November 12, 2011 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 ...

October 30, 2011 “It’s Your Money and Your Life!” will be featuring an interview with class-action attorney Bill Lerach. For over 30 years, Lerach was a securities lawyer. He led the prosecution of securities class and stockholder derivative actions which resulted in over $45 billion dollars of recoveries for defrauded shareholders of Wall Street banks, major ...

Did Bobby Riggs Throw The Battle of the Sexes tennis match? (Richard Muscio, CPA, says “Of course not. Follow the money.”) Don Van Natta, however, says ‘yes’ in this piece he produced for ESPN. The Match Maker, Mr. Van Natta is an investigative reporter that has been on staff with ESPN since January of 2012. Prior to ...

About a month ago, Mari Muscio decided to take up running. There must be some talent in the family as Mari has accomplished an enviable feat in a short time. She ran the 5k at the San Diego Half Marathon on March 10th and won her age division (50-54 women) with a time of 25 ...

I am pleased to share with you that Drew Freides of UBS Wealth Management Americas has been named by Barron’s magazine as a “Top 1,000 Financial Advisor” in the United States. This is one of our industry’s highest honors and underscores Drew and his team’s commitment to solving the growing needs of their clients. Barron’s annual ...

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 ...

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 ...

In his video presentation, titled Unleashing the CPA’s Potential: The CPA of the Future, From Service Provider to Essential Advisor, Muscio reviews the findings of the AICPA report point-by-point. He explains and builds upon controversial remarks he made on his blog earlier this year that objected to some of the report’s key conclusions about increasing ...

Richard completed the 2012 Boston Marathon in sweltering heat on Monday, April 16th for Team Perkins. Team Perkins raised $73,333 for Perkins School for the Blind.