Impact of Tax Reform; Open Up a New Market
Episode 454: 02-22-18 Impact of Tax Reform Thomas Handler is Managing Partner with Handler Thayer, LLP, in Chicago. He chairs the firm’s Advanced Planning & Family Office Practice Group. Handler is focused on the analysis and structuring of sophisticated estate plans and family offices, and handling taxation and business planning issues for business owners, executives, […]
2018 Family Office Forecast; 10 Years of the Knight Arts Challenge
Episode 444: 11-30-17 2018 Family Office Forecast Thomas Handler is Managing Partner with Handler Thayer, LLP, in Chicago. He chairs the firm’s Advanced Planning & Family Office Practice Group. Handler is focused on the analysis and structuring of sophisticated estate plans and family offices, and handling taxation and business planning issues for business owners, executives, […]
Insurance After The Hurricane; Hurricane Recovery On The Islands; Medical Marijuana Update
Episode 435: 09-21-17 Insurance After The Hurricane Steven J. Chackman is Founding Partner at BERNSTEIN · CHACKMAN · LISS. Chackman has practiced law since 1983, with a focus on first-party property insurance claims and complex insurance litigation. Chackman has been Board Certified by the Florida Bar Association in Civil Trial Law since the year 2000. […]
Medical Marijuana in Florida
Episode 427: 07-13-17 Medical Marijuana in Florida Jim Fried recently was approved for his medical marijuana card. He discusses his experience and the current and future opportunities for medical marijuana in Florida with: – Nicole “Nikki” Fried, President and owner of Igniting Florida LLC, Tallahassee and Ft. Lauderdale, which focuses on government consulting and statewide […]
Family Office Outlook 2017, A Straight Shot of Jim
Episode 413: 03-30-17 Family Office Outlook 2017 Thomas Handler is Managing Partner with Handler Thayer, LLP, in Chicago. He chairs the firm’s Advanced Planning & Family Office Practice Group. Handler is focused on the analysis and structuring of sophisticated estate plans and family offices, and handling taxation and business planning issues for business owners, executives, […]
Celebrity and Sports Philanthropy, Holograms For Health, Investing in Puerto Rico
Episode 410: 03-09-17 On this week’s show, Handler Thayer attorney Andrew Morton discusses celebrity and sports philanthropy and wellness coach Julie Phillips talks about Quantum Holographic Discs. Also, Adam Greenfader of Fortune International Realty, Jay Smith of nFusion Consultancy and Adriano Salucci of Bisnow.com discuss investing in Puerto Rico. Celebrity and Sports Philanthropy Andrew Morton […]
Women, Wealth and Power, Family Office Case Study – Legacy Builders
Episode 393: 11-10-16 On this week’s show, Carol Pepper of Pepper International discusses women, wealth and power, John Bennardo of Legacy Builders shares how he has built his family office and family business focus, and Jim gives some insight on the mortgage market and how he can help you close a deal by year-end. Women, […]
Miami Real Estate Market, Self-Directed IRA, Residential Mortgage Market Update
Episode 377: 07-14-16 On this week’s show, our CCIM Voice Eugene Font discusses how banks view the current real estate market conditions in Miami, Adam Bergman gives some insight on self-directed IRAs and whether it’s right for you, and Jim Fried shares what he’s seeing in the marketplace after two months of working in the […]
Family Office Legal Trends, Email Marketing, Residential Mortgage Availability, Update on Vivian
Episode 372: 06-09-16 On this week’s show, Thomas Handler discusses the virtual family office and what a “regular millionaire” is, Sandi Abbott of Xpresso Marketing talks email marketing content and Vivian’s kidney transplant email, Jim talks the residential mortgage business, and we get an update on Vivian’s transplant journey. Family Office Legal Trends Thomas Handler […]
Personal Brand During Career Transition, Miami Technology Ecosystem, Life with Positive Energy, Vivian Fried Kidney Transplant Update
Episode 369: 05-19-16 On this week’s show, Bruce Turkel gives tips on how to manage your personal brand during a career transition. We discuss the Miami technology ecosystem with Adam Yorkmack, Michael Cooper shares how you can take your game to the next level with positive energy, and Jim gives an update on Vivian Fried’s […]
