Listen to Podcast of the Show The 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 ...

Guest 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 ...

Listen to Podcast of the Show The 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 ...

Becoming 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.

Listen to Podcast of the Show Jason 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 ...

Listen to Podcast of the Show The show welcomed back Joel Grushkin (featured in photo), the San Diego Regional Director of Cost Segregation Initiatives (CSI), and the President of the Company, Curt Gautreau, joined him. Curt is based out of Baton Rouge, Louisiana and his accounting practice focuses on emerging businesses, primarily real estate management and ...

The excerpt below is from the San Diego Union Tribune summarizing Oceanside’s Thanksgiving Day running races. OCEANSIDE — While some families were still in bed or preparing for company, many spent Thanksgiving morning together running or walking though downtown Oceanside at the annual Turkey Trot fundraiser. “This is just such a great way to start Thanksgiving,” said ...

Listen to Podcast of the Show This show features an interview with Colleen Brophy on “It’s Your Money and Your Life.” Ms. Brophy currently holds the position of Executive Director, Senior Portfolio Manager at UBS, where she has been employed since 1996. Working out of the New York office of UBS, Ms. Brophy’s area of focus ...

Listen to Podcast of the Show Mayor Jerry Sanders joined the show Sunday, November 18th. Mayor Sanders will complete his second and final term as Mayor of San Diego in December 2012. Since coming to the San Diego area for college, San Diego State, Sanders has be a productive and active member of the community. Before ...

Listen to Podcast of the Show Tax Attorney Rich Gaines joined the show on November 11th to discuss taxes and family issues related to wealth. Beyond offering his advice as a lawyer, Mr. Gaines guides experiential workshops in San Diego, which focus on topics such as business prosperity and the mastery of self and financial ...