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John Monahon with Trusted Counsel and Mark Aurand with DAMA Healthy Green Solutions

December 13, 2018 by Mike

Gwinnett Business Radio

John Monahon with Trusted Counsel and Mark Aurand with DAMA Healthy Green Solutions

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Steven Julian, John Monahon, Mark Aurand, Mike Sammond

John Monahon/Trusted Counsel

Trusted Counsel is a corporate and intellectual property law firm dedicated to serving the unique needs of companies and investors. Trusted Counsel focuses is to guide and empower clients with exceptional legal counsel, knowledge, and tools that lead to practical, informed business decisions.

Mark Aurand/DAMA Healthy Green Solutions

Mark Aurand is a independent dealer for Vollara, a 35-year old company that specializes in high-tech healthy living technologies with environmental friendly green solution products specifically designed to help meet the needs and problems of their customers, both at home and business. Such as energized alkaline drinking LivingWater that raises the pH and allows you to drink high alkaline filtered water. FreshAir machines remove and eliminate viruses, bacteria, staff, MRSA, mold, mildew, pet and smoke odors on fabric and hard surfaces as well as in the air up to 99.9% in a 3000 sq. ft. area. They have LaundryPure that saves you money because you do not have to use hot water or detergents. They have SteadyPower that attaches to your electrical box and provides whole home protection against lighting strikes, surges, along with removing line noise filtration and reducing your carbon emissions through the power factor correction. SafeHearth is a portable heater that has a tip over, auto lock, & high temp shut off safety features. The heater is output rated at 3400 BTU/5100 BTU and it also cleans & sanitizes the air similar to the FreshAir units.

How Will The New Tax Law Impact Giving To Non-Profits?

October 25, 2018 by Mike

Gwinnett Studio

How Will The New Tax Law Impact Giving To Non-Profits?

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Craig Frankel, Evan Pearson, Christy Eckoff, Adam Gaslowitz

Christy Butler Eckoff/Community Foundation for Greater Atlanta

Christy Butler Eckoff is responsible for the Community Foundation for Greater Atlanta’s comprehensive planned and major giving programs, Nonprofit Advantage Fund private placement institutional investment vehicle, asset-based giving, legal issues pertaining to charitable tax planning, funds, and agreements, and business development. Previously, Christy served as senior director of gift planning at Georgia State University. She is past-president of the Georgia Planned Giving Council, past-president of the Association of Fundraising Professionals (AFP) Greater Atlanta chapter and a member of the Atlanta Estate Planning Council, North Carolina bar and the Junior League of Atlanta. Christy is a board member of AdNet (the Advancement Network for Community Foundations) and the National Association of Charitable Gift Planners. Christy graduated from Duke University, earned her J.D. at the University of North Carolina at Chapel Hill and LL.M. in Taxation at the University of Washington. Christy is a CFRE Certified Fundraising Executive and a CAP® Chartered Advisor in Philanthropy.

Evan M. Pearson/Hillside

Evan M. Pearson has been working with donors and raising money in Atlanta for over 20 years. He is currently the Director of Development at Hillside. His department is responsible for individual donor, foundation, and corporate engagement and solicitation, special events, volunteers, and community engagement. Evan earned his undergraduate degree from the University of Florida, a master’s degree from Georgia State University, and a MBA from Kennesaw State University. Evan is a member of the Advisors in Philanthropy as well as a CFRE Certified Fundraising Executive and a CAP® Chartered Advisor in Philanthropy.

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!

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STRATEGIC INSIGHTS RADIO: Attorney Torin Togut and Civil Rights Law

October 5, 2018 by Mike

Gwinnett Studio

STRATEGIC INSIGHTS RADIO: Attorney Torin Togut and Civil Rights Law

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Torin D. Togut/Atorney-at-Law

Attorney Torin D. Togut has practiced law for more than 41 years. In June 1977, he began practicing law in Decatur, GA as a sole practitioner. In September 1984, he began working for Georgia Legal Services Program, which provides legal assistance for low-income Georgians, in the area of education and disability rights law. In August 2006, he was awarded the First Cousins Public Interest Fellowship at the University of Georgia Law School to establish a clinical program for low-income families to receive legal assistance for their children with disabilities. From September 2008 until June 2012, Mr. Togut served as an Adjunct Professor at the University of Georgia, School of Law.

He is currently engaged in the private practice of law including, but not limited to, civil rights, education, appeals, civil litigation, family and juvenile law, and administrative hearings. He has presented at many national, regional, state, and local conferences and seminars on the rights of children and adults with disabilities. He has also written two law review articles on issues relating to special education. He has practiced law in the federal and state courts of Georgia and Vermont. He is a member of the federal district courts in Georgia and Vermont, the Eleventh Circuit Court of Appeals, and the United States Supreme Court.

Kevin Bryant with Canton Place Development and John Herbert with the Herbert Legal Group

September 18, 2018 by Mike

North Fulton Business Radio

Kevin Bryant with Canton Place Development and John Herbert with the Herbert Legal Group

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Kevin Bryant/Canton Place Development

Canton Place Development is comprised of individuals who came together to create an exciting community-based development in the heart of Historic Roswell. Co-founders Kevin Bryant and Abby Port are dedicated to enhancing the City of Roswell and giving its citizens much needed amenities including a boutique hotel, community garden, and parking solutions. Dion Meltzer of Meltzer Properties is active in Atlanta real estate and equity investor/partner in Canton Place Development. Legendary Atlanta developer Claude A. Petty, Jr. is its chairman.

This team is leading the development of the 125-room new boutique hotel and mixed-use space in Historic Roswell that will be home to restaurants, retail shops, urban markets, office space, parking and lifestyle amenities within an easy walk to Canton Street.

John Herbert/Herbert Legal Group

Herbert Legal Group believes that legal services are essential for every business. They believe that quality legal solutions can be efficiently delivered to businesses of all sizes. They believe that their time is no more important than your time. They believe that with efficiency and transparency, legal solutions can protect your brand, your income and your future while meeting your cash flow. Herbert Legal Group is off the clock and on your side.

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

Wendell Strickland with Strongside Solutions and John Herbert with the Roswell Attorney Project

August 14, 2018 by Mike

North Fulton Business Radio

Wendell Strickland with Strongside Solutions and John Herbert with the Roswell Attorney Project

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John Ray, John Herbert, Wendell Strickland

Wendell Strickland/Strongside Solutions

Strongside Solutions is a cost management consulting firm that specializes in the design, implementation and supply-chain management of self-funded healthcare benefit programs for employers. Experts in mitigating healthcare costs, Strongside Solutions’ has a game changing healthcare benefits package, eBenefix, that is revolutionizing the healthcare benefits industry by delivering a better healthcare experience to employees and reducing healthcare costs up to 40%.

Employee healthcare is one of the largest expenses by an employer that goes mostly unmanaged. The clear majority of employers are used to 10 to 15 percent (or more) in increases annually and are struggling to not pass on the increases to their employees. With eBenefix, employers are realizing savings and it is truly making healthcare benefits a competitive recruiting & retention tool again.

John Herbert/Roswell Attorney Project

The Roswell Attorney Project was born out of the vision of John Herbert and Kurt Hilbert who were opposing counsel in litigation a few years ago. The focus of the organization are to promote civility in all legal matters and to raise awareness of the great attorneys who call Roswell home.

Identifying Investment Fraud and Misconduct

April 27, 2018 by Mike

Gwinnett Studio

Identifying Investment Fraud and Misconduct

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Robert Port, Jason Doss, David Bain, Millie Baumbusch

Jason Doss/The Doss Firm

Jason Doss is the owner of The Doss Firm, LLC, an Atlanta-based law firm devoted to representing consumers across the country in a variety of areas including investment disputes and consumer class action litigation. He has helped recover millions in damages from well-known financial services companies on behalf of individual investors who lost their life savings due to bad investment advice and in some cases, financial fraud.

Notably, Mr. Doss successfully represented a large of group of investors who were defrauded in a Ponzi scheme at the Atlanta-based mega-church New Birth Missionary Baptist Church. The case was deemed as one of the largest church-based affinity fraud schemes in American history, received national media attention, and was featured on the popular ABC show Nightline. In addition, Jason Doss was co-lead counsel on two separate consumer class action cases against two of Georgia’s largest natural gas providers, obtaining class settlements totaling $18.5 million on behalf of over 750,000 Georgia residents for alleged overcharges.

Jason Doss is past-President and a current Board of Directors member of Public Investors Arbitration Bar Association (PIABA). PIABA is an international bar association devoted to protecting the rights of the investing public. Mr. Doss is also a founding board member and current President and CEO of The PIABA Foundation, a charitable organization devoted to promoting investor education.

Jason Doss believes that the best way to avoid becoming a victim of consumer fraud and/or investment abuse is through education. To help prevent investment and consumer abuse, Mr. Doss co-authored a book with best-selling author and investment adviser Frank Armstrong III, entitled “The Retirement Challenge: Will You Sink or Swim?” It was released in January 2009 and is currently sold at book stores across the country.

David Bain/Law Offices of David A. Bain

David Bain represents angry investors. He began his practice with a class action firm, litigating securities class actions in the age of Enron. For the last 11 years he’s had his own practice The Law Offices of David A. Bain, representing investors in cases against directors, officers, auditors, investment bankers, venture capital firms, broker-dealers, and investment advisers. He often provides the plaintiff’s perspective at securities seminars and has assisted state officials in preparing to testify before Congress concerning securities legislation.

David received his undergraduate degree, magna cum laude, from the University of Georgia, where he was a Woodruff Scholar and was named to Phi Beta Kappa. He was awarded a Chancellors Scholarship to the University of North Carolina at Chapel Hill School of Law, where he received his J.D. with honors.

David is active in the leadership of several community organizations, including having served as President of the Board of Directors for the Federal Defender Program, Inc. and President of the Board of Directors of GreenLaw (an environmental non-profit organization). He recently concluded his term as Co-Chair of the Atlanta Bar’s Securities Subsection, and he is currently the President of the Federal Bar Association’s Atlanta Chapter.

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 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

Ed Fortier with Strategic Stewardship, Kevin McDonough with Miles Hansford & Tallant, and Rand Cabus with Mojo Vinyl Records

February 6, 2018 by Mike

North Fulton Business Radio

Ed Fortier with Strategic Stewardship, Kevin McDonough with Miles Hansford & Tallant, and Rand Cabus with Mojo Vinyl Records

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John Ray, Kevin McDonough, Rand Cabus, Ed Fortier

Ed Fortier/Strategic Stewardship

Complexity and volatility in today’s financial and business environment dictate a collaborative planning approach. Strategic Stewardship integrates their knowledge with specialists in legal, accounting, banking, trusts, benefits, retirement, and related fields for their clients. Their national reach through PartnersFinancial, a national community of industry-leading, independent life insurance and financial professionals, and NFP gives them access to institutional resources without sacrificing responsive personal service. For more than 25 years, the organization has supported its members as they build insurance industry knowledge and expertise. In the process, PartnersFinancial members created a powerful culture of ideas sharing and collaboration – all for the benefit of their claims.

Kevin McDonough/Miles Hansford & Tallant

Attorney Kevin McDonough with Miles Hansford & Tallant has worked with businesses for the past 15 years. In this role, Kevin has been involved in all parts of a business life – from starting a company, to helping draft contracts, to protecting a company involved in litigation, to participating in the sale or wind down of a business. Across these issues, Kevin focuses on bringing strategic, practical concepts to solve legal and business problems. As a continuation of his business focused law practice, Kevin is civically involved working to help businesses as well. He is chairman elect of the Cumming Forsyth Chamber of Commerce.

Rand Cabus/Mojo Vinyl Records

Mojo Vinyl Records is an independent record store established in 2011 in historic Roswell, GA. The store buys and sells new and used records. They also sell Audio-Technica, Music Hall and Pioneer turntables, art and miscellaneous cool stuff. Mojo Vinyl Records celebrates Record Store Day every year since 2012. Their motto is “Listen Naked” since vinyl is the natural sound. Come by, hang out and listen to some good music. Buy something too.

Legacy Gifts: Should You Include Your Charities In Your Estate Plan?

September 27, 2017 by Mike

Gwinnett Studio

Legacy Gifts: Should You Include Your Charities In Your Estate Plan?

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Millie Baumbusch, Shari Martin, Dale Hughes, Lula Dawit, Craig Frankel

Dale Hughes/Jeremiah

Originally from Albany, Georgia, Dale grew up “all over” as his father was a career military man, so he thrives in new situations, embraces diversity and ideas, and loves taking on a challenge.

A graduate of Emory University (B.B.A., Accounting) and The University of Georgia School of Law, Dale has been working with businesses of all sizes—including some of Georgia’s most respected companies—for 30 years in the roles of providing legal counsel, advising private shareholders, managing real estate initiatives, and serving in various corporate capacities. He was managing partner for the Atlanta office of the national law firm, Dow Lohnes. He was a Senior Vice President at Cox Enterprises where he worked with the legal department, the real estate department, the family office/foundation and the energy department during his time at Cox.

Now, he and his wife, Cindy run a family business named Jeremiah that focuses on historic buildings, community projects including new business incubation and mentoring. Among their incubation investments are community restaurants, a soccer company and a learning and work performance software company named one of the “Coolest New Businesses in America” by Business Insider. In their real estate and consulting efforts, they focus on renovation and revitalization in historic downtown areas. He also has taught Business Law and Business Ethics as an Adjunct Professor. His priority, however, is family and he is very proud of his three children: Lauren, Lindsey and Luke. Dale is also a mentor to individuals and businesses and has a love for investing in others through volunteering in programs with focuses on the needs of our local communities and individuals. His favorite pastime is driving around in his truck with his daughters’ dogs, Scout and Lucy, thinking about ways to grow and build community.

Lula Dawit/Woodruff Arts Center

Lula S. Dawit was born and raised in Gainesville, Florida and moved to Atlanta in 2010 after completing her JD and Masters in Taxation from the University of Florida. Lula is the Director of Planned Giving for the Woodruff Arts Center. Prior to joining the Woodruff Arts Center, Lula managed Spelman College’s planned giving program. Prior to Spelman, Lula worked as a wills, trusts, and probate attorney in Atlanta.

Lula is an active member of the Fiduciary Planning and Taxation sections of the Georgia Bar. She was a member of the 2014 LEAD Atlanta and is president of the Bernard A. Zuckerman Museum of Art’s advisory board at Kennesaw State University. On her spare time, Lula enjoys reading, camping and visiting national parks

Shari Martin/Cobb Community Foundation

After five years on its Board of Directors including one as Board Chair, Shari B. Martin stepped into the role of Executive Director of the Cobb Community Foundation (CCF) in 2017. Shari’s personal passion is to help others to help others, a phrase which has also become the mantra for CCF.

Shari’s background of 30 years in the wealth management industry provided a firm foundation for her to lead this growing community foundation. She began her career at SunTrust when it was still known as Trust Company Bank in 1986, served as Regional Manager for Synovus Trust Company, then ended her wealth management career as a Principal with Diversified Trust Company. It was there that she learned about the Cobb Community Foundation and the impact it is having in the region. Shari remains a member of the Atlanta Estate Planning Council and is also now a member of Marietta Kiwanis.

Shari was raised in Atlanta and obtained her B.A. from Furman University in Greenville, SC. She has resided in Atlanta since college. She has two grown sons, Michael and Matthew Harvey, of whom she is immensely proud, and is married to the love of her life, Tom Martin. Shari and Tom are active members of North Point Community Church.

ABOUT GASLOWITZ FRANKEL, LLC: