Duncan Kelm's guest appearances

Duncan Kelm

The Meb Faber Show

Financial Advisor Success

OwlTail

Duncan Kelm is a managing partner for Arrow Point Wealth Management, a hybrid advisory firm based in Santa Rosa, California that oversees $163 million in assets under management for 142 client households. Today Duncan joins the show to discuss how he leverages owning and operating his own tax firm, in addition to his advisory firm, to offer more integrated tax planning and wealth management services to his small business owner clientele.  Listen in as he shares how he leveraged his tax expertise and years as a business consultant to build his own tax firm to offer full suite tax and financial planning to his clients, as well as how he created what he calls “character insurance” with his clients to help them define who they are and document their ethos for future generations. You will learn how Duncan struggled to accept becoming his father's successor, what mental toughness means to him, and why he chooses to no longer be outcome-focused.  For show notes and more visit: https://www.kitces.com/281  

Duncan Kelm is a managing partner for Arrow Point Wealth Management, a hybrid advisory firm based in Santa Rosa, California that oversees $163 million in assets under management for 142 client households. Today Duncan joins the show to discuss how he leverages owning and operating his own tax firm, in addition to his advisory firm, to offer more integrated tax planning and wealth management services to his small business owner clientele.  Listen in as he shares how he leveraged his tax expertise and years as a business consultant to build his own tax firm to offer full suite tax and financial planning to his clients, as well as how he created what he calls “character insurance” with his clients to help them define who they are and document their ethos for future generations. You will learn how Duncan struggled to accept becoming his father's successor, what mental toughness means to him, and why he chooses to no longer be outcome-focused.  For show notes and more visit: <a href="https://www.kitces.com/281" rel="nofollow" target="_blank">https://www.kitces.com/281</a>

Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners with Duncan Kelm

Today’s guest is Duncan Kelm, managing partner for Arrow Point Tax Services, specializing in financial plans and processes for business owners, professionals, and executives with an eye on taxes. In today’s episode, we’re talking about everyone’s favorite subject – taxes! Tax day is less than 2 months away so this couldn’t be timelier. Duncan walks us through some tax breaks for businesses, individuals &amp; private investments. We touch on the difference in taxes within the US and then get into the Employee Retention Tax Credit, which Duncan pounds the table about why more people need to know about it. Then we get into my personal favorite, yes, QSBS. We also touch on Opportunity Zones, which long-time listeners have heard us talk about before. Duncan provided resources related to the conversation today: Employee Retention Tax Credit &amp; his  Top Tax Strategies. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com

Today’s guest is <a href="https://twitter.com/DuncanKelm" rel="nofollow" target="_blank">Duncan Kelm</a>, managing partner for Arrow Point Tax Services, specializing in financial plans and processes for business owners, professionals, and executives with an eye on taxes. In today’s episode, we’re talking about everyone’s favorite subject – taxes! Tax day is less than 2 months away so this couldn’t be timelier. Duncan walks us through some tax breaks for businesses, individuals &amp; private investments. We touch on the difference in taxes within the US and then get into the <a href="http://apterc.com/" rel="nofollow" target="_blank">Employee Retention Tax Credit</a>, which Duncan pounds the table about why more people need to know about it. Then we get into my personal favorite, yes, QSBS. We also touch on Opportunity Zones, which long-time listeners have heard us talk about before. Duncan provided resources related to the conversation today: <a href="https://mebfaber.com/wp-content/uploads/2022/02/Employee_Retention_Credit_Summary_2021_r1.pdf" rel="nofollow" target="_blank">Employee Retention Tax Credit</a> &amp; his <a href="https://mebfaber.com/wp-content/uploads/2022/02/APTS_Tax_Notes_Meb_Faber_Podcast_16FEB22.pdf" rel="nofollow" target="_blank"> Top Tax Strategies</a>. ----- Follow Meb on <a href="https://twitter.com/MebFaber" rel="nofollow" target="_blank">Twitter</a>, <a href="https://www.linkedin.com/in/mebanefaber/" rel="nofollow" target="_blank">LinkedIn</a> and <a href="https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w" rel="nofollow" target="_blank">YouTube</a> For detailed show notes, click <a href="https://mebfaber.com/2022/02/23/e393-duncan-kelm/" rel="nofollow" target="_blank">here</a> To learn more about our funds and follow us, subscribe to our <a href="https://theideafarm.us1.list-manage.com/subscribe/post?u=6750faf5c6091bc898da154ff&amp;id=7249739cdb" rel="nofollow" target="_blank">mailing list</a> or visit us at <a href="http://www.cambriainvestments.com/" rel="nofollow" target="_blank">cambriainvestments.com</a>