San Diego Tax Accountants Talk About Tax Planning Amid Bush Tax Cut Uncertainty
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San Diego CPAs Don Eppich and Paul Polito discuss year-end tax planning and the Bush tax cuts.
Polito Eppich specializes in serving companies with revenues between a half million to 150 million a year. Generally these businesses are dynamic, either growing or divesting, have complex tax structures and “thin financial management” meaning they need additional bandwidth on their management team. We are a great provider of additional “financial” bandwidth and depth of experience. Their non-business owning investor clients tend to have substantial net worth and multiple investment activities such as rental properties, irrevocable trusts, and managed portfolios.
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Brenda Geiger, Expert Estate & Business Planning Attorney and Retired San Diego Charger Shaun Phillips
Listen to Podcast of the Show Brenda Geiger Esq. talks about her upcoming 10th annual Estate Planning Symposium on Thursday, May 17th from 8:30 am to 3:30 pm at the beautiful Lomas Santa Fe Country Club in Solana Beach. The guest speakers are experts in trusts, asset protection, elder law and in their fields and are ...Read moreFred Dickey, Award-Winning Journalist and Novelist
Listen to Podcast of the Show This week Richard and Joe welcome Fred Dickey, a popular columnist for the San Diego Union-Tribune who wrote about “ordinary people” with compelling stories in his Monday column “The Way We Are” for 5 years. He is a former top editor of major metro newspapers, a novelist, and a Pulitzer ...Read moreFormer Governor Michael Dukakis and Josh Balk, Vice President of Farm Animal Protection for The Humane Society of the United States (HSUS)
Listen to Podcast of the Show Richard and Joe welcomed Former Presidential Candidate and Governor, Michael Dukakis. Mr. Dukakis called from his UCLA office where he has taught during the Winter quarter for the past 23 years. Many of those trips entailed appearing at City Club of San Diego thanks to George Mitrovich also a former ...Read moreShaina Gross, President, and CEO of Susan G. Komen San Diego and Dean Odle, CEO of Cabrillo Credit Union
Listen to Podcast of the Show Shaina Gross, President, CEO Susan G. Komen San Diego In the first segment, Richard and Joe welcome Shaina Gross, President and CEO of Susan G. Komen San Diego to discuss their their “Screens Genes & The Choices We Make” on March 14th hosted by Maria Menounos. On March 14th, Susan G. Komen ...Read more
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