Business owners often juggle countless tasks, and automation through artificial intelligence (AI) offers a powerful solution. R. Kenner French highlights five of the best resources that small business owners can use to streamline operations and save both time and money. He notes that AI tools are no longer luxuries reserved for large corporations—they’re now accessible, affordable, and practical for everyday entrepreneurs.

The first tool he mentions is Cassidy.ai, which allows businesses to upload all their spreadsheets, files, and drives into a knowledge base. This knowledge base powers an AI bot that can answer client and prospect questions instantly. By handling customer service and inquiries, Cassidy.ai frees up business owners from spending countless hours answering phones. The second tool, Bardeen.ai, automates repetitive business systems. For example, one real estate agent reportedly saved four hours per day by implementing it, showing just how impactful automation can be.

Kenner then introduces Drippi AI, a tool designed to automate posts and engagement on X (formerly Twitter). Instead of manually posting daily or hourly updates, Drippi takes care of content distribution and even replies, saving time for entrepreneurs who want to maintain a strong online presence. For larger companies, he highlights Blue Prism and UiPath—enterprise-level automation systems that handle complex customer service processes and manage operations across multiple offices and even countries. These are more expensive but powerful for organizations dealing with scale.

Beyond naming tools, R. Kenner French stresses that business automation is no longer optional. Competitors who use AI will achieve higher efficiency, lower costs, and greater returns. While some fear automation reduces staff, he points out that it can actually expand access to products and services by lowering expenses. With streamlined operations, companies can offer better pricing, faster service, and more accessibility, which ultimately benefits both business owners and customers.

Finally, he shares how AI has been successfully applied in practice, especially in tax liability mitigation. Their proprietary AI model, “Einstein,” helps CPAs analyze tax returns more deeply and efficiently than manual review alone, identifying potential savings and compliance opportunities. For Kenner, the message is clear: automation isn’t just about saving time, it’s about unlocking new opportunities for success.

Takeaways

• AI can significantly reduce the workload for small business owners.

• Automation tools like Bardeen.ai can save hours of work.

• Business automation is essential for staying competitive.

• AI can help lower operational costs and improve service delivery.

• Using AI can lead to better customer engagement and satisfaction.

• Automation can free up resources for more strategic tasks.

• AI tools can assist in tax liability mitigation.

• Investing in AI can open up new market opportunities.

• Entrepreneurs should embrace technology to enhance their business.

• Resources are available for those looking to implement AI solutions.

Sound Bites

• If you're not using AI, your competitor will.

• AI has unbelievably helped us.

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R. Kenner French introduces the concept of AI R&D tax credits as a powerful way for entrepreneurs—especially real estate investors and small business owners—to save money while innovating. He emphasizes that these credits are different from standard tax deductions. While deductions reduce taxable income, R&D credits provide a direct financial benefit that can put real money back into entrepreneurs’ pockets.

He explains that artificial intelligence (AI) is not a fad but a rapidly growing technology, already transforming industries. Only a small percentage of society (around 4%) actively uses AI, which means today’s adopters are early movers. By leveraging AI in their businesses—whether through tools like ChatGPT, Gemini, or Claude—entrepreneurs may qualify for government-backed incentives. Even routine uses of AI, such as creating social media content, could potentially be categorized as innovation eligible for tax credits.

Kenner provides an example of how the numbers work. A $100,000 spend on R&D could result in immediate tax savings of nearly $50,000 through deductions, but with R&D credits, entrepreneurs could save even more, including carrying forward unused credits for future tax years. He stresses that these estimates are conservative and that businesses pushing innovation often uncover even greater benefits. Specialists in this field help entrepreneurs identify eligible activities, sift through expenses, and reduce audit risk while maximizing tax credit opportunities.

The presentation also highlights AI Credit Max, a proprietary solution designed to streamline data collection, analyze eligibility, and provide actionable recommendations for entrepreneurs looking to optimize R&D tax savings. By taking the complexity off business owners’ shoulders, AI Credit Max enables them to focus on growth, cost savings, and scaling their operations without being bogged down in tax code technicalities.

Finally, Kenner underscores a broader mission: to help entrepreneurs lower taxes, protect assets, and grow wealth ethically and sustainably. He also offers a supportive community where hundreds of entrepreneurs connect and share strategies. He closes by reminding viewers that missed opportunities from prior years can still be reclaimed retroactively.

Takeaways

• R&D tax credits can significantly reduce tax liability for entrepreneurs.

• AI is a crucial tool for innovation and can lead to tax savings.

• Understanding the difference between tax deductions and credits is essential.

• Eligibility for R&D tax credits includes various AI-related activities.

• They specializes in helping businesses claim R&D tax credits.

• The process of claiming tax credits can be complex and requires expertise.

• AI Credit Max is a service that simplifies the data collection for tax credits.

• Entrepreneurs can reclaim tax credits from previous years if eligible.

• Engaging with tax professionals knowledgeable in R&D credits is vital.

• The government incentivizes innovation through tax credits, benefiting society as a whole.

Sound Bites

• We take the work off your shoulders.

• Were here to help you navigate the murky waters.

• The government is helping you to push the envelope.

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R. Kenner French opens by framing the audience—primarily U.S. solopreneurs and small business owners—and asks Laurel Pendle for a high-impact tip. Laurel emphasizes two foundations: start with a real strategy before leaping, and cultivate a leadership mindset that’s positive and grounded. Without those, she says, even fast-growing companies can crumble because momentum without structure magnifies problems.

Asked for a turnaround example, Laurel describes work with a rapidly scaling healthcare company whose internal structures lagged their growth. She implemented an internal framework and an external plan focused on retention and relationship marketing. By prioritizing profitable client segments and reducing time spent on low-value accounts, the company stabilized and grew more sustainably.

For early-stage founders and career-switchers, Laurel outlines a staged approach: clarify goals and objectives, study competitors, choose funding paths (bootstrapping vs. investors), and build a marketing plan aligned to a strategy—not the other way around. Across stages, she returns to the theme of aligning profits with purpose so decisions are durable and values-led.

On marketing, Laurel notes most owners work “in” the business rather than “on” it. Internally, employees should be brand ambassadors who understand the company mission and “why.” Externally, avoid hard-selling on first contact; lead with authentic relationship-building, thought leadership, and genuine engagement.

Kenner shares lessons from his own experience—great tech and service won’t scale without systematic marketing—and asks Laurel how she drives visibility. She runs a LinkedIn newsletter (Entrepreneurial Edge) sharing strategies and mental-health-aware leadership insights, stressing that founder well-being is a business variable. On websites, she advocates living sites with ongoing SEO, blogs, and cross-promotion rather than expensive static brochures; clarity of values and audience fit should attract the right clients and deter mismatches.

Discussing automation and AI, Laurel identifies herself as an early tech adopter who uses AI for administrative leverage and analysis while preserving the “human connection” for strategy, leadership, and storytelling. She also highlights her role as a contributing author to The Art of Connection series , a curated, values-driven project that doubled as a community and business-development conduit. The conversation closes with contact details and Kenner’s appreciation for practical, people-first strategies that help entrepreneurs scale with structure and purpose.

Takeaways

Having a strategy before you leap is essential.

Mindset for leadership is crucial for business success.

Startups need a solid foundation to grow effectively.

Marketing should be consistent and aligned with business goals.

A strong online presence is vital for visibility.

Human connection is key to retaining employees and clients.

Technology and AI can enhance business operations but should not replace human interaction.

Creating a legacy involves aligning profits with purpose.

Business owners should focus on their strengths and outsource weaknesses.

Networking and community building are essential for business growth.

Sound Bites

You can't be everything to everyone.

Your website is not a stagnant website.

The human connection is what was missing.

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Estate planning is often overlooked by entrepreneurs, but as R. Kenner French and attorney Robert J. Bluhm stress, it is essential for anyone who wants to protect their assets and their family. The conversation begins with a stark reminder: after working for 30 to 40 years, no one wants to lose their wealth to taxes, probate costs, or poor planning. Estate planning ensures that money stays in the family, protects assets from lawsuits, and minimizes unnecessary tax burdens. It is not just about passing wealth to heirs—it is also about ensuring security and care for oneself during later years.

Bob explains that estate planning primarily solves two major issues: estate taxes and probate. This makes planning essential for individuals with significant assets, especially real estate investors who might own property in multiple states. Without planning, heirs could face lengthy and expensive probate proceedings that expose private financial details to the public and, in some cases, result in family conflicts and diminished estate value.

A key tool for avoiding probate is the revocable living trust. Unlike a will, which requires probate, a trust allows assets to be transferred quickly, privately, and according to precise instructions. A trust can stagger inheritances by age, include provisions for heirs struggling with addiction, and prevent assets from being seized by creditors. It also gives parents peace of mind by allowing them to designate guardians for minor children. These ensure continuity of decision-making and protection, even if the individual becomes incapacitated.

Kenner highlights how powerful these tools can be, even on a personal level. He recalls experiencing turbulence on a flight and feeling reassured knowing his estate plan was in order and his children would be provided for. Bluhm reinforces that beyond financial efficiency, estate planning provides “psychic benefits”—the peace of mind that comes from having things in order. It prevents family disputes, ensures assets go where they are intended, and spares loved ones from the emotional and financial turmoil of messy probate battles.

Finally, the discussion touches on practicalities. Their process includes detailed questionnaires, multiple consultations, and tailored drafting of documents. Beyond estate planning, they provide asset protection, business law services, tax planning, bookkeeping, retirement planning, and even commercial lending solutions. Both Kenner and Robert emphasize that planning is not just a financial task—it is an act of love and responsibility toward one’s family, providing lasting protection and peace of mind.

Takeaways

• Estate planning is essential to protect your assets.

• Probate can be costly and time-consuming.

• A revocable living trust can help avoid probate.

• Designating a guardian for minor children is crucial.

• Estate planning provides peace of mind for families.

• You can control how and when your heirs receive assets.

• Regularly reviewing your estate plan is important.

• Digital assets need to be included in your estate plan.

• Planning is an expression of love for your family.

• Engaging with professionals can simplify the estate planning process.

Sound Bites

• A revocable living trust avoids probate.

• Probate can be lengthy and expensive.

• Peace of mind is invaluable.

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Shane opens by framing travel as more than logistics—it’s about maximizing life’s limited leisure time with rich, immersive experiences. He argues many DIY planners “sell the experience short” by optimizing only for cost and clicks rather than design and depth. Lugos Travel’s promise is to leverage time and assets so vacations are “go big on experience,” blending what clients love with culture, food, and place.

He contrasts button-click booking with true end-to-end orchestration. A vivid example: a same-day train strike in Italy. With Lugos, clients get proactively rerouted by a private driver (plus an impromptu lunch stop and on-time arrival) before they even learn there’s a problem. The point: white-glove logistics, 24/7 on-the-ground support, and anticipation—solving issues before they surface—are what typical EAs, VAs, or DIY approaches can’t reliably deliver.

On AI, Shane acknowledges it’s useful for research and content (they use it for newsletters) but says it can’t manage real-world constraints—inventory competition, time zone crises, misaligned dates, room types, or VIP advocacy with hotels. Lugos differentiates via relationships and readiness: dedicated partners in 20 countries and systems that predict when clients will be smiling—and why. He also critiques the industry’s slow proposal norm (weeks of back-and-forth) and presents Lugos’ “Essential Tour” model: over 70 private, no-blackout-date tours that generate a fully priced, customizable proposal in under 10 minutes without a phone call.

Beyond leisure, Lugos operates an incentive-travel arm for corporate groups—board retreats, sales incentives, and unique events. Shane recounts complex custom projects—a multi-day Key West surprise (birthday → engagement → wedding on a clipper ship with fireworks) and a “running cruise” featuring a first-of-its-kind race through Mayan ruins—illustrating the brand’s logistics DNA and creative event design. The throughline: they “move people and make things happen,” even when the desired experience doesn’t yet exist as an option.

Shane closes with a business philosophy aimed at entrepreneurs: vacations are an operational stress test that reveal system breakpoints. Step away, see what fails, fix it, repeat—until the business truly runs without you. That process both grows profits and buys freedom. Lugos’ role is to protect the client’s scarcest resource—time—so owners can invest it in family and meaningful moments, while enjoying a high-confidence, no-hassle travel experience.

Takeaways

• Most people planning their own travel sell themselves short.

• Travel should be about maximizing experiences, not just saving money.

• Human expertise is crucial for handling real-time travel emergencies.

• Lugo's Travel offers a unique proposal process that saves time.

• Clients can customize their tours without lengthy phone calls.

• The company provides private experiences without group tours.

• Memorable moments can be created for special occasions like weddings.

• Corporate travel can be tailored for incentive programs.

• Taking vacations can help business owners identify and fix operational issues.

Sound Bites

•It's time to go big on experience.

•We created what we call the essential tour.

•We have over 70 tours in 20 countries.

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R. Kenner French emphasizes that many entrepreneurs are "leaving money on the table" by overlooking the Research and Development (R&D) tax credit. He explains that even experienced CPAs sometimes forget about it, highlighting how often business owners miss out. Unlike a deduction, this incentive is a dollar-for-dollar credit against taxes, meaning direct savings. Kenner stresses that entrepreneurs—especially those experimenting with AI or improving business systems—are prime candidates to benefit.

He outlines that R&D tax credits are a U.S. government incentive to propel innovation and economic growth. Eligible activities must be based in the U.S. and can include developing new products, processes, or services, or even enhancing existing ones. Work done overseas, however, does not qualify. He provides real-world context, noting how even his company missed out on credits when hiring researchers abroad. The key takeaway: if innovation is happening domestically, it may qualify.

Kenner details qualifying expenses such as salaries and wages of research staff, supplies like computers used for testing, contract research, and even a portion of overhead costs like utilities. He demonstrates the impact with a simple example: if a company owes $100,000 in taxes and claims $10,000 in R&D credits, the liability drops to $90,000. This means improved cash flow for businesses, along with the added societal benefit of fueling innovation.

The process of applying requires identifying R&D activities, documenting expenses, and calculating eligible credits. He advises tracking R&D efforts regularly instead of scrambling at year-end and working with qualified advisors to maximize results. Importantly, businesses can often retroactively claim credits for the past two or three years. Staying proactive is critical, since tax laws evolve over time.

Finally, Kenner highlights industries that commonly qualify, including pharmaceuticals, tech startups, and manufacturing. He encourages entrepreneurs to see R&D not just as a compliance item but as a way to market themselves as innovators with a competitive edge. He's central message is clear: properly identifying and claiming R&D tax credits can lower taxes, increase cash flow, and help entrepreneurs play a meaningful role in advancing society.

Takeaways

• Many entrepreneurs are unaware of R&D tax credits.

• R&D tax credits can significantly reduce tax liability.

• Eligibility includes developing new products or processes.

• Expenses related to R&D can be claimed for tax credits.

• It's essential to consult with a tax professional about R&D credits.

• R&D tax credits can improve cash flow for businesses.

• Innovative projects are incentivized by the government.

• Documentation of R&D activities is crucial for claiming credits.

• Businesses can retroactively claim R&D credits for previous years.

• R&D tax credits can provide a competitive edge in the marketplace.

Sound Bites

• You are leaving money on the table.

• It reduces your overall tax liability.

• Unlock your business's potential.

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R. Kenner French introduced a product called AI Credit Max!, designed to help entrepreneurs and business owners unlock government tax credits—both federal and state—for innovation and AI-driven initiatives. He explained that many businesses already using artificial intelligence tools (such as ChatGPT) or pushing technological innovation may unknowingly qualify for significant tax credits. The goal of the product is simple: put money back into entrepreneurs’ pockets for work they’re already doing. VastSolutionsGroup.com, which has been around since 1969, is leveraging its long history in tax, finance, and AI to support this new launch.

Dhaval Patel, a digital marketing expert, was invited to brainstorm strategies in real time. He emphasized that AI Credit Max is a B2B service, so the priority should be lead generation. To achieve this, he recommended optimizing the website for email collection, setting up strong drip campaigns, and running targeted LinkedIn and Facebook ad campaigns. Beyond ads, Patel stressed the importance of content marketing, SEO/AEO strategies, and FAQs to rank on search engines and AI-powered platforms. He highlighted testing as a central practice—whether it’s ad creatives, demographics, or messaging—since data-driven iteration is key to lowering costs and boosting conversions.

Dhaval also advised tapping into CPA networks, as accountants can’t always handle R&D tax credits but could refer clients. Locally, Patel recommended engaging Bainbridge Island and Seattle publications, leveraging the region’s strong tech community, and even targeting local innovators from Microsoft and Google backgrounds who might qualify for credits.

A significant portion of the discussion revolved around backlinks—links from authoritative sites that increase credibility and traffic. They also discussed tools like Yext and alternatives such as direct PR strategies and press releases. Dhaval highlighted the importance of tracking ROI with attribution models and UTM codes to measure which campaigns or influencers truly deliver results. Both agreed that testing and transparency in campaigns are crucial.

Toward the end, Dhaval suggested podcasts and YouTube videos as powerful platforms to showcase real client experiences with AI Credit Max. Long-form videos could highlight case studies, while shorter clips could hook new audiences. Patel also stressed the importance of AEO (Answer Engine Optimization)—crafting website content around FAQs and user questions so AI-driven tools like ChatGPT or Gemini will surface VastSolutionsGroup.com in answers. Together, they concluded that combining local outreach, influencer evangelism, backlinks, and consistent testing will position AI Credit Max for long-term success.

Takeaways

• AI Credit Max aims to help entrepreneurs access tax credits.

• Social media and content marketing are crucial for visibility.

• Building authority in the market enhances trust.

• Micro-influencers can effectively promote products.

• Backlinks improve SEO and online visibility.

• Local marketing can tap into community needs.

• Press releases can amplify product awareness.

• Testing marketing strategies is essential for success.

• Video marketing can showcase product benefits effectively.

Sound Bites

• Your number one goal is to get leads.

•Lean into the ease of use of AI.

• Backlinks are like votes online.

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R. Kenner French hosted real estate expert Jay Conner, known as “the Private Money Authority,” to discuss how real estate investors can grow their portfolios without relying on banks. Jay emphasized that private money lending—funding from individuals instead of institutions—has been the single biggest game-changer in his career since 2009. Unlike traditional financing, private money allows investors to fund deals quickly, without credit checks, income verification, or lengthy approval processes.

He shared that private money is not hard money. Instead, it involves creating relationships with individuals willing to lend from their personal funds or retirement accounts. He described how investors can attract funding without asking for it by presenting opportunities, teaching potential lenders, and leading with a “servant’s heart.” Importantly, private money gives the investor control—they set the terms, interest rate, and loan-to-value ratio, flipping the traditional dynamic of banks making the rules.

One of Jay’s key lessons is that investors should secure money first, then pursue deals, avoiding desperation. He outlined his five steps to raising private money: (1) build a list of contacts, (2) use conversation scripts, (3) share educational tools like his “Stress Free Investing” audio, (4) host one-on-one or group presentations, and (5) obtain verbal pledges. He also revealed that through his proprietary data feed, investors can access over 12,000 new private lenders monthly across the U.S.

The advantages of private money are numerous: no origination fees, no appraisals, longer loan terms, 100% funding for purchase and rehab costs, and even the possibility of receiving a big check at closing. Jay stressed that private money can be used not only for rehabs but for any deal where the seller requires full cash. He also explained how private lenders benefit—they earn higher returns than banks, enjoy secured investments backed by real estate, and can often participate tax-free through self-directed IRAs.

He invited listeners to his Private Money Conference, happening October 8–10 in Atlantic Beach, North Carolina, offering a steep discount to Kenner’s audience. At the event, attendees will learn his complete system, meet his team, and network with active private lenders. He closed with inspiring success stories of investors who transformed their businesses and lives through private money. For Jay, the message is clear: private money empowers real estate entrepreneurs to scale their portfolios quickly, without begging banks, while offering safe and profitable opportunities for lenders.

Takeaways

• Private money can significantly impact real estate investing careers.

• You can raise private money without asking for it directly.

• Understanding the difference between private and hard money is crucial.

• The mindset shift is essential for attracting private money.

• You can close deals quickly with private money.

• Private money allows for 100% financing on deals.

• Self-directed IRAs can be a source of private money.

• Networking is key to finding private lenders.

• You can have multiple private lenders for a single deal.

• Success stories demonstrate the effectiveness of private money strategies.

Sound Bites

• You are already approved for private money.

• Private money is a one-on-one transaction.

• No credit check for private money.

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