Podcasts 2012

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Podcast Archive: 2012

Listen to the Podcasts Archives from 2012 Below

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12/29/12:

Segment 1: Private Equity, Part 2 of 2

Segment 2: Emily Richards, Founder & President of Sade Clarity

12/22/12:

Segment 1: Private Equity, Part 1 of 2

Segment 2: Mark Pollak, Amerprise Financial Services, Inc.

12/15/12:

Segment 1: Fiscal Cliff

Segment 2: Michael Heller & Sally Lee, Pillar One Consulting

12/08/12:

Segment 1: Expatriation Tax Rules

Segment 2: Katharine Giacalone, President KGWorks

12/01/12:

Segment 1: Bowles Simpson Proposal

Segment 2: Brent Lorenz, Vice President The McLean Group, LLC

11/24/12:

Segment 1: 2012 Tax Planning Strategies Assuming the Bush Tax Cuts Expire

Segment 2: John Allen, CEO of Bluestone Capital Partners

11/17/12:

Segment 1: Fiscal Cliff

Segment 2: Clark Kendall, President and Founder of Kendall Capital

11/10/12:

Segment 1: Things to be Aware of When you Set-Up & Incorporate Your Business

Segment 2: Kim Natovitz, President & Founder of the Natovitz Group

11/03/12:

Segment 1: Life Insurance Planning for Closely Held Businesses

Segment 2: Mark J. Gold, President, The Gold Group, LLC

10/27/12:

Segment 1: How to Claim a Deduction for the Business Use of Your Home

Segment 2: Paul Pagnato, Hightower Advisors

10/20/12:

Segment 1: Beneficiary Reckless Spending

Segment 2: Ruth Ann Clark, Wells Fargo Commercial

10/13/12:

Segment 1: Flat Tax

Segment 2: Andy Smith of the McLean Group, LLC

10/06/12:

Segment 1: Top 10 Planning Rules for Managing Your Stock Options

Segment 2: Wendy Ann Payne, Life Stage Transitions

09/29/12:

Segment 1:  Service Level Agreements

Segment 2:  Dave Zangrilli, Odin, Feldman & Pittleman, P.C.

09/22/12:

Segment 1: Reps and Warranties Insurance  

Segment 2: Marc Wishkoff, Chevy Chase Trust

09/15/12:

Segment 1: 9 Little Known Strategies That May Save You Thousands of Dollars in Taxes

Segment 2: David Wexler, CLU, ChFC, Greenberg, Wexler & EIG

09/08/12:

Segment 1: Ins and Outs of Business Succession Planning

Segment 2: Brian O’Hear, Calkain Companies, Inc.

08/25/12:

Segment 1: Accounting Tips for Start-Ups

Segment 2: LuAnn Dean, President and Founder of PS Charities and President of Professional Solutions

08/18/12:

Segment 1: Life Insurance Planning for Closely Held Businesses

Segment 2: Melody Smith, Federal Schedules, Inc.

08/11/12:

Segment 1: Top 10 Planning Rules for Managing Your Stock Options

Segment 2: Sarah Cato, First Financial Group

08/04/12:

Segment 1: Gifting & Lifetime Transfer Strategies in Estate Planning

Segment 2: Eddie Fam, Impact Marketing & Events

07/28/12:

Segment 1: Benefits of Using Phantom Stock Plans

Segment 2: David Adelman, Founder and CEO of Reel Tributes

07/14/12:

Segment 1: Prospects for Tax Reform

Segment 2: Lars Okeson, Bernstein Global Wealth Management

07/07/12:

Segment 1: Limited Liability Companies

Segment 2: Marissa Levin, CEO Information Experts and CEO Successful Culture

06/30/12:

Segment 1: Spousal Lifetime Access Trust

Segment 2: Peter Suyama, Amerprise Financial Services, Inc.

06/23/12:

Segment 1: Start-up Equity

Segment 2: Heather Rosen, Franchise Consultant of FranNet of Virginia

06/16/12:

Segment 1: Severance Pay

Segment 2: Adam Chafetz, Health Communications, Inc.

06/09/12:

Segment 1: Building Relationship Capital

Segment 2: Rick Lesan, Founder, Chief Executive Officer and Chief Investment Office of Frontier Advisors

06/02/12:

Segment 1: Top 10 Legal Mistakes Entrepreneurs Make

Segment 2: Doug McPherson, McPherson Enterprises, LLC

05/26/12:

Segment 1: The Largest Tax Increase in U.S. History, Part 2 of 2

Segment 2: Emily Richards, Founder and President, Sade Clarity

05/19/12:

Segment 1: The Largest Tax Increase in U.S. History, Part 1 of 2

Segment 2: Mike Baker, Vice President, Morgan Stanley Smith Barney

05/12/12:

Segment 1: Pros and Cons of Probate

Segment 2: Thomas Seneca, Partner, T.M. Wealth Management

05/05/12:

Segment 1: George Cranwell

04/28/12:

Segment 1: Things to be Aware of When you Set-Up & Incorporate Your Business

Segment 2: Kim Natovitz, President & Founder of the Natovitz Group

04/21/12:

Segment 1: Incentive Trusts & Their Uses in Estate Planning

Segment 2: John Aggrey, Managing Partner of BizGravity

04/14/12:

Segment 1: 8 Income Items the IRS Cannot Touch for Income Tax Purposes

Segment 2: Jeremy Farber, President & CEO of PC Recycler

04/07/12:

Segment 1: Top 10 Income Tax Deductions People Miss

Segment 2: David Schombert, Founder, President and CIO, Metropolitan Capital Strategies, LLC

03/31/12:

Segment 1: Choosing a Successor Trustee

Segment 2: Sharon M. Snow, CEO, COO, Metropolitan Capital Strategies, LLC

03/24/12:

Segment 1: 10 Most Common Asset Protection Mistakes

Segment 2: Richard Lesan, Founder, Frontier Advisors

03/17/12:

Segment 1: Non-Tax Estate Planning Mistakes by Attorneys

Segment 2: Jeffrey McCandless, Managing Partner, Stone Harbour Partners

03/10/12:

Segment 1: Directors & Officers Insurance

Segment 2: Stuart Ritter, T. Rowe Price Family Finance Expert

03/03/12:

Segment 1: Dividing Tangible Personal Property

Segment 2: Leonard Wolf, CPA, The Wolf Group

02/25/12:

Segment 1: Picking the Right Trustee & Executor

Segment 2: Gina Murphy-Darling, Mrs. Green’s World

02/18/12:

Segment 1: Data Privacy

Segment 2: Paul Gurman, Gurman & Company PLLC

02/11/12:

Segment 1: Finding a Qualified Buyer for Your Business

Segment 2: Todd Feldman, Director, CORE Financial Directory

02/04/12:

Segment 1: Raising Money for Real Estate Deals

Segment 2: Bradley Howe, Managing Director, Intellisource Financial Services

01/28/12:

Segment 1: Five Ways to Keep From Being Sued

Segment 2: Dr. Alan Dappen, DocTalker

01/21/12:

Segment 1: Inherited IRA’s

Segment 2: Caroline A. Miller, MAPP

01/14/12:

Segment 1: Non-Compete Agreements

Segment 2: Kevin Hanford, Hanford Financial Strategies

01/07/12:

Segment 1: Paul Pagnato, Hightower Advisors

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Zell Law

Lifetime Advisors for Entrepreneurs, Executives, Founders and Business Owners throughout the U.S.

Our team at Zell Law assists clients in Reston and throughout Northern Virginia, Maryland, the D.C. metropolitan area, and nationwide. Our attorneys have over 35 years of legal experience, and our founder, Wayne M. Zell, Esq., has served as a certified public accountant (CPA) for more than 40 years. Our firm operates as a one-stop-shop for business leaders, executives, and entrepreneurs throughout the United States. We operate at the intersection of business planning, tax planning, and estate planning and can provide you or your company with comprehensive legal guidance and advice. Meeting your needs is our top priority, and we are committed to adding measurable value to your life or commercial enterprise. 


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