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 decuction 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:
Segment 2: 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