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.
GOP Dan McAllister Criticizes DeMaio 401K Plan; One is Already in Place
January 29, 2012 On January 29th, Richard and Joe interviewed Dan McAllister, San Diego County’s Treasurer. Maureen Cavanaugh from KPBS interviewed Dan McAllister on February 20th, and she explored some of the same controversial financial themes we did on our show. We found this excerpt of Ms. Cavanaugh’s interview interesting: CAVANAUGH: I’d like to go off topic for ...Read moreThe Voice of the Padres and the San Diego Rockets Jerry Gross
June 17, 2012 Whatever happened to Jerry Gross? Walk through San Diego Padres history with a riveting interview with broadcaster Jerry Gross. Jerry is a sports broadcasting icon in San Diego. He was the first announcer of San Diego’s original basketball team, now the Houston Rockets. Gross was also the announcer for the Padres when they ...Read moreProfessional Athlete – Women’s Basketball Player Ann Meyers Drysdale
June 11, 2012 June 11, 2102 On Sunday, June 10th, Richard and Joe interviewed Ann Meyers Drysdale who has a long list of ground-breaking athletic accomplishments. She was the second woman to earn a full four-year scholarship to UCLA, and the only woman to ever sign a contract with an NBA team, the Indian Pacers in 1979. ...Read moreRegents Bank CEO Steve Sefton Featured in the U-T San Diego
May 15, 2012 Steve Sefton from Regents Bank was featured in an article August 5, 2013 in the U-T San Diego about the challenges facing community banks in California. Regents Bank focuses on local owner-managed companies with $5 million to $100 million in sales, and they are well-known for their personalized banking solutions.Read more