Blueprint for Wealth Radio 2008

 

12/27/08      Demise of Offshore Tax Havens
       Sherman Moore, PNC Advisors
       
12/20/08      Offshore Asset Protection Trusts
       Ted Davis, Ameriprise Financial Services
       
12/13/08       Qualified Personal Residence Trusts
       John Allen, BB&T Capital/Windsor Group
       
12/6/08       10 Most Common Asset Protection Mistakes
       Mark Joseph, Sentinel Wealth
       
11/22/08      Jim Bruyette, Harris SBSB
       
11/16/08      Rich LaFleur, Grant Thornton
       
11/09/08      Segment 3: Kent Berner, Innovative Technology Systems 
       
11/02/08      Segment 3: Alan Brenner, Dataprise
       
10/26/08       Segment 1: Emergency Stabilization Act-Tax
       Segment 2: Types of Trusts cont.
       Segment 3: Ed Blum, Blum & Co.
       Segment 4: Audience emails
       
10/19/08      Segment 1: Types of Trusts
      Segment 2: Estate Freeze Trust
      Segment 3: Jack Davies, Venture Philantropy Partners
      Segment 4: Audience emails
       
10/12/08       Segment 3: Rob Jolles, Author/Speaker
       
10/5/08       Segment 3: Rob Jolles, Author/Speaker
       
9/28/08      Segment 1: Like Kind Exchanges of Real Estate 
      Segment 2: Negogiating a Commercial Lease
      Segment 3: Julie Lenzer Kirk, Author
      Segment 4: Audience Emails
       
 9/21/08     Segment 1: Teaming for Large Govt Contracts
      Segment 2: Living Wills
      Segment 3: Kelly Campbell, Campbell Wealth Mgmt.
      Segment 4: Audience Emails
       
 9/14/08       Segment 3: Jim Bruyette, Harris SBSB
       
 9/7/08      Segment 3: Bernard Reese, Cornerstone Financial Partners
       
8/31/08      Segment 1: Teaming for Large Govt Contracts 
      Segment 2: International Tax 
      Segment 3: Peter Market, Market Financial Service 
      Segment 4: Audience Emails 
       
8/24/08      Segment 1: Financial Planner Sentenced! 
      Segment 2: Captive Insurance Companies 
      Segment 3: Robert Brokamp, Motley Fool.com
      Segment 4: Audience Emails 
       
8/17/08      Segment 1: Family LLC 
      Segment 2: Transferring Business interests to children 
      Segment 3: Larry Fox, The Values Group
      Segment 4: Audience Emails 
       
8/10/08      Segment 1: M&A Transaction Tips for Buyers & Sellers 
      Segment 2: 409A Primer
      Segment 3: Chris Versace, Agile Capital Mgmt
      Segment 4: Audience Emails 
       
8/3/08      Segment 1:Ten levels of estate planning 
      Segment 2: Qualified personal residence trust 
      Segment 3: Eva Neumann, ENC Marketing
      Segment 4: Audience emails 
       
 7/27/08     Segment 1: Covenants not to Compete 
      Segment 2: Intentionally defective grantor trusts
      Segment 3: Cynthia de Lorenzi, Success in the City
      Segment 4: Audience emails
       
7/6/08     Segment 1: Charitable Giving – Mission Drift 
      Segment 2: Golden Parachutes
      Segment 3: David Eisner: Dataprise 
      Segment 4: Audience emails 
       
6/29/08     Segment 1: Top 10 Estate Planning Myths 
      Segment 2: 12 Basic Questions on Long-Term Care Insurance 
      Segment 3: Andy Gilman: Commcore Consulting Group 
      Segment 4: Audience emails 
       
6/22/08     Segment 1: The Golden Goose  
      Segment 2: Do You Need Life Insurance? 
      Segment 3: Kristi Hedges: The Hedges Company 
      Segment 4: Audience emails 
       
6/15/08      Segment 3: Brett Weinroth: Exclusive Resorts
       
6/8/08     Segment 1: Revocable Living Trusts 
      Segment 2: Top 11 Issues Facing Business Owneres When Structuring Buy-sell Agreements
      Segment 3: Marissa Levin: Information Experts  
      Segment 4: Audience emails 
       
6/1/08      Segment 1: So-called 529 Plans
       Segment 2: Capital Gains Taxes
       Segment 3: Julie Lenzer Kirk: Author
       Segment 4: Audience emails
       
5/25/08      Segment 1: Top 12 Life Insurance Mistakes, Part 2
       Segment 2: Top 12 Life Insurance Mistakes, Part 2 (continued)
       Segment 3: Robert Smith: iCAT Systems
       Segment 4: Audience emails
       
 5/18/08      Segment 1: Conservation Easement
       Segment 2:  Top 12 Life Insurance Mistakes
       Segment 3: Joe Young: Chesapeake Financial Settlements LLC
       Segment 4: Audience emails
       
 5/11/08      Segment 1: Trust Fund Baby
       Segment 2: 10 Common Asset Protection Mistakes
       Segment 3: Matt Anderson:  Robert W. Baird & Co.
       Segment 4: Audience emails
       
5/4/08      Segment 1: The Wealthy also pay taxes
      Segment 2: 5 Estate Tax Blunders
      Segment 3: David Wexler; Greenberg, Wexler & EIG 
      Segment 4: Audience emails 
       
4/27/08     Segment 1: Federal Estate Tax Exemption 
      Segment 2: Nonprofit Basics
      Segment 3: Rob Jolles, Author/Speaker 
      Segment 4:Audience emails 
       
4/20/08     Segment 1: 10 Probate & Estate Planning tips for 2008
      Segment 2: Life Insurance options
      Segment 3: Rob Jolles, Author/ Speaker 
      Segment 4: Audience emails 
       
4/13/08      Segment 3: David Bekenstein, Ameriprise Financial 
       
4/6/08      Segment 3: Scott DiGimarrino, Ameriprise Financial 
       
3/30/08      Segment 1: Wealth Replacement Trusts 
      Segment 2: Uniform Gift to Minors 
      Segment 3:Neal Simon, Highline Wealth Mangement 
      Segment 4: Audience emails 
       
3/23/08      Segment 1: Buy Sell Agreements Part I 
      Segment 2: Buy Sell Agreements Part II 
      Segment 3:Mark Joseph, Sentinel Wealth 
      Segment 4: Audience emails
       
3/16/08      Segment 1:Creating an LLC Operating Agrmnt 
      Segment 2:Federal Taxes on Estates: 
      Segment 3:Jim Long, Venture Cross 
      Segment 4:Audience emails 
       
 3/9/08      Segment 1: Buy Sell Agreements
       Segment 2: Top 10 Wealth Transfer Mistakes
       Segment 3:Len Metheny
       Segment 4: Audience emails
       
 3/2/08     Segment 1: Incentive Trusts  
      Segment 2: Stock Options 
      Segment 3: Robert Brokamp
      Segment 4: Audience emails
       
2/24/08     Segment 1: Equity Incentives 
      Segment 2: Borrowing Against your Home 
      Segment 3:  Kristi Hedges, The Hedges Company
      Segment 4: Audience emails 
       
2/17/08     Segment 1: Grats Part 2
      Segment 2: Different ways to make Charitable Gifts
      Segment 3: Jim Beaupre, FedResults, Inc.
      Segment 4: Audience emails 
       
2/10/08     Segment 1
      Segment 2 
      Segment 3: Marc Engel, Learch Early 
      Segment 4: Audience Emails
       
2/03/08     Segment 1
      Segment 2 
      Segment 3: Marissa Levin, Information Experts 
      Segment 4: Audience Emails
       
1/27/08     Segment  1: Buy Sell Agreements 
      Segment 2: Common Asset Protection Mistakes 
      Segment 3: Andy Gilman, Commcore Consulting Group 
       Segment 4: Audience Emails
       
01/20/08     Segment 1: Incorporating Your Business, To Do’s 
      Segment 2: Important Commercial Lease Terms 
      Segment 3: Peggy O’Reilly, Elder Law 
      Segment 4: Audience emails 
       
01/13/08     Segment 1: Different Kinds of Trusts 
      Segment 2: Grantor Retained Annuity Trusts
      Segment 3: Dean Makarita, Long & Foster 
      Segment 4: Audience emails
       
 01/06/08     Segment 1:Like Kind Exchanges of Real Estate
      Segment 2:Negotiating the Best Commercial Lease Terms
      Segment 3: Julie Lenzer Kirk, Autho