| 12/27/08 |
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Demise of Offshore Tax Havens |
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Sherman Moore, PNC Advisors |
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| 12/20/08 |
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Offshore Asset Protection Trusts |
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Ted Davis, Ameriprise Financial Services |
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| 12/13/08 |
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Qualified Personal Residence Trusts |
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John Allen, BB&T Capital/Windsor Group |
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| 12/6/08 |
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10 Most Common Asset Protection Mistakes |
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Mark Joseph, Sentinel Wealth |
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| 11/22/08 |
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Jim Bruyette, Harris SBSB |
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| 11/16/08 |
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Rich LaFleur, Grant Thornton |
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| 11/09/08 |
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Segment 3: Kent Berner, Innovative Technology Systems |
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| 11/02/08 |
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Segment 3: Alan Brenner, Dataprise |
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| 10/26/08 |
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Segment 1: Emergency Stabilization Act-Tax |
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Segment 2: Types of Trusts cont. |
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Segment 3: Ed Blum, Blum & Co. |
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Segment 4: Audience emails |
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| 10/19/08 |
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Segment 1: Types of Trusts |
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Segment 2: Estate Freeze Trust |
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Segment 3: Jack Davies, Venture Philantropy Partners |
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Segment 4: Audience emails |
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| 10/12/08 |
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Segment 3: Rob Jolles, Author/Speaker |
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| 10/5/08 |
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Segment 3: Rob Jolles, Author/Speaker |
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| 9/28/08 |
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Segment 1: Like Kind Exchanges of Real Estate |
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Segment 2: Negogiating a Commercial Lease |
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Segment 3: Julie Lenzer Kirk, Author |
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Segment 4: Audience Emails |
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| 9/21/08 |
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Segment 1: Teaming for Large Govt Contracts |
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Segment 2: Living Wills |
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Segment 3: Kelly Campbell, Campbell Wealth Mgmt. |
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Segment 4: Audience Emails |
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| 9/14/08 |
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Segment 3: Jim Bruyette, Harris SBSB |
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| 9/7/08 |
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Segment 3: Bernard Reese, Cornerstone Financial Partners |
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| 8/31/08 |
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Segment 1: Teaming for Large Govt Contracts |
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Segment 2: International Tax |
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Segment 3: Peter Market, Market Financial Service |
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Segment 4: Audience Emails |
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| 8/24/08 |
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Segment 1: Financial Planner Sentenced! |
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Segment 2: Captive Insurance Companies |
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Segment 3: Robert Brokamp, Motley Fool.com |
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Segment 4: Audience Emails |
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| 8/17/08 |
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Segment 1: Family LLC |
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Segment 2: Transferring Business interests to children |
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Segment 3: Larry Fox, The Values Group |
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Segment 4: Audience Emails |
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| 8/10/08 |
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Segment 1: M&A Transaction Tips for Buyers & Sellers |
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Segment 2: 409A Primer |
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Segment 3: Chris Versace, Agile Capital Mgmt |
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Segment 4: Audience Emails |
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| 8/3/08 |
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Segment 1:Ten levels of estate planning |
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Segment 2: Qualified personal residence trust |
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Segment 3: Eva Neumann, ENC Marketing |
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Segment 4: Audience emails |
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| 7/27/08 |
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Segment 1: Covenants not to Compete |
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Segment 2: Intentionally defective grantor trusts |
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Segment 3: Cynthia de Lorenzi, Success in the City |
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Segment 4: Audience emails |
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| 7/6/08 |
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Segment 1: Charitable Giving – Mission Drift |
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Segment 2: Golden Parachutes |
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Segment 3: David Eisner: Dataprise |
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Segment 4: Audience emails |
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| 6/29/08 |
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Segment 1: Top 10 Estate Planning Myths |
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Segment 2: 12 Basic Questions on Long-Term Care Insurance |
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Segment 3: Andy Gilman: Commcore Consulting Group |
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Segment 4: Audience emails |
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| 6/22/08 |
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Segment 1: The Golden Goose |
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Segment 2: Do You Need Life Insurance? |
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Segment 3: Kristi Hedges: The Hedges Company |
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Segment 4: Audience emails |
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| 6/15/08 |
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Segment 3: Brett Weinroth: Exclusive Resorts |
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| 6/8/08 |
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Segment 1: Revocable Living Trusts |
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Segment 2: Top 11 Issues Facing Business Owneres When Structuring Buy-sell Agreements |
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Segment 3: Marissa Levin: Information Experts |
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Segment 4: Audience emails |
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| 6/1/08 |
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Segment 1: So-called 529 Plans |
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Segment 2: Capital Gains Taxes |
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Segment 3: Julie Lenzer Kirk: Author |
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Segment 4: Audience emails |
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| 5/25/08 |
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Segment 1: Top 12 Life Insurance Mistakes, Part 2 |
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Segment 2: Top 12 Life Insurance Mistakes, Part 2 (continued) |
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Segment 3: Robert Smith: iCAT Systems |
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Segment 4: Audience emails |
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| 5/18/08 |
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Segment 1: Conservation Easement |
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Segment 2: Top 12 Life Insurance Mistakes |
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Segment 3: Joe Young: Chesapeake Financial Settlements LLC |
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Segment 4: Audience emails |
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| 5/11/08 |
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Segment 1: Trust Fund Baby |
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Segment 2: 10 Common Asset Protection Mistakes |
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Segment 3: Matt Anderson: Robert W. Baird & Co. |
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Segment 4: Audience emails |
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| 5/4/08 |
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Segment 1: The Wealthy also pay taxes |
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Segment 2: 5 Estate Tax Blunders |
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Segment 3: David Wexler; Greenberg, Wexler & EIG |
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Segment 4: Audience emails |
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| 4/27/08 |
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Segment 1: Federal Estate Tax Exemption |
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Segment 2: Nonprofit Basics |
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Segment 3: Rob Jolles, Author/Speaker |
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Segment 4:Audience emails |
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| 4/20/08 |
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Segment 1: 10 Probate & Estate Planning tips for 2008 |
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Segment 2: Life Insurance options |
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Segment 3: Rob Jolles, Author/ Speaker |
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Segment 4: Audience emails |
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| 4/13/08 |
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Segment 3: David Bekenstein, Ameriprise Financial |
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| 4/6/08 |
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Segment 3: Scott DiGimarrino, Ameriprise Financial |
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| 3/30/08 |
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Segment 1: Wealth Replacement Trusts |
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Segment 2: Uniform Gift to Minors |
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Segment 3:Neal Simon, Highline Wealth Mangement |
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Segment 4: Audience emails |
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| 3/23/08 |
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Segment 1: Buy Sell Agreements Part I |
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Segment 2: Buy Sell Agreements Part II |
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Segment 3:Mark Joseph, Sentinel Wealth |
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Segment 4: Audience emails |
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| 3/16/08 |
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Segment 1:Creating an LLC Operating Agrmnt |
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Segment 2:Federal Taxes on Estates: |
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Segment 3:Jim Long, Venture Cross |
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Segment 4:Audience emails |
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| 3/9/08 |
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Segment 1: Buy Sell Agreements |
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Segment 2: Top 10 Wealth Transfer Mistakes |
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Segment 3:Len Metheny |
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Segment 4: Audience emails |
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| 3/2/08 |
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Segment 1: Incentive Trusts |
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Segment 2: Stock Options |
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Segment 3: Robert Brokamp |
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Segment 4: Audience emails |
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| 2/24/08 |
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Segment 1: Equity Incentives |
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Segment 2: Borrowing Against your Home |
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Segment 3: Kristi Hedges, The Hedges Company |
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Segment 4: Audience emails |
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| 2/17/08 |
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Segment 1: Grats Part 2 |
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Segment 2: Different ways to make Charitable Gifts |
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Segment 3: Jim Beaupre, FedResults, Inc. |
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Segment 4: Audience emails |
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| 2/10/08 |
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Segment 1 |
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Segment 2 |
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Segment 3: Marc Engel, Learch Early |
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Segment 4: Audience Emails |
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| 2/03/08 |
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Segment 1 |
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Segment 2 |
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Segment 3: Marissa Levin, Information Experts |
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Segment 4: Audience Emails |
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| 1/27/08 |
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Segment 1: Buy Sell Agreements |
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Segment 2: Common Asset Protection Mistakes |
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Segment 3: Andy Gilman, Commcore Consulting Group |
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Segment 4: Audience Emails |
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| 01/20/08 |
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Segment 1: Incorporating Your Business, To Do’s |
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Segment 2: Important Commercial Lease Terms |
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Segment 3: Peggy O’Reilly, Elder Law |
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Segment 4: Audience emails |
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| 01/13/08 |
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Segment 1: Different Kinds of Trusts |
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Segment 2: Grantor Retained Annuity Trusts |
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Segment 3: Dean Makarita, Long & Foster |
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Segment 4: Audience emails |
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| 01/06/08 |
|
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Segment 1:Like Kind Exchanges of Real Estate |
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Segment 2:Negotiating the Best Commercial Lease Terms |
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Segment 3: Julie Lenzer Kirk, Autho |
