Past Episodes

August 25, 2010: David Howard, Attorney and retired CPA, “Information reporting requirements for foreign bank accounts and trusts”
August 18, 2010: Scott Haislet, Attorney and CPA, “California Short Sales and Foreclosures”
August 11, 2010: Professor Patricia Cain of Santa Clara University, School of Law, “Recent developments for federal taxation of California registered domestic partners”
August 4, 2010: Geraldine Barry, President of San Jose Real Estate Investors Association, “How I got started investing in real estate”
July 28, 2010: Peggy Martin, ChFC of The Family Wealth Consulting Group, “The role of life insurance in your estate and financial planning”
July 21, 2010: Attorney Naomi Comfort of Hawks & Comfort, LLP, “Special needs trusts”
July 14, 2010: Attorney G. Scott Haislet, “Sale of a principal residence”
July 7, 2010: Attorney G. Scott Haislet, “1031 exchanges of real estate”
June 30, 2010: Attorney Michael Malter of Binder & Malter, LLP, “What you should know about bankruptcy for individuals”
June 23, 2010: Attorney Michael Desmarais, “Estate planning for the second marriage”
June 16, 2010: Craig Martin of The Family Wealth Consulting Group, “Alternative investments”
June 9, 2010: Hilary Martin of The Family Wealth Consulting Group, “Should I convert my regular IRA to a Roth?”
June 2, 2010: John Hopkins, Esq. of Hopkins & Carley, “Succession planning issues for a family business”
May 25, 2010: Don Pollard of Advanced Professionals, “Choosing a medical insurance policy”
May 19, 2010: Don Pollard of Advanced Professionals, “What Health Care Reform Means for Employers”
May 12, 2010: Don Pollard of Advanced Professionals, “What Federal Health Care Reform means for you”
May 5, 2010: James Quillinan, Esq. of Hopkins & Carley, “California real estate change of ownership rules in estate and business planning”
April 28, 2010: James Quillinan, Esq. of Hopkins & Carley, “Coping with one-year Federal Estate Tax repeal for 2010”
April 21, 2010: Lori Greymont of Summit Solutions Team Corp, “Real estate investment alternatives”
April 14, 2010: Lori Greymont of Summit Solutions Team Corp., “Investing in Real Estate Bank Foreclosure Packages (REOs)”
April 7, 2010: John Olagues, “Employee stock options – hedging strategies”
March 31, 2010: John Olagues, “Employee stock options – the basics”
March 24, 2010: Tom Anderson of Pensco, “Alternative investments in your IRA or Roth account”
March 17, 2010: Tom Anderson of Pensco, “Real estate investments in your IRA or Roth account”
March 10, 2010: John Herzog of Valley Community Bank, “Small business financing”
March 3, 2010: David Beck, “Applying for financial aid for higher education”
February 24, 2010: David Beck, “ Using Tax Benefits and Student Loans for Financing a College Education”
February 17, 2010: attorney Ray Sheffield, “Estate planning for retirement benefits”
February 10, 2010: Professor Patricia Cain, “Estate and gift tax problems of same sex couples”
February 3, 2010: Professor Patricia Cain, “Income tax problems of same sex couples”
January 27, 2010: attorney Bill Mahan, “Estate and financial issues relating to your title to property”
January 20, 2010: attorney Bill Mahan, “Why you need a Will”
January 13, 2010: attorney David Kirsch, “When you owe taxes to the IRS”
January 6, 2010: attorney David Kirsch, “Preparing for an IRS audit”
December 30, 2009: attorney Bernard Vogel, III, “Choices of forms for conducting closely-held businesses”
December 23, 2009: Tom Oviatt, “Home mortgage developments”
December 16, 2009: Dick Blakely, “Benefits of a family office”
December 9, 2009: Phil Price, EA, “Retirement plans for closely held businesses”
December 2, 2009: attorney Frank Doyle, “Estate planning in uncertain times”
November 25, 2009: attorney John Hopkins, “Community Giving as a Family Value”
November 18, 2009: Kathleen Wright, American Red Cross, “Financial preparation for a disaster”
November 11, 2009: attorney Naomi Comfort, “Handling retirement accounts after a death”
November 4, 2009: Steve Reiss, CPA, “The role of the business valuation specialist”
October 28, 2009: Craig Martin, CFP, “How to make sure your retirement portfolio outlives you”
October 21, 2009: Peggy Martin, CLU, “Long-term healthcare insurance”
October 14, 2009: attorney Jann Besson, “Qualifying for MediCal coverage for long-term healthcare”
October 7, 2009: Michael Desmarais, Attorney “Your Rights as a Beneficiary”
September 30, 2009: Michael Sipe, Investment Banker “Preparing to Sell a Business”
September 23, 2009: Robert Temmerman, Jr., Attorney “I'm a Trustee, Now What?”
September 16, 2009: Robert Temmerman, Jr., Attorney “I'm an Executor, Now What?”
September 9, 2009: William Mahan, Attorney “Short Sales and Foreclosures - Tax Consequences”
September 2, 2009: William Mahan, Attorney “How Mortgage Modifications, Short Sales and Foreclosures Work”
August 26, 2009: Bettie Baker Marshall, Attorney “Caring for Incapacitated Relatives (Elder law)”
August 19, 2009: Richard Lambie “The Role of the Professional Fiduciary"
August 12, 2009: Craig Martin, CFP “Why Use A Fee-Only Financial Planner?”
August 5, 2009: Craig Martin, CFP “Investing In Turbulent Times”

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