Tax-Alpha Solutions

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, Paul spent the majority of his career in-house at some of the largest companies in the world such as Microsoft, Walmart and General Electric. Listen to this informative Tax-Alpha Solutions episode with Paul Rafelson about small business law. Here is what to expect on this week’s show: Discussion about the 20,000 new IRS agents and it’s affect. The burden of proof is on you when the IRS comes. What is retail arbitrage? Some lawsuits aren’t worth the time and effort. Connect with Paul: https://ecomattorneys.com/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

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, Paul spent the majority of his career in-house at some of the largest companies in the world such as Microsoft, Walmart and General Electric. Listen to this informative Tax-Alpha Solutions episode with Paul Rafelson about small business law. Here is what to expect on this week’s show: Discussion about the 20,000 new IRS agents and it’s affect. The burden of proof is on you when the IRS comes. What is retail arbitrage? Some lawsuits aren’t worth the time and effort. Connect with Paul: https://ecomattorneys.com/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 with Roman Beylin about due diligence. Here is what to expect on this week’s show: How DueDilio helps business buyers. Rule of thumb when you’re on the buy side. What is the future of the ecosystem? The importance of having a thought-out business plan. Connect with Roman: duedilio.com Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Over a span of more than two decades, EMP&A clients have received more than 4,000 trademark registrations from the USPTO. In addition, Erik truly practices what he preaches, having registered more than a dozen trademarks of his own with the USPTO. Erik’s book Building a Bold Brand is a single resource created for brand managers and business owners to learn essential branding and trademark tips gleaned from his expertise as an attorney, entrepreneur, and brand expert. Erik resides in northern Virginia with his wife and children, where he can often be found riding his bike or finding live music to listen to. Listen to this informative Tax-Alpha Solutions episode with Erik Pelton about branding in today’s world. Here is what to expect on this week’s show: You don’t go to school for the degree, you go for the education. How to reverse engineer your business from the inside. What are the headwinds with trademark law? What misunderstandings are there about web3? Connect with Erik: https://www.erikpelton.com/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 areas of activity. The first as an attorney specializing in business, investment, and securities work where Larry has substantial experience on behalf of over 2,000 clients in litigation and transactions approaching $1 billion in value. The second as an entrepreneur where he has created and served as Chairman or Board Member to over 80 businesses selling over $1.5 billion of goods and services and employing several thousand employees. He is currently the CEO of Tuscan Gardens Senior Living which operates three luxury senior living communities in the state of Florida offering independent living, assisted living and memory care. In addition to his professional activity Larry Pino has lectured nationwide to over one million people, appeared on 140 radio and television shows, authored over fourteen books and hundreds of published newspaper columns, and taught various classes at University level in Accelerated Growth Strategies, Operating High Performance Organizations and Rapid Enterprise Development. Listen to this informative Tax-Alpha Solutions episode with Larry Pino about securities law and entrepreurship. Here is what to expect on this week’s show: Just because you can doesn’t mean you should. Life hacks to find a good place to put your parents. What is a security syndication and how does it work? What is a private placement memorandum? Everyone has a book inside of them. Connect with Larry: https://www.larrypino.com Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 about IP and branding. Here is what to expect on this week’s show: How William Scott got into IP protection. What’s the power of branding? What are some of the largest branding mistakes? What are the differences between branding law and trademark law? William’s thoughts on NFT’s. Connect with William Scott: https://goldmanlawgroup.com/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 been a frequent speaker on various topics including asset protection, taxes, bankruptcy and estate planning. In addition, he has authored numerous articles that have appeared in professional journals. Darren has taught graduate tax classes on Estate and Gift Taxation, Federal Income Taxation of Trusts & Estates, Corporate 2/3 Reorganizations and S Corporations. Prior to practicing law, he began his career with Arthur Andersen LLP, worked for KPMG LLP and was a tax partner at Dixon Hughes Goodman LLP. Darren continually challenges himself to learn and grow so that he can use that knowledge to make a difference in the lives of his clients. On a personal note, Darren has two daughters and two dogs. He belongs to the Knights of Columbus and is a supporter of the Alzheimer’s Association and St. Vincent DePaul’s. Listen to this informative Tax-Alpha Solutions episode with Darren Mills about current tax and estate planning strategies. Here is what to expect on this week’s show: Why does everyone move from New Jersey to Florida? How does Darren apply his knowledge in his day-to-day life? What’s the tax burden like in New York and California? What’s an irrevocable trust and how does this work? The asset mix in a trust matters. The best business comes with a word-of-mouth blessing. What is an intentionally defective trust? Connect with Darren: @estatetaxelder https://www.linkedin.com/in/darrenmills1/ https://www.kelleherholland.com/estate-planning/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 a member of the North Carolina, Florida, Tennessee and New York Bars, as well as the U.S Tax Court and the Supreme Court of the United States. He is also licensed as a Solicitor in England and Wales, and a full member of the international Society of Trust and Estate Practitioners. Greg has presented continuing legal education programs on a local and national level and is the author of numerous articles on tax and estate planning topics. Listen to this informative Tax-Alpha Solutions episode with Gregory Herman-Giddens about estate planning specifications. Here is what to expect on this week’s show: What is a revocable living trust? What is a pour-over will? Is estate tax exemption is going up in 2026? Different distributions for different purposes and different beneficiaries. What are some of the reasons why people move to Florida? Connect with Gregory: https://www.galbraith.law/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 outside general counsel and business coach. She has a Masters in Tax and a law degree from Georgia State University and a bachelor’s of science in business management from Georgia Tech. Listen to this informative Tax-Alpha Solutions episode with Kimberly DeCarrera about law and accounting solutions for businesses. Here is what to expect on this week’s show: The importance of cross-disciplinary approaches to problems. Unclaimed property has become a routine. What are financial processes Kim implements for small businesses? Current obstacles for Kim. The biggest mistake that founders make when starting up. Connect with Kimberly: https://decarreralaw.com/ Twitter: @decarrera LinkedIn: kdecarrera Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 advocate for the 19th Judicial Circuit’s Teen Court program. After graduation from Centennial, Jamy earned his B.S. in Legal Studies from the University of Central Florida, earning his degree on a full-time basis while working full time at Universal Studios Orlando. After college, Jamy attended Barry University School of Law where he served on the editorial board of its Law Review Journal as a Research and Technical Editor. In 2017, he graduated from Barry Law and returned to the Treasure Coast, gaining experience in estate planning, trust administration, probate administration, business planning, residential mortgage foreclosures, and evictions. Understanding the impact generational wealth has on society and setting the stage for success in generations to come, Jamy made it his mission to guide those in his community in such matters. In 2021, he graduated with his LL.M. in taxation with a concentration in estate planning from Boston University School of Law to further his mission. In his free time, he is an adjunct professor of business law at Southern New Hampshire University and continues to expand his knowledge of how to best serve his community. Listen to this informative Tax-Alpha Solutions episode with Jamy Barreau about protecting your assets. Here is what to expect on this week’s show: What is a beneficiary designation and how does it work? Are there ways to put beneficiaries on bank accounts? When should someone start to think about a trust? Are there any veteran benefits that work together with Medicaid? What is a stepped-up basis and how does it relate to estate taxes? Connect with Jamy: www.blegalfl.com Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 NFT and crypto space. She strives to educate the Spanish speaking community on the basics of NFT and crypto and to hopefully pave a clear path for future crypto legislation. Listen to this informative Tax-Alpha Solutions episode with Nicolle Lafosse about crypto law. Here is what to expect on this week’s show: How Nicolle became an expert in crypto. What is web3 and how does it work? The percentage of people living in the virtual world is growing exponentially. How do you protect yourself when you’re running a crypto venture? Is there anyone making any money in the metaverse? Connect with Nicolle: https://lawandpixels.com/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 topics, he is one of the nation’s best known lecturers in continuing professional tax education. Eric has been recognized by Connecticut Super Lawyers in the field of Tax. Attorney Green is a past Chair of the Executive Committee of the Connecticut Bar Association’s Tax Section and is a Fellow of the American College of Tax Counsel (“ACTC”). He is the founder of Tax Rep Network and the host of the Tax Rep Network Podcast, and is a contributing columnist for Bloomberg Tax. Listen to this informative Tax-Alpha Solutions episode with Eric Green about current tax laws. Here is what to expect on this week’s show: The importance of staying on top of your taxes. What’s hot right now in the tax world. How Eric became a tax controversy lawyer. What is an audit? What does it mean? Connect with Eric: https://taxrepllc.com/ https://gs-lawfirm.com/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 departments at LyondellBasell Industries N.V. and Ryder System, Inc. Mr. Hurley is admitted to practice law in the Florida state courts, United States Tax Court, and the U.S. District Court for the Southern District of Florida. Mr. Hurley is a member of the State Bar of Florida and the Tax Section of the Florida Bar. Mr. Hurley can represent clients before the IRS, U.S. Tax Court and U.S. District Court (S.D. Fla.), as well as, clients before Florida state tax authorities and Florida state courts (and other state tax authorities where permitted under specific State rules). Listen to this informative Tax-Alpha Solutions episode with John Hurley about tax controversy and audit discussion. Here is what to expect on this week’s show: -An audit is always a negative thing -What is tax controversy work? -What is a material advisor? -What’s a non-disclosure disclosure? -What’s the process for resolving a tax dispute? -How long does it take for a audit to happen? -The technology that the IRS is using how it’s outdated. Connect with John: Links Mentioned: https://hurleytaxlaw.com/ The interview and contents are for educational purposes only and does not create an attorney-client relationship between Mr. Hurley and the audience that may view the materials. Each viewer should consider engaging its own legal representation, should they have a tax matter that they believe requires legal assistance. Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 pursuits and her extracurricular activities. Her accomplishments include winning the first year mock trial competition, serving as a law review editor, and graduating cum laude. In her last year of law school, Ana received the Leadership Achievement Award, which is the highest possible award for a law student. During her time in law school, Ana served as an extern at the United States Patent and Trademark Office. Her time at the USPTO awarded her the very unique opportunity to learn how the government handles patent and trademark registrations. As a result, she is one of the few intellectual property attorneys to have worked on both sides of trademark and patent prosecution. Listen to this informative Tax-Alpha Solutions episode with Ana Juneja about copyright and trademark insights. Here is what to expect on this week’s show: -Ana’s background in intellectual property -The need for an IP attorney -What is IP protection? -How copyright rights are multifaceted -Everything you do can technically be monetized -Make sure you register everything before you launch -Is AI replacing the attorney or is it a tool? Connect with Ana: Links Mentioned: https://analaw.com/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

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, PC World, and many other media outlets. Santiago has represented Fortune 100 companies and foreign governments in a variety of complex commercial litigation and transaction matters. Santiago’s international education and experience have served to counsel companies operating throughout the world. He currently serves as executive counsel to companies in the global supply and communications industries. International Chamber of Commerce Certified Attorney from Switzerland, Davy Karkason is an associate at Cueto Law Group. Davy is passionate about international business, commercial litigation, and international arbitration. During his legal career, Davy represented companies in international securities fraud litigation and international trade litigation including contracts, fraud, and misrepresentation. Davy co-authored two articles in the Florida Bar summarizing Shareholder's derivative rights when there are no written agreements and wrote an article concerning the Force Majeure clause in international trade during the period of inflation. Listen to this informative Tax-Alpha Solutions episode with Davy Karkason & Santiago Cueto about doing business internationally. Here is what to expect on this week’s show: -Are there some countries that are easier to do business with and some that are more complicated? -What happens when you do an investment cross border? -What’s the benefit of alternative dispute resolution? -How Davy ended up in the field of international law -What’s Davys opinion on the US becoming more independent? -Why is cryptocurrency similar to the internet in 1999? -What’s going on in the cybersecurity world? Connect with Davy & Santiago: Links Mentioned: https://cuetolawgroup.com/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 received her Masters in Business Administration with concentrations in Finance and International Business in 2010. Natalia was admitted to the Florida Bar in 2009, and has been practicing law in Florida, serving clients in estate planning, real estate litigation, and business planning. She was president of a Tampa Bay title company for eight years, where she had the pleasure of seeing thousands of investors achieve their dream of financial independence. When not serving clients, Natalia spends time with her husband Justin, and her sons Sebastien and Miles. Listen to this informative Tax-Alpha Solutions episode with Natalia Ouellette-Grice about small business insights and solutions. Here is what to expect on this week’s show: -Natalia got started in the Title business -Natalia took over the firm after buying out partners -Biggest mistake someone can make is not hiring a professional -Missing out on cheap biz loans because of unfinished taxes -Succession planning is so overlooked in business -Probate takes a lot longer than clients think Connect with Natalia: Links Mentioned: www.lcolawfl.com https://www.linkedin.com/in/natalia-ouellette-grice-b60aa91a4/ @LCOLawFL https://www.facebook.com/LCOLAWFL Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

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, commercial litigation, international contracts, landlord tenant, among others. Tania obtained her master’s degree in International Business Law from the Universita Telematica Internazional UNINETTUNO in cooperation with London School of Business and Finance in March of 2016. She is the COO of Salas Law Firm, P.A. and practices Business and Real Estate Law, is a title agent, and is a Certified Real Estate instructor. She is the founder of Business and Beyond, LLC, offering her business expertise through consulting, coaching, and fractional director services to help business owners thrive, create security, establish balance, and build freedom by creating and implementing solid foundational building blocks, processes, and systems. Listen to this informative Tax-Alpha Solutions episode with Tania Bartolini about improving your business by measuring. Here is what to expect on this week’s show: -Dual citizenship and speaks another language fluently -How Tania structured her law firm as a real business so that she can take a vacation and still have income. Which smaller law firms don’t do. -How to market your business and what metrics are important -Her focus and specialty is female owned law firms -Use your competitive advantage just by being yourself -Learning what not to do is a valuable lesson -Know your clients to come up with different products to help with their problems Connect with Tania: Links Mentioned: https://www.businessandbeyondllc.com/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 numbers, and soon got his law degree from the University of Houston. He has secured favorable settlements for victims in thousands of complex and high-profile cases including Transvaginal Mesh, Risperdal, and Roundup®. Terry approaches mass torts from a business perspective because “unless you just get lucky, understanding the numbers will determine your success or failure in the mass tort universe.” Listen to this informative Tax-Alpha Solutions episode with Terry Dunken about insights from decades in the Mass Tort industry. Here is what to expect on this week’s show: -Terry was part of distribution for Donkey Kong video game by Nintendo -Starting a company: capital versus intellectual property -The current working generation is different from the past -The mass tort industry has big returns but big barrier to entry -Terrys firm has a HUGE marketing budget to reach those affected -Companies are out there still bringing dangerous products to market regardless Connect with Terry: Links Mentioned: https://www.masstortinstitute.com/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 this informative Tax-Alpha Solutions episode with Maria del Pilar Rubio about international tax law. Here is what to expect on this week’s show: -Matts trips to Columbia -Most of Maria’s business is referrals -Columbia and the US have very different tax codes -Every ones tax situation is different -Leaving assets to your family can cause issues -Tax Treaties Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 Board of Legal Specialization and Education and, prior to that, he served six years on The Florida Bar’s Business Litigation Certification Committee. Gary also served on the 9th Judicial Circuit's Business Court Formation Committee. Gary is active in the George C. Young American Inn of Court, where he holds a "Master" designation, serves on its board of directors and is the former president from 2011 to 2013. Also, he currently serves on the Orange County Bar Association's Executive Council as an elected member. Gary is a certified circuit-civil and appellate mediator, as well as a Florida Supreme Court trained and qualified arbitrator. He is a member of the American Arbitration Association's employment, commercial, healthcare and financial arbitration and mediation panels. Gary provides alternative resolution services for commercial, real estate and employment disputes as a mediator, an arbitrator and a voluntary trial resolution judge. Listen to this informative Tax-Alpha Solutions episode with Gary Salzman about structuring contracts, the board process, and how he charges for his time. Here is what to expect on this week’s show: Gary usually represents companies and not individuals Interesting litigation case between two sports bars Different contract clauses for different situations If you threaten someone you are extorting them and ruining your case Pricing structures for different services provided Gary discusses the process of being board certified and its importance Connect with Gary: http://www.orlandolaw.net/ This podcast is for informational purposes only and does not constitute legal advice. The information is not intended to establish an attorney-client relationship and is not a substitute for legal advice from an attorney licensed in your jurisdiction. The hiring of a lawyer is an important decision that should not be based solely upon advertisements. Before you decide, ask the attorney to send you free, written information about their qualifications and experience. Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices