fiduciary Archives - Business RadioX ®

James Daniel, The Advisory Firm, and Jeff Armacost, Whole Brain Brands

December 9, 2019 by John Ray

North Fulton Business Radio

James Daniel, The Advisory Firm, and Jeff Armacost, Whole Brain Brands

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North Fulton Business Radio, Episode 182: James Daniel, The Advisory Firm, and Jeff Armacost, Whole Brain Brands

On this edition of “North Fulton Business Radio,” James Daniel of The Advisory Firm discussed the advantages of fee-only financial planning, while Jeff Armacost, Whole Brain Brands, offered both business and personal branding advice. “North Fulton Business Radio” is hosted by John Ray and is broadcast from inside Renasant Bank in Alpharetta.

James Daniel, The Advisory Firm

James Daniel owns The Advisory Firm, a fee-only fiduciary wealth management practice providing planning, investment and tax services to clients throughout North Georgia.

James is a former electrical engineer. He entered the financial services industry as a professional stock trader and transitioned to a full service broker/dealer. He started his Alpharetta-based firm in 2006, and has experience from the consumer perspective, as well as on the product sales side. James offers financial planning with no product selling. His approach to planning is about designing client strategy and educating you on what needs to be done to accomplish objectives.

To learn more, go to The Advisory Firm website, email James directly, or call 678-566-3711.

Jeff Armacost, Whole Brain Brands

Jeff Armacost is the Chief Brand Guy for his firm, Whole Brain Brands. The company has offered brand identity, brand communications, website design and social media expertise to such clients as Coca-Cola, Emory University and the Jimmy Carter Library.

Jeff has decades of experience as a brand strategist. He and his team at Whole Brain Brands provide high-level project management, understanding that new technologies have fundamentally changed the way companies and consumers engage with brands. They create a strategy that develops as businesses grow and evolve, so clients are ready for new opportunities as they arise.

To learn more, go to the Whole Brain Brands website, email Jeff directly, or call 404-514-6588.

North Fulton Business Radio” is broadcast from the North Fulton studio of Business RadioX®, located inside Renasant Bank in Alpharetta. 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 approximately $12.9 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.

Insurance: What You Need to Know and How it Fits in Your Financial Planning

June 26, 2019 by Mike

Gwinnett Studio

Insurance: What You Need to Know and How it Fits in Your Financial Planning

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Adam Gaslowitz, Andy Siegel, Philip Kahn, Craig Frankel

Andy N. Siegel, CPCU, CIC, AAI and President of Siegel Insurance

Andy Siegel, President of Siegel Insurance, grew up in Atlanta. He joined the family business in 1985 upon earning his BBA in Risk Management and Insurance from the University of Georgia, and his MBA in Insurance from The College of Insurance in New York. he is a Chartered Property & Casualty Underwriter (CPCU), a Certified Insurance Counselor (CIC), and an Accredited Advisor in Insurance (AAI).

Volunteering on behalf of Atlanta’s Jewish community, Andy has served on the board of Jewish Vocational Services, which merged with Jewish Family Services in 1995, and he remained as an officer during the year the two organizations combined. Over the past 20 years, Andy has also assisted the Jewish Federation of Greater Atlanta with their annual fundraising campaign. He has further served on the board of Ahavath Achim Synagogue since 2004, and has co-chaired the Greenfield Hebrew Academy golf outing for the past three years.

Philip R. Kahn, CPA/CFP, Kahnsulting Financial Planning

Philip Kahn CPA, CFP® of Kahnsulting Financial Planning is currently in his 17th year as a fee-only financial planner for small business owners and individuals where he helps his clients focus on documenting and achieving their (often changing) financial goals and objectives. He has experience in business transition, net worth and cash flow analysis, retirement planning, tax analysis and planning, charitable giving, insurance planning, and asset investment allocation analysis. Philip does not manage any of his client’s funds.

Philip spent his first five years working in public accounting with privately held business owners in the audit, consulting and tax areas; three years as a controller for a $70 Million distribution firm (and managed from $3M to $15M in investment assets); CFO for two entities and led the effort to refocus the businesses and created value that led to the sale of the entities to publicly held companies.

Philip has taught financial planning in Georgia Middle Schools and High schools (where financial education should begin!). He has been the Treasurer of a non-profit college funding entity, and continues to serve on the board. Philip is a native of Atlanta and a graduate of the University of Georgia Tull School of Accounting. He is an active CPA and CFP®.

CLICK HERE to watch the video of this show.

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

Spring Cleaning Your Financial House

May 22, 2019 by Mike

Gwinnett Studio

Spring Cleaning Your Financial House

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Robert Port, Bradley Hilton, Laura Akins, Craig Frankel

Bradley Hilton/Modera Wealth Management

Bradley S. Hilton is a Financial Advisor at Modera Wealth Management, LLC. His role involves working with clients to formulate planning goals, developing and implementing wealth management strategies and monitoring clients’ progress in working toward their financial and investment goals. Bradley has experience working in all areas of financial planning, including retirement planning, estate planning, tax planning and risk management.

Prior to joining Modera, Bradley was a member of the wealth planning team at Wells Fargo Private Bank. Before that, he was a Wealth Strategies Analyst with U.S. Trust, a Bank of America company. He began his financial planning career as a Financial Analyst with The Ayco Company, part of Goldman Sachs.

Bradley earned his MBA from Georgia State University with a Masters Concentration in Personal Financial Planning. He also holds a Bachelor of Science in Business Administration with a concentration in Information Technology from the University of North Carolina at Wilmington. Bradley is a CERTIFIED FINANCIAL PLANNER™ professional.

Laura Akins/Nadler Biernath

Laura Akins practices in the areas of elder law, probate, and estate planning with Nadler Biernath. Laura assists her clients in planning for family emergencies, finding solutions for complicated mixed family circumstances, and for the end of life. After a loved one has experienced a catastrophe or passed away, Laura helps clients navigate through the probate procedure and legalities.

As a native of Atlanta, Laura appreciates the opportunity to serve her hometown community. With patience and empathy, she guides her clients through the often overwhelming estate planning or probate processes. Laura finds it incredibly rewarding to connect with her clients and make difficult circumstances easier.

Laura received a B.A. in History from the University of Georgia and a J.D. from Cumberland School of Law, Samford University. She is an active member of the Georgia Association for Women Lawyers and the Atlanta Bar Association. Laura serves on board for the Elder Law Section of the Atlanta Bar and for the Threshold Community Program (a/k/a The Community School).

CLICK HERE to watch the video of this show.

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

Rob Kaercher, Smith & Howard Wealth Management, and Belinda Landers Jackson, Southwestern Consulting

February 12, 2019 by John Ray

North Fulton Business Radio

Rob Kaercher, Smith & Howard Wealth Management, and Belinda Landers Jackson, Southwestern Consulting

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**John Ray, Belinda Landers Jackson, and Rob Kaercher**

Rob Kaercher, Smith & Howard Wealth Management

Rob Kaercher is a Wealth Manager with Smith & Howard Wealth Management. Smith & Howard Wealth Management (SHWM) is a boutique wealth advisory firm serving affluent families, business owners and professionals. As a registered investment advisor (RIA) with the Securities & Exchange Commission they are a fiduciary.

As your “Family CFO”, SHWM advises on key areas of your financial life bringing an organized, methodical approach to these responsibilities so you are free to pursue your true life interests.

With many clients business owners or professionals, SHWM often advises on implementing or improving retirement plans. They can evaluate your current plan to reaffirm or suggest improvements to better fit your goals.

SHWM is affiliated with a nationally recognized accounting firm providing an advantage in helping you plan and reach your goals. Services are offered on a fee-only basis.

Belinda Landers Jackson, Southwestern Consulting

Belinda Landers Jackson is a certified Top Producer Consultant Sales and Leadership Coach. She specializes in teaching ethical sales techniques and strategies that individuals and teams can use to immediately grow their sales. Belinda is a top sales producer herself, having sold and managed over $1M in marketing budgets per year for multiple small & medium sized businesses. She has extensive experience working with law firms, commercial & industrial products, home and home improvement businesses & medical offices to increase awareness and market their business. Belinda has worked for three start-ups in fast-paced, constantly changing environments with strong cold calling and sales experience, and also co-owned and operated a family business for one year after graduating from college.

Southwestern Consulting elevates the practice and perception of sales. They work to help clients increase their overall revenues and also to enhance and improve the reputation of salespeople and the selling profession. Their goal is to become the most trusted sales performance company worldwide, which is why they specialize in teaching ethical, customer-centric sales practices that they refer to as Servant Selling. Southwestern Consulting’s core offering and specialty is one-on-one sales coaching, leadership, or executive coaching where Certified Coaches engage with clients for a minimum of 12 months in regular phone conversations accompanied by other online learning and resources. The focus of this program is to deliver immediate results to their clients’ personal income. Additionally, they offer sales consulting services where they work with a Senior Executive Team to review and refresh any needed parts of your sales model to drive top-line revenue for your organization or business.

Estate Planning for Families with a Special Needs Child

January 23, 2019 by Mike

Gwinnett Studio

Estate Planning for Families with a Special Needs Child

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Robert Port, Bill Hall, Kim Martin, Adam Gaslowitz

Kim Martin/Nadler Biernath LLC

Kim Martin is an attorney at Nadler Biernath LLC. Her practice focuses on trusts and estates, divorce and guardianship issues, with a specialization in planning for families with a special needs family member. Kim has a Bachelor’s Degree in English Literature from the University of Virginia (1990). She earned her law degree from the University of North Carolina at Chapel Hill (1999). She was admitted to the practice of law in Georgia in 1999. As the mother of two beautiful children, one of whom has autism, Kim brings to her practice an appreciation for the unique challenges and joys of parenting a special needs child.

Before joining Nadler Biernath, Kim was an associate at Lefkoff, Duncan, Grimes, McSwain and Hass, P.C., and an associate in the Estate Planning and Administration group at the Atlanta office of Chamberlain, Hrdlicka, White, Williams and Martin (now Chamberlain, Hrdlicka, White, Williams and Aughtry). She has also worked in the State and Local Tax Division of KPMG, LLP.

Kim is a member of the State Bar of Georgia, the Atlanta Bar Association, the Academy of Special Needs Planners, the National Academy of Elder Law Attorneys (NAELA), including the Georgia Chapter of NAELA, and the Georgia Association for Women Lawyers. She currently serves on the Board of “Just” People, an organization dedicated to providing safe housing and day programs for disabled adults, and on the Editorial Board of The Mortmain, a publication of the Estate Planning and Probate Section of the Atlanta Bar Association. Kim served two terms as an elected member of the Policy Council for Easter Seals and was named Easter Seals Parent of the Year in 2009. Her publications include articles in Trusts and Estates Magazine and Family Lawyer Magazine. She is a frequent speaker on the subjects of special needs trusts, guardianship, and divorce settlement agreements for families that include a child with special needs.

Bill Hall/Fidelity Bank

Bill Hall is a Senior Trust Officer at Fidelity Bank with over 22 years of banking experience. He attended Southern Illinois University at Edwardsville and is a graduate of the Trust School at the Cannon Financial Institute. Bill has worked passionately in his career to earn and retain his clients’ trust by listening to and understanding his clients’ needs while never compromising his integrity. His proficiencies include retirement planning, investment management, developing asset protection strategies, addressing tax and estate planning issues, and implementing plans to reach clients’ goals. Bill is an active member of both the Atlanta Estate Planning Council and the Estate Planning Council of North Georgia. He also serves as a Board of Director for the Frazer Center and Fallen Sparrow. Bill is a member of North Point Community Church where he enjoys volunteering as a Trip Leader for the international division. He resides in Alpharetta with his wife Lori, their son Cole and daughter Emma.

About Gaslowitz Frankel:

CLICK HERE to watch the video of this show.

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

The Benefits of Using a Corporate Fiduciary

November 28, 2018 by Mike

Gwinnett Studio

The Benefits of Using a Corporate Fiduciary

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Robert Port, Karen Havey, Timothy Sheehan, Adam Gaslowitz

Timothy Sheehan/BNY Mellon

Tim Sheehan is a Vice President and Senior Wealth Director in the Atlanta office of BNY Mellon Wealth Management. He is responsible for advising affluent families and institutions with their portfolios, trusts, estates, foundations, endowments and retirement plans, making him a trusted advisor to wealthy families and institutions throughout the Southeast. Tim, in conjunction with BNY Mellon’s Portfolio Team and Wealth Strategist, works closely with his client’s tax and legal advisors on all matters ranging from tax and estate planning, concentrated stock positions, sale of privately held businesses, and family governance.

Tim is passionate about helping business owners and corporate executives navigate their wealth managements options and educate them as they move through the cycles of their career. His clients respect the fact that while he is helping them grow and protect their wealth, Tim is also focused on positioning business owners for eventual liquidity events and helping corporate executives understand their full range of benefits and diversification strategies. In post transaction and/or retirement, Tim develops strategies to protect and secure his clients’ wealth while simplifying their lives as they transition from “Owner” to “Investor”.

Prior to joining BNY Mellon, Tim served as Business Manager for Shell Energy Services where he grew the Georgia operation to $400m in revenue and 26% market share. Internationally, Tim has worked throughout Southeast Asia where he led the retail redevelopment for Caltex’s operations in Singapore, Bangkok and Hong Kong.

Karen Havey/BNY Mellon

Karen Havey is a Family Wealth Strategist for BNY Mellon Wealth Management. Karen joined the firm in 2016 bringing ten years of experience as a practicing tax attorney. In this role, she works to develop innovative strategies in wealth transfer analytics and ownership structures to maximize our clients’ wealth after taxes and across generations.

Karen has over ten years of experience providing comprehensive wealth planning advice to individuals and families. Most recently, she was a partner at a national tax law firm where she advised high net worth clients and families in regard to wealth and estate planning with emphasis on the estate, gift and income tax laws. She spent substantial time assisting fiduciaries with post mortem planning and tax filings. Her practice was also heavily focused on advising entrepreneurs in regard to asset protection and business succession planning through the use of trusts. In addition, Karen frequently advised clients on the implementation, structuring and repair of captive insurance companies.

CLICK HERE to watch the video of this show.

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

Using State Tax Credits to Reduce Your Income Tax Burden

August 22, 2018 by Mike

Gwinnett Studio

Using State Tax Credits to Reduce Your Income Tax Burden

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Craig Frankel, Brian Sengson, Peter Stathopoulos, Adam Gaslowitz

Brian Sengson/Bennett Thrasher

Brian Sengson is a Manager in the State and Local Tax practice with Bennett Thrasher. Brian specializes in helping clients reduce their effective state tax rates through multi-state tax planning, state credits, and economic development incentives. Brian also provides state tax consulting for M&A due diligence with an emphasis on income/franchise tax, sales and use tax, and unclaimed property.

Prior to joining the firm, Brian managed the tax litigation practice of a national consulting firm specializing in federal and state tax credits for small/medium sized businesses and Fortune 500 companies. Brian earned his Juris Doctorate with honors at Georgia State University and graduated from Lee University Magna Cum Laude with a Bachelor of Science degree, majoring in Business Management. Brian is a licensed attorney with the State Bar of Georgia, and is a member of the Bar’s Tax Law Section in addition to the American Bar Association (“ABA”).

Peter Stathopoulos/Bennett Thrasher

Peter Stathopoulos is a Partner and leads Bennett Thrasher’s State and Local Tax practice. Peter has been practicing in the area of state and local taxation and economic development incentives since 1993. Peter has extensive experience in helping clients reduce their effective state tax rates through multi-state tax planning and in resolving state tax controversies from the audit level through litigation in state trial and appellate courts.

Prior to joining the firm, Peter was a partner with a national law firm and practiced in the area of state and local tax controversy and litigation. Prior to entering private law practice, Peter was a principal consultant in the multi-state tax consulting practice of a Big Four accounting firm. Prior to joining Big Four accounting, Peter was a tax policy attorney with the Georgia Department of Revenue.

Peter has worked closely with state tax and economic development policy makers to represent the business community’s interests. In 2008, Peter helped draft a portion of the Georgia Entertainment Industry Investment Act as well as legislation that expanded a variety of Georgia tax credits to apply to the broadcasting industry. In 2002, he co-chaired a joint Georgia Department of Revenue/State Bar of Georgia committee that help draft Georgia’s current consolidated income tax return regulations. In 2001, he served on the executive committee of the Business Council of Alabama that helped draft Alabama’s privilege tax scheme. In 1995, he was a tax policy attorney with the Georgia Department of Revenue and led the drafting of regulations for many of Georgia’s current tax credits and acted as a liaison with the Governor’s Economic Development Council.

About Gaslowitz Frankel:

CLICK HERE to watch the video of this show.

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

Inherited Property – Resolving Tangled Title

July 25, 2018 by Mike

Gwinnett Studio

Inherited Property - Resolving Tangled Title

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Craig Frankel, Joann Johnston, Shunta McBride, Robert Port

Joann Johnston/Georgia Heirs Property Law Center

Joann Johnston is the Legal programs Director with the Georgia Heirs Property Law Center. She spent 10 years working for large Atlanta law firms as a civil litigator. Joann represented clients in complex multi-state litigation and appeals involving title disputes, lender liability defense, federal and state regulatory compliance and unfair and deceptive trade practices claims. Joann’s passion is using her legal training to work with families to overcome generational poverty and homelessness.

Shunta McBride/The Vincent McBride Law Firm

Shunta McBride has practiced law for more than 12 years in Atlanta and founded her law firm Vincent McBride Law in 2016 to provide estate planning, probate, and real estate legal services to clients. She has a knack for explaining the unfamiliar and navigating clients through what they often perceive as uncharted territory in the area of wills, probate and real estate – and in particular, heirs’ property. She is skilled at crafting a solution that is well-tailored for your needs before taking on an engagement.

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

How to Help Your Aging Parents Get the Help They Need When They Need It

May 23, 2018 by Mike

Gwinnett Studio

How to Help Your Aging Parents Get the Help They Need When They Need It

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Robert Port, Nanette Duffey, Kendall Crye, Craig Frankel

Kendall Crye/Aging Life Care of Atlanta

Kendall Crye of Aging Life Care of Atlanta is committed to helping families provide exceptional quality of life for seniors. With over 16 years of professional experience working with seniors and their families, Kendall understands the delicate balance of navigating the needs of aging clients with family dynamics and financial responsibilities.

Kendall’s interest in working with the aging adult population sparked in her teens, as she volunteered with the elderly in her local Atlanta community. She went on to attain a Bachelor’s of Science degree in Human Development, with an emphasis in Adults and Aging, from Auburn University.

Since 2000, Kendall’s roles in assisted living facilities have included Life Enrichment Director, Business Manager, Care Coordinator, Director of Resident Care, and Community Relations Director. These experiences have equipped her to understand and manage all aspects of a senior’s life. Her expertise encompasses caring for seniors with a wide range of needs, including those suffering from dementia and Alzheimer’s Disease, Parkinson’s Disease, Rheumatoid Arthritis, Infectious Diseases, Cardiac conditions, Kidney failure, and those receiving rehabilitation.

As an Aging Life Care Manager, Kendall is passionate about ensuring that seniors enjoy the best quality of life possible and that families achieve peace of mind as they care for their loved ones.

Nanette Duffey/Organized Instincts, LLC

Organized Instincts frees busy clients from the minutiae of daily money management by providing a variety of financial services, including bill-paying, organizing and digitizing financial documents, tracking spending and tax-related information, and resolving billing errors and financial mysteries. Organized Instincts customizes services to work one-on-one and virtually with clients, including busy families, traveling professionals, and semi-retired seniors, all seeking freedom form financial tasks so they can lead richer, more robust lives.

As Georgia’s first Professional Daily Money Manager and owner of Organized Instincts, Duffey is a tenacious financial anthropologist, uncovering the intricacies of clients’ financial histories and analyzing spending transactions to help clients better understand their monetary pictures and build more prosperous futures. Her Bachelor of Science in Financial Management and prior work experience give her a depth and breadth of knowledge of financial sub-disciplines and exposure to fields such as personal income tax, investments, and financial analysis.

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