Winged & Ready

Keeping our planning train rolling here on Winged & Ready this episode pulls in a tremendous resource in the realm of tax law.  Neil is a go-to for complicated strategic planning from complex estate plans to negotiation and representation in the sale or acquisition of business interests.  He's the Managing Partner of Katz Chwat, PC and serves as lead attorney for the firm’s estate planning matters, as well as tax controversy and planning, corporate sales and acquisitions, and business planning and transactions.  A NY Metro Area Super Lawyer, a highly regarded teacher and lecturer, and a very well loved Dad, Neil is going to walk us through complex tax matters for business owners and their families.

Neil Katz bio and contact information

Disclosure
Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time

after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.

© 2020 AllianceBernstein L.P.

We continue to access the resources of Bernstein with our guest Anne Bucciarelli who dove tales off of Tom's very technical advice by explaining to us why getting to the heart of the matter can unlock great value.  This is part two of planning strategies for business owners and their families, and is a walk on the soft-side.  Anne takes us through how we can use this time together as families to learn or deepen our understanding around how we use money to reflect our individual and family values.  Now is our time for deep discovery that can create an impactful legacy and unearth values-based beliefs to give money meaning. It's time for Family Engagement!

Are Your Heirs Prepared?

questions: [email protected]

Anne K. Bucciarelli is a Director of the Wealth Strategies Group and is responsible for wealth management research. She provides customized advice on complex financial issues for private clients and their advisors on wealth transfer strategies and asset allocation decisions. Anne leads Bernstein’s Philanthropy team, which is responsible for providing investment advice and solutions to philanthropic individuals and next-generation wealth owners. She also heads the Family Engagement and Education Services team, which helps families explore the transfer of wealth-related values and knowledge. She has been the author of and a contributor to the firm’s published research on several topics. Anne joined Bernstein in 2004, became an analyst in the Wealth Strategies Group in 2006 and assumed her current position in 2014. She earned her BA in finance and information systems from Loyola University of Chicago, magna cum laude and with honors. A Chartered Financial Analyst charterholder since 2011, she is also a member of the CFA Society New York. She also holds certificates from the Family Firm Institute (FFI) in Family Business Advising (CFBA), Family Wealth Advising (CFWA) and Advanced Family Wealth Advising (ACFWA) and is a 21/64 Certified Advisor. Anne is a board member of Baby Quest Foundation and a founding member of the American Brain Foundation Ambassador Program.

Disclosure
Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time

after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.

© 2020 AllianceBernstein L.P.

A first for Winged & Ready where we access the resources of Bernstein to dig into some unique and timely wealth transfer strategies for business owners.  When the world is upside down, we want to make it right side up, and our guest Tom Pauloski does just that for us.  He explains why selling a portion of your business into a trust is your best bet in today's environment and why it is unique to now.  This is part one of planning strategies for business owners and their families.

questions: [email protected]

Thomas J. Pauloski is a National Managing Director of Wealth Strategies; he works with private clients and their advisors on wealth transfer strategies, focusing on tax-efficient wealth management and asset allocation decisions. Tom was appointed a National Managing Director in 2009. Prior to joining the firm in 2005, he was a partner in the trusts and estates department at Winston & Strawn LLP in Chicago. Tom is on the faculty of the American Bankers Association National Trust and National Graduate Trust schools; he has also been an adjunct professor at Loyola University Chicago School of Law and has taught estate planning classes at Northwestern University Law School. Tom earned a BS in environmental engineering from Northwestern University and a JD, magna cum laude, from Loyola University Chicago, where he served as editor-in-chief of the Loyola Law Journal. He retired as a commander from the US Naval Reserve in 2003, with 21 years of combined active duty and reserve service.

Disclosure
Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time

after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.

© 2020 AllianceBernstein L.P.

Hear how a private equity guy and creative goddess co-founded a fast growing hot sauce company while starting a family of their own.  Yes, Señor Lechuga is absolutely a unique blend of flavors, but the company is a perfect pairing of principles, gut-instinct, institutional drive, and serendipity!  Listen in on this, literally, hot story to pick up a few nuggets on what it takes to get started in the food & beverage space in NY.

Unable to find a clean hot sauce that satisfied his desire for maximum heat without compromised flavor, Señor Lechuga started creating his own in his kitchen in Williamsburg, Brooklyn. The test batch sold out immediately. So together with his (then-very-pregnant) wife, who is the creative complement to his culinary passion, a brand was born.  Now, along with their baby boy, they run the ever-growing business.

About Señor Lechuga

Disclosure
Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time

after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.

© 2020 AllianceBernstein L.P.

Mohammad Usman founded Equinox International Brands a few short years ago and through a keen sense of business savvy, willingness to take risks and narrow focus he grew over 3000% to nearly $20 million in revenues in four short years.  From flying to China blind to the road ahead of him to digging into analytics- Mohammad calmly takes us through his business building journey and highlights the importance of an all star team and patience!

Equinox International Brands

Disclosure
Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time

after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.

© 2019 AllianceBernstein L.P.

Lauren Dimer Waters was early to the blogging scene and certainly to the influencing one as well.  Her charm is infectious and her determination is staggering.  Teaching us we are never too old to dream and certainly never too old to start a new gig!  Knowing what she doesn't know and loving herself in her own skin are her template for success but she will also walk s through how networking had morphed and many companies completely miss very viable consumer channels altogether.  Have fun listening to Lauren!

www.fountainof30.com

Disclosure
Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time

after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.

© 2019 AllianceBernstein L.P.

Did you know the lunar module, many fighter jets and much more was made here in Long Island!?  Well, if you didn't Bob Stricoff of ADDAPT will tell us a little bit more and why our economy is prime to be a hub for Aerospace, Defense and Technology.  

ADDAPT was formed in 1991 as a response to significant reductions in defense spending by the Federal Government. It was originally organized as an alliance of technology based aerospace and defense companies located throughout the state of New York. The mission was to promote the interests of New York companies adversely affected by the resulting consolidations among “Prime” contractors and the corresponding downsizing throughout the aerospace and defense industry.

In 2017, the ADDAPT Board of Directors expanded the organization’s mission, emphasizing the use of prevailing digital marketing and sales practices to help our members grow their businesses.

addaptny.org/

Disclosure
Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time

after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.

© 2019 AllianceBernstein L.P.

Jerritt Gluck, MFBA, has been in hundreds of steam heated apartment buildings while conducting energy audits and certifications.  But, while he is an exceptional engineer he is also a very interesting entrepreneur!  He is incubating Bonded Energy Solutions with a bootstrapping mentality and will share with us his musings on why you need skin in the game, intimately know your industry drivers and ask yourself "am I selling to pleasure or pain?" Gluck, working with Lazslo Osher, a Software Engineer who specializes in data management, developed the SteamTech System, a proprietary software system that allows each radiator, boiler and thermostat a wireless control that can be accessed by a smartphone app enabling a cloud-based building management system to monitor for better energy efficiency.

www.bondedenergysolutions.com
www.cebip.org


Disclosure
Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time

after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.

© 2019 AllianceBernstein L.P.

Dan Nadav is the CEO of Enviro Power, a firm that is revolutionizing clean energy and our standard heating system -the boiler- to be a power house of electricity generation and back-up power!  Dan discusses with us not only the potential benefit of the SmartWatt boiler, but also the humanity of what it can bring to so many people who may otherwise struggle in cold months for heat.  He tells us about the importance of going in "one direction" and not diluting efforts, product or even segments of a business when you're in start-up mode.  A CEO with deep experience in product commercialization, distributorships and strategic partnerships to name a few.  This conversation is both hopeful and energizing... literally! 

https://www.enviropowertec.com/

Disclosure
Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time

after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.

© 2019 AllianceBernstein L.P.

Tinia Pina is a fearless founder!  Despite not being a scientist, when Tinia saw a lack of nutritional food options for kids combined with an awareness that New York City was spending around $33 million dollars each year to export its organic waste she felt the need to find an answer.   The systemic issues in the United States - the large volumes of food waste generated and the affordability of organically grown produce needed to be addressed and what she came up with could provide one solution that would address both problems - an organic-based liquid soil and hydroponic nutrient created from organic-certified produce waste.  Re-Nuble was born! 

https://www.re-nuble.com/pages/about-us

Disclosure
Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time

after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.

© 2019 AllianceBernstein L.P.