Tag: AI

FEATURE
Elevate Your Business with Insightful Accounting and Planning Tips with Ilona and Takaya Brunner (Ep. 64)

Elevate Your Business with Insightful Accounting and Planning Tips with Ilona and Takaya Brunner (Ep. 64)

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How do you run a successful business without sacrificing your personal life?

 Many struggle to find the answers to this question…

Robert Curtiss brings on Ilona and Takaya Brunner, a dynamic CPA duo, to share their inspiring journey and unique approach to balancing work and life as business owners. They dive into how they help fellow entrepreneurs by taking the stress out of back-office tasks so business owners can focus on what truly matters. 

From building a thriving practice while enjoying family life to seamlessly managing client relationships, this episode is packed with practical advice and relatable insights! 

Talking points include: 

  • Juggling Family and Business: How Ilona and Takaya manage their CPA practice alongside family life to maintain balance
  • Full-Service Client Care: Their approach to offering comprehensive support that relieves business owners from financial headaches
  • The Power of Core Values: The importance of knowing your business values and using them to drive success
  • Setting Profit Goals: Strategies for understanding personal and business finance to alleviate stress
  • And more! 

Resources:

Connect with Ilona and Takaya Brunner: 

Connect with Robert Curtiss:

About Our Guests:

Ilona and Takaya Brunner have built a family-owned business that values their relationships with their children, clients, colleagues, and referral partners. They started Brunner Accounting to manage life and business on their terms. 

Ilona’s passion for serving business owners and individuals fueled her desire to open her own practice after spending 8 years in Big Four public accounting and 3 years at a local CPA firm in Burbank. Her services include tax return preparation, tax planning and consulting, IRS and state audit assistance, bookkeeping, and business management.

Takaya helps individuals and companies draw insights from their finances and data. For the last 10 years, he has used his experience as a CPA to execute initiatives with C-level executives by bridging the gap between finance, IT, development, analytics, and business operations. He specializes in helping organizations analyze their financial statements to improve their products, processes, and governance.

FEATURE
Preserving Capital in Retirement with David Marra (Ep. 43)

Preserving Capital in Retirement with David Marra (Ep. 43)

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Have you considered the significance of safeguarding your capital and managing risks during retirement? How does capital preservation play a role in maintaining a stable stream of income?

Join Rob Curtiss and his guest, David Marra, Co-Founder and Chief Investment Officer at Markin Asset Management, LP, as they navigate the connection between finance and technology, specifically delving into David’s expertise in quantitative investment research and machine learning. 

But that’s not everything! David and Rob also explore the importance of capital preservation and effective risk management, focusing on ensuring a stable stream of retirement income. 

Rob and David touch on:

  • David’s career and how it led to his focus on capital preservation and quantitative investment research
  • The importance of capital preservation leading up to retirement
  • Mitigating risk during market volatility
  • Ways the pandemic impacted investment strategies
  • And more!

Resources:

Connect with David Marra:

Connect with Robert Curtiss:

About Our Guest:

David Marra is the Chief Investment Officer at Markin Asset Management, LP.  David has been an invited speaker on quantitative asset management at numerous family offices, hedge funds, conferences, and organizations, including ALTSLA, NAPFA, and the Financial Planning Association (FPA). 

Throughout his career, David has developed a unique ability to explain complex portfolio concepts in a language allocators can use in client communications. David previously founded a quantitative research firm serving institutional asset managers and funds. His three decades of experience include advising C-level executives at some of the world’s leading asset management and pharmaceutical firms as a Principal with The Boston Consulting Group (BCG). 

Earlier in his career, he was the Founder & CEO of a search engine technology firm overseeing over 70 researchers and technologists. David received an MBA from the University of Chicago, Booth School of Business, where he was a Fellowship recipient.

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