Podcasts 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