I just finished reading the recent report titled CPA Horizons 2025 which was put forth by the American Institute of Certified Public Accountants to describe both the current state as well as the future of the CPA profession. Please allow me a couple of minutes to stretch my 6’2” frame, because to be able to read ...

Listen to Podcast of the Show Vlad Kogan Ph.D. (candidate) at UCSD and co-author of the book Paradise Plundered; Fiscal Crisis and Governance Failures in San Diego joined the show. LISTEN TO PODCAST Listen to a podcast of Vlad Kogan’s interview!

“While you prepare to close the books on 2011, you should take a moment to consider your investment and tax planning. The inevitable debates in the upcoming election year surrounding the economy and national debt will likely lead to changes in tax policy. In the meantime, there is opportunity for individuals to take advantage of ...

Listen to Podcast of the Show Certified Public Accountant, Dru Brannen joined the show to talk about 2011 year end tax issues for small businesses. John Drulane (“Dru”) Brannen, CPA, is a founding Partner with Friedman Brannen LLP. For more than three decades, Dru has provided multi-level tax and tax consulting services to individuals and all forms ...

Listen to Podcast of the Show Richard and Joe are joined in studio by Carl Sheeler, managing partner of Business Valuation LTD and Allison Appraisals. Carl Sheeler earned a Ph.D. in finance in 2004 from the Union Institute and University. After his decade long career as a U.S. Marine officer, Carl joined the ranks of Business Valuations, ...

Collaborating to Manage the Golden Egg The presentation below outlines Richard’s tried and true business practices that make him a trusted adviser to family offices. Topics include marketing yourself, networking, becoming a communications hub, listening, expressing gratitude, becoming a thought leader, and helping families create a legacy. The presentation includes action items and challenges that will change ...

The 2011 year’s race attracted over 8,000 participants. There were over 12,000 people at the finish line, and 5 course records were set. The Oceanside Turkey Trot is becoming a local tradition as families come out the Oceanside pier for some exercise before their big Thanksgiving feast. Additionally, more than $30,000 was raised for local ...

Listen to a Podcast of the Show 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 ...

Listen to Podcast of the Show In keeping with Richard’s commitment to giving back to the community, he teamed up with Kathy Kinane to establish the “Move Your Feet Before You Eat” Foundation in 2007. Richard said on his show, “We call ourselves ‘Move Your Feet Before You Eat’ because the whole message behind our foundation ...

Richard and Joe interview Rich Gaines of Legacy Legal. This law firm has been helping families navigate the confusing waters of family trusts, estate planning, and much more. LISTEN TO PODCAST Listen to a podcast of Rich Gaines’s interview!