01/08/11 Segment 1: Revocable Trusts & Funding |
Segment 2: Segment 2: Katharine Giacalone, President, KGWorks |
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01/01/11 Segment 1: Estate Tax Changes |
Segment 2: Steven Gaffney, Steven Gaffney Company |
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12/25/10 Segment 1: |
Segment 2: |
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12/18/10 Segment 1: Single Member LLC’s |
Segment 2: Bob Marik, The Litchfield Group, LLC |
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12/11/10 Segment 1: Obama-GOP Tax Compromise |
Segment 2: Rabbi Jonathan Perlman, United Jewish Endowment Fund |
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12/04/10 Segment 1: Charitable Giving Techniques |
Segment 2: Lucinda Crabtree, President, Crabtree & Company |
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11/27/10 Segment 1: Protecting Intellectual Property |
Segment 2: Pete Howton, Chief Executive Officer, Kingfisher Systems, Inc. |
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11/20/10 Segment 1: Unusual Year-End Tax Planning |
Segment 2: Anne-Day McCabe, CRPC®Co-owner, Vice President, Chartered Retirement Planning Counselor, |
CAM Private Wealth Services, Wells Fargo Advisors Financial Network |
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11/15/10 Segment 1: Transaction Advisors |
Segment 2: Mary Ellen Barringer, Sequoia Philanthropic, LLC |
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11/08/10 Segment 1: Small Business Jobs Act Tax Provisions |
Segment 2: Richard Knop, Managing Member, FedCap Partners, LLC |
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10/30/10 Segment 1: Secure Your Data Now! |
Segment 2: Steven L. Skancke, Ph.D., Chief Investment Officer & Family Wealth Advisor |
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10/16/10 Segment 1: Allocation Purchase Price |
Segment 2: Heidi Kallett, President and CEO, The Dandelion Patch |
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10/09/10 Segment 1: Providing for Furry Friends |
Segment 2: Dr. Cheryl Olson, Health Behavior Change Consultant, Researcher, Author, Media Producer, |
Program Evaluation Consultant, Speaker, Interviewer, Spokesperson |
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10/02/10 Segment 1: Negotiating |
Segment 2: Jeffrey Nay, Owner, Sandler Training |
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09/25/10 Segment 1: Federal Financing |
Segment 2: Michael Beirne, Managing Partner, TAG, The Acceleration Group |
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09/18/10 Segment 1: Licenses/Permits |
Segment 2: Adam Zell, Financial Advisor, Morgan Stanley Smith Barney, LLC |
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09/11/10 Segment 1: Finding a Buyer |
Segment 2: Michele Woodward, Master Certified Coach, Author, Advice Columnist, Speaker |
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09/04/10 Segment 1: Living Wills |
Segment 2: Dr. Lawrence Kutner, Jack Kent Cooke Foundation |
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08/28/10 Segment 1: 4 Ways to Leave Your Business |
Segment 2: Deen Salami, Vantage Financial Solutions, LLC |
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08/21/10 Segment 1: More on Unmarried Partners |
Segment 2: Margaret Walpole, Metropolitian Business Council |
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08/14/10 Segment 1: Federal Supercreditors |
Segment 2: Dave Neumaier & Justin Tsuchida Co-Owners & Senior Systems Designers, Closer Care |
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08/07/10 Segment 1: Non-Stock Incentives |
Segment 2: Mitchell Freedman, Vice President, Lane McVicker |
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07/31/10 Segment 1: Reasonable Compensation |
Segment 2: Matthew Quinn, Executive Vice President, Quinn’s Auction Galleries |
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07/24/10 Segment 1: Stock Option Tips |
Segment 2: Bruce Babashan, President, LeaderBridge, LLC |
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07/17/10 Segment 1: Board of Directors |
Segment 2: Judy Freeman, Executive Business Coach, Action COACH |
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07/10/10 Segment 1: Where’s Your Data |
Segment 2: Robert Brokamp Advisor for The Motley Fool’s Rule Your Retirement service |
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07/03/10 Segment 1: New Taxes for S Corps |
Segment 2: Steven Freidkin, President and Founder of Ntiva, Inc. |
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06/26/10 Segment 1: Using Insurance with Charitable Giving |
Segment 2: Dr. Stan Surette, Ed.D, MBS, Freedom Tax & Retirement Advisors LLC |
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06/19/10 Segment 1: Efficient Giving |
Segment 2: Michael Loftus and Elise Lindsey, Production Associates |
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06/12/10 Segment 1: Advance Medical Directives |
Segment 2: Steve Thormahlen, PNC, Wealth Mgmt |
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06/05/10 Segment 1: Business Succession Planning Issues |
Segment 2: Michele Woodward, Master Certified Coach, Author, Advice Columnist, Speaker |
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05/29/10 Segment 1: Donating Non-Publicly Traded Property |
Segment 2: Michael Tinsley, President, NeoSystems Corporation |
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05/22/10 Segment 1: 10 Most Common Asset Protection Mistakes |
Segment 2: Linda Dunphy, Executive Director, Doorways for Women and Families |
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05/15/10 Segment 1: Choosing the Right Entity for Your New Business |
Segment 2: Katharine Giacalone, President, KGWorks |
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05/08/10 Segment 1: Being an Entrepreneur |
Segment 2: Joey Musmar, CPA, MillerMusmar,PC |
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05/01/10 Segment 1: The IRS Dirty Dozen |
Segment 2: Juanita Hardy, Managing Principal, Tiger Management Consulting Group |
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04/24/10 Segment 1: Surtax on Unearned Income |
Segment 2: Bob Burich, Senior Partner, Georgetown Consulting |
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04/17/10 Segment 1: Successor Trustee Liability |
Segment 2: Don Strehle, Regional President – Northern VA, BB&T |
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04/10/10 Segment 1: More New Tax Laws |
Segment 2: Jennifer Bisceglie, President, Interos Solutions, Inc. |
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04/03/10 Segment 1: New Tax Laws |
Segment 2: Kristen McAlister, Executive VP, Cerius Interim Executive Solutions |
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3/27/10 Segment 1: Family Education – Part 2 |
Segment 2: Bill Hornbeck, Capital Hospice |
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03/20/10 Segment 1: Family Education – Part 1 |
Segment 2: Lisa Banks, Fairfax Court Appointed Special Advocates |
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03/13/10 Segment 1: Life Insurance for Closely Held Businesses |
Segment 2: Creig Northrop, Long & Foster |
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03/06/10 Segment 1: Charging Orders |
Segment 2: Ed Peters, CEO, OpenConnect Systems |
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02/27/10 Segment 1: Restricted Stock |
Segment 2: David Fuscus, CEO & President, Xenophon Strategies |
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02/20/10 Segment 1: Planning for Large Applicable Exclusion Amounts |
Segment 2: Marco Sies, Author, Coach, Instructor, 7 x International Kickboxing Champion |
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02/13/10 Segment 1: Employee or Independent Contractor |
Segment 2: Kathy Koman Frey, The Hot Momma’s Project |
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02/06/10 Segment 1: Estate Tax Planning for Same Sex Couples |
Segment 2: Michelle DiCintio, Principal, Zell Law |
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01/30/10 Segment 1:Choosing a Trustee: |
Segment 2: Margarita Rozenfeld, Incite International |
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01/23/10 Segment 1: Identity Theft |
Segment 2: Marissa Levin, CEO, Information Experts |
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01/16/10 Segment 1: Estate Tax Changes |
Segment 2: Steve Cassaday, President, Cassaday & Company, Inc. |
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01/09/10 Segment 1: Steps in Diligence |
Segment 2: Peter Fitzgerald, Chairman of the Board, Chain Bridge Bank |
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01/02/10 Segment 1: Closely Held Businesses in Trust |
Segment 2: Tim Reichert, Chief Executive Officer, Veritax Property Advisors |