Richard Muscio Reveals Three Imperative Principles of Great Business Succession Planning
Read moreIn his his most recent talk to financial planners, Richard Muscio asserts that solid, strategic, business planning should not be founded only on the precise drafting of documents and the most efficient number-crunching techniques in relation to reducing income taxes and wealth transfer taxes. Instead, business planning succession should focus on valuation, collaboration, and governance as the three imperative principles needed to ensure successful succession planning, whether for a large or a small business.
What type of family business are you planning for? Do we have a business-first family or a family-first business?”
Ed Beltram, VP Communications, National Retiree Legislative Network and Karen Friedman, Executive VP of Pension Rights Center
Listen to a Podcast of the Show Richard and Joe discuss problems with the pension system and potential solutions to protect the pension plans of retirees with Ed Beltram and Karen Freidman. Ed Beltram As the Vice President – Communications for the National Retiree Legislative Network (RLN) since 2008, Ed Beltram brings five decades of diverse communications experience ...Read moreBrenda 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 more
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