Listen to Podcast of the Show The guest was Stephen Freedman, Head of Investment Strategy at UBS. After earning a Master’s degree in economics and business from University of Gallen in Switzerland, Mr. Freedman went on to earn a Ph.D. in financial economics from the same institution. His career at UBS began back in 1998 where ...

Listen to Podcast of the Show The show was be filled with laughter as comedian and actor, Don Rickles joined the show. Mr. Rickles began in show business back in the late 1940s playing small roles on television. However, he became frustrated with the limited number of roles, so he branched out into stand-up comedy. Not ...

Listen to Podcast of the Show The guest was artist, Harrison Howard. Harrison Howard started his career at the age of 19, following in the footsteps of his late and well-known father, Wing Howard. Wing Howard is well-loved in San Diego for his murals at the Whaling Bar of the La Valencia Hotel in La Jolla. ...

Significant literature exists in the CPA profession, whereby the CPA profession has granted itself the lofty title of “Most Trusted Advisor.” Witness the AICPA’s report “CPA Horizons 2025” and articles that have followed the release of this report. The self-granting of this moniker to CPAs, by the CPA profession, is ludicrous. This title has been self-conferred ...

“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 ...