October 14, 2016
This week Richard and Joe welcomed show sponsor Joel Grushkin, the San Diego Regional Director of Cost Segregation Initiatives (CSI). Joel brings nearly forty years of executive experience to the CSI organization. His background includes eleven years with Arthur Young & Company (now Ernst & Young) as a Principal and director of the firm’s Management Services Practice. He was also a member of AY’s National Real Estate Industry Specialty Practice Group. His cost segregation experience has encompassed studies for developers and owners of commercial real estate.
CSI is a best of the breed specialty real estate services firm. Their primary focus is providing engineered, cost segregation studies in compliance with IRS guidelines. These and other comprehensive cash-flow solutions are designed for developers, investors, owner users and financiers of commercial real estate across the United States.
On October 19th Joel will be speaking about advanced cost segregation strategies at the Advanced Tax Planning Institute at the Omni La Costa Resort.
Joel received his Bachelor of Science degree in Business Administration from Woodbury University.
Listen to a podcast of Joel Grushkin’s interview!
January 9, 2013Listen to Podcast of the Show George Takei, Lorenzo Thione, and Wendy Gillespie were the guests. They are the creators of the theater production “Allegiance: A New American Musical,” which had its world premiere here in San Diego at the Old Globe Theater in the fall of 2012 and is in negotiations to take its poignant ... Read more
January 6, 2013The show welcomed back Carl Sheeler of Business Valuations Ltd. His company specializes in assessing a business’s value. This type of appraisal is needed when a company is approaching a merger or acquisition, new partnerships or even estate planning. For those who are new to the idea of business valuation, it is important to remember ... Read more
January 1, 2013Five-minute highlight clip of Richard’s speech. Contact Richard if you are interested in having him speak at your event. Read more
January 1, 2013In this video presentation, accounting thought leader shows clients of CPA firms why they should work with a “CPA Firm of the Future” not a CPA firm of the past. CPAs are known for being historians. The two service offerings CPAs are best known for, preparing income tax returns and preparing financial statements, are of course ... Read more
December 27, 2012Why Businesses Should Consider Regional Banks Richard, Joe and guest Sean Puckett talked about the banking industry in San Diego and how local community banks differ from the big national banks. Sean Puckett joined Regents Bank in November of 2011 as First Vice President. Mr. Puckett is a graduate of the University of San Diego. An ... Read more
December 19, 2012The show welcomed a figure who has long been serving the San Diego community, Judge Robert C. Coates. Judge Coates has had the privilege to see and work within the legal system since 1971 as a Trial Lawyer and presented cases from the local courts all the way to the State and Federal level. He ... Read more
December 17, 2012Guest Blogger Paul Polito Often, out of ignorance mostly, clients put their accountants in a box and won’t let them out. I have experienced this. Once a client gets it in their head that “Polito is our tax guy,” it’s really hard to shake that image. Our profession has so much more to offer! When I was ... Read more
December 12, 2012The show welcomed back CPA Don Eppich of Polito Eppich. The accounting firm focuses on serving companies that generate between half a million to 150 million dollars in revenue a year. The discussion will revolve around the premise of the article below by Dean Zerbe, managing Director for alliantgroup. The article talks about a one-year ... Read more
December 6, 2012Becoming the Most Trusted Business Advisor to your Clients (46 minutes) Five-minute highlight clip of Richard’s speech. Contact Richard if you are interested in having him speak at your event. Read more
December 5, 2012Jason Kruger, the President of Signature Analytics was welcomed to the show. Signature Analytics is a local San Diego Accounting firm that specializes in bookkeeping, financial consulting services, and outsourced accounting. The senior management team at Signature Analytics consists of individuals who each have a minimum of ten years experience in the field of public ... Read more