Blueprint for Wealth - 2007 Shows
Blueprint for Wealth - 2007 Shows
| 12/30/07 | Segment 1:Irrevocable Life Insurance Trusts | ||
| Segment 2:Venture Capital | |||
| Segment 3: Mark Johannessen, SBSB | |||
| Segment 4:Audience emails | |||
| 12/23/07 | Segment 1: 10 Best Practices of Savvy Donors | ||
| Segment 2: Entreprenuers New Years Resolutions | |||
| Segment 3: Julie Lenzer Kirk, Author | |||
| Segment 4: Audience Questions | |||
| 12/16/07 | Segment 1:Top 10 Life Insurance Mistakes | ||
| Segment 2: Starting the Right Business | |||
| Segment 3: Peggy O'Reilly, Elder Law | |||
| Segment 4: Audience Questions | |||
| 12/9/07 | Segment 1: Year End individual Income Tax Planning | ||
| Segment 2: Long Term Care Insurance | |||
| Segment 3: Bill Farmer, Jefferies Quarterdeck | |||
| Segment 4: Audience Questions | |||
| 12/2/07 | Segment 1: Top 5 Ideas for Small Businesses | ||
| Segment 2: Charitable Gift Annuities | |||
| Segment 3: Marcus White, Pinnacle Financial | |||
| Segment 4: Audience Questions | |||
| 11/25/07 | Segment 1:Alaska's Uniqe Benefits | ||
| Segment 2:Deleware & Nevada Corporations | |||
| Segment 3:Joe Young, Chesapeake Financial | |||
| Segment 4:Audience Questions | |||
| 11/18/07 | Segment 1: Weird wills & trusts | ||
| Segment 2:Bankruptcy 2005 Act impact on Asset protection | |||
| Segment 3:Vicki Tarallo, SensaSolutions | |||
| Segment 4:Audience Questions | |||
| 11/11/07 | Segment 1:The Swiss Annuity | ||
| Segment 2:Insuring your home business | |||
| Segment 3: Jim Bruyette, SBSB Financial | |||
| Segment 4:Audience Questions | |||
| 11/4/07 | Segment 1:How to Interview a Corporate Trustee | ||
| Segment 2:Registering your business name | |||
| Segment 3:Peggy O'Reilly - Elder Law | |||
| Segment 4:Audience Questions | |||
| 10/28/07 | Segment 1:Partnerships | ||
| Segment 2:Funerals & Funeral Prepayment plans | |||
| Segment 3:Kathy Pherson, Pherson Associates | |||
| Segment 4:Audience Questions | |||
| 10/21/07 | Segment 1:Ways to make Charitable Gifts | ||
| Segment 2:Private Equity Trends | |||
| Segment 3:Bill Bragg, Coach | |||
| Segment 4:Audience Questions | |||
| 10/14/07 | Segment 1:Qualified Personal Residence Trusts | ||
| Segment 2:Minor's Trusts | |||
| Segment 3:Carl Kumpf | |||
| Segment 4:Audience Questions | |||
| 10/7/07 | Segment 1:Donate Your Body | ||
| Segment 2:Like/Kind Exchanges | |||
| Segment 3:Karen McSteen, brandMatters | |||
| Segment 4:Audience Questions | |||
| 9/30/07 | Segment 1:10 Steps to an easy Business Transfer | ||
| Segment 2:Retirement planning based on tax burdens | |||
| Segment 3:Jewel Esposito, Chaimberlan | |||
| Segment 4:Audience Questions | |||
| 9/23/07 | Segment 1:Generation Skipping Transfer Tax | ||
| Segment 2:Top 10 Estate Planning Techniqes | |||
| Segment 3:Rob Jolles, Jolles & Associates | |||
| Segment 4:Audience Questions | |||
| 9/16/07 | Segment 1:Nondisclosure Agreements | ||
| Segment 2:Noncompete Agreements | |||
| Segment 3:Rob Jolles, Jolles & Associates | |||
| Segment 4:Audience Questions | |||
| 9/9/07 | Segment 1: Incentive Trusts | ||
| Segment 2:Scholarship Funds - setting up one for a school | |||
| Segment 3: Peggy O'Reilly, Esq - Elder Law | |||
| Segment 4:Audience Questions | |||
| 9/2/07 | Segment 1: Creating an LLC Operating Agreement | ||
| Segment 2: Federal Taxes After You Die | |||
| Segment 3: Roland Oliver, Monumental Venture Partners | |||
| Segment 4: Audience Emails | |||
| 8/26/07 | Segment 1: Special Needs/Supplemental Needs Trust | ||
| Segment 2: Trustee Relationship and Duties | |||
| Segment 3: Claire Meade, Financial Advisor, Smith Barney | |||
| Segment 4: Audience Emails | |||
| 8/19/07 | Segment 1: The Probate Process | ||
| Segment 2: Guidelines for Executors and Trustees | |||
| Segment 3: Mike Meegan, Watkins, Meegan, Drury & Co. | |||
| Segment 4: Audience Emails | |||
| 8/12/07 | Segment 1:Asset Protection Rules of Engagement | ||
| Segment 2:Legitimate Offshore Asset Protection | |||
| Segment 3: Craig Stephanson, Valuation Services Inc. | |||
| Segment 4:Audience Emails | |||
| 8/5/07 | Segment 1:Types of Life Insurance | ||
| Segment 2:Letters of Intent | |||
| Segment 3: Randy Beeman | |||
| Segment 4:Audience emails | |||
| 7/29/07 | Segment 1:Powers of Attorney | ||
| Segment 2:Estate Planning for Non Residents and Non Citizens | |||
| Segment 3: Paul Pagnato, Merrill Lynch | |||
| Segment 4:Audience emails | |||
| 07/22/07 | Segment 1:Like Kind Exchanges of Real Estate | ||
| Segment 2:Negotiating the Best Commercial Lease Terms | |||
| Segment 3: Julie Lenzer Kirk | |||
| Segment 4:Audience emails | |||
| 07/15/07 | Segment 1:Pet Trusts | ||
| Segment 2:Five Primary Exit Strategies for your Business | |||
| Segment 3: Rebecca Shambaugh, Shambaugh Leadership | |||
| Segment 4:Audience emails | |||
| 07/08/07 | Segment 1:Irrevocable Life Insurance Trusts | ||
| Segment 2:Venture Capital | |||
| Segment 3: Mark Johannessen, SBSB | |||
| Segment 4:Audience emails | |||
| 07/01/07 | Segment 1:Estate planning in preparation for the sale of a business | ||
| Segment 2:Basics of a LLC | |||
| Segment 3: David Wexler- Greenberg , Wexler & Eig | |||
| Segment 4:Audience emails | |||
| 6/24/07 | Segment 1:Top 10 Mistakes in Buying a Business | ||
| Segment 2: Funeral Instruction and Expenses | |||
| Segment 3: Joe Child, Step One Mortgage | |||
| Segment 4: Updating Estate Planning Documents | |||
| 6/17/07 | Segment 1: Temporary Guardians | ||
| Segment 2: Family Offices | |||
| Segment 3: Special Guest - Scott Greenberg, Greenberg, Wexler & Eig | |||
| Segment 4: Emails from Audience | |||
| 6/10/07 | Segment 1: Dynasty Trusts | ||
| Segment 2: Non-Spousal Rollover | |||
| Segment 3: Special Guest - Eva Neumann, ENC Marketing | |||
| Segment 4: Emails from Audience | |||
| 5/27/07 | Segment 1: Playing the IRS Audit Lottery | ||
| Segment 2: Phantom stock & Stock Appreciation Rights | |||
| Segment 3: Special Guest - Karen McSteen, brandMatters | |||
| Segment 4: Dying without a will | |||
| 5/20/07 | Segment 1: Running a Business with your Spouse | ||
| Segment 2: Business Succession Planning | |||
| Segment 3: Special Guest - Dean Makarita, Long & Foster | |||
| Segment 4: LLCs and Real Estate | |||
| 05/13/07 | Segment 1: Guardians & Conservators | ||
| Segment 2: How Do Business Owners Borrow Money? | |||
| Segment 3: Special Guest - Lisa Gercenstein, BF Saul Mortgage | |||
| Segment 4: Prenuptual & Postnuptual Agreements | |||
| 05/06/07 | Segment 1: Writing a Business Plan | ||
| Segment 2: Gift Tax System | |||
| Segment 3: Special Guest - Candi Kaplan, Kaplan Financial Group | |||
| Segment 4: Define a LLLP | |||
| 04/29/07 |
Segment 1: Estate & gift taxes imposed on transfers of assets |
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| Segment 2: 529 Plans | |||
| Segment 3: Special Guest - Paul Pagnato, First VP Investments, Merrill Lynch | |||
| Segment 4: Reps and Warranties in a Contract | |||
| 04/22/07 | Segment 1: 10 Tips for Smooth Transition after Buying a Business | ||
| Segment 2: Common Non-tax Estate Planning Mistakes | |||
| Segment 3: Julie Lenzer Kirk, Author | |||
| Segment 4: Automated Help Desks | |||
| 04/15/07 | Segment 1: Self-Canceling Installment Notes | ||
| Segment 2: Trade Secrets | |||
| Segment 3: Jeanne O'Kelley, Senior VP, Vangent | |||
| Segment 4: S Corporations | |||
| 04/08/07 | Segment 1: Disinheriting Relatives | ||
| Segment 2: 10 Reasons to Honor Contracts | |||
| Segment 3: Neal Simon, Pres & CEO Highline Wealth Mangmnt | |||
| Segment 4: Email Questions on Revocable Living Trusts | |||
| 04/1/07 | Segment 1: Living Wills | ||
| Segment 2: Living Wills Continued | |||
| Segment 3: Jon Shames, Partner, E&Y LLP | |||
| Segment 4: Asset Protection & Powers | |||
| 03/25/07 | Segment 1: Powers of Attorney | ||
| Segment 2: Fairness Opinions | |||
| Segment 3: Jennifer Garrett, President, People Tactics, Inc. | |||
| Segment 4: Offshore Asset Protection Trusts | |||
| 03/18/07 | Segment 1: Business Advisors | ||
| Segment 2: Buy/Sell Agreements | |||
| Segment 3: Rob Jolles, President, Jolles Associates | |||
| Segment 4: Valuing a Business | |||
| 03/11/07 | Segment 1: Mergers & Acquisitions | ||
| Segment 2: Revocable Living Trusts | |||
| Segment 3: Marc Engel, Partner, Learch, Early & Brewer | |||
| Segment 4: Non Qualified Stock Options | |||
| 03/04/07 | Segment 1: Tax Law Changes | ||
| Segment 2: 10 Common Asset Protection Mistakes | |||
| Segment 3: David Eisner, President & CEO, Dataprise | |||
| Segment 4: Private Equity Investing | |||
| 02/25/07 | Segment 1: 10 Common Estate Planning Mistakes | ||
| Segment 2: 10 Common Estate Planning Mistakes Continued | |||
| Segment 3: Doug Poretz, Parner, Qorvis | |||
| Segment 4: Business Ownership | |||
| 02/18/07 | Segment 1: Private Foundations | ||
| Segment 2: Private Foundations continued | |||
| Segment 3: Rick Zitelman, Principal, The Zitelman Group | |||
| Segment 4: Blueprint-Big Ideas | |||
| 02/11/07 | Segment 1: Stock Options | ||
| Segment 2: Estate Planning with Stock Opions | |||
| Segment 3: Peter Vidi, President, Vidi Appraisal Services, Inc. | |||
| Segment 4: Mergers & Acquisitions with Stock Options | |||
| 02/04/07 | Segment 1: Introduction to Blueprint for Wealth | ||
| Segment 2: FLLCs & FLPs | |||
| Segment 3: Marissa Levin, CEO, Information Experts | |||
| Segment 4: Business Advisors |
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