• CPAs Must Be Forward Looking Not Just Fact Reveiwers

    CPA firms are no longer defined by income tax return preparation and financial statement preparation. While the industry is no longer defined by these services, many still believe that this all that accountants do. In order to break this notion, Richard explains the two key things that he believes helps set his firm apart
    from the rest a CPA Firm of the Future.

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  • Ending Financial Elder Abuse with Paul Hynes

    This weeks guest will be Paul Hynes, President and CEO of HearthStone Private Wealth Management. A Certified Financial Planner, Paul founded Hearthstone in 2006 leaving a successful 22-year career at a large Wall Street investment firm. HearthStone is a fee-only financial planning firm never satisfied with “good enough” and constantly searching for “better” only ...
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  • 6th Annual A Berry Good Night

    Saturday, Joe Vecchio broadcasted the show from the Berry Good Night event in La Jolla. Hosted by Bill & Michelle Lerach and now in its sixth year, the event celebrates local growers, ranchers, and producers, along with championing the ideology of sustainable food. It unites kindred spirits—artisans, food activists, farmers, ranchers, winemakers, brewers, writers, chefs, restaurateurs and dedicated locavores—for ...
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  • The Changing Profession of Accounting

    This 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 ...
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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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