Articles & Videos
Impact ’19: Jan Geldermacher
Jan Geldermacher is President of Sprint Business. He joined the company in August 2016 and reports to CEO Michel Combes. Transcript of Impact’19: Jan Geldermacher: Alan Olsen: I’m visiting here today with Jan Geldmacher. And Jan is currently the President of Sprint, Jan Geldmacher: Business, Alan Olsen: Sprint Business and telecommunications. And, and…
Impact ’19: Stacy Lewis Daher
Stacy Lewis Daher is an experienced financial leader with a successful track record in asset management, finance, accounting, treasury, procurement, debt issuance and management, and financial planning roles at the University of San Francisco and PricewaterhouseCoopers. Transcript for Impact ’19: Stacy Lewis Daher: Alan Olsen: I’m visiting here today with Stacy Lewis. She’s…
Impact’19: James Thayer
Transcript of Impact’19: James Thayer: Alan Olsen: Can you give a background on your career path before you came over to Clark Capital Partners? James Thayer: I started out as a as an attorney doing patent litigation. My first big case was with Blackberry, Blackberry have been sued, and there was an injunction against…
Embracing Respectful Conflict
What is embracing respectful conflict? Upon hearing the phrase “embrace respectful conflict,” people often won’t have a clue what it means, but in fact, embracing respectful conflict is a key component in building trust within a team. A fact of life Almost no one agrees on everything. People have their own opinions, ideas and procedures.…
World’s 50-Best Restauants
World’s 50-Best Restauants Looking for the world’s 50-best places to eat? In an attempt to offer a small ray of hope to those thinking about when life returns to normal, we thought some of our readers might find a 50-best restaurants article hopeful. Why this article now? This article was updated during the COVID-19 pandemic… …
Growth Stocks Vs. Value Stocks, The Untold Reality
Growth Stocks Vs. Value Stocks, The Untold Reality When considering Growth Stocks Vs. Value Stocks the untold reality, I’d like to share the following with you. Russell Investments makes the case in its “2021 Equities Outlook – Values Time to Shine?” that value stocks will outperform growth stocks for years to come. Much of their…
Planning With Cryptocurrency–Partnership, Corporations, and Tax Free Treatment
Planning With Cryptocurrency–Partnership, Corporations, and Tax Free Treatment Planning with Cryptocurrency. In my previous articles, I covered how cryptocurrency is taxed, hard and soft forks, and minimizing the tax effects of cryptocurrency transactions. This article addresses how you can diversify risk by contributing your cryptocurrency to a partnership or corporation in exchange for an interest…
Avoid Tax Season Scams!
Avoid Tax Season Scams Updated 03 29 21. It’s that time of year again, when thousands of people are conned out of money by “tax season” scammers. Most of us like to think we are too savvy to be scammed, but these scam artists sound very convincing, and if you don’t know what to look…
Is Your Takeout Habit Dragging you Down?
Is your takeout habit what’s for lunch today or did you bring your lunch to work? Maybe you plan to figure it out as noontime gets closer? The business world is busy and professionals are always on the go, which means sometimes they don’t even have time for lunch, let alone to bring a self-made…
What is GROCO?
We are often asked; “What is GROCO and what does GROCO do for its clients?”. This article will attempt to briefly answer those two questions. GROCO’s Start GROCO, also known as GROCO.com or Greenstein, Rogoff, Olsen & Co., LLP, is a family office tax and advisory firm founded in 1964 by Morey Greenstein, CPA. Since…
Planning With Cryptocurrency – Part III Minimizing the Tax Effect of Cryptocurrency Transactions
Planning with cryptocurrency continued… In my previous article, I covered how cryptocurrency is taxed and hard and soft forks. This article addresses different strategies for minimizing the tax effects of selling cryptocurrency. I will cover the following topics in subsequent articles: What happens if I contribute cryptocurrency to a partnership or corporation? What should I…
Family Offices after the Era of COVID 19
Are family offices after the era of COVID 19 emerging stronger from the global pandemic? How are family offices reacting to the policies of the new US administration, both in the US and globally, in terms of their investment strategies and structures? With the acceleration of impact investing, led by the next-generation, are family offices…
Planning with Cryptocurrency -Part II Tax Implications of Splits, Forks & Airdrops and Much More
In my previous article, “Planning with Cryptocurrency – Part I How is Cryptocurrency Taxed”, I covered how cryptocurrency is taxed. This article addresses why forks in cryptocurrency occur, the different types of forks, how they are delivered and their taxability. In the future, I will be covering the following topics: If I sell cryptocurrency, how…
Overcoming Obstacles and Maintaining Personal Growth During the Pandemic
Overcoming obstacles and maintaining personal growth during the pandemic is difficult. The COVID-19 pandemic has altered almost every aspect of our lives. Now a year into the pandemic, we have witnessed the devastating effects that sickness, death and job loss have had on society. Though society slowed down, life during the pandemic did not come…
Planning with Cryptocurrency -Part 1 How is Cryptocurrency Taxed?
Tax planning with Cryptocurrency can be tricky. Due to the adoption of cryptocurrency by many financial institutions, the acceptance as a payment method for Companies and the meteoric rise (and drop) in price, many of our clients are asking us some fundamental questions about this class of assets. Fundamental tax questions about this class…
Estate Planning with Real Estate Within Your Family After California Prop 19
Estate Planning with Real Estate For many years, we have advised many of our high net worth clients and their families on real estate transactions, restructuring and income and estate planning. Our primary focus is to assist families in preserving wealth, effectively transferring wealth to the next generation, educating them and their children on how…
The History of Valentine’s Day
The History of Valentine’s Day What is the history of Valentine’s Day and is Valentine’s Day a good thing? If you’re a procrastinator like me, the answer is a resounding “No”; and “Yes”. You see, I’m also a romantic. And though I’m late to everything, my mother insists I’ll be late to my own funeral,…
7 Tips to a Better Valentine’s Day
Is there someone you want to make feel cared about or loved this February 14th? If so, here are 7 tips to make their Valentine’s Day a little more special. Be sure to let #1 sink in immediately, as time is short. And pay particular attention to #7, my inexpensive Valentine’s Day ideas. Tip…
Keeping Harmony and Wealth Within the Family Upon Your Death
Keeping Harmony and Wealth Within the Family Upon Your Death Keeping harmony and wealth within the family upon your death is often a tricky thing, as illustrated in this account. “You’ll hear from my lawyer, Jason!” Mr. Stevens yelled at his nephew as he stormed out of the room. Such is how a family Thanksgiving…
PPP FAQs (Paycheck Protection Act Frequently Asked Questions)
PPP FAQs (Paycheck Protection Act Frequently Asked Questions) PPP FAQs (Paycheck Protection Act Frequently Asked Questions). Since the announcement of the Coronavirus Aid, Relief, and Economic Security ACT (CARES Act), it has sparked both interest and confusion amongst all those considering taking advantage of its benefits. Particularly the Paycheck Protection program, or PPP. In an…