The Family Office Guy’s Video Presentations
Marketing to Best Clients Not New Clients
August 24, 2026
May 1, 2014
Become the most trusted advisors not just analysts of past financial dynamics, should be the drive force behind any CPA’s marketing plan. Also, marketing more to best clients than possible new clients is a way to become the firm of the future.
Continue reading →Succession Planning so the CPA Firm is Handed to the Future
August 24, 2026
April 28, 2014
This is the most important issue facing the CPA industry because only 25% of all firms have a viable succession plan. There are several keys that need to be addressed in this, but among the most important is providing services to the top clients as firm not just the senior partner or owner.
Continue reading →Six Tactics CPA Businesses Need to be Firms of the Future
August 24, 2026
April 25, 2014
1. People
2. Paperlessness
3. Work flow
4. Technology
5. Seasonality
6. Hourly Billing
Continue reading →How CPAs can Differentiate Themselves in the Market
August 24, 2026
April 22, 2014
CPA firms are no longer defined by income tax return preparation and financial statement preparation. While the industry is no longer defined by these services, many still believe that this all that accountants do. In order to break this notion, Richard explains the two key things that he believes helps set his firm apart from the rest a CPA Firm of the Future.
Continue reading →Cultural Dynamics of the CPA Offices of the Future
August 24, 2026
April 22, 2014
Building a work environment that promotes community through departments sharing workloads rather than hoarding the best clients. Collaborating with other professionals whose specialties compliment and aid a CPA in making fiscal projects. Giving back to the community in which the firm is based. These are just some of the things that will help define the CPA Firm of the Future.
Continue reading →The American Taxpayer Act of 2012
August 24, 2026
March 29, 2013
The American Taxpayer Relief Act of 2012
Accountant, speaker and radio talk show host Richard Muscio, CPA, believes that the American Taxpayer Relief Act of 2012 is a “game changer” for owners of very profitable businesses, real estate operators and high-net-worth individuals and families. CPA’s and their firms must change the way they do business to properly advise these A-list clients, he says.
Handout of PDF that accompanies Cliff Notes: Estate Planning Council of San Diego
Five-minute highlight clip of Richard’s speechContact Richard if you are interested in having him speak at your event.
Continue reading →How to Stay Relevant as a CPA
August 24, 2026
January 1, 2013
Five-minute highlight clip of Richard’s speech.
Contact Richard if you are interested in having him speak at your event.
Continue reading →Business Succession Planning: Can I Really Fire My Mother?
August 24, 2026
July 26, 2012
Handout of PDF that accompanies Business Succession Planning: “Can I Really Fire My Mother?”
Five-minute highlight clip of Richard’s speechContact Richard if you are interested in having him speak at your event.
Continue reading →Dick Van Dyke at the San Diego Aging Summit
August 24, 2026
June 15, 2016
June 2016
Joe had the pleasure of visiting Dick Van Dyke at the 2016 San Diego Aging summit held at the Town and Country Convention Center on June 15th. Dick was the keynote speaker and was also signing copies of his book “Keep Moving: And Other Tips and Truths About Aging.” In “Keep Moving,” Dick Van Dyke offers his own playful anecdotes and advice, as well as insights from his brother, actor Jerry Van Dyke; his friend and creator of The Dick Van Dyke Show, Carl Reiner; and other spirited friends and family. Whether he’s describing the pleasure he takes in his habitual visits to the grocery store; how he met his late-in-life-love Arlene; or how he sprung back, livelier than ever, from a near-death experience, Dick’s optimistic outlook is an invigorating tonic for anyone who needs a reminder that life should be lived with enthusiasm despite what the calendar says.
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Mr. Van Dyke was joined by other interesting speakers. In breakout sessions attendees were able to meet local exhibitors and had the opportunity to view a livable home and a livable community exhibit and then provide their input on priorities to address for the Age-Friendly Communities Initiative. There was also valuable information for family caregivers, particularly those dealing with the challenges of caring for someone with Alzheimer’s disease or another form of dementia.
Son of Harpo Speaks
August 24, 2026
January 2, 2016
Richard and Joe welcome Bill Marx, son of the beloved comedian Harpo Marx. Show business has truly been his life. His father, born Adolph Marx, got his stage name “Harpo” because he played the harp. In 1910, Harpo join his two brothers Julius (“Groucho”) and Milton (“Gummo”) to form the “The Three Nightingales” which later became “The Marx Brothers.” Harpo was famous for his sight-gags and props. By the age of 12, Bill traveling with his dad on the road and was Harpo’s personal prop man, packing his trunk for every performance.Bill studied composition at the Julliard School and is an accomplished pianist, but thinks of himself as a composer first. He began arranging and conducting for his Dad’s recordings and personal performances, and he wrote scores for numerous movies and televisions shows including The Love Boat and Fantasy Island. Bill, his Mother (Susan Fleming Marx) and his Father, Harpo, have the distinction of being the only Father-Mother-Son combination honored on the Palm Springs Walk of Stars. In fact, they have 5 stars among them.
In his book, Son of Harpo Speaks, Bill tells the story of his life in show business and his journey down an amazing highway of discovery and love (with more than 160 photos).
Now a resident of Palm Springs, Bill actively supports many charities. He serves on the boards of Act For MS, Angel View, and he performs at the Stroke Recovery Center. He is also in the process of creating the Harpo Marx Scholarship Foundation.
To learn more about Harpo’s life and Bill’s life with Harpo, visit Harpo’s Place.
To learn more about the Marx Brothers, visit the The Marx Brothers Council of Britain.LISTEN TO PODCAST:
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