Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to cover a crucial update on the beneficial ownership interest filing. A recent U.S. District Court ruling has temporarily paused the enforcement of this filing. We'll discuss what this means for you, whether you've already filed or still need to. 

In this episode, we discuss:

• The Beneficial Ownership Interest filing requirement and its enforcement status.

• Legal entities formed before January 1, 2024, were originally required to file by December 31, 2024, to avoid penalties and fines.

• The enforcement has been temporarily blocked as of December 3, 2024, by a U.S. district court ruling in the case of Texas Top Cop Shop, Inc. v. Garland.

• The suspension of the filing requirement is temporary, and it’s unclear whether it will become permanent or lifted, potentially introducing a new filing deadline.

• The filing requirement was created as part of the Corporate Transparency Act to prevent shell companies and gather information about the owners of legal entities.

Stephanie  Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner.

Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.

Website: https://rodinlegal.com/LinkedIn: https://www.linkedin.com/in/stephanierodin/ Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/ Twitter: https://twitter.com/Rodinlegal

This week Stephanie Rodin chats with her guest, Sean O’Rourke. The two chat about their adventurous bucket list dreams, discussing everything from cross-country road trips and touching the pyramids of Giza to hiking to Everest Base Camp and exploring Easter Island.

In this episode, we discuss:

• Stephanie and Sean describe their top five bucket list items.

• Memorable Life Plans and Legacy.

• The importance of planning personal and professional goals amidst negativity.

•  They discuss how sharing their writing intentions will help turn them into reality.

• From bar muscle-ups to learning languages, Sean and Stephanie explore personal growth. 

• With all these aspirations, Sean and Stephanie stress the power of accountability.

Sean O’Rourke is a Cyber Liability consultant for Combs & Company, an insurance brokerage and consultancy for small- and mid-sized businesses.  Sean works with companies to mitigate the myriad of financial risks posed to their technology and data by internal and external threats.  Sean has been in and around IT for almost 30 years, so he has a unique perspective on cyber liability and the potential disruptions faced by businesses in today’s interconnected world.  He’s also well versed in the growing cyber regulatory landscape, lending an experienced voice to the growing obligations companies and officers face when it comes to cyber incidents.  Sean gives frequent talks on the business impacts of cyber events; he’s a long-time mentor to students at his alma mater, Washington & Lee University, and through Baruch College's Executives on Campus mentoring program; and he’s a CrossFit & Spartan coach.

https://www.linkedin.com/in/scorcyber/

This week Stephanie Rodin chats with her guest, Lola Gazivoda. The two chat about Lola's journey from a banking executive to an innovative entrepreneur, launching a company that helps dental and medical practices significantly reduce payroll costs. We explore the benefits and intricacies of offshore staffing, the importance of data security and HIPAA compliance, and how her services are making waves in the dental industry. 

In this episode, we discuss:

• Discover how Lola transitioned from a successful banking career to helping U.S. businesses, particularly in the dental and healthcare sectors, find highly skilled talent in Albania.

• Get an in-depth look at what dental practice owners should consider when thinking about offshore resources, including data security and HIPAA compliance.

• Using offshore talent can save dental practices between 50% to 80% on typical U.S. payroll costs. This significant reduction in labor costs allows practices to reinvest in their growth and operations

• Learn about Lola’s incredible journey from Albania to becoming a top banking executive in the U.S. and eventually founding Bota Consulting Group.

• Hear how Bota Consulting Group handles everything from recruitment to HR management, ensuring seamless integration and ongoing support for their clients.

Lola Gazivoda is the founder and CEO of Bota Consulting Group, an offshore recruiting, consulting, and management firm that sources top talent from her home country of Albania for remote positions with U.S. businesses, saving them 50-80% on typical U.S. payroll costs. With nearly 20 years of experience in the banking industry, Lola has an extensive background, including an 11-year tenure at M&T Bank where she served as a Senior Vice President within the Business and Professional Banking Group in Westchester. Prior to M&T, she held positions at Chase and Capital One.

Born and raised in Albania, Lola relocated to the USA at the age of 14 without knowing a word of English, starting high school in the Bronx. She is deeply proud of her heritage and actively participates in community nonprofits both within the Albanian community and the broader Greater NYC area. In 2020, she was recognized as a “40 Under 40 Rising Star” by the Westchester Business Council. Lola has served on the boards of the Childcare Council of Westchester and the Westchester chapter of Vatra, and she is currently a board member of the Business Initiative Corporation of New York and the Westchester Medical Center Foundation. She resides in Bedford with her husband John and their three children – Daniel, Nicoleta, and Julia.

Website: BotaConsultingGroup.com

Personal: https://www.linkedin.com/in/lolagazivoda/

Business: www.linkedin.com/company/bota-consulting-group

Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about the non-compete clause.

In this episode, we discuss:

• How the varying enforceability of noncompetes across states might affect a business that operates in multiple states.

• Why FTC's ruling was deemed unenforceable and null and void by the Supreme Court.

• The Supreme Court's ruling on the Loper case in July 2024 and it’s impact on other states.

• The constitutional and statutory interpretations that were questioned and why the courts found these arguments compelling.

• The potential legal advice, the importance of understanding the clause's limitations, and strategies for negotiating terms.

• The Importance of scrutinizing existing and new employment agreements.

Stephanie  Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner.

Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.

Website: https://rodinlegal.com/LinkedIn: https://www.linkedin.com/in/stephanierodin/ Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/ Twitter: https://twitter.com/Rodinlegal

This week Stephanie Rodin chats with her guest, Eric Lorenzo. The two chat about shifts in new interpretations of the rules in immigration over the last 16 years, how greatly who is in office affects those changes, and what he would change about the immigration process. In this episode, we discuss:

• How he acquired an interest in immigration, and the deep roots where that began

• What shifts he has seen in new interpretations of the rules in immigration over the last 16 years

• What changed about the immigration process during Trump’s presidency

• Why he was recruited to deal with the migrant crisis while Trump was in office

• How The Family Unity Executive Order passed by Biden impacted Lorenzo’s practice and the lives of many of his clients

• How long the process of gaining citizenship may take, based on what type of green card is being applied for and which branch of the government is being gone through

• What Eric would change about the immigration process

Eric Lorenzo has been an immigration lawyer for 16 years and currently runs his own practice in Midtown Manhattan. He has represented and consulted several small and large companies, including publicly traded companies on their immigration issues regarding their employees. He graduated from the Delaware Law School in 2007 where Joe Biden was a professor. He was recruited to work with Mayor Eric Adams’s office to deal with the migrant crisis in New York City. He has spoken numerous times on various employment based and family based immigration topics with the American Immigration Lawyers Association.

Website: https://lorenzolawnyc.com/

Disclaimer: The content of this podcast is not intended as advice, it is my recommendation when applying for any benefits with US Immigration to always speak with and retain a competent immigration attorney prior to filing.

Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about an important update concerning the New York State Health and Mental Hygiene Bill, particularly the new rules coming into effect on October 20, 2024, that impact how healthcare providers manage patient consent forms and credit card payments. 

In this episode, we discuss:

• Overview of the new rules

• Restrictions on credit card pre-authorizations

• Guidelines for assisting patients with financial products

• Separate consents for treatment and payment

• Impact on fee-for-service practices 

Stephanie  Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner.

Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.

Website: https://rodinlegal.com/LinkedIn: https://www.linkedin.com/in/stephanierodin/ Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/ Twitter: https://twitter.com/Rodinlegal

This week Stephanie Rodin chats with her guest, Ivy Slater. The two chat about the four pillars of a business - finance, team, marketing, and sales - and offers a deep expansion on all topics, offering the tools for business’ alignment, growth, and scalability, and peace. In this episode, we discuss:

• What Slater Success does, and how they help their clients to scale, ensure long-term growth, and set them up for succession planning

• What business owners should be looking to run a “good, solid company”

• What four parts of a business determine scalability

• How to make sure your marketing is working with your growth and sales

• Why infrastructure is so important to where your business is and where it’s going 

• How to bob and weave with your obstacles, and how to override fear and uncomfortability

• What you’ll find in Ivy’s new book, releasing soon

• A tip from Ivy on owning a business and keeping it in growth

Ivy Slater is a professionally certified business coach, speaker, best-selling author and podcast host. After owning and operating a 7-figure printing business, having been in the industry for 20 years, she started Slater Success which focuses on developing great leaders and facilitating business growth and expansion. Ivy holds masterminds and retreats with her private client base and corporate training on communication and strategic planning. She speaks nationwide on the topics of leadership, sustainable growth, relationships and sales.

Best Selling Author of From the Barre to the Boardroom

Website: https://slatersuccess.com/

LinkedIn: https://www.linkedin.com/in/ivyslater/

Facebook: https://www.facebook.com/slatersuccesscoaching

Instagram: https://www.instagram.com/ivyslaterssc/

Pinterest: https://www.pinterest.com/slatersuccess/

Twitter: https://twitter.com/SlaterSuccessCC

YouTube: https://www.youtube.com/channel/UCJ8b1sGnADlpFE2NrqUfToQ?view_as=subscribe

Her Success Story Podcast: https://slatersuccess.com/podcasts

This week Stephanie Rodin chats with her guest, Judy Heft. The two chat about how Judy fell into the financial world 28 years ago by saying yes to everything, and the financial concierge and forensic bookkeeping services that are offered by Judith Heft & Associates. In this episode, we discuss:

• How she fell into the financial world 28 years ago by saying yes to everything

• The wide range of people and businesses that Judy and her team help and what they do for them 

• Why it’s important to run a household in the same way you would run a business

• How spending plans are set up with clients, and how often they revisit for revision

• What differences can be found in managing the financials of married couples, seniors, and retirees

• What financial concierge and forensic bookkeeping services are offered by Judy’s company

• What knowledge can be found in Judy’s books

Judy Heft is the founder and president of Judith Heft & Associates celebrating over 28 years helping high net-worth individuals and small businesses with bookkeeping and bill pay. She is an author, financial organizer, bookkeeper, and much more. In her role as a professional and personal financial organizer, Judy combines her talents and experience in organization and financial assistance. Recognizing the unique needs of each of her clients, Judy steps in with customized organization services, including bill paying, financial record keeping, tracking of expenses and contributions, and related correspondence with banks, vendors, insurance companies and healthcare providers. Her books, “How to Be Smart, Successful and Organized, For a Better Today and Tomorrow,“ and “Mastering Your Financial Lifecycles: How to Successfully Manage Money in Every Decade of Life,” are available on Amazon. 

EMAIL: [email protected]

LINKEDIN: www.linkedin.com/judyheft

WEBSITE: www.judithheft.com

FACEBOOK: www.facebook.com/judithheftassoc

INSTAGRAM: www.Instagram.com/judithheftassociates

YOUTUBE: https://www.youtube.com/@judithheftassociates4929

Purchase “How to Be Smart, Successful and Organized, For a Better Today and Tomorrow” on Amazon

Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about the potential of misclassifying an employee as an independent contractor.

In this episode, we discuss:

• What the difference is between an independent contractor and an employee (1099 vs W2)

• What information should be considered when making this determination

• What are the potential risks of misclassifying a worker

• What consequences you can face as a result of a misclassification 

Stephanie  Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner.

Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.

Website: https://rodinlegal.com/LinkedIn: https://www.linkedin.com/in/stephanierodin/ Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/ Twitter: https://twitter.com/Rodinlegal

This week Stephanie Rodin chats with her guest, Robert Schlesinger. The two chat about the intricacies of financial planning, Tempus Financial’s department dedicated specifically to MD’s, and risk management tools that can best prepare you for the future.

In this episode, we discuss:

• What got him into finance, and drew him to the financial planning niche

• Why Tempus Financial has a whole department dedicated to MD’s

• Why early saving and planning is so imperative to healthcare practitioners

• Robert’s advice on handling student loans

• What risk management tools can protect you for the future

• Why we should all be having financial conversations with the future version of ourselves

Originally from Long Island NY, Rob graduated from the University of Florida with a Bachelor's degree in Finance and a Master's degree in International Business. Rob’s mission is to guide his clients and alleviate the financial pressures that emerge when starting and growing a family. Rob also works with small and medium sized businesses, providing creative solutions to minimize taxes and maximize savings.

He currently resides in Brooklyn with his family. He enjoys running, building magnatile houses with his kids, playing fetch at Prospect Park with his dog, and exploring new restaurants and travel destinations with his wife.

Website: tempus-financial.com

Podcast: The Tempus Podcast

Disclosures: stay tuned