Mike, Author at Business RadioX ® Page

Transferring Business to the Next Generation

August 27, 2014 by Mike

Adam Gaslowitz, Stephanie Brun de Pontet, Jim spratt, Craig Frankel — Adam Gaslowitz, Stephanie Brun de Pontet, Jim Spratt, Craig Frankel

When is the best time to engage in succession planning strategy? How do you prepare the next generation to take over management and leadership of the company? Are there specific situations where it is better for the business owner to consider selling the business instead of passing it on to the next generation? Are there any tax advantages of transferring the business to the next generation?

If you ever ask yourself these or similar questions, this episode of “Wealth Matters” – the radio show where we discuss the opportunities and challenges of preserving and managing wealth – is for you!

During this episode, attorneys Adam Gaslowitz and Craig Frankel lead a panel discussion with Stephanie Brun de Pontet of The Family Business Consulting Group and James D. Spratt, Jr. of The Bowden Spratt Law Firm, P.C. The topic of their discussion is “Transitioning Business to the Next Generation.”

Jim Spratt/The Bowden Spratt Law Firm, P.C.

As a partner/shareholder at The Bowden Spratt Law Firm, P.C., Jim focuses his practice on wealth transfer planning, business succession, and charitable giving. With his thirty plus years of experience in resolving trusts and estates matters, tax-related issues, and tax and probate controversies connected to trusts and estates. Jim is a member of the Atlanta Estate Planning Council, the Atlanta Bar Association, the State Bar of Georgia, the American Bar Association, and the United States Tax Court. He is a Fellow of the American College of Trust and Estate Counsel, and he is the current State Chair. He is also listed in the 2014-2015 edition of The Best Lawyers in America in the Trusts and Estates category. Jim is a current Trustee of The Georgia Federal Tax Conference and a Council Member of the RPTE Section. He is a frequent lecturer and panel member for continuing legal education programs.

Phone: 404-523-8337
Email: JimSpratt@BowdenSpratt.com

Stephanie Brun de Pontet/The Family Business Consulting Group

As a senior consultant of The Family Business Consulting Group, Inc., Stephanie specializes in advising family enterprises facing important transitions. She has extensive experience working with sibling teams and developing training programs to educate next-generation family members. A recognized expert on the topic of succession, Stephanie frequently collaborates with clients on establishing succession plans, drafting needed policies and governance structures, and building a framework for next-generation collaborations. Her work is driven by knowledge and experience from the fields of management, entrepreneurship, and psychology. In addition to her consulting work, Stephanie is a co-author of “Building a Successful Business Board” and “Siblings and the Family Business.” A regular contributor to thought leadership in the field, Stephanie is also the Executive Editor of the Family Business Advisor.

Phone: 678-773-1675
Email: BrunDePontet@theFBCG.com

About Gaslowitz Frankel:

Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.

To view all episodes of “Wealth Matters,” visit this Pinterest board – click here

To watch the video introduction of our hosts – click here

To watch the video of this show – click here

Remember to come back and listen live every 4th Wednesday of the month at 8:30 am!

And follow us on Twitter for news and updates on the show – click here to follow @EstateDispute

Thank you for your support! Feel free to share this episode with your friends and colleagues.

Senior Services in Gwinnett County

August 23, 2014 by Mike

Jennifer Thilo, Victoria Collier, Keith Nabb

Senior Salute Radio brings timely information to leading edge Boomers and Seniors about issues involving care-giving and aging. Learn from both professionals and regular people going through the process with their families. Each week we will also Salute an incredible Senior.

Senior Salute Radio is presented by The Elder & Disability Law Firm of Victoria L. Collier.

Today’s Guests:

Keith Nabb/Gwinnett Council for Seniors

The Gwinnett Council for Seniors (GCS) encourages an active and informed senior citizen lifestyle for seniors in Gwinnett County. They serve as an active member in the senior community by developing and sharing information regarding activities occurring in a network of over 36 senior clubs and organizations countywide. As a 501(c) (3), the GCS encourages involvement on issues of interest to seniors by working towards improving the quality of life for essential services to the seniors of Gwinnett County. Their motto is, “Seniors Helping Seniors”.

Mission Statement of the Gwinnett Council for Seniors: The Gwinnett Council for Seniors shall be the representatives and serve as the ADVOCATE on the needs of all Gwinnett County Senior Citizens. This Council shall acquaint and keep the citizens and local government of Gwinnett County informed of the needs and concerns of all Senior Citizens and to encourage more involvement in the interest of the aging by working together with all concerned organizations and persons for a better understanding, quality of life and to seek financial support for essential services for all seniors of Gwinnett County.

Jennifer Thilo/Delmar Gardens of Gwinnett

Delmar Gardens of Gwinnett is a full-continuum senior living community all on one beautiful lakeside campus. The community includes independent living for the active senior, assisted living for those who need more support, and priority admission for residents who require long term nursing care. Services include gourmet dining options, maid and linen service, transportation and recreation, and on call emergency assistance. Landscaped walking paths, ice cream parlor, game room, salons and theater are just some of the amenities enjoyed by residents.

Delmar Gardens also has an inpatient and outpatient rehabilitation center providing state of the art physical, occupational and speech therapies. With two gyms, two swimming pools, and a several different kinds of exercise classes, Delmar Gardens is not only an excellent place to recover from a surgery or illness, the luxurious senior living is a great community to call home. Call 770-923-3100 for more information or to schedule a tour and complimentary lunch.

This week’s Senior Salute honored James and Betty Abercrombie for their enduring love.

OPEN FOR BUSINESS: Kimberly Shupe with Fenski Automotive, Bryan Howell with Parker Young Construction & Firestar, and Andy Morgan with The Morgan Law Group

August 22, 2014 by Mike

Mike Sammond, Kimberly Shupe, Bryan Howell, Andy Morgan

Kimberly Shupe/Fenski Automotive

Fenski Automotive Center is conveniently located and now celebrating 10 years at 1010 Peachtree Industrial Boulevard in Sugar Hill, GA. Since 2004, they have provided complete auto repair services on your domestic, Asian and European vehicles with the goal of helping you keep them up to 300,000 worry-free miles as they are designed to do. They understand the value of preventive maintenance and their industry certified technicians strive to offer each customer a consultation they can trust. Fenski Automotive Center… Helping you LOVE your vehicle much longer than your loan!

Bryan Howell/Parker Young Construction & Firestar

Complete disaster restoration from fire, water, storm and mold for homes and businesses in Georgia and the Southeast. Parker Young Construction and Firestar are the Gwinnett Chamber of Commerce’s July 2014 Business of the Month award winners.

Andy Morgan/The Morgan Law Group

The Morgan Law Group is a full service and transactional law firm providing legal counseling and support services to businesses and business owners primarily in the areas of corporate law, business law, and contracts. Typical transactions would include business formation, drafting and negotiating transaction documents, agreements and contracts, deal structuring, private equity financing, and business acquisitions and sales.

Dr. Ron Perry with Gwinnett Urgent Care and Dr. Tara Perry with Suwanee Station Dentistry

August 22, 2014 by Mike

Dr. Ron Perry/Gwinnett Urgent Care

Gwinnett Urgent Care is your ER alternative, run by Dr. Ronald Perry. Open Monday-Friday 8am to 8pm and 10-6 on Saturday and Sunday, they provide urgent pediatric and adult care for the Suwanee community. Gwinnett Urgent Care is proud of its modern, comfortable office in Suwanee, conveniently located on Peachtree Industrial Blvd.

Dr. Ron Perry is a board certified Emergency Room physician whose expert care is delivered with a gentle manner. The goal of Dr. Perry and his staff is to provide the most efficient, effective healthcare service for you and your loved ones. When you’re feeling ill and/or in pain, the last thing you want is to deal with uncomfortable and inferior service.

They also have a certified therapy dog (Ruckus) on site who many of our patients ask to see each time they return!

Dr. Tara Perry/Suwanee Station Dentistry

Suwanee Station Dentistry has been providing excellence in dental care to the Suwanee, Johns Creek and Duluth, GA communities for many years. Dr. Tara Perry is dedicated to patient care and comfort, and has the knowledge and experience you can trust with your family’s dental heath.

Our family-oriented office provides all aspects of general and restorative dentistry, including:

Cleanings and periodontal maintenance
Implants, crowns, and dentures
Pediatric dentistry
Cosmetic treatments including teeth bonding and teeth whitening
Sleep apnea treatment
TMJ/TMD therapy
Sedation dentistry

Justin Knott and Kelley Durfee with INTREPY

August 22, 2014 by Mike

Mike Sammond, Justin Knott, Kelley Durfee, Trey Odum

Justin Knott & Kelley Durfee/INTREPY

With the changing landscape of marketing, especially in the health care industry, many believe a more adaptive approach is necessary to generate new revenues for practices. INTREPY effectively harnesses a combination of referral marketing, social media, PR and philanthropy to improve on existing revenue streams in addition to creating new ones.

INTREPY varies from traditional healthcare marketing companies because they established relationships with general practice physicians to increase their client’s referral networks. When a family practice or internal medicine doctor choses a specialist in your field to refer to, they make sure you are the one they choose.

INTREPY offers its clients effective social media strategies to fit their needs and goals, not only increasing brand awareness and organic Google search results, but allowing providers to strategically target the perfect demographic for their practice in a highly interactive way.

While INTREPY is focused in the healthcare field, they offer their services to other facets of the business world. They believe their skills translate well to varying businesses/industries and social media is universal. They look forward to building a stronger, more lucrative business for you!

Gwinnett Business Expo Spotlighted on Trade Show Radio

August 21, 2014 by Mike

On August 21, 2014, co-hosts Mike Sammond and Trey Odum were at the Gwinnett Center, broadcasting live at the Gwinnett Chamber Business Expo & Job Fair 2014.

Presented by the Gwinnett Medical Center, the 2014 Business Expo & Job Fair provided the ideal avenue to promote a company’s products and/or services. Beginning with the Chamber’s General Membership Meeting, intermingled with top-notch educational seminars and concluding with the largest Business After Hours of the year, the 2014 Business Expo & Job Fair was packed with opportunities to market an organization.

Check out these great interviews…

Doug Carter with EQUIP Leadership, Andrew Steinke with BCM One, and Sarah Chandler with Roswell Cultural Arts Center

August 20, 2014 by Mike

Nikole Toptas, Doug Carter, Andrew Steinke, Sarah Chandler, Dominick Rainey

Doug Carter/EQUIP Leadership

EQUIP Leadership is the largest leadership non-profit in the world. Founded by leadership author and internationally-recognized leadership expert John C. Maxwell and his brother Larry Maxwell, EQUIP exists to mobilize Christian leaders to make a transformational impact in their world. EQUIP is training leaders in 182 nations around the world, impacting more than 5 million pastors, business people and community leaders.

Andrew Steinke/BCM One

At BCM One, they put your business at the center of a process that ensures they’re listening to, and addressing, your needs at every stage of your partnership.

From their initial questions to truly understand your business and goals, to the planning, deployment and support of your custom solution, they work tirelessly to bring you secure, best-in-class solutions from the universe of available options. They leverage their expertise, experience and decades-long industry relationships on your behalf. And because they’re “product-agnostic” and not beholden to a limited set of vendors, the only thing they ever sell is the absolutely best fit for your organization.

One source for truly integrated technology solutions. One call for unmatched service and support. One trusted partner. It’s why business of all shapes and sizes that turn to BCM One tend to stay, and grow, with them for years.

Sarah Chandler/Roswell Cultural Arts Center

The Roswell Cultural Arts Center (RCAC) is operated by the City of Roswell and hosts a plethora of events each year. Built in 1991 as a municipal auditorium, RCAC has gained momentum as a prominent performing arts center in the North Fulton area, housing its resident theater company – the Georgia Ensemble Theatre – as well as renting to community businesses and groups for performances throughout the year. In recent years, RCAC has begun its own programming, with its annual Summer Puppet Series and LIVE! in Roswell concert series (hosting Grammy-nominated artists) and its new monthly storytelling event, Story SLAM.

Living with Neurologic Illness

August 15, 2014 by Mike

Barbara Mooney, Victoria Collier, Sarah Embro

Senior Salute Radio is presented by The Elder & Disability Law Firm of Victoria L. Collier.

Today’s Guests:

Sarah Embro/ALS Association Georgia Chapter

The ALS Association of Georgia aims to empower, care for, and support all those living with ALS in Georgia, while advocating for a cure. The ALS Association is the only national affiliated not-for-profit health organization dedicated solely to ALS.

Since its founding in 1988, the ALS Association of Georgia has worked with ALS patients and their families to ensure the highest quality of life possible. The progression of ALS varies significantly from one patient to another. No matter a patient’s situation, the ALS Association of Georgia is available to provide vital services and reliable information.

Barbara Mooney/American Parkinson Disease Association GA Chapter

The American Parkinson Disease Association (APDA) was founded in 1961 to facilitate patient and family support, medical research and education. APDA carries out its mission through a network of chapters, Information & Referral Centers and affiliated support groups which provide education, counseling, assistance and referrals throughout the United States. There are now 65 chapters, 62 Information & Referrals Centers and more than 250 affiliated support groups from coast to coast. The Atlanta Chapter was chartered in 1985 to further the mission of APDA in the Atlanta area. The chapter was then changed to the Georgia Chapter in 2002.

The American Parkinson Disease Association has placed a vast emphasis on grassroots organizing of Information and Referral Centers, chapters and support groups. Since the initiation of Operation Outreach in 1983, the number of chapters, their efficiency, and the funds they have raised have grown dramatically. It is this grassroots structure that distinguishes APDA from other organizations serving people with Parkinson’s disease.

An estimated 1.5 million Americans have Parkinson’s disease. Parkinson’s is a slowly progressive brain disorder resulting in the loss of dopamine production. Dopamine is the neuro-transmitter responsible for aiding in body movements. Symptoms include slowness of movement, tremor, muscle stiffness, and postural instability. To date there is no cure.

Senior Salute Moment/Wayne Huey

1-100_1716[5] — Wayne Huey, Beth Huey (daughter), Michael J. Fox

After being diagnosed with Parkinson’s disease, Wayne Huey continues to serve as a teacher and counselor and live a very active lifestyle. Wayne’s tips for coping with Parkinson’s:

1. Stay active and engaged both physical and mentally

2. Find a doctor who specializes in PD or movement disorders

3. Connect with others, keep communication open

4. Don’t let PD define who you are

5. Join a support group

6. Participate in clinical trials

UNDERSTANDING HEALTH INSURANCE FOR SMALL BUSINESS: Keith Nabb with Affordable Medicare Solutions

August 13, 2014 by Mike

Keith Nabb with Affordable Medicare Solutions joins Joe Moss to discuss how the changing healthcare laws and regulations affect your business.

Keith Nabb/Affordable Medicare Solutions

The mission of Affordable Medicare Solutions is to become your insurance planning resource and assist you in finding the right plan at the right price for you. Their team’s focus is on building long-term relationships with individuals, families and small business owners. Affordable Medicare Solutions is an independent agency and will help meet your needs and solve financial problems by applying creative solutions and using competitive products. They pride themselves on separating from the competition in the individual health broker market by actually servicing your policy. They don’t just sell you something and give you a 1-800 # from that point forward! They will send you renewal letters and produce alternative options with other carriers. They also help you with your claims and other policy services. If your provider has a question, they can call their office for assistance and an explanation of your benefits.

—————————————————————-

On the Money focuses on topics and issues allowing small businesses to better navigate the financial services minefield, with analysis and opinions from today’s industry experts on banking and loans. On the Money also introduces you to some of the top small business leaders in the Atlanta market.

Hosted by Joe Moss, the president of Embassy National Bank, On the Money airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.