January, 3 2015

April 8, 2012

March 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.

March 15, 2012

Richard Muscio presented at The Secret Knock event hosted by best-selling author (Three Feet From Gold) and motivational speaker Greg S. Reid. Among other notable motivational speakers were Mark Anthony Bates, Dave Stanley, and the inimitable Les Brown, with over 200 in attendance.

Richard spoke about how, from his experience with vision loss in 2001 and his charitable work.

The underlying message behind Richard’s presentation was the importance of business leaders becoming active in their local communities. While contributing money to charitable endeavors is indeed important, because business leaders can bring their time, energy, talents, and networks to bear on community causes, they are in a position to change the world and Richard believes that an obligation to do so results.

January 3, 2015

Patrick Clark has proudly served our country, enlisting in the Marine Corps out of high school where he was instilled with the values on integrity, honor and leadership that serve him well today. His education at the Marine Corps Finance school taught him government financial appropriations, analysis, and monetary auditing. Continuing his education at the University of San Diego’s school of business at the Burnham-Moore’s Center for Real Estate he developed a passion for the Real Estate industry and relies on his experience in the construction trades, finance and leadership to a success in the real estate industry. Following his education at USD, Patrick started his real estate career at an REO asset management firm and rapidly progressed from and finance intern to Asset Manager overseeing the sale of over 1,250 properties in 24 different states. He joined REIG in 2012 as head of Investor relations and Construction Management and has moved REIG to the top of custom home renovations.

Brian Daly graduated with honors from San Diego State University school of business in 2006. He began his career with a mortgage brokerage firm and was the head of marketing and operations by 2007. With the downturn in the economy Brian found an opportunity in the default services and joined an REO company. There he managed and evaluated a portfolio of 80 homes in San Diego County on average and quickly move to an Asset Manager position overseeing more than 300 properties nationwide. Following 4 and a half years with the company, Brian joined REIG in February of 2012 where he oversees the Acquisitions, Marketing, Operations and Dispositions departments for REIG Asset Management.

The company that Brian and Patrick co-founded, REIG, is a privately held real estate investment company specializing in the acquisition, renovation and sale of distressed homes in the San Diego area.

Reflecting on their core values of:
R – Revitalizing Communities
E – Elevating Expectations
I – Integrity First
G – Gratitude
and a strong tie to the military REIG has embarked on a generous plan to give back to the military community bring much needed renovations to the homes of returning veterans and wounded warriors with their Operation Renovation.

This summer, Operation Renovation solicited applications from military families whose homes were in need of remodeling. They have selected the Barton family to receive a home renovation. Barry Barton, a career Navy man, join the Navy soon after 9/11. Barry and his wife Cheryl have 3 lovely children ages 9, 5 and 3. There middle child has congenital CMV so Cheryl does not work to stay at home and care from him. Operation Renovation has selected the Bartons to have their home remodeled to accommodated their childs special needs. The renovation of the Barton’s home will begin in January of 2015.

But this is just a start. Not satisfied with help one family, the goal of Operation Renovation is to help 4 families a year next year. And from there, as many as they can.

Podcast

March 11, 2012

March 11, 2012


Laura Farmer Sherman joins Richard and Joe on the show March 11, 2012.

While nationally Susan G. Komen for the Cure has been in the news recently over their relationship with Planned Parenthood, Laura, Richard and Joe will be discussing the specific contributions that Komen has been making locally here in San Diego’s care and prevention community, as well as its plans for future contributions locally.

Podcast

March 4, 2012.

February 26, 2012

February 19, 2012