Confronting Infidelity and Unshared Tax Situations Between Couples with Relationship Coach, Dr. Marie Murphy
Dr. Marie Murphy is a Relationship Coach who specializes in helping people who are having affairs decide what’s truly right for them. She offers shame-free and blame-free coaching that intends to help her clients determine the best way forward for themselves and for their relationships. She holds...
5 Different Letters from the IRS – What is the AUDIT LETTER?
Allan Rolnick is a Managing Member and the Founder of TriState Tax Resolution The Tax Rescue Squad LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, focusing on serving the small business community. Allan...
Smart Financial Planning for People Under 40 with Simon Brady, Principal of Anglia Advisors
Simon Brady is the Founder and Principal of Anglia Advisors, a New York City-based Registered Investment Advisor that offers fee-only financial planning or personal finance consulting services and professional investment management. Simon is a Certified Financial Planner with extensive experience...
How to Find Tax Benefits You Didn’t Know You Deserve with Heidi Henderson, Executive Vice President of Engineered Tax Services
Heidi Henderson is the Executive Vice President and Board member at Engineered Tax Services. She helps plan for growth and operational improvements internally while working externally with investment-minded individuals to optimize their investment. Heidi also teaches over 30+ continuing education...
How to Get R&D Tax Credit for Your Small Business with Robert Curtiss of Business Group Resources
Robert Curtiss helps U.S. companies be more competitive by assisting them in getting the R&D tax credit they're entitled to. He is an Account Executive at Business Group Resources. Their company helps businesses identify and claim the incentives, rebates, and credits that Congress initially...
Why You Should Fire Your Financial Advisor with Bernard Reisz of ReSure Financial Advisors
Bernard Reisz is a CPA and a Principal at ReSure Financial Advisors LLC, where he provides financial consulting and tax advisory services. Bernard offers holistic finance and tax expertise, focusing on real estate, entity structuring, and self-directed retirement accounts. Bernard is also the...
How to Generate High-Value Real Estate Tax Benefits Through Cost Segregation with Yonah Weiss, Business Director, Madison SPECS
Yonah Weiss is a cost segregation expert, real estate investor, and people connector. He is a Business Director for Madison SPECS, where he helps clients save tens of millions of dollars on taxes through cost segregation.He helps property owners save millions of tax dollars. Yonah owns and runs...
How Non-US Citizens Can Avoid Double Taxation in U.S Real Estate Investment with Kenneth Kastner of Kastner Tax Solutions
Kenneth Kastner is an Israeli-based CPA who is an Enrolled Agent (EA) in the United States which allows him to represent taxpayers before the IRS. He is the Founder and CEO of Kastner Tax Solutions, LLC, where he provides tax preparation, personal tax planning, tax advisory, and accounting...
The Transformational Power of Podcasting for Businesses with John Corcoran of Rise25 Media
John Corcoran is a recovering attorney, and a writer, author, and a former Clinton White House writer and speechwriter to the Governor of California. He is also the co-founder of Ris25 Media, a company whose mission is to help B2B businesses connect to their ideal prospects, referral partners, and...
Investing Your IRA: The Do’s and Don’ts to Avoid Tax Liabilities with Robert Cannon
Robert Cannon is the Managing Director of Cannon Wealth Solutions, a team of Registered Investment Advisors (RIA) who helps their clients understand their finances and make sound investment decisions. They are fiduciary financial advisors who are held to the highest legal and ethical duty to...

