Podcast Archive: 2012

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