134: Van Carlson – How You Can Use the Tax Strategies of Fortune 500 Companies

Van Carlson is the Founder & CEO at SRA and has over twenty five years of experience within the risk management industry. Van began his career with Farmers Insurance Group as an agent; eventually growing his book to be among the largest in his home state of Idaho. Van focuses Strategic Risk Alternatives on risk management primarily and facilitates SRA to assess and solve for the risks our clients have. Van’s primary goal is to continue the upward growth of SRA and continue to develop new products to bring to market.

On this episode you will hear about:

  • Risk Management by utilizing 831b tax code
  • Working with business owners to better position themselves for downturn economies & recognize self-insured risk
  • Maximizing additional revenues, utilizing products and tools similar to fortune 500 companies
  • How IRC 831b may provide a tax benefit to you
Production Credits:

The Self Made Strategies Podcast is a SoftStix Productions LLC jawn. This episode was hosted, produced, and edited by Tony Lopes.  Van Carlson  joined us remotely, via Google Meet.

Executive Producer – Tony Lopes (SoftStix Productions LLC – info@softstixproductions.com)

Host – Tony Lopes

Guest – Van Carlson

Editor – Tony Lopes

The Self Made Strategies Podcast is sponsored by CollegeCast LLC (www.collegecastpodcasts.com).

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