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		<title>What’s Next? </title>
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		<copyright>Parcion Private Wealth (443195)</copyright>
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		<itunes:author>Parcion Private Wealth</itunes:author>
		<itunes:subtitle>Optimizing Personal Wealth Through a Business Sale and Beyond</itunes:subtitle>
		<itunes:summary><![CDATA[What's Next? explores how business owners and their families can optimize a business sale or other wealth event to strategically plan for their futures. Join Terry Cook, CFP®, CIMA®, founder of Parcion Private Wealth in Bellevue, Washington, as he interviews experts from across the financial services industry to help listeners determine what's next.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></itunes:summary>
		<description><![CDATA[What's Next? explores how business owners and their families can optimize a business sale or other wealth event to strategically plan for their futures. Join Terry Cook, CFP®, CIMA®, founder of Parcion Private Wealth in Bellevue, Washington, as he interviews experts from across the financial services industry to help listeners determine what's next.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></description>
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			<itunes:name>Parcion Private Wealth</itunes:name>
			<itunes:email>stacy.schwaegler@parcionpw.com</itunes:email>
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				<title>What’s Next? </title>
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			<title>Opportunity Zones 2.0 (Part 2/2)</title>
			<itunes:title>Opportunity Zones 2.0 (Part 2/2)</itunes:title>
			<pubDate>Mon, 11 May 2026 20:17:30 GMT</pubDate>
			<itunes:duration>41:02</itunes:duration>
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			<itunes:subtitle>What Changed and What It Means for Business Owners</itunes:subtitle>
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			<description><![CDATA[<p>In part two of this conversation, Terry Cook and Nick Rosenthal move from the mechanics of the new law into the planning decisions that follow. They walk through how census tract redesignations work and what the next cycle of zones might look like, explore the Rural Opportunity Fund provision and who it actually serves, and use the Laurel Apartments project in East Austin as a real-world example of what success looks like in this program. They also cover how Opportunity Zone investments sit alongside installment sales, charitable structures, 1031 exchanges, and tax-loss harvesting strategies and close with the investment questions that matter most before committing capital. </p><br><p>0:45 – Census tract redesignations: what the next cycle of zones might look like</p><p>5:57 – Rural Opportunity Funds: what changed, who it's for, and how Griffin thinks about it</p><p>11:25 – A Washington state footnote: solar and wind farms as rural OZ examples</p><p>15:09 – The Laurel Apartments, East Austin: what the program looks like when it works</p><p>18:06 – How refinancing events and operating distributions work during the hold period</p><p>22:38 – Why the long-term tax-free growth is the headline, not the deferral</p><p>26:32 – How Opportunity Zones work alongside installment sales, 1031s, and charitable structures</p><p>32:00 – Why real estate belongs in a post-sale portfolio, the investment argument</p><p>35:01 – The tail cannot wag the dog: how Parcion evaluates OZ fund quality</p><p>35:54 – Questions every sophisticated investor should ask before committing capital</p><p>39:00 – The single mindset shift Nick wants business owners to walk away with</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></description>
			<itunes:summary><![CDATA[<p>In part two of this conversation, Terry Cook and Nick Rosenthal move from the mechanics of the new law into the planning decisions that follow. They walk through how census tract redesignations work and what the next cycle of zones might look like, explore the Rural Opportunity Fund provision and who it actually serves, and use the Laurel Apartments project in East Austin as a real-world example of what success looks like in this program. They also cover how Opportunity Zone investments sit alongside installment sales, charitable structures, 1031 exchanges, and tax-loss harvesting strategies and close with the investment questions that matter most before committing capital. </p><br><p>0:45 – Census tract redesignations: what the next cycle of zones might look like</p><p>5:57 – Rural Opportunity Funds: what changed, who it's for, and how Griffin thinks about it</p><p>11:25 – A Washington state footnote: solar and wind farms as rural OZ examples</p><p>15:09 – The Laurel Apartments, East Austin: what the program looks like when it works</p><p>18:06 – How refinancing events and operating distributions work during the hold period</p><p>22:38 – Why the long-term tax-free growth is the headline, not the deferral</p><p>26:32 – How Opportunity Zones work alongside installment sales, 1031s, and charitable structures</p><p>32:00 – Why real estate belongs in a post-sale portfolio, the investment argument</p><p>35:01 – The tail cannot wag the dog: how Parcion evaluates OZ fund quality</p><p>35:54 – Questions every sophisticated investor should ask before committing capital</p><p>39:00 – The single mindset shift Nick wants business owners to walk away with</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></itunes:summary>
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			<title>Opportunity Zones 2.0 (Part 1/2)</title>
			<itunes:title>Opportunity Zones 2.0 (Part 1/2)</itunes:title>
			<pubDate>Mon, 11 May 2026 20:09:58 GMT</pubDate>
			<itunes:duration>30:11</itunes:duration>
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			<acast:episodeUrl>opportunity-zones-20-part-12</acast:episodeUrl>
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			<itunes:subtitle>What Changed and What It Means for Business Owners</itunes:subtitle>
			<itunes:episodeType>full</itunes:episodeType>
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			<description><![CDATA[<p>Join Terry Cook as he speaks with Nick Rosenthal, co-CEO of Griffin Capital, to walk through what changed in the Opportunity Zone program on July 4th, 2025, and why it matters for business owners preparing for a sale. Nick shares how permanence transforms the planning conversation, how the rolling five-year deferral and restored basis step-up work together, and what a disciplined, investor-aligned approach to Opportunity Zone funds actually looks like. Tune in to understand one of the most significant updates to the tax code for business owners in years.</p><br><p>2:42 – Who is Griffin Capital and what do they focus on</p><p>6:27 – Co-investment alignment: $300 million of leadership capital alongside investors</p><p>8:18 – Plain-English explanation of how Opportunity Zones work</p><p>9:46 – The origins of the program and whether it has delivered on its promise</p><p>13:12 – Criticism of the program and how Griffin evaluates the spirit versus the letter</p><p>17:13 – The five changes that matter most: starting with permanence</p><p>21:49 – The rolling five-year deferral clock and why it democratizes timing</p><p>25:24 – The restored 10% basis step-up and how it pairs with passive loss strategies</p><p>28:38 – What to expect in Part 2</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></description>
			<itunes:summary><![CDATA[<p>Join Terry Cook as he speaks with Nick Rosenthal, co-CEO of Griffin Capital, to walk through what changed in the Opportunity Zone program on July 4th, 2025, and why it matters for business owners preparing for a sale. Nick shares how permanence transforms the planning conversation, how the rolling five-year deferral and restored basis step-up work together, and what a disciplined, investor-aligned approach to Opportunity Zone funds actually looks like. Tune in to understand one of the most significant updates to the tax code for business owners in years.</p><br><p>2:42 – Who is Griffin Capital and what do they focus on</p><p>6:27 – Co-investment alignment: $300 million of leadership capital alongside investors</p><p>8:18 – Plain-English explanation of how Opportunity Zones work</p><p>9:46 – The origins of the program and whether it has delivered on its promise</p><p>13:12 – Criticism of the program and how Griffin evaluates the spirit versus the letter</p><p>17:13 – The five changes that matter most: starting with permanence</p><p>21:49 – The rolling five-year deferral clock and why it democratizes timing</p><p>25:24 – The restored 10% basis step-up and how it pairs with passive loss strategies</p><p>28:38 – What to expect in Part 2</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></itunes:summary>
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			<title>Revisited: Unlocking Generational Wealth Conversations </title>
			<itunes:title>Revisited: Unlocking Generational Wealth Conversations </itunes:title>
			<pubDate>Tue, 05 May 2026 17:37:25 GMT</pubDate>
			<itunes:duration>49:55</itunes:duration>
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			<itunes:subtitle>with Mike McGrann   </itunes:subtitle>
			<itunes:episodeType>full</itunes:episodeType>
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			<description><![CDATA[In this episode of What's Next? from Parcion Private Wealth, host Terry Cook and guest Mike McGrann, from the Fidelity Center for Family Engagement, discuss legacy preservation and wealth communication. They tackle fears surrounding wealth's impact on future generations and strategies for constructive family dialogue. As a subject matter expert on families of wealth and family-owned firms, Mike shares insights on maintaining healthy relationships around wealth, emphasizing the importance of open communication to prevent misunderstandings and conflicts. If you are interested in learning more about how Parcion can support your generational conversations, please contact us at <a href="mailto:info@parcionpw.com" rel="noopener noreferrer" target="_blank">info@parcionpw.com</a> or visit <a href="http://www.parcionpw.com/" rel="noopener noreferrer" target="_blank">www.parcionpw.com</a>.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></description>
			<itunes:summary><![CDATA[In this episode of What's Next? from Parcion Private Wealth, host Terry Cook and guest Mike McGrann, from the Fidelity Center for Family Engagement, discuss legacy preservation and wealth communication. They tackle fears surrounding wealth's impact on future generations and strategies for constructive family dialogue. As a subject matter expert on families of wealth and family-owned firms, Mike shares insights on maintaining healthy relationships around wealth, emphasizing the importance of open communication to prevent misunderstandings and conflicts. If you are interested in learning more about how Parcion can support your generational conversations, please contact us at <a href="mailto:info@parcionpw.com" rel="noopener noreferrer" target="_blank">info@parcionpw.com</a> or visit <a href="http://www.parcionpw.com/" rel="noopener noreferrer" target="_blank">www.parcionpw.com</a>.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></itunes:summary>
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			<title>AI Implementation for Business Owners with Natalie Pierce</title>
			<itunes:title>AI Implementation for Business Owners with Natalie Pierce</itunes:title>
			<pubDate>Sat, 08 Jun 2024 21:43:01 GMT</pubDate>
			<itunes:duration>46:46</itunes:duration>
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			<description><![CDATA[<p>Join Terry Cook as he speaks with Natalie Pierce, a leading expert in AI and partner at Gunderson Dettmer. Discover how business owners and leaders can harness the power of AI to transform their operations, enhance efficiency, and stay competitive. Natalie shares insights on generative AI, the importance of prompt engineering, and best practices for AI adoption in the workplace. Tune in to explore the future of AI in business.</p><br><p>If you are interested in learning more about how Parcion can support you, please contact us at info@parcionpw.com or visit <a href="www.parcionpw.com" rel="noopener noreferrer" target="_blank">www.parcionpw.com</a>.</p><br><p>00:54 – Episode introduction</p><p>1:30 – Natalie Pierce explains her role at Gunderson Dettmer and her expertise in AI</p><p>3:20 – What is Artificial Intelligence? What isn’t it? What is Generative AI?</p><p>6:08 – Generative AI versus Machine Learning</p><p>10:20 – Training a workforce to use this technology</p><p>12:50 – Prompt engineering and upskilling the workforce</p><p>18:40 – The dark side of AI, including cybersecurity threats and deep fakes</p><p>21:30 – Explanation and importance of a closed enterprise solution</p><p>24:45 – Best practices and examples for business owners implementing AI</p><p>31:15 – Augmented versus virtual reality</p><p>33:50 – Cobots and their use</p><p>38:40 – Considerations for employers deploying general or HR AI powered tools</p><p>42:00 – Contact information for Natalie Pierce and further resources</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></description>
			<itunes:summary><![CDATA[<p>Join Terry Cook as he speaks with Natalie Pierce, a leading expert in AI and partner at Gunderson Dettmer. Discover how business owners and leaders can harness the power of AI to transform their operations, enhance efficiency, and stay competitive. Natalie shares insights on generative AI, the importance of prompt engineering, and best practices for AI adoption in the workplace. Tune in to explore the future of AI in business.</p><br><p>If you are interested in learning more about how Parcion can support you, please contact us at info@parcionpw.com or visit <a href="www.parcionpw.com" rel="noopener noreferrer" target="_blank">www.parcionpw.com</a>.</p><br><p>00:54 – Episode introduction</p><p>1:30 – Natalie Pierce explains her role at Gunderson Dettmer and her expertise in AI</p><p>3:20 – What is Artificial Intelligence? What isn’t it? What is Generative AI?</p><p>6:08 – Generative AI versus Machine Learning</p><p>10:20 – Training a workforce to use this technology</p><p>12:50 – Prompt engineering and upskilling the workforce</p><p>18:40 – The dark side of AI, including cybersecurity threats and deep fakes</p><p>21:30 – Explanation and importance of a closed enterprise solution</p><p>24:45 – Best practices and examples for business owners implementing AI</p><p>31:15 – Augmented versus virtual reality</p><p>33:50 – Cobots and their use</p><p>38:40 – Considerations for employers deploying general or HR AI powered tools</p><p>42:00 – Contact information for Natalie Pierce and further resources</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></itunes:summary>
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			<title>Unlocking Generational Wealth Conversations with Mike McGrann   </title>
			<itunes:title>Unlocking Generational Wealth Conversations with Mike McGrann   </itunes:title>
			<pubDate>Mon, 22 Apr 2024 23:18:28 GMT</pubDate>
			<itunes:duration>49:24</itunes:duration>
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			<acast:episodeUrl>a-conversation-in-generational-wealth-with-mike-mcgrann</acast:episodeUrl>
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			<itunes:episodeType>full</itunes:episodeType>
			<itunes:season>2</itunes:season>
			<itunes:episode>2</itunes:episode>
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			<description><![CDATA[<p>In this episode of What's Next? from Parcion Private Wealth, host Terry Cook and guest Mike McGrann, from the Fidelity Center for Family Engagement, discuss legacy preservation and wealth communication. They tackle fears surrounding wealth's impact on future generations and strategies for constructive family dialogue. As a subject matter expert on families of wealth and family-owned firms, Mike shares insights on maintaining healthy relationships around wealth, emphasizing the importance of open communication to prevent misunderstandings and conflicts. If you are interested in learning more about how Parcion can support your generational conversations, please contact us at <a href="mailto:info@parcionpw.com" rel="noopener noreferrer" target="_blank">info@parcionpw.com</a> or visit <a href="http://www.parcionpw.com/" rel="noopener noreferrer" target="_blank">www.parcionpw.com</a>.</p><br><p>1:00 – Episode introduction </p><p>2:52 – Addressing the fear of money ruining kids by utilizing better conversational tools</p><p>4:45 – Creating distance with hierarchical behavior </p><p>8:20 – Statistics around wealth transfer</p><p>10:00 – Defining what "Legacy" means to you </p><p>13:20 – Using intentional reflection to define your legacy and relationship to wealth</p><p>14:00 – Intended and unintended outcomes and consequences</p><p>15:40 – Voice versus vote</p><p>16:00 – Peership and commitment to mutuality </p><p>18:40 – Real life example of a conversation about wealth with a 14 year old around shoes</p><p>21:40 – Real life example of a conversation about wealth with estate planning and family dynamics</p><p>25:03 – Fair versus equal</p><p>29:20 – Wish versus fear </p><p>32:00 – Developing a healthy respect for wealth in your children</p><p>36:22 – Takeaways and strategies for constructive family dialogue</p><p>44:25 – Fidelity Center for Family Engagement's mission and passion to support family businesses </p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></description>
			<itunes:summary><![CDATA[<p>In this episode of What's Next? from Parcion Private Wealth, host Terry Cook and guest Mike McGrann, from the Fidelity Center for Family Engagement, discuss legacy preservation and wealth communication. They tackle fears surrounding wealth's impact on future generations and strategies for constructive family dialogue. As a subject matter expert on families of wealth and family-owned firms, Mike shares insights on maintaining healthy relationships around wealth, emphasizing the importance of open communication to prevent misunderstandings and conflicts. If you are interested in learning more about how Parcion can support your generational conversations, please contact us at <a href="mailto:info@parcionpw.com" rel="noopener noreferrer" target="_blank">info@parcionpw.com</a> or visit <a href="http://www.parcionpw.com/" rel="noopener noreferrer" target="_blank">www.parcionpw.com</a>.</p><br><p>1:00 – Episode introduction </p><p>2:52 – Addressing the fear of money ruining kids by utilizing better conversational tools</p><p>4:45 – Creating distance with hierarchical behavior </p><p>8:20 – Statistics around wealth transfer</p><p>10:00 – Defining what "Legacy" means to you </p><p>13:20 – Using intentional reflection to define your legacy and relationship to wealth</p><p>14:00 – Intended and unintended outcomes and consequences</p><p>15:40 – Voice versus vote</p><p>16:00 – Peership and commitment to mutuality </p><p>18:40 – Real life example of a conversation about wealth with a 14 year old around shoes</p><p>21:40 – Real life example of a conversation about wealth with estate planning and family dynamics</p><p>25:03 – Fair versus equal</p><p>29:20 – Wish versus fear </p><p>32:00 – Developing a healthy respect for wealth in your children</p><p>36:22 – Takeaways and strategies for constructive family dialogue</p><p>44:25 – Fidelity Center for Family Engagement's mission and passion to support family businesses </p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></itunes:summary>
		</item>
		<item>
			<title>How to Use Employee Stock Ownership Plans (ESOPs) to Optimize Your Business with Ted Lape</title>
			<itunes:title>How to Use Employee Stock Ownership Plans (ESOPs) to Optimize Your Business with Ted Lape</itunes:title>
			<pubDate>Wed, 06 Sep 2023 15:01:55 GMT</pubDate>
			<itunes:duration>36:20</itunes:duration>
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			<acast:episodeUrl>how-to-use-employee-stock-ownership-plans-esops-to-optimize-</acast:episodeUrl>
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			<itunes:episodeType>full</itunes:episodeType>
			<itunes:season>2</itunes:season>
			<itunes:episode>1</itunes:episode>
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			<description><![CDATA[<p>In this episode of What’s Next?, host Terry Cook is joined by Ted Lape of Lazear Capital Partners to discuss ESOPs, a tool commonly used to facilitate succession planning, allowing a company owner to sell their shares to support their goals and transition flexibly out of the business. Ted has an impressive 30-year history in the banking industry and has helped many clients with setting up an ESOP at their company. More information about ESOPs can be found in our whitepaper “How to Successfully Exit Your Business with an Employee Stock Ownership Plan (ESOP)” available on our website <a href="www.parcionpw.com" rel="noopener noreferrer" target="_blank">www.parcionpw.com</a> or at <a href="https://www.lazearcapital.com/" rel="noopener noreferrer" target="_blank">www.lazearcapital.com/</a>.</p><br><p>1:35 – Ted’s introduction to ESOPs</p><p>2:44 – What is an ESOP?</p><p>3:30 – How are ESOPs different from ESPPs (Employee Stock Purchase Plan) or other employee stock</p><p>ownership plans?</p><p>5:30 – Mechanics, steps, and benefits of ESOPs, timeframe</p><p>7:55 – How is an ESOP different from a direct sale?</p><p>13:20 – Advantages</p><p>14:20 – Disadvantages</p><p>14:58 – Example when ESOP is the right solution</p><p>18:40 – Financing options and involvement</p><p>24:40 – Why don’t more business owners choose to exit with an ESOP?</p><p>26:20 – Cost and professionals involved</p><p>30:50 – How an ESOP can help ensure a legacy for a business owner</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></description>
			<itunes:summary><![CDATA[<p>In this episode of What’s Next?, host Terry Cook is joined by Ted Lape of Lazear Capital Partners to discuss ESOPs, a tool commonly used to facilitate succession planning, allowing a company owner to sell their shares to support their goals and transition flexibly out of the business. Ted has an impressive 30-year history in the banking industry and has helped many clients with setting up an ESOP at their company. More information about ESOPs can be found in our whitepaper “How to Successfully Exit Your Business with an Employee Stock Ownership Plan (ESOP)” available on our website <a href="www.parcionpw.com" rel="noopener noreferrer" target="_blank">www.parcionpw.com</a> or at <a href="https://www.lazearcapital.com/" rel="noopener noreferrer" target="_blank">www.lazearcapital.com/</a>.</p><br><p>1:35 – Ted’s introduction to ESOPs</p><p>2:44 – What is an ESOP?</p><p>3:30 – How are ESOPs different from ESPPs (Employee Stock Purchase Plan) or other employee stock</p><p>ownership plans?</p><p>5:30 – Mechanics, steps, and benefits of ESOPs, timeframe</p><p>7:55 – How is an ESOP different from a direct sale?</p><p>13:20 – Advantages</p><p>14:20 – Disadvantages</p><p>14:58 – Example when ESOP is the right solution</p><p>18:40 – Financing options and involvement</p><p>24:40 – Why don’t more business owners choose to exit with an ESOP?</p><p>26:20 – Cost and professionals involved</p><p>30:50 – How an ESOP can help ensure a legacy for a business owner</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></itunes:summary>
		</item>
		<item>
			<title>An Intro to the Stanford Seed Program with JoAnna Halk and Mark Phelps</title>
			<itunes:title>An Intro to the Stanford Seed Program with JoAnna Halk and Mark Phelps</itunes:title>
			<pubDate>Tue, 01 Aug 2023 18:13:00 GMT</pubDate>
			<itunes:duration>41:16</itunes:duration>
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			<acast:showId>649ddca6b4fe7200115bcdcb</acast:showId>
			<acast:episodeUrl>an-intro-to-the-stanford-seed-program-with-joanna-halk-and-m</acast:episodeUrl>
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			<itunes:episodeType>full</itunes:episodeType>
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			<description><![CDATA[<p>In this episode of What’s Next?, JoAnna Halk, an associate director for the Stanford SEED Program, and Mark Phelps, a retired serial entrepreneur and Stanford SEED coach, join host Terry Cook to discuss the benefits of the SEED program, the unique opportunities it presents to business owners, and effect that it’s had on participating companies across Africa and Southeast Asia. </p><br><p>More resources at <a href="http://www.parcionpw.com" rel="noopener noreferrer" target="_blank">www.parcionpw.com</a> and <a href="https://www.gsb.stanford.edu/seed" rel="noopener noreferrer" target="_blank">https://www.gsb.stanford.edu/seed</a>.</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></description>
			<itunes:summary><![CDATA[<p>In this episode of What’s Next?, JoAnna Halk, an associate director for the Stanford SEED Program, and Mark Phelps, a retired serial entrepreneur and Stanford SEED coach, join host Terry Cook to discuss the benefits of the SEED program, the unique opportunities it presents to business owners, and effect that it’s had on participating companies across Africa and Southeast Asia. </p><br><p>More resources at <a href="http://www.parcionpw.com" rel="noopener noreferrer" target="_blank">www.parcionpw.com</a> and <a href="https://www.gsb.stanford.edu/seed" rel="noopener noreferrer" target="_blank">https://www.gsb.stanford.edu/seed</a>.</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></itunes:summary>
		</item>
		<item>
			<title>Managing the Transition of Selling Your Business and Other Lifequakes with Bruce Feiler</title>
			<itunes:title>Managing the Transition of Selling Your Business and Other Lifequakes with Bruce Feiler</itunes:title>
			<pubDate>Mon, 06 Feb 2023 13:00:00 GMT</pubDate>
			<itunes:duration>40:15</itunes:duration>
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			<acast:episodeId>649ddcad1ea89e0012979f7d</acast:episodeId>
			<acast:showId>649ddca6b4fe7200115bcdcb</acast:showId>
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			<itunes:subtitle>For this episode, Terry Cook is joined by Bruce Feiler. Bruce is the author of seven New York Times bestsellers, including Life Is in the Transitions and Secrets of Happy Families. His three TED Ta...</itunes:subtitle>
			<itunes:episodeType>full</itunes:episodeType>
			<itunes:season>1</itunes:season>
			<itunes:episode>12</itunes:episode>
			<itunes:image href="https://assets.pippa.io/shows/649ddca6b4fe7200115bcdcb/1688068982672-09ae77ab1fca20860663f78c51f2b38b.jpeg"/>
			<description><![CDATA[For this episode, Terry Cook is joined by Bruce Feiler. Bruce is the author of seven New York Times bestsellers, including Life Is in the Transitions and Secrets of Happy Families. His three TED Talks have been viewed more than 4 million times. In their conversation, Bruce and Terry dive into navigating challenging life and family moments and discuss Bruce's new book, The Search, about finding meaningful work.More resources at www.parcionpw.com and www.brucefeiler.com.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></description>
			<itunes:summary><![CDATA[For this episode, Terry Cook is joined by Bruce Feiler. Bruce is the author of seven New York Times bestsellers, including Life Is in the Transitions and Secrets of Happy Families. His three TED Talks have been viewed more than 4 million times. In their conversation, Bruce and Terry dive into navigating challenging life and family moments and discuss Bruce's new book, The Search, about finding meaningful work.More resources at www.parcionpw.com and www.brucefeiler.com.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></itunes:summary>
		</item>
		<item>
			<title>Venture Capital Explained with Brendan Wales</title>
			<itunes:title>Venture Capital Explained with Brendan Wales</itunes:title>
			<pubDate>Mon, 23 Jan 2023 21:30:00 GMT</pubDate>
			<itunes:duration>36:33</itunes:duration>
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			<acast:episodeId>649ddcad1ea89e0012979f7e</acast:episodeId>
			<acast:showId>649ddca6b4fe7200115bcdcb</acast:showId>
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			<itunes:subtitle>Join Terry Cook and Brendan Wales, general partner of Fuse, an early-stage venture capital firm, as they discuss all things venture capital, including how firms like Fuse operate and the opportunit...</itunes:subtitle>
			<itunes:episodeType>full</itunes:episodeType>
			<itunes:season>1</itunes:season>
			<itunes:episode>11</itunes:episode>
			<itunes:image href="https://assets.pippa.io/shows/649ddca6b4fe7200115bcdcb/1688068982672-09ae77ab1fca20860663f78c51f2b38b.jpeg"/>
			<description><![CDATA[Join Terry Cook and Brendan Wales, general partner of Fuse, an early-stage venture capital firm, as they discuss all things venture capital, including how firms like Fuse operate and the opportunities available to interested investors. More resources at www.parcionpw.com and www.fuse.vc.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></description>
			<itunes:summary><![CDATA[Join Terry Cook and Brendan Wales, general partner of Fuse, an early-stage venture capital firm, as they discuss all things venture capital, including how firms like Fuse operate and the opportunities available to interested investors. More resources at www.parcionpw.com and www.fuse.vc.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></itunes:summary>
		</item>
		<item>
			<title>Donor-Advised Funds - A Primer with Colby Bircher</title>
			<itunes:title>Donor-Advised Funds - A Primer with Colby Bircher</itunes:title>
			<pubDate>Thu, 18 Aug 2022 12:00:00 GMT</pubDate>
			<itunes:duration>34:31</itunes:duration>
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			<acast:episodeId>649ddcad1ea89e0012979f7f</acast:episodeId>
			<acast:showId>649ddca6b4fe7200115bcdcb</acast:showId>
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			<itunes:subtitle>Join Terry Cook and Colby Bircher, vice president of charitable planning at Fidelity Charitable, as they discuss how donor-advised funds can be used as a tool for impactful philanthropic planning a...</itunes:subtitle>
			<itunes:episodeType>full</itunes:episodeType>
			<itunes:season>1</itunes:season>
			<itunes:image href="https://assets.pippa.io/shows/649ddca6b4fe7200115bcdcb/1688068982672-09ae77ab1fca20860663f78c51f2b38b.jpeg"/>
			<description><![CDATA[Join Terry Cook and Colby Bircher, vice president of charitable planning at Fidelity Charitable, as they discuss how donor-advised funds can be used as a tool for impactful philanthropic planning and the advantages of this form of charitable investing. More resources at www.parcionpw.com and www.fidelitycharitable.org.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></description>
			<itunes:summary><![CDATA[Join Terry Cook and Colby Bircher, vice president of charitable planning at Fidelity Charitable, as they discuss how donor-advised funds can be used as a tool for impactful philanthropic planning and the advantages of this form of charitable investing. More resources at www.parcionpw.com and www.fidelitycharitable.org.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></itunes:summary>
		</item>
		<item>
			<title>Private Aviation 101 with Craig Ross</title>
			<itunes:title>Private Aviation 101 with Craig Ross</itunes:title>
			<pubDate>Tue, 05 Apr 2022 12:00:00 GMT</pubDate>
			<itunes:duration>32:33</itunes:duration>
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			<itunes:subtitle>Join Terry Cook and Craig Ross, CEO and Founder of Aviation Portfolio LLC as they discuss all things private aviation – from the various models currently in vogue to trends in private jet travel.  ...</itunes:subtitle>
			<itunes:episodeType>full</itunes:episodeType>
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			<description><![CDATA[Join Terry Cook and Craig Ross, CEO and Founder of Aviation Portfolio LLC as they discuss all things private aviation – from the various models currently in vogue to trends in private jet travel.  More resources at www.parcionpw.com and www.aviationportfolio.com.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></description>
			<itunes:summary><![CDATA[Join Terry Cook and Craig Ross, CEO and Founder of Aviation Portfolio LLC as they discuss all things private aviation – from the various models currently in vogue to trends in private jet travel.  More resources at www.parcionpw.com and www.aviationportfolio.com.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></itunes:summary>
		</item>
		<item>
			<title>360-Degree Insurance Planning for Wealth Events with Lorrie Baldevia</title>
			<itunes:title>360-Degree Insurance Planning for Wealth Events with Lorrie Baldevia</itunes:title>
			<pubDate>Fri, 31 Dec 2021 13:00:00 GMT</pubDate>
			<itunes:duration>30:15</itunes:duration>
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			<itunes:subtitle>Join Terry Cook and Assured Partners Agency COO Lorrie Baldevia as they discuss what business owners should consider – both from a business and a personal perspective – when navigating insurance pl...</itunes:subtitle>
			<itunes:episodeType>full</itunes:episodeType>
			<itunes:image href="https://assets.pippa.io/shows/649ddca6b4fe7200115bcdcb/1688068982672-09ae77ab1fca20860663f78c51f2b38b.jpeg"/>
			<description><![CDATA[Join Terry Cook and Assured Partners Agency COO Lorrie Baldevia as they discuss what business owners should consider – both from a business and a personal perspective – when navigating insurance planning and potential consulting services for a successful business transaction.More resources at www.parcionpw.com and www.assuredpartners.com.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></description>
			<itunes:summary><![CDATA[Join Terry Cook and Assured Partners Agency COO Lorrie Baldevia as they discuss what business owners should consider – both from a business and a personal perspective – when navigating insurance planning and potential consulting services for a successful business transaction.More resources at www.parcionpw.com and www.assuredpartners.com.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></itunes:summary>
		</item>
		<item>
			<title><![CDATA[Engaging M&A Attorneys for Business Transactions with Tana Materi]]></title>
			<itunes:title><![CDATA[Engaging M&A Attorneys for Business Transactions with Tana Materi]]></itunes:title>
			<pubDate>Wed, 24 Nov 2021 20:00:00 GMT</pubDate>
			<itunes:duration>41:20</itunes:duration>
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			<itunes:subtitle>Join Terry Cook and Carney Badley Spellman Mergers and Acquisition Attorney Tana Materi as they discuss what business owners should consider when choosing a mergers and acquisitions lawyer and shar...</itunes:subtitle>
			<itunes:episodeType>full</itunes:episodeType>
			<itunes:image href="https://assets.pippa.io/shows/649ddca6b4fe7200115bcdcb/1688068982672-09ae77ab1fca20860663f78c51f2b38b.jpeg"/>
			<description><![CDATA[Join Terry Cook and Carney Badley Spellman Mergers and Acquisition Attorney Tana Materi as they discuss what business owners should consider when choosing a mergers and acquisitions lawyer and share some tips for a successful transaction.More resources at www.parcionpw.com and www.carneylaw.com.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></description>
			<itunes:summary><![CDATA[Join Terry Cook and Carney Badley Spellman Mergers and Acquisition Attorney Tana Materi as they discuss what business owners should consider when choosing a mergers and acquisitions lawyer and share some tips for a successful transaction.More resources at www.parcionpw.com and www.carneylaw.com.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></itunes:summary>
		</item>
		<item>
			<title>Engaging Investment Bankers for a Business Sale with Brian Murphy</title>
			<itunes:title>Engaging Investment Bankers for a Business Sale with Brian Murphy</itunes:title>
			<pubDate>Fri, 29 Oct 2021 12:00:00 GMT</pubDate>
			<itunes:duration>32:53</itunes:duration>
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			<itunes:subtitle>Join Terry Cook and Meridian Capital Investment Bank President Brian Murphy as they discuss what business owners should consider when choosing an investment bank and how to go about the search for ...</itunes:subtitle>
			<itunes:episodeType>full</itunes:episodeType>
			<itunes:image href="https://assets.pippa.io/shows/649ddca6b4fe7200115bcdcb/1688068982672-09ae77ab1fca20860663f78c51f2b38b.jpeg"/>
			<description><![CDATA[Join Terry Cook and Meridian Capital Investment Bank President Brian Murphy as they discuss what business owners should consider when choosing an investment bank and how to go about the search for an investment banker.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></description>
			<itunes:summary><![CDATA[Join Terry Cook and Meridian Capital Investment Bank President Brian Murphy as they discuss what business owners should consider when choosing an investment bank and how to go about the search for an investment banker.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></itunes:summary>
		</item>
		<item>
			<title>Keys to Estate Planning with Eric Fahlman</title>
			<itunes:title>Keys to Estate Planning with Eric Fahlman</itunes:title>
			<pubDate>Mon, 20 Sep 2021 12:00:00 GMT</pubDate>
			<itunes:duration>39:14</itunes:duration>
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			<itunes:subtitle><![CDATA[Join Terry Cook and Fahlman Olson & Little, PLLC Co-Founder Eric Fahlman as they discuss estate planning basics and tools, such as Spousal Lifetime Access Trusts (SLATs) and Intentionally Defective...]]></itunes:subtitle>
			<itunes:episodeType>full</itunes:episodeType>
			<itunes:image href="https://assets.pippa.io/shows/649ddca6b4fe7200115bcdcb/1688068982672-09ae77ab1fca20860663f78c51f2b38b.jpeg"/>
			<description><![CDATA[Join Terry Cook and Fahlman Olson & Little, PLLC Co-Founder Eric Fahlman as they discuss estate planning basics and tools, such as Spousal Lifetime Access Trusts (SLATs) and Intentionally Defective Grantor Trusts (IDGTs) and walk through a client case study, highlighting aspects that might apply to others going through a wealth event.More resources at www.parcionpw.com and www.faolaw.com.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></description>
			<itunes:summary><![CDATA[Join Terry Cook and Fahlman Olson & Little, PLLC Co-Founder Eric Fahlman as they discuss estate planning basics and tools, such as Spousal Lifetime Access Trusts (SLATs) and Intentionally Defective Grantor Trusts (IDGTs) and walk through a client case study, highlighting aspects that might apply to others going through a wealth event.More resources at www.parcionpw.com and www.faolaw.com.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></itunes:summary>
		</item>
		<item>
			<title>Overcoming Gender Bias to Amplify Women’s Voices with Kendall Anderegg</title>
			<itunes:title>Overcoming Gender Bias to Amplify Women’s Voices with Kendall Anderegg</itunes:title>
			<pubDate>Fri, 20 Aug 2021 09:00:00 GMT</pubDate>
			<itunes:duration>36:11</itunes:duration>
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			<itunes:subtitle>Join Terry Cook and Mutual Materials President Kendall Anderegg as they discuss unconscious gender bias in the workplace, what it means to be a strong female leader in a male-dominated industry and...</itunes:subtitle>
			<itunes:episodeType>full</itunes:episodeType>
			<itunes:image href="https://assets.pippa.io/shows/649ddca6b4fe7200115bcdcb/1688068982672-09ae77ab1fca20860663f78c51f2b38b.jpeg"/>
			<description><![CDATA[Join Terry Cook and Mutual Materials President Kendall Anderegg as they discuss unconscious gender bias in the workplace, what it means to be a strong female leader in a male-dominated industry and how colleagues can demonstrate effective allyship.More resources at www.parcionpw.com and www.mutualmaterials.com.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></description>
			<itunes:summary><![CDATA[Join Terry Cook and Mutual Materials President Kendall Anderegg as they discuss unconscious gender bias in the workplace, what it means to be a strong female leader in a male-dominated industry and how colleagues can demonstrate effective allyship.More resources at www.parcionpw.com and www.mutualmaterials.com.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></itunes:summary>
		</item>
		<item>
			<title><![CDATA[Introduction to M&A for Business Owners with Michael Butler]]></title>
			<itunes:title><![CDATA[Introduction to M&A for Business Owners with Michael Butler]]></itunes:title>
			<pubDate>Thu, 22 Jul 2021 13:27:00 GMT</pubDate>
			<itunes:duration>33:04</itunes:duration>
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			<acast:showId>649ddca6b4fe7200115bcdcb</acast:showId>
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			<itunes:subtitle>Join host Terry Cook and Michael Butler, co-founder and CEO of Cascadia Capital, as they discuss what every business owner needs to know before selling a business. From selecting an investment bank...</itunes:subtitle>
			<itunes:episodeType>full</itunes:episodeType>
			<itunes:image href="https://assets.pippa.io/shows/649ddca6b4fe7200115bcdcb/1688068982672-09ae77ab1fca20860663f78c51f2b38b.jpeg"/>
			<description><![CDATA[Join host Terry Cook and Michael Butler, co-founder and CEO of Cascadia Capital, as they discuss what every business owner needs to know before selling a business. From selecting an investment banking partner to deciding whether moving forward with a sale is the best decision for you, Michael and Terry share what they’ve learned from their joint decades of experience overseeing mergers and acquisitions. Learn how business owners and entrepreneurs can optimize a sale in Parcion’s whitepaper at parcionpw.com/whitepapers and visit www.cascadiacapital.com for more information on Cascadia Capital.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></description>
			<itunes:summary><![CDATA[Join host Terry Cook and Michael Butler, co-founder and CEO of Cascadia Capital, as they discuss what every business owner needs to know before selling a business. From selecting an investment banking partner to deciding whether moving forward with a sale is the best decision for you, Michael and Terry share what they’ve learned from their joint decades of experience overseeing mergers and acquisitions. Learn how business owners and entrepreneurs can optimize a sale in Parcion’s whitepaper at parcionpw.com/whitepapers and visit www.cascadiacapital.com for more information on Cascadia Capital.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></itunes:summary>
		</item>
		<item>
			<title>Exploring Opportunity Zones Part 2 with Peter Ciganik</title>
			<itunes:title>Exploring Opportunity Zones Part 2 with Peter Ciganik</itunes:title>
			<pubDate>Thu, 10 Jun 2021 12:00:00 GMT</pubDate>
			<itunes:duration>41:31</itunes:duration>
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			<itunes:subtitle>In the second episode of our two-part series on Opportunity Zones, we dive into the “nuts and bolts” of this investment structure through the eyes of a developer. Host Terry Cook welcomes Peter Cig...</itunes:subtitle>
			<itunes:episodeType>full</itunes:episodeType>
			<itunes:image href="https://assets.pippa.io/shows/649ddca6b4fe7200115bcdcb/1688068982672-09ae77ab1fca20860663f78c51f2b38b.jpeg"/>
			<description><![CDATA[In the second episode of our two-part series on Opportunity Zones, we dive into the “nuts and bolts” of this investment structure through the eyes of a developer. Host Terry Cook welcomes Peter Ciganik, managing director of strategy, research and investor relations at GTIS Partners, to share his insights on what factors to consider when evaluating a potential Opportunity Zone investment. Learn more about opportunity zones in Parcion’s whitepaper at https://parcionpw.com/whitepapers and visit https://www.gtispartners.com for more information on GTIS Partners.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></description>
			<itunes:summary><![CDATA[In the second episode of our two-part series on Opportunity Zones, we dive into the “nuts and bolts” of this investment structure through the eyes of a developer. Host Terry Cook welcomes Peter Ciganik, managing director of strategy, research and investor relations at GTIS Partners, to share his insights on what factors to consider when evaluating a potential Opportunity Zone investment. Learn more about opportunity zones in Parcion’s whitepaper at https://parcionpw.com/whitepapers and visit https://www.gtispartners.com for more information on GTIS Partners.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></itunes:summary>
		</item>
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			<title>Exploring Opportunity Zones Part 1 with Greg Porter</title>
			<itunes:title>Exploring Opportunity Zones Part 1 with Greg Porter</itunes:title>
			<pubDate>Thu, 13 May 2021 09:00:00 GMT</pubDate>
			<itunes:duration>34:42</itunes:duration>
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			<link>https://shows.acast.com/whats-next-optimizing-personal-wealth-through-a-business-sale-and-beyond/episodes/649ddcad1ea89e0012979f88</link>
			<acast:episodeId>649ddcad1ea89e0012979f88</acast:episodeId>
			<acast:showId>649ddca6b4fe7200115bcdcb</acast:showId>
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			<itunes:subtitle><![CDATA[In the inaugural episode of What’s Next?, CBIZ Berntson Porter Managing Director and co-founder of newly acquired Berntson Porter & Company, Greg Porter, joins Parcion Private Wealth’s Terry Cook t...]]></itunes:subtitle>
			<itunes:episodeType>full</itunes:episodeType>
			<itunes:image href="https://assets.pippa.io/shows/649ddca6b4fe7200115bcdcb/1688068982672-09ae77ab1fca20860663f78c51f2b38b.jpeg"/>
			<description><![CDATA[In the inaugural episode of What’s Next?, CBIZ Berntson Porter Managing Director and co-founder of newly acquired Berntson Porter & Company, Greg Porter, joins Parcion Private Wealth’s Terry Cook to discuss the benefits of Qualified Opportunity Zone investments, a powerful tool that can significantly help mitigate the tax implications of wealth events such as the sale of a business.  Learn more about opportunity zones in Parcion’s whitepaper at https://parcionpw.com/whitepapers and visit https://www.bpcpa.com/ for more information on Berntson Porter, now CBIZ Berntson Porter.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></description>
			<itunes:summary><![CDATA[In the inaugural episode of What’s Next?, CBIZ Berntson Porter Managing Director and co-founder of newly acquired Berntson Porter & Company, Greg Porter, joins Parcion Private Wealth’s Terry Cook to discuss the benefits of Qualified Opportunity Zone investments, a powerful tool that can significantly help mitigate the tax implications of wealth events such as the sale of a business.  Learn more about opportunity zones in Parcion’s whitepaper at https://parcionpw.com/whitepapers and visit https://www.bpcpa.com/ for more information on Berntson Porter, now CBIZ Berntson Porter.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>]]></itunes:summary>
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		<itunes:category text="Business">
			<itunes:category text="Entrepreneurship"/>
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