Lunch with Judge David Laro
Read moreMarch 15, 2012
Richard hosted lunch in mid-March with Judge Laro and six other guests at the University Club in San Diego. All of the guests got the Judge’s Business Valuation book, which is now out in second edition. He is this Country’s most prominent Tax Court Judge on matters of Valuation for Estate tax and Gift tax purposes, as he oversaw the now famous “Mandelbaum” case. “Mandelbaum” is now the basis for IRS’s policies and procedures on Business Valuation for estate tax, gift tax, and income tax transfers.We discussed future of the estate tax and gift tax in light of possible sunset of “Bush tax cuts.” We also discussed the Administration’s efforts to curtail or reduce Valuation Discounts. Of even more interesting note (if you happen to be a “tax junkie”), another famous economic concept that the Judge crafted which is now law, namely “Economic Substance,” is under review by the Supreme Court this week, as it was “tacked on” to the Obama-care bill.
Judge Laro was in town to handle a Tax Court case here in San Diego. He also teaches part-time at Richard’s alma mater, The University of San Diego.
Radio guest Gary Aguirre warned of the 2008 financial crisis more than two years before it struck.
November 27, 2011 Sunday, November 27th, Richard and Joe interviewed Gary Aguirre. Mr. Aguirre primarily assists clients throughout California with investor and whistleblower claims involving banks, hedge funds, mutual funds, private equity funds, brokers, and other financial institutions. He focuses on claims arising out of market abuse (e.g., market manipulation, flash trading, insider trading, naked shorting), investment ...Read more“The Chickens Have Come Home to Roost” – By William S. Lerach
November 15, 2011 COMMENT BY RICH MUSCIO: “Bill Lerach, ‘king’ of the class action lawsuit, wrote this article in 2002, which not only serves as a fascinating historical perspective, it also portends the financial events of 2008-present.” Text of Article: The Chickens Have Come Home to Roost How Wall Street, the Big Accounting Firms and Corporate Interests Chloroformed Congress ...Read morePower of the Pen with Antoinette Kuritz
August 3, 2013 The guest was Antoinette Kuritz, founder of the La Jolla Writers Conference. With the permission author Catherine Ryan Hyde, the Conference adopted “Pay It Forward” as its motto. Catherine Ryan Hyde was the keynote speaker in 2001 in the inaugural year of this conference. To this day, none of the staff or ...Read moreMapping the Family Office Advisor Ecosystem
November 15, 2011 Every family enterprise is supported by a network of friends and financial advisors who influence the family’s financial decisions. The goals of the family should determine the advisors who are active in the ecosystem.Read more