| 12/26/09 Segment 1: Florida Homestead Benefits |
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| Segment 2: Brenda Blisk, Senior VP, Spire Investment Partner |
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| 12/19/09 Segment 1: Foreign Bank Accounts |
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| Segment 2: Joel Stillman, President, Capitol Financial Consultants, Inc. |
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| 12/12/09 Segment 1: Negotiating Commercial Leases |
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| Segment 2: Segment 2: Lyles Carr, Senior VP, The McCormick Group, Inc. |
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| 12/05/09 Segment 1: Special Needs Trusts Gotchas |
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| Segment 2: John Saaty, CEO, Decision Lens, Inc. |
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| 11/28/09 Segment 1: Year End Tax Planning |
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| Segment 2: Gordon Bernhardt, Bernhardt Wealth Management |
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| 11/21/09 Segment 1: Roth IRA Conversions |
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| Segment 2: Mark Johannessen, Managing Director,Sullivan, Bruyette, Speros & Blayney, Inc |
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| 11/14/09 Segment 1: Choosing the Right Entity for Your New Business |
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| Segment 2: Ted Davis, Advanced Financial Advisor, Ameriprise Financial Services |
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| 11/7/09 Segment 1: Senior Trusts |
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| Segment 2: Jeff White, President, mySBX |
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| 10/31/09 Segment 1: Spousal Agreements to protect assests |
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| Segment 2: Brenda Blisk, Senior Vice President of Spire Investment Partners |
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| 10/24/09 Segment 1: ESOP’s |
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| Segment 2: Brock Jolly, Financial Advisor, Capitol Financial Partners |
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| 10/17/09 Segment 1: Pet trusts and Agreement |
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| Segment 2: Marc Isaacson, President & CEO of Village Green Apothecary |
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| 10/10/09 Segment 1: Will Contracts |
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| Segment 2: Michele Woodward, Master Certified Coach, Author, Advice Columnist, Speaker |
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| 10/03/09 Segment 1: Fixing Broken Trusts |
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| Segment 2: Anne Day McCabe, Financial Advisor, UBS Financial Services Inc |
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| 09/26/09 Segment 1: Reverse Mortgages |
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| Segment 2: Lisa Martin, John & Jinnie Chapel, President and CEO of Leapfrog Solutions |
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| 09/19/09 Segment 1: Art Transfers |
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| Segment 2: David Belden, CEO, iExecuvision International |
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| 09/12/09 Segment 1: Avoiding Probate Litigation |
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| Segment 2: Stephanie Kelly, Founder, Kent’s Foundation for Child Life |
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| 09/05/09 Segment 1:Swiss Bank Accounts Revealed |
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| Segment 2: Ted Sjurseth, Founder, America’s 9/11 Foundation |
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| 08/29/09 Segment 1: Tax Consequences of Being “Madoffed” |
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| Segment 2: Alexa Raad, CEO, .ORG, the Public Interest Registry |
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| 8/22/09 Segment 1 – Conduit Trusts |
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| Segment 2 – Peter Black, Exec VP & Regional Group President, M&T Bank |
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| 8/15/09 Segment 1 – Allocating Purchase Price |
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| Segment 2 – Wanda Alexander, President & CEO, Horizons Consulting |
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| 8/8/09 Segment 1 – Where is your data? |
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| Segment 2 – Steven A. Abramowitz, Director, Accelerent |
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| 8/1/09 Segment 1: Avoiding Death Tax |
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| Segment 2: Steve Canton, CEO, iCore Networks |
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| 7/25/09 Segment 1: Estate planners and family counselors |
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| Segment 2: Angela Bender, AMJ Financial |
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| 7/18/09 Segment 1: Closely Held Businesses in Trust |
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| Segment 2: Ken Harvey, CEO, JAKA Consulting Group & former Redskin |
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| 7/11/09 Segment 1: Pomeroy Bill – Valuation Discounts |
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| Segment 2: Julie Wadler, Epiphany Productions, Inc. |
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| 7/4/09 Segment 1: Negotiating Commercial Leases |
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| Segment 2: Mali Phonpadith, Northwestern Mutual Financial Network |
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| 6/27/09 Segment 1: Borrowing to Pay the Estate Tax |
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| Segment 2: Mark Rubin and Kevin Wales, Just Moulding |
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| 6/20/09 Segment 1: Gracefully Exiting QPRTs |
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| Segment 2: Joyce Bosc, Boscobel Marketing Communications, President & CEO |
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| 6/13/09 Segment 1 : Avoiding Successor Liability When Buying Business Assets |
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| Segment 2: David Belden, CEO, iExecuvision International |
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| 6/6/09 Segment 1: The 6166 Estate Tax Election |
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| Segment 2: John Feinstein, Author |
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| 5/30/09 Segment 1: Judy and Mike’s Asset Protection Plan |
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| Segment 2:Chryssa Zizos, President, Live Wire Media |
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| 5/23/09 Segment 1:Selling Your Business… Even Now |
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| Segment 2:Rise Birnbaum, Founder & CEO Zcomm Communications |
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| 5/16/09 Segment 1: Life insurance: Transfer for Value Rules |
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| Segment 2: Bob O’Braitis, Landsdowne Private Wealth Management |
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| 5/9/09 Segment 1: What’s Happening with Trusts Outside the U.S.? |
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| Segment 2: Larry Rosenfeld, Principal, Sage Communications |
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| 5/2/09 Segment 1: Choice of Business Entity |
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| Segment 2: Kathy Hurley, President & CEO, Infinity Financial Group |
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| 4/25/09 Segment 1: Executors’ Tax Election Choices |
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| Segment 2: Robyn Sachs, President, RMR Associates |
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| 4/18/09 Segment 1: Probate – Pros, Cons and Ways to Avoid It |
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| Segment 2: Jim Lamb, President, Commonwealth Consultants |
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| 4/11/09 Segment 1: Deferred Compensation Plans and New Section 409A |
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| Segment 2: Jim Adkins, Strategic Financial Associates, LLC |
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| 4/4/09 Segment 1: Key Questions to Ask when Formulating a Health Care Directive |
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| Segment 2: F. Kevin Reynolds, President, Cardinal Bank |
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| 3/28/09 Segment 1:10 Essential Characteristics of Entrepreneurs |
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| Segment 2: Leo Fox, President, Tenacity Solutions |
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| 3/21/09 Segment 1: Pres. Obama’s Proposed Tax Changes |
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| Segment 2: Daniel Waetjen, Group President, BB&T |
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| 3/14/09 Segment 1: FDIC Account Limits on Insurance |
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| Segment 2: Deborah Hance, Sr. Vice President, BB&T |
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| 3/07/09 Segment 1: Pres. Obama’s Proposed Tax Changes |
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| Segment 2: Daniel Waetjen, Group President, BB&T |
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| 2/28/09 Segment 1: Succession Planning for Franchise Owners |
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| Segment 2: Rick Tessada, Chairman & CEO, Tessada & Associates |
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| 02/21/09 Segment 1: State Income Tax Considerations in Choosing Where to Retire |
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| Segment 2: Daniel Cornell, Managing Director, Jeffries Quarterdeck |
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| 02/14/09 Segment 1: Business Tax Provisions of the Senate and House Bills |
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| Segment 2: Scott Suhy, President & CEO, Point About, Inc. |
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| 02/07/09 Segment 1: Impact of Low Interest Rates & Market Declines on Tax & Estate Planning |
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| Segment 2: Steve Ashman, Chairman of the Board, Capital Bank |
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| 01/31/09 Segment 1: When To Incorporate Your Business |
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| Segment 2: Marco Rubin, Mgr Ptnr, Exoventure Associates, LLC |
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| 01/24/09 Segment 1: Funding Your Revocable Trust |
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| Segment 2: Katherine Pherson, CEO, Pherson Associates, LLC |
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| 01/17/09 Segment 1: Choosing The Right Entity For Your Business |
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| Segment 2: Lowell Pratt, Mgr Ptnr, Burney Company |
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| 01/10/09 Segment 1: Do Your Financial and Estate Planning Now |
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| Segment 2: Greg Oxley, Congressional Bank |
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| 01/03/09 Segment 1:Starting Up a New Business in a Tough Business Climate |
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| Segment 2: Marshall Graham, Focus Enterprises |
