| 12/30/07 |
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Segment 1: Irrevocable Life Insurance Trusts |
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Segment 2: Venture Capital |
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Segment 3: Mark Johannessen, SBSB |
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Segment 4: Audience Emails |
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| 12/23/07 |
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Segment 1: 10 Best Practices of Savvy Donors |
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Segment 2: Entrepreneurs New Years Resolutions |
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Segment 3: Julie Lenzer Kirk, Author |
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Segment 4: Audience Questions |
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| 12/16/07 |
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Segment 1: Top 10 Life Insurance Mistakes |
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Segment 2: Starting the Right Business |
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Segment 3: Peggy O’Reilly, Elder Law |
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Segment 4: Audience Questions |
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| 12/09/07 |
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Segment 1: Year End Individual Income Tax Planning |
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Segment 2: Long Term Care Insurance |
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Segment 3: Bill Farmer, Jefferies Quarterdeck |
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Segment 4: Audience Questions |
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| 12/02/07 |
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Segment 1: Top 5 Ideas for Small Businesses |
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Segment 2: Charitable Gift Annuities |
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Segment 3: Marcus White, Pinnacle Financial |
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Segment 4: Audience Questions |
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| 11/25/07 |
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Segment 1: Alaska’s Unique Benefits |
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Segment 2:Delaware & Nevada Corporations |
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Segment 3: Joe Young, Chesapeake Financial |
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Segment 4: Audience Questions |
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| 11/18/07 |
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Segment 1: Weird Wills & Trusts |
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Segment 2: Bankruptcy 2005 Act Impact on Asset Protection |
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Segment 3: Vicki Tarallo, SensaSolutions |
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Segment 4: Audience Questions |
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| 11/11/07 |
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Segment 1: The Swiss Annuity |
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Segment 2: Insuring your home business |
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Segment 3: Jim Bruyette, SBSB Financial |
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Segment 4: Audience Questions |
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| 11/04/07 |
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Segment 1: How to Interview a Corporate Trustee |
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Segment 2: Registering Your Business Name |
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Segment 3: Peggy O’Reilly – Elder Law |
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Segment 4: Audience Questions |
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| 10/28/07 |
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Segment 1: Partnerships |
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Segment 2: Funerals & Funeral Pre-Payment Plans |
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Segment 3: Kathy Pherson, Pherson Associates |
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Segment 4: Audience Questions |
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| 10/21/07 |
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Segment 1: Ways to Make Charitable Gifts |
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Segment 2: Private Equity Trends |
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Segment 3: Bill Bragg, Coach |
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Segment 4: Audience Questions |
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| 10/14/07 |
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Segment 1: Qualified Personal Residence Trusts |
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Segment 2: Minor’s Trusts |
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Segment 3: Carl Kumpf |
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Segment 4: Audience Questions |
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| 10/07/07 |
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Segment 1: Donate Your Body |
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Segment 2: Like/Kind Exchanges |
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Segment 3: Karen McSteen, brandMatters |
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Segment 4: Audience Questions |
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| 09/30/07 |
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Segment 1: 10 Steps to an Easy Business Transfer |
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Segment 2: Retirement Planning Based on Tax Burdens |
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Segment 3: Jewel Esposito, Chaimberlan |
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Segment 4: Audience Questions |
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| 09/23/07 |
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Segment 1: Generation Skipping Transfer Tax |
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Segment 2: Top 10 Estate Planning Techniques |
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Segment 3: Rob Jolles, Jolles & Associates |
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Segment 4: Audience Questions |
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| 09/16/07 |
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Segment 1: Non-Disclosure Agreements |
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Segment 2: Non-Compete Agreements |
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Segment 3: Rob Jolles, Jolles & Associates |
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Segment 4: Audience Questions |
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| 09/09/07 |
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Segment 1: Incentive Trusts |
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Segment 2: Scholarship Funds – Setting Up One For a School |
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|
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Segment 3: Peggy O’Reilly, Esq – Elder Law |
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|
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Segment 4: Audience Questions |
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| 09/02/07 |
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|
Segment 1: Creating an LLC Operating Agreement |
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Segment 2: Federal Taxes After You Die |
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|
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Segment 3: Roland Oliver, Monumental Venture Partners |
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Segment 4: Audience Emails |
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| 08/26/07 |
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Segment 1: Special Needs/Supplemental Needs Trust |
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Segment 2: Trustee Relationship and Duties |
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Segment 3: Claire Meade, Financial Adviser, Smith Barney |
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Segment 4: Audience Emails |
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| 08/19/07 |
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|
Segment 1: The Probate Process |
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|
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Segment 2: Guidelines for Executors and Trustees |
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|
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Segment 3: Mike Meegan, Watkins, Meegan, Drury & Co. |
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|
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Segment 4: Audience Emails |
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| 08/12/07 |
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Segment 1: Asset Protection Rules of Engagement |
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|
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Segment 2: Legitimate Offshore Asset Protection |
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|
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Segment 3: Craig Stephanson, Valuation Services Inc. |
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|
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Segment 4: Audience Emails |
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| 08/05/07 |
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|
Segment 1: Types of Life Insurance |
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|
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Segment 2: Letters of Intent |
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|
|
Segment 3: Randy Beeman |
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|
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Segment 4: Audience Emails |
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| 07/29/07 |
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|
Segment 1: Powers of Attorney |
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|
|
Segment 2: Estate Planning for Non-Residents and Non-Citizens |
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|
|
Segment 3: Paul Pagnato, Merrill Lynch |
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|
|
Segment 4: Audience Emails |
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|
| 07/22/07 |
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|
Segment 1: Like Kind Exchanges of Real Estate |
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|
|
Segment 2: Negotiating the Best Commercial Lease Terms |
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|
|
Segment 3: Julie Lenzer Kirk |
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|
|
Segment 4: Audience Emails |
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|
| 07/15/07 |
|
|
Segment 1: Pet Trusts |
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|
|
Segment 2: Five Primary Exit Strategies for Your Business |
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|
|
Segment 3: Rebecca Shambaugh, Shambaugh Leadership |
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|
|
Segment 4: Audience Emails |
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|
| 07/08/07 |
|
|
Segment 1: Irrevocable Life Insurance Trusts |
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|
|
Segment 2: Venture Capital |
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|
|
Segment 3: Mark Johannessen, SBSB |
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|
|
Segment 4: Audience Emails |
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|
| 07/01/07 |
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|
Segment 1: Estate Planning in Preparation for the Sale of a Business |
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|
|
Segment 2: Basics of a LLC |
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|
|
Segment 3: David Wexler- Greenberg , Wexler & Eig |
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|
|
Segment 4: Audience Emails |
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|
| 06/24/07 |
|
|
Segment 1: Top 10 Mistakes in Buying a Business |
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|
|
Segment 2: Funeral Instruction and Expenses |
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|
|
Segment 3: Joe Child, Step One Mortgage |
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|
|
Segment 4: Updating Estate Planning Documents |
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|
| 06/17/07 |
|
|
Segment 1: Temporary Guardians |
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|
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Segment 2: Family Offices |
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|
|
Segment 3: Special Guest – Scott Greenberg, Greenberg, Wexler & Eig |
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|
|
Segment 4: Audience Emails |
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|
| 06/10/07 |
|
|
Segment 1: Dynasty Trusts |
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|
|
Segment 2: Non-Spousal Rollover |
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|
|
Segment 3: Special Guest – Eva Neumann, ENC Marketing |
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|
|
Segment 4: Emails from Audience |
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|
| 05/27/07 |
|
|
Segment 1: Playing the IRS Audit Lottery |
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|
|
Segment 2: Phantom Stock & Stock Appreciation Rights |
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|
|
Segment 3: Special Guest – Karen McSteen, brandMatters |
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|
|
Segment 4: Dying Without a Will |
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|
| 05/20/07 |
|
|
Segment 1: Running a Business with Your Spouse |
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|
|
Segment 2: Business Succession Planning |
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|
|
Segment 3: Special Guest – Dean Makarita, Long & Foster |
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|
|
Segment 4: LLC’s and Real Estate |
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|
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|
| 05/13/07 |
|
|
Segment 1: Guardians & Conservators |
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|
|
Segment 2: How Do Business Owners Borrow Money? |
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|
|
Segment 3: Special Guest – Lisa Gercenstein, BF Saul Mortgage |
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|
|
Segment 4: Pre-Nuptial & Post-Nuptial Agreements |
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|
| 05/06/07 |
|
|
Segment 1: Writing a Business Plan |
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|
|
Segment 2: Gift Tax System |
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|
|
Segment 3: Special Guest – Candi Kaplan, Kaplan Financial Group |
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|
|
Segment 4: Define a LLLP |
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|
|
|
| 04/29/07 |
|
|
Segment 1: Estate & Gift Taxes Imposed on Transfers of Assets |
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|
|
Segment 2: 529 Plans |
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|
|
Segment 3: Special Guest – Paul Pagnato, First VP Investments, Merrill Lynch |
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|
|
Segment 4: Reps and Warranties in a Contract |
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|
|
|
| 04/22/07 |
|
|
Segment 1: 10 Tips for Smooth Transition After Buying a Business |
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|
|
Segment 2: Common Non-tax Estate Planning Mistakes |
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|
|
Segment 3: Julie Lenzer Kirk, Author |
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|
|
Segment 4: Automated Help Desks |
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|
|
|
| 04/15/07 |
|
|
Segment 1: Self-Canceling Installment Notes |
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|
|
Segment 2: Trade Secrets |
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|
|
Segment 3: Jeanne O’Kelley, Senior VP, Vangent |
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|
|
Segment 4: S Corporations |
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|
|
|
| 04/08/07 |
|
|
Segment 1: Disinheriting Relatives |
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|
|
Segment 2: 10 Reasons to Honor Contracts |
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|
|
Segment 3: Neal Simon, Pres & CEO Highline Wealth Mangmnt |
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|
|
Segment 4: Email Questions on Revocable Living Trusts |
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|
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|
| 04/01/07 |
|
|
Segment 1: Living Wills |
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|
|
Segment 2: Living Wills Continued |
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|
|
Segment 3: Jon Shames, Partner, E&Y LLP |
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|
|
Segment 4: Asset Protection & Powers |
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|
|
|
| 03/25/07 |
|
|
Segment 1: Powers of Attorney |
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|
|
Segment 2: Fairness Opinions |
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|
|
Segment 3: Jennifer Garrett, President, People Tactics, Inc. |
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|
|
Segment 4: Offshore Asset Protection Trusts |
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|
|
|
| 03/18/07 |
|
|
Segment 1: Business Advisers |
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|
|
Segment 2: Buy/Sell Agreements |
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|
|
Segment 3: Rob Jolles, President, Jolles Associates |
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|
|
Segment 4: Valuing a Business |
|
|
|
|
| 03/11/07 |
|
|
Segment 1: Mergers & Acquisitions |
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|
|
Segment 2: Revocable Living Trusts |
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|
|
Segment 3: Marc Engel, Partner, Learch, Early & Brewer |
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|
|
Segment 4: Non Qualified Stock Options |
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|
|
|
| 03/04/07 |
|
|
Segment 1: Tax Law Changes |
|
|
|
Segment 2: 10 Common Asset Protection Mistakes |
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|
|
Segment 3: David Eisner, President & CEO, Dataprise |
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|
|
Segment 4: Private Equity Investing |
|
|
|
|
| 02/25/07 |
|
|
Segment 1: 10 Common Estate Planning Mistakes |
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|
|
Segment 2: 10 Common Estate Planning Mistakes Continued |
|
|
|
Segment 3: Doug Poretz, Parner, Qorvis |
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|
|
Segment 4: Business Ownership |
|
|
|
|
| 02/18/07 |
|
|
Segment 1: Private Foundations |
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|
|
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 Options |
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|
|
Segment 3: Peter Vidi, President, Vidi Appraisal Services, Inc. |
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|
|
Segment 4: Mergers & Acquisitions with Stock Options |
|
|
|
|
| 02/04/07 |
|
|
Segment 1: Introduction to Blueprint for Wealth |
|
|
|
Segment 2: FLLC’s & FLP’s |
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|
|
Segment 3: Marissa Levin, CEO, Information Experts |
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|
|
Segment 4: Business Advisers |
