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Blueprint for Wealth Radio 2010
Blueprint for Wealth
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Blueprint for Wealth Radio 2010
January 28, 2011
By
Wayne Zell
home
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, Vice President, 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, Media Producer,
Program Evaluation Consultant, Speaker, Interviewer, Spokesperson
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, Master 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, Metropolitian 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, Master 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
3/27/10
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