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Jeff Petrea with Georgia Power, Thomas Heaton with the Small Business Development Center at Georgia State, and Bob Woosley with Frazier & Deeter

March 7, 2018 by Mike

North Fulton Business Radio

Jeff Petrea with Georgia Power, Thomas Heaton with the Small Business Development Center at Georgia State, and Bob Woosley with Frazier & Deeter

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John Ray, Jeff Petrea, Thomas Heaton, Bob Woosley

Jeff Petrea/Georgia Power

Georgia Power is an electric utility headquartered in Atlanta, GA. It was established as the Georgia Railway and Power Company and began operations in 1902 running streetcars in Atlanta as a successor to the Atlanta Consolidated Street Railway Company.

Georgia Power is the largest of the four electric utilities that are owned and operated by Southern Company. Georgia Power is an investor-owned, tax-paying public utility that serves more than 2.4 million customers in all but four of Georgia’s 159 counties. It employs approximately 7,500 workers throughout the state.

Thomas Heaton/Small Business Development Center at Georgia State

With 17 locations across the state of Georgia, the SBDC’s goal is to enhance the economic well-being of Georgians by providing a wide range of educational services for small business owners and aspiring entrepreneurs. The SBDC offers one-on-one consultation on a wide variety of subjects to address the needs of Georgia’s small business community.

Bob Woosley/Frazier & Deeter

After beginning his professional service career at Price Waterhouse, Bob Woosley became the first professional employee of Frazier & Deeter shortly after the firm was founded in 1981. In 1985, Bob became a partner and over the next 18 years he served the firm as head of the Audit and Strategic Consulting services departments. In 2000, Bob founded iLumen, Inc., the CPA profession’s leading business intelligence and analytical platform which is today used by leading CPA firms and financial institutions across the country. Bob served as CEO of iLumen through 2010 and is currently an active board member and advisor to the company. In 2010, Bob spearheaded the creation of the FD Alliance, a strategic collaborative of non-merged CPA firms located in several metropolitan areas. In 2011, Bob returned to Frazier & Deeter where he serves as the National Practice Leader of the firm’s private equity practice which includes the firm’s fund administration business, FD Fund Administration.

Retirement Planning for Overworked Business Owners

February 28, 2018 by Mike

Gwinnett Studio

Retirement Planning for Overworked Business Owners

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Craig Frankel, JP Curcio, Morgan Luddeke, Adam Gaslowitz, Richard Wilcox

Richard Wilcox/CRI

Richard has over 25 years of experience in public accounting and has leadership responsibilities in CRI’s tax department. Richard works directly with the tax matters of corporations, partnerships, limited liability companies and individuals. He is involved with privately-owned businesses, their owners and personal tax planning. In addition, as a Certified Financial Planner (CFP), Richard specializes in the areas of tax planning, retirement and estate planning and international tax issues.

J.P. Curcio/Bernstein Private Wealth Management

John-Peter Curcio (JP) is with Bernstein Private Wealth Management working out of the firm’s Atlanta office where he advises high-net-worth individuals and institutions regarding investment strategies. JP works closely with clients and their professional advisors on tax matters, estate planning, concentrated stock positions as well as the sale of privately held businesses. Before joining Bernstein, JP was with Sandler O’Neill + Partners where he began by helping build their New York Equities division after 9 11 and ended his time there as Head of Equities on the West Coast.

Prior to Sandler O’Neill, JP was a Vice President with Goldman Sachs in New York and London. JP earned a BA, cum laude, from St. Lawrence University in Canton, NY, and holds an MBA in finance, with honors, from Vanderbilt University’s Owen Graduate School of Management in Nashville, TN. In addition to his involvement with the Mt. Pisgah Church in Alpharetta, JP serves on the Board of Communities in Schools Atlanta and is a former Vice President of the Board of TPC in Tiburon, California.

Morgan Luddeke/Cohen & Caproni

Morgan assists individuals with their estate planning and probate needs, including advice on the use of wills, trusts, and family partnerships, planning for retirement, and estate tax and administration issues. In addition, Morgan advises clients on the many aspects of business planning. This includes representation of businesses and their owners through the various aspects of business, such as structural matters, mergers, acquisitions, dispositions, business succession planning, and other tax planning. Prior to joining Cohen & Caproni, Morgan worked at PricewaterhouseCoopers (PwC) in both the Investment Management and Real Estate tax group and the State and Local tax group where she gained an expertise in tax planning strategies.

About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

Oshana Himot

February 19, 2018 by Karen

Phoenix Business Radio

Oshana Himot

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Oshana Himot, MBA, is a speaker and organizational coach in the Phoenix area who assists ceo’s and professionals to achieve their goals effectively. She works with people who are making positive changes in their work, such as starting a new business, a new project, a partnership or another way they are moving forward.

Oshana is starting a global training institute in the Phoenix area called Oshana’s Joy Institute. The Institute offers workshops, teleseminars and special programs for youth. Its first program – a teleseminar called ‘Leaping Forward – Achieving Your Goals in 2018 – begins on March 5th. Oshana has a Masters of Business Administration degree in Corporate Finance from Golden Gate University in San Francisco, California and is writing a book.

Her website is: OshanaSpeakingCoaching.com

To contact Oshana, call 602-463-6797 or email oshana@oshanaspeakingcoaching.com

SIMON SAYS, LET’S TALK BUSINESS: Brandy Swanson with Smith & Howard

February 16, 2018 by Mike

Gwinnett Studio

SIMON SAYS, LET'S TALK BUSINESS: Brandy Swanson with Smith & Howard

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Brandy Swanson/Smith & Howard

Headquartered in Atlanta, Smith & Howard is a top Atlanta CPA firm providing a wide range of services, including assurance, tax, accounting and advisory services. Their business clients range from start-ups to large, established businesses that operate across the U.S. and internationally. They also have a strong nonprofit client family, including many of Georgia’s most respected organizations. By extension, Smith & Howard also serve the tax, accounting and advisory needs of the owners and executives of businesses. Many of these individuals and families are also clients of Smith & Howard Wealth Management, a wealth management firm serving as the family’s CFO.

Recognized for two consecutive years (2014 and 2015) as the number one firm in the nation by INSIDE Public Accounting and as a Top Accounting Firm to Work For by Accounting Today, they bring a national scope of services with a personal, responsive service approach and a team of smart, dedicated professionals that work with clients year after year.

Smith & Howard’s current clients appreciate their responsiveness, creativity, innovation, expertise, imagination, and an “uncompromising commitment to exceed expectations and contribute to their financial success”.

PARTNERS FOR SUCCESS: Shawn Buffaloe with The Buffaloe Group and Elaine Smith with Blazers of Lexington

September 8, 2017 by Mike

Gwinnett Studio

PARTNERS FOR SUCCESS: Shawn Buffaloe with The Buffaloe Group and Elaine Smith with Blazers of Lexington

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Darcie McNamara, Shawn Buffaloe, Elaine Smith, Randy Hicks

Shawn Buffaloe/The Buffaloe Group

The Buffaloe Group is a full service accounting firm providing business bookkeeping, business and individual tax preparation and tax resolution services, as well as other business services including payroll processing, business consulting and litigation support. Licensed to practice in both Georgia and North Carolina, they have monthly, quarterly and annual solutions for most any size companies.

Elaine Smith/Blazers of Lexington

Blazers of Lexington “Hot Wings” is a small locally owned dine-in or carry-out hot wing restaurant located about 20 miles east of Athens, GA on Hwy. 78, with a small 700 sq.ft. building, which only seats about 21 people for dining in. A lot of people consider Blazers of Lexington to be “fast food”, but all food is cooked to order with a minimum wait time of 15 minutes depending on what was ordered and time of order.

Financial and Estate Planning Issues Facing Women

August 23, 2017 by Mike

Gwinnett Studio

Financial and Estate Planning Issues Facing Women

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Hosts Adam Gaslowitz and Millie Baumbusch discuss “Financial and Estate Planning Issues Facing Women” with Emily Sanders from United Capital and Abbey Flaum with Cohen, Pollack, Merlin & Small.

Emily Sanders/United Capital

Emily C. Sanders, CPA, is a Managing Director of the United Capital Atlanta office. In 2009 she was named one of the “Top 50 Women in Wealth Management” in the U.S. by Wealth Manager magazine. She graduated Magna Cum Laude from the University of Pennsylvania with a BA degree in International Economics and from New York University with an MBA in Accounting. She is a Certified Public Accountant (CPA) and a Certified Cash Manager (CCM), as well as Series 65 licensed. Ms. Sanders also received a Juris Master (JM) degree from Emory Law School.

Prior to founding the United Capital Atlanta office, formerly Sanders Financial Management, Inc., Ms. Sanders served as Assistant Treasurer at BellSouth Corporation for nine years where she managed $1 billion in corporate and pension fixed income investments, as well as the International Finance group handling foreign exchange, mergers and acquisitions and global banking. She has visited 40 countries and was an internal auditor in South Africa.

From 1977 to 1985, Ms. Sanders was employed in various financial management and budget capacities by The Coca-Cola Company in Atlanta and Charter Publishing Company in New York City, and was a financial consultant to The Home Depot in 1995. Ms. Sanders is steeped in a healthcare background as the daughter of a physician and a hospital administrator. Her interest in elder care issues led to the attainment of the Registered Financial Gerontologist (RFG) designation. Ms. Sanders is an international speaker and has been quoted in numerous publications including The Wall Street Journal, Atlanta Journal-Constitution, Atlanta Business Chronicle, Entrepreneur Magazine, Financial Planning and more. Additionally, Ms. Sanders has appeared on CNN, Bloomberg TV, CNBC Worldwide Exchange and Closing Bell, and as a Guest Host on CNBC Europe TV.

Ms. Sanders serves on the Georgia Society of CPA’s Leadership Council where she received the Distinguished Committee Chair award for the Committee on Financial Literacy. She co-chairs United Capital’s Women’s Initiative and is a 1994 graduate of Leadership Atlanta. In her spare time she enjoys international travel, reading biographies, visiting art museums, and being involved with The Atlanta International School, previously as Treasurer of the Parent Organization. In 2017, Ms. Sanders was awarded Most Valuable Player (MVP) amongst United Capital’s Managing Directors nationwide.

Abbey Flaum/Cohen, Pollack, Merlin & Small

Abbey S. Flaum is a partner in the Family Wealth Planning Group of Cohen, Pollock, Merlin & Small, P.C. Her practice is devoted to family wealth planning, estate, tax and charitable planning, probate, trust and estate administration, premarital planning, and family business succession planning.

Ms. Flaum is a member of the Atlanta Estate Planning Council. She has been named a Legal Elite by Georgia Trend for the past five years and has received Super Lawyers’ under 40 top designation as a Rising Star for the past eight years. She frequently speaks to audiences on the topics of estate and tax planning, asset protection planning, philanthropy, complex gift planning structures, planning for the newly-single individual, planning for aging and longevity, planning
for modern family structures and the interplay of family law and estate planning.

In addition to her legal practice, Ms. Flaum works with a variety of organizations which promote solutions in planning for health, longevity and quality of life, and has received several awards for her community involvement. She currently serves as Vice Chair of Development on the Executive Board of Jewish Home Life Communities, a comprehensive, non-profit system of eight communities meeting the many needs of seniors and their families across the metropolitan Atlanta area. She chairs the Caring Outcomes Committee for the Jewish Federation of Greater Atlanta, with the purpose of making funding recommendations to community partners who provide services for the health, well-being and financial fitness of local and international aging
and disabled populations. Ms. Flaum also sits on the Board of Trustees of the Southeastern Region of the Anti-Defamation League (ADL), is a Children’s Healthcare of Atlanta Legacy Advisor, and an alumnus of the Philanthropic Advisory Leadership Institute (PALI), the Glass Leadership Institute, and the Jewish Federation’s Emerging Leadership Project.

A native New Yorker, Ms. Flaum has resided in Atlanta for the past twelve years. Her husband and two children put the importance of her work in perspective on a daily basis. Ms. Flaum received her Bachelor of Arts, Summa Cum Laude, from Arizona State University, her Juris Doctor from the University of Miami School of Law, and her Master of Laws in Taxation, Cum Laude, from the University of Alabama School of Law.

About Gaslowitz Frankel:

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

State Income Tax Issues For Residents Relocating To States Without Income Tax

July 27, 2017 by Mike

Gwinnett Studio

State Income Tax Issues For Residents Relocating To States Without Income Tax

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Robert Port, Brian Enlow, Richard Litwin, Millie Baumbusch

This episode of “Wealth Matters” includes a roundtable discussion about how Georgia residents can address income tax issues when relocating to states that don’t have income tax. Special guests include attorney Richard Litwin and CPA Brian Enlow. Hosted by Robert Port and Millie Baumbusch of Gaslowitz Frankel LLC.

Richard Litwin/The Litwin Law Firm

Richard C. Litwin is an Atlanta attorney, who specializes in state and local taxation and tax disputes, including sales and use tax, multistate corporate income tax, personal income tax, state residency, employment tax and property tax matters. Mr. Litwin is a Georgia Super Lawyer and has been listed in The Top 100 (lawyers in Georgia). He is also listed in U.S. News and World Report’s The Best Lawyers in America, for (1) Litigation and Controversy – Tax and (2) Tax Law; Georgia’s Top-Rated Lawyers (publication of The Atlanta Journal-Constitution, The Wall Street Journal and The Daily Report) and Mr. Litwin has also been voted as one of the state’s top attorneys in Georgia Trend Magazine’s Legal Elite, in Taxes/Estates/Trusts. Mr. Litwin is Co-Moderator of the Georgia Department of Revenue Attorney Liaison Committee, which meets twice each year.

Mr. Litwin served as Chairperson of the State Bar of Georgia Section of Taxation (2001-2002) and served as a member of the State Bar of Georgia Tax Section Georgia Tax Court Task Force. Mr. Litwin was Chairperson of the Atlanta Bar Association Taxation Section (2004-2005) and currently serves as a board member. Mr. Litwin has also served as a member-at-large of the Atlanta Bar Association CLE Board of Trustees. Mr. Litwin has worked on projects with the Department of Revenue, in his role as a member of the Georgia Department of Revenue Liaison Committee and as a member of a special task force formed to address State consolidated return filing regulations. He also served as a member of the Georgia Department of Revenue Business Advisory Committee from 2007-2008.

Prior to forming his current firm, Mr. Litwin was a partner at an Atlanta law firm. Mr. Litwin was also an Assistant Attorney General in the Tax Section of the Georgia Attorney General’s Office and worked in the Tax Department at the Atlanta office of an international accounting firm. Mr. Litwin speaks frequently on various tax topics, at national and state bar seminars and at seminars sponsored by the Georgia Society of CPAs. Mr. Litwin has also published articles on various aspects of taxation, including “The Georgia Tax Tribunal Act of 2012,” an article that he co-authored and that was published in the December 2012 edition of The Georgia Bar Journal. Mr. Litwin serves as a volunteer tax lawyer with Pro Bono Partnership of Atlanta. He also serves, by appointment by the Georgia Supreme Court, as on the State Bar of Georgia’s Standing Committee on the Unlicensed Practice of Law.

Mr. Litwin graduated from the University of South Carolina, with a B.S. degree, cum laude, in Economics, and was inducted into Phi Beta Kappa. He graduated from Emory Law School, where he was a member of the Moot Court Society. In September 2016, Mr. Litwin was appointed by the Univ. of South Carolina Board of Trustees to serve a three-year term as an at-large member of the USC Board of Visitors.

Brian Enlow/Warren Averett

Brian Enlow is a CPA in Warren Averett’s tax division and is a member of the firm’s Entrepreneurial Leadership Roundtable. For over 15 years, Brian has served as a trusted advisor to multi-state businesses and their owners, focusing on the manufacturing and distribution, real estate, and service industries. He has helped these clients in all stages, from business formation to successful exits, including sales to private equity funds and ESOPs. Brian resides in Atlanta with his wife and twin 3 year old sons.

About Gaslowitz Frankel:

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

Jim Barnes with Barnes Risk Management Group, Nathan Lett with SoluSan, and Josh Roper with Barnett & Stegall

July 18, 2017 by Mike

North Fulton Business Radio

Jim Barnes with Barnes Risk Management Group, Nathan Lett with SoluSan, and Josh Roper with Barnett & Stegall

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John Ray, Jim Barnes, Nathan Lett, Josh Roper

Jim Barnes/Barnes Risk Management Group

Barnes Risk Management Group is a risk evaluation and protection company. They help businesses and individuals identify the risk to their assets and determine the appropriate strategies to mitigate those risks.

Nathan Lett/SoluSan

SoluSan was founded in April of 2014 as a sanitation company looking to change the face of the industry. They saw an open gap in the market due to overall client dissatisfaction and lack of cleaning effectiveness and efficiency. Their three owners came together and identified this gap and decided to construct a company that would serve their clients with safety, integrity and dependability. Alongside that initiative, they also vowed to truly identify sanitation issues within each of their client’s facilities and attack the problem the right way to ensure the safest environment possible. Just entering their fourth year of business, SoluSan is proud to announce that they have grown 300% every year since their inauguration in April of 2014.

Josh Roper/Barnett & Stegall

Barnett & Stegall is a full-service public accounting firm offering a broad range of services to privately-held businesses and individuals. The firm focuses on providing clients with the highest level of client service and technical knowledge. The firm provides sophisticated, big-firm resources and solutions that are delivered with local firm attention and responsiveness. All services are provided by experienced professionals who take pride in producing quality work and providing superior service. Whether you are a new business or well-established, the firm has years of experience working with businesses in a variety of industries and understands the accounting transactions, the financial reporting needs, and the tax laws that apply. They use this experience and their unique service model to provide the best professional service experience possible.

THE DR. DIONNE SHOW: Exploring Gwinnett the Great

June 9, 2017 by Mike

Gwinnett Studio

THE DR. DIONNE SHOW: Exploring Gwinnett the Great

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Noicole Hendrickson, Dr.Dionne Poulton, Brandy Swanson

“Gwinnett is Great” was the motto long-used to describe Gwinnett County, GA. On this edition of “The Dr. Dionne Show“, the panel takes a look inside the day-to-day operations, initiatives, and challenges of growing, sustaining, and enriching a county.

Nicole Hendrickson/Gwinnett County Board of Commissioners

Nicole Hendrickson was appointed as the Director of the Community Outreach Program for the Gwinnett County Board of Commissioners in 2015, and has developed a comprehensive outreach plan that involves engaging diverse constituents in county government. In her first year, Nicole launched two notable programs: the Gwinnett 101 Citizens Academy, and Dinner & Dialogue with Chairman Nash. Both gained popularity with residents across Gwinnett County.

Prior to her role with county government, Nicole served as the Associate Director for the Gwinnett Coalition for Health and Human Services for eight years. In that capacity, she spearheaded the Gwinnett Neighborhood Leadership Institute, providing grassroots community leadership training to residents, and led the annual Gwinnett Great Days of Service which is known as one of the largest volunteer initiatives in the country. She is actively involved in the community, serving in a variety of capacities.

Her current involvement includes serving on the Children’s Healthcare of Atlanta Gwinnett Community Board, the United Way Gwinnett Advisory Board, and the Gwinnett Young Professionals Board of Directors. Nicole is a graduate of the Leadership Gwinnett Class of 2010, the Georgia Center for Non-profit Leadership Program, the 2016 Regional Leadership Institute, and the Georgia Hispanic Chamber’s Cultivating Hispanic Leaders Institute. Nicole is a recipient of the 2017 Gwinnett Chamber of Commerce Annual Public Service Award.

Her work has been featured in Gwinnett Magazine, The Atlanta Business Chronicle, and the Gwinnett Chamber’s Edge Magazine. She has served as a panelist on diversity and inclusion for the Partnership Gwinnett Summit.

Brandy Swanson/Smith & Howard CPA

Brandy Swanson is an associate with Smith & Howard CPA firm. With over 20 years of experience in small business leadership, development and management, she has proven skills in senior leadership, business development, budgeting, recruiting, profitability, accounting, sales, customer service and human resources.

Brandy earned a Bachelor of Business Administration degree from Georgia State University and is a proud graduate of Leadership Gwinnett. She is an active member of the Gwinnett Rotary Club and has been a Rotarian for over 24 years. Their motto “Service above Self” is her mantra. Over the years, she has served as president, treasurer, vocational chair, youth services chair and international chair.

Prior to Smith & Howard, Brandy was VP at Accent Creative Group; Executive VP at Sandler Training; the Chief Operations and Financial Officer at Lloyd Pro Group; VP of Operations at VIP Auto Care; and a Sales Manager for Administrative Managers, Inc. Her financial planning and advanced skills in contract negotiation significantly increased profitability and guided the sale and purchase of several businesses.

HOST: Dr. Dionne Wright Poulton

Dionne Wright Poulton, Ph.D., is an HR and Leadership Consultant, Educator, Author, Speaker, and Owner of Poulton Consulting Group, LLC, an HR and leadership consulting business specializing in diversity and inclusion, equity, bias, intercultural communication, adult learning, adult behavior, and conflict mediation. Since its inception in 2004, Poulton Consulting Group has worked with a wide range of diverse clients in the U.S. and Canada including many in the San Francisco tech and digital marketing industry; K-12 schools and higher education; and many corporate and service industries. Poulton Consulting Group is also a government-approved business for local, state and federal level contracts.

Dr. Wright Poulton is author of the acclaimed book “It’s Not Always Racist…but Sometimes It Is” which is an extension of her PhD dissertation at the University of Georgia where she researched the racial biases and assumptions of teachers. She is also a certified K-12 teacher whose work is inspired by her 16 years of cumulative experiences as a high school teacher and university instructor in public and private institutions in Canada and the United States. Additionally, Dr. Wright Poulton has earned professional degrees from San Francisco State University (M.A.), the University of Toronto/OISE (B.Ed.), and from Rice University (B.A.) in Houston, TX where she was a former NCAA Division I track and field scholarship athlete.

In 2014, Profiles In Diversity Journal identified Dr. Wright Poulton as “a woman to watch.” She has presented social commentary in print media in the U.S. and the United Kingdom, as well as on numerous radio shows including CBS Radio stations in Atlanta, GA and on Tavis Smiley’s Radio Show. “The Dr Dionne Show” debuted in 2016 on Business RadioX with a focus on smart dialogue about diversity, leadership, and behavior in the workplace and beyond.

Dr. Wright Poulton is originally from Toronto, Canada and is a former member of Canada’s National Track and Field Team. She currently lives with her husband and two daughters in Snellville, GA.

To book Dr. Dionne Poulton as a speaker for your next event, or to facilitate one of her innovative professional development workshops based on her PhD research, you can reach her through:

Email: dionne@poultonconsultinggroup.com
Phone: 404-323-3842 or 1-877-263-2227 (internationally)
Facebook: The Dr. Dionne Show
LinkedIn: @Dr Dionne (Wright) Poulton
Twitter: @DrDionnePoulton

For more information, visit Dr. Poulton’s business website: www.poultonconsultinggroup.com