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Creating A Blueprint For Wealth

Home » Podcasts 2010

Podcasts 2010

01/08/11:

Segment 1:  Revocable Trusts & Funding
Segment 2:  Segment 2: Katharine Giacalone, President, KGWorks
01/01/11:

Segment 1:  Estate Tax Changes
Segment 2:  Steven Gaffney, Steven Gaffney Company
12/25/10:

Segment 1:
Segment 2:
12/18/10:

Segment 1:  Single Member LLC’s
Segment 2: Bob Marik, The Litchfield Group, LLC
12/11/10:

Segment 1:  Obama-GOP Tax Compromise
Segment 2:  Rabbi Jonathan Perlman, United Jewish Endowment Fund
12/04/10:

Segment 1:  Charitable Giving Techniques
Segment 2:  Lucinda Crabtree, President, Crabtree & Company
11/27/10:

Segment 1: Protecting Intellectual Property
Segment 2: Pete Howton, Chief Executive Officer, Kingfisher Systems, Inc.
11/20/10:

Segment 1:  Unusual Year-End Tax Planning
Segment 2:  Anne-Day McCabe, CRPC®Co-owner, VP, Chartered Retirement Planning Counselor, CAM Private Wealth Services, Wells Fargo Advisors Financial Network
11/15/10:

Segment 1:  Transaction Advisors
Segment 2: Mary Ellen Barringer, Sequoia Philanthropic, LLC
11/08/10:

Segment 1:  Small Business Jobs Act Tax Provisions
Segment 2: Richard Knop, Managing Member, FedCap Partners, LLC
10/30/10:

Segment 1:  Secure Your Data Now!
Segment 2: Steven L. Skancke, Ph.D., Chief Investment Officer & Family Wealth Advisor
10/16/10:

Segment 1:  Allocation Purchase Price
Segment 2: Heidi Kallett, President and CEO, The Dandelion Patch
10/09/10:

Segment 1:  Providing for Furry Friends
Segment 2: Dr. Cheryl Olson, Health Behavior Change Consultant, Researcher, Author, Program Evaluation Consultant, Speaker, Interviewer, Spokesperson, Media Producer
10/02/10:

Segment 1:  Negotiating
Segment 2: Jeffrey Nay, Owner, Sandler Training
09/25/10:

Segment 1:  Federal Financing
Segment 2:  Michael Beirne, Managing Partner, TAG, The Acceleration Group
09/18/10:

Segment 1:  Licenses/Permits
Segment 2: Adam Zell, Financial Advisor, Morgan Stanley Smith Barney, LLC
09/11/10:

Segment 1:  Finding a Buyer
Segment 2:  Michele Woodward, Certified Coach, Author, Advice Columnist, Speaker
09/04/10:

Segment 1:  Living Wills
Segment 2:  Dr. Lawrence Kutner, Jack Kent Cooke Foundation
08/28/10:

Segment 1:  4 Ways to Leave Your Business
Segment 2:  Deen Salami, Vantage Financial Solutions, LLC
08/21/10:

Segment 1:  More on Unmarried Partners
Segment 2:  Margaret Walpole, Metropolitan Business Council
08/14/10:

Segment 1:  Federal Supercreditors
Segment 2: Dave Neumaier & Justin Tsuchida Co-Owners & Senior Systems Designers, Closer Care
08/07/10:

Segment 1:  Non-Stock Incentives
Segment 2: Mitchell Freedman, Vice President, Lane McVicker
07/31/10:

Segment 1:  Reasonable Compensation
Segment 2: Matthew Quinn, Executive Vice President, Quinn’s Auction Galleries
07/24/10:

Segment 1:  Stock Option Tips
Segment 2: Bruce Babashan, President, LeaderBridge, LLC
07/17/10:

Segment 1:  Board of Directors
Segment 2: Judy Freeman, Executive Business Coach, Action COACH
07/10/10:

Segment 1:  Where’s Your Data
Segment 2: Robert Brokamp Advisor for The Motley Fool’s Rule Your Retirement Service
07/03/10:

Segment 1:  New Taxes for S Corps
Segment 2: Steven Freidkin, President and Founder of Ntiva, Inc.
06/26/10:

Segment 1:  Using Insurance with Charitable Giving
Segment 2: Dr. Stan Surette, Ed.D, MBS, Freedom Tax & Retirement Advisors LLC
06/19/10:

Segment 1:  Efficient Giving
Segment 2: Michael Loftus and Elise Lindsey, Production Associates
06/12/10:

Segment 1:  Advance Medical Directives
Segment 2: Steve Thormahlen, PNC, Wealth Mgmt
06/05/10:

Segment 1:  Business Succession Planning Issues
Segment 2:  Michele Woodward, Certified Coach, Author, Advice Columnist, Speaker
05/29/10:

Segment 1: Donating Non-Publicly Traded Property
Segment 2: Michael Tinsley, President, NeoSystems Corporation
05/22/10:

Segment 1: 10 Most Common Asset Protection Mistakes
Segment 2: Linda Dunphy, Executive Director, Doorways for Women and Families
05/15/10:

Segment 1: Choosing the Right Entity for Your New Business
Segment 2: Katharine Giacalone, President, KGWorks
05/08/10:

Segment 1: Being an Entrepreneur
Segment 2: Joey Musmar, CPA, MillerMusmar,PC
05/01/10:

Segment 1: The IRS Dirty Dozen
Segment 2: Juanita Hardy, Managing Principal, Tiger Management Consulting Group
04/24/10:

Segment 1: Surtax on Unearned Income
Segment 2: Bob Burich, Senior Partner, Georgetown Consulting
04/17/10:

Segment 1: Successor Trustee Liability
Segment 2: Don Strehle, Regional President – Northern VA, BB&T
04/10/10:

Segment 1: More New Tax Laws
Segment 2: Jennifer Bisceglie, President, Interos Solutions, Inc.
04/03/10:

Segment 1: New Tax Laws
Segment 2: Kristen McAlister, Executive VP, Cerius Interim Executive Solutions
03/27/10:

Segment 1: Family Education – Part 2
Segment 2: Bill Hornbeck, Capital Hospice
03/20/10:

Segment 1: Family Education – Part 1
Segment 2: Lisa Banks, Fairfax Court Appointed Special Advocates
03/13/10:

Segment 1: Life Insurance for Closely Held Businesses
Segment 2: Creig Northrop, Long & Foster
03/06/10:

Segment 1: Charging Orders
Segment 2: Ed Peters, CEO, OpenConnect Systems
02/27/10:

Segment 1: Restricted Stock
Segment 2: David Fuscus, CEO & President, Xenophon Strategies
02/20/10:

Segment 1: Planning for Large Applicable Exclusion Amounts
Segment 2: Marco Sies, Author, Coach, Instructor, 7 x International Kickboxing Champion
02/13/10:

Segment 1: Employee or Independent Contractor
Segment 2: Kathy Koman Frey, The Hot Momma’s Project
02/06/10:

Segment 1: Estate Tax Planning for Same Sex Couples
Segment 2: Michelle DiCintio, Principal, Zell Law
01/30/10:

Segment 1: Choosing a Trustee
Segment 2: Margarita Rozenfeld, Incite International
01/23/10:

Segment 1: Identity Theft
Segment 2: Marissa Levin, CEO, Information Experts
01/16/10:

Segment 1: Estate Tax Changes
Segment 2: Steve Cassaday, President, Cassaday & Company, Inc.
01/09/10:

Segment 1: Steps in Diligence
Segment 2: Peter Fitzgerald, Chairman of the Board, Chain Bridge Bank
01/02/10:

Segment 1: Closely Held Businesses in Trust
Segment 2: Tim Reichert, Chief Executive Officer, Veritax Property Advisors