mendenfreiman Archives - Business RadioX ®

Understanding the IRS Collection Process

January 27, 2021 by Mike

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.

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

ProfitSense with Bill McDermott, Episode 13: Cory Lee, Martin Concrete Construction, Nathan Johns, MendenFreiman, LLP, and Eric Cooley, Strack Inc.

September 10, 2020 by John Ray

North Fulton Studio

ProfitSense with Bill McDermott, Episode 13: Cory Lee, Martin Concrete Construction, Nathan Johns, MendenFreiman, LLP, and Eric Cooley, Strack Inc.

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ProfitSense with Bill McDermott, Episode 13: Cory Lee, Martin Concrete Construction; Nathan Johns, MendenFreiman, LLP; and Eric Cooley, Strack Inc.

Martin Concrete President Cory Lee joins host Bill McDermott to discuss his company and their “best place to work” awards. Nathan Johns also joined the show to discuss maximizing the value of a business in a sale, while Eric Cooley shared Strack’s three generation track record as a successful family business. “ProfitSense with Bill McDermott” is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

Cory Lee, President, Martin Concrete Construction, Inc.

Martin Concrete Construction Inc. is a large concrete subcontractor specializing in commercial and industrial construction. They have historically performed a high volume in data centers and distribution. Tilt wall is the main product line for Martin. They own and operate a fleet of cranes in Full Tilt Crane services and two ready mix plants with 16 ready mix trucks in MC Ready Mix. because of this, Martin is uniquely positioned to take care of the increased demand in e commerce.

Martin also performs commercial concrete structures and manufacturing facilities as a part of their portfolio. Martin has always kept the customer and quality among the top of their priorities. Relationships drive their business and is evidenced in the 85% repeat business they perform.

Being named the Best Place to Work in 2019 by the Atlanta Business Chronical for large companies in Atlanta was a humbling and proud achievement. Being named a finalist for 2020 is on the top of their list of achievements for this year.

Nathan Johns, Partner, MendenFreiman, LLP

MendenFreiman is a boutique law firm located in Atlanta, GA, with a focus on business law, estate planning, tax controversy, tax planning, and estate and trust administration. Founded in 1997, the firm’s attorneys have strong tax, accounting, and financial backgrounds. MendenFreiman’s mission is to help clients address today’s issues and plan for the future by identifying and simplifying complex business, personal, financial, legal, and tax issues, particularly for closely held businesses and individuals.

Nathan Johns is a partner in MendenFreiman’s business and real estate practice areas. He joined MendenFreiman in 2013 and previously practiced with a mid-size firm in Atlanta. Nathan is a strategic advocate providing outside general counsel services and regularly represents private entities on business and transaction structuring, mergers and acquisitions, capital investment and financing.

Eric Cooley, CFO, Strack Inc.

Since its humble beginning in 1948, Strack, Inc. has grown into one of the largest full sitework contractors in the Atlanta metroplex area. Strack provides grading and earthwork services, installs water, sewer and stormwater infrastructure and delivers trenchless boring & tunneling solutions for projects throughout the Southeastern United States.

Today, the Strack team is comprised of more than 400 employees operating over 300 heavy-equipment pieces. With safety as the foundation, Strack focuses on quality and responsible stewardship of time and resources to significantly reduce construction time and increase clients’ return on investment. Expert leadership, along with unmatched experience and resources, has allowed Strack to maximize productivity and project efficiency across a broad scope of market segments including single and multi-family residential, industrial, warehouse, mixed-use, education, landfill and rail.

Eric Cooley joined Strack as Chief Financial Officer in June 2019. With 20 years of construction related finance and leadership experience, Eric was brought in to partner with the executive team and lead the accounting, finance, cash management, project management, HR and IT functions.

About “ProfitSense” and Your Host, Bill McDermott

“ProfitSense with Bill McDermott” dives in to the stories behind some of Atlanta’s successful businesses and business owners and the professionals that advise them. This show helps local business leaders get the word out about the important work they’re doing to serve their market, their community and their profession. The Show is presented by McDermott Financial Solutions. McDermott Financial helps business owners improve cash flow and profitability, find financing, break through barriers to expansion and financially prepare to exit their business. The show archive can be found at profitsenseradio.com.

Bill McDermott is Founder and CEO of McDermott Financial Solutions. After over three decades working for both national and community banks, Bill uses his expert knowledge to assist closely held companies with improving profitability, growing their business and finding financing. Bill is passionate about educating business owners about pertinent topics in the banking and finance arena.

He currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as board member for the Kennesaw State University Entrepreneurship Center and Gwinnett Habitat for Humanity and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University and he and his wife, Martha have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling and gardening.

Connect with Bill on LinkedIn and Twitter and follow McDermott Financial Solutions on LinkedIn.

Estate Planning Issues in High-End Divorces

October 22, 2014 by Mike

Gwinnett Studio

Estate Planning Issues in High-End Divorces

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Adam Gaslowitz, Larry, Georgia O'Brien, Randy Kessler, Craig Frankel — Adam Gaslowitz, Larry Freiman, Georgia O’Brien, Randy Kessler, Craig Frankel

In the United States of America, divorce happens every 13 seconds (view infographic on the bottom of this post). Half of all couples get divorced. Financial reasons are the second most common ground for a divorce. So, what do you do? If you are curious to get this question answered, this episode of “Wealth Matters” – the radio show where we discuss the opportunities and challenges of preserving and managing wealth – is for you!

Attorneys Adam Gaslowitz and Craig Frankel interview guests Randy Kessler, Georgia O’Brien, and Larry Freiman on the hot topic of divorce and estate planning.

Randy Kessler/Kessler & Soloimiany

A nationally recognized expert on Divorce and Family Law, Randy Kessler is frequent guest on TV and appeared on such shows as The Today Show, Jane Velez-Mitchell, HLN, ESPN, “Outside the Lines”, Dr. Phil, Nancy Grace, Prime Time with Erica Hill, as well as many others. He is the author of “Divorce: Protect Yourself, Your Kids, and Your Future,” and is Publisher/Editor of the “Next” Magazine. Born in Gainesville, Florida, and raised in New Orleans, Randy graduated from Brandeis University and received his J.D. from Emory Law School. He is the Founding Partner at Kessler & Solomiany. With over 25 years of experience in Domestic Relations and Family Law, Randy has represented celebrities, such as former Denver Broncos running back Travis Henry, New York Jets wide receiver Braylon Edwards and NeNe Leakes of The Real Housewives of Atlanta. He has represented the spouses of celebrities, such as the wife of R&B singer Usher. He’s gone after high-profile athletes, performers, and entertainers for child support, when it proved necessary. Today, Randy lectures regularly at Continuing Legal Education Seminars. He also teaches trial techniques at Emory Law School’s Trial Techniques Program. For the past decade, he has taught a Family Law course at Atlanta’s John Marshall Law School.

Phone: 404-688-8810
Email: rkessler@ksfamilylaw.com

Larry Freiman/MendenFreiman LLP

A founding partner of an Atlanta-based law firm, MendenFreiman LLP, Larry Freiman is a member of the Atlanta Estate Planning Council, a past Director for the Atlanta Chapter of The Society of Financial Services Professionals and for the Estate Planning Council of North Georgia. He has lectured to various groups on tax, business and estate planning, and charitable giving. He received his J.D. / M.B.A. degree, with highest honors, from the University of Florida in 1993, and a Bachelor of Arts in Economics, magna cum laude, from the State University of New York at Albany in 1989. He has served as the Chief Tax Editor for the Florida Law Review and earned a number of academic achievement awards in his law and business endeavors, including the honorary Order of the Coif, Beta Gamma Sigma, and Matherly Scholarship. Larry was a member of the inaugural class of The Philanthropic Advisors Leadership Institute.

Phone: 770-379-1450
Email: lfreiman@mendenfreiman.com

Georgia O’Brien/Family Financial Management

A Managing Director for Family Financial Management, LLC, a consulting firm that specializes in independent trust and estate advice for affluent families and individuals, Georgia O’Brien is a former Chief Financial Officer of Tyler Perry Studios, were she handled all financial affairs for the national celebrity. Georgia was a Vice President in Private Banking for 10 years, with Bank of America in Atlanta and earlier with First Union in the New York metropolitan area. She achieved her Certified Financial Planner designation in 1998. Georgia began her financial service career as a financial planner with Allmerica Financial in Tarrytown, NY. She is a member of the Certified Financial Planner Board of Standards, the Estate Planning Council of Northern Georgia, and was also a founder of the Essex County Estate Planning Council in New Jersey. Georgia is an active member of East Cobb Business Association. She earned her Bachelor Degree in Economics from the University of Massachusetts at Amherst.

Phone: 404-850-7930
Email: georgia@trustffm.com

About Gaslowitz Frankel:

Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.

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INFOGRAPHIC: Divorce Statistics in the U.S.