wealth Archives - Business RadioX ®

Mycal and Nicole Anders with Next Level Performance Consulting

August 22, 2023 by Karen

Phoenix Business Radio

Mycal and Nicole Anders with Next Level Performance Consulting

00:00 /

Mycal and Nicole Anders with Next Level Performance Consulting

Mycal Anders is Founder of Next Level Performance Consulting with 3700+ leaders coached since 2011. Mycal is a Performance Consultant, Marine Corps veteran, husband & father of two.

As a Marine Corps veteran with nearly 25 years of strategic leadership experience backed by multiple graduate degrees from Arizona State and Thunderbird School of Global Management, he realized the plight of leaders, people of influence, and high achievers is losing themselves in pursuit of momentous achievement.

In 2011 Mycal founded Next Level Performance Consulting to build the fittest leaders by empowering Next Level men & women to prioritize their health, eliminate stress and create alignment between their habits and behaviors! Making space to be present for the things that matter: health, wealth, relationships and time.

Mycal has been featured on the Radio Business X Podcast, Barbell Shrugged, Barbell Business, Gym Lords, Theta Wave, Paradise Valley Lifestyle Magazine, Team Red, White & Blue’s “The Eagle” Podcast, and is a regularly featured speaker for Charles Schwab and Amazon.

The Next Level mantra is “Progress Always” because the journey is ongoing and the greatest stories are told through the process that is life. The story is in the logo. Why the 4th Star incomplete? Firstly, the stars are representative of Mycal’s military roots and service to others before self. The highest rank one can achieve in military service is symbolized by 4 stars.

The Next Level stars also represent what we should all be trying to achieve: our highest and best self. Stacked upon the foundation of your physical body, emotional, mental and spiritual states of being. The 4th star is broken because we will forever be a work in progress. This is a never ending journey.

Nicole Anders, CEO of Next Level Performance Consulting, excels in leading the organizational process, coordinating the chaos, and assisting her husband and business partner to help executives and high performers make themselves a priority again by using the Next Level Method. Her value is in her exceptional attention to detail, strong communication skills, and the ability to take a vision and project from the starting line to the finish line.

For the past 10 years in various executive and personal assistant roles, Nicole coordinated and managed everything from travel, corporate meetings and conferences to cocktail and dinner parties, to founder’s dinner’s for top donors at multi-million dollar charity galas, by executing a discovery process of a team’s ultimate vision and making it become a reality.

Nicole is a former Division 1 basketball athlete and graduate from the University of Wisconsin- Milwaukee with a degree in Elementary Education.

Connect with Mycal and Nicole on LinkedIn and Instagram, and follow Next Level on Facebook and Instagram.

Tax Planning vs. Financial Wellbeing, with Chris Smith, CB Smith & Associates

August 1, 2023 by John Ray

North Fulton Studio

Tax Planning vs. Financial Wellbeing, with Chris Smith, CB Smith & Associates

00:00 /

Tax Planning vs. Financial Wellbeing, with Chris Smith, CB Smith & Associates

Chris Smith: Tax planning isn’t the end all be all. Improving your wealth is the end all be all. And so we’re not going to implement or suggest a tax solution. That isn’t necessarily in line with improving our clients overall financial well being. And and so that’s, it’s always secondary to financial well being.

But it’s a very important piece. We’re in a segment, we’re not, we’re not a large national firm, so we don’t have a lot of clients that are publicly traded or anything like that. Our clients don’t have investors to impress. They gotta impress the bank every once in a while, but but, so our focus is going to be on tax planning.

Chris Smith: It’s a heavy part of our relationships with our clients. And that’s, that is the business we’re in, by the way, is the relationship business. We may be accountants, but that’s what it is. And and so we’re going to work with our clients to ensure that their financial wellbeing is in place and they’re doing it as a tax efficient manner as possible.

Listen to Chris’s full ProfitSense with Bill McDermott interview here.

The “One Minute Interview” series is produced by John Ray and the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link.

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.

BUSINESS SOLUTIONS RADIO Jeremy Neis with Retirement Evolutions and Scott McLaine and Angie Merget with BrightWealth Academy

February 20, 2019 by Karen

Phoenix Business Radio

BUSINESS SOLUTIONS RADIO Jeremy Neis with Retirement Evolutions and Scott McLaine and Angie Merget with BrightWealth Academy

00:00 /

BUSINESS SOLUTIONS RADIO Jeremy Neis with Retirement Evolutions and Scott McLaine and Angie Merget with BrightWealth Academy

Retirement Evolutions concentrates on what they label “People Centered Wealth Management”. Finances are just one dynamic of wealth and so Retirement Evolutions is there to help guide you to “invest in what you value.” Many people value that they won’t leave a mess behind for loved ones when they are gone. Some people value the thought of a secure and comfortable retirement. While other people value supporting organizations that are contributing to make the world a better place through impact / socially responsible investing and efficient philanthropy. Whatever you happen to value at this phase of life, they will help you create a comprehensive map that brings all the elements of your wealth into one clearly focused picture and help you take action toward your goals.

Jeremy Neis is an Investment Advisor with Retirement Evolutions and a small business operator fueled by the desire to enrich the life experience. He grew up in the Chicago area and chased the sun to get a degree at the University of Arizona in human and organizational communications. After doing so, he returned to Illinois where over the next 15 years he would find joy in co-launching and growing a technology solutions company and establishing a family. In 2014 he returned to the desert to join his current venture.

Jeremy is a proud contributor to the Conscious Capitalism movement as he views it as a powerful vehicle to bring about greater prosperity and reduced suffering for our human family. Over his career he has had the privilege to work closely with hundreds of different enterprises across many markets and industries. A common theme emerges among those firms that he’s seen excel and that is to be great not just with what they are bringing to market, but also with the manner in which they are doing so.

Follow Retirement Evolutions on LinkedIn, Facebook and Twitter.

BrightWealth Academy delivers world-class wealth building education and best-practices personal finance training to the everyday American working professional and their families. “We help you grow wealthy … faster.”

Scott McLaine is an accomplished public speaker, financial success coach and business consultant. He is an excellent communicator who immediately builds the trust of the individuals and audiences he works with. He has trained thousands of business professionals, business owners, and entrepreneurs around the country.

Scott is the Academy Instructor, Founder and CEO of BrightWealth Academy.

Connect with Scott on LinkedIn and follow BrightWealth Academy on Facebook.

Angie Merget is the Director of Business Development and the Corporate Financial Wellness Ambassador at BrightWealth Academy. Angie has a very diverse background. She studied at Rutgers where she graduated with highest honors and received a master’s degree in Engineering. Her background is in civil engineering where she was in heavy construction building bridges and highways. She’s been in the valley for over 6 years and is originally from New Jersey. She has also lived in Hawaii and Turkey and has traveled to over 20 countries. She is excited to bring financial education to the country and to help change many lives while doing so.

Connect with Angie on LinkedIn, Facebook or via email

ABOUT YOUR BUSINESS SOLUTIONS RADIO HOST

In 2014, Jon Deiter was working on the leadership team of a company which began implementing the Entrepreneurial Operating System® (EOS®). Jon experienced first-hand the value and power of EOS and its simple tools to establish a clear vision, gain traction toward that vision, and grow a healthy team.

He also came to realize his true motivation and passion ….. to help many more companies achieve great things through implementing EOS! He was trained as a Professional EOS Implementer and since 2015 has been working with organizations to help them implement EOS. He offers his implementation/coaching services through his company, Jon Deiter Solutions, LLC.

EOS is a people-centric management system that embodies successful, proven ways of working with people and a team. In addition to company growth and achieving the life you desire, implementing EOS has positive impacts to employees, culture and team health.

Jon has worked for over 30 years in leadership/management positions in privately held and family owned entrepreneurial businesses as well as smaller divisions of public companies. He earned an MBA in Finance from Benedictine University in Lisle, Illinois and he has worked as a licensed CPA with Accreditation in Business Valuation and Certified Global Management Accountant. He has held positions in a variety of industries as Tax Advisor, Consultant, Controller, Vice President, CFO, and President.

His leadership career in manufacturing, distribution and service businesses, along with experience as both a user and implementer of EOS, give Jon a unique perspective to pursue his passion of helping business owners and leadership teams achieve all they want from their business.

Jon is active in the Conscious Capitalism movement and is a founding member and Treasurer of the Arizona Chapter of Conscious Capitalism. Jon lives in Chandler, Arizona with his wife Julie, having moved to Arizona from Chicago suburbs in 2003.

www.linkedin.com/in/jondeitereosimplementer
www.eosworldwide.com
www.consciouscapitalismaz.com
Jon’s Direct Line: 480-760-5809

Junko’s Health, Wealth, and Happiness Hour Episode 3

June 25, 2018 by angishields

Atlanta Business Radio

Junko's Health, Wealth, and Happiness Hour Episode 3

00:00 /

Junko’s Health, Wealth, and Happiness Hour is brought to you by Fujiyama Wealth Management.

Dr. Linda Klaitz is a medical psychologist in private practice in Atlanta, Georgia. She received her Doctorate and Master’s degrees in Developmental Psychology from Columbia University. She also holds a Master’s Degree in Psychology from University of California. In addition, Dr. Klaitz completed a Post Doctoral Masters of Science Degree in psychopharmacology from Farleigh Dickinson University. After finishing this post doctorate Masters of Science degree, Dr. Linda spent another year in supervised certification and successfully completed the national examination to become a medical psychologist. This confers prescription privileges in a number of states. She is certified in Cognitive/Behavioral Psychology and spent a year of formal training in family therapy. She has many years of post graduate training for the treatment of Post Traumatic Stress Disorder and Multi-Modal Cognitive Behavioral treatment of Insomnia. Dr. Klaitz began her career as a professor of Developmental Psychology at Stockton State University. She completed a Post Doctoral Internship at the Georgia Mental Health Hospital. Following that she was Clinical Director/Chief Psychologist at the Devereux Hospital for Adolescent Psychiatric Disorders. She has been in private practice for many years in Atlanta. Over the past ten years Dr. Linda’s training has particularly focused on the biological underpinnings of emotional behavior. She has spoken on numerous television and radio talk shows including CNN and “Nightline” with Ted Koppel. She is interested in coalescing the research in clinical psychology, neurobiology and genetics to facilitate the understanding of human experience. She focuses on the translation of relevant neuroscience research into practical life applications. Her therapeutic style is didactic, health focused, multidimensional and proactive.

Erin Madigan-Fleck brings over 30 years of experience to the esthetic and natural health industry. She is a licensed master cosmetologist, esthetic instructor, and holds certification as a dermatology technician. She is a Nationally Certified Health Professional, and holds several degrees in natural health and naturopathy. She received her Naturopathic Medical Doctoral Degree from the University of Science, Arts & Technology College of Medicine. She is the co-owner of Intellective Aesthetics Advanced Esthetic Training and has a private practice – Naturophoria, in Atlanta, GA.

Follow Naturophoria on Facebook and Twitter.

Roz Zollinger is a certified reflexologist, aromatherapist, metamorphic practitioner and energy worker who has been in practice for 34 years. She undertook many studies in her home country of South Africa and went to the United States in 1989. Shortly after her arrival in the US she began teaching her BodySystems Method of Reflexology/ Aromatic Reflexology which evolved from her practice as a reflexologist. She also began teaching a Foundation Class in Aromatherapy, also based on the BodySystems approach, at that time. Roz is the founder of the Heal Center in Atlanta, Georgia, which opened its doors in April 1992 and is now in its 26th year of business. She co-owns the Heal Center with her son, Michael Zollinger, a licensed massage therapist. The Heal Center has established an international reputation both for its wellness clinic and as a recognized teaching facility that hosts many national and international instructors.

Brion Crum with Caliber: The Wealth Development Company

July 26, 2017 by Karen

Phoenix Business Radio

Brion Crum with Caliber: The Wealth Development Company

00:00 /

Spend 5 minutes with Brion Crum and you’ll feel like you’ve connected with one of the smartest and most authentic guys you’ll ever meet. He’s all about helping others succeed in business and wealth. And, as Brion will tell you, those two things better go hand-in-hand.

For over a dozen years, Brion has been advising early stage, high growth potential companies involved in manufacturing, software, IT, clean tech, nanotechnology, biotechnology, renewable energy and non-profit endeavors.

One of these high growth companies is Caliber: The Wealth Development Company. Brion is the Director of Strategic Relationships where his primarily role is to drive revenue and profitability to all business units and increase shareholder value for their investors. Caliber supports the local business community by hosting Caliber Summit events that provide speakers on topics of interest to business owners, entrepreneurs and investors. We also have a crowd-funding portal that will be used to raise capital for Arizona businesses and projects.

Caliber’s flagship investment vehicle has produced a 28.3% gain to our clients in 2013 and 19% gain in 2014. Through diligent acquisitions and superior management we are targeting a 20%+ internal rate of return in this investment and similar in others. Caliber is developing and strengthening relationships with our clients, strategic partners, investors, economic developers, community based organizations and non-profits. We will be launching an equity crowd-funding portal, www.venturelocalist.com in Q3 2015 which will allow greater access to a portfolio of income producing real estate to main street investors so they can invest locally.

Brion serves as President of the Leadership council for Playworks Arizona whose mission is to improve the health and well-being of children by increasing opportunities for physical activity and safe, meaningful play. In the Greater Phoenix area, Playworks partners with corporations, foundations and individuals who share their commitment and passion to improve education and children’s well being.

Brion has been a member of Phoenix Green Chamber of Commerce, Valley Partnership, and Arizona Technology Council which allow him to leverage these resources on efforts that will make Arizona a better place to live and do business.

Caliber is excited to announce the launch of their Caliber Diversified Opportunity Fund 2, LP, check out their new site at www.CaliberDiversified.com

Brion H. Crum
Director of Investor Relations
Caliber Companies
16074 N. 78^th St. Ste 104
Scottsdale, AZ 85260
www.CaliberCo.com
480 349-6573
http://www.investwithbrion.com/
brion.crum@caliberco.com

So You Think Your Estate Plan is Done: Fixable Problems/Simple Cures?

July 27, 2016 by Mike

Gwinnett Studio

So You Think Your Estate Plan is Done: Fixable Problems/Simple Cures?

00:00 /

Craig Frankel, Carly Howard, Rebecca Cummings, Adam Gaslowitz

So You Think Your Estate Plan is Done: Fixable Problems/Simple Cures? Adam Gaslowitz and Craig Frankel discuss this topic with their special guests, Carly Howard and Rebecca Cummings.

Carly Howard/Atlantic Trust

Carly Howard is a senior wealth strategist in Atlantic Trust’s Atlanta office, with more than 10 years of industry experience. In this role, she provides high net worth clients with integrated wealth management services, including comprehensive estate and financial planning solutions, multi-generational legacy planning, and fiduciary administration for trusts and probate estates. Prior to joining Atlantic Trust, Carly was a senior vice president and personal trust specialist with BB&T Wealth’s Professional and Executive Advisory Group, where she provided customized wealth management services for executives and business owners with a focus on fiduciary issues related to executive compensation. She previously served as a fiduciary specialist for BB&T Wealth in South Carolina and Wells Fargo Private Bank in North Carolina. Prior to joining the financial services industry, Carly was an adjunct professor at the Charleston School of Law and an attorney practicing estate planning and fiduciary litigation with major law firms in Miami and Charlotte. She holds Juris Doctor and Master of Laws degrees from the University of Miami and earned a Bachelor of Arts degree in communication from the College of Charleston. Carly currently chairs the board of directors for PhilanthroFest, a 501(c)(3) non-profit organization, and was included in the Community Building Initiative (CBI) Charlotte’s 2015 “Leaders Under 40” program. She has also served on the South Carolina Probate Code Revisions Committee, Charleston Tax Council, Florida Association for Women Lawyers and other trade groups. Carly has written articles for or been quoted in national and local publications, including The Wall Street Journal and Trusts & Estates magazine.

Rebecca Cummings/Rebecca Godbey Cummings, LLC

Rebecca Cummings is an expert in wills, trusts and estates. For nearly two decades, she has given clients the peace of mind that their estate planning is in perfect working order, and she has counseled families through the process of administering the estate of a loved one. Rebecca spent a decade as an entrepreneur and founder of a small law firm before becoming a partner in one of the most respected estate planning groups in Atlanta. In 2015 she established this law firm to make expert legal advice more affordable for middle class people, and in 2016 she began offering professional fiduciary services for Georgia estates and trusts. Previously a law professor, Rebecca is known for her exceptional ability to explain complex ideas and systems in simple terms; she has repeatedly been named one of the state’s “most effective” lawyers and one of the Top 100 lawyers in Georgia. Rebecca also serves as an expert witness in estate and trust disputes and is the author of “The Case Against Access to Decedents’ Email: Password Protection as an Exercise of the Right to Destroy.” Rebecca is also a dynamic speaker, facilitator, and business development coach. She is past president of the Georgia Association for Women Lawyers (GAWL) and she has given hundreds of workshops, presentations and keynote speeches to companies and organizations such as Coca Cola, the CDC, Emory, Commercial Real Estate Women (CREW) and the Fiduciary Law Section of the State Bar of Georgia, on topics as diverse as Georgia’s trust code, running effective meetings, and successful negotiation strategies. Rebecca returns year after year to facilitate strategic planning retreats for organizations that value her ability to create fun and productive multi-day planning sessions for their employees and volunteers. She is affiliated with Novateur Partners, an Atlanta-based consulting, training and coaching company. Rebecca earned her B.A. at Emory University and her J.D. at William & Mary Law School.

ABOUT GASLOWITZ FRANKEL, LLC:

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.

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

OPEN FOR BUSINESS: John Schweizer with GDP Technologies, Jerrí Hewett with Wealth Horizon, Estebon Watson with Espeute Productions, and Cally D’Angelo with the Gwinnett Chamber of Commerce

April 22, 2016 by Mike

Gwinnett Studio

OPEN FOR BUSINESS: John Schweizer with GDP Technologies, Jerrí Hewett with Wealth Horizon, Estebon Watson with Espeute Productions, and Cally D'Angelo with the Gwinnett Chamber of Commerce

00:00 /

Johnny Phelps, Cally D'Angelo, Estebon Watson, Jerri Hewett, John Schweizer — Johnny Phelps, Cally D’Angelo, Estebon Watson, Jerri Hewett, John Schweizer

John Schweizer/GDP Technologies

GDP Technologies started delivering office automation to its clients in 1977 as Georgia Duplicating Products. Since its inception, GDP has focused on empowering its Georgia workforce with the ability to increase client Gross Domestic Product, their real output, one client at a time. GDP was acquired by Global Imaging Systems, a wholly owned subsidiary of the Xerox Corporation, in 2010 and continues to fulfill its mission of unparalleled customer service.

Jerri Hewett/Wealth Horizon

At Wealth Horizon, they build globally diversified portfolios tailored for you. For the foundation of your portfolio, they use low-cost core holdings based on Nobel Prize-winning research. They often pair these with satellite strategies. They believe these strategies may lower volatility and potentially protect your portfolio during market and economic downturns. They believe each person has an individual risk number based upon a scale of 1 to 100 that can be quantified. They build a portfolio to match your risk number and not to match a single measure of the market.

Estebon Watson/Espeute Productions

Espeuté Productions is a memory-oriented, multi-tiered production company that provides videography, photography, and entertainment services to its clients. With state-of-the-art equipment and experienced professionalism, they are able to capture every detail of life’s most defining moments. They can also assist in the production of major works such as short and feature films, as well as commercials and corporate marketing videos. They are passionate about what they do and always come prepared to accommodate your every need.

Cally D’Angelo/Gwinnett Chamber of Commerce

The Gwinnett Chamber is the forum for business, government, education, healthcare, arts/culture/entertainment, and philanthropic and public-service communities to come together to advance the region’s economy and enrich Gwinnett’s quality of life.

To watch the video of this show, CLICK HERE.

STRATEGIC INSIGHTS RADIO: Phillip Saxton with Small Business Samaritans

April 21, 2016 by Mike

Gwinnett Studio

STRATEGIC INSIGHTS RADIO: Phillip Saxton with Small Business Samaritans

00:00 /

On this episode of “Strategic Insights Radio“, host Vlad Rusz introduces you to Philip Saxton, founder of Small Business Samaritans. They discuss different sales techniques to help small business owners and their sales team.

Phillip Saxton/Small Business Samaritans

Small Business Samaritans cares about the individuals who have the dream and courage to start a business. These dreams are important, not just to them and their families, but to their customers and the community where they operate. Their mission is to help small businesses & non-profits to become self-reliant and independent of economic forces including a lack of capital by identifying through business/organization assessments current needs that can be addressed through training, increasing know-how, and active consulting leading to positive results. They intend not only to “come alongside” but to ‘walk alongside”, bringing them in some cases to participate in the SBS Shark Tank process providing access to investors, banks and business brokers. Their ultimate objective is to help provide the creation of wealth, organization stability, outstanding operations and job creation.

About “Strategic Insights Radio”:

“Strategic Insights Radio” is intended to be an interactive radio show hosted by Sterling Rose Consulting Corp. Listeners can Tweet their questions for a live response on the radio to @sterling_rose1 or via @strategicradio. Also, suggestions on business topics that listeners would like to learn more about are welcome. Please send suggestions to info@sterlingroseconsultingcorp.com.

Exit and Succession Strategies for Closely Held Business Owners

February 24, 2016 by Mike

Gwinnett Studio

Exit and Succession Strategies for Closely Held Business Owners

00:00 /

Robert Port, Cardell McKinstry, Bryan Koepp, Adam Gaslowitz

On this week’s episode of “Wealth Matters”, hosts Adam Gaslowitz and Robert Port discuss “Exit and Succession Strategies for Closely Held Business Owners”. Guests include Cardell Mckinstry, Director of M&A Tax Services for Habif, Arogeti & Wynne LLP, and Bryan P. Koepp, Regional Wealth Strategist and Senior Vice President of Regions Private Wealth Management.

Bryan Koepp/Regions Private Wealth Management

Bryan Koepp joined Regions Private Wealth Management in August 2015 as its Wealth Strategist for its East region. Bryan’s major areas of expertise include advanced estate and trust planning, business succession planning, non-qualified benefit planning for companies and their employees, asset protection, and complex insurance transactions.

Prior to joining Regions Private Wealth Management, Bryan chaired PNC’s Wealth Management National Practice Group for Planning for the Business Owner as a Senior Wealth Planner for its Georgia wealth team. The Planning for the Business Owner group focused on the unique and often difficult planning needs of business owners including the development of a tax- efficient plan for business transition whether the transition is targeted for family members, outright sale, public offering, or other strategy. Bryan has also served as a group financial planning strategist with BB&T Wealth Management. While at BB&T, Bryan was the firm’s lead business transition planning strategist and also anchored BB&T’s wealth planning team in Georgia. Bryan has also served as a director and senior consulting attorney for AXA Equitable’s advanced markets team.

Bryan received his undergraduate degree (B.A.) with honors from the College of Wooster in Wooster, Ohio. He earned his law degree (J.D.) from The Ohio State University College of Law. He is admitted to practice law in the states of Georgia and Ohio. Bryan is also a Certified Financial Planner and a registered Trust & Estate practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) for international planning.

Linkedin: https://www.linkedin.com/in/bryan-koepp-0402317

Cardel McKinstryHabif, Arogeti & Wynne, LLP/

Cardell is the Director of M&A Tax Services for Habif, Arogeti & Wynne, LLP. Cardell has over 15 years of tax consulting experience serving clients across a wide range of industries, including construction, distribution, financial services, manufacturing and telecommunications. Prior to joining Habif, Arogeti & Wynne, Cardell was a Senior Director with the Alvarez & Marsal Transaction Tax Group and a former member of the Mergers and Acquisitions Transaction Services Group at Deloitte & Touche LLP.

Cardell focuses on advising financial and strategic clients on the tax aspects and structuring of taxable and tax-free transactions. These include mergers and acquisitions, dispositions, restructurings, leveraged buy-outs and recapitalizations. He has been involved in all aspects of due diligence, transaction structuring and reviews of transaction-related documents.

Cardell has assisted in providing tax solutions for companies going through different phases of their life cycle, such as mergers and acquisitions, dispositions, bankruptcies and ownership changes. The tax solutions provide a variety of structures to retain valuable tax attributes (e.g. NOLs, tax credits, etc.), maximizing value and flexibility for all parties involved.

Cardell earned a bachelor’s degree in accounting and a master’s degree in taxation from the University of Alabama.

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