Planning for New Office Space in the New Year

by Nathan Smith

Austin Tenant Advisors

Nathan Smith is a commercial real estate advisor and owner of Austin Tenant Advisors, a local commercial real estate company that specializes ONLY in representing the best interests of business owners and companies in the search, selection, negotiation, and occupancy of office, retail, and warehouse space. Early on Nathan saw a need for business owners and companies to have the same expert advice as Landlords when it comes to leasing and purchasing commercial properties. In fact, he doesn't want to just level the playing field, he strives to educate and advise them in a way that puts them in a position of strength so that they find the best spaces and negotiate the best deals possible. Nathan graduated from Texas State University and had the opportunity to serve his Country in the Air Force Reserves. Nathan is married to Jennifer and has two children. He is also a die-hard cyclist and runner and has competed in numerous short and long distance triathlons and Ironman competitions.

The New Year will be here before we know it. If you are considering a business move, now is a great time to start the planning process. Whether you are moving up or in need of downsizing your space a bit, there are several things you need to consider before starting the search and definitely before making a final move decision.

Topics: Business Operations, Content Type

A Plain English Overview of Health Insurance Options for Individuals and Families in the Post-Health Care Reform Landscape

by Cuatro Groos

efg&m, L.P.

Cuatro was born in San Antonio, Texas. He holds a BA (Plan II Honors Program) as well as an MBA and a Master of Public Affairs from the University of Texas at Austin. Cuatro’s early professional experience was diverse. It included teaching English at a university in Quito, Ecuador, helping to manage a family catering business in San Antonio, and serving as a policy analyst for the Speaker of the Texas House of Representatives. After receiving his graduate degrees, Cuatro worked as a marketing analyst and manager for Dell as well as a number of software startups. The experience working in the startup world, along with that of managing a family business, gave him a love for small business and a deep respect for the courage it takes to start and grow a business. Cuatro has been serving business owners and entrepreneurs as an insurance advisor since 2001. efg&m, LP provides guidance and support to businesses of all sizes in the areas of health insurance and employee benefits. The firm also helps self-employed individuals with health and related benefits. Cuatro speaks regularly on health care policy and key industry issues including health care reform, new compliance challenges/solutions, and workplace wellness. Cuatro is a Certified Insurance Counselor and a member of the National Association of Health Underwriters. He serves on the board of the Foster Angel Network of Central Texas. He is also the president of Trojans Pop Warner Youth Football Association. Cuatro has served on the boards of the Young Men’s Business League of Austin and the McCombs MBA Alumni Network for Central Texas. Cuatro lives in Austin, Texas with his wife, Alicia, an intellectual property attorney, and their three children. In his spare time, he loves coaching youth sports and being outdoors.

Most Americans are overwhelmed by news about health care reform and confused by the diversity of opinions about the law, what it means, and who wins or loses. Now that federal and state exchanges have been launched, people seem to be even more confused. Here’s a look at what individuals and families need to know in the last months of 2013 and going into 2014.

Topics: Business Operations, Featured

Austin’s Job Market Heats Up Leaving Businesses Competing for Office Space

by Nathan Smith

Austin Tenant Advisors

Nathan Smith is a commercial real estate advisor and owner of Austin Tenant Advisors, a local commercial real estate company that specializes ONLY in representing the best interests of business owners and companies in the search, selection, negotiation, and occupancy of office, retail, and warehouse space. Early on Nathan saw a need for business owners and companies to have the same expert advice as Landlords when it comes to leasing and purchasing commercial properties. In fact, he doesn't want to just level the playing field, he strives to educate and advise them in a way that puts them in a position of strength so that they find the best spaces and negotiate the best deals possible. Nathan graduated from Texas State University and had the opportunity to serve his Country in the Air Force Reserves. Nathan is married to Jennifer and has two children. He is also a die-hard cyclist and runner and has competed in numerous short and long distance triathlons and Ironman competitions.

Austin’s Job Market is Heating up, Leaving Businesses Competing for Office Space

The Austin job market is on the rise with no slowing in sight. According to a recent Forbes article, Austin leads a list of seven Texas metropolitan cities that rank among the 10 areas expected to have the fasted job growth through 2015. Employment is expected to rise 4% annually according to economic research firm, Moody’s Analytics.

Topics: Business Operations, Content Type

What the Delayed Employer Mandate of The Affordable Care Act Means for You

by Mike Martin

The Karis Group

Mike was born, raised and spent a large portion of his professional career as a healthcare CEO in Baton Rouge, Louisiana before moving to Central Texas in 2003. He achieved success as a senior-level executive in several different industries and career paths but most enjoyed those that afford him the opportunity to make a positive impact on peoples lives. The attainment of a Bachelor of Science and Masters in Public Administration degree from Louisiana State University after completing military service was the foundation for Mike’s life-long career of service to others. After serving in the administration of Louisiana Governor David Treen, he began a career in healthcare as the CEO of a regional, non-profit, cancer treatment, research and education center. It was during these years that his passion for the patients led him to champion causes for quality, affordable patient care – regardless of ability to pay. Mike’s experience as a seasoned healthcare executive coupled with a real desire to serve others led him to The Karis Group in January, 2010. Having witnessed the devastation that the incongruences in healthcare pricing structures, reimbursement mechanisms and collection systems have on the average family in America, Mike saw an opportunity to “have a transformational impact on peoples’ lives” through the products and services offered by Karis. Mike resides in Georgetown, Texas with his wife of over 33 years, Mary Beth. His spare time is devoted to involvement in his church and community service.

 

By now you’ve likely heard the employer mandate of the Affordable Care Act (PPACA) was pushed back to January 1, 2015. Many employers of companies with 50 or more employees probably heaved a collective sigh of relief after hearing this news. But though the employer mandate has now been pushed back, the individual mandate is still effective in only 5 short months. Are you ready?

Topics: Business Operations, Featured

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5 Signs that it's Time for Office Expansion

by Nathan Smith

Austin Tenant Advisors

Nathan Smith is a commercial real estate advisor and owner of Austin Tenant Advisors, a local commercial real estate company that specializes ONLY in representing the best interests of business owners and companies in the search, selection, negotiation, and occupancy of office, retail, and warehouse space. Early on Nathan saw a need for business owners and companies to have the same expert advice as Landlords when it comes to leasing and purchasing commercial properties. In fact, he doesn't want to just level the playing field, he strives to educate and advise them in a way that puts them in a position of strength so that they find the best spaces and negotiate the best deals possible. Nathan graduated from Texas State University and had the opportunity to serve his Country in the Air Force Reserves. Nathan is married to Jennifer and has two children. He is also a die-hard cyclist and runner and has competed in numerous short and long distance triathlons and Ironman competitions.

Office Space. Movies and sitcoms have been made about the lack thereof. It’s been on your mind and may even be keeping you up and night, but when do you know it’s time to put action to your expansion thoughts to find more office space?

Topics: Business Operations, Featured

What Makes a Good 401(k) Plan?

by Tom Carter

Retirement Plan Fiduciaries, LLC.

Tom Carter is the owner of Retirement Plan Fiduciaries. He has been working with qualified retirement plans since 1987. Over his career he has worked in the following capacities: · Fiduciary · Investment Advisor · Actuary · Record Keeper · Third Party Administrator · Consultant · Employee educator – having done over 1,000 meetings in his career Tom likes to pride himself on knowing both the investment side and the plan qualification side of the business. This allows him to take a holistic approach to retirement plan consulting. Tom has worked for: · ML&R Wealth Management, a wholly owned subsidiary of Maxwell, Locke & Ritter · Plan Data, which was bought by Invesmart, which was later bought by Standard Insurance · Howard Johnson & Co, a retirement plan consulting firm bought by Merrill Lynch Tom graduated from Cal Poly Pomona with an Applied Mathematics degree in 1987. He also served in the United States Marine Corp from 1981 to 1987. Tom is married to his college sweetheart, Sue, and has three kids, Alicia, Robyn and Patrick. He loves to coach youth sports and golf in his spare time.

401(k) Retirement Plans are fast becoming the primary source of savings for people to be able to retire. This makes it imperative that the Plan is “good,” but how should we define “good” for small plans? Every employer that sponsors a plan is different, as is every employee that participates in the plan. What makes a great plan for the employee may make it expensive for the employer. All of these items need to be considered when setting up or modifying a 401(k) plan.

Topics: Business Operations, Content Type

Affordable Care Act Answers for Employers

by Mike Martin

The Karis Group

Mike was born, raised and spent a large portion of his professional career as a healthcare CEO in Baton Rouge, Louisiana before moving to Central Texas in 2003. He achieved success as a senior-level executive in several different industries and career paths but most enjoyed those that afford him the opportunity to make a positive impact on peoples lives. The attainment of a Bachelor of Science and Masters in Public Administration degree from Louisiana State University after completing military service was the foundation for Mike’s life-long career of service to others. After serving in the administration of Louisiana Governor David Treen, he began a career in healthcare as the CEO of a regional, non-profit, cancer treatment, research and education center. It was during these years that his passion for the patients led him to champion causes for quality, affordable patient care – regardless of ability to pay. Mike’s experience as a seasoned healthcare executive coupled with a real desire to serve others led him to The Karis Group in January, 2010. Having witnessed the devastation that the incongruences in healthcare pricing structures, reimbursement mechanisms and collection systems have on the average family in America, Mike saw an opportunity to “have a transformational impact on peoples’ lives” through the products and services offered by Karis. Mike resides in Georgetown, Texas with his wife of over 33 years, Mary Beth. His spare time is devoted to involvement in his church and community service.

January 1, 2014 is fast approaching. This is the date most provisions of the Patient Protection and Affordable Care Act will go into effect. This law will drastically change the way employers and employees deal with health care.

Topics: Business Operations, Featured, Content Type

Where is the majority of Austin’s Industrial & Warehouse Space located?

by Nathan Smith

Austin Tenant Advisors

Nathan Smith is a commercial real estate advisor and owner of Austin Tenant Advisors, a local commercial real estate company that specializes ONLY in representing the best interests of business owners and companies in the search, selection, negotiation, and occupancy of office, retail, and warehouse space. Early on Nathan saw a need for business owners and companies to have the same expert advice as Landlords when it comes to leasing and purchasing commercial properties. In fact, he doesn't want to just level the playing field, he strives to educate and advise them in a way that puts them in a position of strength so that they find the best spaces and negotiate the best deals possible. Nathan graduated from Texas State University and had the opportunity to serve his Country in the Air Force Reserves. Nathan is married to Jennifer and has two children. He is also a die-hard cyclist and runner and has competed in numerous short and long distance triathlons and Ironman competitions.

In one of our last blog posts we provided a checklist of questions and answers that you should consider when searching for and leasing industrial space. In this post we want to talk a little more about finding the right location in Austin, Tx.

Topics: Business Operations

Employer Tips for Self-Funded Health Care

by Mike Martin

The Karis Group

Mike was born, raised and spent a large portion of his professional career as a healthcare CEO in Baton Rouge, Louisiana before moving to Central Texas in 2003. He achieved success as a senior-level executive in several different industries and career paths but most enjoyed those that afford him the opportunity to make a positive impact on peoples lives. The attainment of a Bachelor of Science and Masters in Public Administration degree from Louisiana State University after completing military service was the foundation for Mike’s life-long career of service to others. After serving in the administration of Louisiana Governor David Treen, he began a career in healthcare as the CEO of a regional, non-profit, cancer treatment, research and education center. It was during these years that his passion for the patients led him to champion causes for quality, affordable patient care – regardless of ability to pay. Mike’s experience as a seasoned healthcare executive coupled with a real desire to serve others led him to The Karis Group in January, 2010. Having witnessed the devastation that the incongruences in healthcare pricing structures, reimbursement mechanisms and collection systems have on the average family in America, Mike saw an opportunity to “have a transformational impact on peoples’ lives” through the products and services offered by Karis. Mike resides in Georgetown, Texas with his wife of over 33 years, Mary Beth. His spare time is devoted to involvement in his church and community service.

There is a world of insurance options available for employers. With the changing face of health care due to the passing of the Patient Protection and Affordable Care Act, and with the ever-rising cost of health care, employers are looking for new ways to provide health insurance to employees.

Topics: Business Operations, Content Type

Service Providers in the 401(k) Marketplace

by Tom Carter

Retirement Plan Fiduciaries, LLC.

Tom Carter is the owner of Retirement Plan Fiduciaries. He has been working with qualified retirement plans since 1987. Over his career he has worked in the following capacities: · Fiduciary · Investment Advisor · Actuary · Record Keeper · Third Party Administrator · Consultant · Employee educator – having done over 1,000 meetings in his career Tom likes to pride himself on knowing both the investment side and the plan qualification side of the business. This allows him to take a holistic approach to retirement plan consulting. Tom has worked for: · ML&R Wealth Management, a wholly owned subsidiary of Maxwell, Locke & Ritter · Plan Data, which was bought by Invesmart, which was later bought by Standard Insurance · Howard Johnson & Co, a retirement plan consulting firm bought by Merrill Lynch Tom graduated from Cal Poly Pomona with an Applied Mathematics degree in 1987. He also served in the United States Marine Corp from 1981 to 1987. Tom is married to his college sweetheart, Sue, and has three kids, Alicia, Robyn and Patrick. He loves to coach youth sports and golf in his spare time.

The last few articles concentrated on the different types of retirement plans. Far and away, the 401(k) is the most popular retirement plan in today’s business environment. Many companies that sponsor a 401(k) plan do not understand the service providers who help them with their plan. To that end, we thought it would be a good idea to document the service providers for a “traditional” 401(k).

Topics: Business Operations, Content Type

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