Steve Rogers – Security First In Your Business with Steve Lewis Episode 015 Steve Rogers Steve Rogers is owner of TriaSphere IT Solutions, LLC in Greenville, SC. He founded the company in 2003. Their IT services for businesses include hardware and software upgrades, PC cleanup and virus removal, backup solutions, and VoIP and hosted PBX solutions. Steve’s community involvement includes serving for several years as chairman of the Fountain Inn Planning Board. He was recognized as Citizen of the Quarter in Fountain Inn in 2015.  Here are some of the topics covered on this week’s show: ●     Setting up plans to secure data ●     The importance of selecting an IT solutions company for your business ●     Creating a plan for your hardware, software, and data Connect with Steve: Steve Rogers TriaSphere IT Solutions 33 Market Point Drive Greenville, SC 29607 USA (864)420-0848 https://www.triasphereit.com/  

Security First In Your Business

Steve Rogers

Tracee Anderson – Security First In Your Business with Steve Lewis Episode 014 Tracee Anderson Tracee Anderson is a certified public accountant, and owner of Tracee G Anderson, CPA, LLC, in Simsponville, SC. They are full service, but specialize in tax and business advisory services. Lately, they have expanded their audit division, both for profit and nonprofit. They also offer bookkeeping services and, of course, individual and corporate tax preparation. Listen to this inspirational Security First Podcast episode with Tracee Anderson about how to protect yourself in the 3 phases of business: setup, operation, and exit. Here are some of the topics covered on this week’s show: ●     Setting up a relationship with reliable professionals ●     Common financial mistakes business owners make ●     The importance of networking Connect with Tracee Anderson: Tracee Anderson 1997 West Georgia Road Simpsonville, South Carolina 29680 (864) 881-1808 https://tgaaccounting.com/

Tracee Anderson

Curtis Rush – Security First In Your Business with Steve Lewis Episode 013 Curtis Rush Curtis Rush is a career banking and financial services professional with 25 years of experience. He serves as Vice President at Synovus Bank in Greenville, SC. As a Small Business Banker, Curtis has a passion for learning about his customers’ businesses and offering banking services and financial advice to help them operate more efficiently, save money, and grow sales and profits.  Listen to this inspirational Security First Podcast episode with Curtis Rush about small business banking. Here are some of the topics covered on this week’s show: ●     Benefits of working with a business banker ●     The risks of fraud in businesses ●     The small business banker relationship Connect with Curtis: Curtis Rush Synovus Bank 2800 Wade Hampton Boulevard, Taylors, SC 29687 (864) 322-1504 (Office) (864) 404-8207 (Cell) curtisrush@synovus.com

Curtis Rush

‘JT’ Jim Tatem is the President and Lead Broker of Transworld Business Advisors of Asheville, Greenville & Spartanburg. His team excels in helping business people buy, build and sell the business of their dreams. JT has developed into an engaging keynote speaker, business coach and practical teacher for entrepreneurs. – Security First In Your Business with Steve Lewis Episode 012 Jim Tatem Listen to this inspirational Security First Podcast episode with Jim Tatem about the business of selling, buying and building franchises. Here are some of the topics covered on this week’s show: ●      Setting up a system people can follow for your business ●      Correcting common business mistakes ●      Expertise on selling businesses Connect with Jim: Jim Tatem Transworld Business Advisors West Palm Beach, Florida 33411 (864) 315-8998https://www.tworld.com/

Jim Tatem

Matt Foster is the Greenville Property Manager at Spencer Hines Property Management. His experience in the residential and commercial rental market has helped notable clients drive efficiency, growth and profitability with their rental investments. – Security First In Your Business with Steve Lewis Episode 011 Matt Foster Matt pays special attention to building the best relationships with his clients, and keeping their best interests in mind. He shares his insights on his client’s common mistakes, professional networking, and more. Listen to this inspirational Security First Podcast episode with Matt Foster about the benefits of working with a property manager.  Here are some of the topics covered on this week’s show: ●      Stresses of renting real estate●      How technology has brought simplicity to the tenants and owners ●      Benefits of working with property management Connect with Matt: https://www.spencerhines.com/matt-foster Matt FosterSpencer/Hines Properties 245 N. Main St., Suite 201 Greenville, SC 29601 (864) 444-0022

Matt Foster

Lisa Nason is the Managing Shareholder in Nason Accounting, LLC. She specializes in tax compliance and tax consulting services, primarily to small and mid-sized businesses, as well as individuals, including professional athletes and those with international issues.  Josh Capps is a CPA at Nason Accounting who specializes in business compliance and tax planning.         – Security First In Your Business with Steve Lewis Episode 010 Lisa Nason and Josh Capps    Lisa and Josh take personal pride in exceeding her clients’ expectations. They will share that innovative and effective planning is much more than just filing each year’s return. They understand how a heavy tax burden negatively affects a business’s cash flow. Listen to this inspirational Security First Podcast episode with Lisa Nason and Josh Capps about how they help their clients’ business be more successful.    Here are some of the topics covered on this week’s show: ●   How the obligation of taxation fits into your financial strategy ●   How businesses can identify the areas that are negatively affecting profitability and growth ●   How a heavy tax burden negatively affects a business’ cash flow ●   How to make the tax process as convenient and pain-free as possible  Links Mentioned:  https://www.nasonaccounting.com   Lisa Nason Josh CappsNason Accounting, LLC233 Adley WayGreenville, SC 29607(864) 297-7742 p(864) 297-7746 fjcapps@nasonaccounting.com lisa@nasonaccounting.com   

Lisa Nason and Josh Capps

Thomas Sinclair – Security First In Your Business with Steve Lewis Episode 008 Thomas Sinclair   THOMAS G. SINCLAIR is a shareholder with the law firm of Thomas, Fisher, Sinclair & Edwards, P.A. in Greenville, South Carolina.  He practices in the areas of taxation, estate planning, trusts and estates, probate, employee benefits, pension and profit-sharing plans, partnership, limited liability company and corporate law, mergers and acquisitions, and nonprofit and tax-exempt organization law.  He is listed in The Best Lawyers in America in the fields of Taxation Law and Trust and Estate Law. Listen to this inspirational Security First Podcast episode with Thomas Sinclair about the legal side of owning your business and how to plan your LLC and ensure that your business is protected. Here are some of the topics covered on this week’s show:   ●      Beneficiary Designations for your company●      Incorporating property or a lease agreement into your LLC●      Ensuring you have the proper insurance coverage for your business  Connect with Thomas: Thomas SinclairThomas, Fisher, Sinclair & Edwards, P.A.104 S. Main St., Ste. 701Greenville, SC 29601(864)-326-0424  

Thomas Sinclair

Lauren Ward – Security First In Your Business with Steve Lewis Episode 008 Lauren Ward Lauren is an attorney with A Business Law Firm in Spartanburg, and is an active member of the Downtown Spartanburg Rotary Chapter, the Spartanburg Estate Planning Council, and United Way of the Piedmont Young Leaders. Lauren thrives on assuring her clients are able to protect their assets and their families by taking appropriate legal measures in setting up their personal estates and setting up their businesses. Listen to this inspirational Security First Podcast episode with Lauren Ward about how to protect your personal assets and your legacy by creating an LLC and limiting your personal liability when it comes to running your business.  Here are some of the topics covered on this week’s show:   ●      The importance of and benefit to having annual business checkups with your attorney.●      The vital components to creating an LLC to assure that your business is an entirely separate entity, and that you have addressed all the key factors needed to successfully start your business.●      Knowing what your weaknesses are and hiring the appropriate people to cover those tasks.   Connect with Lauren: Lauren Ward A Business Law Firm, LLC 1989 South Pine Street Spartanburg, SC 29302 (864) 699- 9801 https://abizlaw.com  

Lauren Ward

John Scully – Security First In Your Business with Steve Lewis Episode 007 John Scully John Scully is a business attorney who serves clients in forming businesses or representing existing businesses who are in need of contract-related services, as navigating litigation or helping business owners plan to avoid litigation through lawful means, to protect their personal wealth.  Listen to this inspirational Security First Podcast episode with John Scully about how to protect yourself in the 3 phases of business: setup, operation, and exit. Here are some of the topics covered on this week’s show: ●      Setting up a Limited Liability structure for your business to limit personal liability●      Selecting insurance to retain counsel if things do go wrong●      Creating an exit plan for your business to protect your personal estate  Connect with John: John ScullyBrumback & Langley531 South Main Street Suite 307 Greenville, SC 29601 (864) 326-0424https://brumbacklangley.com/ 

John Scully

Ashley loves helping to set the standard in the Upstate real estate market. His commitment to providing exceptional service beyond the contract and nurturing long-term client relationships, are the driving forces behind his success. At a previous firm, he launched his career by earning the Rookie of the Year Award and has quickly grown one of the most thriving real estate teams in the Upstate. Originally from Georgia, Ashley has called the Upstate home for several years. Ashley enjoys spending quality time with his family and his daughter and serving in many local non-profits. While Ashley leads a team of knowledgeable agents and talented administrative staff, he also manages his Auction business, Lewis Auctions. Ashley also holds real estate and auction licenses in both of the Carolinas and Georgia. As a talented professional with the highest level of integrity and dedication, he seeks to outperform his competition. His clients enjoy his casual style and rely on his in-depth knowledge of the industry. – Security First In Your Business with Steve Lewis Episode 007 Ashley Lewis Listen to this inspirational Security First Podcast episode with Ashley Lewis about his commitment in providing exceptional service beyond the contract and nurturing long-term client relationships, are the driving forces behind my success and how Ashley and his wife built a new type of real estate firm that tried to focus on making client needs #1 but at same time making sure to value the agents in the same light. Here are some of the topics covered on this week’s show: ● How dedicated Ashley and his team are in providing an outstanding customer experience, with the best resources and tools to serve their clients. ● Secrets as to why clients continue to work with them, transaction after transaction. ● Why their clients enjoy his casual style and rely on his in-depth knowledge of the industry. ● How Ashley launched his career by earning the Rookie of the Year Award and how he has quickly grown one of the most thriving real estate teams in the Upstate. Links Mentioned: PRIME Realty - https://primerealtysc.com/

Ashley Lewis

Jami D. Trammell, The new Executive Director of the Union County Chamber of Commerce brings to the position years of experience in economic development and non-profit activities. – Security First In Your Business with Steve Lewis Episode 005 Jami Trammell Listen to this inspirational Security First Podcast episode with Jami Trammell about how organized Jami’s teams are to advance the general welfare and prosperity of the Union County area so that its citizens and all areas of its business community shall prosper. We also talked about how Union County Chamber works hard at being an advocate for small business owners and how my team realizes just how important the small business is to our local economy. Here are some of the topics covered on this week’s show: ● How organized Jami’s teams are to advance the general welfare and prosperity of the Union County area so that its citizens and all areas of its business community shall prosper ● What necessary means of promotion shall be provided, and particular attention and emphasis shall be given to the economic, civic, commercial, cultural, industrial, and educational interests of the area. ● How County Chamber of Commerce provide quality services to all citizens equitably and in a fair, responsive, efficient and caring manner. ● How they value employees who exhibit moral values that stress the importance of treating co-workers and our citizens with respect and fairness. ● Why they pledge to communicate and provide leadership effectively equitably with all our citizens, organizations and community at large as we try to develop and maintain a high quality of sustainable living in the City of Union Links Mentioned: County Chamber of Commerce - http://www.cityofunion.net

Jami Trammell

Mat Hultquist is President of The Hultquist Firm. He began his career at Arthur Andersen in Atlanta where he worked for the Tax Consulting Group, helping individuals and businesses of all sizes reduce their tax burdens. Realizing a need for quality tax and business planning, Mat founded The Hultquist Firm in 2003 with a mission to go beyond standard tax return and financial statement preparation services offered by most CPA firms. His experience in this arena has helped numerous businesses and individuals save thousands of dollars over the years, and take their businesses to the next level. Mat is married with 4 kids and lives in Simpsonville. In his spare time, Mat enjoys running and spending time with his family. He also has a passion for learning and reads every chance he gets. – Security First In Your Business with Steve Lewis Episode 004 Mat Hultquist Listen to this inspirational Security First Podcast episode with Mat Hultquist about how to understand your financial and tax statements to maximize your cash revenue. He also talked about how he realized that small accounting firms weren’t as proactive as the larger firms at reducing clients’ tax burdens or at helping them strategically plan for a better future. Rather, most small CPA firms simply prepared monthly financial statements or tax returns and sent their client a bill. Here are some of the topics covered on this week’s show: • Taking the complicated things, understanding them, and then helping clients understand how we can apply that to their situation whether it's to save taxes, increase cash flow in your business. • Educating clients on what those financial statements are showing them and help them understand that cash is king in their business. • 50% to 60% of the time, reviewing returns, either there was a mistake or there was a rule that clients didn't know about or a provision they didn't take advantage. We show them how they can go back and amend those returns and get a refund. Links Mentioned: The Hultquist Firm - https://thehultquistfirm.com https://thehultquistfirm.com/mat-hultquist/ mhultquist@thehultquistfirm.com The Hultquist Firm, CPA, PC 3535 Pelham Road, Suite 101 Greenville, SC 29615 Phone: (864) 770-0240 Fax: (864) 770-0239

Mat Hultquist

Greg Elie has been serving clients and retiree’s since 1990. He is licensed in life and health insurance in the states of South Carolina, North Carolina, Florida and Tennessee. Greg is well respected in the financial industry as a Complete Advisor. Being able to help Americans save taxes and reduce their risk in their retirement portfolios is what Greg specializes in. He has helped hundreds of clients’ have a more prosperous and less stressful retirement by showing them how to safely protect their assets from nursing home, Medicaid, inflation and the ups and downs of the stock market. Greg offers support to clients by providing educational workshops for civic and church groups as well as other nonprofit organizations. He has given well over several hundred workshops throughout his career. Greg, and his wife Marie, reside in Greenville and have been together for over 33 years. They have four children and one grand-daughter. – Security First In Your Business with Steve Lewis Episode 003 Greg Elie Listen to this inspirational Security First Podcast episode with Greg Elie about how to manage your finances now to have a prosperous, long and healthy retirement later. Here are some of the topics covered on this week’s show: ● Possible ways to reduce taxes and increase income to potentially eliminate your social security from being taxed. ● Strategies that will advance clients far better than a 401K or an IRA ● Making the tax process as convenient and pain-free as possible Links Mentioned: Prosperity Group Advisors, LLC - http://theprosperitygroupadvisors.com/ (800) 440-0434 (864) 989-0176 20 Parkway Commons Way Greer, SC 29650

Greg Elie

Hal Gaymon is the owner of the Integrity Business Advisors, the business he owns is the 3rd generation of an already existing 65+ year old family run practice focusing on the tax and financial communities. – Security First In Your Business with Steve Lewis Episode 002 Hal Gaymon Hal specifically continues to focus on the reputation they've built over the years in reducing massive income tax exposure through the Qualified Plan Arena as deductible tax structures providing the self-employed marketplace large tax shelter. His niche has evolved over the years, catering to both large and small demographics whether it be a husband and wife with 20 employees, a 30-person partner group with 150 employees at a law firm, or a 150-person partner/key group of doctors out of 500 employees at a medical practice. Listen to this inspirational Security First Podcast episode with Hal Gaymon about how he and his team are always looking to forge new relationships and deliver value alongside other professionals in educating clients how to reduce massive income tax exposure through the Qualified Plan Arena as Deductible tax structures providing the self-employed marketplace large tax shelter. Here are some of the topics covered on this week’s show: - Knowing the difference between perceived value of your business and actual value - Hiring the RIGHT people to drive your business forward - Having and a mission statement and embedding it in your employee culture - Creating accountability for making positive changes in the way you run your business Links Mentioned: Integrity Business Advisors - http://www.iib.ws/about-us.html

Hal Gaymon

Drexel Mixson graduated in the top 10 of his class at the Army/ArmySCNG. He was trained as a 13b but later became a 10b. (Building Nuclear Rounds). Drexel attended Coker College and Gardner Webb University, and has been an insurance agent since 1987. Drexel is currently a Board Member for the SCNAHU. Drexel a former Vistage and BNI Board Member. Debbie Powell has 25 years of corporate experience working with Milliken & Company, Spartanburg, SC, one of the largest privately held corporations in the world. Debbie’s drive took her to becoming the first female Plant Manager at Milliken, Director of the Customer Center and Senior Buyer in Global Purchasing. These opportunities groomed her for a second career as a licensed Life and Health agent since 2010. – Security First In Your Business with Steve Lewis Episode 001 Drexel Mixson and Debbie Powell of Drexel and Associates Drexel takes personal pride in exceeding customer expectations. Drexel, Debbie and their team offer level self-funded insurance as an alternative to traditional insurance to clients in the Upstate. Listen to this inspirational Security First Podcast episode with Drexel and Debbie about how they take the time to understand their client’s unique needs as an employer and tailor a health insurance plan that works for them. They will also talk about some tips and how they give their clients a choice of carriers, networks and plan designs. Here are some of the topics covered on this week’s show: ● How Drexel and Debbie represent a multitude of insurance companies known for their client’s strength and stability. ● How they recommend strategies to keep your insurance cost affordable. ● How 83% of their group clients get an annual refund ● The differences between Fully Insured Vs. Self-Insured Vs. Level Funding Plans Links Mentioned: Drexel and Associates - http://drexelandassociates.com Connect with Drexel and Debbie: Drexel and Associates 209 Highway 544 Conway, SC 29526 843-347-2175 Office

Drexel Mixson and Debbie Powell

Welcome to the Security First In Your Business podcast. Steve Lewis is an insurance expert with over 30 years of experience in the insurance industry, both as a business consultant and as an agent. Steve has helped business owners understand their insurance options and make the right choices for their needs. Steve has been nationally recognized several times for best practices in business, keynote speaking, and for his book on insurance best practices. On the podcast, Steve brings together local business thought leaders, to share with you how they help entrepreneurs make the right financial decisions in their businesses.

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Security First In Your Business

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