Entries Tagged as 'Tax Planning'
August 8th, 2011 · Comments
Christine De La Torre, Founder and Owner of Christine's BookKeeping discusses the most common bookkeeping mistakes made by business owners and entrepreneurs with host Ric Franzi.
Kathy Dahl Crifasi, Founder of Hipzbag shares experience building a business-to-consumer firm after successfully creating a business-to-business information technology firm.
Tags: Business Flexibility · Startup · Entrepreneurs · Financial Information · Marketing · Customer Service · Brand Positioning · Website Traffic · Online sales · Social Media · Retail · Women Owned Business · Tax Planning · Fashion/Garment Industry · Celebrity Gifting Strategy
July 6th, 2011 · Comments
Dr. Carol Wintermute, Doctor of Chiropractic, CEO and Founder of HealthXL shares the story of her 25 years in business and current trends in healthy living.
Dean McCormick, Managing Partner of Insight Wealth Strategies talks with host Ric Franzi about his strategy to help his clients with wealth creation.
Tags: investment Advice · Entrepreneurs · Financial Information · Marketing · Healthcare · Business Models · Brand Positioning · Website Traffic · Women Owned Business · Tax Planning · Consulting Services · Capital Investment
March 28th, 2011 · Comments
Vic Hausmaninger, Partner at HBLA talks with host Ric Franzi about the proposed changes to lease accountancy rules that business owners and CEOs need to know. Ric asks Vic to share his thoughts about being a contributing author in the new book "The Power of CEO Guiding Principles" released Tuesday March 29th.
Linda Strand, Owner of Independent Energy Solutions discusses her family owned and operated firm specializing in the installation of renewable energy systems. IES is a full service engineering and construction firm with over 40 years of combined experience in photovoltaics and support infrastructure.
Tags: Education · Book Author · Entrepreneurs · Technology · Government Regulations · CFO · Family Owned Business · Federal Government Programs · State Regulations · Construction · Federal Regulations · Green Industry · Women Owned Business · Tax Planning · Consulting Services
February 12th, 2011 · Comments
Gary L. Kramer, Founder of Kramer & Olsen Accountancy Corp. talks with host Ric Franzi about what business owners should know regarding the tax law changes in 2011. These recent changes affect both individuals and businesses. Ric asks Gary to highlight some of the new tax incentives which may be of value for business owners.
Dan Merkle, CEO of Lexipol, LLC discusses his firm's focus on the public sector safety agencies. Lexipol is America's leading source for risk management resources, delivering services through a unique, web-based development system with integrated training.
Tags: Entrepreneurs · Government Regulations · Financial Information · Marketing · Knowledge Workers · Closely Held Business · Federal Government Programs · Lawsuits · Brand Positioning · Federal Regulations · Niche Markets · Tax Planning · Consulting Services
October 15th, 2010 · Comments
Lili Shadab, Founder of Elite Productions International, a company she created in 1991. Lili talks with host Ric Franzi about how she has built a thriving, brand-focused, event planning business providing a wide range of services to large clients including Fortune 500 firms such as Intel and Wells Fargo.
Greg Levin, Partner of Romero & Levin Wealth Management. Greg is Certified Financial Panner with numerous years of experience in the financial services field. He will be sharing his experitise with Ric about helping businesses find creative ways to save money on their employee benefits.
Tags: Financial Information · Healthcare · Family Owned Business · Hospitality Industry · Entertainment · Tax Planning · Affiliate Marketing · Creative Services
August 30th, 2010 · Comments
Dan Romero, Principal of Romero & Levin Wealth Management shares with host Ric Franzi the common mistakes business executives make involving their long term financial planning. He also provides the most current updates relating to 401(k) investment advice and the new federal regulations.
Jerry Flathers, President and Founder of Flather's Precision a manufacturing company he started in 1989. Jerry and Ric discuss the steps he has been talking to maintain his highly precise CNC (Computer Numerically Controlled) manufacturing firm in Orange County as well as actions he is now taking to better deal with the current economic environment.
Tags: General Interest · investment Advice · Manufacturing · Business Flexibility · Financial Information · Medical Devices · Healthcare · Family Owned Business · Closely Held Business · Federal Regulations · Tax Planning
August 7th, 2010 · Comments
Mirna Bard, Owner of NuReach Global talks with host Doug Gfeller about how important it is for business owners and executives to have an internet marketing strategy before embarking on a social media campaign. They also discuss the need to link your internet marketing strategy to the corporate growth strategy.
Wade Slome, Owner of Sidoxia Capital Management discusses his book "How I Managed $20 Billion by the Age 32". Doug and Wade talk about Wade's inspiration for writing the book and how he has differentiated himself in the investment field.
Tags: General Interest · investment Advice · Book Author · Startup · Entrepreneurs · Financial Information · Marketing · Customer Research · Brand Positioning · Website Traffic · Personal Branding · Social Media · Women Owned Business · Tax Planning
July 22nd, 2010 · Comments
Darin Gibson, Owner of Burnham Gibson Financial Group, Inc. talks with host Ric Franzi about how he's succeeded in building a financial services firm serving Orange County from the ground up. He also discusses how his firm's role of providing innovative, practical financial programs has been tested by the volatile investment landscape.
Theo Rokos, President of GreenJobInterview.com talks about the benefits of their cutting-edge, virtual interview process. Ric and Theo talk about the impact of being a green industry firm and how GreenJobInterview.com helps companies like WalMart save money and gain CO2 credits by conducting live interviews using their leading-edge technology.
Tags: General Interest · investment Advice · Business Flexibility · Culture · Entrepreneurs · Financial Information · Marketing · Brand Repositioning · Hiring Employees · Family Owned Business · Differentiated Business Models · Business Models · Communication · Federal Regulations · Green Industry · Human Resources · Tax Planning
July 22nd, 2010 · Comments
Karla Dennis, Owner of Cohesive Tax Strategies, is positioned as "America's Tax Diva". She shares with host Ric Franzi the implications of the latest tax laws for business owners and executives. Karla also discusses the common mistakes made during succession planning as it relates to tax planning.
Dave Wilk, Executive Director of Goals, a non-profit that has been providing local, underprivileged children in Anaheim with sports, activities, and transportation since 1994. Dave gives a sneak preview into their new complex scheduled to open in late July.
Tags: General Interest · Culture · Entrepreneurs · Family Owned Business · Construction · Nonprofits · Community Events · Federal Regulations · Social Media · Women Owned Business · Tax Planning