Bruce Willey JD, CPA, has served as an accountant, tax and wealth-building specialist for individuals and business owners for over three decades. The founder of American Tax & Business Planning, LLC. Bruce is also an author, sought-after speaker and influential resource for tax law, application knowledge and strategic advisement.

Bruce is focused on creating partnerships with his clients; his specialties include tax minimization, comprehensive and ongoing wealth and tax guidance as well as legacy planning and transition management for individuals and business owners. To reach those goals, Bruce and his team invest in thoroughly understanding each client’s business as well as their needs and objectives; then finding opportunities and creating a master plan for financial choices designed to maximize outcomes while minimizing negative obligations.

Bruce and his team have saved their clients hundreds of thousands of dollars in unnecessary taxes and costs, helping them build their financial foundation, legacy and options.

Listen to this informative The Confident Retirement episode with Bruce Willey about secret systems to strategic tax planning.

Here is what to expect on this week’s show:

●     Why Bruce is a tax preparer and not a planner.

●     How Bruce picked the services his firm offers.

●     The difference between reactive vs proactive tax planning

●     Americans view tax refunds incorrectly.

●     The amount of retirement from the IRS is alarming.

●     What is an outsourced CFO and who is a good candidate?

●     What is the Secret System?

Connect with Bruce:

Americantpb.com

Learn more about your ad choices. Visit megaphone.fm/adchoices

Rajeh A. Saadeh leads a team of attorneys at The Law Office of Rajeh A.Saadeh, L.L.C., and devotes a substantial portion of his litigation practice to matrimonial and family law. In connection with his family law background, Rajeh served as an appointee to the Supreme Court of New Jersey’s Family Practice Committee and is a trained family law mediator. 

Prior to private practice, Rajeh served as the Judicial Law Clerk to the Honorable Hany A. Mawla, a former Presiding Judge of the Family Part in three New Jersey counties and current Judge of the Appellate Division of the Superior Court of New Jersey. Rajeh graduated from the University of Pennsylvania Law School where he was elected Class Officer by his peers. At Rutgers, The State University of New Jersey, where he earned a Bachelor of Arts, Rajeh was an Edward J. Bloustein Distinguished Scholar, a member of the Rutgers College Honors Program, and a frequenter on the Dean’s List.

Rajeh is licensed to practice law in the States of New Jersey and New York and authorized to appear before the United States District Court for the District of New Jersey and the United States Court of Appeals for the Third Circuit.

Listen to this informative The Confident Retirement episode with Rajeh Saadeh about legal family matters.

Here is what to expect on this week’s show:

●     An ideal client is one who is responsive and realistic.

●     Why it’s necessary to have representation when considering a divorce.

●     What makes a divorce complex?

●     What is a foreclosure?

●     What’s the biggest future opportunity for Rajeh’s practice?

Connect with Rajeh:

Website: https://www.rajehsaadeh.com

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

Firm's LinkedIn: https://www.linkedin.com/company/rajehsaadeh/

Twitter: https://www.twitter.com/rajehsaadeh

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

Gary Altman, Esq. is the Founder and Principal Attorney of the estate planning law firm, Altman & Associates, a Division of Frost Law since January 2021 where he has been serving the Washington metropolitan area, practicing law and estate planning since 1980.

A nationally recognized estate, legacy and business planning authority, Gary’s “outstanding expertise, trustworthiness, and commitment to his clients’ needs” has earned him repeated recognition by Washingtonian magazine and Bethesda magazine as among the DC, Maryland region’s “Best Estate Planners”. He has also been repeatedly honored as a “Top 100 Attorney” by Worth magazine and likewise recognized as a Maryland and Washington, DC “Super Lawyer”.

As a trusted legal analyst, Gary has lent his expertise and authored articles for a wide range of media outlets including The Washington Post, The NY Times, The Journal of Financial Advisors, The Wall Street Journal, Boomer-Living.com, FOX News, and more. He writes an estate planning blog, Altman Speaks, which can be found via the firm’s website.

Listen to this informative The Confident Retirement episode with Gary Altman about estate planning and specifically veterans.

Here is what to expect on this week’s show:

●     Negative consequences occur when you don’t ask the right questions.

●     Why do people procrastinate estate planning?

●     Why is estate planning so important?

●     What is incapacitation?

●     What is a revocable living trust?

●     Important things for veterans planning their estate.

●     It’s better to plan early and often.

●     The biggest opportunity and challenge for Gary’s practice going forward

Connect with Gary:

https://altmanassociates.net/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Karen Tenenbaum has been a tax attorney for 39 years with an LL.M. in tax and she is also a CPA. She founded Tenenbaum Law, P.C., in Melville, NY, 25 years ago. The firm helps individuals and businesses facing IRS and New York State tax problems. Karen is a frequent speaker on IRS and NYS tax issues for numerous professional organizations, including the NYS Society of CPAs, the NCCPAP Accounting and Tax Symposium, AAA-CPA, New York State Society of Enrolled Agents and more. Presently, she serves as the Chair of the Suffolk County Bar Association Tax Law Committee and the Vice Chair of the NYS Society of CPAs Relations with IRS Committee. Her firm has successfully helped many individuals and businesses resolve their tax problems.

Listen to this informative The Confident Retirement episode with Karen Tenenbaum about tax law advice.

Here is what to expect on this week’s show:

●     Reasons the government can withdraw money from your account.

●     The importance of being in a niche.

●     Tips to avoid being put in a tax audit.

●     Phenomenal program in NY for voluntary disclosure.

Connect with Karen:

https://www.litaxattorney.com/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthony J. Diaz, Esq, is a Family Law and Collaborative Divorce attorney and Florida Certified Family Law mediator specializing in resolving disputes easily, effortlessly and amicably. He previously practiced as a CPA in New York for many years. .Anthony has been Collaboratively trained since 2009, taken numerous advanced training and collaborated on many cases. In his practice, Anthony is known as The Peacemaker and guides families through the divorce process reducing conflict toward a more peaceful and amicable outcome to move forward with their lives. He works with those who want their divorce done differently, with dignity, and without court. He believes how one moves through divorce is how they move into their next chapter living the life they deserve and desire beyond their wildest dreams.

Anthony was selected as 1 of 21 Collaborative professionals from around the world for the IACP Leadership Academy 2021-2022. Anthony is also a co-chair of the Outreach Committee and a member of the Practice Group Committee with the FACP. He continues his support of the Collaborative practice by appearing on numerous podcasts and interviews.

Listen to this informative The Confident Retirement episode with Anthony Diaz about divorce mediation.

Here is what to expect on this week’s show:

●     Anthony’s path to becoming an attorney and how he got started.

●     Being approachable is helpful for the clients and the other attorney as well.

●     What is a post-nuptial agreement?

●     What is the difference between an attorney and a mediator?

●     The collaborative process is confidential. It’s a peaceful process.

●     How to manage client expectations and emotions.

●     The biggest opportunity for the future of his practice.

Connect with Anthony:

http://www.anthonyjdiaz.com/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Vicky Townsend is the founder and President of Divorce Right, Inc. an Employee Assistance Program company serving companies and government agencies in the US and abroad. She is also the co-founder and former CEO of the National Association of Divorce Professionals, a professional association consisting of the licensed and certified professionals that serve families going through a divorce. 

Vicky is revolutionizing the divorce process by training HR professionals and company supervisors about the issues facing their divorcing employees, signs an employee may be experiencing or even contemplating a divorce, and the issues that they may be facing by way of international culture issues, religious matters, and more. Vicky is a proud FSU alum, and looks forward to the day that the divorce process doesn’t destroy families financially or emotionally.

Listen to this informative The Confident Retirement episode with Vicky Townsend

about divorce and the work place.

Here is what to expect on this week’s show:

●     The labyrinthine system of divorce is designed by the people you hire to get you out of it.

●     Divorce the number one business disruptor other than death.

●     Average employee loses 40% of productivity for 4-5 years.

●     The biggest effect of a divorce on the business is productivity.

●     What is a win-win for everyone?

●     Why 5% of your divorcing employees quit.

●     What is a post-nuptial agreement and how does it work?

Connect with Vicky:

Links Mentioned:

https://divorcerightinc.com/about-us/meet-the-founder/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Jason S. Weiss is a litigator who handles all aspects of business and commercial litigation. He was recently appointed as a Board Member of Benefits Specialist Inc. and voted President of Leadership Coral Springs Class of 2011. Jason is also a former adjunct professor of Sports Law at Nova Southeastern School of Law, a former adjunct professor of the graduate level course Sports Law at St. Thomas University and a former judge for the Broward County Teen Court Program.

He serves as a legal advisor to professional athletes, performers and entertainers in all aspects of their professional and personal activities. Jason has been selected by Super Lawyer magazine as a Rising Star in 2009, 2010 and 2011.

His areas of concentration include Commercial/Business Litigation, Sports and Entertainment, Business Transactions, American’s with Disabilities Act cases, Consumer Protection, Landlord/Tenant Matters, Medical Marijuana, Personal Injury and Real Estate Litigation.

Listen to this informative The Confident Retirement episode with Jason Weiss

about being calm counsel in chaos.

Here is what to expect on this week’s show:

●     Common misconceptions people have about Jason

●     Jason’s passion outside of law

●     Unique factors in dealing with sports & entertainment clients

●     What is elder abuse?

●     Jason’s biggest challenge and obstacle

Connect with Jason:

https://www.jswlawyer.com/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Maryam Golbarg is a tax resolution attorney and an Enrolled Agent and is authorized to represent taxpayers in all 50 U.S. States before the IRS and state tax authorities with years of experience negotiating with the Internal Revenue Service and State taxing authorities

Prior to the Law Offices of Maryam M. Golbarg, P.C., Maryam spent more than seven years working with two large tax resolution companies and a law firm specialized in tax resolution.

Her practice is solely tax resolution, and she has represented hundreds of clients before the IRS and State taxing authorities.

Maryam grew up in Iran and graduated from the University of Tehran in 1999. After moving to the United States, she received her LLM (Master degree) in Civil and International Human Rights Law from the University of Notre Dame Law School in 2005. Maryam spent a few years in the human rights field before transitioning into the tax industry. Maryam’s passion for human rights has travelled with her and is now a big part of her tax resolution philosophy.

Listen to this informative The Confident Retirement episode with Maryam Golbarg about legal tax issues.

Here is what to expect on this week’s show:

●     How to walk a client through the process of being audited.

●     How to help a client deal with the emotional rollercoaster.

●     How do you know if you’re getting an incomplete return?

●     What is a tax lien and what can it be used for?

●     Simple things a US citizen can do to make filing easier.

Connect with Maryam:

Links Mentioned:

https://mytaxreliefattorney.com/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Clayton Cruse is the Managing Partner of The Estate, PLLC, a family-owned and operated tax law practice located in Houston, Texas. 

Taking a holistic, family-first approach, Clayton assists families, small businesses, and families with small businesses to live and operate more tax efficiently, plan for the future, and build a family legacy through careful estate, business, and tax planning. Clayton is also heavily involved in the world of cryptocurrency from a legal and business perspective. So that they may better serve their clients, Clayton teaches tax professionals the basics of cryptocurrency and blockchain transactions, regularly consults on complicated cryptocurrency-related tax matters, and advises integrating cryptocurrency into estate plans and businesses. 

Listen to this informative The Confident Retirement episode with Clayton Cruse

about estate planning and blockchain.

Here is what to expect on this week’s show:

●     Clayton went from athletic trainer to attorney.

●     How to handle a husband and wife dynamic.

●     Clients shouldn’t be treated as transactions. Each case is different.

●     Clayton tells us about blockchain and cryptocurrency.

●     His biggest hurdle is implementing and understanding new tax laws.

Connect with Clayton:

Links Mentioned:

https://www.theestateesq.com

Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr Courtney Epps, EA is a tax strategist, international speaker, and author of the Best Selling books More Relaxing Less Taxing & What’s Your Plan B?. She owns a full-service accounting firm in South Carolina and serves clients in every state. She has owned her practice for nineteen years. What sets their firm apart is the tax strategy that it offers to clients as the focus is not just to prepare returns but to free up money legally, morally and ethically. She has developed a broad expertise in industries including traditional, home-based, and network-marketing businesses. She works with clients from start up to $100 million companies. Courtney's Mission: To Teach more people on how to free up money through tax strategy, so that we can help more, have more, so that they can live more, and give more so that we can feed more children, free more children and provide more safe drinking water. Courtney has figured out a way to combine your passion with your profits as she truly believes that by creating a social business entrepreneurs can change the world.

Listen to this informative The Confident Retirement episode with Courtney Epps

about confessions of a tax strategist.

Here is what to expect on this week’s show:

●     Originally, Courtney wanted to be an anesthesiologist

●     At heart she is a serial entrepreneur with past investments in retail, wholesale, and an insurance agency

●     Courtney is also a public speaker

●     The biggest misconception is that their accountants are supposed to save them money

●     Once you hit $15,000 NOI you need to be an S-corp

●     Her thoughts on the 87,000 new IRS agents just hired

●     The reason for her mission

Connect with Courtney:

Links Mentioned:

https://otbtax.com

Learn more about your ad choices. Visit megaphone.fm/adchoices