Tax-Alpha Solutions
Business & Economics Podcasts
Welcome to The Tax-Alpha Solutions podcast with Matt Chancey. Matt introduces listeners to tax-advantaged strategies, and how to keep & grow more of your money. Matt Chancey has helped his clients save tens of millions of dollars and has coached other high-net-worth individuals how to do the same. On the show, Matt shares his expertise on how to defer, reduce or eliminate taxes using legal tax shelters for high income earners, passive income or capital gains. Guests on The Tax-Alpha Solutions podcast include experts in their field who have succeeded in helping their clients and can share their secrets so you can do it too. Tune in each week for a dynamic conversation about growing your wealth by using legal tax shelters. 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.
Location:
United States
Description:
Welcome to The Tax-Alpha Solutions podcast with Matt Chancey. Matt introduces listeners to tax-advantaged strategies, and how to keep & grow more of your money. Matt Chancey has helped his clients save tens of millions of dollars and has coached other high-net-worth individuals how to do the same. On the show, Matt shares his expertise on how to defer, reduce or eliminate taxes using legal tax shelters for high income earners, passive income or capital gains. Guests on The Tax-Alpha Solutions podcast include experts in their field who have succeeded in helping their clients and can share their secrets so you can do it too. Tune in each week for a dynamic conversation about growing your wealth by using legal tax shelters. 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.
Language:
English
Episodes
Ep43: The IRS Will Get Their Pound of Flesh. Part 1
1/11/2023
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,...
Duration:00:43:53
Ep44: The IRS Will Get Their Pound of Flesh. Part 2
1/11/2023
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,...
Duration:00:48:42
Ep42: Confirm through Due Diligence
12/14/2022
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...
Duration:00:25:25
Ep41: The Power of Brands is More Important Than Ever.
12/7/2022
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...
Duration:00:34:45
Ep40: Billable Hours are A Terrible Thing
11/30/2022
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...
Duration:00:53:02
Ep39: The Power of Branding
11/23/2022
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...
Duration:00:27:41
Ep38: The Best Time to Plan is Now!
11/16/2022
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...
Duration:00:44:01
Ep37: The Better the Estate Plan, the Less Work for the Family After Death
11/9/2022
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...
Duration:00:49:46
Ep36: Law and Accounting Business Solutions
11/2/2022
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...
Duration:00:48:10
Ep35: Things Get Messy Unless You’re Prepared
10/26/2022
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...
Duration:00:38:24
Ep34: Protect Yourself in the Metaverse
10/19/2022
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...
Duration:00:47:08
Ep33: The Best Moves You Can Make Are Before the Year Ends
10/12/2022
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...
Duration:00:56:16
Ep 32: Tax Touches Everything
10/5/2022
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...
Duration:00:43:44
Ep 31: Trademark and Copyright Secrets
9/28/2022
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...
Duration:00:59:46
Ep 30: Do as the Romans Do
9/21/2022
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,...
Duration:01:01:44
Ep 29: Take The Leap and Make the Pivot
9/14/2022
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...
Duration:00:56:54
Ep 28: You cannot improve what you cannot measure.
9/7/2022
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,...
Duration:00:45:13
Ep 27: Mass Tort Insights
8/31/2022
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...
Duration:00:37:27
Ep 26: Working with Cross Border Families
8/24/2022
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...
Duration:00:42:42
Ep 25: The Right Clause for the Right Situation
8/17/2022
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...
Duration:00:51:04