Foreign Bank Accounts And Gifts To The Federal Government

The Biden Administration Corporate Tax Proposal

Today we talk about common problems people run into with Foreign Bank Accounts, Trusts or Foreign Pension Plans. Also how, if you so desire, can make a charitable gift to the U.S. Federal Government. For questions regarding these or other tax issues you may have please contact me at 510-797-8661

The Modern NFL Quarterback Market, 3 Views pic2

The Modern NFL Quarterback Market, 3 Views

Written by Ryan Hickman. As we approach the NFL draft, the quarterback market remains volatile.  Many consider Tom Brady to be the greatest football player of all time. Why? As the starting quarterback for the New England Patriots, Brady led their franchise to 6 super-bowl championships before leaving in the 2020 offseason to Tampa Bay…

Five Keys to a Successful Family Business

Five Keys to a Successful Family Business

The Community Leaders of a Family Business (Five Keys to a Successful Family Business) Written by Ryan Hickman. Family businesses have been an essential component of the global economy for centuries. These companies are often characterized by their tight-knit management structures, long-term perspective, and commitment to preserving family values. However, running a family business can…

The Man That Helps People Live their Financial Dreams with Comedy - Charlie Epstein, Host of Yield of Dreams

The Man That Helps People Live their Financial Dreams with Comedy – Charlie Epstein, Host of Yield of Dreams

Introduction (yield of dreams) In this interview, Alan Olsen, CPA, MBA discusses using comedy to help people reach their financial goals with Charlie Epstein, author and principal of Epstein Financial Group, LLC and Epstein Financial Services, a Registered Investment Advisory firm. Transcript: Charlie Epstein My ministry in life is to ease people’s pain and suffering about…

Finding Infinite Freedom with Eric Francom

Finding Infinite Freedom with Eric Francom

Introduction (Eric Francom discusses finding infinite freedom) In this interview, Alan Olsen, CPA, MBA discusses teaching business success with Dr. Eric Francom. Dr. Eric Francom is an Angel Investor, wealth mentor, speaker, podcaster, and author. Transcript: Eric Francom A lot of people invest in stocks and bonds and retail products, but they don’t get into the part of…