THE AUDIO LIBRARY
TAX, CHARITABLE & ESOP STRATEGIES

Listen to Interviews with
Advisors, Authors & Thought Leaders
from your SmartPhone anytime

1 MINUTE HIGHLIGHTS

Larry Bell - Is Your IRA Your Best Asset or Your Worst Asset?  

Scott Donnelly - Asking Questions is the Best Way to Find an Advisor                                                                         

Dave G - The Role of a CFO is Summed Up using SOS

Heath Goldman - A Strategy for the Tax Weary Business Seller

Bradford Hall - Clean Up Your Books For Ease of Sale

Bruce Jones - Often The Obvious is Overlooked  

Larry Mandell - Are Ghost Assets Costing You Money?

Larry Mandell - Work With Experts Who Know Their Local Tax Rules

Corey Rosen - Common ESOP Misconceptions  

Martin Staubus - ESOP - Employee Owners Will Drive Company Value If You Explain It Right

Tim Voorhees - Minimizing Capital Gains with Advanced Techniques

Tim Voorhees - The Four Elements of Successful Planning

Tim Voorhees - The Best Tax Bracket is the ZERO Tax Bracket

Tim Voorhees - The Government Wants Your Retirement Plan Assets

Darrel Whitehead - What is The True Value of Your Business To A Buyer?  

 

20 MINUTE INTERVIEWS

 Jay Beltz - Tax Benefits of a Pension Plan

Larry Bell - Tax-Wise Strategies to Unwind Deferred Compensation Arrangements  

Larry Bell - A Solution for Underfunded Pension Plans  

Scott Donnelly - Look at Your Tax Professional as a Valuable Team Member

Scott Donnelly - Why Are You Changing and Who’s on Your Team?

Dave G - Your Balance Sheet Says More Than You Think

Heath Goldman- A Strategy for the Tax Weary Business Seller

Bradford Hall - Keep the Audit Target Off of Your Back

Bradford Hall - Common Deductions That The IRS Watches Closely

Bruce Jones - Can You Reduce Taxes? Probably

Larry Mandell - Reducing Your Taxes May Be Easier Than You Think

Larry Mandell - Are You Getting Your Allotted Training Dollars?  

Scott Miller - Goal Identification

Corey Rosen - ESOPs Have Come a Long Way

Jim Sullivan - Tax Planning and Land Conservation

Martin Staubus - ESOP Administration Costs Vary Widely

Tim Voorhees - How to Zero Out Your Taxes and Avoid Involuntary Philanthropy

Nick Yocca - Move From CA to NV And Your House May Be Free