Shows
Mission Matters Money with Adam TorresHow SRA 831(b) Plans Help Business Owners Weather Financial StormsIn this Mission Matters episode, Adam Torres interviews Van Carlson, Founder & CEO of SRA 831(b) Admin. Van explains how business owners can leverage the 831(b) tax code to self-insure risks that traditional policies don't cover. From natural disasters to cyber threats, Van offers insights on reducing exposure, protecting cash flow, and becoming more financially resilient—without depending on government bailouts.
Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.
Apply to be a guest on our podcast:
https://missionmatters.lpages.co/podcastguest/2025-08-0717 min
Mission Matters Business Podcast with Adam TorresHow SRA 831(b) Plans Help Business Owners Weather Financial StormsIn this Mission Matters episode, Adam Torres interviews Van Carlson, Founder & CEO of SRA 831(b) Admin. Van explains how business owners can leverage the 831(b) tax code to self-insure risks that traditional policies don't cover. From natural disasters to cyber threats, Van offers insights on reducing exposure, protecting cash flow, and becoming more financially resilient—without depending on government bailouts.
Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.
Apply to be a guest on our podcast:
https://missionmatters.lpages.co/po...2025-08-0717 min
Small Business Tax Savings PodcastHow Section 831(b) Captive Insurance Protects Your Business and Saves You TaxesSend us a textMost business owners think of insurance as a necessary expense, but what if it could double as a tool to cut taxes? With a Section 831(b) captive insurance company, you can set aside pre-tax dollars to cover risks traditional insurance won’t touch… All while building a financial safety net for your business. In this episode, Van Carlson, founder of SRA 831(b), explains how captives work, the types of risks they can cover, when it makes sense to use one, and how to stay compliant under IRS rules. 👉 Get the Free Tax Savi...2025-08-0634 min
Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club InsightsHow Business Owners Can Protect Wealth & Reduce Risk with 831(b) Plans | Van Carlson InterviewSend us a textIn this episode of the Family Office Podcast, host Andrés Ospina sits down with Van Carlson, founder and CEO of SRA 831(b) Admin — the nation’s leading administrator of 831(b) plans. With 25+ years of experience, Van unpacks how traditional insurance is failing today’s business owners and reveals powerful, compliant strategies to self-insure risk using pre-tax dollars.You’ll learn how smart risk management can:Help businesses weather economic stormsTurn tax liabilities into financial assetsFund deductibles, protect brand reputation & survive disruptionsProvide a competitive edge through 831(b) plansTimesta...2025-07-2433 min
UnmitigatedBuilding Business Resilience: Risk Management Strategies for Uncertain TimesIn this episode of Unmitigated, host Van Carlson welcomes Joe Anderson, Principal of Fortify Risk Management, for a candid conversation about how businesses can proactively defend against volatility and unexpected setbacks. Together, they explore the evolving landscape of risk, why traditional insurance models often fall short, and how 831(b) plans offer a strategic edge for long-term stability. Joe shares insights from his experience helping business owners identify hidden vulnerabilities, fortify operations, and build resilience through intentional planning and alternative risk strategies.2025-07-1734 minUnmitigatedThe Power of Structured Leadership Development for Business OwnersIn this episode of Unmitigated, host Van Carlson sits down with David Spann, Vistage Chair and executive coach, to explore how peer groups, outside perspective, and structured leadership development can transform the way founders lead. They discuss the challenges of founder dependency, the value of diverse viewpoints, and how Vistage helps business owners grow with intention, clarity, and accountability.2025-06-2421 min
FOXcastProtecting Against Unforeseen Risks by Utilizing 831(b) Plans with Van CarlsonToday, I’m excited to speak with Van Carlson, Founder & CEO of SRA 831(b) Admin, a specialized risk management solutions company. Van has over 25 years of experience within the risk management industry. Prior to founding SRA, Van ran his own property and casualty firm for 15 years and was awarded Presidents Council’s and other top-performing achievements during his tenure as a P&C Agent. In 2008, he saw the Great Recession hit his commercial business clients hard, and just like them, he was also affected by the sharp economic downturn. Out of that challenging experience, he emerged committed to developing bett...2025-06-0536 minFOXcastProtecting Against Unforeseen Risks by Utilizing 831(b) Plans with Van CarlsonToday, I’m excited to speak with Van Carlson, Founder & CEO of SRA 831(b) Admin, a specialized risk management solutions company. Van has over 25 years of experience within the risk management industry. Prior to founding SRA, Van ran his own property and casualty firm for 15 years and was awarded Presidents Council’s and other top-performing achievements during his tenure as a P&C Agent. In 2008, he saw the Great Recession hit his commercial business clients hard, and just like them, he was also affected by the sharp economic downturn. Out of that challenging experience, he emerged committed to developing bett...2025-06-0536 minUnmitigatedBuilding Systems, Not Bottlenecks: The EOS approach to sustainable growthIn this episode of Unmitigated, host Van Carlson sits down with Jared Maybon, EOS Implementer and organizational growth expert, to explore the hidden risks of founder dependency and the power of operational systems to unlock sustainable growth. Drawing from his own journey scaling a homebuilding company and now guiding others through the Entrepreneurial Operating System (EOS), Jared shares how implementing structure can transform chaos into clarity. Van and Jared discuss the leadership challenges of rapid scaling, the importance of culture and accountability, and why systems, not superheroes, are the key to long-term success. Tune in to listen to Van...2025-05-2128 min
The National Land PodcastSRA 831(b) Admin Could Be a Financial Lifesaver For Your BusinessToday, we are talking about insurance! Exciting and insurance are two words we wouldn’t normally associate with each other, but this is a fascinating topic. We recently encountered SRA 831(b) Admin. Yes, that is the name of the company. A company that is making maximum use of SEO, which of course, we love. SRA 831(b) Admin is owned by fellow Idahoan (Mac lives in Idaho), Van Carlson, and is built around I.R.S. Code 831(b). This tax law establishes micro-captive insurance companies. If none of this makes sense to you, Van Carlson is here today to tell yo...2025-05-1654 min
The DooDoo Diva's Smells Like Money PodcastS13 E13: Stop Exposing Yourself with Van CarlsonStop Exposing Yourself – The Power of the 831(b) Plan | Smells Like Money PodcastIn this eye-opening episode, host Suzan Chin-Taylor sits down with Van Carlson, founder and CEO of SRA 831(b) Admin, to uncover a powerful but often-overlooked strategy for business owners – the 831(b) plan. This episode, titled “Stop Exposing Yourself”, dives into the hidden financial vulnerabilities facing small to mid-sized businesses and reveals how to shield your revenue streams with a smarter risk mitigation framework.In this episode, you’ll discover:✅ What an 831(b) plan is and how it empowers businesses to self-insure against unforeseen risks✅ The dangers of relying solely...2025-05-1430 min
CPA Trendlines PodcastsVan Carlson: Why 831(b) Risk Management Strategies Are Gaining Ground | The Concierge CPAWhat once was seen as a tax loophole is now becoming a mainstream strategy for business continuity—if done right.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesThe world of business risk has changed drastically since 1986, and so has the way innovative entrepreneurs protect themselves. In a recent episode of The Concierge CPA, host Dr. Jackie Meyer sits down with Van Carlson, founder and CEO of SRA 831(b) Admin, to demystify one of the most misunderstood tools in modern financial planning: the 831(b) captive.Mo...2025-05-0559 minUnmitigatedHR Risk Management: Supporting Your Team, Protecting Your BusinessIn this episode of Unmitigated, host Van Carlson sits down with Stephen Cilley, Founder and Chairman of Ataraxis, to unpack the often-overlooked risks in HR and how they can impact the bottom line. From onboarding and employee handbooks to wrongful termination and EPLI claims, Van and Stephen explore the complexities of today’s employment landscape—especially for companies operating in multiple states. With a blend of real-world examples and practical advice, they highlight how partnering with a proactive PEO can mitigate liability, strengthen company culture, and even improve employee retention. Tune in to learn how risk management and HR are...2025-04-1540 min
Fair Hill Farmstead Life#50: Van Carlson on Risk Management and Using Tax Code 831(b) to Self-InsureVan Carlson is the Founder & CEO of SRA 831(b) Admin and has over 25 years of experience within the risk management industry. In 2008, he saw the Great Recession hit his commercial business clients hard, and just like them, he was also affected by the sharp downturn in our economy. During this time, he realized there must be a better way to manage risk overall. From that desire to improve business operations for both himself and his clients, along with his extensive background in insurance, risk management, and finance, a mission to educate others about 831(b) Plans began. It continues today...2025-03-2452 min
Alternative Wealth (Small Business, Tax Strategy, High Income Earner, Retirement, Personal Finance)Risk Management for Business Owners: Captive Insurance with Van CarlsonIn this episode of Alternative Wealth, host Ryan Kolden welcomes Van Carlson, the founder and CEO of SRA 831(b) Admin. With over 25 years of experience in the risk management industry, Van shares his insights into empowering advisors and entrepreneurs through innovative risk solutions. He discusses his journey, including the challenges he faced during the Great Recession and how it shaped his approach to managing risk. Van has made a significant impact in his field, earning a place on the Inc. 5000 list and being a sought-after speaker across various industries. Tune in to learn about effective risk management strategies and...2025-03-2440 min
Do It For Yourself with Stephen A. Taylor, JD, CFP®How Smart Business Owners Manage Risk while saving money with Captive Insurance with Van CarlsonVan Carlson is a leading expert in risk management and financial strategies, specializing in captive insurance solutions. As the founder and CEO of SRA 831(b) Admin, Van has spent years helping business owners take control of their insurance costs, reduce tax liabilities, and gain financial security through innovative risk management approaches. His deep expertise in alternative risk financing has made him a sought-after speaker and consultant in the industry.In this episode of the Do It Yourself Podcast, host Steve Taylor speaks with risk management expert Van Carlson to discuss how business owners can leverage captive insurance...2025-03-1946 min
The Concierge CPA62 - Captive Insurance: Navigating the 831(b) "Secret" Tax Strategy with Trump Back in OfficeIn this episode, Dr. Jackie Meyer and Van Carlson, CEO of SRA 831(b) Admin, discuss the complexities of risk management and the role of 831B captive insurance in modern business. They explore the evolution of risk since the introduction of the 831B tax code, the challenges posed by IRS regulations, and the importance of understanding unique business risks. Van emphasizes the need for business owners to educate themselves about risk management tools and the significance of proactive planning in navigating the complexities of insurance and compliance, especially as the Trump administration makes changes.🔗 Connect with Van Carlson2025-03-1758 min
CY6 - Check Your SixEpisode: 153 Van Carlson - SRA 831b Admin - "Working The 831b Plan"Episode 153 of the Check Your Six podcast brought Van Carlson via the remote connection from Idaho to talk about the 831b plan for businesses. The Boise State Bronco grad talked about a program for businesses that most of us small business owners know nothing about, the 831(b) plan. An often unused tax code from the 80's that a lot of CPA or accountants do not know about or understand but could be very important in helping to mitigate risk. SRA 831b Admin is really tailored to support small and medium-sized businesses, and their plans are designed to provide a...2025-03-1046 min
CaliBizSelf-insuring with 831(b) PlansIn today's episode, we dive into the world of self-insurance and explore how 831(b) plans are providing businesses with a powerful alternative. With business insurance premiums skyrocketing after numerous national disasters and many traditional insurers pulling out of the market, many businesses are left vulnerable and unprotected. Learn how 831(b) plans can offer a strategic solution to mitigate risks and ensure long-term financial security, even when traditional coverage is no longer an option. Our guest is Van Carlson from SRA 831b Admin. Hosted by Ken Alan.
2025-03-0430 minUnmitigatedClosing the Coverage Gap in AgribusinessIn this episode of Unmitigated, host Van Carlson welcomes crop insurance expert Kevin Cantrell to discuss how agribusiness operators can better protect their operations. They dive into the intricacies of crop insurance, the gaps in coverage, and how captives can provide innovative risk mitigation strategies. With a shared passion for agriculture and risk management, Van and Kevin explore how SRA 831(b) Admin is expanding its focus on agribusiness clients. Tune in to learn how to maximize protection, ensure financial stability, and navigate the evolving landscape of agricultural insurance.2025-02-1230 min
Exploring GrowthEmboldening Business Owners Through Innovative Risk Management with Van Carlson, Founder at SRA 831(b) AdminIn this episode of Exploring Growth, host Lee Murray talks with Van Carlson, founder of SRA 831(b)Admin, about the critical role of risk management for business owners. With nearly 30 years of experience, Van emphasizes strategic planning and the benefits of the 831 B tax code. They discuss proactive risk management, brand protection, and the evolving insurance landscape, offering valuable insights for long-term business success.
Have a guest recommendation, question, or just want to connect?Go here: https://www.harvardmurray.com/exploring-growth-podcast
Connect on LinkedIn:Lee - https://www...2025-02-0735 min
Vital Strategies063 | How to Minimize Crisis and Maximize Growth: Van Carlson Explains the 831(b) Solution Every Business NeedsIs your business prepared to weather unexpected risks, safeguard its reputation, and reduce its tax burden all at once?
Welcome to the Vital Wealth Strategies Podcast, where host Patrick Lonergan sits down with industry leaders to help entrepreneurs like you minimize taxes, master wealth, and optimize your life. In this episode, Patrick is joined by Van Carlson, the largest manager of 831(b) Captive Insurance plans in the country and a trusted expert in risk management and tax strategy. Together, they discuss how businesses can use risk financing to build reserves, protect their brand, and ensure long-term stability. ...2025-01-2152 min
Business LegacyMastering Risk Management & Unlocking Business Resilience with 831BHow can businesses safeguard themselves against economic uncertainties using the 831B tax code? Join us as we welcome Van Carlson, the innovative founder and CEO of SRA831B, who unveils the potential of this tax code as a powerful tool for business risk management. From the complexities of the 1986 Tax Reform Act to the practicalities of building a financial reserve with pre-tax dollars, Van breaks down how businesses can manage self-insured risks effectively. Traditional insurance markets often leave gaps, but with 831B plans, companies can create their own financial buffer to tackle unforeseen expenses and maintain business continuity. We...2025-01-1327 min
Don't HR AloneSave Money on Taxes – 831(b) Plans for Small Businesses (Rhamy Alejeal & Van Carlson)Are you a small business owner looking to better manage risk and save on taxes? In this episode of Don't HR Alone, Rhamy Alejeal sits down with Van Carlson, Founder and CEO of 831b.com, to explore how an 831(b) plan can act as a game-changing tool for businesses. Learn how this plan protects against unexpected risks, provides tax-deferred savings, and fills gaps in traditional insurance. Van shares real-world examples, expert advice, and actionable insights to help you safeguard your business and its future. Don’t miss this opportunity to gain a competitive edge in your industry!...2025-01-0947 minUnmitigatedAdvanced Estate Tax PlanningIn this episode of The Unmitigated Podcast, Van Carlson dives into the intricacies of advanced estate tax planning with special guest Tyson Ferney from the Norden Group. Discover how business owners can navigate complex tax strategies to preserve wealth, mitigate risks, and secure their legacies. Whether you’re exploring estate planning for the first time or looking to refine your approach, this conversation offers actionable insights and strategies tailored for business owners.2024-12-2630 min
Weather HeroesHelping Solve the Insurance Crisis - Van Carlson and 831(b) Plans Insurance policies help manage the costs of damage. This can be from severe weather events, wildfires, earthquakes, lightning strikes, and so many other perils. Still, there are situations where insurance may not cover a loss or only part of it. Consider:Deductibles: A portion of the loss is paid by the policyholder.Underinsured losses: Losses where there is insufficient coverage.Uninsurable and/or unidentifiable risks: Think about COVID-19.The impacts of COVID-19, a peril not covered under many policies, was particularly impactful on businesses. Damages included loss of business income, potential worker compensation issues, extra costs for sa...2024-12-1926 min
Entrepreneurs on FireHow an 831b Plan can IGNITE your Business with Van CarlsonVan Carlson is the Founder and CEO at SRA 831(b) Admin. He is an industry leader in enterprise risk management solutions with over 25 years of experience. Along with the responsibility of bringing SRA’s new products to market, he helps clients achieve their financial goals and aid in protecting a business’s assets through times of uncertainty. Top 3 Value Bombs 1. The idea of wearing all the hats is a fallacy . You should trust your people right away and hire the best people you can and be ready to spend money. 2. Business owners value inta...2024-11-2026 minUnmitigatedSafeguarding Your Business in the Age of Cyber ThreatsHost Van Carlson sits down with Mike Scheumack, Chief Innovation Officer at IDIQ, for Cybersecurity Awareness Month, exploring essential cybersecurity practices that every business should know. Together, they unpack proactive strategies to prevent cyberattacks, effective response plans for breaches, and practical steps for minimizing damage. Learn how a solid approach to cybersecurity can keep your business resilient against digital threats.For more on IDIQ:Website - https://www.identityiq.com/Instagram - @IdentityIQOfficialX - @IdentityIQ2024-10-3136 min
Construction GeniusBulletproof Your Bottom Line: How to Fund Uninsured Risks Without Hurting Cash FlowIs an executive or leader in your company struggling? Reach out to Eric to discuss how his transformative executive coaching approach can help. Schedule a 10 minute call with Eric today to learn more: 10minuteswitheric.youcanbook.me An 831(b) plan, commonly known as captive or microcaptive insurance, is intended to help business owners reduce unfunded liabilities. SRA utilizes the 831(b) Tax Code to create tax-deferred risk mitigation and give business owners greater peace of mind. Van Carlson is the founder and CEO of SRA 831(b), with 25 years of experience in the risk management industry. His goal is...2024-10-0834 minUnmitigatedWhen and How to Scale Your Finance DepartmentVan Carlson welcomes Brandon Kordower, Founder and CEO of Aura Accounting Solutions, to discuss the key financial decisions every growing business faces. Brandon, who started AURA in 2017 to guide scaling businesses with strategic financial expertise, shares his insights on when to bring in a bookkeeper, controller, or CFO. They dive into topics like the often-overlooked value of a strong finance department, the right time and method for investing in it, and the choice between cash and accrual accounting. This conversation sheds light on navigating the financial challenges that come with business growth.Connect with Brandon Kordower:2024-09-1932 min
Invest Like a Billionaire177. Why You Should Self-Insure Your Business feat. Van CarlsonWe discuss why you should strongly consider self-insuring your business by leveraging the often-overlooked 831(b) tax code. Van Carlson, a risk management expert with 30 years of experience and Founder of SRA 831(b) Admin.
This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/
Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a
Explore our Private Credit fund: https://aspe...2024-09-1939 min
Office Hours with David MeltzerVan Carlson, Ray HespenVan CarlsonVan Carlson is the Founder and CEO of SRA 831(b) Admin, with over 25 years of experience in the risk management industry. He specializes in helping business owners and their trusted advisors navigate risk using the 831(b) tax code. Before founding SRA, Van successfully ran his own property and casualty firm for 15 years. His expertise and insights have made him a sought-after guest, appearing on more than 50 podcasts. Under his leadership, SRA was recognized as one of the INC 5000 fastest-growing companies in 2023.Ray HespenRay Hespen is the CEO...2024-09-1036 minUnmitigatedPitfalls & Considerations of Buy-Sell AgreementsAttorney Brad Dixon joins us to discuss the essentials of buy/sell agreements. We’ll cover the purpose and structure of these agreements, including typical clauses and important considerations for business owners. Brad will also highlight common issues to watch out for, spousal considerations, and potential pitfalls. Additionally, we'll explore different approaches to funding a buy/sell agreement, offering a practical guide to help you navigate this important aspect of business planning. 2024-08-2128 minUnmitigatedBuy/Sell Agreements: Pitfalls & ConsiderationsAttorney Brad Dixon joins us to discuss the essentials of buy/sell agreements. We’ll cover the purpose and structure of these agreements, including typical clauses and important considerations for business owners. Brad will also highlight common issues to watch out for, spousal considerations, and potential pitfalls. Additionally, we'll explore different approaches to funding a buy/sell agreement, offering a practical guide to help you navigate this important aspect of business planning. _________________________________STAY CONNECTED WITH US 🤝More on Brad Dixon: https://www.givenspursley.com/people/bradley-j-dixonSRA 831(b) Admin website and more...2024-08-1928 minUnmitigatedHow Lobbying and Public Affairs Efforts Influence the 831(b) Tax CodeIn this episode, we delve into the ongoing struggle between 831(b) Plans and the efforts for legislative oversight in Congress featuring two integral members of the 831(b) Institute, Maggi Lazarus, Counsel at Barnes & Thornburg LLP, and Peter Dawson, CEO of Dawson LLC. Together, they explore the intricacies of lobbying efforts and tax law, how these initiatives are shaping the 831(b) landscape, and the potential future of legislation affecting these entities.2024-08-1245 minUnmitigatedThe 831(b) Institue: How Lobbying and Public Affairs Efforts Can Change a Tax CodeIn this episode, we delve into the ongoing struggle between 831(b) Plans and the efforts for legislative oversight in Congress featuring two integral members of the 831(b) Institute, Maggi Lazarus, Counsel at Barnes & Thornburg LLP, and Peter Dawson, CEO of Dawson LLC. Together, they explore the intricacies of lobbying efforts and tax law, how these initiatives are shaping the 831(b) landscape, and the potential future of legislation affecting these entities.2024-07-1944 minUnmitigatedIntroduction to SRA and the 831(b) Tax CodeCurious about what an 831(b) Plan is? Also known as micro captive insurance, this tool helps businesses set aside tax-deferred funds for risks that traditional insurance does not cover. From warranties to legal disputes to third-party business interruption, learn what’s not covered and what you can do.2024-06-1732 min
Farm4Profit PodcastUnveiling the Power of Micro-Captive Insurance - The 831(b) AdvantageIn this insightful episode of the Farm4Profit Podcast, we explore the fascinating world of Micro-Captive Insurance with none other than Van Carlson, the esteemed Founder & CEO of SRA. With over twenty-five years of experience in the risk management industry, Van brings a wealth of knowledge and expertise to the table, sharing valuable insights on how small to mid-market businesses can leverage 831(b) Plans to effectively manage their property and casualty risks while enjoying significant tax benefits.Van's journey in the industry began with Farmers Insurance Group, where he started as an agent and swiftly rose to...2024-04-2959 min
Journey to Multifamily MillionsHow 831(b) Plans May Be the Solution to Your Insurance Woes with Van Carlson, Ep 90Today's guest is Van Carlson, Van is the Founder & CEO at SRA 831(b) Admin and has over twenty-five years of experience in the risk management industry. Van’s primary goal is to continue the upward growth of SRA and continue to develop new products to bring to market.He explains how 831B plans provide a tax-advantaged means of self-insurance for business owners that cover risks that are either too costly to transfer to standard insurance policies or not generally insured.He also talks about how these plans can act as a financial cushion, pos...2024-04-0442 min
PracticeCareVan Carlson on Tax Advantaged Savings When Insurance Doesn't PayCaptain obvious alert – your insurance policies don’t cover all possible scenarios you might face in practice. What do you do? Wing it or save for it? There’s a section of the tax code that helps you save in a tax advantaged way. The problem is that nobody seems to know about it. My guest today does and he’s going to shed some light on it for us. As Founder & CEO of SRA 831(b), Van is an innovator, developing products for a variety of industries that can take advantage of adding additional revenues while mit...2024-02-2744 min
Power Producers PodcastA Well Kept Secret with Van CarlsonIn this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Van Carlson, Founder of SRA. Van discusses his approach to risk mitigation through tax deferral strategies and his unique perspective on creating efficient business plans and navigating the challenges entrepreneurs and business owners face in today's financial landscape.Episode Highlights:
Van mentions that self-insuring risk and utilizing an 831(B) plan can effectively mitigate risk for business owners and entrepreneurs, helping them revive the risk-reward balance that may have diminished over time. (2:54)
Van explains using pre-tax dollars through 831(B) p...2023-12-0451 min
White Coat Investor PodcastWCI #342: Captive InsuranceToday we are talking with Van Carlson of SRA 831(b) Admin all about captive insurance. We talk about who captive insurance is for, how to evaluate a good plan, how much capital a captive should have, and how to set premiums. We discuss how this can be a great risk management strategies with some tax benefits as well as how to avoid a bogus risk pool. There is a lot of great information here on a topic we were excited to learn more about. Still not sure what to do with your student loans? Overwhelmed with how...2023-11-231h 04
The CPA Zone: Tax Strategies for Small Businesses831(b) Plans with Van CarlsonIn this episode we discuss 831(b) plans with Van Carlson, founder and CEO of SRA. SRA helps business owners manage risk and administers 831(b) plans.
Would you like to become a client? Complete one of our client intake forms here:
https://www.thepulicegroup.com/contact
Free e-Book Download
The CPA Zone podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to...2023-11-2130 min
Go Big To Give Big069. Van Carlson | Think Big to Go BigWhat if the key to unlocking your business's full potential lies in your willingness to be a risk-taker?In this episode, Van Carlson, Founder & CEO at SRA, shares insights on the importance of taking risks to elevate your business to the next level. Discover how consistently pursuing growth, learning, and utilizing the tools available can open doors to wealth and success. One key aspect Van delves into is the power of leveraging the 831(b) tax code to help small businesses scale up and gain financial stability.But it's not...2023-11-1329 min
Go Big to Give Big069. Van Carlson | Think Big to Go BigIn this episode, risk mitigation expert Van Carlson explains how strategic risk management can propel small businesses to new heights. He elaborates on his unique 831(b) tax strategy and its role in financial stability. Beyond business, Carlson shares his deep-rooted passion for wildlife conservation and the impact of giving initiatives in the corporate world.
What if the key to unlocking your business's full potential lies in your willingness to be a risk-taker?
In this episode, Van Carlson, Founder & CEO at SRA, shares insights on the importance of taking risks to elevate your business to the next level...2023-11-1329 min
The Doctor Whisperer - the BUSINESS of medicineTDW Show feat: CEO of SRA 831(b), Van Carlson, helps doctors & business owners fund their own PPP plans. (Labor Day Rerun)Happy Labor Day! Enjoy the rest on your day off! 🇺🇸
Tune in on Monday, 9/4/23, for a Labor Day rerun episode of The Doctor Whisperer Show featuring Founder & CEO of SRA 831b Admin, Van Carlson.
▪︎ ▪︎ ▪︎︎
A︎BOUT OUR GUEST:
As Founder & CEO of SRA 831(b), Van is an innovator, developing products for a variety of industries that can take advantage of adding additional revenues while mitigating risk at the same time. By delivering institutional-type ideas to small-and-mid-sized business owners, SRA positions its clients at the forefront of th...2023-09-0431 min
The Doctor Whisperer - the BUSINESS of medicineTDW Show feat: CEO of SRA 831(b), Van Carlson, helps doctors & business owners fund their own PPP plans.Tune in on Monday, 7/24/23, for a brand new episode of The Doctor Whisperer Show featuring Founder & CEO of SRA 831b Admin, Van Carlson.
▪︎ ▪︎ ▪︎
A︎BOUT OUR GUEST:
As Founder & CEO of SRA 831(b), Van is an innovator, developing products for a variety of industries that can take advantage of adding additional revenues while mitigating risk at the same time. By delivering institutional-type ideas to small-and-mid-sized business owners, SRA positions its clients at the forefront of their industry, allowing them to weather any storm.
Van Carlson has an extensive background in Risk Management wit...2023-07-2432 min
The Doctor Whisperer - the BUSINESS of medicineTDW Show feat: Dr. Marshall went to Emory, Harvard, and parties in Jamaica!Tune in on Monday, 7/10/23, for a brand new episode of The Doctor Whisperer Show featuring the CEO of Doc2Doc Lending, Zwade Marshall, MD, MBA.▪︎ ▪︎ ▪︎A︎BOUT OUR GUEST:Dr. Marshall is an Emory and Harvard-trained, double-board certified anesthesiologist and interventional pain management specialist. He is the Co-Founder of Doc2Doc Lending and Chief Medical Officer of Regenerative Spine and Pain Specialists. Dr. Marshall attended Emory University, where he completed a bachelor’s degree in economics and simultaneously completed his pre-medicine coursework.In 2006, Dr. Marshall began his career path to pursue a joint degree in medicine and busin...2023-07-1041 min
The Doctor Whisperer - the BUSINESS of medicineTDW Show feat: SRA 831(b) Admin - If you want to add value to your medical clients you need this show!Tune in on Monday, 6/26/23, for a brand new episode of The Doctor Whisperer Show featuring the Director of Business Development at SRA 831b Admin, Edward ("Ed") Bryan!
▪︎ ▪︎ ▪︎
A︎BOUT OUR GUEST:
Ed Bryan has more than 20 years of sales and operations management experience with a consistent history of leading high-performing sales teams and operational excellence. He serves as Director of Business Development at Strategic Risk Alternatives 831(b) Admin, an agency that strengthens businesses with an 831(b) Plan, helping them navigate tax deferral today to address tomorrow’s risks.
Ed leads the SRA team in part...2023-06-2635 min
Massive Passive Cash Flow PodcastEpisode 207: Ensuring Financial Security for Clients and their Businesses, with Clay OgdenIn his role as National Business Development Manager, Clay could easily be described as the ace of the SRA 831(b) ADMIN Team. Clay does it all as he interacts with business owners and advisors to identify risk management strategies. As a former professional Golfer on the Nationwide, Web.com, Canadian and mini-tours, Clay nurtures many of his business relationships on the course and brings more than 12 years in risk mitigation to identify opportunities and consult with clients and representatives. What You Will Learn: Who is Clay Ogden? What is 831(b)? Who...2023-06-0235 min
Digging Deeper - ForConstructionProsRisk Management & Having an 831(b) PlanThis Digging Deeper podcast features the interview with Clay Odgen, National Business Development Manager at SRA 831(b). Clay explains the 831(b) tax code and how construction businesses can benefit from setting aside excess cash flow excess funds ensure the uncommon, unforeseen uninsurable types of risk within a business.2023-05-0127 min
The Doctor Whisperer - the BUSINESS of medicineTDW Show feat: Dr. Block is an Otolaryngologist AND a podcast host.Tune in on Monday, 5/1/23, for a brand new episode of The Doctor Whisperer Show featuring Otolaryngologist and host of the Physician's Guide to Doctoring Podcast, Dr. Bradley Block.
▪︎ ▪︎ ▪︎ ︎
A︎BOUT OUR GUEST:
Bradley Block, MD, is a private practice otolaryngologist on Long Island, New York, where he lives with his wife and three young sons. He is a partner at ENT and Allergy Associates and creator of the Physician’s Guide to Doctoring Podcast.
He realized that rapport was the key to gaining trust, seeing patients efficiently, enjoying his practice, and building his reput...2023-05-0139 min
Market Reconnection PodcastEp 013 - Understanding High Risk Business Management with Van Carlson | Market ReconnectionAbout Van Carlson
As Founder & CEO of SRA 831(b), Van is an innovator, developing products for a variety of industries that can take advantage of adding additional revenues while mitigating risk at the same time. By delivering institutional-type ideas to small-and mid-sized business owners, SRA positions its clients at the forefront of their industry, allowing them to weather any storm.
Van Carlson has an extensive background in Risk Management with more than 24 years in the industry. Prior to founding SRA, Van ran his own property and casualty firm for 15 years. With many commercial business owners as his clients, he saw t...2023-04-1741 min
Making Billions: The Private Equity Podcast for Fund Managers, Alternative Asset Managers, and Venture Capital InvestorsProtect Your Cash With Hidden 831(b) Protection For Catastrophic Risks - Van CarlsonSend us a text"RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/"Do you ever get the sense that there is more risk out there than ever before? No, I do. So if that's you, then I have a treat for it. In this week's episode of making billions I bring on Van Carlson. Van is an international expert on a corner of the tax code called 831b. Beat. So what this means is that Van helps businesses and funds, reduce the risk, increase their assets, and optimize their taxes all from implementing...2023-04-1729 min
The Doctor Whisperer - the BUSINESS of medicineTBR2MH Show feat: Ed Bryan is writing your financial prescription to success, doc!Tune in on Monday, 4/10/23 at 6:30am EST, for a brand new episode of The Doctor Whisperer Show featuring the Director of Business Development at SRA 831b Admin, Ed Bryan!
▪︎ ▪︎ ▪︎
A︎BOUT OUR GUEST:
Ed Bryan has more than 20 years of sales and operations management experience with a consistent history of leading high-performing sales teams and operational excellence. He serves as Director of Business Development at Strategic Risk Alternatives 831(b) Admin, an agency that strengthens businesses with an 831(b) Plan, helping them navigate tax deferral today to address tomorrow’s risks.
Ed leads the SRA te...2023-04-1029 min
Management Blueprint | Steve Preda90: The E-Myth and a 401K for your Business with Van Carlson
https://youtu.be/edHggsv4cmc
Van Carlson is the CEO of SRA 831(b) Admin, a company that helps private businesses set up their own captive self-insurance to cover oversized and unusual risks threatening their businesses. We talk about the 831(b) insurance captive, tax-efficient strategies for funding insurance premiums, and the risks your business should be protected against when setting up an insurance cover.
—
The E-Myth and a 401K for your Business with Van Carlson
Our guest is Van Carlson, the CEO of SRA 831(b) Admin, a company that helps pro...2023-03-2430 min
David vs Goliath PodcastWhat is an SRA 831b Account?-e77-Van Carlson - David Vs Goliath #businesspodcast #businessadviceAs Founder & CEO of SRA 831(b), Van is an innovator, developing products for a variety of industries that can take advantage of adding additional revenues while mitigating risk at the same time. By delivering institutional-type ideas to small-and-mid-sized business owners, SRA positions its clients at the forefront of their industry, allowing them to weather any storm.
This episode is made possible by https://automatemysocial.com and https://anthemsoftware.com
David Vs Goliath Podcast features some of the top small business CEO’s stories of how they where able to leverage technology or other secrets to not only compete with th...2023-03-2227 min
Average Joe Finances166. The Power of The 831B Plan for Small Businesses with Ed BryanSend us a textJoin Mike Cavaggioni with Ed Bryan on the 166th episode of the Average Joe Finances Podcast. Ed shares why it's important for successful businesses to develop a comprehensive risk management program in today's ever-changing risk environment.In this episode, you’ll learn:The 831(b) and how it can protect your business.How did 831(b) plans help businesses during COVID.Good candidates for an 831(b) Plan.Risks that businesses have that an 831(b) Plan can alleviate.And so much more!About Ed Bryan:Ed ha...2023-02-2233 min
Human Capital LeadershipS42E28 - How 831(b) Plans Can Help Businesses Mitigate Risk, with Van CarlsonIn this HCI Podcast episode, Dr. Jonathan H. Westover talks with Van Carlson about how 831(b) plans can help businesses mitigate risk.
As Founder & CEO of SRA 831(b), Van Carlson (https://www.linkedin.com/in/vancarlson/) is an innovator, developing products for a variety of industries that can take advantage of adding additional revenues while also mitigating risk. Van has an extensive background in Risk Management, insurance and finance with more than 24 years in the industry. Prior to founding SRA, Van ran his own property and casualty firm for 15 years and now improves business operations for him and his clients.
...2023-01-2425 min
Profit Is A ChoiceTax Deferral and Risk Management for your CompanyTax Deferral and Risk Management for your Company with Ed Bryan It is not often that I get to dive into a topic that is totally foreign to me when we start the podcast. Usually, I have heard something about the topic and have a little knowledge. The 831(b) plan was a new thing – and Ed Bryan joins me to help us understand this tax deferral and risk management opportunity. Topics Mentioned: Insurance Tax deferral Risk management Plan Key Thoughts: It's like traditional insurance. But what you're doi...2022-11-2746 min
The Freedom Formula for Physicians | How Doctors Cut Debt & Slash Taxes | Business Of Medicine | Financial EducationS7, Episode 23 - What is an 831(B) plan? With Ed Bryan of Strategic Risk Alternatives 831(b) AdminHave you ever wondered what is 831 b plans are? and how it differs from other plans?
So, we have our guest today who will give an overview of the 831 b plan and its benefits.
Ed Bryan has more than 20 years of sales and operations management experience with a consistent history of leading high-performing sales teams and operational excellence. As Director of Business Development. Ed leads the SRA team in partnering with clients and valued advisors to provide next-level strategies to business owners. He has been a featured speaker at numerous well-known national conventions and industry e...2022-08-2649 minThe Freedom Formula for Physicians | How Doctors Cut Debt & Slash Taxes | Business Of Medicine | Financial EducationS7, Episode 23 - What is an 831(B) plan? With Ed Bryan of Strategic Risk Alternatives 831(b) AdminHave you ever wondered what is 831 b plans are? and how it differs from other plans?
So, we have our guest today who will give an overview of the 831 b plan and its benefits.
Ed Bryan has more than 20 years of sales and operations management experience with a consistent history of leading high-performing sales teams and operational excellence. As Director of Business Development. Ed leads the SRA team in partnering with clients and valued advisors to provide next-level strategies to business owners. He has been a featured speaker at numerous well-known national conventions and industry e...2022-08-2649 min
The Business Credit and Financing ShowHow 831(b) Help Protect BusinessesClay Ogden could easily be described as the ace of the SRA Team. In his role as National Business Development Manager, Clay does it all as he interacts with business owners and advisors to identify risk management strategies. As a former professional Golfer on the Nationwide, Web. com, Canadian and mini-tours, Clay nurtures many of his business relationships on the course and brings more than 12 years in risk mitigation to identify opportunities and consult with clients and representatives. During the show, we discuss: ● What an 831(b) Plan is ● 831(b) compared to 401(k) an...2022-07-1327 min
The Compassionate Capitalist™ Show with Karen Rands831B Plan - Could be the Secret to Saving Your Business in Hard Times with Ed BryanThere are many aspects of a business's ability to thrive that are predictable. Just as in life, businesses can be negatively impacted by things that can't be predicted and even preventive. There are legal documents like Buy-Sell Agreements, and insurance products like Key Man Insurance, and technology protocols like continuity and redundancy services. The 831(b) is little known tool that businesses can use to 'self-insure' with pre-tax dollars. Much like the 401(k) tax code allows an employer to set aside tax-deferred dollars for retirement, the 831(b) tax code allows a business to set aside tax-deferred dollars for underinsured and/or u...2022-07-0635 min
Corporate CPRCorporate CPR Episode 42: Strategies for Risk Management with Clay OgdenOn today's show, we discuss insurance and risk management for your organization.Clay Ogden could easily be described as the ace of the SRA Team. In his role as National Business Development Manager, Clay does it all as he interacts with business owners and advisors to identify risk management strategies. As a former professional Golfer on the Nationwide, Web.com, Canadian and mini-tours, Clay nurtures many of his business relationships on the course and brings more than 12 years in risk mitigation to identify opportunities and consult with clients and representatives. Ke...2022-06-0123 min
The Truth About Real EstatePreparing for Business Success with an 831(b) PlanOn this episode, we’re talking 831(b) plans with SRA 831(b) Admin's Director Of Business Development, Ed Bryan!
Watch at MatthewMa.com/youtube
Ed has more than 20 years of sales and operations management experience with a consistent history of leading high-performing sales teams and operational excellence. As Director of Business Development, Ed leads the SRA team in partnering with clients and valued advisors to provide next-level strategies to business owners. He has been a featured speaker at numerous well-known national conventions and industry events in insurance, finance, and long-term planning. Reach out to Ed Bryan at...2022-05-1258 min
The Hospital Finance PodcastAddressing Risk Through 831b PlansIn this episode, we are joined by Clay Ogden of SRA, to help us understand what an 831(b) plan is and how they can help healthcare providers mitigate risk. Learn how to listen to The Hospital Finance Podcast® on your mobile device. Highlights of this episode include: What is an 831(b) plan How 831(b) plans...2022-05-1113 min
Shock Your PotentialMinimizing Risk in Business - Van Carlson“831B is just a toolbox for business owners and for the right business owner, it's potentially a game changer.” Van Carlson
Risk management has always been an important tool in running any business, particularly when a market experiences turbulent times. Understanding the types of risks that face your business and the mitigation tools available will help you be more strategic with how you cushion yourself and your business against adversity. This is according to Van Carlson, who has been helping business owners to manage risks by simplifying the 831b program.
As Founder & CEO of SRA 831(b...2022-04-2929 min
Helping Organisations Thrive with Julian Roberts#92 Van Carlson | How to mitigate risks without taking away the rewardToday I am interviewing Van Carlson who is the CEO at SRA 831(b) Admin.
"We don't have enough risk takers", according to Van Carlson, founder and CEO of Strategic Risk Alternatives. Van explores all things risk-related, and explains how to mitigate risks without taking away the reward. He talks about the importance of being willing to take risks, but also of the need to have a short term memory! Van discusses how to balance risk and reward in order to take even greater risks when building your business; and how to create a culture of cal...2022-04-2531 min
Kerry Lutz's--Financial Survival NetworkProfit From Your Risks - Clay Ogden #5472Summary: Looking to plan out your business more efficiently and minimize unforeseen risks? Clay Ogden comes on the show to talk about how you can do this, and essentially “insure” unpredictable obstacles/tragedies that may affect your business. This can be done through 831(b) insurance plants, which allow business owners to take excess profits/revenues. It can be up to 10-15% of your gross revenue; this money is set aside, and can be deferred for the future or invested if you don’t end up using it. Tune in to find out more about how you can stay prepared and protec...2022-04-1518 minFinancial Survival NetworkProfit From Your Risks - Clay Ogden #5472Summary: Looking to plan out your business more efficiently and minimize unforeseen risks? Clay Ogden comes on the show to talk about how you can do this, and essentially “insure” unpredictable obstacles/tragedies that may affect your business. This can be done through 831(b) insurance plants, which allow business owners to take excess profits/revenues. It can be up to 10-15% of your gross revenue; this money is set aside, and can be deferred for the future or invested if you don’t end up using it. Tune in to find out more about how you can stay prepared and protec...2022-04-1518 min
Grind Sell ElevateHow to Leverage a 831(b) - w/Van CarlsonVan 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’s primary goal is to continue the upward growth of SRA and continue to develop new products to bring to market.
Connect with Van:
Website: https://www.831b.com/team
LinkedIn: https://www.linkedin.com/in/vancarlson/
+++++
Subscribe to the Podcast!
▶︎ PODCAST | https://bit.ly/3bU6D3l...2022-03-2141 min
Mission Matters Money with Adam TorresSRA 831(b) Admin and How to Mitigate Risk in Business with Van CarlsonMany business owners have never heard of the 831(b) tax code and how it can help them mitigate risk. In this episode, Adam Torres and Van Carlson, Founder & CEO of SRA 831(b) Admin, explore how Van and his team are using the 831(b) tax code to protect business owners. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be interviewed by Adam on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/2021-11-1922 min