• Alex Sonkin, Managing Partner of The Lombardi Group

    December 14, 2016

    Listen to Podcast of the Show

    Lombardi GroupAlex Sonkin serves as the Managing Partner for show sponsor, The Lombardi Group. Mr. Sonkin works directly with LG Managing Directors as well as LG clients in analyzing fact patterns and ensuring that the appropriate specialists are involved in designing the perfect solution(s) for each specific set of challenges. He also lead the Advanced Tax Planning Institute, one of North America’s premier educational symposiums for tax professionals.

    Alex has been quoted in a number of articles regarding the evolution of the CPA industry published in “Accounting Today” and has been interviewed on popular radio programs, including “It’s Your Money and Your Life!” Since 1994, Mr. Sonkin’s work has focused on optimizing financial portfolios, while mitigating risk and taxes. Highly sought after, Mr. Sonkin has been invited to give lectures on the topics of SUCCESSFUL RISK MANAGEMENT & OPTIMAL ASSET ALLOCATION throughout the United States, Canada, Germany, Switzerland, United Arab Emirates, and Norway.

    Mr. Sonkin began his career as a derivatives (options) trader and market maker: a member of the Chicago Board of Trade (CBOT), Chicago Mercantile Exchange (CME), and the Chicago Board of Options Exchange (CBOE). Having personally trained and managed over 20 professional options (floor) traders, Mr. Sonkin focused his attention on arbitrage strategies between the S&P 500 Option Pit at the CME and the SPX at the CBOE. Having participated in more than 70,000 transactions across a wide range of financial markets has given Mr. Sonkin the necessary experience and practical knowledge to create systems of creating wealth while mitigating risk.

    Mr. Sonkin is a partner in San Diego Social Venture Partners and actively supports a number of other charitable organizations around the country. Mr. Sonkin lives in San Diego with his wife Jola and their four children. Mr. Sonkin is a graduate of University of Michigan Business School, in Ann Arbor, where he received a Degree in Finance and the Branstrom Award, a prestigious designation assigned to
    the top 5% of each graduating class.

    Listen to a podcast of the show

  • CPAs Must Be Forward Looking Not Just Fact Reveiwers

    May 14, 2014
    CPA firms are no longer defined by income tax return preparation and financial statement preparation. While the industry is no longer defined by these services, many still believe that this all that accountants do. In order to break this notion, Richard explains the two key things that he believes helps set his firm apart from the ... Read more
  • Guiding Businesses into the Digital Future: centrexIT

    May 8, 2014
    The show welcomed back sponsor Sean Puckett of Regents Bank. Mr. Puckett introduced us to Regents Bank client, Eric Rockwell, President and CIO of centrexIT. Since the company’s founding in 2002, centrexIT has become a leader in San Diego technology management and IT consulting. In 2010, the San Diego Business Journal named centrexIT as ... Read more
  • Advanced Tax Planning Institute 2014 Summer Conference

    May 5, 2014
    June 16 – 18 at La Costa Resort and Spa Map It As North America’s Premier Educational Symposium for Tax Professionals, the Advanced Tax Planning Institute (ATPI) 2014 Summer Conference offers more than simple training, but guidelines on how to become the “CPA Firm of the Future.” Utilizing a simple and elegant system: develop incredible relationships ... Read more
  • Best Branding Yourself as a CPA: Its Not Always CPA Centric

    May 5, 2014
    Marketing should not be approached in the same manner that accountants would prepare a financial statement. Bring in new clients brings in more variables, however, better serving the top clients of the firm not strengthens revenue for the firm by lasting consumer relationships. Read more
  • Marketing to Best Clients Not New Clients

    May 1, 2014
    Become the most trusted advisors not just analysts of past financial dynamics, should be the drive force behind any CPA’s marketing plan. Also, marketing more to best clients than possible new clients is a way to become the firm of the future. Read more
  • Professional Tennis Team Comes to San Diego

    April 30, 2014
    Richard and Joe welcomed Russell Geyser of Geyser Holdings (formerly Gibraltar Holdings) to the show. His entrepreneurial spirit has led to great financial success in commercial and residential real estate development. He is also a producer of a couple of films in production called Stealing Cars and Lost in the Sun as well as co-founder ... Read more
  • Succession Planning so the CPA Firm is Handed to the Future

    April 28, 2014
    This is the most important issue facing the CPA industry because only 25% of all firms have a viable succession plan. There are several keys that need to be addressed in this, but among the most important is providing services to the top clients as firm not just the senior partner or owner. Read more
  • Six Tactics CPA Businesses Need to be Firms of the Future

    April 25, 2014
    1. People 2. Paperlessness 3. Work flow 4. Technology 5. Seasonality 6. Hourly Billing Read more
  • May is Mental Health Awareness Month

    April 23, 2014
    The three guests have dedicated their careers to the advancement and understanding of mental health. Because May is Mental Health Awareness Month, the show welcomed, Alfredo Aguirre, Dr. Jeffery Rowe, and Shannon Jaccard. Alfredo Aguirre is the Director of Behavioral Health Services of San Diego County and has been the Mental Health Director since 2007. He ... Read more
  • Cultural Dynamics of the CPA Offices of the Future

    April 22, 2014
    Building a work environment that promotes community through departments sharing workloads rather than hoarding the best clients. Collaborating with other professionals whose specialties compliment and aid a CPA in making fiscal projects. Giving back to the community in which the firm is based. These are just some of the things that will help define the ... Read more