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
5 Dynamic Philanthropy & Impact Investing Insights
The Power of Impact Investing: Bridging Philanthropy and Profit This article is based on an interview of Geoff “Chester” Wooley, Co-founder, Patamar Capital and current Board member of SKS Microfinance, India’s largest microfinance bank by Alan Olsen on his American Dreams show on behalf of Legacy Builder’s invitation only philanthropy events. Impact investing is more…
3 Powerful Leadership and Mentorship Pillars
This article about powerful global leadership and mentorship pillars is based on an interview of Lew Cramer by Alan Olsen, CPA on his American Dreams show on behalf of Legacy Builder’s invitation only philanthropy events. In an era where global connections and visionary leadership drive progress, few individuals embody these principles as effectively as Mr.…
2025 State of Healthcare with Joe DeLuca
This week we welcome back Joe DeLuca, a healthcare innovator and executive leader with decades of experience in transforming health systems. Joe shares his journey from scientific research to becoming a trusted advisor and problem-solver in healthcare management and consulting. Key topics discussed: The current challenges and fragmented nature of the U.S. healthcare system. The…
Chris Kowalik: Simplifying Retirement Education
In this episode of American Dreams, we sit down with Chris Kowalik, founder and CEO of ProFeds, to discuss her inspiring journey from serving as a Marine Corps Arabic linguist to becoming a leader in retirement education for federal employees. Chris shares her insights on simplifying complex government benefits, empowering federal workers to make informed…