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Past Episodes
- June 14, 2013 (rerun of December 16, 2009 episode): Dick Blakely, “Benefits of a family office”
- June 7, 2013: attorney David Howard of Hoge, Fenton, Jones & Appel, “Federal reporting requirements for foreign bank and brokerage accounts”
- May 31, 2013: Don Pollard, CLU, ChFC of Advanced Professionals, “Group health insurance plans for small businesses”
- May 24, 2013: Don Pollard, CLU, ChFC of Advanced Professionals, “Health insurance for individuals”
- May 17, 2013 (rerun of July 20, 2011 episode): James V. Quillinan, Attorney, Hopkins & Carley, “Tax planning for real estate change of ownership in California”
- May 10, 2013: attorney James V. Quillinan of Hopkins & Carley, “Estate planning with portability of a deceased spouse’s federal estate and gift tax exemption amount”
- May 3, 2013: attorney James V. Quillinan of Hopkins & Carley, “Impact of 2013 'Fiscal Cliff' tax legislation on estate planning”
- April 29, 2013 (rerun of July 13, 2011 episode): Jeffrey B. Hare, Attorney, APC, “Using a checkbook LLC to invest IRA and Roth funds”
- April 19, 2013: attorney Jeffrey Hare, APC, “How to settle legal disputes out of court”
- April 12, 2013: Michael Jones, CPA, Thompson Jones LLP, “Community property issues for retirement accounts”
- April 5, 2013: Tom W. Anderson, President, Retirement Industry Trust Association, “How to make alternative investments besides real estate in your Roth or IRA account”
- March 29, 2013: Tom W. Anderson, President, Retirement Industry Trust Association, “How to invest in real estate using your Roth or IRA account”
- March 22, 2013: attorney Michael W. Malter, Binder & Malter, LLP, “What you should know about bankruptcy for individuals”
- March 15, 2013: attorney Bernard Vogel III, Silicon Valley Law Group, “Alternative forms for businesses”
- March 8, 2013: attorney G. Scott Haislet, “Short sale and foreclosure wars”
- March 1, 2013: attorney G. Scott Haislet, “Section 1031 Tax-Deferred Exchanges”
- February 22, 2013 (rerun of February 24, 2012 episode): Professor Patricia Cain of Santa Clara University School of Law, “Estate and gift tax planning for same sex couples”
- February 15, 2013: Professor Patricia Cain of Santa Clara University School of Law, “Tax developments for same sex couples”
- February 8, 2013: David Beck, CFP® of Bay Area Planners, “How to prepare for the challenge to families of financing a college education”
- February 1, 2013 (rerun of August 10, 2011 episode): attorney John Hopkins of Hopkins & Carley, “Succession planning for a family business”
- January 25, 2013 (rerun of November 18, 2011 episode): John Hopkins, attorney, Hopkins & Carley, “How to promote community giving as a family value”
- January 18, 2013: attorney Mark Erickson, “Divorce – California style – The Family Residence”
- January 11, 2013: attorney Mark Erickson, “Divorce – California style – The Family Business”
- January 4, 2013: attorney Mark Erickson, “Divorce – California style – Basics”
- December 28, 2012: William Mitchell, CPA, “I owe back taxes to the IRS! What should I do?”
- December 21, 2012: William Mitchell, CPA, “I don’t agree with my IRS audit report. What should I do?”
- December 14, 2012: William Mitchell, CPA, “I’m being audited by the IRS! What should I do?”
- December 7, 2012: William Mahan, attorney, of counsel to Gates Eisenhart Dawson, “Why you need a will”
- November 30, 2012: William Mahan, attorney, of counsel to Gates Eisenhart Dawson, “Tax and financial considerations of title”
- November 23, 2012: Phil Price, EA, The Price Company, “Qualified Retirement Plans for closely-held business”
- November 16, 2012: Emmett Carson, PhD, CEO, Silicon Valley Community Foundation, “How to promote community giving as a family value”
- November 9, 2012: Kathleen Wright, attorney, American Red Cross, “Financial preparation for a disaster”
- November 2, 2012: Naomi Comfort, attorney, Silicon Valley Elder Law P.C., “Using Powers of Appointment to provide asset protection and flexibility”
- October 26, 2012: Naomi Comfort, attorney, Silicon Valley Elder Law P.C., “The role of financial capacity in elder law”
- October 19, 2012: Lori Greymont, CEO, Summit Assets Group, “Different ways to invest in real estate”
- October 12, 2012: Lori Greymont, CEO, Summit Assets Group, “Real estate investment opportunities in Atlanta”
- October 5, 2012: Peter Moss, Wymac Capital, Inc., “Big picture strategies for the home mortgage marketplace”
- September 28, 2012: Peggy Martin, ChFC, MSFS, The Family Wealth Consulting Group, “Socially responsible and sustainable investing”
- September 21, 2012: Craig Martin, CFP®, The Family Wealth Consulting Group, “Alternative investments besides stocks and bonds”
- September 14, 2012: Craig Martin, CFP®, The Family Wealth Consulting Group, “Investing basics”
- September 7, 2012: Dick Blakeley, RIA, The Blakely Group, Inc., “A financial planning case study”
- August 31, 2012: Gregory Carpenter, BTI Group Merges and Acquisitions “Preparing to sell a business”
- August 24, 2012: Gregory Carpenter, BTI Group Merges and Acquisitions “How to buy a business”
- August 17, 2012: Nancy J. Ross, Divorce Coach, Mediator,from Bauer, Shepherd, Ross and Associates, “How a collaborative approach can help make divorce a less painful process”
- August 10, 2012: Judy Barber, Family Money Consultants, LLC, “Raising money-smart kids in the midst of affluence”
- August 3, 2012: Judy Barber, Family Money Consultants, LLC, “The transfer of family wealth to the next generation: What's the money for?”
- July 27, 2012: Francis Doyle, attorney, WealthPLAN, “Preserving family assets using a family limited partnership or LLC”
- July 20, 2012: Dean Fabro, Bank of the West,“Small Business Financing”
- July 13, 2012: James Brown, ASA, CFP®, Perisho, Tombor, Ramirez, Filler & Brown, PC, “The role of the business valuation specialist”
- July 6, 2012: David Howard, attorney, Hoge, Fenton, Jones, Appel, “Information reporting requirements for foreign bank accounts and foreign trusts”
- June 29, 2012: Peggy Martin, CLU, ChFC, MSFS, The Family Wealth Consulting Group,“Long-term care insurance”
- June 22, 2012: Janis Carney, attorney, Carney, Sugai & Sudweeks, LLP, “Veteran’s Administration benefits for long-term care”
- June 15, 2012: Janis Carney, attorney, Carney, Sugai & Sudweeks, LLP, “Life care planning”
- June 8, 2012: Michael Desmarais, attorney, “Your rights as a beneficiary”
- June 1, 2012: Don Pollard, CLU, ChFC, Advanced Professionals, “Group medical insurance for small businesses”
- May 25, 2012: Don Pollard, CLU, ChFC, Advanced Professionals, “Health insurance alternatives for individuals”
- May 18, 2012: William Mahan, attorney, “Tax considerations of short sales and foreclosures”
- May 11, 2012: William Mahan, attorney, “Mechanics of short sales and foreclosures”
- May 4, 2012: Jann Besson, attorney, Besson and Yarbrough, “Using Medi-CAL benefits for long-term care”
- April 27, 2012: Richard H. Lambie, professional fiduciary, “The role of the professional fiduciary”
- April 20, 2012: Robert E. Temmerman, Jr., attorney, Temmerman, Cilley & Kohlmann, LLP, “I’m a trustee! Now what?”
- April 13, 2012: Robert E. Temmerman, Jr., attorney, Temmerman, Cilley & Kohlmann, LLP, “I’m an executor! Now what?”
- April 6, 2012: Raymond Sheffield, attorney, Sheffield Law Office, “A survey of estate planning basics”
- March 30, 2012: Raymond Sheffield, attorney, Sheffield Law Office, “Estate planning for retirement accounts”
- March 23, 2012: Raymond Sheffield, attorney, Sheffield Law Office, “Estate and gift tax problems for a non-citizen spouse”
- March 16, 2012: Alan L. Nobler, attorney at law, “How a collaborative team can help preserve your legacy”
- March 9, 2012: Lamarr Baxter, The Entrust Group, “Making alternative investments besides real estate using your Roth or IRA account”
- March 2, 2012: Lamarr Baxter, The Entrust Group, “Investing in real estate using your Roth or IRA account”
- February 24, 2012: Professor Patricia Cain, attorney, Santa Clara University, “Estate and gift tax problems of same-sex couples”
- February 17, 2012: Professor Patricia Cain, attorney, Santa Clara University, “Income tax problems of same-sex couples”
- February 10, 2012: Hilary Martin, CFP®, The Family Wealth Consulting Group, “Planned saving to reach your financial goals”
- February 3, 2012: David Beck, CFP®, Bay Area Planners, “How tax benefits help finance a college education”
- January 27, 2012: David Beck, CFP®, “How a family can pay for a college education”
- January 20, 2012: Bettie Baker Marshall, Attorney, “Caring for incapacitated family members and friends”
- January 13, 2012: Scott Haislet, CPA and Attorney, “1031 Tax Deferred Exchanges of Real Estate”
- January 6, 2012: Scott Haislet, CPA and Attorney, “Real Estate Professionals and Passive Activity Losses”
- December 30, 2011: William Mitchell, CPA, “I Owe Back Taxes To The IRS! Now What Should I Do?”
- December 23, 2011: William Mitchell, CPA, “I’m Being Audited By The IRS! Now What Should I Do?”
- December 16, 2011: Craig Martin, CFP®, The Family Wealth Consulting Group, “The Role of the Fee-Only Financial Planner”
- December 9, 2011: Craig Martin, CFP®, The Family Wealth Consulting Group, “Investing In Turbulent Times”
- December 2, 2011: Naomi Comfort, attorney, The Silicon Valley Elder Law Group, P.C., “Special Needs Trusts”
- November 25, 2011: Jeffrey Hare, attorney at law, APC, “Solving legal disputes out of court (alternative dispute resolution)”
- November 18, 2011: John Hopkins, attorney, Hopkins & Carley, “How to promote community giving as a family value”
- November 11, 2011: Naomi Comfort, attorney, The Silicon Valley Elder Law Group, P.C., “Durable Financial Powers of Attorney”
- November 4, 2011: Mark Erickson, attorney, “Divorce – California Style: Child Custody”
- October 28, 2011: Mark Erickson, attorney, “Divorce – California Style: Spousal Support”
- October 21, 2011: Mark Erickson, attorney, “Divorce – California Style: Basics”
- October 14, 2011: John Olagues, Truth In Options, “Employee Stock Option Hedging Strategies”
- October 7, 2011: John Olagues, Truth In Options, “Employee Stock Option Basics”
- September 30, 2011: Stanley Zlotoff, attorney, “Bankruptcy for individuals”
- September 23, 2011: Peggy Martin, CLU, ChFC, MSFS of The Family Wealth Consulting Group, “The role of life insurance in estate and financial planning”
- September 16, 2011: Scott Haislet, attorney and CPA, “Irrevocable life insurance trusts”
- September 9, 2011: Lori Greymont of Summit Assets Group, “Choices for investing in real estate”
- September 2, 2011: Lori Greymont of Summit Assets Group, “Investing in bulk bank foreclosed properties (REOs)”
- August 26, 2011: Craig Martin, CFP®, The Family Wealth Consulting Group, “Alternative investments besides securities as part of a balanced portfolio”
- August 19, 2011: Peggy Martin, ChFC, MSFS, CLU, The Family Wealth Consulting Group, “Socially Responsible and Sustainable Investing”
- August 10, 2011: John Hopkins, Attorney, Hopkins & Carley, “Succession planning for a family business”
- August 3, 2011: Michael Desmarais, Attorney, “Estate Planning For Second Marriages”
- July 27, 2011: James V. Quillinan, Attorney, Hopkins & Carley, “Estate planning with temporary changes for 2011 and 2012”
- July 20, 2011: James V. Quillinan, Attorney, Hopkins & Carley, “Tax planning for real estate change of ownership in California”
- July 13, 2011: Jeffrey B. Hare, Attorney, APC, “Using a checkbook LLC to invest IRA and Roth funds”
- July 6, 2011: Karl-Heinz Lachnicht, Attorney, Silicon Valley Law Group, “Choices of forms for operating a business”
- June 29, 2011: David Howard, Attorney, Hoge, Fenton, Jones & Appel, “Reporting requirements for foreign bank and investment accounts”
- June 22, 2011: Greg Carpenter, BTI Group Mergers & Acquisitions, “How to buy a business”
- June 15, 2011: G. Scott Haislet, Attorney and CPA, “The short sale and foreclosure wars”
- June 8, 2011: G. Scott Haislet, Attorney and CPA, “Selling your principal residence”
- June 1, 2011: Naomi Comfort, Attorney, Hawks & Comfort, “How to handle retirement accounts after a death”
- May 25, 2011: William Mahan, Attorney, “Income and estate considerations of how you hold title to property”
- May 18, 2011: William Mahan, Attorney, “Why you need a will”
- May 11, 2011: Dick Blakely, The Blakely Group, “Setting family financial goals and reaching them”
- May 4, 2011: Raymond Sheffield, attorney, “Estate planning for retirement accounts”
- April 27, 2011: Phil Price, EA, The Price Company, “Qualified retirement plans for small businesses”
- April 20, 2011: Greg Carpenter, BTI Group M & A, “How to prepare to sell a business”
- April 13, 2011: Tom Oviatt, Wymac Capital, “Home mortgage market developments”
- April 6, 2011: Don Pollard, Advanced Professionals, “Business group medical insurance”
- March 30, 2011: Don Pollard, Advanced Professionals, “Individual medical insurance.”
- March 23, 2011: Professor Patricia Cain, Santa Clara University, “Estate and gift tax problems of same sex couples”
- March 16, 2011: Professor Patricia Cain, Santa Clara University, “Income tax problems of same sex couples”
- March 9, 2011: Lamarr Baxter, Entrust Administration, “Making alternative investments besides real estate using your IRA or Roth Account”
- March 2, 2011: Lamarr Baxter, Entrust Administration, “Investing in real estate using your IRA or Roth account”
- February 23, 2011: Janis Carney, Attorney, Carney, Sugai & Sudweeks, LLP, “Veteran’s Administration Pension Benefits for Long-Term Care”
- February 16, 2011: Dean Fabro, Bank Of The West, “Small Business Financing”
- February 9, 2011: Peggy Martin, ChFC, the Family Wealth Consulting Group, “Long-term care insurance”
- February 2, 2011: Craig Martin, CFP®, The Family Wealth Consulting Group, “How to stretch your investment dollars during retirement”
- January 26, 2011: Naomi Comfort, Attorney, Hawks & Comfort, LLP, “Health Care Reform Update”
- January 19, 2011: Kathleen Wright, Attorney, American Red Cross, “Preparing Your Finances For A Disaster”
- January 12, 2011: David Beck, CFP®, Bay Area Planners, “Financial Aid and Tax Planning for a College Education”
- January 5, 2011: David Beck, CFP®, Bay Area Planners, “Budgeting and Student Positioning for a College Education”
- December 29, 2010: Frank Doyle, Attorney, WealthPLAN, “Estate Planning Using Family Limited Partnerships”
- December 22, 2010: James Brown, ASA, CFP®, Perisho, Tombor, Ramirez, Filler & Brown PC, “The Role of the Business Valuation Specialist”
- December 15, 2010: Robert Temmerman, Jr., Attorney, Temmerman, Cilley & Kolmann, “I’m a trustee. Now what?”
- December 8, 2010: Robert Temmerman, Jr., Attorney, Temmerman, Cilley & Kolmann, “I’m an executor. Now what?”
- December 1, 2010: Michael Desmarais, Attorney, “Your rights as a beneficiary of an estate or trust”
- November 24, 2010: John Hopkins, Attorney, Hopkins & Carley, “Promoting Community Giving as a Family Value”
- November 17, 2010: Jann Besson, Attorney, Besson & Yarbrough, “Medi-Cal Benefits for Long-Term Disability”
- November 10, 2010: Jeffrey Hare, Attorney, “Using a Checkbook LLC with a Self-Directed IRA”
- November 3, 2010: Mark Erickson, Attorney, “Divorce, California Style – Spousal Support”
- October 27, 2010: Mark Erickson, Attorney, “California divorce issues”
- October 20, 2010: Richard Lambie, Professional Fiduciary, “The Role of the Professional Fiduciary”
- October 13, 2010: Bettie Baker Marshall, Attorney, “Caring for incapacitated relatives (Elder Law)”
- October 6, 2010: William Mahan, Attorney, “Short Sales and Foreclosures – Tax Considerations”
- September 29, 2010: William Mahan, Attorney, “Short sales and foreclosures – mechanics”
- September 22, 2010: Craig Martin, CFP, “The role of the fee-only financial planner”
- September 15, 2010: Craig Martin, CFP, “Investing in Turbulent Times”
- September 8, 2010: Mark Erickson, Attorney, “Divorce – California style – the basics”
- September 1, 2010: Jim Beall, California Assembly representative, “California’s State Budget Challenge”
- 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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