The Confident Retirement

Latest Episodes:

Ep 071: Calm in the Chaos Sep 22, 2022

Show notes

Jason S. Weiss is a litigator who handles all aspects of business and commercial litigation. He was recently appointed as a Board Member of Benefits Specialist Inc. and voted President of Leadership Coral Springs Class of 2011. Jason is also a former adjunct professor of Sports Law at Nova Southeastern School of Law, a former adjunct professor of the graduate level course Sports Law at St. Thomas University and a former judge for the Broward County Teen Court Program.

He serves as a legal advisor to professional athletes, performers and entertainers in all aspects of their professional and personal activities. Jason has been selected by Super Lawyer magazine as a Rising Star in 2009, 2010 and 2011.

His areas of concentration include Commercial/Business Litigation, Sports and Entertainment, Business Transactions, American’s with Disabilities Act cases, Consumer Protection, Landlord/Tenant Matters, Medical Marijuana, Personal Injury and Real Estate Litigation.

Listen to this informative The Confident Retirement episode with Jason Weiss

about being calm counsel in chaos.

Here is what to expect on this week’s show:

● Common misconceptions people have about Jason

● Jason’s passion outside of law

● Unique factors in dealing with sports & entertainment clients

● What is elder abuse?

● Jason’s biggest challenge and obstacle

Connect with Jason:

https://www.jswlawyer.com/

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Ep 070: Tax Resolution from the Heart Sep 15, 2022

Show notes

Maryam Golbarg is a tax resolution attorney and an Enrolled Agent and is authorized to represent taxpayers in all 50 U.S. States before the IRS and state tax authorities with years of experience negotiating with the Internal Revenue Service and State taxing authorities

Prior to the Law Offices of Maryam M. Golbarg, P.C., Maryam spent more than seven years working with two large tax resolution companies and a law firm specialized in tax resolution.

Her practice is solely tax resolution, and she has represented hundreds of clients before the IRS and State taxing authorities.

Maryam grew up in Iran and graduated from the University of Tehran in 1999. After moving to the United States, she received her LLM (Master degree) in Civil and International Human Rights Law from the University of Notre Dame Law School in 2005. Maryam spent a few years in the human rights field before transitioning into the tax industry. Maryam’s passion for human rights has travelled with her and is now a big part of her tax resolution philosophy.

Listen to this informative The Confident Retirement episode with Maryam Golbarg about legal tax issues.

Here is what to expect on this week’s show:

● How to walk a client through the process of being audited.

● How to help a client deal with the emotional rollercoaster.

● How do you know if you’re getting an incomplete return?

● What is a tax lien and what can it be used for?

● Simple things a US citizen can do to make filing easier.

Connect with Maryam:

Links Mentioned:

https://mytaxreliefattorney.com/

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Ep 069: How Does Business Intersect with Estate Planning? Sep 08, 2022

Show notes

Clayton Cruse is the Managing Partner of The Estate, PLLC, a family-owned and operated tax law practice located in Houston, Texas.

Taking a holistic, family-first approach, Clayton assists families, small businesses, and families with small businesses to live and operate more tax efficiently, plan for the future, and build a family legacy through careful estate, business, and tax planning. Clayton is also heavily involved in the world of cryptocurrency from a legal and business perspective. So that they may better serve their clients, Clayton teaches tax professionals the basics of cryptocurrency and blockchain transactions, regularly consults on complicated cryptocurrency-related tax matters, and advises integrating cryptocurrency into estate plans and businesses.

Listen to this informative The Confident Retirement episode with Clayton Cruse

about estate planning and blockchain.

Here is what to expect on this week’s show:

● Clayton went from athletic trainer to attorney.

● How to handle a husband and wife dynamic.

● Clients shouldn’t be treated as transactions. Each case is different.

● Clayton tells us about blockchain and cryptocurrency.

● His biggest hurdle is implementing and understanding new tax laws.

Connect with Clayton:

Links Mentioned:

https://www.theestateesq.com

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Ep 068: Changing Lives through Tax Strategy Sessions Sep 01, 2022

Show notes

Dr Courtney Epps, EA is a tax strategist, international speaker, and author of the Best Selling books More Relaxing Less Taxing & What’s Your Plan B?. She owns a full-service accounting firm in South Carolina and serves clients in every state. She has owned her practice for nineteen years. What sets their firm apart is the tax strategy that it offers to clients as the focus is not just to prepare returns but to free up money legally, morally and ethically. She has developed a broad expertise in industries including traditional, home-based, and network-marketing businesses. She works with clients from start up to $100 million companies. Courtney's Mission: To Teach more people on how to free up money through tax strategy, so that we can help more, have more, so that they can live more, and give more so that we can feed more children, free more children and provide more safe drinking water. Courtney has figured out a way to combine your passion with your profits as she truly believes that by creating a social business entrepreneurs can change the world.

Listen to this informative The Confident Retirement episode with Courtney Epps

about confessions of a tax strategist.

Here is what to expect on this week’s show:

● Originally, Courtney wanted to be an anesthesiologist

● At heart she is a serial entrepreneur with past investments in retail, wholesale, and an insurance agency

● Courtney is also a public speaker

● The biggest misconception is that their accountants are supposed to save them money

● Once you hit $15,000 NOI you need to be an S-corp

● Her thoughts on the 87,000 new IRS agents just hired

● The reason for her mission

Connect with Courtney:

Links Mentioned:

https://otbtax.com

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Ep 067: Ins & Outs of Family Business Formation & Continuity Aug 25, 2022

Show notes

Brent W. Nelson is a partner at Rimon, P.C., practicing in Arizona and Colorado. A select group of U.S. and international individuals, families and financial institutions work with Brent on their complex tax, estate planning, and family business matters. Collectively, Brent’s clients live, invest, or have family on every inhabitable continent in the world. Brent is an ACTEC Fellow, the former Chair of the State Bar of Arizona, Probate and Trust Section, an author for Thomson Reuter’s Arizona Estate Planning and Probate Handbook, and the host of the Wealth and Law Podcast.

Listen to this informative The Confident Retirement episode with Brent Nelson

about family business topics.

Here is what to expect on this week’s show:

● Raised on a farm in the sweltering heat motivated Brent to pursue law.

● Be patient is his advice to younger self

● What happens to a business when the principal becomes incapacitated?

● Finding the right staffing is Brents biggest challenge

Connect with Brent:

Links Mentioned:

@WealthAndLaw

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Ep 066: Property Taxes, HOA Disputes and Estate Planning 101 Aug 18, 2022

Show notes

Lauren Cadilac owns and operates Cadilac Law, PLLC, based in Oak Cliff, Dallas, Texas: www.CadilacLaw.com Cadilac Law, focuses on real estate, probate, and estate planning. Additional services include business planning, bookkeeping, audits, and bankruptcy. In 2019 Cadilac Law, was chosen by the City of Dallas to develop and manage their title clearing program which has reached over one-hundred applicants in its first six months (May-Oct., 2020).

Lauren is a native Texan who was raised in Arizona and came back as fast as she could. Since 2012, she’s been a proud citizen of Oak Cliff, Dallas.

Listen to this informative The Confident Retirement episode with Lauren Cadilac

about her business workings, the good and bad.

Here is what to expect on this week’s show:

● A horrific accident changed the course of her life

● Being a business owner allows her freedom

● Biggest misconception is that an attorney will coddle their client

● Her favorite clients are entrepreneurs and elderly

● Property tax protest insights

● Lauren doesn’t love HOA’s

● Your power of attorney is CRITICAL

Connect with Lauren:

https://cadilaclaw.net/

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Ep 065: When Business Change is Necessary but not Easy Aug 11, 2022

Show notes

Patricia Mathews, Principal Consultant with Workplace Experts, LLC, has over forty years of experience in Human Resources management and consulting. Her clients have included union and non-union, for profit and nonprofit, and public and private sector organizations.

Pat served as Vice President of Human Resources for the Argosy Gaming Company in Illinois; and Human Resources Director for Anheuser-Busch Companies, Inc. She received her MBA in Operations Planning and Controls from the State University of New York at Buffalo.

Pat was recognized as 2020 HR Professional of the Year by the Sarasota-Manatee HR Association. She served on the Board for the Manatee County Habitat for Humanity for six years, was a 2013 and 2014 Sarasota Woman of Influence, served on the grant committee for the Sarasota Arts and Cultural Alliance, and was the 2011 President of the Sarasota-Manatee Human Resources Association during which time the association received the Gold Award from the Society of Human Resources Management (SHRM) for outstanding achievements in chapter operations.

A published writer on HR topics, she has appeared as an HR expert in the media and has been a guest speaker locally and nationally.

Listen to this informative The Confident Retirement episode with Patricia Mathews

about human resources from decades of experience.

Here is what to expect on this week’s show:

● How working for fortune 100 firms exhausted Pat to the point of starting her own business and that she wish she did it earlier.

● Pat enjoys HR audits and organization development the most.

● Her ideal business to work with is 100 – 300 employees.

● Employee retention starts with proper recruiting.

● Incentives for employees work for motivation.

Connect with Patricia:

https://workplacexperts.com/

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Ep 064: When the IRS comes knocking. What to do next? Aug 04, 2022

Show notes

Drawing on 25 years of experience, Brian focuses his practice on representing clients in IRS tax controversies and tax litigation opposite the IRS and the Department of Justice, advising nonprofit organizations on tax and governance matters and helping businesses navigate state and federal appeals.

Listen to this informative The Confident Retirement episode with Brian Bernhardt

about dealing with the IRS and tax issues.

Here is what to expect on this week’s show:

- Former trial attorney with IRS.

- The people you work with are more important than you think

- Older Brian knows the benefit of a broader brush stroke.

- Why Brian gives estimates upfront to help both parties.

- Covid caused and established long delays with IRS.

- IRS employees are people too. The nicer you are the better.

- Third party bookkeeping is a must.

-Crypto currency is a big opportunity for legal in future

Connect with Brian:

https://www.foxrothschild.com/

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Ep 063: Three Biggest Retirement Mistakes to Avoid Jul 28, 2022

Show notes

Kris has been in the financial services industry since 1999. He currently carries the Chartered Retirement Planning Counselor(CRPC) Accredited Investment Fiduciary(AIF) and Behavioral Financial Advisor (BFA) designations. He has co-authored a book on personal financial planning.

Outside of work, Kris enjoys family, golf, music, reading and exercise. He and his wife, Meg, live in Bradenton with their four children.

Listen to this informative The Confident Retirement episode with Kris about the three biggest retirement mistakes to avoid

Here is what to expect on this week’s show:

- Reasons to begin or wait on your social security payments

- Three types of retirees

- Risks constrained investors have

Connect with Kris:

Links Mentioned:

https://www.lpfadvisors.com/

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Ep 062: When Picking an Attorney is like Hitting the Lottery Jul 14, 2022

Show notes

Matthew Eyet received his law degree from Widener University School of Law, where he graduated first in his class and received the prestigious Valedictorian Award. During law school, he participated in the Moot Court Honor Society and was a member of the Law Journal. As a member of the Moot Court Honor Society, his team received the Best Brief Award at the Jerome Prince Evidence Competition at Brooklyn Law School. Following his law degree, Matthew earned his Masters of Laws (LL.M.) in Taxation from New York University School of Law.

Listen to this informative The Confident Retirement episode with Matthew Eyet about life as a tax attorney and his relationship with clients.

Here is what to expect on this week’s show:

- Matts Masters in Tax law journey

- Mimicking his biz model as a concierge doctor

- Pro bono work is very satisfying

- Ideal client is a business owner

- Being a younger attorney doesn’t mean inexperienced

- Biggest questions for clients

Connect with Matt:

Links Mentioned:

https://eyetlaw.com

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