The One Big Beautiful Bill Act (OB3) is here, but what does it actually mean for individuals, retirees, and business owners? In this episode of Banking on Growth, host Mike Graham sits down with Jason Beiswenger and Chris Lockhart from Wipfli LLP to unpack the sweeping tax changes that could reshape your 2025 financial strategy. From expanded SALT deductions and new Social Security breaks for seniors to full 100% bonus depreciation for business equipment and extended Qualified Business Income...
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The One Big Beautiful Bill Act (OB3) is here, but what does it actually mean for individuals, retirees, and business owners? In this episode of Banking on Growth, host Mike Graham sits down with Jason Beiswenger and Chris Lockhart from Wipfli LLP to unpack the sweeping tax changes that could reshape your 2025 financial strategy. From expanded SALT deductions and new Social Security breaks for seniors to full 100% bonus depreciation for business equipment and extended Qualified Business Income...
Unlocking CRM Potential: How Community Financial Institutions Can Enhance Customer Experience and Efficiency
Banking on Growth
31 minutes
9 months ago
Unlocking CRM Potential: How Community Financial Institutions Can Enhance Customer Experience and Efficiency
Welcome to another insightful episode of the Banking on Growth podcast, hosted by Mike Graham, President of Midwestern Securities. In this episode, we dive deep into the transformative power of technology in community banking with our special guest, Sam Biardo, CEO of Technology Advisors. Sam brings a wealth of expertise in consulting and software development, focusing on connecting bank core systems to Creatio—a low-code CRM platform tailored specifically for banks and credit unions. Togethe...
Banking on Growth
The One Big Beautiful Bill Act (OB3) is here, but what does it actually mean for individuals, retirees, and business owners? In this episode of Banking on Growth, host Mike Graham sits down with Jason Beiswenger and Chris Lockhart from Wipfli LLP to unpack the sweeping tax changes that could reshape your 2025 financial strategy. From expanded SALT deductions and new Social Security breaks for seniors to full 100% bonus depreciation for business equipment and extended Qualified Business Income...
