“Steps to the Summit: Reaching the Top in Business and Life” talks about the determination and strategy you need to achieve business and personal goals. Managing director of Hunter Wise Financial Group, LLC., Paul Fejtek and his wife, Denise have made this metaphor a reality. This successful couple has not only scaled all the major ...

Listen to Podcast of the Show The show’s guest Irwin Jacobs. Dr. Jacobs was born in Massachusetts, and received a B.S. degree in electrical engineering from Cornell University. He then went on to attend Massachusetts Institution of Technology, MIT, where he received his Masters in 1957 and Doctorate in 1959. It was a Professorship at the ...

Listen to Podcast of the Show George Takei, Lorenzo Thione, and Wendy Gillespie were the guests. They are the creators of the theater production “Allegiance: A New American Musical,” which had its world premiere here in San Diego at the Old Globe Theater in the fall of 2012 and is in negotiations to take its poignant ...

Listen to Podcast of the Show The show welcomed back Carl Sheeler of Business Valuations Ltd. His company specializes in assessing a business’s value. This type of appraisal is needed when a company is approaching a merger or acquisition, new partnerships or even estate planning. For those who are new to the idea of business valuation, ...

Five-minute highlight clip of Richard’s speech. Contact Richard if you are interested in having him speak at your event.

In this video presentation, accounting thought leader shows clients of CPA firms why they should work with a “CPA Firm of the Future” not a CPA firm of the past. CPAs are known for being historians. The two service offerings CPAs are best known for, preparing income tax returns and preparing financial statements, are of course ...

Listen to Podcast of the Show Why Businesses Should Consider Regional Banks Richard, Joe and guest Sean Puckett talked about the banking industry in San Diego and how local community banks differ from the big national banks. Sean Puckett joined Regents Bank in November of 2011 as First Vice President. Mr. Puckett is a graduate of the ...

Listen to Podcast of the Show The show welcomed a figure who has long been serving the San Diego community, Judge Robert C. Coates. Judge Coates has had the privilege to see and work within the legal system since 1971 as a Trial Lawyer and presented cases from the local courts all the way to the ...

Guest Blogger Paul Polito Often, out of ignorance mostly, clients put their accountants in a box and won’t let them out. I have experienced this. Once a client gets it in their head that “Polito is our tax guy,” it’s really hard to shake that image. Our profession has so much more to offer! When I was ...

Listen to Podcast of the Show The show welcomed back CPA Don Eppich of Polito Eppich. The accounting firm focuses on serving companies that generate between half a million to 150 million dollars in revenue a year. The discussion will revolve around the premise of the article below by Dean Zerbe, managing Director for alliantgroup. The ...