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, Pau...
Jan 11, 2023•44 min•Season 1Ep. 43
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, Pau...
Jan 11, 2023•49 min•Season 1Ep. 44
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...
Dec 14, 2022•25 min•Season 1Ep. 42
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. Ov...
Dec 07, 2022•35 min•Season 1Ep. 41
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...
Nov 30, 2022•53 min•Season 1Ep. 40
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...
Nov 23, 2022•28 min•Season 1Ep. 39
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 be...
Nov 16, 2022•44 min•Season 1Ep. 38
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 ...
Nov 09, 2022•50 min•Season 1Ep. 37
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...
Nov 02, 2022•48 min•Season 1Ep. 36
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...
Oct 26, 2022•38 min•Season 1Ep. 35
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 ...
Oct 19, 2022•47 min•Season 1Ep. 34
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 topic...
Oct 12, 2022•56 min•Season 1Ep. 33
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 departm...
Oct 05, 2022•44 min•Season 1Ep. 32
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 purs...
Sep 28, 2022•1 hr•Season 1Ep. 31
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,...
Sep 21, 2022•1 hr 2 min•Season 1Ep. 30
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 receiv...
Sep 14, 2022•57 min•Season 1Ep. 29
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, comme...
Sep 07, 2022•45 min•Season 1Ep. 28
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 number...
Aug 31, 2022•38 min•Season 1Ep. 27
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 ...
Aug 24, 2022•43 min•Season 1Ep. 26
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 Boar...
Aug 17, 2022•51 min•Season 1Ep. 25
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 abo...
Aug 10, 2022•52 min•Season 1Ep. 24
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 prin...
Aug 03, 2022•32 min•Season 1Ep. 23
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,...
Jul 27, 2022•49 min•Season 1Ep. 22
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, i...
Jul 20, 2022•1 hr 11 min•Season 1Ep. 21
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 Attorney...
Jul 13, 2022•51 min•Season 1Ep. 20
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...
Jul 06, 2022•43 min•Season 1Ep. 19
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...
Jun 29, 2022•45 min•Season 1Ep. 18
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...
Jun 22, 2022•26 min•Season 1Ep. 17
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 con...
Jun 15, 2022•22 min•Season 1Ep. 16
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 ex...
Jun 08, 2022•48 min•Season 1Ep. 15
