“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 ...

Listen to Podcast of the Show Certified Public Accountant, Dru Brannen joined the show to talk about 2011 year end tax issues for small businesses. John Drulane (“Dru”) Brannen, CPA, is a founding Partner with Friedman Brannen LLP. For more than three decades, Dru has provided multi-level tax and tax consulting services to individuals and all forms ...

Listen to Podcast of the Show Richard and Joe are joined in studio by Carl Sheeler, managing partner of Business Valuation LTD and Allison Appraisals. Carl Sheeler earned a Ph.D. in finance in 2004 from the Union Institute and University. After his decade long career as a U.S. Marine officer, Carl joined the ranks of Business Valuations, ...

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 ...