• The Changing Profession of Accounting

    eppich-politoThis week Richard was joined by show sponsors Don Eppich and Paul Polito, founders of the Polito Eppich accounting firm which specializes in accounting services for businesses generating revenues from $500k to $150 million a year. Generally, these businesses are dynamic, growing, and have complex tax structures but limited financial management resources. Combined with their consulting services, they can analyze transactions or transactions under consideration from an economic and taxation perspective resulting in after-tax cash in their client’s hands. They also provide tax-planning services to businesses, owners and investors.

    Richard, Don and Paul discussed how taxes and taxation strategies are changing in the CPA world.

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    Listen to a podcast of Don Eppich and Paul Poltio’s interview!

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  • Real Estate Fund Management with Mitch Siegler

    Richard and Joe’s welcomed guest, Mitch Siegler, Co-founder and Senior Managing Director of Pathfinder Partners. Specializing in real estate, Pathfinder Partners is a leading middle-market real estate fund manager specializing in transactions that are “below the radar” of large institutional investors. They are focused on value-added situations where infusion of capital or improved asset ...
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  • Billionaires

    Creation, preservation and legacy of great wealth in a second “Gilded Age” This week, UBS and PwC launched the 2015 Billionaires Report, entitled “Billionaires: Master architects of great wealth and lasting legacies”. During the past 35 years, billionaires have created extraordinary wealth on a scale not seen since the “Gilded Age” at the beginning of the 20th ...
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  • San Diego Craft Beer with Ben Moxley and Cloud Computing with Ford Winslow

    Kings of the Craft Documentary Director Ben Moxley Ben Moxley joins the show to talk about the craft beer industry. He is the the director of a new local San Diego KPBS series that made its debut on May 21st entitled, Kings of the Craft. The six-part series features stories from established craft beer makers in ...
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  • Allianz Class Action Attorney Howard Finkelstein

    The guest was Howard D. Finkelstein, a partner in Finkelstein & Krinsk, LLP which specializes in investor, consumer and employee class actions law suits. Mr. Finkelstein talks about the Allianz class action suit. The suit alleges the Allianz lured 230,000 seniors into buying poorly performing deferred annuities with harsh surrender policies and is in the ...
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