Foreign Bank Accounts And Gifts To The Federal Government
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
Money Habits | Megan Lathrop
Episode Transcript of: Money Habits | Megan Lathrop Alan Welcome back. We’re here today with Megan Lathrop. She’s a money coach, certified financial planner, and also an author. Megan, welcome in today’s show. Thank you. So thinking, give us some of your background. How did you get to where you are today? Megan Sure,…
Succession Planning | Cameron Carlson
Episode Transcript of: Succession Planning | Cameron Carlson Alan Welcome back. We have with us today, Cam Carlson. He is the president of Carlson Hammann, a consulting firm specializing in succession planning and exit strategies. Ken, welcome to today’s show. Cameron Thank you, Alan. It’s good to be here. Alan So give me some background…
Lessons of Life | Dick Buxton
Episode Transcript of: Lessons of Life | Dick Buxton Alan Welcome back. I’m sitting here today with Dick Buxton. Vic has a prolific career playing a role in helping several 1000s or hundreds of 1000s of over 1000 companies with the succession planning with the Aesop’s and he’s also prolific writer and has done much…
Golden State Warriors Owner | Joe Lacob
About Joe Lacob Lacob’s NBA and professional sports experience dates back over two decades, including a five-year tenure as a minority owner of the Boston Celtics, where he served on the basketball committee. He earned an NBA World Championship ring with the storied franchise before selling his minority stake and making an NBA record-setting…