Podcast Archive: 2011

12/31/11:

Segment 1: Claiming Residency & Domicile in Various States

Segment 2: Dave Zangrilli, Esq., Odin Feldman & Pittleman, P.C.

12/24/11:

Segment 1: Top 10 Planning Rules for Managing Your Stock Options

Segment 2: Wendy Payne, Life Stage Transitions

12/17/11:

Segment 1: Biggest Estate Planning Mistakes

Segment 2: Scott Hamberger, Co-President and Chief Executive Officer, Fortessa, Inc.

12/10/11:

Segment 1: Building Successful Teams

Segment 2: Mary Agee, President and CEO of Northern Virginia Family Service

12/03/11:

Segment 1: Estate Planning in 2012

Segment 2: MJ Jacobsen, Vice President of Communications for National Geographic

11/26/11:

Segment 1: College Aid

Segment 2: Peter Teeley, Chairman, Children’s Charities Foundation

11/19/11:

Segment 1: Life Insurance Planning for Closely Held Businesses

Segment 2: Mark J. Gold, President, The Gold Group, LLC

11/12/11:

Segment 1: Nevada vs. Delaware Corporations

Segment 2: Douglas L. Wolford, President & COO, Convergent Wealth Advisors

11/05/11:

Segment 1: Consumption Tax

Segment 2: Doug Smith, Partner, B2B CFO

10/29/11:

Segment 1: Flat Tax

Segment 2: Andrew C. Smith, Principal and Senior Managing Director, Valuation Services, The McLean Group

10/22/11:

Segment 1: Restricted Stock

Segment 2: John P. Dedon, Esq., Odin, Feldman & Pittleman, P.C.

10/15/11:

Segment 1: Beneficiary Reckless Spending

Segment 2: Ruth Ann Clark, Wells Fargo Commercial

10/08/11:

Segment 1: How to Claim a Deduction for The Business Use of Your Home

Segment 2: Rita Fagan, M&T Bank

09/24/11:

Segment 1: Accounting Tips for Start-ups

Segment 2: Stefan H. Black, Esq., Odin, Feldman & Pittleman, P.C.

09/17/11:

Segment 1: President Obama’s American Jobs Act

Segment 2: Brian Kennedy, Cardinal Bank

09/10/11:

Segment 1: Personal Goodwill

Segment 2: Timothy M. McConville, Esq., Odin, Feldman & Pittleman, P.C.

09/03/11:

Segment 1: Charitable Lead Annuity Trusts

Segment 2: Spencer Mahony, Regional Director in the South East United States for the United Kingdom Trade & Investment Group

08/27/11:

Segment 1: Special Needs Trusts

Segment 2: David M. Zangrilli, Esq., Odin, Feldman & Pittleman, P.C.

08/20/11:

Segment 1: Vacation Home Tax

Segment 2: Jonathan Frieden, Esq., Odin, Feldman & Pittleman, P.C.

08/13/11:

Segment 1: Tax Depressed Market

Segment 2: Christine Ballard, Partner, Dixon Hughes Goodman

08/06/11:

Segment 1: Franchising

Segment 2: Glenn Hollrah, CPA, Partner, Dixon Hughes Goodman

07/30/11:

Segment 1: ESOPs – Employee Stock Ownership Plans

Segment 2: Hal L. Young, Young Accountancy Group, LLC

07/23/11:

Segment 1: Stock Option Pricing

Segment 2: Tom Burdette, Burdette Smith Group, P.C.

07/16/11:

Segment 1: Equity Incentive Plans

Segment 2: Jennifer DuPlessis, George Mason Mortgage, LLC, Certified Mortgage Planner

07/09/11:

Segment 1: Equity Incentives for LLC’s

Segment 2: Stuart Ritter, T. Rowe Price Family Finance Expert

07/02/11:

Segment 1: L3Cs – Operating Non-profits

Segment 2: Jennifer Folsom, Partner, Momentum Resources

06/25/11:

Segment 1: Building Teams

Segment 2: David MacGillivray, CPA, Certified Business & Executive Coach

06/18/11:

Segment 1: College Aid

Segment 2: Dr. Alan Dappen, DocTalker®

06/11/11:

Segment 1: Inherited IRA’s Asset Protection

Segment 2: Caroline Adams Miller, MAPP

06/04/11:

Segment 1: Restricted Stock

Segment 2: David Zangrilli, Odin, Feldman & Pittleman, P.C.

05/28/11:

Segment 1: Living Wills

Segment 2: Dean J. Catino, CFP, CRPC, Managing Director, Monument Wealth

05/21/11:

Segment 1: Data Privacy

Segment 2: Ava Abramowitz, Esquire – Author

05/14/11:

Segment 1: Asset Protection Mistakes

Segment 2: Katharine Medina, Executive Director, Rebuilding Together Alexandria

05/07/11:

Segment 1: Trade Secrets

Segment 2: Steve Shannon, Odin, Feldman & Pittleman, P.C.

04/30/11:

Segment 1: Non-Compete Agreements

Segment 2: Cliff Chiet, Publisher of the Gazette of Politics & Business

04/23/11:

Segment 1: Picking the Right Trustee and Executor

Segment 2: Hans Hess, Founder and CEO, Elevation Franchise Ventures and EnviroCab

04/16/11:

Segment 1: Dividing Tangible Personal Property

Segment 2: Leonard Wolf, CPA, The Wolf Group

04/09/11:

Segment 1: Life Insurance Planning for Closely Held Businesses

Segment 2: Jonathan Frieden, Esq., Internet Privacy Update

04/02/11:

Segment 1: Private Equity, Part 2

Segment 2: Charlie Brotman and Phil Hochberg, D.C. Sports Broadcasting Icons

03/26/11:

Segment 1: Private Equity, Part 1

Segment 2: John Wallcott, Chief Content Officer, Editor in Chief, SmartBrief

03/19/11:

Segment 1: Issuing Stock in Private Companies

Segment 2: John Dedon, Odin, Feldman & Pittleman, P.C.

03/12/11:

Segment 1: Accounting Tips for Start-Ups

Segment 2: Peter Teeley, Chairman, Children’s Charities Foundation

03/05/11:

Segment 1: Legal Issues Arising from Social Media with Jonathan D. Frieden, Esq.

Segment 2: Steven Abramowitz, Director, Accelerent, Part 2 of 2

02/26/11:

Segment 1: President Obama’s FY 2012 Tax Proposals

Segment 2: Steven Abramowitz, Director, Accelerent, Part 1

02/19/11:

Segment 1:  Building Customer Relationships

Segment 2: Pat Wirth, Potomac Falls Express Lube and Car Wash

02/12/11:

Segment 1: Franchising

Segment 2: Mahfuz Ahmed, President, DISYS

02/05/11:

Segment 1:  2010 Asset Protection Developments

Segment 2: Rick Lesan, Frontier Advisors

01/29/11:

Segment 1: Inherited IRA’s Asset Protection

Segment 2: Julie Lenzer Kirk, CEO, Path Forward Center for Innovation and Entrepreneurship

01/22/11:

Segment 1: Hawaii Asset Protection Trusts

Segment 2: Rick Marcotte, President & CEO, DLT Solutions

01/15/11:

Segment 1: Types of Equity Plans

Segment 2: Jay E. Reiner, CPA

01/08/11:

Segment 1:  Revocable Trusts & Funding

Segment 2:  Segment 2: Katharine Giacalone, President, KGWorks

01/01/11:

Segment 1:  Estate Tax Changes

Segment 2:  Steven Gaffney, Steven Gaffney Company