• Brenda Geiger, Expert Estate & Business Planning Attorney

    March 21, 2017

    Listen to Podcast of the Show

    Brenda Geiger with GTORichard and Joe welcomed estate and business planning expert, Brenda Geiger. But first, Richard shared the secret of getting out of a traffic ticket on a “two for one” Tuesday.

    The Geiger Law Office is an Estate and Business Planning law firm providing prosperous people strategies and legal advice on how to protect their families, assets, and businesses. They specialize in helping their clients protect themselves and their families from creditors, predators, and divorcing spouses. In addition to discussing Brenda’s upcoming book signing and symposium, Richard, Joe and, Brenda discuss some of the common mistakes in estate planning and the future of the estate tax.

    In addition to serving her clients and managing her firm, Brenda Geiger is a prolific writer and hosts several educational annual events designed to help people understand the mechanics of creating and maintaining an estate plan. She held a book signing for her most recent book “Safeguarding the Nest” on March 25, 2017 at the Barnes and Noble in Encinitas.

    On May 12, 2017, the Geiger Law Office will be hosting their 9th annual 2017 Trusts & Estates Symposium at the Lomas Santa Fe Country Club. Get More Info/Register


    Brenda received her undergraduate and law degrees from the University of San Diego School of Law where she served as an Editor for the San Diego International Law Journal and published a law review article. Brenda is married to Len, the CEO of a local technology company. They have two school-age children and three dogs, two German Shepherds and a Belgian Malinois. She enjoys running, travel and spending time with her family.

    Listen to a podcast of the show

    Podcast

  • Richard and Joe Interviewed Victor DeNoble

    February 16, 2012
    On Sunday, February 19th, Richard interviewed Victor DeNoble, the famous whistleblower that took down Phillip Morris. Immediately following our broadcast, Victor was on C-SPAN. Click here to watch the video. The following excerpt from a Yakima Herald news article sums up Dr. DeNoble’s experience. ‘Philip Morris, the makers of Marlboro cigarettes, hired DeNoble in 1980 to ... Read more
  • Barrett Weighs in on the CPA Horizons 2025 Debate

    February 13, 2012
    The CPA Horizons 2025 report has sparked debate among accounting bloggers. It started here, and was picked up by Ron Baker at the Versage Institute. A young CPA named Barrett weighed in with a unique perspective. His comments are below. Barrett I hesitate to speak, given the level of IC already present in the comments here. So ... Read more
  • Chris Yanov from RealityChangers.org

    February 12, 2012
    Listen to Podcast of the Show In keeping with Richard’s philosposhy of transcending wealth into meaning, he will be interviewing Chris Yanov from RealityChangers.org. Reality Changers was one of 2 grantees this year by San Diego Social Venture Partners. Listen to a podcast of Chris Yanov’s interview! Read more
  • Mark Koziel and Richard Muscio Find Common Ground

    January 21, 2012
    Mark Koziel and I (Richard Muscio) have had an ongoing series of opinion pieces stemming from my reaction to the CPA Horizons 2025 report. My initial article is here. I’m happy to report that Mark and I had a great conversation on Thursday, wherein we reached 3 interesting conclusions: First, while the CPA profession can no ... Read more
  • CPA Horizons 2025 – A Very Small Box

    December 19, 2011
    I just finished reading the recent report titled CPA Horizons 2025 which was put forth by the American Institute of Certified Public Accountants to describe both the current state as well as the future of the CPA profession. Please allow me a couple of minutes to stretch my 6’2” frame, because to be able to read ... Read more
  • Year End Planning Guide for 2011

    December 12, 2011
    “While you prepare to close the books on 2011, you should take a moment to consider your investment and tax planning. The inevitable debates in the upcoming election year surrounding the economy and national debt will likely lead to changes in tax policy. In the meantime, there is opportunity for individuals to take advantage of ... Read more
  • 2011 Year End Tax Planning for Small Businesses

    December 11, 2011
    Certified 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
  • Carl Sheeler of Business Valuation LTD

    December 4, 2011
    Richard 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
  • Collaborate: To work together, especially in a joint intellectual effort

    November 30, 2011
    Collaborating 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
  • Oceanside Turkey Trot

    November 27, 2011
    This 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