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Category Archives for Interviews

Tax Strategy for 7-figure Businesses with Melissa Whaley (S3E42)


Tax advisor and financial strategist Melissa Whaley and I talk about why having a tax pro on your team is essential as you grow your business towards seven- or eight-figures! Learn the benefits of working with a financial advisor, how a pro can save money both short-term and long-term, and some pitfalls of DIY’ing this area of your business.

Melissa also explained the tax advantages to filing taxes as an S corporation, and when a business owner should at least have a consultation with a financial advisor who can help with tax planning.

We even talked about how you can lose the liability protection an LLC or corporation provides for your personal assets if you are commingling personal and business funds (piercing the corporate veil).

You can find more from Melissa at https://melissawhaley.com/

Sign up below to get a free 5 Minute Intellectual Property Audit.  You’ll learn how you can make more money from the copyrights and trademarks in your business (you can also sign up there to be the first to know when new episodes are live and receive other legal updates and special offers from the AWB Firm).


This podcast is information, not legal advice specific to your situation.

All about hiring employees and contractors with AWB Firm’s own Michelle Coakley (S2E37)


We’re talking all about hiring team members this week with our own Michelle Coakley! Join us as we discuss important employment law tips you need to know if you’re looking to add employees or contractors to your team.

Listen and learn:

  • Why ‘control’ is the keyword to think about when determining whether to go, independent contractor or employee,
  • The challenges of working with employees or independent contractors in different states or countries
  • If and when contracts are necessary when you’re hiring an employee
  • How helpful detailed job descriptions can be
  • Which questions you should avoid asking on any job application you create
  • Things to keep in mind when it comes to terminating an employee

KEY TAKEAWAY: Labor and employment issues can seem completely overwhelming to creative entrepreneurs who are looking to grow their team, and this type of issue can be extremely complicated. Working with an attorney is a cost-effective way to avoid expensive issues down the road.

Sign up below to get a free 5 Minute Intellectual Property Audit to learn how you can make more money from the copyrights and trademarks in your business (plus be the first to know when new episodes are live).

This podcast is information, not legal advice specific to your situation.

Community lessons from Phit-n-Phat’s Corinne Crabtree (S2E34)


In this week’s episode, Corinne Crabtree of Phit-N-Phat shares valuable insights from year 10 in business. Join us to hear about her experience in transitioning from a hobby to a thriving and quickly-growing business.

Listen and learn:

  • Why building community is so important and can help extend your business’s reach
  • How to deal with the criticism that comes with growing in your business
  • How contracts can protect your friendship when you’re working with friends
  • How important streamlining your client experience can be
  • A valuable mindset shift to help you transition into the person you want to be

KEY TAKEAWAY: Sometimes our business callings find us. When navigating the unique issues of unexpectedly starting and growing a business – from website privacy policies to employee/contractor contracts – it’s essential to have a trusted lawyer who knows your business inside and out.

Sign up below to get a free 5 Minute Intellectual Property Audit to learn how you can make more money from the copyrights and trademarks in your business (plus be the first to know when new episodes are live).

This podcast is information, not legal advice specific to your situation.

Tara Gentile on the licensing path (S2E30)


Tara Gentile, author and the founder of CoCommercial, joins us this week to share how she pivoted her business model to help turn small business owners into tomorrow’s economic powerhouses.

Listen and learn:

  • The less common motivation behind registering your trademark
  • Why consulting your ideal customer can help you fine-tune your perfect product
  • How a licensing program can broaden your reach
  • How understanding the difference between an independent contractor and an employee can help make the hiring leap less scary

KEY TAKEAWAY: When you “don’t know what you don’t know”, legal can seem intimidating. But sometimes doing your due diligence and tackling something scary like legal can open doors to help you grow your business more effectively.

Sign up below to get a free 5 Minute Intellectual Property Audit to learn how you can make more money from the copyrights and trademarks in your business (plus be the first to know when new episodes are live).

This podcast is information, not legal advice specific to your situation.

Mary Beth Storjohann talks self-publishing (S2E28)


Mary Beth Storjohann, founder of Workable Wealth, shares her experience of doing business in a highly regulated industry and the challenges of self-publishing a book.

Listen and learn:

  • The one thing you should consider hiring out from the start when doing business in a highly regulated industry
  • Which responsibility will fall to you whether you go traditional or self-publish your book
  • How taking a workflow audit can help make sure your client contracts cover everything
  • Why leaning on a group of competitors for advice isn’t always a bad thing

KEY TAKEAWAY: DIY can get you pretty far in business and in publishing. But knowing when to bring in legal help can make the difference between reaching your goal or falling short.

Sign up below to get a free 5 Minute Intellectual Property Audit to learn how you can make more money from the copyrights and trademarks in your business (plus be the first to know when new episodes are live).

This podcast is information, not legal advice specific to your situation.

Kathleen Shannon & Emily Thompson on Being Boss® in business (S2E26)


Being Boss®  founders, Kathleen Shannon and Emily Thompson, share valuable insights about partnering with others in business and the ins and outs of publishing a book.

Listen and learn:

  • Why you should have Terms and Conditions on your website
  • How getting a registered trademark can be motivation to level-up in your business
  • How essential an Operating Agreement is when partnering with others
  • Why self-publishing may not be the best route for your book
  • How having a trusted tribe of bosses can be so valuable in navigating business decisions

KEY TAKEAWAY: Legal may not always be necessary early on in business, but it can be essential when you’re partnering with others. Working with a lawyer who knows your business can help you and your partner(s) reach your long term vision through short term goals.

Sign up below to get a free 5 Minute Intellectual Property Audit to learn how you can make more money from the copyrights and trademarks in your business (plus be the first to know when new episodes are live).

This podcast is information, not legal advice specific to your situation.

Boss Mom Dana Malstaff on brand protection as business strategy (S2E24)


Original Boss Mom®, Dana Malstaff, shares how protecting her brand was not only an early, key business strategy but also now provides her with peace of mind to reach her big goals.

Listen and learn:

  • How a registered trademark protects the meaning behind your business, not just its name
  • How DIY’ing legal isn’t always a good idea
  • The pros and cons of DIY’ing legal for your business, and when it’s time to level up and hire a lawyer
  • Why having the right professionals on your team can make all the difference

KEY TAKEAWAY: Working with a lawyer doesn’t have to be an intimidating one-way street. Having the right legal support on your team can keep you from needlessly spending on non-strategized legal work.

Sign up below to get a free 5 Minute Intellectual Property Audit to learn how you can make more money from the copyrights and trademarks in your business (plus be the first to know when new episodes are live).

This podcast is information, not legal advice specific to your situation.

Abundant Mama Shawn Fink talks fear and creativity (LRM S2E22)


Shawn Fink, accidental entrepreneur and founder of Abundant Mama, talks through the desire to create and the fear of trying something new in this week’s episode.

Listen and learn:

  • The importance of finding your own story
  • Why knowing your ideal customer is so crucial
  • How “owning your name” through a trademark can totally change your business
  • Why working with a lawyer who understands your business can actually prevent you from unnecessary legal spending

KEY TAKEAWAY: Taking the leap to work with a lawyer doesn’t automatically mean that you’ll find you’ve been doing things wrong all along – it can actually affirm that you’re on exactly the right path already.

Sign up below to get a free 5 Minute Intellectual Property Audit to learn how you can make more money from the copyrights and trademarks in your business (plus be the first to know when new episodes are live).

This podcast is information, not legal advice specific to your situation.

Stacy Tuschl on building empires with legal help (LRM S2E20)


Stacy Tuschl of She’s Building Her Empire talks about the benefits of working with a lawyer vs. an online platform when it comes to copyrights and trademarks.

Listen and learn:

  • Why putting things out there before they’re (or you’re) ready can be the best way to go
  • Why not working with a lawyer on your trademark can leave your brand open to copycats
  • The importance of knowing the difference between an independent contractor and an employee, as they relate to your business
  • How the right pricing attracts the kind of clients you want to work with
  • How valuable it is to have a lawyer on your team who knows your business

KEY TAKEAWAY: If you’re ready to reach your big goals or build your empire, the best place to start is on a firm legal foundation.

Sign up below to get a free 5 Minute Intellectual Property Audit to learn how you can make more money from the copyrights and trademarks in your business (plus be the first to know when new episodes are live).

This podcast is information, not legal advice specific to your situation.

Katie Hunt on leveling up and building a team (LRM S2E18)


In this week’s episode Katie Hunt of Tradeshow Bootcamp shares how she transitioned from side hustle to flourishing business, and how she knew it was time to level-up and start building a team.

Listen and learn:

  • How keeping your day job can actually help you grow your business
  • Why hiring a team can save you money in the long run
  • Why registering a trademark may not be the best first step for your business
  • Why copycats don’t mean the end of your program or business
  • Why contracts are essential when working with independent contractors

KEY TAKEAWAY:  Working with a trusted legal advisor from the start of your business can save you a lot of headaches down the road.

Sign up below to get a free 5 Minute Intellectual Property Audit to learn how you can make more money from the copyrights and trademarks in your business (plus be the first to know when new episodes are live).

This podcast is information, not legal advice specific to your situation.

Kendrick Shope on the right legal protections for your online business (LRM S2E16)


Kendrick Shope, best known for Sales School and Authentic Selling, got really honest with me in this week’s case study interview.  She talks about when she knew it was time to hire a lawyer to create a custom contract for her online sales coaching business, and how her lawyer was able to talk her off a cliff during a difficult customer situation.  

Case Study Highlights:

  • how the universe responds when you take your business seriously and set things up the right way
  • how she knew it was time to work with a lawyer on a contract, but really appreciated having a lawyer on her side later during a difficult customer situation
  • why you don’t want to be on the wrong side of not having the right protection for your business — you’re working too hard, spending too much time away from your family to lose it
  • why it’s been important to work with professionals who understand online business
  • the education process of figuring out the legal protections you need for your business
  • why she does not DIY legal for her fast-growing business

KEY TAKEAWAY: Having a trusted legal advisor on your team will help you figure out what to do and get through situations that aren’t so fun.  

Kendrick Shope is the creator of Authentic Selling® and expert who empowers women to make millions without sacrificing their integrity. Kendrick also hosts her own radio and podcast show host, is in development with 2 Market Media on her own reality show and is finalizing a deal on her first book, “Sell Like A Woman.” Today, Kendrick runs an online Sales School where she teaches women how to create massive success using Authentic Selling®.

Sign up below to get a free 5 Minute Intellectual Property Audit to learn how you can make more money from the copyrights and trademarks in your business (plus be the first to know when new episodes are live).

This podcast is information, not legal advice specific to your situation.  

Reina Pomeroy on building her coaching business with a legal confidante (LRM S2E14)


Working with a lawyer has helped Life + Biz Success Coach® Reina Pomeroy feel secure, and make sure she’s focusing on the right legal priorities, as she’s building a fast-growing and successful business.  

Case Study Highlights:

  • How Reina transitioned from a prior business in the wedding industry and decided to become a life and business coach
  • How Reina + Co’s offerings and services have changed since she’s been in business, and how she made those decisions
  • When Reina knew it was time to work with a lawyer, and what they tackled as their first project
  • How working with an attorney on a long-term, retainer basis on her team has helped Reina feel secure in her business
  • Why it was important to have a lawyer help her make decisions about prioritizing what to protect legally in her business

KEY TAKEAWAY: Figuring out what the real legal priorities are in your business is key to making sure you don’t waste your money on things that aren’t actually important right now.

Reina Pomeroy is the Owner and Founder of Reina + Co, the Life + Biz Success Coaching® Practice for creatives who are right brained and heart-centered. She helps clients stop spinning their wheels and take action on what’s most important. She’s a Certified Professional Co-Active Coach with over 1,500 hours of coaching under her belt. Reina also co-hosts the Creative Empire Podcast where she interviews leaders in the creative industry. She’s based in Washington DC but her clients and creative entrepreneur community live all over the globe. You can find Reina’s work featured on Entrepreneur on Fire, Entrepreneur.com, Brit + Co, The Huffington Post, Honeybook, The Rising Tide Society and Best Friends for Frosting. She also travels around the country speaking and educating creative entrepreneurs.

Sign up below to get a free 10 Step Legal Road Map® Checklist to build a strong legal foundation for your business (plus be the first to know when new episodes are live).

This podcast is information, not legal advice specific to your situation.  

Hiring contractors and employees the right way, with Ashley Cox of sproutHR (LRM S1E12)


Business is booming and you’re ready to hire help — make sure you do it the right way! When should you hire an independent contractor and when do you need to pay someone as an employee (and what’s the difference)? Plus contracts for workers, like non-compete and NDAs.

Episode highlights:

  • What’s the difference between kinds of workers – independent contractors and employees?
  • What could happen if you misclassify a worker as an independent contractor when they should be an employee (or vice versa)?
  • What does it mean to be an “at will” worker?
  • When should you use a non-compete or NDA (non-disclosure) agreement?
  • What forms do you have to fill out when hiring workers?

KEY TAKEAWAY: You could open yourself up to major fines and penalties if you misclassify a worker as an independent contractor when they should be an employee, so it’s essential to look at all the factors and make sure you expand your team the right way, and consult an expert if you’re not sure.

Click here to sign up for Ashley Cox of sproutHR’s guide to the differences between independent contractors and employees (plus be the first to know when new episodes are live).

This podcast is information not legal advice specific to your situation.