In our latest podcast episode, Enlightened Wealth Strategies, James and Jim are joined in the studio with Joseph Angelli, of Joseph Angelli, CPA. PC where we discuss the impact of the Trump Administration's Tax policies as well as the expected passage of the OBBBA or The One Big Beautiful Bill Act. We cover many of the income tax provisions in the Bill and how it will impact your federal income taxes as well as how we can plan and strategize ways to minimize our overall income tax burden.

Be sure to listen and watch as Joe offers detailed insight into the expected changes in federal income provisions as well as how we can minimize our tax payments with some basic current and long-range tax planning.

In our latest episode, Enlightened Wealth Strategies, James and Jim are joined by Ben Mills of Cardigan Consulting LLC to discuss how and why small businesses can hire a Fractional CFO. We discuss how a Fractional CGO is unlike a controller or bookkeeper. We also address the many challenges that small and mid-sized businesses face and the benefits of using a Fractional CFO who can assist in tracking and improving the financials of individual business.

Be sure to listen to and watch this episode as we learn when and why a SMB (small medium sixed businesses) would hire a Fractional CFO like Ben Mills.

In our latest podcast episode, Enlightened Wealth Strategies, James and Jim are joined by Pisoot Senethavilay of Ancorato Capital to discuss the use of structured notes and how Ancorato provides a unique approach to not only investing in structured notes but using them within a separately managed account.
Be sure to listen to and watch this episode as we learn what structured notes are and how we can utilize them through Ancorato Capital.