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.
San Diego Central Library with Mel Katz and Bill Gladstone
September 21, 2013 The guests were Mel Katz and Bill Gladstone. Mr. Katz’s reputation as a respected business leader in the San Diego community dates back to his purchase of the local Manpower franchise with partner Phil Blair back in 1977. While the business has grown over the decades, he has also taken on civic duties. ...Read moreA Look Back on the Legendary Talk Show of Johnny Carson
July 13, 2013 The guest was Jeff Sotzing, the President of Carson Entertainment Group. Mr. Sotzing has been working to preserve his uncle’s legacy since the late night talk show host’s retirement in 1992. Since the taping of the last show, Mr. Sotzing has cataloged more than 4,000 hours of the show’s interviews with celebrity guests. In ...Read moreMayor of San Diego, Bob Filner
July 6, 2013 Richard and Joe were joined by Mayor Bob Filner for their first live broadcast from the La Valencia Hotel. Mayor Filner was sworn in as Mayor of San Diego on December 3, 2012 for a 4-year term. The City Council approved Mayor Filner’s balanced budget on June 10 with a 7-2 vote, ...Read more4th Annual Berry Good Night Dinner: Tommy Gomes, Jack Ford, Andrew Spurgin, Lucila Alejandro, and Sam Zien on Sustainability
June 22, 2013 Saturday the show was broadcast live from the 4th annual Berry Good Night. This event brought together the top minds in local, sustainable food, creating a unique environment for networking, storytelling and celebration. Hosts, William & Michelle Ciccarelli Lerach, welcomed their guests and several of San Diego’s most prominent chefs to a sit ...Read more