate Your Business Podcast with Adam Koos
In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Shelly Peterson, President of Kahuna Investments, to discuss her remarkable journey from a successful career in pharmaceutical sales to managing over $250 million in real estate assets. Shelly shares how a life-changing investment inspired her to pivot careers and how she leveraged her relationship-building skills to thrive in the world of passive real estate investing. Shelly also discusses the challenges of transitioning from the corporate world to entrepreneurship, how she and her husband built Kahuna...
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Systemize to Scale: How Sharad Mehta Built a Real Estate Powerhouse
The Elevate Your Business Podcast with Adam Koos
In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Sharad Mehta, the Founder and CEO of REsimpli, to discuss how he transformed his real estate business from a solo operation into a scalable powerhouse. Sharad shares his journey from an accountant at EY to a real estate mogul who has flipped over 800 properties and built a portfolio of 60 rental units owned free and clear. As a business owner, scaling efficiently while maintaining profitability is key. Sharad breaks down how he systemized his entire operation by building REsimpli, an all-in-one real estate...
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Leveraging Qualified Opportunity Zone State Tax Credits with Andrew Doup
The Elevate Your Business Podcast with Adam Koos
In this episode of Elevate Your Business, Adam welcomes Andrew Doup, founder of Syndication Counsel, to discuss the powerful tax benefits of Qualified Opportunity Zones. Andrew shares his expertise on how these zones work, the federal and state tax incentives they offer, and how investors can strategically leverage them to maximize their returns while minimizing their tax liabilities. Adam and Andrew explore practical tips for properly utilizing Qualified Opportunity Zones, highlighting common mistakes to avoid and the key steps to unlocking their full investment potential. Whether you’re an...
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Smart Strategies for a Successful Business Exit with Joseph Sofia
The Elevate Your Business Podcast with Adam Koos
In this episode of Elevate Your Business, Adam sits down with Joseph Sofia, Regional President of First National Bank in Central Ohio. With expertise in commercial and middle-market banking, loan origination, portfolio management, and credit analysis, Joseph shares practical insights for business owners navigating the complexities of scaling and selling a business. Joseph reveals one actionable step business owners can take right now to create a "profitable goodbye" when it comes time to exit their business. He and Adam discuss why the cost of selling often causes unnecessary worry and unpack...
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How I Built It with Andy Fruechtnicht, Founder and CEO of Single Source IT - Elevate Your Business
The Elevate Your Business Podcast with Adam Koos
In this episode of Elevate Your Business, Adam continues the "How I Built It" series with Andy Fruechtnicht, CEO, President, and Founder of , based in Columbus, Ohio. Andy shares his journey from his very first job to becoming a successful entrepreneur in the IT industry. He talks about what inspired him to start his business and the pivotal moments that shaped his career. Adam and Andy dive into the realities of launching a business, exploring what Andy’s personal life looked like during those early days, the best parts of becoming a business owner, and the toughest challenges he faced....
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Getting 'Exit Planning' Out of Your Vocabulary with Bob St. Germain
The Elevate Your Business Podcast with Adam Koos
In this episode of "Elevate Your Business," Adam talks with Bob St. Germain, Managing Director and Principal at in Columbus, Ohio, about why exit planning is essential for business owners from day one. Bob explains the importance of integrating exit strategies from day one, transforming the way owners think about and plan for the future of their business. Adam and Bob dive into the key metrics that business owners should monitor to accurately determine their company’s value, along with common pitfalls that lead to over- or underestimating this value. Bob outlines the six main ways to exit a...
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Simplifying Estate Planning with Dan Baron of Baron Law
The Elevate Your Business Podcast with Adam Koos
In this episode of "Elevate Your Business," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your assets. Dan introduces the concept of asset shrinkage, explaining how poor planning can lead to significant loss of wealth over time, especially in the face of rising nursing home costs, which he discusses in detail with average figures from across the...
info_outlineIn this engaging episode of "Elevate Your Business," host Adam Koos welcomes two expert guests: Amber Gilsdorf, Director of College Planning with Estrela Consulting, and Katie Cox, the owner of Katie Cox and Co., a boutique tax and accounting firm. Together, they delve into the pressing issue of the rising cost of college education and provide invaluable advice for business owners and parents alike. Amber and Katie offer a treasure trove of professional insights, discussing "cheat codes" for tax-free tuition hacks and strategies for effective college planning. Their expertise sheds light on the often overwhelming process of preparing financially for higher education.
Amber Gilsdorf and Katie Cox also explore the concept of "income shifting" and its benefits for business owners. They explain how strategically managing income can help families save significantly on education expenses and even bolster retirement savings. Listeners will gain a clear understanding of how to leverage these financial strategies to their advantage, making this episode a crucial resource for anyone looking to navigate the complexities of college funding. Tune in to learn practical tips and expert advice on college planning, tax-free tuition hacks, and income shifting strategies that can help you plan smarter and achieve your financial goals.
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