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?”
Shaina 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 moreKerry Witkin, Private Banker, Singer, Songwriter, and Voice-Over Artist
Listen to Podcast of the Show In 1986, after a 12-year credit and management career with Suburban Trust Bank of Maryland, Crocker National Bank, and First Interstate Bank, Kerry Witkin founded The Private Banker, a firm that specializes in budgeting, bill-paying, financial organizing, and daily money management for individuals and small businesses. After years of observing ...Read morePaul Hynes, President, and CEO of HearthStone Private Wealth Management and Financial Advocate for Seniors
Listen to Podcast of the Show Richard and Joe welcomed Paul Hynes, President, and CEO of HearthStone Private Wealth Management for a return visit. A Certified Financial Planner, Paul founded Hearthstone in 2006 leaving a successful 22-year career at a large Wall Street investment firm. HearthStone Private Wealth Management provides independent thinking, research, advice and disciplined investment ...Read moreHelping CPAs Supercharge Their Businesses with Alex Sonkin, CEO of Virtual Family Office Hub
Listen to Podcast of the Show Alex Sonkin joined the show to talk about how CPAs can work smarter, not harder. Traditional CPA practices require long days of billable hours. The more clients and billable hours an accountant has the better. The strenuous demands of the profession leave accountants worn out, burnt out, and the long ...Read more
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