Videos

The Family Office Guy’s Video Presentations

  • Succession Planning for Accountants

    April 14, 2014

    The average CPA in this country is 58 years old. As an accountant, it is important to differentiate your practice from other CPA firms so that you can transition your clients profitably when you when you retire.

    Don’t Be a Commodity

    Richard Muscio talks about the CPA Horizons 2025 report that was released in 2011 that envisions how CPA firms will be different by the year 2025. Traditional accountants prepare tax returns and financial statements. Forward-thinking CPAs differentiate themselves by bringing vast resources to clients for forward planning, succession planning, insurance planning, estate planning and cost segregation thereby increasing their value to the client and the value of their firm.


  • The American Taxpayer Act of 2012

    March 29, 2013
    The American Taxpayer Relief Act of 2012

    Accountant, speaker and radio talk show host Richard Muscio, CPA, believes that the American Taxpayer Relief Act of 2012 is a “game changer” for owners of very profitable businesses, real estate operators and high-net-worth individuals and families. CPA’s and their firms must change the way they do business to properly advise these A-list clients, he says.


    Handout of PDF that accompanies Cliff Notes: Estate Planning Council of San Diego
    Five-minute highlight clip of Richard’s speech

    Contact Richard if you are interested in having him speak at your event.


  • Black Hole of Attraction for CPAs

    December 6, 2012
    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.


  • How to Stay Relevant as a CPA

    January 1, 2013

    Five-minute highlight clip of Richard’s speech.

    Contact Richard if you are interested in having him speak at your event.


  • Business Succession Planning: Can I Really Fire My Mother?

    September 12, 2012


    Handout of PDF that accompanies Business Succession Planning: “Can I Really Fire My Mother?”
    Five-minute highlight clip of Richard’s speech

    Contact Richard if you are interested in having him speak at your event.


  • Business Succession Planning

    May 19, 2012

    Handout for Unleashing the CPA’s Potential: The CPA of the Future

    Seven-minute highlight clip of Richard’s speech.

    Contact Richard if you are interested in having him speak at your event.