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Podcasts 2008

12/27/08 Demise of Offshore Tax Havens
Sherman Moore, PNC Advisors
12/20/08 Offshore Asset Protection Trusts
Ted Davis, Ameriprise Financial Services
12/13/08 Qualified Personal Residence Trusts
John Allen, BB&T Capital/Windsor Group
12/06/08 10 Most Common Asset Protection Mistakes
Mark Joseph, Sentinel Wealth
11/22/08 Jim Bruyette, Harris SBSB
11/16/08 Rich LaFleur, Grant Thornton
11/09/08 Segment 3: Kent Berner, Innovative Technology Systems
11/02/08 Segment 3: Alan Brenner, Dataprise
10/26/08 Segment 1: Emergency Stabilization Act-Tax
Segment 2: Types of Trusts cont.
Segment 3: Ed Blum, Blum & Co.
Segment 4: Audience Emails
10/19/08 Segment 1: Types of Trusts
Segment 2: Estate Freeze Trust
Segment 3: Jack Davies, Venture Philanthropy Partners
Segment 4: Audience Emails
10/12/08 Segment 3: Rob Jolles, Author/Speaker
10/05/08 Segment 3: Rob Jolles, Author/Speaker
09/28/08 Segment 1: Like Kind Exchanges of Real Estate
Segment 2: Negotiating a Commercial Lease
Segment 3: Julie Lenzer Kirk, Author
Segment 4: Audience Emails
09/21/08 Segment 1: Teaming for Large Gov’t Contracts
Segment 2: Living Wills
Segment 3: Kelly Campbell, Campbell Wealth Mgmt.
Segment 4: Audience Emails
09/14/08 Segment 3: Jim Bruyette, Harris SBSB
09/07/08 Segment 3: Bernard Reese, Cornerstone Financial Partners
08/31/08 Segment 1: Teaming for Large Gov’t Contracts
Segment 2: International Tax
Segment 3: Peter Market, Market Financial Service
Segment 4: Audience Emails
08/24/08 Segment 1: Financial Planner Sentenced!
Segment 2: Captive Insurance Companies
Segment 3: Robert Brokamp, Motley Fool.com
Segment 4: Audience Emails
08/17/08 Segment 1: Family LLC
Segment 2: Transferring Business Interests to Children
Segment 3: Larry Fox, The Values Group
Segment 4: Audience Emails
08/10/08 Segment 1: M&A Transaction Tips for Buyers & Sellers
Segment 2: 409A Primer
Segment 3: Chris Versace, Agile Capital Mgmt
Segment 4: Audience Emails
08/03/08 Segment 1: Ten Levels of Estate Planning
Segment 2: Qualified Personal Residence Trust
Segment 3: Eva Neumann, ENC Marketing
Segment 4: Audience Emails
07/27/08 Segment 1: Covenants Not to Compete
Segment 2: Intentionally Defective Grantor Trusts
Segment 3: Cynthia de Lorenzi, Success in the City
Segment 4: Audience Emails
07/06/08 Segment 1: Charitable Giving – Mission Drift
Segment 2: Golden Parachutes
Segment 3: David Eisner: Dataprise
Segment 4: Audience Emails
06/29/08 Segment 1: Top 10 Estate Planning Myths
Segment 2: 12 Basic Questions on Long-Term Care Insurance
Segment 3: Andy Gilman: Commcore Consulting Group
Segment 4: Audience Emails
06/22/08 Segment 1: The Golden Goose
Segment 2: Do You Need Life Insurance?
Segment 3: Kristi Hedges: The Hedges Company
Segment 4: Audience Emails
06/15/08 Segment 3: Brett Weinroth: Exclusive Resorts
06/08/08 Segment 1: Revocable Living Trusts
Segment 2: Top 11 Issues Facing Business Owners When Structuring Buy-Sell Agreements
Segment 3: Marissa Levin: Information Experts
Segment 4: Audience Emails
06/01/08 Segment 1: So-Called 529 Plans
Segment 2: Capital Gains Taxes
Segment 3: Julie Lenzer Kirk: Author
Segment 4: Audience Emails
05/25/08 Segment 1: Top 12 Life Insurance Mistakes, Part 2
Segment 2: Top 12 Life Insurance Mistakes, Part 2 (Continued)
Segment 3: Robert Smith: iCAT Systems
Segment 4: Audience Emails
05/18/08 Segment 1: Conservation Easement
Segment 2: Top 12 Life Insurance Mistakes
Segment 3: Joe Young: Chesapeake Financial Settlements, LLC
Segment 4: Audience Emails
05/11/08 Segment 1: Trust Fund Baby
Segment 2: 10 Common Asset Protection Mistakes
Segment 3: Matt Anderson: Robert W. Baird & Co.
Segment 4: Audience Emails
05/04/08 Segment 1: The Wealthy Also Pay Taxes
Segment 2: 5 Estate Tax Blunders
Segment 3: David Wexler; Greenberg, Wexler & EIG
Segment 4: Audience Emails
04/27/08 Segment 1: Federal Estate Tax Exemption
Segment 2: Non-Profit Basics
Segment 3: Rob Jolles, Author/Speaker
Segment 4: Audience Emails
04/20/08 Segment 1: 10 Probate & Estate Planning Tips for 2008
Segment 2: Life Insurance Options
Segment 3: Rob Jolles, Author/ Speaker
Segment 4: Audience Emails
04/13/08 Segment 3: David Bekenstein, Ameriprise Financial
04/06/08 Segment 3: Scott DiGimarrino, Ameriprise Financial
03/30/08 Segment 1: Wealth Replacement Trusts
Segment 2: Uniform Gift to Minors
Segment 3: Neal Simon, Highline Wealth Mangement
Segment 4: Audience Emails
03/23/08 Segment 1: Buy Sell Agreements Part I
Segment 2: Buy Sell Agreements Part II
Segment 3: Mark Joseph, Sentinel Wealth
Segment 4: Audience Emails
03/16/08 Segment 1: Creating an LLC Operating Agreement
Segment 2: Federal Taxes on Estates
Segment 3: Jim Long, Venture Cross
Segment 4: Audience Emails
03/09/08 Segment 1: Buy Sell Agreements
Segment 2: Top 10 Wealth Transfer Mistakes
Segment 3: Len Metheny
Segment 4: Audience Emails
03/02/08 Segment 1: Incentive Trusts 
Segment 2: Stock Options
Segment 3: Robert Brokamp
Segment 4: Audience Emails
02/24/08 Segment 1: Equity Incentives
Segment 2: Borrowing Against Your Home
Segment 3: Kristi Hedges, The Hedges Company
Segment 4: Audience Emails
02/17/08 Segment 1: Grats Part 2
Segment 2: Different Ways to Make Charitable Gifts
Segment 3: Jim Beaupre, FedResults, Inc.
Segment 4: Audience Emails
02/10/08 Segment 1:
Segment 2:
Segment 3: Marc Engel, Learch Early
Segment 4: Audience Emails
02/03/08 Segment 1:
Segment 2:
Segment 3: Marissa Levin, Information Experts
Segment 4: Audience Emails
01/27/08 Segment 1: Buy Sell Agreements
Segment 2: Common Asset Protection Mistakes
Segment 3: Andy Gilman, Commcore Consulting Group
Segment 4: Audience Emails
01/20/08 Segment 1: Incorporating Your Business, To Do’s
Segment 2: Important Commercial Lease Terms
Segment 3: Peggy O’Reilly, Elder Law
Segment 4: Audience Emails
01/13/08 Segment 1: Different Kinds of Trusts
Segment 2: Grantor Retained Annuity Trusts
Segment 3: Dean Makarita, Long & Foster
Segment 4: Audience Emails
01/06/08 Segment 1: Like Kind Exchanges of Real Estate
Segment 2: Negotiating the Best Commercial Lease Terms
Segment 3: Julie Lenzer Kirk, Author