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!
December 11, 2011Certified Public Accountant, Dru Brannen joined the show to talk about year end tax issues for small businesses. LISTEN TO PODCAST Listen to a podcast of Dru Brannen’s interview! Read more
December 4, 2011Richard and Joe are joined in studio by Carl Sheeler, managing partner of Business Valuation LTD and Allison Appraisals. LISTEN TO PODCAST Listen to a podcast of Carl Sheeler’s interview! Read more
November 30, 2011Collaborating to Manage the Golden Egg The presentation below outlines Richard’s tried and true business practices that make him a trusted adviser to family offices. Topics include marketing yourself, networking, becoming a communications hub, listening, expressing gratitude, becoming a thought leader, and helping families create a legacy. The presentation includes action items and challenges that will change ... Read more
November 27, 2011This year’s race attracted over 8,000 participants. There were over 12,000 people at the finish line, and 5 course records were set. The Oceanside Turkey Trot is becoming a local tradition as families come out the Oceanside pier for some exercise before their big Thanksgiving feast. Additionally, more than $30,000 was raised for local schools ... Read more
November 22, 2011Sunday, November 27th, Richard and Joe will interview Gary Aguirre. Mr. Aguirre primarily assists clients throughout California with investor and whistleblower claims involving banks, hedge funds, mutual funds, private equity funds, brokers, and other financial institutions. He focuses on claims arising out of market abuse (e.g., market manipulation, flash trading, insider trading, naked shorting), investment fraud, ... Read more
November 21, 2011Click here to register. In keeping with Richard’s commitment to giving back to the community, he teamed up with Kathy Kinane to establish the “Move Your Feet Before You Eat” Foundation in 2007. Richard said on his show, “We call ourselves ‘Move Your Feet Before You Eat’ because the whole message behind our foundation is to ... Read more
November 13, 2011Richard and Joe interview Rich Gaines of Legacy Legal. This law firm has been helping families navigate the confusing waters of family trusts, estate planning, and much more. LISTEN TO PODCAST Listen to a podcast of Rich Gaines’s interview! Read more
November 6, 2011Richard and Joe are joined in studio by Paul Spitzer, founding partener of Advanced Practice Advisors. LISTEN TO PODCAST Listen to a podcast of Paul Spitzer’s interview! Read more
November 4, 2011COMMENT BY RICH MUSCIO: “Bill Lerach, ‘king’ of the class action lawsuit, wrote this article in 2002, which not only serves as a fascinating historical perspective, it also portends the financial events of 2008-present.” Text of Article: The Chickens Have Come Home to Roost How Wall Street, the Big Accounting Firms and Corporate Interests Chloroformed Congress and ... Read more
November 3, 2011Every family enterprise is supported by a network of friends and financial advisors who influence the family’s financial decisions. The goals of the family should determine the advisors who are active in the ecosystem. Read more