estate planning Archives - Page 4 of 12

Neeli Shah, The Law Offices of Neeli Shah and Barry Brimer, BeOriginal

May 12, 2021 by John Ray

Family Business Radio

Neeli Shah, The Law Offices of Neeli Shah and Barry Brimer, BeOriginal

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Neeli Shah, The Law Offices of Neeli Shah and Barry Brimer, BeOriginal (Family Business Radio, Episode 20)

Attorney Neeli Shah combined her love of numbers and her legal education and experience into her own firm which helps business owners and entrepreneurs with wills and estate planning. Barry Brimer founded his graphic design studio over 35 years ago and has been at the leading edge of adopting innovative technology to serve his clients. Each of these accomplished business leaders joined host Anthony Chen for this episode of Family Business Radio, which is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Neeli Shah, The Law Offices of Neeli Shah

Neeli Shah, Attorney, The Law Offices of Neeli Shah

At the Law Offices of Neeli Shah, they believe that planning for the future should be purposeful and practical. They work with and/or help to develop a collaborative team of advisers committed to navigating the planned and unplanned transitions of life. They strive to empower and enrich the financial lives of those they serve as a source of education, information, and solutions by integrating personal family dynamics and relationships with the financial and tax planning processes.

Company website | LinkedIn

Barry Brimer, BeOriginal

**Barry Brimer, Founder/Owner, BeOriginal**

BeOriginal is a multi-disciplined graphic design studio located in Suwanee, GA. In 1986, BeOriginal began providing creative services and consulting on all aspects of branding and marketing to help businesses achieve their marketing goals. Projects from corporate training videos and materials, to billboards, require an in-depth knowledge of many different production processes to make a marketing campaign successful. BeOriginal has that knowledge. Companies like Napa Rayloc and Winton Machine have relied on the quality design services of BeOriginal for more than 35 years.

Company website | Company LinkedIn | Twitter | Brimer LinkedIn

Anthony Chen, Host of Family Business Radio

family owned craft breweries — **Anthony Chen**

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of Family Business Radio can be found at familybusinessradioshow.com.

Estate and Financial Planning for Families with Unmarried Partners

April 28, 2021 by Garrett Ervin

Gwinnett Studio

Estate and Financial Planning for Families with Unmarried Partners

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Jennifer Gibbs/Gibbs Tillery, LLC

Jennifer has been a managing partner with Gibbs Tillery Law Firm since graduating from Emory Law school in 2009. Jennifer is a dedicated and tireless family law and estate planning attorney specializing in all aspects of domestic relations, including but not limited to divorce, custody, support, visitation, modifications of custody, support and/or visitation, contempt, guardianships, and estate planning.

For over 10 years, Jennifer taught history and coached basketball in the Missouri and Florida public and private school systems. Jennifer decided to leave teaching and went on to earn a Master’s degree in Sports Administration, followed by earning her law degree from Emory School of Law.

Kelley Napier/Brannon Napier Elder Law

Kelley Napier is a partner at Brannon Napier Elder Law in Atlanta. She is a member of the National Academy of Elder Law Attorneys, where she currently serves on the board of the Georgia Chapter. Kelley serves on the Parkinson’s Foundation Georgia Chapter Advisory Board. She also participates in the Georgia Association of Women Lawyers, the Stonewall Bar Association, and the Planned Giving Council at Oglethorpe University. She has been selected as a Super Lawyer Rising Star in 2020 and 2021.

Prior to joining Brannon Napier Elder Law, Kelley worked with another local firm specializing in Medicaid Planning. It was this legal work and Kelley’s experience navigating the long-term care system for her grandmother that prompted her enrollment in law school. Previous to her legal work, Kelley worked in the construction industry for several years.

CLICK HERE to watch the Zoom video of this episode.

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.

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

Remember to tune in HERE 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

Richard Morgan, Morgan and DiSalvo

April 20, 2021 by John Ray

North Fulton Business Radio

Richard Morgan, Morgan and DiSalvo

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Richard Morgan, Morgan and DiSalvo (North Fulton Business Radio, Episode 348)

An expert in estate planning, Richard Morgan of Morgan and DiSalvo joined host John Ray to explain particular issues business owners must be aware of, the impact of potential tax law changes, the challenges involved with blended families, and much more. “North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Morgan and DiSalvo, P.C.

Morgan and DiSalvo is a full service, high-end, estate and tax planning law firm. Their planning is individualized for their clients and clients are not shoved into pre-existing form documents. Service is a high priority, and they treat clients like family. Life changes, and Morgan and DiSalvo helps clients plan for it.

Their areas of specialty are estate planning, special needs planning, probate and administration, and dispute resolution.

Company website | LinkedIn | Facebook

Richard Morgan, Attorney, Morgan and DiSalvo

Richard M. Morgan has been practicing law in Georgia since 1987. Richard founded the award-winning Alpharetta law firm of Morgan & DiSalvo, P.C. in 1995 to help individuals and families plan and prepare for the many changes that life brings. Morgan & DiSalvo is recognized as a U.S. News & World Report and Best Lawyers.com “Best Law Firm” since 2013. Morgan & DiSalvo received the highest “Tier 1” rating in Trusts and Estates Law, a distinction held by only 23 law firms in Georgia.

Richard prides himself on bringing peace of mind to individuals and families by helping them prepare for significant life events. In addition to the primary practice areas of the firm, Richard also specializes in finding creative solutions for clients in the areas of estate & tax planning, estate & trust dispute resolution, business succession planning, planning for special needs beneficiaries, creditor protection, charitable gift planning and tax controversies.

Richard’s work is differentiated by his level of service and attention to detail. His technical and analytical capabilities and problem-solving approach are unique among attorneys. A leader in his field, Richard is past president of the Taxation Sections of both the Georgia and Atlanta Bar Associations, the Estate Planning & Probate Section of the Atlanta Bar Association, the North Georgia Estate Planning Council and the Georgia Planned Giving Council. Richard serves on the Executive, Legislative and Georgia Trust Code Revision committees of the Fiduciary law section of the Georgia Bar Association. Richard also serves on a 2 member sub-committee of the Fiduciary Law Section to propose a Technical Corrections Bill to improve the 2017 Georgia Uniform Power of Attorney Act.

In 2014, Richard was elected as a Fellow in The American College of Trust and Estate Counsel (ACTEC). This is the most prestigious group of Trusts and Estates attorneys in the country, with only 59 Fellows in the State of Georgia. ACTEC membership is only offered to those who have provided substantial contributions to the field of trusts and estates law. Richard has used his charitable gift planning expertise over the years by serving as the chairman or member of professional advisory committees of several large Atlanta organizations including the Jewish Federation of Greater Atlanta, Jewish Family & Career Services, the Community Foundation of Greater Atlanta and YMCA of Metropolitan Atlanta.

Richard received his B.B.A. in Accounting, cum laude, and his J.D. degree, cum laude, from the University of Georgia. He received his LL.M. in Taxation from Emory University. Richard is a frequent speaker on estate and tax planning, charitable gift planning and other tax related topics.

Richard loves life and all that it has to offer, but his greatest accomplishments have all related to his wonderful and loving family, including his incredible wife and three children, and of course, now two Goldendoodles.

Questions and Topics in this Interview:

What is estate planning and why is it important for everyone?
What is the particular importance to business owners?
Most people are concerned with how assets pass, can you explain the options?
Tax changes are on the horizon, what do you see as major changes and how should we plan now for those changes?
What are some of the extraordinary circumstances, such as a special needs child, which affect estate planning?

“North Fulton Business Radio” is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Money and Real Estate in Arizona E19

April 18, 2021 by Karen

Money-and-Real-Estate-in-Arizona-Feature

Phoenix Business Radio

Money and Real Estate in Arizona E19

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Money and Real Estate in Arizona E19

Have you been hearing about how crazy the real estate market is right now? How about the stock market?

It’s on fire out there and our guests on this episode of Collaborative Connections Radio Show and Podcast filled us in on why!

Host, Kelly Lorenzen was joined on-air by three amazing Arizona-based small business owners. Alyssa Samuelson, Broker/Owner of Success Real Estate Group, Alison Stine, owner of Stine Wealth Management, and Tammy Fiske Schulze, owner of Brightside Mortgage gave great tips and advice about the market. They also shared valuable perspectives about the past, present and future.

Anyone who lives in Arizona or wants to move here should definitely check out this episode. These experts shared so many great golden nuggets in this Collaborative Collections show. AND reach out to Alyssa, Tammy, and Alison if you need help with real estate or your finances.

Success Real Estate Group is a division of Apartment Source, which was a acquired in 2004 by new management. The SREG team focuses on working with Scottsdale and Phoenix area buyers and sellers who are in need of trusted real estate advise and expertise.

The SREG team has over 45 years of combined real estate experience and brings professionalism, with a personal touch, to all of their transactions.

Alyssa Samuelson was born and raised near Des Moines, Iowa. After high school, she decided to venture west and attended The University of Arizona. She received an incredible education from the university and loved the Arizona weather, even the summers!

After working in Tucson at a small software company for a year after college, she relocated to Scottsdale and accepted a position with a small software company. Her personal aspirations lead her in the direction of real estate within 2 years. She came upon an opportunity with a small real estate company she subsequently purchased in 2004.

Since that time, the company has changed and grown dramatically. She loves what she does and enjoys working with her clients and helping them with their real estate needs.

In her spare time, she enjoys traveling, practicing and teaching yoga (she is also a certified yoga instructor), hiking, tennis, attending sporting events, relaxing with her pets, and bonding with her close group of friends. She feels very blessed and truly enjoys her career and that it supports her ability to also focus on other parts of her life such as family and friends.

Connect with Alyssa on LinkedIn and follow SREG on Facebook and Instagram.

Alison Stine is the Founder of Stine Wealth Management. She began her investment career in 2013 as a Financial Representative, as her passion lies in helping others.

Alison obtained her Securities licenses in 2014. Alison was promoted to Vice President in 2018 after earning her General Securities Principal license. She earned her Retirement Income Certified Professional (RICP®) designation in 2019, as her practice has a focus on planning for the distribution of assets in retirement. She went independent and founded Stine Wealth Management in 2020.

Civic duty is important to Alison. She is the President of the PhoenixCats through the University of Arizona’s Alumni Association, she volunteers through New Pathways for Youth to mentor an at-risk youth, she is the Vice Chair of the Women in Business Council through the Tempe Chamber of Commerce, and an Inaugural Member of the Eller Alumni Advisory Council.

Alison lives in Scottsdale, AZ with her husband Billy & their dog Jordy.

Stine Wealth Management has a focus on putting clients first. Alison enjoys building long-term relationships with her clients, and loves to see their plan unfold and adjust as time goes on. She meets with clients face-to-face (or virtually) to help plan their financial futures.

Alison has much experience in retirement planning, risk management, tax-efficient strategies, and helping clients through the 3 phases of wealth: accumulation, distribution, and wealth transfer. Alison prides herself on educating her clients and communicating regularly.

Check the background of your financial professional on FINRA’s BrokerCheck: https://brokercheck.finra.org/

Follow Stine Wealth Management on LinkedIn and Facebook.

Brightside Mortgage was founded by Tammy and her husband, Bill, with the idea of breaking down the old stereotypes of mortgage lending. Their aim is to work in partnership with their clients to create an enjoyable mortgage lending process.

The Brightside team advocates for their borrowers empowering them to own the process while providing guidance based upon the borrower’s individual needs. They are a mortgage broker which means they have access to multiple lenders and can shop around to find the best deal for each client.

Tammy Schulze was born and raised in Spokane, Washington and moved to Phoenix in 2001. She graduated from Cheney High School and Eastern Washington University. She didn’t always know she wanted to be a Mortgage Broker, but she did always know she wanted to help people.

She has an overwhelming commitment to her clients, striving to make sure each person she interacts with feel special and important. When she is not working, she loves to hang out with her three teenagers and husband hiking, walking on the beach and playing games (especially Escape Rooms).

Connect with Tammy on LinkedIn.

About Collaborative Connections

Kelly Lorenzen started the “Collaborative Connections” show to bring her clients and favorite charities together to meet each other, connect and collaborate in life and business. She hopes to build a stronger community one show at a time.

About Our Sponsor

KLM Consulting is a business concierge and project management firm. They help small business owners and non-profits build, brand and brag about their businesses.

About Your Host

Kelly Lorenzen, CEO of KLM Consulting, is an award-winning entrepreneur with over 15 years of business-ownership experience. She is also a certified project management professional.

Kelly’s expertise is in business development, customer service, marketing, and sales.

Connect with Kelly on LinkedIn, and follow KLM Consulting on Facebook.

How Rebecca Easton of Easton Law PLLC Grew Her Law Practice by Collaborating in Her Community E4

March 30, 2021 by Karen

How-Rebecca-Easton-of-Easton-Law-PLLC-Grew-Her-Law-Practice-by-Collaborating-in-Her-Community-feature

Phoenix Business Radio

How Rebecca Easton of Easton Law PLLC Grew Her Law Practice by Collaborating in Her Community E4

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How Rebecca Easton of Easton Law PLLC Grew Her Law Practice by Collaborating in Her Community E4

In Episode 4 Sean and Mark interview Becky Easton, Founder of Easton Law, PLLC. Becky shares her excitement when she graduated from college and realizing that she had “barterable skill” and shares how organically her company grew out of her own community. She discusses the most critical legal areas that many entrepreneurs overlook. Many entrepreneurs don’t want to think about the inevitable that we are all going to die, so don’t put off establishing the most critical aspects of your business.

Listen as Becky shares a strategy she refers to as “L.I.F.T.” (Legal, Insurance, Finance, Tax), ensuring you and your business are going to be protected by taking the simple steps now for the future.

Entrepreneurs have many hats to wear and many things to think about. Becky discusses a “L.I.F.T.” (Legal, Insurance, Finance, Tax) strategy to focus your business. Listen for the simple preventative steps to ensure you and your business are taken care of if something should happen to you.

Passionate about serving others, Easton Law’s purpose is guiding families, small business owners, visionaries, and creatives. Protecting you, your loved ones, your ideas, and your partners through thoughtful and intentional planning.

At Easton Law, Estate and Business Planning the entire process is about you…your goals, your dreams, and the protection you want for yourself and your loved ones. The emphasis is on planning for the inevitable changes during your life, not just what happens when you pass away. Seeing your work together as just the beginning of a lifetime of counsel, Easton Law has unique systems in place to ensure your planning will keep up with the changes in your life.

Rebecca Easton is the Founder and Managing Attorney of Easton Law, Estate and Business Planning, and as a Personal Family Lawyer, her practice is a little bit different. Taking a more holistic approach to estate planning, Rebecca helps you protect and pass on more than just your financial wealth and personal belongings. She works with you to capture and translate who you are and what’s important to you – your values, insights, stories, and experience.

Born and raised in Tucson, AZ, Rebecca graduated in 2003 from the University of Arizona with degrees in Psychology and Spanish Linguistics. She then graduated in 2011 from the University of Denver Sturm College of Law, accepting a position with a large, national firm before ultimately moving back home to Arizona and opening Easton Law.

She is licensed in both Arizona and Colorado, and beyond counseling her personal clients, Rebecca is a strong believer in educating the community on financial and legal matters impacting families. She frequently speaks on how estate planning can provide our loved ones the best possible outcome when unexpected events happen.

Rebecca, husband Ryan, and cat Suits, live in East Mesa in the beautiful Eastmark community where neighbors recently elected her as the first Owner-Director of the Eastmark Residential Association.

Connect with Rebecca on LinkedIn and follow Easton Law on Facebook and Instagram.

About Cultivating Collaboration on Avontage

Sean Sarram, CEO and Founder Avontage is the host of this interview-style live radio/podcast show to highlight the members of the Avontage community. His co-host, Mark Jamnik, is Owner and Time Creation Coach at Enjoy Life Daily.

On this podcast we learn about the skills and services offered on our platform and how our members collaborate to grow their businesses; hence the name “Cultivating Collaboration on Avontage”.

About Avontage

Avontage is the future of work. We are a like-minded community of experts, forward-thinking entrepreneurs, and highly skilled freelancers solving each other’s pain points. We do that by trading skills and services on a trusted and safe platform.

Business barter trading is on the rise and it is the smartest way to achieve scalable growth during these challenging times.

About Your Hosts

Sean Sarram, the CEO and Founder of Avontage, is a seasoned executive with an entrepreneurial mindset. With a software engineering degree in Computer Science from Arizona State University, Sean enjoys building technology to solve hard problems that affect everyday life.

His mission is to build a trusted community marketplace for local business owners, marketers, entrepreneurs, freelancers, and creatives to collaborate, gain high quality clients, and help them grow your businesses without spending money.

Sean believes in Collaborative Capitalism, where small businesses collaborate and trading-exchange their skills and services to elevate one another.

Connect with Sean on LinkedIn, and follow Avontage on Facebook, Twitter and Instagram.

Mark Jamnik lives and breathes productivity & coaching. After a decade in advertising sales, he was recruited by the Tony Robbins’ organization, to be 1 of 100 active global coaches. He coached over 300 CEO’s, entrepreneurs, & sales professionals, maximizing their effectiveness in achieving their goals.

Over the last decade he focused on his own entrepreneurial journey creating a healthy relationship with time. Now he consults CEOs and entrepreneurs with time creation and organization strategies to maximize productivity stress-free.

Connect with Mark on LinkedIn and Facebook.

The Future of Financial Planning with Austin Peterson E28

March 26, 2021 by Karen

The-Future-of-Financial-Planning-with-Austin-Peterson-feature

Phoenix Business Radio

The Future of Financial Planning with Austin Peterson E28

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The Future of Financial Planning with Austin Peterson E28

On this episode of the Future of Work: Water Cooler Conversations we are joined by Austin Peterson of Backbone Financial. He shares his how growing up and spending time on a farm influenced his work ethic and how one class in school changed the course of his life.

Austin also shares with us his passion for working with privately held businesses and the importance of planning for the future. He helps business owners navigate everything from insurance and managing liabilities to exit and succession planning.

If you are a business owner and do not have an exit or succession plan in place – this is a great episode to listen to for advice on how to get started. Austin also talks through the long list of things all business owners should be considering.

He also challenges all owners to think of their business as an investment and stresses the importance of working with a professional who can help you protect it. We cover the gambit on this episode from difficult childhoods, to parenting, to running a business and struggling to balance – it was a fun one and has something for everyone who is involved in small business.

Backbone Financial is based in Scottsdale, Arizona and strives to help take the guesswork out of your financial life by always acting in your best interest. Our goal is to help you build confidence with your financial decisions by providing solutions that best suit your needs and your unique financial situation.

Backbone Financial specializes in personalized financial planning and custom retirement plan analysis. We also help business owners and executives improve the effectiveness of their retirement plans through independent financial advice.

A veteran of the financial services industry, Austin Peterson has dedicated his career to helping clients toward achieving greater financial independence.

With over 18 years of experience, his extensive background includes working at leading firms across the financial world, including Pacific Life Insurance Company, Oak Tree Management Group, Symetra Life Insurance Company and many others.

In founding his own firm, Backbone Financial, Austin sought to focus his expertise on providing clients with a truly personalized financial planning experience.

Having earned an MBA and CERTIFIED FINANCIAL PLANNER™ (CFP®) and CHARTERED LIFE UNDERWRITER™ (CLU®) designations, Austin holds the educational degree and certifications necessary to truly understand his clients’ needs and guide them appropriately toward meeting their business and financial goals.

While he thrives in a spectrum of services, he specializes in helping business owners, their executives, and families toward achieving their most valued financial goals. Whether providing corporate retirement plans, estate planning, business succession plans, or custom retirement income strategies, Austin always keeps his clients’ best interests at the heart of his process.

A graduate of California State University,Fullerton, Austin earned his MBA from Brigham Young University. In addition to working with investors, he has also helped train many advisors to help meet the needs of their clients.

While managing his own practice, Backbone Financial, he also counsels with and partners with advisors associated with Lincoln Financial Group that live in the western half of the United States on partnering with third party relationships to better serve their joint clients.

Outside of the office, Austin enjoys competing in triathlons, playing a round of golf, snowboarding, surfing, and watching sports. Most of all, he looks forward to spending time with his wife and kids.

Connect with Austin on LinkedIn and Instagram, and follow Backbone Financial on Facebook.

Austin Peterson is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Financial is a marketing name for registered representatives of Lincoln Financial Advisors Corp. CRN-3506780-032421

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

The content presented is for informational and educational purposes. The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.

Business RadioX® is a separate entity not affiliated with Lincoln Financial Advisors Corp.

ABOUT THE FUTURE OF WORK: WATER COOLER CONVERSATIONS

Welcome to Future of Work: Water Cooler Conversations Radio Show and Podcast – where business leaders share how they integrate humanity and technology through innovative approaches, healthy culture, flexible workspaces and seamless virtual technology.

ABOUT YOUR CO-HOSTS

With a background in marketing, in various for profit and not for profit companies, Kyle McIntosh wondered, “How can I pair the passion and commitment to community progress of a non-profit with the sustainability and reach of a for profit company?” From this question and perspective a mission evolved to tear down the false distinction between the two sectors and to promote companies with Conscious Capitalism® business models through MAC6.

Kyle is the President and Creative Excitant of MAC6. Day to day, his main operational role is on the “spaces” side of the business, focusing on creating thriving communities in the commercial office buildings, the co-working space, and the co-manufacturing space. The other role that he plays is that of EOS implementer, working with clients to bring the Entrepreneurial Operating System, from the book Traction® to their businesses. Additionally, he sits on the boards of Conscious Capitalism Arizona, telling the stories of good businesses in Arizona, and The Tempe Chamber of Commerce, sustaining Tempe’s quality of life and keeping our community and economy vibrant.

Kyle loves Arizona and wants to see us all collectively find great success based on the awesome things that are happening here every day.

Follow MAC6 on Facebook and Twitter.

Jennifer Burwell, joined MAC6 in 2013. Jennifer is their VP and Director of Programs.

She uses her experience in real estate, team development and management to seamlessly integrate each of the MAC6 business units to assure they are all focused on the long-term company vision. She is also a student of human behavior.

As a Certified Professional Behavioral Analyst, she uses her knowledge to facilitate culture-focused leadership programs with organizations of all sizes to integrate the company’s values and create higher-performing teams.

To learn more about MAC6 Communities, call 480-293-4075 or find them on Facebook

ABOUT OUR SPONSOR

MAC⁶ offers flexible spaces and programs to help your team grow, and a community of thriving businesses, just like yours. Advocating Capitalism as a Force for Good, MAC6 is Accelerating the shift to Conscious Capitalism (where Purpose and Profit Unite) through Creativity, Collaboration, Community and Change.

Simplifying and Managing Your Finances for When You Age and Beyond

March 24, 2021 by Garrett Ervin

Gwinnett Studio

Simplifying and Managing Your Finances for When You Age and Beyond

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Leah Nichaman/Everyday Money Management

Leah Nichaman is a Certified Daily Money Manager (CDMM) with over 15 years of experience helping people manage their day-to-day financial affairs. She established Everyday Money Management in 2007, and built it into the premier daily money management firm in the Washington D.C. area, primarily serving older adults and busy professionals.

Ms. Nichaman is a Past President of the American Association of Daily Money Managers, the
professional association serving over 650 daily money managers throughout the U.S. and Canada. Her professional background is in management consulting, non-profit management, and health survey research. She holds a degree in Cognitive Science from Brown University.

Ms. Nichaman is active in her community, serving as a volunteer representative payee for an individual living with mental illness, and serving on the Board of Directors of The Senior Connection, a non-profit that provides free transportation and grocery shopping for seniors in Montgomery County, MD.

Rachel Donnelly/Black Dress Consultants

After many experiences with loss, including the death of her parents at a young age, Rachel Donnelly founded Black Dress Consultants, a consulting firm which helps individuals and families manage the unavoidable tasks and logistics of after loss and end-of-life.

Rachel is a fundraiser extraordinaire, having worked in higher education fundraising for Agnes Scott College, Emory University and Georgia Institute of Technology. Rachel also serves on the Board of Directors on Love Not Lost, an Atlanta non-profit that provides grief tools and free photography sessions for families facing terminal diagnoses.

She graduated from Agnes Scott College in Decatur with a degree in Political Science, and married her high school sweetheart, Zack Donnelly. They now live together in Atlanta with their two children, Finn and Roane.

Rachel has been referred to as the “Boss of After Loss,” “Real Life Orphan Annie” and a “Death Influencer,” and she believes that end-of-life planning is the greatest gift you can give to your family.

CLICK HERE to watch the Zoom video of this episode.

About Gaslowitz Frankel:

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

Remember to tune in HERE 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

It’s Complicated: Estate Planning for Blended Families

February 24, 2021 by Garrett Ervin

Gwinnett Studio

It's Complicated: Estate Planning for Blended Families

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Brooke French/Kessler & Solomiany LLC

Brooke French, Partner with Kessler & Solomiany LLC, represents clients in all aspects of domestic relations litigation, including divorce, separate maintenance, child custody and support modifications, contempt, post-divorce modification and enforcement, family violence, paternity, legitimation, and prenuptial agreements. Brooke understands the stress that couples encounter in divorce and she navigates her clients through this process as efficiently as possible.

She takes a special interest in protecting children and maintaining stability in their lives as the family structure changes. Children’s needs are sometimes inadvertently overshadowed when parents are struggling, and Brooke makes a special effort to educate her clients about the impact their decisions will have on children. The mother of two young children, she has focused on the needs of children in divorce throughout her career. She is trained as a guardian ad litem and is on the list of preferred attorneys for these matters in Fulton and Cobb counties. She writes frequently about custody issues and other family law developments.

Brooke strongly believes mediation is the best option for resolution in the majority of family law cases – particularly those in which children of any age are involved. She completed 100 hours of Civil Mediation and Divorce and Family Mediation training, and is a registered neutral with the Georgia Office of Dispute Resolution.

Henry Bowden, Jr./The Bowden Law Firm, LLC

Henry Bowden, Partner with The Bowden Law Firm LLC, is a native of Atlanta, GA and received his B.A. with Honors from the University of Virginia in 1971 and his J.D. with Distinction from Emory University Law School in 1974. Mr. Bowden earned memberships in Phi Beta Kappa, Omicron Delta Kappa and the Order of the Coif during his college and law school careers; he was also elected Articles Editor of the Emory Law Journal. After law school, he clerked on the United States Court of Appeals, Fifth Circuit, for the Honorable Griffin B. Bell.

Mr.Bowden joined King & Spalding in 1975, making partner there in 1982. His areas of concentration have included estate planning and administration, charitable gift planning, and the representation of tax-exempt organizations. In June of 1995, Mr. Bowden founded The Bowden Law Firm.

Mr. Bowden was elected a Fellow of the American College of Trust & Estate Counsel in 1986, and served as State Chair of the College in Georgia for five years. He served as chair of the Fiduciary Law Section of the State Bar of Georgia in 1990-91, and as President of the Atlanta Estate Planning Council in 1995-96. From 1982-87, he was an adjunct professor at Emory Law School, teaching estate and gift taxation in the Masters in Taxation program there.

Mr. Bowden has served as President of the Atlanta Council of Younger Lawyers, as Chairman of the Board of the Atlanta Ballet, Inc., as Chairman of the Board of Historic Oakland Foundation, Inc., as a Trustee of the Westminster Schools, and as a member of the Board of Managers of the University of Virginia Alumni Association. He is currently an emeritus member of the Board of Trustees of Emory University, and an active trustee of Wesley Woods Senior Living, Inc. On January 1, 2016, Mr. Bowden was appointed by the Supreme Court of Georgia to serve a six-year term on the State Board of Bar
Examiners, and now chairs that Board. He is a lifelong member of Northside United Methodist Church, where he teaches Sunday school.

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Understanding the IRS Collection Process

January 27, 2021 by Garrett Ervin

Gwinnett Studio

Understanding the IRS Collection Process

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Jeffrey Kess/MendenFreiman

Jeffrey Kess is a partner in MendenFreiman’s tax controversy and collection and tax planning practice areas. He joined the firm in 2019 and has practiced taxation and general business law for more than 35 years. He has achieved national recognition for his expertise in the field of tax controversy. Jeffrey has represented thousands of clients before the Internal Revenue Service, the State of Georgia, and other state taxing authorities. Jeffrey also works closely with CPAs in devising strategies to eliminate or minimize potential taxes, penalties, and interest for their clients.

“I am passionate about formulating strategies to help my clients eliminate or minimize potential taxes, penalties, and interest so they can live the American Dream!”

Jeffrey has served in leadership positions with numerous professional and community organizations. He has shared his knowledge and experience by speaking to a wide variety of groups, including the Georgia Society of CPAs, the State Bar of Georgia, the Family Law Section and the Tax Section of the Atlanta Bar Association, The North Atlanta Tax Council, the National Business Institute, and the Institute of Continuing Legal Education in Georgia.

Prior to joining MendenFreiman, Jeffrey was a partner at Gomel Davis & Watson, LLP.

Amy McGehee/MendenFreiman

Amy McGehee is an associate in MendenFreiman’s tax controversy and collection and tax planning practice areas. Amy also practices in the areas of estate planning and business law. She joined the firm in 2019 and has extensive experience counseling clients in a wide variety of matters; including tax controversies with the IRS and state taxing agencies; drafting, filing and negotiating offers in compromise, penalty abatement requests, installment agreements, and “currently not collectible” status; and stopping collection action such as wage garnishments, levies, and asset liens. She also represents business owners with payroll and employment tax issues.

Amy has spent her career advising and representing business owners in transactional matters, complex tax planning and business succession planning, entity selection and formation matters, business organization and reorganization, as well as operational compliance matters and governance matters. She has experience reviewing, drafting, and negotiating general business contracts ranging from employment agreements to commercial leases and drafting tax opinions and applications for credits and incentives.

“I enjoy working with my clients to turn big problems into small problems.”

Over the course of her career, Amy has spent half her time practicing estate planning; and she has extensive experience with sophisticated estate and tax planning for individuals and families of significant means, including drafting complex wills, revocable and irrevocable trusts, GRATs, CLATs, CRUTs, LITs and FLPs. Amy’s estate experience also includes probating simple and complex estates — including overseeing challenging valuation matters — and preparing and filing 706 and 1041 tax returns.

Prior to joining MendenFreiman, she was an associate at Gomel Davis & Watson, LLP, practicing in similar areas. Prior to her time at Gomel, Davis & Watson, LLP, Amy was employed as a tax attorney with a Fortune 500 energy company and gained experience in corporate tax matters and energy credits and incentives.

Brad Gomel/Gomel & Advisors

Brad Gomel, CPA is a Principal and Tax Manager at Gomel & Advisors (G&A). He graduated from the University of South Alabama with a Bachelor of Science in Business Administration. Brad worked for the tax law firm Gomel, Davis and Watson, LLP for 10 years before forming G&A. Brad holds his CPA License in Georgia.