Smallbiz America

Smallbiz America with David Wolf: 03/31/2018

Our guest on this segment is a top tax attorney who practiced as a CPA before becoming a tax attorney. Steve Moskowitz has spent 30 years with one goal in mind: to help businesses, entrepreneurs and individuals successfully navigate an incredibly complex tax code, to legally minimize or avoid taxes that will be paid by those less informed. With three decades of practical and in-depth experience Steve has earned a reputation as a respected authority on a variety of tax, legal and accounting matters and has been quoted by the New York Times and CNN Money. Steve uses his powerful, in-depth knowledge of tax law to thoughtfully strategize on how to make the tax law work for his clients. He understands firsthand the strength and endurance it takes to run a business, but he also knows that the biggest mistake clients make is giving in to the confusion and overwhelming pressure of trying to solve complex tax issues alone. www.moskowitzllp.com Here are some of the areas Steve covered or has expertise in: -

For 30 years, Dr. Pamela Dennis helped some of the world’s top leaders successfully lead their organizations—from global Fortune 100 companies such as GE, Merck, JP Morgan, GM, Turner Broadcasting, to emerging companies and closely held partnerships. She speaks to international and national organizations on leadership and change, specifically on leading transitions. Pamela is affiliated with the Women’s Council of the Leeds School of Business, which supports developing women in leadership at the University of Colorado, and holds a PhD in Organization Development and Education from the University of Colorado. Pamela lives in Boulder, CO. www.pameladennisphd.com

Our guest on this segment is one of the nation’s most sought out business and motivational keynote speakers. Samantha (Sam) DeBianchi founded DeBianchi Real Estate in July 2011, with the idea that her unique background in hospitality and passion for real estate could help her provide the market with an innovative real estate buying and selling experience second to none. Today Sam represents athletes, entrepreneurs, investors, and locals and provides all of her clients with the bestin- class service. She writes and speaks frequently about the housing market on FOX News, FOX Business, CNBC, CNBC World and Bloomberg. Her expert advice and opinions have been featured on major media outlets including Forbes, Bloomberg, Huffington Post, FOX News, FOX Business, CNN Money, AOL, and Yahoo as well as in various publications, radio shows and television networks across the globe. Sam is also the First Lady of Million Dollar Listing Miami on Bravo TV. As the Millennial Millionaire of the money-saving busines

Rosie Bank has been helping people live more successfully in their bodies since the mid1970's. The author of four books, an international speaker, and a Board Certified Integrative Nutrition Health Coach, Rosie leads her clients to get on the same page with their bodies and their health. Working with busy professionals, Rosie helps you connect the dots between your health and your productivity and your bottom line. www.rosiebank.com

Our guest on this segment is Michelle D. Miller, the Founder and CEO of the High Desert Discovery District aka (HD3), the first startup accelerator in New Mexico with the purpose of commercializing and bringing to market technologies created in New Mexico that will become high growth companies. HD3 is an ever-expanding network of some 400+global investors, management experts, business achievers, experienced entrepreneurs, technical experts and mentors/advisors to the startups HD3 is accelerating at any given time. Each year, HD3 selectively adds up to 23 new promising startups to its portfolio, and then drives their growth alongside their innovator/founder/entrepreneur. Since its founding, HD3 has been instrumental in raising some $10M+ in equity investment and operating capital for its startups. Of note - Michelle is also the acting CEO for one of HD3’s portfolio startup companies, Innate Immunity LLC – an AG biotech startup founded in 2016. www.hddd.org

Suzanne Paling, a recognized leader in sales management, has over 25 years of experience in sales management consulting and coaching. She has helped more than 55 companies improve their sales performance and processes. Clients include product and service firms in the manufacturing, software, publishing, distribution, medical, and construction industries. Docurated selected Suzanne’s blog as one of their “Top 50 Sales Management Blogs.” She writes for Entrepreneur.com and American Business Magazine, publishes a monthly newsletter and was profiled in The New York Times Small Business column. Suzanne is the author of two award-winning books The Accidental Sales Manager, (Entrepreneur Press) and The Sales Leader’s Problem Solver (Career Press). www.salesmanagementservices.com

Our guest on this segment was born and raised on Long Island, NY and made a drastic change in career when he transitioned from NY police officer to an expert in economics, accounting and tax planning. Our guest is Craig Cody - The Company is Craig Cody and Company His firm’s philosophy is to find ways to legally reduce tax liabilities and keep more of what their clients earn in their own pockets. Each new client, corporate and personal, is given a tax analysis in which we review prior tax returns as well as current financials in order to identify missed opportunities and prior mistakes which resulted in unnecessary tax expenditures. In addition to tax planning, we offer traditional tax services and off-site CFO services. With my dedicated and passionate team we are able to provide daily guidance and advice to business clients. I still maintain the same type of rush and dedication to saving clients thousands of dollars in tax and seeing the look of delight on their faces. VISIT THIS LANDING PAGE AND GET

Our guest on this segment is an author, international speaker, and executive advisor. With 25 years of C Suite experience, Jerome is a seasoned authority in executive performance, organizational culture, and leadership development. As a serial CEO, Jerome has launched and led two not for profit organizations and two profit businesses. He is gifted at masterfully writing and speaking with authenticity, and loves to share both the successes and failures of his own entrepreneurial journey. With more than 2600 presentations, he knows how to leverage the power of story to engage audiences and create transformative moments. Jerome is the global authority on Executive Fatigue, marshaling his more than 25 years of experience to ensure business owners, executives, and leaders at every level stay at the top of their game to create lasting success. Jerome is the CEO of The Epic AdvantageTM, and currently serving as the President of the National Speakers Association New Mexico Chapter. www.jeromewade

OUR GUEST ON THIS SEGMENT IS THE CO-FOUNDER OF BOUTIQUE-BAR - THE COMPANY APPEARED ON SHARK TANK THIS PAST SUNDAY, JAN 21st AND WAS ULTIMATELY FUNDED BY MARK CUBAN. JOINING US ON THE LINE ARE DAVID YUSUF AND SAL AZIS, WHO SUCCESSFULLY BUILT A FAST GROWING COMPANY BY PAYING ATTENTION TO THE DETAILS AND TAKING TIME TO GET TO KNOW THEIR CUSTOMERS. www.BouquetBar.com

Ben Cutler is the senior director of small business risk management for LexisNexis Risk Solutions. He is passionate about leveraging data, technology and advanced analytics to bring more micro and small businesses into the financial system so that they can make more products, hire more people and grow. www.risk.lexisnexis.com

Mac Prichard is the founder and publisher of Mac 's List, an online community for people looking for rewarding, creative, and meaningful work. More than 80,000 people a month visit the site, which includes a job board, a blog and course s about the nuts and bolts of job hunting and career management. A leading career expert, Mac helps people who are looking for a job during all of life' s transitions: millennials getting a first job, midlife professionals switching sectors, parents getting back to work after raising a family, or baby boomer s who want to change careers. Mac is proud to own two registered B-Corp companies, which use the power of market s to solve social and environmental problems. He is the author of Land Your Dream Job Anywhere and host s the weekly podcast, Find Your Dream Job. CONNECT WITH MAC: Address: 620 SW Fifth Avenue, Suite 702, Portland, OR 97206 Email: mac@prichardcommunications.com Office: 503-517-2772 Cell: 503-913-9382 Website: macslist.org Twitter:

Thom King founded Steviva Brands in 1999 when his passion for food and his concern about the explosion of metabolic diseases united in a mission to provide consumers healthy alternatives to sugar. Steviva’s mission is to disrupt the manufactured food supply by assisting food companies in replacing sugar and high fructose corn syrup in their products. Focusing on simple, elegant solutions that yield a dramatic impact, Thoms’s his work is responsible for food manufacturers creating products that contain 50% - 90% fewer sugars. Thom is also a brilliant resource for the home cook in modifying decadent recipes to minimize the negative impact of sugar without sacrificing their favorite foods. A serial entrepreneur, Thom is part CEO, part personal development wonk, and part biohacker-info geek. www.steviva.com

Our guest on this segment is the CEO of Double Forte PR & Digital Marketing; an acclaimed communication strategist, she’s known for her practical solutions to big problems. Her company works with some of the top consumer and technology brands in the country. Lee Caraher is the author of Millennials & Management based on her experience with failing and then succeeding at retaining Millennials. Her next book, The Boomerang Principle will be published in April 2017. Lee has a reputation for building cohesive, high producing teams who have fun together at the same time. She is a straight talker who doesn't hold too many punches, although she does her best to be pleasant about it. Her big laugh and sense of humor have gotten her out of a lot of trouble. She's is the author of Millennials & Management based on her experience with failing and then succeeding at retaining Millennials. She’s also the author of The Boomerang Principle published in April of this year, 2017 Lee is active in the co

Our guest on this segment is an educator, facilitator, and author with a Fortune 1000 background. For more than 30 years, Maxine Swisa has been directly implementing educational instruction, curriculum development, and training worldwide. Her passion is to enhance the communication skills of everyone she touches to facilitate greater collaboration and understanding. Maxine has just published her second book, BREATHE, Centered around the acronym B.R.E.A.T.H.E - which is an easy to follow self-help guide for reducing stress and achieving mindfulness in daily life. The book draws upon the wisdom of spiritual teachers, including the Dalai Lama and Deepak Chopra, and the lessons the author has learned from her own life. www.maxineswisa.com

Our guest on this segment has spent most of his life observing how connectedness motivates people to be who they are. As an entrepreneur he created relationships that empowered two businesses in Saint Louis over a 35 year period; one in residential interior design, and in tandem a custom furniture design business. He opened himself to empower personal and professional relationships through the practices of empathy, compassion, and imaginative solutions to their desires. Starting in 2003 his spiritual journey has been one of conscious awareness. This has revealed the human ability to design the interior of their mind, to actually design how they want the mind to create their future growth and prosperity. Kerry arrived in Indianapolis, via Chicago, the College of Metaphysics and Saint Louis. His vision includes inspiring and leading the Indianapolis community to transform the way they cause excellence in every aspect of their life. He wants people to experience higher, expanded consciousness. He knows

Jordan Goodman has spent the past 40 years focused on one mission: to help Americans do better with their money. In a career spanning newspapers, magazines, books, radio, television, live events, teleseminars, and the Internet (www.moneyanswers.com), he has helped millions of people to solve their financial problems and realize their financial dreams.

http://crestcomleadership.com/ Our guest on this segment is is owner of D. Gene Alliance, a business solutions company which owns the Indiana license of Crestcom International. They are a global leadership development organization established in 1987. Darryl Warren began his 33 year plus career at Olin Chemical in Industrial Relations including work in Sales & Marketing Darryl later joined Exxon where he ultimately managed a strategic alliance of a German partner. He ended his professional sales and marketing career in business development & marketing for smaller manufactures to gain real world experience of smaller organizations. His practical experience is valuable to illustrate leadership skills as a facilitator. Individuals learn best hearing application of principals from real world stories.

Kevin started his career as a logistics officer for a SWAT team. That gave him insight into the criminal justice world and he soon found that training SWAT teams was the best way to reduce use of force while ensuring the national security of our country. Fulcrum Tactical was born out of that idea and within 18 months he took it from a charity to a for-profit company. He started investing in startups on the side but focused on Fulcrum Tactical and his new venture, Fulcrum Farms, a sustainable farm producing high quality meat and eggs for families and restaurants in the Chicagoland area. After 6 years, Kevin sold Fulcrum Tactical and moved on to investing in startups full time by starting Fulcrum Investing. He also spends his free time co-hosting a podcast called The State of Logic. www.fulcruminvesting.com/ www.thestateoflogic.com/

Kate Stalter is a licensed investment advisor representative, and the founder of Better Money Decisions, a fee-only investment advisory firm with offices in Albuquerque, Santa Fe and Scottsdale. She is an investment columnist for Forbes, US News & World Report, TheStreet.com and Seeking Alpha, and host of the America Talks Money financial podcast. She previously hosted the “Small-Cap Roundup” radio show, the “Daily Guru” feature on MoneyShow.com and served as an investing coach for Investor’s Business Daily. www.bettermoneydecisions.com Phone: (844) 507-0961 Ext. 702 Facebook: Better Money Decisions Twitter: @KateStalter LinkedIn: Kate Stalter