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

February 25, 2016 by angishields

Atlanta Business Radio

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

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

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

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

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

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

Exclusive Interview with Ryan “Redhawk” McPherson

February 25, 2016 by angishields

Atlanta Business Radio

Exclusive Interview with Ryan "Redhawk" McPherson

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Ryan “Redhawk” McPherson/Producer & Host

Ryan is a graduate of the Connecticut School of Broadcasting and also a United States Army Veteran where he served as a Combat Infantryman and is a Purple Heart recipient from Operation Iraqi Freedom 09/06/08.

When Ryan retired from the Army in 2010 he ventured into the entrepreneurial world and became a small business leader and franchise owner/operator of a home dog training business from 2010-2015.

Ryan has been with Business RadioX since September of 2014. He began as a producer and engineer and now he has conducted HUNDREDS of interviews with business leaders from different types of industries and from all levels of success. Both on the road at Trade Shows, expos, conference rooms, on the street and in the studio. His interviewing style and technique is engaging and is very conversational. He is widely known on the streets of Atlanta and he is involved with many outreach and volunteer programs.

Ryan also adds to his skill set; canine behavioral consultant, promoting safety and responsible pet ownership. He has also earned certificates from the National Personal Training Institute, Crossfit Level 1 Trainer, Crossfit Defense, CPR/First Aid, North American Sports Medicine CPT, American Home Inspector Institute, National Outdoor Leadership School.

Currently Ryan is also on staff at Sharp Shooters USA in Roswell, GA where his responsibilities include firearm instructions, sales, and he is a a certified NRA range safety officer and Instructor.

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Alana Muller with Coffee Lunch Coffee

February 24, 2016 by angishields

Atlanta Business Radio

Alana Muller with Coffee Lunch Coffee

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“Networking is the practice of establishing and nurturing mutually beneficial relationships. The primary purpose of networking is to create a community of supportive people that can help you achieve your goals.”

Alana Muller/Coffee Lunch Coffee

Master Networker

Alana is a Networking speaker, workshop facilitator, coach and author of the book, Coffee Lunch Coffee: A Practical Field Guide for Master Networking and a companion blog, CoffeeLunchCoffee.com. Her accessible, relevant, immediately actionable approach to professional networking for anybody interested in connecting with others, getting involved in their community, seeking to advance their career or looking to build social relationships, has helped thousands of people formulate a strategic mindset around networking while creating a game plan to get out there and connect. She is the former President of Kauffman FastTrac and was an executive with Sprint for many years. Alana has an MBA from the University of Chicago where she was the recipient of the Karen and Mike Herman Family Fellowship for Women in Entrepreneurship and an undergraduate degree in mathematics from Smith College. She is actively engaged in the community and serves on a number of corporate and volunteer boards.

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David Hultstrom with Financial Architects and Matthew Fassnacht with Meridian Investment Partners

February 24, 2016 by angishields

Atlanta Business Radio

David Hultstrom with Financial Architects and Matthew Fassnacht with Meridian Investment Partners

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ABR_02.24.16 — “Do You Have Your Financial House In Order”

David Hultstrom/Financial Architects

President & Chief Investment OfficerFor over a decade Mr. Hultstrom has served as president of Financial Architects, a registered investment advisory firm that provides personal financial planning and wealth management services for private clients.

He began his career as a Financial Advisor at a small firm in Florida. Realizing his clients’ need for more comprehensive financial advice, he worked for several years in the tax field while earning his MBA and was subsequently a Vice President at Wheat First Butcher Singer (now Wells Fargo Advisors) where he was responsible for teaching financial advisors the nuances of various financial planning and investment techniques as well as the latest technology tools.

Mr. Hultstrom then joined Financeware as the Director of Training where again he instructed financial advisors in the proper methods of performing sophisticated modeling of financial plans and constructing appropriate investment portfolios. Subsequently, he founded Financial Architects, LLC to help individuals more directly.

He has served as a local chapter board member of both the Financial Planning Association and the Society of Financial Services Professionals. He is currently a member of and active in:  The Atlanta Society of Finance and Investment Professionals  The Financial Planning Association of Georgia  The Investment Management Consultants Association  The National Association of Personal Financial Advisors (NAPFA)  Mensa

He has also earned the premier industry designations, including:  Master of Business Administration (MBA)  Certified Financial Planner (CFP®)  Chartered Financial Analyst (CFA®)  Chartered Financial Consultant (ChFC®)

Mr. Hultstrom has served as an arbitrator and expert witness in securities disputes and has taught numerous courses nationwide for CPAs, financial planners, investment managers, and other professionals through several universities and other organizations.

He has been published in Financial Planning and Investments & Wealth Monitor and is the author of a number of white papers on financial planning and wealth management topics. He also produces a newsletter and a blog for thousands of financial professionals and has been quoted in numerous newspapers and journals, including the Chicago Tribune, the Christian Science Monitor, the Economic Times, the Journal of Financial Planning, Newsweek, and the Wall Street Journal.

Mr. Hultstrom resides in Woodstock, Georgia with his wife, Dawn, and their daughter, Alexandra. In addition to her roles as wife and mother, Dawn is an avid marathon runner and a kindergarten teacher at Cherokee Christian Academy where Alex attends high school.

Phone: 770-517-8160 • Fax: 770-517-8159 • Toll Free: 888-Fin-Arch (888-346-2724) 107 Weatherstone Drive, Suite 510 • Woodstock, GA 30188 www.FinancialArchitectsLLC.com

Matthew Fassnacht/Meridian Investment Partners

Chief Investment Advisor

Matthew founded Meridian Investment Partners in 2011 and manages all client assets. He is a Chartered Financial Analyst®, Certified Financial Planner™ and Certified Public Accountant. Professional memberships include the Chartered Financial Analyst Institute, Atlanta Society of Finance and Investment Professionals, Board of Certified Financial Planners and the Florida Institute of Certified Public Accountants. Matthews combination of investment and tax

experience allows him to take a comprehensive approach to wealth management and give clients the best opportunity to achieve their financial objectives. With more than 14 years of investment experience, Matthew is one of the few Chartered Financial Analysts in Georgia offering individual portfolio management services.

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Phone(s) Office, Cell, etc.:

(404) 585-5946

(404) 991-8489

Change Leaders Exclusive Episode 2

February 23, 2016 by angishields

Atlanta Business Radio

Change Leaders Exclusive Episode 2

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Change Leaders Exclusive: Showcasing and Learning From World-Class Change Agents

Topic: How Change Leaders Go From Success To Significance: The Critical Success Factors

Tune into Change Leaders Exclusive as we discuss the barriers change agents are breaking and the changes they are making. Frank Bell, founder of the Georgia CIO Association, and Pete Correll, chairman of Grady Memorial Hospital, join James with today’s topic of “How Change Leaders Go From Success To Significance: The Critical Success Factors”. Listen in on the biggest challenges both have faced with building and transforming their respective companies.

James Dallas, Frank Bell and Pete Correll

Frank Bell’s Bio

In 1993, Frank Bell founded Intellinet with the idea that promises kept are the most powerful competitive advantage possible. For 20 years, Intellinet has provided consulting and software development technology services to many of the most familiar names in business, as well as earned recognition for helping executives succeed by providing measurable bottom-line results. Frank builds strategic relationships as an influential civic leader and cultivates a values-based corporate culture by helping others achieve their goals through teamwork and accountability.

Frank began his career as a financial analyst with real estate developer Carter, but soon discovered his real passion was in the emerging field of technology. Frank launched Intellinet from his Peachtree Road apartment with a vision for helping businesses use technology to improve operations, and ever since Intellinet has continued to help clients create business value through innovative technology solutions. Intellinet distinguishes itself by fulfilling promises to clients through world-class technical expertise, a focus on client service and an unwavering commitment to inviolable company core values.

Frank is involved in many civic and industry organizations, including founding the Georgia CIO Leadership Association (GCLA), presenter of the annual Georgia CIO of the Year Awards. He has served on Microsoft Partner Advisory Councils, the Board of Advisors to the Metro Atlanta Chamber of Commerce, Buckhead Coalition, Young Presidents Organization (YPO), and the High Tech Prayer Breakfast Host Committee. He has served as a Trustee of Wesleyan School, a founding director of the Private Bank of Buckhead, and on the Stetson University Business School board, where he earned his bachelor’s degree in marketing. Frank resides in Roswell, GA with his wife Amy and their wife children.

Website: http://www.georgiacio.org

Twitter: https://twitter.com/GeorgiaCIO

LinkedIn: https://www.linkedin.com/groups/28021/profile

Facebook: https://www.facebook.com/Georgia-CIO-Leadership-Association-416442175078184/

Pete Correll’s Bio

In addition to being Chairman of Atlanta Equity, Mr. Correll is Chairman Emeritus of Georgia-Pacific Corporation. He has enjoyed a 40-year career as a successful executive in the forest products, paper and consumer products industries. Mr. Correll oversaw the acquisition and divesture by Georgia-Pacific of companies with a total value of $45 billion during his career. In the process, he led a transformation of the company from a commodity forest products concern to an international company with a major emphasis on consumer brands.

He is Chairman of the Board of Grady Memorial Hospital Corporation and serves on the boards of the Georgia Aquarium, Empower Software Solutions, LLC, and the Mother Nature Network. A native of Brunswick, Georgia, Mr. Correll holds a Bachelor’s degree in Business Administration from the University of Georgia and Master’s degrees in Pulp and Paper Technology and Chemical Engineering from the University of Maine.

Website: http://www.atlantaeq.com/

Your Host James Dallas The #ChangeMaster

The Shrimp Tank Featuring Chris Hardwick with Build Technology Group

February 23, 2016 by angishields

Atlanta Business Radio

The Shrimp Tank Featuring Chris Hardwick with Build Technology Group

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

Lee Heisman, Chris Hardwick and Chris Hanks

Chris Hardwick is a graduate of University of Georgia with a BA in Political Science.

As a recognized technology leader known for his love of solving problems, technology issues, building for and on successful business solutions, it has garnered him positions with such companies as Aaron Rents, Inc., ista, e:so Global, and Instawares. With his ability to break down technology into business goals, and strategic technology alignment, he has been navigating his career waters through Hardwick Solutions, LLC for over 8 years. Chris now leads Build Technology Group that practices a “partnership” approach to serving their clients, with the formula of breaking down strategic business goals into obtainable technology goals and vice versa. He helps his partners be successful by being their trusted IT partner in delivering cost effective, smart technology.

Longtime resident of Atlanta, Chris is married to Melissa with 3 boys. He stays involved with their school through his volunteering on the Keheley School Council and the Keheley Foundation. His community volunteerism covers animal welfare, children, education, environment, health and technology.

Chris has recently been honored with being added to the board of ATG as well as various nominations for his work in Scrum.

Symmetrics Group, LifePlan Financial Advisors, Inc. and SCOUT

February 22, 2016 by angishields

Atlanta Business Radio

Symmetrics Group, LifePlan Financial Advisors, Inc. and SCOUT

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

This Episode Brought To You By

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

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

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Gwen Garrison/LifePlan Financial Advisors

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

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

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

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Phone(s) Office, Cell, etc.:

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

Mark Goldman & Cheryl Maher/SCOUT

President/Sr. VP Director of Client Services

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

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

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

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

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

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

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Exclusive with “UNSTOPPABLE” Kelly Roach

February 19, 2016 by angishields

Atlanta Business Radio

Exclusive with "UNSTOPPABLE" Kelly Roach

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This Episode Brought To You By

Unstoppable: 9 Principles For Unlimited Success In Business & Life

Kelly Roach/Kelly Roach Coaching

Founder & CEO

Kelly Roach is an NFL Cheerleader and Fortune 500 Executive turned CEO, Million Dollar Marketing Mentor and Author of her upcoming book, UNSTOPPABLE: Nine Principles for Unlimited Success in Business and in Life. She helps individuals, businesses and entrepreneurs skyrocket productivity, growth and income. She is also the host of top-rated podcast, Unstoppable Success Radio on ITunes and Sticher. Kelly focuses heavily on exercise integration, personal development, and key healthy living rituals to help her clients achieve sustainable business success couple with a fulfilling freedom based lifestyle.

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Phone(s) Office, Cell, etc.:

610-910-3600 or 1-800-230-9115

Chris Everett with Captivate Search Marketing

February 17, 2016 by angishields

Atlanta Business Radio

Chris Everett with Captivate Search Marketing

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Captivate Search Marketing is an Atlanta SEO Company offering Custom Atlanta SEO & Internet Marketing Services. Get a Free Consultation for SEO in Atlanta.

This Episode Brought To You By

Chris Everett/Captivate Search Marketing

President

Chris is a veteran search engine marketing consultant with nearly a decade of industry experience using both organic and paid strategies to assist brands of all shapes and sizes grow revenues through increased online visibility. Chris has a proven track record planning and executing complex search engine marketing campaigns with varying target audiences and conversion types.

Chris has developed ROI producing SEO/SEM campaigns for brands such as Park N Fly, Bayer Cropscience, The National Society of High School Scholars, and dozens of small to medium sized businesses across the United States.

Google Adwords and Analytics certified, Chris is member of Search Engine Marketing Professionals Organization (SEMPO), and his search experience spans a wide variety of industries including education, healthcare, automotive, manufacturing, and e-commerce.

In addition to growing the Captivate Search Marketing business, Chris is an active board member of Rebuilding Together Atlanta (RTA). RTA is a non-profit organization rehabilitating the homes of Atlanta’s underserved elderly, handicapped and military veteran populations and their families.

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