Smart Financial Planning for People Under 40 with Simon Brady, Principal of Anglia Advisors
Simon Brady is the Founder and Principal of Anglia Advisors, a New York City-based Registered Investment Advisor that offers fee-only financial planning or personal finance consulting services and professional investment management. Simon is a Certified Financial Planner with extensive experience...
How to Find Tax Benefits You Didn’t Know You Deserve with Heidi Henderson, Executive Vice President of Engineered Tax Services
Heidi Henderson is the Executive Vice President and Board member at Engineered Tax Services. She helps plan for growth and operational improvements internally while working externally with investment-minded individuals to optimize their investment. Heidi also teaches over 30+ continuing education...
How to Get R&D Tax Credit for Your Small Business with Robert Curtiss of Business Group Resources
Robert Curtiss helps U.S. companies be more competitive by assisting them in getting the R&D tax credit they're entitled to. He is an Account Executive at Business Group Resources. Their company helps businesses identify and claim the incentives, rebates, and credits that Congress initially...
Why You Should Fire Your Financial Advisor with Bernard Reisz of ReSure Financial Advisors
Bernard Reisz is a CPA and a Principal at ReSure Financial Advisors LLC, where he provides financial consulting and tax advisory services. Bernard offers holistic finance and tax expertise, focusing on real estate, entity structuring, and self-directed retirement accounts. Bernard is also the...
How to Generate High-Value Real Estate Tax Benefits Through Cost Segregation with Yonah Weiss, Business Director, Madison SPECS
Yonah Weiss is a cost segregation expert, real estate investor, and people connector. He is a Business Director for Madison SPECS, where he helps clients save tens of millions of dollars on taxes through cost segregation.He helps property owners save millions of tax dollars. Yonah owns and runs...
How Non-US Citizens Can Avoid Double Taxation in U.S Real Estate Investment with Kenneth Kastner of Kastner Tax Solutions
Kenneth Kastner is an Israeli-based CPA who is an Enrolled Agent (EA) in the United States which allows him to represent taxpayers before the IRS. He is the Founder and CEO of Kastner Tax Solutions, LLC, where he provides tax preparation, personal tax planning, tax advisory, and accounting...
The Transformational Power of Podcasting for Businesses with John Corcoran of Rise25 Media
John Corcoran is a recovering attorney, and a writer, author, and a former Clinton White House writer and speechwriter to the Governor of California. He is also the co-founder of Ris25 Media, a company whose mission is to help B2B businesses connect to their ideal prospects, referral partners, and...
Investing Your IRA: The Do’s and Don’ts to Avoid Tax Liabilities with Robert Cannon
Robert Cannon is the Managing Director of Cannon Wealth Solutions, a team of Registered Investment Advisors (RIA) who helps their clients understand their finances and make sound investment decisions. They are fiduciary financial advisors who are held to the highest legal and ethical duty to...
Protecting Your Assets and Investing in Your Future with Sarry Ibrahim
Sarry Ibrahim is the Founder of Financial Asset Protection, where he helps high net worth individuals, real estate investors, business owners, and retirees grow and protect their wealth predictably and safely. As a financial consultant and health and life agent, he has cultivated a reputation for...
Understand Your Financials and Grow Your Business with Terrell A Turner
Terrell A Turner is a CPA and the Co-founder and Fractional CFO of TLTurner Group, a company that helps businesses analyze and understand their financials to improve profitability. He is also the creator and host of Business Talk Library, which focuses on honest conversations with entrepreneurs...
Allan Rolnick
Founder and an Accountant at TriState Tax Resolution
Allan Rolnick is the Founder and an Accountant at TriState Tax Resolution The Tax Rescue Squad LLC, a New York-based tax consulting firm helping individuals and small business owners resolve IRS and state tax issues. Since starting his practice in 1992, Allan has guided clients through complex tax challenges — including audits, levies, back taxes, wage garnishments, and tax liens — helping them regain financial stability and peace of mind. He is affiliated with leading professional organizations, including the New York State Society of CPAs, the American Society of Tax Problem Solvers, Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professionals.