Tax-Alpha Solutions

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Latest Episodes:

Ep44: The IRS Will Get Their Pound of Flesh. Part 2 Jan 11, 2023

Paul Rafelson is an experienced attorney with over 15 years in complex Corporate, Tax Intellectual Property and M&A matters. He is also a trusted resource in the ecom world, regularly quoted in the news on matters involving Amazon and ecommerce. Paul was also the most-cited source of information in the US government's investigation into Amazon’s business practices as it pertains to third-party merchants. Prior to starting a private practice dedicated to the needs of ecommerce businesses, Paul spent the majority of his career in-house at some of the largest companies in the world such as Microsoft, Walmart and General Electric. Listen to this informative Tax-Alpha Solutions episode with Paul Rafelson about small business law. Here is what to expect on this week’s show: Discussion about the 20,000 new IRS agents and it’s affect. The burden of proof is on you when the IRS comes. What is retail arbitrage? Some lawsuits aren’t worth the time and effort. Connect with Paul: https://ecomattorneys.com/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep43: The IRS Will Get Their Pound of Flesh. Part 1 Jan 11, 2023

Ep42: Confirm through Due Diligence Dec 14, 2022

Roman Beylin is the CEO of DueDilio, a leading online marketplace that connects business buyers, sellers, intermediaries, and private investors with highly vetted due diligence service providers. Get the professional due diligence help you need by tapping our large, growing network of verified independent professionals, boutique, and mid-size firms specializing in finance, technology, legal, commercial, and other key business diligence area. Listen to this informative Tax-Alpha Solutions episode with Roman Beylin about due diligence. Here is what to expect on this week’s show: How DueDilio helps business buyers. Rule of thumb when you’re on the buy side. What is the future of the ecosystem? The importance of having a thought-out business plan. Connect with Roman: duedilio.com Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep41: The Power of Brands is More Important Than Ever. Dec 07, 2022

Erik Pelton has dedicated his career to making intellectual property protection understandable, accessible, and affordable for businesses and entrepreneurs of all sizes and types. Erik began his career as a trademark examiner for the U.S. Patent and Trademark Office (USPTO) before launching Erik M Pelton & Associates, PLLC (“EMP&A”), with the goal of making the process of protecting a company brand easy through the enduring ideals of great customer service, affordability, and clarity. Over a span of more than two decades, EMP&A clients have received more than 4,000 trademark registrations from the USPTO. In addition, Erik truly practices what he preaches, having registered more than a dozen trademarks of his own with the USPTO. Erik’s book Building a Bold Brand is a single resource created for brand managers and business owners to learn essential branding and trademark tips gleaned from his expertise as an attorney, entrepreneur, and brand expert. Erik resides in northern Virginia with his wife and children, where he can often be found riding his bike or finding live music to listen to. Listen to this informative Tax-Alpha Solutions episode with Erik Pelton about branding in today’s world. Here is what to expect on this week’s show: You don’t go to school for the degree, you go for the education. How to reverse engineer your business from the inside. What are the headwinds with trademark law? What misunderstandings are there about web3? Connect with Erik: https://www.erikpelton.com/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep40: Billable Hours are A Terrible Thing Nov 30, 2022

Laurence J. Pino (Larry) can truly be called a modern-day Renaissance man. Larry received his Bachelor of Arts degree from the University of Notre Dame, his Juris Doctor degree from New York University School of Law and his Doctorate in Business Administration from the University of Florida. He also has Certificates of Study from the University of Madrid, L’Alliance Francaise in Paris and Dante Alighieri in Rome. Larry’s professional career, spanning close to 40 years, has focused on two primary areas of activity. The first as an attorney specializing in business, investment, and securities work where Larry has substantial experience on behalf of over 2,000 clients in litigation and transactions approaching $1 billion in value. The second as an entrepreneur where he has created and served as Chairman or Board Member to over 80 businesses selling over $1.5 billion of goods and services and employing several thousand employees. He is currently the CEO of Tuscan Gardens Senior Living which operates three luxury senior living communities in the state of Florida offering independent living, assisted living and memory care. In addition to his professional activity Larry Pino has lectured nationwide to over one million people, appeared on 140 radio and television shows, authored over fourteen books and hundreds of published newspaper columns, and taught various classes at University level in Accelerated Growth Strategies, Operating High Performance Organizations and Rapid Enterprise Development. Listen to this informative Tax-Alpha Solutions episode with Larry Pino about securities law and entrepreurship. Here is what to expect on this week’s show: Just because you can doesn’t mean you should. Life hacks to find a good place to put your parents. What is a security syndication and how does it work? What is a private placement memorandum? Everyone has a book inside of them. Connect with Larry: https://www.larrypino.com Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep39: The Power of Branding Nov 23, 2022

William Scott Goldman is the founding member of Goldman Law Group, representing creative business clients throughout the U.S. and internationally. One of the world's most prolific trademark filers, he's currently ranked 'Top-5' at the USPTO with over 18,000 successful filings. Pioneering the field of Branding Law, he is also a frequent lecturer, guest speaker, media commentator and author on various legal subjects. Listen to this informative Tax-Alpha Solutions episode with William Scott Goldman about IP and branding. Here is what to expect on this week’s show: How William Scott got into IP protection. What’s the power of branding? What are some of the largest branding mistakes? What are the differences between branding law and trademark law? William’s thoughts on NFT’s. Connect with William Scott: https://goldmanlawgroup.com/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep38: The Best Time to Plan is Now! Nov 16, 2022

Darren Mills is an accomplished attorney and Certified Public Accountant in the States of Florida and New Jersey as well as a holder of the ChFC® and CLU® designations from The American College. Through both formal and informal education, he has the qualifications, desire and commitment to assist you and your family with specific issues when it comes to properly planning your estate, including the impact of taxes, asset protection planning and long-term care. Throughout his career, Darren has been a frequent speaker on various topics including asset protection, taxes, bankruptcy and estate planning. In addition, he has authored numerous articles that have appeared in professional journals. Darren has taught graduate tax classes on Estate and Gift Taxation, Federal Income Taxation of Trusts & Estates, Corporate 2/3 Reorganizations and S Corporations. Prior to practicing law, he began his career with Arthur Andersen LLP, worked for KPMG LLP and was a tax partner at Dixon Hughes Goodman LLP. Darren continually challenges himself to learn and grow so that he can use that knowledge to make a difference in the lives of his clients. On a personal note, Darren has two daughters and two dogs. He belongs to the Knights of Columbus and is a supporter of the Alzheimer’s Association and St. Vincent DePaul’s. Listen to this informative Tax-Alpha Solutions episode with Darren Mills about current tax and estate planning strategies. Here is what to expect on this week’s show: Why does everyone move from New Jersey to Florida? How does Darren apply his knowledge in his day-to-day life? What’s the tax burden like in New York and California? What’s an irrevocable trust and how does this work? The asset mix in a trust matters. The best business comes with a word-of-mouth blessing. What is an intentionally defective trust? Connect with Darren: @estatetaxelder https://www.linkedin.com/in/darrenmills1/ https://www.kelleherholland.com/estate-planning/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep37: The Better the Estate Plan, the Less Work for the Family After Death Nov 09, 2022

Greg Herman-Giddens is a partner in the Naples, Florida office of Galbraith, PLLC, maintaining an active practice in North Carolina as well as Florida. He has been practicing law for over 33 years, and is a Board Certified Specialist in Estate Planning and Probate Law (NC) as well as a Certified Financial Planner. Greg received a B.A. from the University of North Carolina, a J.D. from Tulane University Law School, and an LL.M. in Estate Planning from the University of Miami School of Law. He is a member of the North Carolina, Florida, Tennessee and New York Bars, as well as the U.S Tax Court and the Supreme Court of the United States. He is also licensed as a Solicitor in England and Wales, and a full member of the international Society of Trust and Estate Practitioners. Greg has presented continuing legal education programs on a local and national level and is the author of numerous articles on tax and estate planning topics. Listen to this informative Tax-Alpha Solutions episode with Gregory Herman-Giddens about estate planning specifications. Here is what to expect on this week’s show: What is a revocable living trust? What is a pour-over will? Is estate tax exemption is going up in 2026? Different distributions for different purposes and different beneficiaries. What are some of the reasons why people move to Florida? Connect with Gregory: https://www.galbraith.law/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep36: Law and Accounting Business Solutions Nov 02, 2022

Kimberly DeCarrera brings together the disciplines of law and accounting to bring business solutions to clients. Kimberly is an accomplished lawyer and accountant with more than 15 years experience representing companies of all sizes across multiple industries, including financial services, hospitality, retail, manufacturing, transportation, professional services, and health care. She recently served as in-house counsel and CFO for a transportation brokerage company and is now serving clients as outside general counsel and business coach. She has a Masters in Tax and a law degree from Georgia State University and a bachelor’s of science in business management from Georgia Tech. Listen to this informative Tax-Alpha Solutions episode with Kimberly DeCarrera about law and accounting solutions for businesses. Here is what to expect on this week’s show: The importance of cross-disciplinary approaches to problems. Unclaimed property has become a routine. What are financial processes Kim implements for small businesses? Current obstacles for Kim. The biggest mistake that founders make when starting up. Connect with Kimberly: https://decarreralaw.com/ Twitter: @decarrera LinkedIn: kdecarrera Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep35: Things Get Messy Unless You’re Prepared Oct 26, 2022

Raised in his hometown of Port St. Lucie, attorney Jamy Barreau has experience handling all aspects of issues surrounding preserving generational wealth including matters associated with trusts and estates as well as business planning. A first-generation Haitian American, he has dedicated his life to the practice of law. He graduated with high honors from St. Lucie West Centennial High School in 2009 where he had the privilege of being part of the school’s Criminal Justice Academy, serving as an advocate for the 19th Judicial Circuit’s Teen Court program. After graduation from Centennial, Jamy earned his B.S. in Legal Studies from the University of Central Florida, earning his degree on a full-time basis while working full time at Universal Studios Orlando. After college, Jamy attended Barry University School of Law where he served on the editorial board of its Law Review Journal as a Research and Technical Editor. In 2017, he graduated from Barry Law and returned to the Treasure Coast, gaining experience in estate planning, trust administration, probate administration, business planning, residential mortgage foreclosures, and evictions. Understanding the impact generational wealth has on society and setting the stage for success in generations to come, Jamy made it his mission to guide those in his community in such matters. In 2021, he graduated with his LL.M. in taxation with a concentration in estate planning from Boston University School of Law to further his mission. In his free time, he is an adjunct professor of business law at Southern New Hampshire University and continues to expand his knowledge of how to best serve his community. Listen to this informative Tax-Alpha Solutions episode with Jamy Barreau about protecting your assets. Here is what to expect on this week’s show: What is a beneficiary designation and how does it work? Are there ways to put beneficiaries on bank accounts? When should someone start to think about a trust? Are there any veteran benefits that work together with Medicaid? What is a stepped-up basis and how does it relate to estate taxes? Connect with Jamy: www.blegalfl.com Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep34: Protect Yourself in the Metaverse Oct 19, 2022

Nicolle is a dual-barred attorney in the United States (Washington DC) and Honduras. Paramount to her career as a crypto attorney is to reduce the liability exposure towards building a solid Crypto Project and building a stronger web3 ecosystem. She has provided valuable legal advice to individuals and companies looking to get involved in NFTs and Web3 matters. Nicolle is also an NFT investor and speaker, who combines her passion to create opportunities and impulse more LATAM inclusion into the NFT and crypto space. She strives to educate the Spanish speaking community on the basics of NFT and crypto and to hopefully pave a clear path for future crypto legislation. Listen to this informative Tax-Alpha Solutions episode with Nicolle Lafosse about crypto law. Here is what to expect on this week’s show: How Nicolle became an expert in crypto. What is web3 and how does it work? The percentage of people living in the virtual world is growing exponentially. How do you protect yourself when you’re running a crypto venture? Is there anyone making any money in the metaverse? Connect with Nicolle: https://lawandpixels.com/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep33: The Best Moves You Can Make Are Before the Year Ends Oct 12, 2022

Eric is a managing partner in Green & Sklarz LLC, a boutique tax firm with offices in Connecticut and New York. The focus of Attorney Green’s practice is civil and criminal taxpayer representation before the Department of Justice Tax Division, Internal Revenue Service and state Departments of Revenue Services. Eric is a nationally renowned tax expert and author/commentator of IRS civil and criminal tax matters. Having lectured to more than 70,000 practitioners on civil and criminal tax topics, he is one of the nation’s best known lecturers in continuing professional tax education. Eric has been recognized by Connecticut Super Lawyers in the field of Tax. Attorney Green is a past Chair of the Executive Committee of the Connecticut Bar Association’s Tax Section and is a Fellow of the American College of Tax Counsel (“ACTC”). He is the founder of Tax Rep Network and the host of the Tax Rep Network Podcast, and is a contributing columnist for Bloomberg Tax. Listen to this informative Tax-Alpha Solutions episode with Eric Green about current tax laws. Here is what to expect on this week’s show: The importance of staying on top of your taxes. What’s hot right now in the tax world. How Eric became a tax controversy lawyer. What is an audit? What does it mean? Connect with Eric: https://taxrepllc.com/ https://gs-lawfirm.com/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 32: Tax Touches Everything Oct 05, 2022

During his almost twenty-year tax career, John Hurley has represented and advised multiple Fortune 500 companies on a wide array of sophisticated tax issues in various tax disciplines, such as; tax controversy, tax planning, international tax and transfer pricing. John led the tax controversy practice for Halliburton Corporation, a global oil and gas company, and continued his career path into international taxation, tax planning and Mergers and Acquisitions for other large corporate tax departments at LyondellBasell Industries N.V. and Ryder System, Inc. Mr. Hurley is admitted to practice law in the Florida state courts, United States Tax Court, and the U.S. District Court for the Southern District of Florida. Mr. Hurley is a member of the State Bar of Florida and the Tax Section of the Florida Bar. Mr. Hurley can represent clients before the IRS, U.S. Tax Court and U.S. District Court (S.D. Fla.), as well as, clients before Florida state tax authorities and Florida state courts (and other state tax authorities where permitted under specific State rules). Listen to this informative Tax-Alpha Solutions episode with John Hurley about tax controversy and audit discussion. Here is what to expect on this week’s show: -An audit is always a negative thing -What is tax controversy work? -What is a material advisor? -What’s a non-disclosure disclosure? -What’s the process for resolving a tax dispute? -How long does it take for a audit to happen? -The technology that the IRS is using how it’s outdated. Connect with John: Links Mentioned: https://hurleytaxlaw.com/ The interview and contents are for educational purposes only and does not create an attorney-client relationship between Mr. Hurley and the audience that may view the materials. Each viewer should consider engaging its own legal representation, should they have a tax matter that they believe requires legal assistance. Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 31: Trademark and Copyright Secrets Sep 28, 2022

Ana Juneja is an immigrant, entrepreneur, and an intellectual property attorney. Her commitment to her clients fuels her passion for helping business owners and influencers secure and monetize their intellectual property. To begin her journey of becoming a lawyer, Ana attended Michigan State University. There she graduated with honors and received a bachelor’s degree in Biology. After college, Ana received a scholarship to attend law school, where she was distinguished, both in her academic pursuits and her extracurricular activities. Her accomplishments include winning the first year mock trial competition, serving as a law review editor, and graduating cum laude. In her last year of law school, Ana received the Leadership Achievement Award, which is the highest possible award for a law student. During her time in law school, Ana served as an extern at the United States Patent and Trademark Office. Her time at the USPTO awarded her the very unique opportunity to learn how the government handles patent and trademark registrations. As a result, she is one of the few intellectual property attorneys to have worked on both sides of trademark and patent prosecution. Listen to this informative Tax-Alpha Solutions episode with Ana Juneja about copyright and trademark insights. Here is what to expect on this week’s show: -Ana’s background in intellectual property -The need for an IP attorney -What is IP protection? -How copyright rights are multifaceted -Everything you do can technically be monetized -Make sure you register everything before you launch -Is AI replacing the attorney or is it a tool? Connect with Ana: Links Mentioned: https://analaw.com/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 30: Do as the Romans Do Sep 21, 2022

Board Certified International Attorney and founding partner Santiago A. Cueto focuses his practice on international business law with an emphasis on business law and international commercial litigation, corporate law, arbitration, and transactions. As a prominent Miami attorney, he has been featured in the Wall Street Journal, Fox Business News, CNBC, Forbes, the National Law Journal, the Daily Business Review, the Miami Herald, the Los Angeles Business Journal, Sports Illustrated, Entrepreneur, PC World, and many other media outlets. Santiago has represented Fortune 100 companies and foreign governments in a variety of complex commercial litigation and transaction matters. Santiago’s international education and experience have served to counsel companies operating throughout the world. He currently serves as executive counsel to companies in the global supply and communications industries. International Chamber of Commerce Certified Attorney from Switzerland, Davy Karkason is an associate at Cueto Law Group. Davy is passionate about international business, commercial litigation, and international arbitration. During his legal career, Davy represented companies in international securities fraud litigation and international trade litigation including contracts, fraud, and misrepresentation. Davy co-authored two articles in the Florida Bar summarizing Shareholder's derivative rights when there are no written agreements and wrote an article concerning the Force Majeure clause in international trade during the period of inflation. Listen to this informative Tax-Alpha Solutions episode with Davy Karkason & Santiago Cueto about doing business internationally. Here is what to expect on this week’s show: -Are there some countries that are easier to do business with and some that are more complicated? -What happens when you do an investment cross border? -What’s the benefit of alternative dispute resolution? -How Davy ended up in the field of international law -What’s Davys opinion on the US becoming more independent? -Why is cryptocurrency similar to the internet in 1999? -What’s going on in the cybersecurity world? Connect with Davy & Santiago: Links Mentioned: https://cuetolawgroup.com/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 29: Take The Leap and Make the Pivot Sep 14, 2022

Attorney Natalia Ouellette-Grice’s business and estate planning practice focuses on helping families and business owners create, grow, and protect their business and personal Legacy. Natalia graduated Summa Cum Laude from the University of South Florida in 2005 with her bachelor’s degree in International Relations. She then received her Juris Doctorate Cum Laude from Stetson University College of Law in 2009. While attending law school, Natalia attended the University of South Florida and received her Masters in Business Administration with concentrations in Finance and International Business in 2010. Natalia was admitted to the Florida Bar in 2009, and has been practicing law in Florida, serving clients in estate planning, real estate litigation, and business planning. She was president of a Tampa Bay title company for eight years, where she had the pleasure of seeing thousands of investors achieve their dream of financial independence. When not serving clients, Natalia spends time with her husband Justin, and her sons Sebastien and Miles. Listen to this informative Tax-Alpha Solutions episode with Natalia Ouellette-Grice about small business insights and solutions. Here is what to expect on this week’s show: -Natalia got started in the Title business -Natalia took over the firm after buying out partners -Biggest mistake someone can make is not hiring a professional -Missing out on cheap biz loans because of unfinished taxes -Succession planning is so overlooked in business -Probate takes a lot longer than clients think Connect with Natalia: Links Mentioned: www.lcolawfl.com https://www.linkedin.com/in/natalia-ouellette-grice-b60aa91a4/ @LCOLawFL https://www.facebook.com/LCOLAWFL Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 28: You cannot improve what you cannot measure. Sep 07, 2022

Tania Bartolini is a Magna Cum Laude graduate from Florida Atlantic University with a Bachelor of Science in International Business and Trade in May of 2001. A Cum Laude graduate from University of Miami School of Law with a Juris Doctor degree in December of 2003. She has been a member of the Florida Bar and litigator since 2004 and has conducted thousands of Bench trials as well. She has practiced in the areas of business, contracts, real estate, foreclosures, association law, lemon law, commercial litigation, international contracts, landlord tenant, among others. Tania obtained her master’s degree in International Business Law from the Universita Telematica Internazional UNINETTUNO in cooperation with London School of Business and Finance in March of 2016. She is the COO of Salas Law Firm, P.A. and practices Business and Real Estate Law, is a title agent, and is a Certified Real Estate instructor. She is the founder of Business and Beyond, LLC, offering her business expertise through consulting, coaching, and fractional director services to help business owners thrive, create security, establish balance, and build freedom by creating and implementing solid foundational building blocks, processes, and systems. Listen to this informative Tax-Alpha Solutions episode with Tania Bartolini about improving your business by measuring. Here is what to expect on this week’s show: -Dual citizenship and speaks another language fluently -How Tania structured her law firm as a real business so that she can take a vacation and still have income. Which smaller law firms don’t do. -How to market your business and what metrics are important -Her focus and specialty is female owned law firms -Use your competitive advantage just by being yourself -Learning what not to do is a valuable lesson -Know your clients to come up with different products to help with their problems Connect with Tania: Links Mentioned: https://www.businessandbeyondllc.com/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 27: Mass Tort Insights Aug 31, 2022

Terry Dunken is a serial entrepreneur and mass torts business practitioner. He is currently managing partner of the Dunken Law Firm, founder of the Mass Tort Institute, and author of Mass Tort Secrets. As a young native Texan, Terry was an exceptional baseball and football player with professional prospects, but his entrepreneurial aspirations drove him to become a CPA instead. Despite his natural grasp on financial planning, Terry knew he could do more to help others than to crunch their numbers, and soon got his law degree from the University of Houston. He has secured favorable settlements for victims in thousands of complex and high-profile cases including Transvaginal Mesh, Risperdal, and Roundup®. Terry approaches mass torts from a business perspective because “unless you just get lucky, understanding the numbers will determine your success or failure in the mass tort universe.” Listen to this informative Tax-Alpha Solutions episode with Terry Dunken about insights from decades in the Mass Tort industry. Here is what to expect on this week’s show: -Terry was part of distribution for Donkey Kong video game by Nintendo -Starting a company: capital versus intellectual property -The current working generation is different from the past -The mass tort industry has big returns but big barrier to entry -Terrys firm has a HUGE marketing budget to reach those affected -Companies are out there still bringing dangerous products to market regardless Connect with Terry: Links Mentioned: https://www.masstortinstitute.com/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 26: Working with Cross Border Families Aug 24, 2022

Maria del Pilar Rubio is a prominent Miami based attorney handling the needs of high-net-worth clients and cross-border families. Based on her achievements in her profession and her engagement in the community, in 2017 Pilar was featured as a Top 20 Professional Under 40 in Brickell Magazine. Subsequently in 2021, Pilar was again recognized by a group of her peers, as deserving of the nomination for Best Lawyer: Ones To Watch by the regional and international publication Best Lawyers. Listen to this informative Tax-Alpha Solutions episode with Maria del Pilar Rubio about international tax law. Here is what to expect on this week’s show: -Matts trips to Columbia -Most of Maria’s business is referrals -Columbia and the US have very different tax codes -Every ones tax situation is different -Leaving assets to your family can cause issues -Tax Treaties Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 25: The Right Clause for the Right Situation Aug 17, 2022

Gary Salzman is a shareholder with Garganese, Weiss, D’Agresta & Salzman, P.A. Gary primarily handles litigation, mediation and arbitration for business, real estate and employment disputes. Gary received his Bachelors of Business Administration in 1985 and his Juris Doctor, cum laude, in 1988, both from the University of Miami, Coral Gables, Florida. In addition, he has been Board Certified by The Florida Bar in Business Litigation since 1997. Gary served six years on The Florida Bar's Board of Legal Specialization and Education and, prior to that, he served six years on The Florida Bar’s Business Litigation Certification Committee. Gary also served on the 9th Judicial Circuit's Business Court Formation Committee. Gary is active in the George C. Young American Inn of Court, where he holds a "Master" designation, serves on its board of directors and is the former president from 2011 to 2013. Also, he currently serves on the Orange County Bar Association's Executive Council as an elected member. Gary is a certified circuit-civil and appellate mediator, as well as a Florida Supreme Court trained and qualified arbitrator. He is a member of the American Arbitration Association's employment, commercial, healthcare and financial arbitration and mediation panels. Gary provides alternative resolution services for commercial, real estate and employment disputes as a mediator, an arbitrator and a voluntary trial resolution judge. Listen to this informative Tax-Alpha Solutions episode with Gary Salzman about structuring contracts, the board process, and how he charges for his time. Here is what to expect on this week’s show: Gary usually represents companies and not individuals Interesting litigation case between two sports bars Different contract clauses for different situations If you threaten someone you are extorting them and ruining your case Pricing structures for different services provided Gary discusses the process of being board certified and its importance Connect with Gary: http://www.orlandolaw.net/ This podcast is for informational purposes only and does not constitute legal advice. The information is not intended to establish an attorney-client relationship and is not a substitute for legal advice from an attorney licensed in your jurisdiction. The hiring of a lawyer is an important decision that should not be based solely upon advertisements. Before you decide, ask the attorney to send you free, written information about their qualifications and experience. Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 24: The Meat isn’t in the Exit. The Meat is in the Ownership and Operation Aug 10, 2022

David Barnett has been working with small and medium sized businesses for over 20 years. He has helped entrepreneurs buy and sell them, He has helped them grow. He has helped people finance them. David is the author of 8 books about small business transactions and local investing. He is the host of a YouTube channel with hundreds of videos about buying, selling, financing and managing small and medium sized businesses. Listen to this informative Tax-Alpha Solutions episode with David Barnett about the inner workings of a business broker. Here is what to expect on this week’s show: How David saw the writing on the wall that the internet would change everything David sold his office to an employee and went into banking After switching to banking he was brought back into brokering Not being incentivized by closing he is able have a clearer mindset for transactions The dynamic of the deal changes when private equity can get involved 5 things that cause a business to sell Connect with David: https://www.investlocalbook.com/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 23: Tips for Selling a Business Aug 03, 2022

Before David started his own California business brokerage practice, he held numerous sales and business development roles within the software industry in Silicon Valley. During this time, he successfully negotiated multi-million dollar global deals with large companies such as Microsoft, Oracle, and Sun Microsystems. He's also a past entrepreneur, having built a commercial print brokerage business focused on business-to-business catalogs. His firm established contractual relationships with printers across the country and largely functioned as their outsourced sales agents. This business grew to become the third-largest print brokerage in the country. A key reason he was successful was because of the software he developed for his team's internal use. After much thought, he sold this business himself in 2013 and made the transition to a business broker a few years later. David earned an MBA from New York University in finance and a BA from the University of Pennsylvania in economics. Listen to this informative Tax-Alpha Solutions episode with David Jacobs about business brokering. Here is what to expect on this week’s show -David’s transition to Lynx -Scalability of smaller businesses -Opportunities today -Verticals taking off -Audited financials -Biggest reasons a business doesn’t sell Connect with David: Davidjacobsbusinessbroker.com Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 22: You Can't Outsource Dirt Jul 27, 2022

You Can’t Outsource Dirt – Tax-Alpha Solutions with Matt Chancey Episode 22 featuring Elizabeth Whitman Elizabeth Whitman is Managing Member of Whitman Legal Solutions, LLC, located in the Washington, DC Metro Area. Her 25+ years of real estate experience includes more than $4 billion in transactions spanning most asset classes. She has a particular interest in real estate securities and Section 1031 exchanges. Before forming Whitman Legal Solutions, Elizabeth was General Counsel for a national, privately-held real estate securities sponsor and a property management company. She also previously was Deputy General Counsel in charge of real estate and securities matters for a public company and an Administrative Law Judge hearing building, licensing, and rent control cases for the District of Columbia. Elizabeth received her J.D. from The Ohio State University and her LL.M. from Georgetown University Law Center. In addition to being admitted to practice law in the District of Columbia, Maryland, New York, and Ohio, she holds a Maryland real estate broker license. Listen to this informative Tax-Alpha Solutions episode with Elizabeth Whitman about real estate topics. Here is what to expect on this week’s show: - Real estate cycle - Opportunities in office space - Effects of eliminating the 1031 exchange - Track record of people is vital - Traits of a good sponsor - Different lending situations Connect with Elizabeth: https://whitmanlegalsolutions.com/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 21: Confident Sailing Backed by Insurance Jul 20, 2022

Confident Sailing Backed by Insurance – Tax-Alpha Solutions with Matt Chancey Episode 21 featuring John Reed John Reed helps advisors and strategic partners implement and maintain advanced wealth/business protection and transfer strategies for their most valued customers. He has helped insurance advisors with over 200 Premium Finance cases resulting in +$2.4B of coverage, +$450M of financed premiums, and +$56M FYC. He currently serves on the Finance Committee for the city of Newport Beach, CA, is the past-president of The Elite OC: Young Professionals Giving Back, and is a graduate of University of Cincinnati where he studied Aerospace Engineering and MBA. He is an avid reader, competitive sailor, space nerd, and international traveler. Listen to this informative Tax-Alpha Solutions episode with John Reed about aspects of premium financing. Here is what to expect on this week’s show: - John’s sailboat on fire in middle of the ocean - The journey from engineering to insurance - What is premium financing - Being independent provides the best value to clients - Different ways business owners use insurance plans - Space aspirations Connect with John: https://www.linkedin.com/in/johnreedjr/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 20: The Legal Side of Business Jul 13, 2022

Episode 020 The Legal Side of Business, Featuring Andrew Legrand – Alpha Tax with Matt Chancey Andrew Legrand is the founder of Spera Law Group, LLC, a cloud-based and paperless law firm in New Orleans, Louisiana. The firm proactively guides business owners around legal pitfalls…and helps them out when they fall in. The firm has been recognized in Forbes, New Orleans City Business, and Business Insider, among others. SuperLawyers honored him as a Rising Star among Business and Corporate Attorneys 5 years running. As a tech nerd with a law license, Andrew has presented at the American Bar Association’s TECHSHOW, ClioCloud9 Conference, and multiple CLE seminars presented by the Louisiana State Bar Association. In our conversation, Andrew talks about how his firm helps businesses have a higher probability of success and why businesses are struggling to find good employees. Other topics we discuss include: Why Andrew decided to help business owners avoid legal mistakes The challenges new business owners face Why his ideal client is the 7-8 figure businesses The legal policies based on the amount of employees Why employees want more benefits than just a good salary Why the better run businesses have less trouble finding employees Enjoy the show! Connect with Andrew: Website: https://speralaw.com/ Connect with Matt: Website: https://www.mattchanceylive.com/home1615404071938 Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 19: Tax Planning Strategies Jul 06, 2022

Episode 019 Tax Planning Strategies, Featuring David French – Alpha Tax with Matt Chancey David grew up in a hard-working family in Harrison, New York. When he was eleven, he started his work career at the local country club as a golf caddy. When he wasn’t lugging golf bags around, he was in the weight room or on the football field. He was an all-conference player in college at Salve Regina University and finished up his studies at Roger Williams University, majoring in Accounting. After working for other CPA firms for 6 years, in 2018 David launched David French & Associates in Austin, TX, a tax strategy and CPA firm focused on helping serial entrepreneurs and business leaders create generational wealth. David’s experience spans across all industries, including working with tech and E-commerce startups, oil and gas partnerships, investment funds, and real estate developers. David has extensive experience with corporate restructurings and M&A deals. He is a closet tax nerd and can be found reading tax code in the middle of the night; just ask his wife. David and his high school sweetheart live with their three young children in Austin, TX. Outside the office you can find David coaching his kids in youth sports, sneaking in a quick round of golf, hunting in the Hill Country, or deep-sea fishing in the Gulf of Mexico. Above all, David is a family man who believes in hard work and no excuses. In our conversation, David talks about the opportunities with real estate and how he works to understand his clients to achieve success. Other topics we discuss include: The common types of clients David sees Why someone setting up a new business would want to use code 1202 What a business owners options are if they do not utilize code 1202 The benefits of short-term rentals The many IRS codes in real estate Enjoy the show! Connect with David: Website: https://davidfrenchcpa.com/ Connect with Matt: Website: https://www.mattchanceylive.com/home1615404071938 Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 18: How to Be Successful in Real Estate Jun 29, 2022

Episode 018 How to be successful in real estate, Featuring Jeffrey Brogger – Alpha Tax with Matt Chancey Jeffrey Brogger is the founder of STEEZY.Digital, known for its work with the top 1% of real estate professionals. From empowering them with technology to helping them generate and nurture leads automatically, Jeff has helped even the top-producing realtors grow their business in ways they never thought possible. Jeff also founded a successful commercial realty firm in Southern California. He’s an avid surfer, and when he and his wife Megan aren’t traveling the world, he’s taking advantage of the waves in the Pacific Ocean near their home in San Diego, California. In our conversation, Jeffrey talks about how you can leave your 9-5 job through real estate and how STEEZY Digital helps so many real estate agents. Other topics we discuss include: How Jeffrey got his start in real estate His strategies in the multifamily real estate space How to find good deals in real estate The fiduciary responsibility real estate agents have How he helps the top 1% real estate agents do better Enjoy the show! Connect with Jeffery: https://steezy.digital/ Facebook: https://www.facebook.com/jeffrey.brogger LinkedIn: https://www.linkedin.com/in/jeffrey-brogger/ Twitter: https://twitter.com/jeffbrogger Connect with Matt: Website: https://www.mattchanceylive.com/home1615404071938 Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 17: The Appraisal Expert Jun 22, 2022

Episode 017 The Appraisal Expert, Featuring Bharat Kanodia – Alpha Tax with Matt Chancey Bharat Kanodia has valued over 2000 businesses and signed off on assets worth $2.6 trillion in value. He has appraised unique assets like the Golden Gate Bridge, Atlanta Airport, Uber, Airbnb, Yahoo!, Brooklyn Bridge, Mirage Casino LV, among many others. Bharat is the Founder of Veristrat and helps startup founders and VCs by telling them what their companies are worth. He lives in the San Francisco Bay area with his family and enjoys sailing, golfing, skiing, and horseback riding. In our conversation, Bharat talks about his experience as an appraiser and provides insights on the business. Other topics we discuss include: How Bharat became an appraiser The difference between private and public companies Things that unexpectedly increase or decrease in the evaluation of a private company Why Bharat started his YouTube Channel Why you should think of an appraisal like a scorecard for your company Enjoy the show! Connect with Bharat: LinkedIn: https://www.linkedin.com/in/bharat-kanodia-asa Connect with Matt: Website: https://www.mattchanceylive.com/home1615404071938 Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 16: Investing Across Borders Jun 15, 2022

Episode 016 Investing across borders, Featuring Lauren Cohen – Alpha Tax with Matt Chancey Lauren Cohen is an Immigration and Cross Border Legal Expert as well as a best-selling author and sought-after speaker. Real estate investors and entrepreneurs hire Lauren with her harmonized concierge approach to help overcome obstacles and navigate business and investment across borders so that they are able to invest, live, work and play - anywhere. Find out more at investingacrossborders.net In our conversation, Lauren talks about how she helps her clients and how you can invest in real estate across borders. Other topics we discuss include: How to immigrate through real estate through her program The business plan process to obtain a visa What people need to know about investing The importance of building a network for business The common mistakes people make when investing across borders Enjoy the show! Connect with Lauren: Website: investingacrossborders.net Connect with Matt: Website: https://www.mattchanceylive.com/home1615404071938 Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 15: Everything You Need to Know About Estate Planning Jun 08, 2022

Episode 015 Everything you need to know about estate planning, Featuring Everett Sussman – Alpha Tax with Matt Chancey Since 1993, attorney Sussman has operated a solo-practitioner law firm, with a practice focusing on estate planning and probate administration. He brings experience, expertise, sensitivity, and humor to what can often otherwise be a stressful, trying process. His clients have ranged from centenarians to the not-yet-born; from simple situations to the complex. He has extensive experience working with special needs families. In our conversation, Everett talks about how he helps his clients create their estate plans and how you can too. How Covid has changed the way people think about estate planning. Other topics we discuss include: How people can prepare when beginning the estate planning process The importance of reviewing your estate plan throughout the years The opportunities of a 529 plan Reasons why probate isn’t always a bad thing The differences between a will and a trust Enjoy the show! Connect with Everett: Website: www.EstateLawOnline.com LinkedIn: https://www.linkedin.com/in/egsesq/ Facebook: https://www.facebook.com/LawOfficesOfEGSussman Twitter: https://twitter.com/EGSussman Connect with Matt: Website: https://www.mattchanceylive.com/home1615404071938 Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 14: How You Can Make Money With Real Estate Jun 01, 2022

Episode 014 How you can make money with real estate, Featuring Aaron Norris, VP of The Norris Group – Alpha Tax with Matt Chancey Aaron is VP of The Norris Group which provides hard money to real estate investors in Florida and California. TNG also helps investors accomplish complex 1031 exchanges into new built-to-rent (B2R) inventory in Florida. Aaron served as VP of Market Insights for PropertyRadar for almost two years teaching investor, Realtors, mortgage professionals ans service providers about the power of public records data that helps Main Street small businesses disrupt disruptors. See his work on Forbes.com, Think Realty Magazine, and BiggerPockets.com, where technology, trends, and real estate collide. Licensed real estate broker (CA) and mortgage broker (CA & FL), active real estate investor. In our conversation, Aaron talks about what led him to the real estate world and how there is a place for everyone in real estate based off your strengths. Other topics we discuss include: Real estate in Florida versus real estate in California What could happen to lessen the amount of foreclosures The misconceptions about flipping houses due to gurus and TV shows The differences between single assets and pools The effects of the possible new tax in California for flippers Enjoy the show! Connect with Aaron: Website: https://www.linkedin.com/in/aaronnorris Twitter: @aaronnorris Connect with Matt: Website: https://www.mattchanceylive.com/home1615404071938 Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 13: The Role Taxes play in your business May 25, 2022

Episode 013 The role taxes play in your business, Featuring Jared Johnson, Attorney-CPA – Alpha Tax with Matt Chancey As an attorney-CPA, Jared Johnson provides tax representation and guidance on complex tax laws and disputes, corporate transactions, reporting, asset protection and cross-border issues. He regularly assists in compliance with Internal Revenue Code as well as the Employee Retirement Income Security Act of 1974 (ERISA). Jared works alongside high-net-worth business owners throughout the business lifecycle, from incubation and startup through growth and dissolution. In addition to his guidance on tax issues such as ERISA and 409A matters, he provides strategic direction on planning, formation, governance, drafting and reporting for corporations, partnerships and joint ventures. In our conversation, Jared talks what led him to becoming an attorney and CPA and how taxes play a role in your business. Other topics we discuss include: The best clients to work with The pros and cons of onshore and offshore Why you should be cautious of tax treaties What would happen if the world implemented a flat tax The importance of having regular communication about your taxes Why you should be careful with digital currency Enjoy the show! Connect with Jared: Website: https://www.whiteandwilliams.com/people-JaredJohnson Connect with Matt: Website: https://www.mattchanceylive.com/home1615404071938 Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 12: The Ins and Outs of Insurance Coverage May 18, 2022

Episode 012 The ins and outs of insurance coverage, Featuring Peter Conte, Honig Conte Porrino insurance Agency Inc., Insurance Broker – Alpha Tax with Matt Chancey Peter Conte’s experience in finance and real estate has been a great asset while helping clients put together insurance programs that make sense. He is a graduate of American University with a Bachelor of Science in Business Administration, Specializing in Finance and Marketing, and an economics minor. Peter also obtained his Masters of Science in Real Estate, from American University as well, while simultaneously working for CBRE. After completing his studies he worked for Freddie Mac for two years doing risk analysis. He has also achieved the designation of Certified Professional Insurance Agent (CPIA) In our conversation, Peter talks about how he works with different types of insurances and how Covid has played a role in the difficulties people are facing with their coverage. Other topics we discuss include: His family owned insurance company, Honig Conte Porrino Insurance Agenecy Inc. How the insurance landscape has changed since the pandemic The differences between independent insurance brokers and going directly to a carrier The blending of old school and new school dynamics in his company How Peter plans to continue growing his family business How the industry is changing through the pandemic and technology Why no one in the younger generation is working in the insurance industry Why the high-net-worth industry is so difficult and restrictive with coverage Enjoy the show! Connect with Peter: Website: https://honigconte.com/ Connect with Matt: Website: https://www.mattchanceylive.com/home1615404071938 Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 11: In The Business To Exit Rich May 11, 2022

Episode 011 In the business to Exit Rich, Featuring Michelle Seiler Tucker, Exit Rich, Author and Business Broker – Alpha Tax with Matt Chancey Michelle Seiler Tucker is in the business to exit. For 20 years, Michelle has been investing and selling companies and is a leading authority on buying, selling, fixing, and growing businesses. She is a business broker selling large businesses, typically in the $10 million range. Michelle is also the bestselling co-author of Exit Rich, a must have guide for all business owners, whether they’re gearing up to sell a business now or are building out their company to sell for huge profits in the future. In our conversation, Michelle talks about how she works with companies and what companies should think about when starting their business, long before selling it. Other topics we discuss include: Looking for specific criteria and completing strong due diligence before she invests on the partnership side. How she looks for owners to be coachable but doesn’t want to run their operations. Why 80 percent of businesses don’t sell. Some things businesses need to be successful. The effects of the pandemic on the M&A industry. Working with private equity groups. The collaborative process of bringing in other experts when needed. What to consider, and why this may be a good time to sell your business. Enjoy the show! Connect with Michelle: Website: https://seilertucker.com/ Connect with Matt: Website: https://www.mattchanceylive.com/home1615404071938 Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 10: A Legal Expert Explains the Complexities of Immigration Law May 04, 2022

Episode 010 A legal expert explains the complexities of immigration law. Featuring Camilo Espinosa, Co-founder Loigica, Immigration and Business Law – Alpha Tax with Matt Chancey Camilo Espinosa is the Co-founder of Loigica, a boutique immigration and business legal firm located in Miami with satellite teams in Colombia and Spain. Immigration law is complex, with family, employment, and investment as common categories for people to immigrate to the US. Camilo knows every way people think they can immigrate to the US but are often misinformed. He is a wealth of knowledge of how to immigrate, restrictions, and giving advice to people who may become investors in projects that have not thoroughly vetted. Highlights of our conversation include: The EB 5 Visa allows 10,000 qualified visitors per year from all over the world to apple to become a US resident. The strict standards for getting a permanent green card. Understanding the fraud that can happen with EB 5 cards. Investor should hire a law firm that specializes in EB 5 as well as a financial advisor. Be wary of investments with high rates of return and risky projects. An explanation of E2 Visas. Helping a famous sports player to immigrate. How did Elon Musk get to the US? Enjoy the show! Connect with Camilo: Website: https://www.loigica.com/ Instagram: @attorney.camilo Connect with Matt: Website: https://www.mattchanceylive.com/home1615404071938 Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 09: Bridging the Gap for Understanding Legal Issues and Serving Exciting Tech Entrepreneurs Apr 27, 2022

Episode 009 Bridging the gap for understanding legal issues and serving exciting tech entrepreneurs. Featuring Mark Epstein, Outsourced General Counsel – Alpha Tax with Matt Chancey Outsourced General Counsel is a service that Mark Epstein offers to startup and scaling to grow companies. Mark can leave you laughing when he speaks about his early days as a lawyer, wheeling in a huge computer into the courtroom and firing off a modem to AOL just to show a judge what a website looks like. Mark enjoys bridging the gap between young, startup tech companies who need legal and business advice. His 20 years of experience is extremely beneficial to those companies who need guidance on corporate, commercial, and technology law, including corporate formation, funding agreements, M&A transactions, SaaS and software licensing, commercial contracts, leases, and HR policies. He works with angel, venture backed and publicly traded companies. Mark shares his insights, including: The challenges of lawyers being able to understand the tech landscape. Examples of how Mark works with companies. People want to buy and invest in proper companies, not ideas. Lay out the foundation correctly at the beginning stages of company formation. The importance of having a good working relationship with your legal counsel and their support network. Putting the correct funding team together and what to understand in funding structures. Sharing a success story. Enjoy the show! Connect with Mark: Website: www.mepstein.com Connect with Matt: Website: https://www.mattchanceylive.com/home1615404071938 Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 08: The Satisfaction of Investing in Middle-Market Businesses Apr 20, 2022

Episode 008 The satisfaction of investing in middle-market businesses. Featuring Victor Bloede, Co-founder & Managing Director, Transitus Capital – Alpha Tax with Matt Chancey Victor is the managing director at Transitus Capital, a middle-market investment banking group based in Dallas. He provides M&A advisory service to business owners in the sale or recapitalization of their company. Victor earned an MBA from the SMU Cox School of Business, a BS in Business Management from the University of Texas at Dallas and holds Series 63 and 79 securities registrations. Victor takes great satisfaction in working with smaller, lower, middle market companies. Previously, he wouldn’t work with companies with transactions under $50 million. Today, he often works with companies that are founders or second gen owners who are looking at an exit for the first time. In our conversation, Victor shares firsthand examples of what owners should know and how his team works on your behalf. We discuss: The importance of building value in your company long before you exit. Things that add value to a company include operating metrics, standard operating guidelines, and a management team ready to make a transaction. Why planning for retirement starts years ahead of that decision. How Victor’s team acts as a quarterback for a newly assembled team. The goal of the firm is to find the right buyer, which may not be the highest bidder. Being a sponsor for the Entrepreneurs Organization. Enjoy the show! Connect with Victor: Website: https://www.transituscap.com/ Connect with Matt: Website: https://www.mattchanceylive.com/home1615404071938 Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 07: Real estate for the niche, medical professional market Apr 13, 2022

Episode 07 Real estate for the niche, medical professional market. Featuring Kody Miller, CEO, Menlo Group Commercial Real Estate – Alpha Tax with Matt Chancey Kody Miller worked at Intel in the purchasing and later finance departments. As a side project, he did a lot of buys and flips on residential real estate. Kody wanted to leave the corporate world and put his skills into running a smaller business. He found his perfect match by joining Melo Group Commercial Real Estate as CEO. Kody leads the company’s recruiting efforts, plus manages business operations and strategy. He also played an integral role in Menlo Group’s acquisition of a property management company and the expansion of those services. Menlo puts the focus in the metro Phoenix area and Arizona, concentrating on professional medical, dental and vet office spaces. The other half of the business is on tenant reps and leasing. The company has a definite niche that works and helps the company to scale. Part of Menlo’s mission is to take the confusion out of real estate and make the process easier so that professionals can concentrate on their practice. Highlights of our conversation include: The way the company helps dentists and professionals restructure debt and creates sale-leasebacks. An explanation of how sale-leasebacks works. Preparing space specifically for dentists and medical professionals. Other aspects of the company, including industrial, hotels, multifamily, project and property management. Marketing to dental professionals. Developing internal technology to make transactions faster. How the company is scaling. Enjoy the show! Connect with Kody: Website: https://menlocre.com/ Connect with Matt: Website: https://www.mattchanceylive.com/home1615404071938 Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 06: Helping Clients Get on A Path for Future Growth Apr 06, 2022

Episode 06 Helping clients get on a path for future growth. Featuring David Braun, Founder and CEO, Capstone Strategic – Alpha Tax with Matt Chancey David Braun is the founder and CEO of Capstone Strategic, a leading M&A strategic consulting firm that has successfully facilitated over $1 billion of client transactions in over 30 countries across over 100 industries. Based in the Washington, DC, Capstone Strategic has been meeting the unique demands of mid-market companies and their corporate growth initiatives for over 25 years. David is the author of Successful Acquisitions: A Proven Plan for Strategic Growth, published by the American Management Association in 2013, with best practices that are still relevant today. For over a decade, he has been a presenter at AMA’s National Center for Continuing Education, sharing his first-hand experience in steering dozens of transactions to completion. In our conversation, David explained that the company is not transaction oriented, but more about more about helping companies to grow. He has worked with many clients for decades. That’s the guiding principle for why he started Capstone. Oher highlights of the conversation include: David’s philosophy is to help clients implement their dreams and how to position their company to reach them. The company works more on the sell side and helping companies that want to divest all or part of their business. How the pandemic has put the spotlight on the opportunity to move to the middle. How great companies have failed because of the lack of ability to adapt. Four areas to consider when being on the sell side of a company. The challenge facing Baby Boomers since 72 percent don’t have a succession plan. Family businesses should be proactive in the next chapter for the ownership of their company. Enjoy the show! Connect with David: Website: https://www.capstonestrategic.com/ Connect with Matt: Website: https://www.mattchanceylive.com/home1615404071938 Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 05: An M & A Strategist Speaks on Real Due Diligence. Mar 30, 2022

Episode 05 An M & A strategist speaks on real due diligence. Featuring Jonathan Wilson, Dubb Value Creation – Alpha Tax with Matt Chancey Jonathan Wilson, M & A, strategy and operations specialist, creates organic and inorganic value creation for start-up, Fintech, and more traditional organizations. He currently runs his own M&A and strategy consulting firm, Dubb Value Creation, based in Los Angeles. Prior to starting his company, Jonathan spent most of his career working with Fortune 500 companies as a management consultant for Accenture and Deloitte, partnering with division-level and corporate-level client executives within trailblazing organizations. Jonathan holds an MBA from the UCLA Anderson School of Management with a concentration in General Management and International strategy. Jonathan is also passionate about diversity and inclusion issues and currently serves as Chair of the Social Justice Task Force for the City of West Hollywood and President of the UCLA Anderson Black Alumni Association. Highlights of our conversation include: How he put together his team at Dubb Value and how they serve great clients. The importance of understanding both the buyer and seller perspectives. Do the due diligence on a company and don’t look at just the financials. What to look for during due diligence and culture fit isn’t always important. The definition of work stream. Supply chain considerations. Every business owner should think of their exit plan at the start of operations. Use a consultant to help you determine the blind spots for achieving your vision. Enjoy the show! Connect with Jonathan: LinkedIn: https://www.linkedin.com/company/dubbvalue/ LinkedIn: https://www.linkedin.com/in/jonathan-wilson-dubb-value/ Connect with Matt: Website: https://www.mattchanceylive.com/home1615404071938 Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 04: Being Charitable - Raising More Money with other People’s Money Mar 23, 2022

Episode 04 Being charitable - raising more money with other people’s money. Featuring Randy Fox, Partner, Two Hawks Consulting – Alpha Tax with Matt Chancey There are very few people who really understand or have the depth of knowledge to handle wealth transfer of high-end estates. Randy Fox is a Certified Financial Planner and Credited Estate Planner is one of the nation’s leading experts on advanced estate planning and planned giving. He is a partner at Two Hawks Consulting and founded the Ten Billion for Charity movement. Randy is also a regular contributor to the Wealth Management website and Editor at Large of the Planned Giving Design Center. The conversation goes in depth with a case study, along with other important information. Highlights include: The lack of advisors who have the knowledge to help high-net worth families. An explanation of a Donor Advised Fund, DAF. The difference between a Charitable Remainder Trust, CRT, and a Pooled Income Fund. A case study walk-through when someone has some charitable intent and wants to avoid capital gains. The strategy of tax deductions and examples of pay outs. A software tool to hope other professional advisors like a CPA or attorney. Enjoy the show! Connect with Randy: Website: https://www.twohawksconsulting.com/about-us Connect with Matt: Website: https://www.mattchanceylive.com/home1615404071938 Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 03: Sharing 30 Years of Insights as A Due Diligence Professional Mar 16, 2022

Episode 03 Sharing 30 years of insights as a due diligence professional, with L Burke Files, Knowledge Specialist, International Finance and Due Diligence – Alpha Tax with Matt Chancey Private party due diligence exists, but the average person may not know that it exists. People think that if they have an accountant and a lawyer, it’s enough, but it’s not. L. Burke Files is an international business professional focused on due diligence, financial investigations, and supporting owners growing their business with a team of seasoned experts in branding, marketing, and customer acquisition. He has run cases in over 136 countries and is also the authors of the multi award-winning book, Due Diligence for the Financial Professional. Our conversation covers cases studies where Burke has found issues that help investors make associated risks. Highlights include: The widget case and implications. Why independent third-party fact checks are necessary in the private market. An example of an acquisition investigation. Lessons learned from the book, Thinking Fast and Slow. The importance of making decisions based on facts, not biases. More great stories, teaching and the certification process. Enjoy the show! Connect with Burke: Website: https://www.burkefiles.com/ Connect with Matt: Website: https://www.mattchanceylive.com/home1615404071938 Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 02: A Deliberate and Calculated International Growth Strategy Mar 09, 2022

Episode 02 A deliberate and calculated international growth strategy, with Mark Dohnalek, President and CEO, Pivot International – Alpha Tax with Matt Chancey Mark Dohnalek is President and CEO of Pivot International, a collaborative product design, development, and manufacturing firm. The US based company has 17 offices across three continents. Mark has led the company’s growth and strategic acquisitions to expand their innovative capabilities and global offerings in manufacturing, engineering, biometric security, industrial, consumer and medical products solutions. In the past four years, the company has made nine acquisitions. In our conversation, we spoke about Mark’s strategy, the company’s services, and its groundbreaking innovations. Highlights include: Why the acquisitions and integrations are so successful. How the company overcame manufacturing challenges because of Covid. Dealing with employee retention issues today. The importance of long-term and global relationships. The Internet of Things, IoT, and the balance between humans and technology. Groundbreaking products in critical care prescriptions. Enjoy the show! Connect with Mark: Website: https://www.pivotint.com/ Connect with Matt: Website: https://www.mattchanceylive.com/home1615404071938 Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep 01: How an Attorney and CPA Look at The Same Situation Through a Different Lens Mar 02, 2022

Episode 01 How an attorney and CPA look at the same situation through a different lens, with Roman Basi, President at the Center for Financial, Legal and Tax Planning – Alpha Tax with Matt Chancey Welcome to the premier episode of Alpha Tax with Matt Chancey, an expert who works with high income and high net worth clients nationally to legally reduce taxes on income or capital gains. The first guest is Roman Basi, President at the Center for Financial, Legal and Tax Planning, based in Illinois and jurisdictions in Arizona, Florida, Illinois, Missouri, and New York. Working with his company is different because his team includes both CPA and legal licenses, so things work efficiently. Roman is also a licensed Certified Public Accountant, and a licensed Managing Real Estate Broker in Illinois with Heartland Realty and Rentals, a licensed Real Estate Sales Associate in Florida, a licensed Title Insurance Agent with ATG Fund, Inc. Illinois and The Fund, Florida, and a licensed Private Pilot with an Instrument Rating. Roman has worked on a variety of business transactions and has lectured to various regional and national audiences throughout the country, including extensive work in the continuing education field for Attorneys and CPA’s and has provided education necessary for the Voluntary Tax Return Preparer Registry with the IRS. In our conversation, Roman shares his wealth of information and opinions, including: Interest rates, deal structures and working capital issues. The importance of working capital structures when negotiating the sale of a business. A case study of showing a client how to revise their business valuation and the tax analysis to create a counteroffer. Opinions on interest rates from a historical viewpoint. Understanding deal structures with case study examples. Considerations when making valuations. How a potential client works with the company. Please share your thoughts on this episode and enjoy the show! Connect with Roman: Website: https://www.lawline.com/lawyer/roman-basi LinkedIn: https://www.linkedin.com/in/mattchanceycfp/ Connect with Matt: Website: https://www.mattchanceylive.com/home1615404071938 Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Trailer: Welcome to Tax-Alpha Solutions. Strategies of the 1%. Feb 16, 2022

Welcome to the Tax-Alpha Solutions podcast, helping investors turn tax savings into wealth, hosted by Matt Chancey. Matt is a tax-shelter consultant, author & regular contributor for most of the largest media outlets including Forbes, CNBC, Barrons, the Wall Street Journal and Investment News, to name a few. On the show, Matt brings together experts to share with you their experience and success along with strategies of the 1%. Learn more about your ad choices. Visit megaphone.fm/adchoices

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