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 ...

Listen to Podcast of the Show On Sunday April 1st, Richard interviewed sponsor Carl Sheeler about his approach to business valuation. This excerpt from Business Valuations, Ltd., outlines some of the major issues to consider when hiring a business valuation expert: “You need a business valuation” is the statement made to just about every business owner eventually ...

Listen to Podcast of the Show On March 18th UBS strategist Katie Klingensmith and Richard Muscio talked about global macroeconomic trends in light of the coming election. Katie Klingensmith is one of the co-authors of Election Watch 2012, a white paper that identifies political issues at stake with the coming 2012 election. Additionally, on Tuesday, March ...

Listen to Podcast of the Show On Sunday March 4th, Richard and Joe interviewed Don Eppich and Paul Polito about business strategy and taxation. Polito Eppich specializes in serving companies with revenues between a half million to 150 million a year. Generally these businesses are dynamic, either growing or divesting, have complex tax structures and “thin ...

Listen to Podcast of the Show 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 ...

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, the ...

Listen to Podcast of the Show On January 29th, Richard and Joe interviewed Dan McAllister, San Diego County’s Treasurer. Maureen Cavanaugh from KPBS interviewed Dan McAllister on February 20th, and she explored some of the same controversial financial themes we did on our show. For the transcript of Ms. Cavanaugh’s interview, click here. We found this ...

Listen to Podcast of the Show Sponsor and tax attorney Rich Gaines discusses the 3 pillars of Family Wealth: business prosperity, mastery of self, and financial health. Making Sure Your Business is Braced for Success was the subject of his interactive and experiencial workshop. For more information on workshops, please visit www.FamilyLegacyLegal.com or call 760.931.9923. LISTEN TO PODCAST Listen ...

Listen to Podcast of the Show Richard interviewed Andy Blocker on Sunday, February 26th. Mr. Blocker is the Managing Director at UBS in its US Office of Public Policy. Blocker’s previous employer was the New York Stock Exchange (NYSE), where he was Vice President of Government Relations. Blocker has worked for Congressman Martin Frost (F-TX), the ...

Greg Kyte’s monthly look at the current issues and trends in the accounting profession pokes fun at the AICPA’s CPA Horizons 2025 report. Filmed live at the inaugural IC Opportunities event hosted by Jody Padar in Chicago.