March 25, 2019
Don Eppich and Paul Polito are founders of Polito Eppich Accounting which specializes in accounting services for businesses generating revenues from $500k to $150 million a year. Polito-Eppich provides the highest quality forward planning services, giving businesses and high-net-worth individuals clear, actionable information that helps them achieve their goals. Their team brings to the table more than 100 years of collective business expertise, offering all the compliance, audit, tax, and other accounting services you expect.
Paul and Don discussed the new code section 199A rules and how they apply to S corps, C corps and LLCs.
March 18, 2019
Richard welcomes cold case detective Robert Condrad to discuss his investigations in to cold cases and how DNA technology and advances in DNA testing have advanced the solving cold cases. They also discuss the Helen Roscoe case, still unsolved, which has surprising personal ties to Richard.
Robert (Bob) Conrad was born and raised in San Diego. After a career in Navy he joined the Chula Vista police department in 1969 and retired in 1995 as a Sergeant and Detective. He was brought back in 2001 to work cold cases. Since then, he has helped solve the previously unsolvable, including the 1991 Laura Arroyo case involving the slaying of a 9-year-old girl. The Arroyo investigation and his probe into the 1995 murder of Pamela Shelley were featured on A&E’s “Cold Case Files.” He also solved the murder of Anita Marie Carrier, Conrad’s first homicide case as a young detective.
Conrad is quick to attribute the ability to put many of these cases to bed to good laboratory work in which evidence was collected and preserved well. “Good lab people — that’s important” he said. Updated methods of DNA identification and fingerprinting help him solve cases that chilled years ago. Likewise, detectives who worked on the cases when they were fresh also play a hand in later success.
For more details about he Helen Roscoe case please read these articles by Fred Dickey
March 10, 2019
Richard welcomes Richard Matsey and Jacob C. Chaparro of Zenith Investment Management to discuss the evolution of the wealth advisory profession, from stock brokerage to present-day independent and objective advisory.
Richard Matsey, CFP®, Vice President and Lead Advisor of Zenith Investment Management LLC, a $15M RIA based in San Diego, CA. He is an award-winning leader with a distinguished record of achievement in sales, trading, and operations. His extensive career spans over 30 years where he performed leadership, supervisory and production roles with TD Ameritrade and Charles Schwab. He has received numerous awards for excellence in leadership, customer service and sales throughout his career.
Jacob C. Chaparro
Jacob C. Chaparro is Zenith Investment Management President and CIO. In his role, Jacob oversees the implementation of all Zenith’s investment programs alongside managing the day-to-day business operations and activities. Prior to Zenith, Jacob was an Investment Consultant with TD Ameritrade where he was responsible for 400 households that represented approximately $620 million dollars in total assets. He was also previously an Investment Representative with Fidelity Investments. During his tenure with TD Ameritrade and Fidelity, Jacob largely worked with high net worth clients in trading, investment management, and financial planning.
March 4, 2019
Fred Dickey, a popular columnist for the San Diego Union-Tribune wrote about “ordinary people” with compelling stories in his Monday column “The Way We Are” for 5 years. He is a former top editor of major metro newspapers, a novelist, and a Pulitzer nominee. He has served as Sunday Editor, the San Jose Mercury News; Executive Editor, The Anchorage Times; Editor, the Oakland Tribune; and as an editorial manager of the San Diego Union. He has been a published novelist and a prolific magazine writer.
Fred’s new book, Death on a Dark Street, about a serial killer stalks the grim streets where the homeless put down their sleeping bags. These are life’s castaways, crippled by addiction, mental illness or just massive bad luck. It’s a fertile hunting ground for a serial killer.
February 25, 2019
Ken Ruggiero joins Richard for an in-depth discussion of the increasing burden of student loans on college students and their parents.
Ken Ruggiero, the founder of Ascent Student Loans, has more than 25 years of management, finance and business development experience as an integral part of management teams that grew companies in fast-changing environments.
The Ascent program is the culmination of decades of work and data analytics. It is designed to keep the student at the center of the conversation about which school, which major and how do I invest wisely in my education.
The Ascent team works with applicants to understand how their selected institution, degree program and job dream/future plans may impact potential earnings and loan repayment. Ascent is making the loan process personal by guiding “can you afford it” conversations – early in the process – to ensure there are no surprises with a negative impact.
February 18, 2019
Joel Bash & Company specializes in introducing quality professional people to each other to open the doors and create opportunities. He offers a system of business development that constantly produces people that have the ability to refer out a large amount of business to others.
Joel Bash started the Beverly Hills Business Organization and ran it from 1985 to 1994. The organization grew and enabled me to form good relationships with thousands of quality people. Today, he personally knows over 16,000 Professionals. He has developed an expertise for introducing people to one another and has found it to be essential in the business world. He has a system of business development that constantly produces people that have the ability to refer out a large amount of business to others. He basically sets up one on one meetings with people, that he knows personally, that indicate that they are definitely able to refer out the specialty of business that my client performs.
Danae Davis, Executive Director, and Jarrett Bostwick, Board of Directors, of the Foundation for Animal Care and Education (FACE)
February 11, 2019
Each year, many animals are brought to their veterinarian with life-threatening conditions. Sadly, many owners cannot afford the critical care their beloved pets need to survive. They are left with one sad choice—euthanasia.
The Foundation for Animal Care and Education (FACE) was established in 2006 by a group of veterinarians and concerned community members to provide financial grants for animal owners who are unable to afford the cost of their pet’s emergency or critical care. FACE proudly works with over 165 veterinary hospitals throughout San Diego County. Veterinary partners make FACE’s work possible by generously discounting their services for qualified FACE patients by at least 25%, and helping to fund raise whenever possible.
What started out as a beautiful vision to stop the surrender and euthanasia of beloved family pets has become a supportive center where families in crisis can get a helping hand to save their pets’ lives. With a tagline of “Saving Pets and Helping Families,” FACE’s work is just as important for the animals we save as it is for the families who are spared the heartbreak of losing their best friend.
FACE relies solely on donations to continue providing access to life-saving veterinary care and to enhance and preserve the quality of life for these loving pets.
Danae Davis, Executive Director
After graduating from U.C. Santa Barbara with a degree in Global and International Studies, Danae Davis was determined to find work in the nonprofit sector with an aim of making the world a better place. Her love of both animals and her hometown of San Diego drew her to FACE where she started her career as our Grant Coordinator. She was excited about her work helping local families apply for FACE assistance and was even more excited to be quickly promoted within the organization eventually becoming Executive Director.
Jarrett Bostwick, Board of Directors
Jarrett Bostwick serves as General Counsel & Co-Founder at Spearhead Capital, LLC, and focuses his practice on Wealth Transfer, Philanthropy Planning, Income Tax Planning, and Trusts and Estates. Jarrett earned his Bachelor of Arts in International Affairs Degree at The George Washington University in Washington, D.C., his Juris Doctorate Degree from Gonzaga University School of Law in Spokane, Washington, and his Masters of Law in Taxation Degree from The University of Washington School of Law in Seattle, Washington. Jarrett was named by Worth Magazine as “One of the Top 100 Attorneys in the United States” serving families and family offices. Jarrett had been supporting the FACE Foundation for several years prior to being invited to join the Board of Directors.
Joel Grushkin, San Diego Regional Director of Cost Segregation Initiatives and Company President, Curt Gautreau
February 3, 2019
Joel Grushkin, San Diego Regional Director of Cost Segregation Initiatives and Company President, Curt Gautreau join Richard explain what cost segregation is and how the new 2017 tax laws will affect it.
Cost Segregation Initiatives (CSI) is a best of the breed specialty real estate services firm. Their primary focus is providing engineered, cost segregation studies in compliance with IRS guidelines. These and other comprehensive cash-flow solutions are designed for developers, investors, owner users and financiers of commercial real estate across the United States.
Company President, Curt Gautreau is based out of Baton Rouge, Louisiana and his accounting practice focuses on emerging businesses, primarily real estate management and development.
Joel Grushkin brings nearly forty years of executive experience to the CSI organization. His background includes eleven years with Arthur Young & Company (now Ernst & Young) as a Principal and Director of the firm’s Management Services Practice. His cost segregation experience has encompassed studies for developers and owners of commercial real estate.
January 28, 2019
Richard welcomes Paul Hynes, President, and CEO of HearthStone Private Wealth Management to discuss, in depth, the ten principles of smart investing.
A Certified Financial Planner, Paul founded Hearthstone in 2006 leaving a successful 22-year career at a large Wall Street investment firm. HearthStone Private Wealth Management provides independent thinking, research, advice and disciplined investment management for super-successful business owners and other affluent individuals, families, corporate ERISA fiduciaries, private fiduciaries, charitable organizations, and foundations. It is Paul’s goal to educate, empower and inspire people to make intelligent decisions when it comes to money.
Paul graduated from the University of Virginia with a BA in psychology. He has also completed the professional education program for the Certified Financial Planner requirements at the College for Financial Planning. Paul is a member of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), and various Estate Planning Councils.
January 21, 2019
Dr. José Muñoz has over 30 years of senior executive management experience in domestic and international public companies, private startup firms, and nonprofit organizations. Muñoz has served at Point Loma Nazarene University since 2006, where he functioned as the associate dean of Graduate Business Education for six years before taking on his role as associate professor of business, teaching graduate- and undergraduate-level finance, accounting, international business, strategy, and healthcare finance courses. Prior to his tenure at PLNU, he served as the CEO of Chicken of the Sea, after leading the team in the $400 million acquisition of the company from Ralston Purina.
At one point in time (the early 1980’s) San Diego produced 90% of the tuna consumed in the USA. Dr. Muñoz was the CEO of Chicken of the Sea during this exciting period of San Diego history. Richard and Dr. Muñoz spend some time discussing how the seafood industry shaped San Diego and other parts of the California coast.