Mar 17, 2015
Michael Bader is a professional advisor at BarthCalderon LLP. As a Certified Public Accountant, Michael has dedicated many years of service to families as a trusted partner in finding customized solutions to life's challenges. He provides a multi-disciplinary approach to estate & trust settlements, asset protection, business formations, successions and dissolutions, estate planning and tax strategies. Michael oversees the firms planned giving advisory department in addition to providing estate planning and estate and trust administration. Academic Recognition Law Review American Jurisprudence award recipient in estates and trusts American Jurisprudence award recipient in federal income tax American Jurisprudence award recipient in corporate taxation Education Juris Doctor, Whittier College School of Law, Los Angeles, CA Masters in Business Administration, California State University Fullerton Bachelor of Arts in business administration with emphasis in accounting, California State University Fullerton Associations Member American Institute of Certified Public Accountants Member of the Association of CPA Financial Planners Past chair for the committee on financial literacy, California Society of CPAs Past secretary and member for the state committee on personal financial planning, California Society of CPAs Past state committee member on estate planning, California Society of CPAs FREE WebEstateGuide for CREPN Listeners
Mar 11, 2015
CREPN Radio Guest Kevin J. Connolly is a 1985 graduate of Fordham University School of Law. He began his career as a real estate lawyer at the firm of Stroock & Stroock & Lavan, where he became the principal in charge of construction law. He recognized at an early date that construction and insurance have a strong connection, If you are IN the construction business And you are not properly insured, Then sooner or later you will be OUT of business, Likely with a bang. Recognizing that connection led Mr. Connolly to enroll in the American Institute for Property-Casualty Insurance in order to receive the same training as an insurance underwriter that is taken by insurance professionals. He recognized that just as we coordinate all the construction documents that go into a contract, so, too, it is crucial to coordinate the terms of the contract with the insurance coverage Lawyers are notorious for cooking up insurance requirements that have no relation to the insurance market. The lawyers’ forms are out of date and often no effort is made to ensure that the insurance program can be made to work. He also learned that other peoples’ insurance must be vetted with a hawk’s eye and an attention to detail. He adopted a mantra that he adheres to to this very day. RTFP Read the FINE policy. There is no substitute for reviewing the actual insurance policy and making sure that it corresponds to the insurance program that is embedded into contracts. Mr. Connolly has found that working out the details in an insurance program before any claims are presented makes a remarkable difference in getting insurance claims handled and paid with a minimum of disruption.
Mar 10, 2015
CREPN Guest Harry Barth is the founding member and the Senior Partner in the firm BarthCalderon, LLP. Harry has more than 40 years of experience counseling franchisees, property owners, business owners, corporations, individuals and families. He has distinguished himself by being an asset protection advocate. He has co-authored a book, " Planning Today For All Your Tomorrow's, a Practical Guide to Help High Income and/or High Net Worth Clients". Important Asset Protection topics we will cover; + Distinction between your business and personal holdings. + Different kinds of creditors and the risk they pose to your property and business. + Choosing proper business structure to minimize your liabilities. + Foreign and domestic tools and techniques. + Estate planning as part of asset protection. + Proper legal entity for your property. + Common mistakes made in setting up and administering LLC's. FREE WebEstateGuide for CREPN Listeners
Feb 19, 2015
Guest Peter Harris dives into the mechanics, conditions, timelines, whys and why nots of 1031 exchanges. If you are a property investor and intend to keep your accumulated wealth, you must know the 1031 Exchange. SPECIAL OFFER Peter Harris is a leading expert in the field of commercial real estate investing. His experiences include: Acquiring more than 1000 residential apartment units across the United States, totaling over $20 million in investments. Sperry Van Ness Commercial Real Estate and Coldwell Banker agent having specialized in buying and selling commercial real estate. Personally mentored hundreds of commercial real estate investors nationwide since 2003. Developed educational materials and advised the staff of Robert Kiyosaki’s ‘Rich Dad organization’ and Donald Trump’s ‘Trump University’ on how to most effectively coach and train on commercial real estate investing. Co-author with Donald Trump of the program “Three Master Secrets of Real Estate Success”. Co-author of the # 1 best selling book, “Commercial Real Estate Investing for Dummies”. Author of the # 1 Amazon Kindle best seller “Commercial Real Estate for Beginners”.
Feb 11, 2015
Guest Brent Sobol of Sobol Realty and Legacy Community Housing Corporation provides insight into crime problems in apartment commuities, stories about properties he has successfully turned to crime free, and steps that landlords and management can implement to change their property from a crime zone to a crime FREE zone. Brent has ownership in 3000 units and is actively engaged in the daily operation and management of property in Atlanta, GA. Brent's non profit organization promotes respectable affordable housing as well as educates the apartments industry on crime free housing best practices. Brent is active in Habitat for Humanity, Junior Achievement and other service organizations, Brent was the recipient of the J.C. Penney United Way Volunteer of the Year Award as well as the Congressional Silver Medal for over 500 hours of volunteerism. In 2007 and 2008, Brent was a back to back winner of the highest professional honor in the apartments industry, the National Apartment Association (NAA) Paragon Award. In 2009, the Atlanta Police Department bestowed upon Brent the first ever Citizen of the Year Award for pioneering efforts to reduce crime and create safer neighborhoods in Southwest Atlanta. Brent is a third generation real estate professional, Brent holds a Georgia real estate license and is a member of the Atlanta Apartment Association, Atlanta Jaycees, Washington University Regional Alumni Board. He has taught real estate investing and property management to numerous groups and in conjunction with the Georgia Real Estate Investors Association and NAA.
Jan 28, 2015
Guests: Allen C. Buchanan joined Lee & Associates, Inc. - Orange in 1984 after five years in the consumer goods business with Procter and Gamble Distributing Company and the E and J Gallo Winery. Mr. Buchanan has spent his real estate career in the industrial arena in North Orange and West Riverside County. His specialties include user representation, owner representation and investment sales. Mr. Buchanan became a shareholder in Lee & Associates, Inc. - Orange in 1988. Since then, Mr. Buchanan has ranked within the top five producers of the Orange office for eight of the past nine years and was the Top Industrial Producer in 1991, 1993, 1995, 1996, 1999, 2004, 2010, and 2012. We discuss the Industrial and Warehouse Commercial Real Estate Market and some Political & Economic conditions affecting the market. For more information on Allen, go to: allencbuchanan.com
Jan 15, 2015
Happy New Year! It's a new year and time to set our goals. Business Consultant Gary Furr with The Growth Coach discusses the elements of a business plan and the importance of a clear focus in order to reach our goals. Listen to Gary and gain insight to the need for an honest appraisal of where you are in both your personal and business life in order to make this year the best. Gary also provided a FREE Business Plan available at the link below https://qc115.infusionsoft.com/app/form/free-business-plan