Atlanta’s Most Trusted Advisors: Tax Tips for Small and Mid-Sized Business Owners

February 25, 2016 by angishields

Atlanta Business Radio

Atlanta's Most Trusted Advisors: Tax Tips for Small and Mid-Sized Business Owners

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Atlanta’s Most Trusted Advisors interviews industry experts from in and around the Metro Atlanta Area. Our goal is to provide valuable information that all business owners and managers can use in their day-to-day work to help them succeed.

Cathy Wright, Mark Fishman, Bonnie Boul Ruszczyk and Ryan Redhawk

Mark Fishman: Mark is a CPA and has a Masters in Taxation with several years of experience in public accounting. He joined Cain & David in 2005 as a Partner. Mark’s areas of practice include manufacturing, technology, telecommunications, distribution, entertainers and athletes, and services companies. He also is the Partner in charge of the firm’s state and local tax practice (SALT) with a specialty in multi-state tax planning, tax credits, nexus requirements, sales tax and ad valorem tax issues. He also advises the firm’s clients in international taxation.

Cathy Wright: Cathy Wright, owner of Wright Tax Solutions, LLC has over 20 years of experience in serving individuals and small businesses with their income tax needs. Wright Tax Solutions, LLC is located in East Cobb.

Bonnie Buol Ruszczyk (Host)/ bbr Marketing Bonnie Buol Ruszczyk has been a member of the creative and marketing services community for over 20 years and does not appear to be leaving it anytime soon. As president of bbr marketing, she has relished the challenges of entrepreneurship as she worked to grow and nurture a new business. Since the firm’s inception in 2009, Bonnie has led the young company to become widely recognized and respected within the professional services marketing niche, with award-winning client websites and an outstanding history of business success having worked with clients in 23 states and 2 Canadian provinces.

Symmetrics Group, LifePlan Financial Advisors, Inc. and SCOUT

February 22, 2016 by angishields

Atlanta Business Radio

Symmetrics Group, LifePlan Financial Advisors, Inc. and SCOUT

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Micael Perla, Warren Shiver, Gwen Garrison, Mark Goldman and Cheryl Maher

This Episode Brought To You By

Managing Partner (Warren); Principal (Michael)/Symmetrics Group

Warren Shiver and Michael Perla are the authors of 7 STEPS TO SALES FORCE TRANSFORMATION: Driving Sustainable Change in Your Organization (Palgrave MacMillan). Warren Shiver is the Founder and Managing Partner of Symmetrics Group (www.symmetricsgroup.com)and has more than 20 years of sales, management and consulting experience. Michael Perla is a Principal with Symmetrics Group, and has more than 20 years of sales effectiveness consulting and strategic marketing experience.

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Gwen Garrison/LifePlan Financial Advisors

Now with 16 years experience in financial planning and investments, Gwen Garrison enjoys being a guide for the journey to her clients. She helps them move towards the life they want to create with their current assets and income. She helps them identify and work towards their financial goals, and take steps to help protect their wealth from taxes and risks. She helps people faced with the problems and opportunities of sudden wealth from receiving retirement plan assets, life insurance benefits, lottery winnings, lawsuit settlements or divorce.

Gwen has been involved with helping people reach their goals for most of her working life. Gwen graduated magna cum laude from University of Georgia with a degree in communications, then focused on marketing communications for the next 18 years. She worked primarily for advertising and public relations firms, and then became a business owner in 1987. To adapt to the needs of her young children, she then shifted from healthcare and technology marketing into direct sales of medical products, then to medical and life insurance. Before transitioning to financial services, Gwen was a divisional manager for National Health Insurance, where she consistently placed in the top 10% of representatives in the country.

Gwen lives in Newnan, GA with her husband, Nick. She has raised three adult daughters, primarily as a single parent. Her community involvement includes serving as worship assistant for Christ Our Shepherd Lutheran Church, and a ministry for families affected by alcoholism. Gwen is a member of the Newnan Coweta Chamber of Commerce. She also has served her community through the Rotary Club of Peachtree City, American Business Womens Association, Peachtree City United Methodist Church, McIntosh High School, and Booth Middle School. She volunteered with the Fayette County Chamber of Commerce and has been Chair of the Board of Trustees for Providence United Methodist Church, where she also has taught adult Sunday school. Gwen has three beautiful grandchildren and will brag on them at any opportunity.

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Phone(s) Office, Cell, etc.:

Office 678-364-9677. Cell 770-853-8456

Mark Goldman & Cheryl Maher/SCOUT

President/Sr. VP Director of Client Services

Mark is the President of SCOUTs Consumer and B2B Division and former CMO of Viking Range Corporation. In 1994, he

co-founded an integrated marketing services firm called 360, earning the distinction of Inc Magazines Top 200 fastest growing US companies in 1996. In 2002, he sold the 8 year old agency to Grey Global Group and became the president of Grey/Atlanta, before moving to SCOUT.

He is passionate about the arts and served 6 years on the board of The Metro Atlanta Arts Fund. Today he serves on the boards of The Atlanta Ballet, Arts ATL and Atlanta Celebrates Photography. He was, for three years, intimately involved with the TJ Martell Foundation dedicated to eradicating childhood leukemia.

As SVP, Director of Client Services at Scout, Cheryls responsibilities include leading the client management department as well as development of innovative products/services and partnerships. Passionate about professional development, Cheryl also heads up the Leadership Development program for SCOUTs Consumer Division.

Most recently Cheryl has led initiatives to bring new innovative services to SCOUTs clients, from a proprietary research panel to a content studio, she continues to focus on innovation and improve the way we arrive at meaningful consumer insights. Prior to SCOUT, Cheryl held senior positions in Atlanta and New York.

Outside of Scout, Cheryl lives with her husband, two kids and her dog Ivy in Peachtree Hills. She is a yogi and a health food nut.

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Spotlight Episode Featuring Veteran Entrepreneurs; Veterans Connect Radio

February 17, 2016 by angishields

Atlanta Business Radio

Spotlight Episode Featuring Veteran Entrepreneurs; Veterans Connect Radio

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This Episode Brought To You By

Veterans Connect Radio

A spotlight episode of Atlanta Business Radio Co-Hosted by Ryan “Redhawk” McPherson with Business RadioX and Brandon Skolnick with Gathering Of Angels featuring military veteran entrepreneurs in the Atlanta area continuing to serve our families, our communities and our country.

#VeteranPreneur

Left to Right; Ryan Redhawk, Brandon Skolnick, Edgard Sanchez and Samir Patel

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Samir Patel/Mobilization Capital

Samir Patel is an Atlanta native. He graduated from West Point (2008) and served in numerous leadership positions with the US Army to include platoon leader, commander, chief of operations and a procurement/contracting official. He has deployed to Iraq and Afghanistan. He’s part of an investment group and his current focus is on building Mobilization Capital. This company solves some of the most challenging cash-flow issues facing government contractors.

spatel@MobilizationCapital.com | 404-723-8410

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Edgard Sanchez/C’est Tout Bon 2 Eat

Edgard Abraham Sanchez (45) – Born and raised in New Orleans, LA. The youngest of 4. Learning my way around the kitchen started at an early age with my mother cooking up meals from my mom and dad’s native land, Nicaragua. I Started working at Mandinas Restaurant in New Orleans at age 15 and picked up some Cajun and Creole cooking till I enlisted the United States Marine Corps at 18. Caught in a drawdown, I was forced out of the Marines after four years and I reluctantly crossed over into the U.S. Army where i continued to be an infantryman. At my 12 year mark my body had taken all that it could after sustaining injuries from a mine-strike in Bosnia. A med board convened and I was instructed to reclassify or get out. I reclassified into supply and logistics and finally retired after an illustrious 22 year career. Upon retirement in 2011 I drove through Atlanta (to see my high school crush) enroute to a GS job I had accepted in Tallahassee, FL. In 2012 I moved to Atlanta after commuting to Atlanta every other week. 2013 married Angel, my high school crush, started working in a warehouse as the inventory assistant to who is now my partner, Milton Mouzon. In 2014 graduated from Kennesaw State University’s Culinary Apprenticeship Program and The Entrepreneurial Bootcamp for Veterans with Disabilities held at Cornell University. Started C’est Tout Bon 2 Eat in November 2014.

I have 2 daughters from a previous marriage Brittany (23) and Hailey (20).

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Mike Stark with American Financial Advisors, LLC and Josh Seides with Technocademy, Inc.

February 15, 2016 by angishields

Atlanta Business Radio

Mike Stark with American Financial Advisors, LLC and Josh Seides with Technocademy, Inc.

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This Episode Brought To You By

Mike Stark/American Financial Advisors, LLC

Founder & CEO

RIA – Investment Advisor – 1991 to Present w/ over $500M under mgmt. — Marietta, GA HQ

Current Active Delta 767 Captain – 29 years – Atlanta based since 1987

Retired Marine Corps LtCol — Executive Officer of FA-18 squadron and Test Pilot @ VX-5 China Lake

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Josh Seides/Technocademy, Inc.

Founder & CEO

Josh Seides is a high school senior from Alpharetta High School in Atlanta. He is the Founder/CEO of a 501(c)(3) nonprofit organization called Technocademy, Inc. We help senior citizens and veterans connect with their family and friends by offering free technology lessons throughout the community. We have helped over 170K people learn technology and have spread awareness of digital illiteracy to over 18.3 million people through online campaigns. We have been featured in US News and World Report, Yahoo!, Entrepreneur, AllBusiness, and others.

Josh is a serial entrepreneur, startup adviser, and business writer. He’s published in 20+ major business publications, including Yahoo! Finance/Small Business/News, Entrepreneur, Forbes, Fast Company, Harvard JEI for research, and others.

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MAG Bookkeeping, The Vine Church and Promise686

February 11, 2016 by angishields

Atlanta Business Radio

MAG Bookkeeping, The Vine Church and Promise686

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MAG Bookkeeping helps busy pastors and growing churches by serving as their virtual church bookkeeper connected to the duties of church accounting, payroll and donor management.Randy Ongie has been the President of MAG BK since 2013. He previously worked as a Project Consultant for, Cogun Inc., a national church construction company. Before his time at Cogun, he served as an Executive Pastor at Grace Fellowship Church in Johnson City, TN.

Ronna Roth is a Client Relations Manager at MAG Bookkeeping, and has served on the team since 2013.

David Walters is the Lead Pastor at The Vine Church, which has campuses in Hoschton, GA and Flowery Branch, GA.

Andy Cook is President and CEO of Promise686, a ministry that assists families and churches who care for vulnerable children by providing financial assistance, community support, and adoptive and foster care related education.

Atlanta’s Most Trusted Advisors: IT Security, Common Mistakes and How Business Can Avoid Them

February 11, 2016 by angishields

Atlanta Business Radio

Atlanta's Most Trusted Advisors: IT Security, Common Mistakes and How Business Can Avoid Them

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Atlanta’s Most Trusted Advisors interviews industry experts from in and around the Metro Atlanta Area. Our goal is to provide valuable information that all business owners and managers can use in their day-to-day work to help them succeed.

Karl Sigler with Trustwave and David Gracey with Network 1 Consulting

Karl Sigler/Threat Intelligence Manager at Trustwave

Karl is Threat Intelligence Manager at Trustwave where he is responsible for research and analysis of current vulnerabilities, malware and threat trends. Karl and his team run the Emerging Threat advisory service, serve as liaison for the Microsoft MAPP program, and coordinate Trustwave’s responsible vulnerability disclosure process. Before joining Trustwave in 2013, Karl worked as the lead of the IBM X-Force Education group. With more than 20 years experience working in information security, Karl has presented on topics like Intrusion Analysis and Penetration Testing to audiences in over 30 countries.”

David Gracey/Network 1 Consulting

David is the founder and president of Network 1 Consulting, Atlanta’s leading provider of IT services for small and medium-sized businesses. Network 1 specializes in IT support for law firms, medical practices, financial services and real estate markets.

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Bonnie Buol Ruszczyk (Host)/ bbr Marketing

Bonnie Buol Ruszczyk has been a member of the creative and marketing services community for over 20 years and does not appear to be leaving it anytime soon. As president of bbr marketing, she has relished the challenges of entrepreneurship as she worked to grow and nurture a new business. Since the firm’s inception in 2009, Bonnie has led the young company to become widely recognized and respected within the professional services marketing niche, with award-winning client websites and an outstanding history of business success having worked with clients in 23 states and 2 Canadian provinces.

The Law Office of Brian C. McCarthy, P.C. and Robert Brown with Incite! Decision Technologies LLC,

February 8, 2016 by angishields

Atlanta Business Radio

The Law Office of Brian C. McCarthy, P.C. and Robert Brown with Incite! Decision Technologies LLC,

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Atlanta Business Radio Powered By Business RadioX.

LIVE Mon & Wed 10am

Brian C. McCartyh/Law Office of Brian C. McCarthy, P.C.

Founder and Attorney At Law

Brian C. McCarthy is an experienced trial attorney and litigator who focuses on civil litigation in the areas of professional liability, personal injury, and commercial disputes. He represents injured persons in cases involving motor vehicle accidents, dog attacks, product defects, premises liability, catastrophic injury, and wrongful death. He earned his B.A. in Psychology at the University of Notre Dame; M.S., Georgia State University; MBA, Georgia State University; and J.D., Georgia State University. Brian is married to Amy McCarthy and is the proud father of Jack, Pierce, Emily, and Finn.

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Robert (Rob) Brown/Incite Decision Technologies LLC

Founder & President

Robert D. Brown III is the President of Incite! Decision Technologies LLC (http://www.incitedecisiontech.com), a consultancy supporting senior decision-makers facing complex, high-risk opportunities. These opportunities usually include strategic planning, project selection, planning & risk management, and project portfolio analysis & management.

Roberts twenty-plus-year career has been devoted to providing solutions to clients complex problems by employing creative thinking and advanced quantitative business, engineering, and systems analysis. His client experience spans diverse industrial and commercial fields including petroleum & chemicals, energy, utilities, supply chain & logistics, pharmaceuticals, electronics manufacturing, telecommunications, IT, commercial real estate, federal agencies, and education.

Through Incite!, Robert delivers analysis, decision support tools and systems, and training in decision-making and risk management with the goal to help his clients measure the value and the risk associated with the important decisions they face in order to make informed trade-offs and choices. He has also been a regular Analytica training resource for Lumina for over a decade.

Robert graduated from the Georgia Institute of Technology in 1992 with a Bachelors of Mechanical Engineering.

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JDog Junk Removal and Hauling

February 5, 2016 by angishields

Atlanta Business Radio

JDog Junk Removal and Hauling

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On the program today we spoke with founder and CEO of JDog Junk Removal and Hauling Jerry Flanagan, Owner/Operator of JDog Junk Removal and Hauling in Lawrenceville, Ga. Forrest Woodland and Owner/Operator of JDog Junk Removal and Hauling in Woodstock, Ga. Jason Meadows.

JDog Junk Removal – we are the U.S. Military Veteran Brand! Our local business operators are veterans and veteran family members who understand the notion of service to country, hard work, and dedication. Our junk removal services are delivered the military way – with Respect, Integrity, Trust

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Gerald “Jerry” Flanagan is the creator of the JDog brand and founder of the JDog Junk Removal system and serves as our President and CEO. Jerry’s business career has been focused primarily in the retail sales industry, where he has held various positions and founded, owned and operated a number of businesses. He is an honorably discharged veteran of the U.S. Army. He did basic training at Ft. Jackson, South Carolina and then went to Ft. Gordon, GA for Advanced Individual Training. He was later stationed at Ft. Stewart Georgia and achieved the rank of E-4 Specialist. Jerry is based at our corporate office in Berwyn, PA.

LinkedIn JDog Twitter JDog Facebook JDog You Tube

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Forrest Woodland/JDog Lawrenceville

Owner/Operator

Jason Meadows/JDog Woodstock

Owner/Operator

KSU Entrepreneurship Center “The Shrimp Tank” Featuring Brandon Lewis

February 2, 2016 by angishields

Atlanta Business Radio

KSU Entrepreneurship Center “The Shrimp Tank” Featuring Brandon Lewis

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The Shrimp Tank brings you interviews with some of the most successful business owners in the United States to learn the do’s and don’ts of starting and running a successful business. Then, the fun really starts when we bring in high school and college students to pitch their business ideas to the Shrimp Tank. We don’t fund any business, but we do teach kids how to turn their business ideas into a successful business.

Brandon Lewis/Benchmark Public Adjusting Group

COO and Partner of BenchMark Public Adjusting Group. As a 22 plus-year Atlanta business leader and executive coupled with nine years in the insurance advocacy profession, Brandon Lewis has forged a unique industry crossover. Brandon brings with him the experience of handling over 15 major natural disasters globally.

Brandon is a member of NAPIA and the Founding Treasurer of GAPIA. His other participations include the Atlanta Apartment Association, where he is a member and has educated the association on disaster preparedness. He is also a member of the National Suppliers Council. He has been a guest speaker at Emory University and worked closely with the Red Cross. Brandon attended both Pace University Lubin School of Business and Hofstra University.

The Establishment Atlanta Supply And Demand Atlanta Click Models

Ted Jenkin/Oxygen Financial

(Co – Host)

Ted Jenkin has spent the past 22 years giving personal financial advice to thousands of people across the United States. After graduating from Boston College in 1991, Ted spent more than 16 years working for American Express Financial Advisors/Ameriprise Financial. He was one of the youngest people in the history of the company to reach both Field Vice President and Group Vice President level. He managed more than 800 financial advisors throughout 8 states in his last position with the company. He won the premier performer award, leader of the year award, and had the number one office in the country for more than two years in a row. In 2008, Ted founded oXYGen Financial to help revolutionize the financial services industry by creating a new company that focused on serving the X and Y Generation. oXYGen Financial now has more than 1,700 clients throughout 25 states across the country. Ted has been featured in over 25 magazines and newspapers including the Wall Street Journal, Business Week, and The Huffington Post. He has six advanced designations from the College for Financial Planning (CFP®, CRPC®, CRPS®, AWMA®, AAMS®, CMFC®) and is an on air radio personality featured on the popular drive time Atlanta radio show The Rock 100.5 Morning Show on Rock 100.5 FM. Ted lives in Milton, GA with his wife Genna and three kids Olivia, Lyla, and Louden.

Chris Hanks/ KSU EC

(Co – Host)

Christopher C. Hanks is the founder and executive director of the KSU Entrepreneurship Center. Prior to this, Hanks was the founder and director of the entrepreneurship program at the University of Georgia. He has owned multiple businesses, including music, e-commerce, publishing, and export ventures. He is also the co-author of a best-selling book on low risk entrepreneurship.

Hanks leads the International Entrepreneurship Institute and is certified in business valuation, providing expert witness testimony. Before teaching at UGA, Hanks taught entrepreneurship at Georgia State University and assisted in leading the Russell Center for Entrepreneurship. He earned a BBA from University of Georgia and an MBA from San Jose State University. Before launching his first business, Hanks held corporate risk management positions in the pharmaceutical and beverage industries.