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Tax-Alpha Solutions — Business
Tax-Alpha Solutions

Welcome to The Tax-Alpha Solutions podcast with Matt Chancey. Matt introduces listeners to tax-advantaged strategies, and how to keep & grow more of your money. Matt Chancey has helped his clients save tens of millions of dollars and has coached other high-net-worth individuals how to do the same. On the show, Matt shares his expertise on how to defer, reduce or eliminate taxes using legal tax shelters for high income earners, passive income or capital gains. Guests on The Tax-Alpha Solutions podcast include experts in their field who have succeeded in helping their clients and can share their secrets so you can do it too. Tune in each week for a dynamic conversation about growing your wealth by using legal tax shelters. 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.

Latest Episodes:

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

Show notes

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

Show notes

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

Ep42: Confirm through Due Diligence Dec 14, 2022

Show notes

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

Show notes

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

Show notes

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

Show notes

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

Show notes

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

Show notes

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

Show notes

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

Show notes

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

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