Home
Suggestions
Past Episodes
Contact Information
Contact Information
Our Guests
David Beck
19925 Stevens Creek Blvd., Suite 100
Cupertino, CA 95014
(408)925-7135
Bettie Baker Marshall
Attorney at Law
577 Salmar Avenue, Suite 120
Campbell, CA 95008
(408)874-0990
Bettie@bbm-law.com
G. Scott Haislet
986 Moraga Rd.
Lafayette, CA 94549
(925)283-1031
William J. Mitchell
P.O. Box 1578
Capitola, CA 95010
(831)476-5624
Craig Martin, CFP
Family Wealth Consulting Group
25 Metro Drive, Suite 600
San Jose, CA 95110
(408)453-2222
craig@fwcg.net
www.fwcg.net
Call (408)453-2220 for an appointment or to purchase his book, Asset Class Investing
Naomi S. Comfort, J.D.
Attorney at Law
The Silicon Valley Elder Law Group, PC
1950 The Alameda, Suite 175
San Jose, CA 95126
(408)248-7878
Jeffrey B. Hare
501 Stockton Ave.
San Jose, CA 95126
(408)279-3555
John Hopkins
Hopkins & Carley
PO Box 1469
San Jose, CA 95109
(408)286-9800
Mark A. Erickson
2155 S. Bascom Ave., Suite 100
Campbell, CA 95008
(408)377-9101
mark@markaerickson.com
www.markaerickson.com
John Olagues
413 Sauve Rd.
River Ridge, LA 70123
(504)305-4449
Stanley Zlotoff
300 South First St., Suite 215
San Jose, CA 95113
(408)287-5087
Peggy Martin, CLU, FLMI, CASL
Family Wealth Consulting Group
25 Metro Drive, Suite 600
San Jose, CA 95110
(408)453-2221
peggy@fwcg.net
www.fwcg.net
Lori Greymont
305 Vinyard Town Center #228
Morgan Hill, CA 95037
(888)298-0652
Michael Desmarais
16450 Los Gatos Blvd., Ste. 208
Los Gatos, CA 95032
(408)356-6886
James Quillinan, Esq.
Hopkins & Carley
70 South First St.
San Jose, CA 95113
(408)286-9800
www.hopkinscarley.com
Karl-Heinz Lachnicht
Silicon Valley Law Group
25 Metro Dr., 6th Floor
San Jose, CA 95110
(408)573-5700
David S. Howard
Hoge, Fenton, Jones & Appel
60 South Market St., Ste. 1400
San Jose, CA 95113
(408)287-9501
Greg Carpenter
Business Team
1901 S. Bascom Ave., Suite 400
Campbell, CA 95008
(408)385-6658
gregcarpenter@business-team.com
www.business-team.com
William Mahan
Attorney at Law
125 S. Market St., Suite 1200
San Jose, CA 95113
(408)288-8100
wdmlaw@gedlaw.com
www.mahan-law.com
Dick Blakely
The Blakely Group, Inc.
2804 Mission College Blvd., Suite 205
Santa Clara CA 95054
(408)459-4910
Raymond Sheffield
Attorney at Law
25 Metro Dr., Suite 600
San Jose, CA 95110
(408)920-2500
Phil Price, EA
The Price Company
5151 N. Palm Avenue, Suite 920
Fresno, CA 93704
(888)558-1817
philp@thepricecompany.com
www.ThePriceCompany.com
Tom Oviatt
Wymac Capital, Inc.
2700 Ygnacio Valley Rd., Suite 260
Walnut Creek, CA 94598
(925)937-4300
tomo@wymac.com
www.wymac.com
Don Pollard
Advanced Professionals
5448 Thornwood Dr., Ste. 200
San Jose, CA 95123
(408)363-7342
Patricia Cain
Professor of Law
Santa Clara University
500 El Camino Real
Santa Clara, CA 95053
(408)554-4612
pcain@scu.edu
law.scu.edu/blog/samesextax
Lamarr Baxter
Entrust Group
555 12th St., Ste. 1250
Oakland, CA 94607
(916)509-7271
lbaxter@theentrustgroup.com
www.theentrustgroup.com
Janis A. Carney, Attorney at Law
Carney, Sugai & Sudweeks, LLP
750 University Ave., Suite 140
Los Gatos, CA 95032
(408)354-0200
JanisC@css-lawfirm.com
www.css-lawfirm.com
Dean Fabro
Bank of the West, San Jose Main
50 San Fernando St.
San Jose, CA 95113
(408)947-5005
Dean.Fabro@bankofthewest.com
www.bankofthewest.com
Kathleen S. Wright, J.D.
American Red Cross, Silicon Valley Chapter
2731 N. First Street
San Jose, CA 95134
(877)727-6771
wrightkath@usa.redcross.org
www.redcross.org
Francis Burton Doyle
Attorney at Law
WealthPLAN
1635 The Alameda, Second Floor
San Jose, CA 95126
(408)918-9030
fbdoyle@wealthplan.com
www.wealthplan.com
James O. Brown
Perisho, Tombor, Ramirez, Filler & Brown
1901 S. Bascom Ave., Ste. 600
Campbell, CA 95008
(408)985-5150
Robert Temmerman, Jr.
Attorney at Law
Temmerman, Cilley, & Kohlmann LLP
2502 Stevens Creek Blvd.
San Jose, CA 95128
(408)998-9500
rtemmerman@tcklawfirm.com
www.tcklawfirm.com
Jann Besson
Attorney at Law
Law Offices of Besson & Yarbrough
4984 El Camino Real, Suite 110
Los Altos, CA 94022
(650)864-9330
jann@besson-yarbrough.com
Richard H. Lambie
367 South Baywood Ave.
San Jose, CA 95128
(408)551-0212
richard@rhlambie.com
www.rhlambie.com
Jim Beall, Jr.
100 Paseo De San Antonio #300
San Jose, CA 95113
(408)282-8920
Geraldine Barry
San Jose Real Estate Investors Association
P.O. Box 90542
San Jose, CA 95109-3542
(408)264-3198
Michael W. Malter
Binder & Malter, LLP
2275 Park Ave.
Santa Clara, CA 95050
(408)295-1700
Hilary Martin, CFP
Family Wealth Consulting Group
25 Metro Drive, Suite 600
San Jose, CA 95110
(408)453-2225
hilary@fwcg.net
www.fwcg.net
Tom W. Anderson
Pensco Trust Company
450 Sansome St., 14th Floor
San Francisco, CA 94111
(415)274-5608
tom.anderson@pensco.com
www.PENSCOTrust.com
John Herzog
Valley Community Bank
1150 South Bascom Avenue, Suite 28
San Jose, CA 95128
(408)275-7150
David Kirsch
Attorney at Law
10 Almaden Blvd., Suiite 1250
San Jose, CA 95113
(408)298-5500
dkirsch@etaxlitigator.com
Bernard J. Vogel III
Attorney at Law
Silicon Valley Law Group
25 Metro Dr., 6th Floor
San Jose, CA 95110
(408)573-5700
vogel@svlg.com
www.svlg.com
John F. Hopkins
Attorney at Law
Hopkins & Carley
P.O. Box 1469
San Jose, CA 95109
(408)286-9800
jhopkins@hopkinscarley.com
www.hopkinscarley.com
Steve Reiss, CPA
Berger Lewis Accountancy Corporation
55 Almaden Blvd., Suite 600
San Jose, CA 95113
(408)494-1200
sreiss@bergerlewis.com
www.bergerlewis.com
Michael Desmarais
Attorney at Law
16450 Los Gatos Blvd., Suite 208
Los Gatos, CA 95032
(408)356-6886
mgd@desmaraislaw.com
www.desmaraislaw.com
Michael Sipe
Investment Banker
Crosspointe Capital
2003 Gateway Place, Suite 500
San Jose, CA 95110
(408)295-4299
mike@crosspointecapital.com
www.crosspointecapital.com
William Mahan, Attorney at Law
51 E. Campbell Ave., Ste. 107A
Campbell, CA 95008
(408)371-4211
wdmlaw@ix.netcom.com
www.mahan-law.com
Upcoming Guests
Our Host
Michael Gray, CPA
Michael Gray is author of The Real Estate Handbook, Executive Tax Planning for Employee Stock Options, and Secrets of Tax Planning for Employee Stock Options. You can purchase his books at Amazon.com or directly from Michael Gray by clicking on the title of the book.
Connect with him on Twitter at @michaelgraycpa, on Facebook, or on his website, www.taxtrimmers.com.
You can make a tax appointment with Michael Gray at (408)918-3162 on a Monday, Wednesday or Friday between 9am and 5pm, Pacific time.
Suggest A Guest or Topic
Financial Insider Weekly
Wednesdays 4:30pm Channel 15 in San Jose and Campbell and streaming at www.creatvsj.org.
Suggest A Guest or Topic
© 2011