134: Family Business: Expert Tips for Success with Mark Morris

Main Street Business

Mark J Kohler and Mat Sorensen

Tax Reform, Entrepreneurship, Business, Irs Updates, Tax Tips, Legal Compliance, Business Structure, Tax Prep, Accounting, Tax Strategies, Management, Financial Reporting, Estate Planning

2.4 • 584 Ratings

🗓️ 2 March 2017

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

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Summary

Family businesses have created many dynasties but have also torn some families apart. Join Mat and Mark with their special guest Mark Morris. Mark is an entrepreneur himself, but has also been a successful consultant to hundreds of family owned businesses. Mark has an MBA from Harvard Business School and was a consultant with Deloitte Consulting and Bain & Company. Mark shares his experience and tips to succeed in a family business learned from solving issues for many successful family bu...

Transcript

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0:00.0	Broadcasting worldwide on Internet Radio.
0:07.0	Refreshing takes on legal strategies.
0:10.0	Straightforward answers to difficult tax questions.
0:13.0	Independent ideas on building wealth.
0:15.0	It's the Refresh Your Wealth Show with Mark Kohler and Matt Sorenson.
0:19.0	Get your free copy of Mark and Matt's ebooks and sign up for their weekly free newsletter
0:24.4	with important tax deadlines and articles at refreshyourwealth.com.
0:28.7	Now, here's Mark and Matt.
0:31.5	Thank you. Welcome, everyone to the Refresh Your Wealth show with Mark Kohler and Matt Sorenson.
0:51.4	This is Matt Sorenson, excited to be with you today.
0:56.3	You know, this show is about saving taxes, protecting your assets, building wealth. And today we're going to, you know,
1:02.0	try and hit the trifecta there, as it may be, the Holy Trinity, maybe, however you see it.
1:07.7	And we're just trying to deliver deliver whatever you want to call it.
1:12.5	I like that, Matt. Last week you were, you know, celebrating Wayne's World 25th anniversary
1:17.9	and you just went to the Holy Trinity, Ben. Yeah, you know. I like it. You're all over the board.
1:21.9	I got depth. Broad range of listener options.
1:29.3	You know, and I like to play to all crowds.
1:31.0	So, you know.
1:35.7	But, well, I'm excited, Mark, for today's show.
1:38.0	I mean, I got a cool legal tip I'm hoping to give. And we got a really interesting topic one.
1:41.0	A lot of our clients are very familiar with and have a lot of personal
1:44.8	experience with too i think yeah this is going to be a great topic um i love the show and i want
	...

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