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The Family Biz Show

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
  1. All Episodes
  2. 2021
  3. 10

831(b) Captive Insurance Plans: Balancing Benefits and Scrutiny | The Family Biz Show Ep. 44

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...

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Family Relationships and Succession Planning | The Family Biz Show Ep. 43

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. 

If you’re a family business or a family...

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