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Leadership Through Service


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IRS Stops Most Unannounced Visits To Taxpayers and Businesses

The IRS has made an important announcement regarding the practice of unannounced visits by its revenue officers. This policy change comes in response to the increasing prevalence of tax scams and the resulting confusion among taxpayers when verifying the identity of IRS employees. This change prioritizes the safety of both taxpayers and IRS employees. Here is a summarized version of the key points: 1. End

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NEMT Interview – Robert Weinstein interviews Chris Buell

In this interview, Robert Weinstein learns how Chris Buell helps new and not new Non Emergency Medical Transportation NEMT operators can increase their profits and ability to manage their business. Chris is a sales consultant and has experience with two different NEMT businesses that he operated before becoming a helping hand to others.  

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Commercial Auto Symbols

Understanding Business Vehicle Insurance Symbols Have you taken a close look at your company’s vehicle insurance policy? If you have, you might’ve seen some small numbers next to the various coverages. If these numbers seem unfamiliar, here’s a breakdown: Vehicle Coverage Symbols Explained These small numbers are known as vehicle coverage symbols. They signify the kind of vehicle that’s protected by the relevant insurance limit,

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How to Maximize Your Business Vehicle Tax Deductions in 2023

The tax landscape is ever-evolving, and 2023 has brought some significant changes, especially in the realm of business vehicle tax deductions. With the potential to save thousands of dollars in taxes, understanding these changes is crucial for individuals and businesses alike. This article delves deep into the nuances of the 2023 vehicle tax deduction, offering insights and actionable advice. It’s important to note that unlocking

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How Much Professional Liability Insurance Should Attorneys Have?

As an attorney and insurance agent, it’s not surprising for attorneys to ask me how much professional liability insurance they should have. The world is changing quickly, especially with technology and with the increasing use of AI to help, the risks of malpractice have maybe not so much increased, albeit certainly have shifted in how an attorney can breach their duty to their client. To

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Cheapest Home Insurance in Eau Claire Wisconsin

Give us a call at 715-598-9924 I recently saw and read part an “article” (and that’s using the term generously) with a title of the “Cheapest Home Insurance in Wisconsin” and it became pretty clear to me quickly that the article wasn’t anything more than a paid advertisement designed to masquerade as a legitimate price comparison on nerdwallet. Ok, in fairness, it did state “among

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Understanding Contractor Bid and Performance Bonds When Working With A Government Buyer

The quick answer is government contracts require surety bonds to ensure the contractor businesses and/or people contracted with any given government buyer either perform and complete the job as expected, or there’s a third-party (the surety/bond company) on the hook to pay for another contractor to step in and finish the job (or make it right). As a fast overview, let’s first describe and define

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Using ChatGPT Can Help Your Business Grow By Helping You Write SEO Friendly Content For Your Website

If you haven’t heard of Artificial Intelligence (commonly just called AI) and the impact it’s having on marketing and pretty much everything, it’s something you want to learn about. AI technology is disrupting the world we live in, and is being called a “Google killer” because you can ask a “chat bot” relatively simple and advanced questions and get your answer without having to click

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Buying Homeowners Insurance In Wisconsin

Buying Homeowner’s Insurance in Wisconsin can be an easy or really difficult process. Ideally, you want to work with an agent who will take the time to know you, your family if you have one, and have access to the “right” insurance carrier. The “right” insurance carrier can mean different things to different people, albeit for this article, what I mean is the price is

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Starting a Michigan Taxi or Non Emergency Medical Transportation Business Is Expensive Because of Regulations

Michigan has some of the highest auto insurance costs in the country. If you’re considering starting a Taxi or Non Emergency Medical Transportation (NEMT) business in Michigan, you should know that the cost of insurance in this state is some of the highest you will find. Taxi regulations in Michigan are set by individual municipalities, but all taxi companies operating in the state must be

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Calculating Workers’ Compensation Costs Audit

That first workers’ comp audit can be quite the surprise (and nightmare) for many of my business owners with employees. This is especially true for fast growing businesses that allow their payroll to grow quickly. Generally, Workers compensation is an estimated premium policy based on expected payroll in the next 12 months, and like most business estimates, they’re rarely exact. Some workers’ comp insurance policies

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Buying a Bid Bond

If you’re a contractor requiring a bid bond for your next project, or what you hope is your next construction project, there’s not a lot to learn about bid bonds, which is the good news, however the bad news for most contractors is that the process isn’t as easy as they think. It’s understandable why so many of my contractors think buying a bid and

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Start a Party Bus Business

Ok, you’ve decided you want to be your own boss and start a business. You’ve even narrowed it down to starting a party bus business, so now what? Starting a party bus business is clearly not impossible as others are operating, albeit having the right information, and the right people surrounding you is key. In fact, a party bus company doesn’t have to be hard

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Top 10 NEMT Things to Know When Starting a Non Emergency Medical Transportation Business

Get a NEMT insurance Quote  America’s transportation industry is changing right before our eyes. The days of calling a friend, a taxi, or ambulance as the only choices for people to obtain non emergency medical transportation (NEMT) are over. As the population ages, the opportunity for business people to enter the transportation economy has never been greater, and all signs point to potential success, albeit

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Social Media Marketing Rules to Grow Your Business

Grow your company’s revenue and profits with new insight from Milwaukee’s premier product and company branding experts at Chameleon Communications. Through careful planning and execution, your business can achieve greater ROI through social media marketing than what was ever possible through traditional marketing channels. Use the following guidance to build your brand without the cost of using outside experts. Believe it or not, you are

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Party Bus Insurance For New Party Bus Companies

If you’re starting a new party bus business in your local area, you may be surprised at how much commercial auto insurance costs, so knowing your options is key to keeping your insurance costs low. Click HERE to fill out our simple online Party Bus Insurance Quote Application Depending on your state (and feel free to reach out and ask about your state, we’re here

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Business Insurance Audit Letter, Why Did I Get One and Do I Have To Fill It Out?

What is this commercial insurance audit letter I received in the mail, and do I have to complete it? When a business general liability or professional liability policy is nearing renewal (generally about 10 or 11 months into a year policy), and sometimes when an insurance policy is written and put into place insurance carriers send an audit letter(s). Usually, in a typical contractor's insurance policy,

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How To Start a Party Bus Business

Starting a party bus business encompasses many of the same requirements as any business, namely knowing the industry, understanding marketing, being able to properly price your product, scheduling, and of course the big one, customer service. Again, I want to emphasize the importance of customer service. You can have everything perfect, the right bus, the right price, the right availability, and if you fail at

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Hiring a Subcontractor, What You Need To Know For Insurance

Moving from a one person band to having employees and/or subcontractors working with you can be a significant and unexpected change for many business owners. On one hand, with more people, larger and sometimes more profitable contracts can be earned, and having other hands on the job can make quicker and more efficient work when do correctly. Like most things in life, the upside to

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Self-Employed Contractor Bookkeeping Including Online Accounting Software

Self-Employed Contractor Online Bookkeeping Service For the Single Member LLC All your typical self-employed bookkeeping requirements including your Federal Schedule C for a set montly rate. If you’re a self-employed contractor working for a 1099, you’re already busy working a full work week, and if you’re like most, the last thing you want to do is learn how to perform bookkeeping at the end of

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Payroll Service for Small Businesses Employers

Small Business Payroll Service from 1 Reason Payroll You’re busy enough running your business, the last thing you want is to learn another skillset that you won’t use enough to justify your time, money, and energy learning. Besides, accounting mistakes can cost you much more than any amount saved. 1 Reason Payroll service is here to help and can streamline your pay-as-you-go workers’ compensation into

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2017 I-9 – Employment Eligibility Verification Download For New Employees

2017 I-9 – Employment Eligibility Verification Download For New Employees Here's the form for your easy download —–>   I-9 Fillable Form     I-9 Paper Version For Printing If you want a W-4 form, click HERE   And to learn more about W-4 Forms, Click HERE Form I-9 is used for verifying the identity and employment authorization of people hired for employment in the United States.

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10 Reasons Why You're Losing Sales That You Might Have Made

In a world of online shopping and the greatest price transparency ever, it may seem logical that price is what drives a buyer's decision making, but some things never change, and one of them is price isn't the most important factor in a buyer's mind. Many salespeople seem to forget, or maybe they never understood in the first place that price, and especially the lowest

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FREEHOLD, NJ, Nov. 30, 2023 (GLOBE NEWSWIRE) — UMH Properties, Inc. (NYSE: UMH) (TASE: UMH) today announced that it has expanded its partnership with Nuveen Real Estate, a TIAA company through entering into a new joint venture. The joint venture focuses on the development of a new manufactured housing community located in Honey Brook, Pennsylvania, which is part of the Philadelphia MSA. UMH will have

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$7.6 Million Grand Château is Most Expensive Sale in Charlotte

Dropbox : https://www.dropbox.com/scl/fo/rnpcj9tgc7vmtkok0dtn1/h?rlkey=mmbp9yiuqxsiqnmh7lvv52egz&dl=0 Unbranded Video Link : https://www.youtube.com/watch?v=h2CNWPbgHKo&feature=youtu.be Photo Credit : Roosterfish Media CHARLOTTE, N.C., Nov. 30, 2023 (GLOBE NEWSWIRE) — A opulent golfer’s paradise in Charlotte’s esteemed Quail Hollow Country Club has sold for $7,600,000, breaking the record for the most expensive sale in Charlotte. The 18th-century-style château, located at 7330 Baltusrol Lane, showcases breathtaking views and architectural excellence. After previous attempts on the market, the successful transaction of

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Matterport Signs Multi-Year Partnership with Vacasa to Provide Digital Twins for International Portfolio of Vacation Homes

Matterport’s Property Marketing Solution will become an integral part of Vacasa’s home onboarding and guest experience for the tens of thousands of properties Vacasa manages SUNNYVALE, Calif., Nov. 30, 2023 (GLOBE NEWSWIRE) — Matterport, Inc. (Nasdaq: MTTR), the leading digital twin platform to access, understand and utilize properties, and Vacasa, Inc. (Nasdaq: VCSA), North America’s leading vacation rental management platform, today announced a new multi-year

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Core Specialty Completes Acquisition to form Medical Stop-Loss Division

Represents Core Specialty’s 14th Specialty Business Unit Furthers Core Specialty’s momentum in building a leading specialty insurance company Jim Stelling joins Core Specialty as President, Medical Stop-Loss CINCINNATI, Dec. 01, 2023 (GLOBE NEWSWIRE) — Core Specialty Insurance Holdings, Inc. and its subsidiaries (“Core Specialty” or the “Company”) announced today the completion of the acquisition of the MGU/Stop-Loss business of American National Group (“ANAT”), which was

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Trupanion, leading pet medical insurance provider, shares respiratory health data amid rising Canine Respiratory Illness concerns

Thousands of pet parents, veterinarians and members of the animal health community joined Trupanion’s live event: Separating Fact, Fiction and Uncertainty on Canine Respiratory Illness SEATTLE, Nov. 30, 2023 (GLOBE NEWSWIRE) — Trupanion, Inc. (Nasdaq: TRUP), the leading provider of medical insurance for cats and dogs, today hosted an audience of thousands during a live online event, sharing proprietary data and insights in partnership with

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HCI Group Receives Approval for New Carrier and Citizens Assumption

TAMPA, Fla., Nov. 30, 2023 (GLOBE NEWSWIRE) — HCI Group, Inc. (NYSE: HCI), a holding company with operations in homeowners insurance, information technology services, real estate, and reinsurance, announced today that Condo Owners Reciprocal Exchange, an HCI-sponsored reciprocal insurer with plans to write commercial residential policies, has received from Florida insurance regulators a certificate of authority to transact insurance in Florida. Condo Owners Reciprocal Exchange,

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Skyward Specialty Announces Leadership Changes To Its Board Of Directors

HOUSTON, Nov. 30, 2023 (GLOBE NEWSWIRE) — Skyward Specialty Insurance Group, Inc.™ (NASDAQ: SKWD) (“Skyward Specialty” or “the Company”) a leader in the specialty property and casualty (P&C) market, announced a series of changes to its Board of Directors (the “Board”) effective Thursday, November 30, 2023. Cameron MacDonald, president and chief executive officer at The Westaim Corporation (“Westaim”) and current Chairperson of the Board, and Robert

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FREEHOLD, NJ, Nov. 29, 2023 (GLOBE NEWSWIRE) — UMH Properties, Inc. (NYSE: UMH) (TASE: UMH), announced the addition of George Kline, Vice President of Corporate Security. Samuel A. Landy, President and Chief Executive Officer commented, “UMH is pleased to announce the addition of George Kline who will be an excellent asset to our team. Mr. Kline served twenty-five years with the NYPD. He held various

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Postal Realty to Participate in Jefferies Real Estate Conference

CEDARHURST, N.Y., Nov. 28, 2023 (GLOBE NEWSWIRE) — Postal Realty Trust, Inc. (NYSE: PSTL), an internally managed real estate investment trust that owns and manages over 1,800 properties leased primarily to the United States Postal Service, ranging from last-mile post offices to industrial facilities, announced today that Andrew Spodek, Chief Executive Officer, and Robert Klein, Chief Financial Officer, will participate in the 2023 Jefferies Real

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La Rosa Launches Multi-Level Revenue Share Plan for Agents

Celebration, FL, Nov. 28, 2023 (GLOBE NEWSWIRE) — La Rosa Holdings Corp. (NASDAQ: LRHC) (“La Rosa” or the “Company”), a holding company for five agent-centric, technology-integrated, cloud-based, multi-service real estate segments, today announced that it has launched a multi-level revenue share plan designed to empower realtors with a unique income stream. The Company believes this innovative model will provide agents with an opportunity to create passive

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Global Veterinary Authorities Delve into Trupanion Data, Gaining Insight into Current Canine Respiratory Illness Concerns

Trupanion to convene canine respiratory illness Q&A with expert veterinarian panelists live on November 30 SEATTLE, Nov. 28, 2023 (GLOBE NEWSWIRE) — With reports of a surge in respiratory illness amongst dogs in multiple states, Trupanion, Inc. (Nasdaq: TRUP), the leading provider of medical insurance for cats and dogs, will convene a Q&A and share real-time, canine respiratory illness updates. Having covered over 3 million

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Everest Funeral Concierge Partners With CBS Sports Network, Curling Canada and USA Curling in the Everest North American Curling Club Championships

The inaugural event will establish the highest level of competition for both men’s and women’s amateur curling HOUSTON, Nov. 27, 2023 (GLOBE NEWSWIRE) — Everest Funeral Concierge is thrilled to announce a ground-breaking partnership with CBS Sports Network, Curling Canada and USA Curling to introduce the Everest North American Curling Club Championships. Set to debut in September 2024, this new championship will establish the highest

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