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The Family Biz Show

Oct 22, 2021

Ep 44: 831(b)/Captive Insurance Plans: Love & Scrutiny 

During this episode, we’ll discuss the 831(b) plans with expert Van Carlson* of Strategic Risk Alternatives, including: 

  • Why the IRS recently sent out a “soft warning” letter to 831(b) plans and  
    what it means for Captives. 
  • Risk Management...

Oct 6, 2021

Ep 43: Family Relationships & Succession Planning 

One of Buffalo’s Most Powerful Women joins us on this episode of The Family Biz Show. Listen in as we talk to the owner of *Chiavetta Catering, Kathleen Chiavetta about Family Relationships & Succession Planning. 

This Weeks Guest 

Kathleen Chiavetta is a...