Shows
The Think Realty PodcastThink Realty Podcast #333 - Are You Leaving Money on the Table With Your Investments? (AUDIO ONLY)Tax strategies may seem complicated, but missing out on them could cost you thousands! Eddie sat down with Matt Chancey, a Florida-based tax expert who has dedicated his career to helping real estate investors unlock hidden financial benefits. They chat about if Matt is bullish or bearish on multifamily properties and why, syndications versus syndicators and the powerful tax-saving tactics that can change the game for both new and seasoned investors. From understanding depreciation to maximizing deductions, Matt breaks down complex tax strategies into actionable steps that could make a real impact on your bottom line and discusses some...2024-11-1223 minThe Think Realty PodcastThink Realty Podcast #333 - Are You Leaving Money on the Table With Your Investments?Tax strategies may seem complicated, but missing out on them could cost you thousands! Eddie sat down with Matt Chancey, a Florida-based tax expert who has dedicated his career to helping real estate investors unlock hidden financial benefits. They chat about if Matt is bullish or bearish on multifamily properties and why, syndications versus syndicators and the powerful tax-saving tactics that can change the game for both new and seasoned investors. From understanding depreciation to maximizing deductions, Matt breaks down complex tax strategies into actionable steps that could make a real impact on your bottom line and discusses some...2024-11-1223 min
Scale Up With Nick BradleyTax Strategies of the Ultra Rich with Matthew ChanceyNick welcomes guest, Matt Chancey, to discuss the intricacies of tax planning for high-net-worth individuals, particularly focusing on strategies to minimise taxes during significant liquidity events such as selling a business. Matt shares insights on how to strategically plan for such events, emphasising the importance of early preparation and collaboration with a team of expert advisors. They delve into the concept of tax alpha solutions, exploring how investing in real estate and other tax-efficient strategies can help individuals retain more of their wealth. KEY TAKEAWAYS Planning for tax implications bef...2024-08-0148 min
Financial FlossingEp 125: Have you outgrown your CPA?🎙️ Seeking Tax Wisdom Beyond the Ordinary 📈Are you ready to transcend the ordinary and elevate your financial wisdom? In a world where high-income and high-net-worth individuals navigate complex financial landscapes, a guiding light emerges Matt Chancey. With over 15 years of experience in the finance industry, Matt is not your ordinary financial advisor. He's a tax reduction virtuoso, dedicated to legally reducing taxes on income and capital gains for his national clientele.🚀 Quick Summary 🌟In this enlightening episode of Financial Flossing, join us as we delve into the world of tax reduction with Matt Chancey. Beyond tax strategies, Matt transforms financial futures, often...2023-11-2931 min
Case Closed: The Contingency Fee Attorney PodcastThe Mayor on Trial: One Attorney's Unique Legal LandscapeJoel Greer boasts a substantial legal background coupled with a deep dedication to the principles of justice. Holding key leadership positions, including the presidency of the Iowa Academy of Trial Lawyers, the Iowa State Bar Association, and the Vice Presidency of Iowans for Justice, he has left an indelible mark on the legal landscape. Acknowledged as a fellow of the American College of Trial Lawyers, Joel has also chaired both the Iowa Supreme Court Grievance Commission and the State Judicial Nominating Commission. His academic pursuits include an M.A. in political science from the University of Iowa and a...2023-11-2231 min
Case Closed: The Contingency Fee Attorney PodcastBeyond Courtrooms: Personal Stories Fueling Social AdvocacyThis episode Michael Clanin interviews Michael Haggard, a managing partner at the Heckard Law Firm in Miami. Haggard shares insights into his legal career, his motivation to practice personal injury and wrongful death law, and the firm's dedication to representing crime victims. Haggard highlights a significant case where they secured a $100 million verdict for a victim named Sammy Brock, who became a quadriplegic due to a carjacking. This case marked a turning point for the firm, which gained recognition as advocates for crime victims. They have since lobbied for gun restrictions, victim's compensation, and the r...2023-11-1536 min
Case Closed: The Contingency Fee Attorney PodcastNavigating the Complexities of the Justice SystemOn this episode of Case Closed, host Michael Clanin interviews Matt Long. Matt Long is a seasoned lawyer with a specialization in criminal and personal injury law, and a keen interest in trial law and system accountability. He is a partner at Long and Simmons Law in Phoenix, Arizona, and has a wealth of experience, including over 75 jury trials. Matt's perspective is centered on the importance of specialization in criminal and personal injury law, and system accountability. He stresses the need for accurate information and the right attorney, advising individuals to thoroughly vet their attorney and seek a second...2023-11-0936 min
Knowledge Brews SupremeInterview with Matt Crumpton, Host of the Solving JFK PodcastMy guest for this episode is Matt Crumpton, host of the Solving JFK podcast. Solving JFK is a podcast that weighs lone gunman vs conspiracy evidence, point by point, to determine if the Warren Report got it right. All facts are cited. The series includes episodes where Matt goes back and reviews what he got right and what he got wrong. Season 1 is available at Spotify or wherever you listen to podcasts and season 2 is set to drop on 11/22 of all days.
You can find Matt's upcoming book here.
Knowledge Brews Supreme is sponsored by Sl...2023-10-261h 06
Case Closed: The Contingency Fee Attorney PodcastFinding the Right Lawyer: Ensuring Proper Guidance and ProtectionBen Jemsek is a seasoned attorney with a specialization in personal injury law practice. His background spans various areas of law, including plaintiffs work, defense work, and business law, and his expertise extends beyond the local level, having successfully represented clients in multiple states and even internationally. Ben's perspective on personal injury law practice is centered around the well-being and best interests of the injured clients. He expresses concern about how changes in the legal landscape may impact the quality of representation and whether clients are getting the best lawyers. He emphasizes the importance of choosing an attorney based...2023-10-1943 min
Case Closed: The Contingency Fee Attorney PodcastFinding the Right Lawyer: Ensuring Proper Guidance and ProtectionBen Jemsek is a seasoned attorney with a specialization in personal injury law practice. His background spans various areas of law, including plaintiffs work, defense work, and business law, and his expertise extends beyond the local level, having successfully represented clients in multiple states and even internationally. Ben's perspective on personal injury law practice is centered around the well-being and best interests of the injured clients. He expresses concern about how changes in the legal landscape may impact the quality of representation and whether clients are getting the best lawyers. He emphasizes the importance of choosing an attorney based...2023-10-1943 min
Case Closed: The Contingency Fee Attorney PodcastFinding the Right Legal RepresentationOn this episode of Case Closed, host Michael Clanin interviews David Catanese. David’s journey from small-town Steubenville, Ohio, to becoming a prominent Arizona attorney is nothing short of remarkable. With dual majors in Honors History and Political Science from Canisius College, he ventured to Arizona State University College of Law in 1984, graduating in 1987. His legal career began in 1988, representing injured individuals, battling corporate giants like Ford and GM. In 1994, he became a partner at Rake & Catanese, P.C., securing victories in diverse tort cases, including wrongful arrests and significant sexual harassment verdicts. In 2008, he founded the Catanese Law Fi...2023-09-1437 min
Case Closed: The Contingency Fee Attorney PodcastPreparation and Client Care: Keys to Legal SuccessOn this episode of Case Closed, host Max Newman interviews Christopher Zachar. Christopher is a personal injury trial lawyer who has practiced law in Arizona since 1992. He graduated from Arizona State University in Tempe in 1989 with a Bachelor of Science Degree in Political Science, and in 1992 from the University of Arizona College of Law in Tucson with his Juris Doctor Degree. He is admitted to practice law in all city, county and state courts in Arizona. In addition, Chris is admitted to practice law in the United States District Court, the Ninth Circuit Court of Appeals and the United...2023-09-0725 min
Case Closed: The Contingency Fee Attorney PodcastRiding the Road of Justice: Motorcycle Law RevealedOn this episode of Case Closed, host Michael Clanin interviews Pete Leehey. For over 30 years, Pete Leehey has been helping people injured in motorcycle and auto crashes. As a biker and motorcycle enthusiast himself, Pete understands the effects of a serious collision from both a professional and a personal perspective. Pete has been awarded the AV rating, the highest possible rating for legal ability and ethics from the Martindale- Hubbell Law Directory, based on reviews by other lawyers and judges. Pete has also been named a Top 100 Trial Lawyer (Iowa) by the American Trial Lawyers A...2023-08-1023 min
Case Closed: The Contingency Fee Attorney PodcastChallenging Florida's Claims LawOn this episode of Case Closed, host Max Newman interviews David Zappitell. David has been practicing personal injury law for 32 years and is based in Delray Beach, Florida. He handles significant cases involving bad injuries, amputations, and other negligent acts such as truck accidents, pedestrian accidents, and medical malpractice. He has represented celebrities, athletes, and musicians in his practice, and has had an aggregate award of $22 million in a bad faith case. On the podcast, Max and David discuss the RICO play model, which arose in the amendments to the work comp statute in the e...2023-08-0320 min
Case Closed: The Contingency Fee Attorney PodcastRace, Rights, and Justice: Rachel Guin's StoryOn this episode of Case Closed, host Max Newman interviews Rachel Guin. Rachel joined Rothberg Law Firm in July of 2020 bringing over six years of experience with her. After quick success, she was invited to become Partner in January of 2021. Rachel’s practice focuses on employment litigation, general litigation, employee benefits, civil rights litigation, and constitutional law. She provides advice to employers, human resources, and in-house counsel in managing the termination of employees, crafting policies to meet the unique needs of their business, working through leaves of absence and disability accommodations, as well as many other unforeseen issues that em...2023-07-2718 min
Case Closed: The Contingency Fee Attorney PodcastTruck Accident Law: A Specialty PracticeOn this episode of Case Closed, host Michael Clanin interviews Tim Semelroth. Tim is the first attorney in Iowa who was board-certified by the National Board of Trial Advocacy (NBTA) in trucking accident law. He is currently on the Board of Regents for the Academy of Truck Accident Attorneys (ATAA), serves on the faculty for the esteemed Trial Lawyers College, and speaks often at seminars and conventions about trucking accident law. On the podcast, host Michael and guest Tim discuss the importance of finding a truck accident lawyer who specializes in the field - and w...2023-07-2025 min
Case Closed: The Contingency Fee Attorney PodcastRainmaking Strategies for LawyersOn this episode of Case Closed, host Seth Greene interviews David Freeman, an award-winning author and consultant who teaches lawyers how to become powerful rainmakers so they can attract great clients, multiply their income, expand their influence in their firms and achieve more satisfying careers. A former lawyer from New York, he is a two-time, all-time, best-selling author (overall, he has authored and coauthored 15 books on business development, cross-selling and leadership) and he was inducted into the National Law Journal Hall of Fame for being voted the #1 business development consultant and coach for three consecutive years...2023-07-1320 min
Hothouse TransplantsEpisode 8: Matt and Jennie ChanceyAn interview with Matt and Jennie Chancey.2023-07-091h 07
Case Closed: The Contingency Fee Attorney PodcastPersonal Injury Law: Mike Hancock's 30-Year JourneyOn this episode of Case Closed, host Max Newman interviews Mike Hancock, a personal injury attorney in Tampa, Florida with a 30-year career. When it comes to personal injury attorneys, Mike Hancock is a name you should know. In 1996, after representing insurance companies for eight years, and having gained an insider knowledge of the insurance industry, Mr. Hancock left a successful insurance defense firm and founded Hancock Injury Attorneys. Using his knowledge of defense side of the insurance industry, he has been devoted exclusively to representing the injured in personal injury and wrongful death cases for over 30 years now. 2023-07-0614 min
Case Closed: The Contingency Fee Attorney PodcastAn Insider's View on Personal Injury LawIn this episode of Case Closed, host Max Newman interviews Bobbi Madonna, an attorney that uses her litigation skills and knowledge to zealously represent individuals injured as result of other’s negligence in her personal injury department. Her personal injury team consists of not only her, but also two seasoned staff members with over 50 years of combined personal injury experience. As a natural team player, she also continues to use her obtained legal skills to support the criminal defense department. She joined the law firm in 2019. She became the managing partner in 2021 when former-owner Chip Mander entrusted her to gu...2023-06-2914 min
Case Closed: The Contingency Fee Attorney PodcastTaking a Stand: Educational Malpractice in IllinoisIn this episode of Case Closed: The Contingency Fee Attorney Podcast, host Max Newman interviews Ryan Byers, an Illinois-based lawyer. Ryan D. Byers joined the law firm of Rammelkamp Bradney in 2008 and concentrates his practice in civil litigation. Ryan received a bachelor’s degree in political science with high departmental distinction from the University of Illinois at Urbana-Champaign and graduated magna cum laude from the Michigan State University College of Law. In his litigation practice, Ryan advocates for both individuals and institutional clients in situations such as personal injury cases, contract disputes, insurance coverage issues, and...2023-06-0813 min
Case Closed: The Contingency Fee Attorney PodcastStrategies for Small Business SuccessIn this episode of Case Closed: The Contingency Fee Attorney Podcast, host Shawn Kuntz interviews Betsy Lynch, an expert in small business law. Betsy Lynch is a proactive problem solver for small businesses. She represents small businesses in contract and vendor disputes, loan negotiations, bankruptcy, and also helps protect assets using estate & succession planning tools. She received her Bachelors degree in Business and Finance from Westminster College in 2002 and her Juris Doctorate from the University of Missouri-Kansas City in 2005. While clerking for the Honorable Robert L. Trout, an Associate Circuit Judge in Jackson County, she g...2023-05-2535 min
Case Closed: The Contingency Fee Attorney PodcastBusiness Litigation MasteryIn this episode of Case Closed: The Contingency Fee Attorney Podcast, host Max Newman interviews Mark Chatow. Mark Chatow is the principal of Chatow Law PC, a business litigation firm built on a foundation of Mark’s 20 years in business as co-founder and executive at companies that reached #25 and #5 on the Inc 5000. Chatow Law represents a range of business clients in contingency matters from owners of small to mid-sized companies with minority shareholder, business fraud and partnership disputes to commercial breach of contract matters for a Fortune 500 company. Listen to this informative Case Closed: The Con...2023-05-1819 min
Case Closed: The Contingency Fee Attorney PodcastInsurance Industry Challenges & InsightsIn this episode of Case Closed: The Contingency Fee Attorney Podcast, host Max Newman interviews Jesus David Moises, a property insurance lawyer who also worked on the BP oil spill class action litigation in Florida. Moises is the founding partner of Moises Law, P.A., where his litigation practice has covered a wide range of matters such as business and real estate litigation, contractual disputes, corporation, partnership, and joint venture disputes, non-compete agreements, insurance disputes, personal injury, and various family law matters. Moises also represents and advises clients on transactional matters, including real estate transactions and asset purchase transactions.2023-05-1117 min
Case Closed: The Contingency Fee Attorney PodcastPassion and Advocacy: Lessons from Contingency Fee AttorneyCandise has dedicated her entire legal career to handling insurance cases involving property damage and personal injury cases. She began her legal career representing insurance companies, which has provided her with great insight, unique vantage point and advantage in representing policyholders and injured individuals throughout the State of Florida. For the past 10 years, Candise has been the managing partner of Cernitz Law whom she started with her husband, Justin Cernitz. Listen to this informative Case Closed: The Contingency Fee podcast episode with Candise Shanbron about the importance of building fruitful business relationships. He...2023-05-0431 min
Case Closed: The Contingency Fee Attorney PodcastNavigating Employment Law: Real-Life Cases & ChallengesHeather graduated cum laude from Duke University in 1989, where she majored in Comparative Literature and. After graduation, Heather realized the academic life was not for her and, in 1991, she entered law school at Washington University in St. Louis. While in law school, Heather fell in love with the world of civil rights and was particularly interested in the new developments in employment law reflected in the 1991 amendments to the Civil Rights Act of 1964. After graduating, Heather worked in private practice and was fortunate enough to clerk for the Honorable Clyde J. Kuehn, who was then on the Illinois Court of...2023-05-0229 min
Case Closed: The Contingency Fee Attorney PodcastMastering the Law: Unique & Challenging CasesLuis Scott is a highly respected attorney, sought-after speaker and the owner of 8-Figure Firm Consulting and Bader Scott Injury Lawyers. Luis is known for his expertise in helping legal professionals optimize and grow their practices to 8 Figures in yearly predictable revenue and beyond.With over 20 years of experience in the legal industry, including as the managing partner of a successful law firm, Luis has helped thousands of families navigate the legal system.As the managing partner of Bader Scott Injury Lawyers, he is committed to making a positive...2023-04-2719 min
Case Closed: The Contingency Fee Attorney PodcastChallenges and Strategies of Building a Law FirmTylor Whitham is a compassionate, talented and hard-working person that puts the needs of the client first. He has obtained millions in awards for his clients and believes every case is unique and deserves its own specific approach. In doing this Tylor attempts to ensure that each case has the best possible result given all the circumstances. Listen to this informative Case Closed: The Contingency Fee podcast episode with Tylor Whitham about running a successful law practice. Here is what to expect on this week’s show:
Tylor’s path to bec...2023-04-2537 min
Case Closed: The Contingency Fee Attorney PodcastInsider Tips for Winning Workers' CompSteven Litner is an attorney/partner at Rawson Merrigan & Litner. He has considerable trial and ADR experience representing individuals in bodily claims including motor vehicle accidents, slip/trip and falls, and workers’ compensation. He has established strong long-term relationships with judges, opposing counsel, and insurance adjusters. His goal, consistent with my nearly thirty years of experience, is to provide top-notch legal representation to his clients while remaining strong lines of communication. Listen to this informative Case Closed: The Contingency Fee podcast episode with Steven Litner about the role of contingency fees in personal injury claims.2023-04-2017 min
Case Closed: The Contingency Fee Attorney PodcastBreaking Down Personal Injury Law: An Inside LookAttorney Bradley Peri graduated with a Bachelor of Arts degree from Michigan State University in 2006, and thereafter attended law school at The University of Detroit Mercy School of Law. He graduated with his Juris Doctorate in 2009 and was honored as member of the Dean’s Honor Society. Since his admission to the Michigan Bar in 2009, his practice as a trial attorney has been devoted to personal injury law, criminal defense, and general practice. In 2011, Peri joined the personal injury attorneys at Goodman Acker and now specializes solely in personal injury work and long/short term disability disputes. 2023-04-1316 min
Case Closed: The Contingency Fee Attorney PodcastRun A Marathon, Not A SprintRun A Marathon, Not A Sprint – Case Closed: The Contingency Fee Podcast Episode 010 Seann Malloy Seann Malloy represents clients in all types of civil litigation, both at the trial court and appellate court levels. He believes that a civil litigator who is persuasive, prepared and knows how to handle himself in court can effectively represent a client in almost any type of civil case. Listen to this informative Case Closed: The Contingency Fee podcast episode with Seann Malloy about personal injury law. Here is what to expect on thi...2023-04-0618 min
Case Closed: The Contingency Fee Attorney PodcastWorking For The UnderdogColeman Younger is an attorney practicing personal injury law from Patterson Legal Group’s Garden City office. Coleman was born and raised in Frankfort, Kansas, and spent most days on the family farm. Coleman earned a bachelor’s degree in political science from Kansas State University. Coleman attended law school at Washburn University and was vice president for the Washburn Agricultural Law Society.Prior to joining Patterson Legal Group, Coleman worked at Brollier from 2015-2016, Wolf & Kuharic in Hugoton, Kansas, where he focused on general practice law including agricultural law, criminal defense, and domestic litigation. In 2017, Coleman joined...2023-03-3030 min
Case Closed: The Contingency Fee Attorney PodcastThe Lack of Self Governance by Lawyers is ShamefulAttorney Jordan B. Acker has dedicated his life to improving the country and his community. After graduating from the University of Michigan with a B.A. in History in 2006, he went to work for the Michigan Democratic Party as the Deputy Communications Director. Following the 2006 elections, he worked on staff for U.S. Representative John Conyers (D-Detroit) for the House Judiciary Committee in Washington, D.C. His focus in that position was on issues such as the powers of the president in wartime, civil rights, and the NBA labor dispute. His work with Rep. Conyers on this committee helped...2023-03-2316 min
Case Closed: The Contingency Fee Attorney PodcastThe Lem Garcia Law PromiseThe son of hardworking immigrants from the Philippines, Lem was the first person in his family born in the United States. He received a journalism degree from California State Polytechnic University in Pomona, then worked as a law clerk for several years at a complex civil litigation firm in Pasadena. Lem also worked as a photographer for the LA Clippers, but left his dream job to earn his law degree from Western State University College of Law in Fullerton. During law school, he received a full scholarship, was a member of the law review, and graduated in the top 20...2023-03-1611 min
The Haney Company Financial Guy PodcastTax secrets of the 1%How can you significantly reduce your tax liability when you make more than $500,000 a year? What about when you finally sell your company & get a significant payday? What happens when you want to liquidate some real estate holdings? Navigating taxes successfully involves one key thing: knowing which part of the tax code you need to work with to be effective. My guest Matt Chancey is a Tax Shelter & Tax Strategies expert, and we dig into some significant stuff when it comes to some of the more obscure parts of the tax code. Matt works with high income and high...2023-03-131h 27
Case Closed: The Contingency Fee Attorney PodcastFirst Party Bad FaithKellen Brian Howard Sinclair is partner at Stawicki, Anderson and Sinclair, a personal injury law firm based just outside of Sacramento, CA. Throughout his career, Kellen has represented clients who need assistance on claims related to car accidents, dog bites, wrongful death and more. He performs extensive pre-litigation and litigation work which involves resolving disputes with insurance companies and their attorneys to get his clients the most value for their case. Listen to this informative Case Closed: The Contingency Fee podcast episode with Kellen Sinclair about his history of cases and practice advice....2023-03-0912 min
Locked On Astros - Daily Podcast On The Houston AstrosFantasy Baseball Preview: Houston Astros EditionEric and Brett sit down with the Locked on Fantasy Baseball Super Duo Matt and Dom. We get you ready for your fantasy baseball draft. What Astros Players should you draft, and what sleepers may be in the mix? Also, we ask them what draft strategies they use to win. Top 3 Non-Astros Pitchers and Position Players you MUST Draft.Locked On Astros, the daily podcast about the Houston Astros, hosted by Eric Huysman and Brett Chancey, is part of the Locked On Podcast Network.Be sure to subscribe to Locked On Astros...2023-03-0836 min
Case Closed: The Contingency Fee Attorney PodcastDirt and DebtAs an attorney, Bryant Dunivan focuses much of his practice on helping Florida and Michigan residents protect their interests in various fields. Most of the time, his practice focuses on Debtor’s Rights law and Real Estate Law Since graduating from Western Michigan University - Cooley Law School, he has been passionate about defending clients’ rights and ensuring each client makes informed decisions in any legal matter.He is admitted to practice in all Florida and Michigan state courts and the United States District Court for the Middle District of Florida (including the Bankruptcy Court), the Southern Dist...2023-03-0212 min
Case Closed: The Contingency Fee Attorney PodcastThe Law is How You Interpret ItThe Law is How You Interpret It – Case Closed: The Contingency Fee podcast Episode 004 Scott Distasio32 years of experience dedicated to injury law with a specialty focus on Medical Malpractice and Nursing Home Abuse and Neglect. He is admitted to the U.S. District Courts for the Northern, Middle, and Southern Districts of Florida, as well as the U.S. Court of Appeals, Eleventh Circuit. He’s also admitted to the U.S. Supreme Court. Listen to this informative Case Closed: The Contingency Fee podcast episode with Scott Distasio about how to be menta...2023-02-2314 minLocked On Astros - Daily Podcast On The Houston AstrosAstros: Jose Altuve wants to be in Houston forever!On today's Locked On Astros podcast, Eric and Brett discuss the latest news coming out from the initial days from spring camp. Who's hurt physically and mentally? Who is ready for baseball? What did Dana Brown do special to get Matt Gage to Houston?Locked On Astros, the daily podcast about the Houston Astros, hosted by Eric Huysman and Brett Chancey, is part of the Locked On Podcast Network.Be sure to subscribe to Locked On Astros on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts, and come back every weekday morning and...2023-02-2031 min
Case Closed: The Contingency Fee Attorney PodcastTransparency Is KeyGalimidi Law was founded on the idea that everyone should have access to the same level of representation that insurance companies and other large corporations enjoy. After having been hired by some of the world’s largest companies for nearly twenty years, the Firm’s founding partner, Emanuel Galimidi, made the decision to bring his expertise and experience to those who need it the most, the injured and their families.Prior to founding Galimidi Law, Mr. Galimidi was a shareholder at one of the most successful and fastest growing defense firms in the United States with offices in M...2023-02-1618 min
Case Closed: The Contingency Fee Attorney PodcastBe Thorough. Trust. Advocate.Handling all types of personal injury and wrongful death claims, Jon Groth, founder of Groth Law Firm, advocates strongly on behalf of those adversely affected by automobile and motorcycle accidents, trucking accidents, defective products, dangerous property conditions, animal attacks, nursing home abuse, and bicycle and pedestrian accidents. Throughout the course of his career, he has recovered millions of dollars on behalf of those he serves, earning his membership to both the Million Dollar Advocates Forum and the Multi-Million Dollar Advocates Forum alongside being named a Rising Star, a SuperLawyer, receiving a superb 10 on Avvo, and being named one of the...2023-02-0915 min
Case Closed: The Contingency Fee Attorney PodcastAlign With Your Clients InterestsAs a litigator and trial attorney, Parag has saved and recovered millions of dollars for his clients and represented the gamut including employees, small business owners, everyday citizens and public figures. His work has led to quotes in such publications as L.A. Weekly, the L.A. Times, and Rolling Stone Magazine, as well as being given the prestigious Rising Star designation by SuperLawyers for 2017, 2018, 2019, and 2020 (the Rising Star award is given to less than 2.5% of attorneys and only to those who have exhibited excellence in practice). Even with the large settlements, successes and the awards, Parag has never...2023-02-0230 min
Case Closed: The Contingency Fee Attorney PodcastWelcome to Case Closed: The Contingency Fee Podcast!Case Closed: The Contingency Fee podcast is led by industry experts who unlock insights from the nation’s top contingency fee attorneys. Each week on the show the guests share how they got started, secrets of their success and what’s working in today’s marketplace. Guests on the Case Closed Podcast include successful contingency fee attorneys that will share their secrets so you can close more cases. Tune in each week for a dynamic conversation about winning legal strategies that will grow your business. Learn more about your ad choices. Visit m...2023-01-2001 min
Tax-Alpha SolutionsEp44: The IRS Will Get Their Pound of Flesh. Part 2Paul 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 El...2023-01-1148 min
Tax-Alpha SolutionsEp43: The IRS Will Get Their Pound of Flesh. Part 1Paul 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 El...2023-01-1143 min
Tax-Alpha SolutionsEp42: Confirm through Due DiligenceRoman 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...2022-12-1425 min
Financial FlossingEp 074: Have You Outgrown Your CPA?Matt Chancey works with high-income and high-net-worth clients nationally to legally reduce taxes on income or capital gains. He starts with tax reduction strategies to determine which best fit the client's unique situation and often leads to a more comprehensive financial planning or investment management solution that looks not just at what his clients make but how they keep more of it.Matt has been in the finance industry for over 15 years, and as well as working directly with high-profile clients, he is highly sought after for education, teaching, and guest speaking within the industry. Listen to this information-packed Financial Fl...2022-12-0731 min
Tax-Alpha SolutionsEp41: The Power of Brands is More Important Than Ever.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 p...2022-12-0734 min
Tax-Alpha SolutionsEp40: Billable Hours are A Terrible ThingLaurence 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 experi...2022-11-3053 min
Tax-Alpha SolutionsEp39: The Power of BrandingWilliam 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 brandi...2022-11-2327 min
Tax-Alpha SolutionsEp38: The Best Time to Plan is Now!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 ar...2022-11-1644 min
Tax-Alpha SolutionsEp37: The Better the Estate Plan, the Less Work for the Family After DeathGreg 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...2022-11-0949 min
Tax-Alpha SolutionsEp36: Law and Accounting Business SolutionsKimberly 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...2022-11-0248 min
Jays From HomeMattress Mack’s Big BetThis week, Brett Chancey from @LockedonAstros podcast joins Matt to talk about the World Series. They talk about the Astros dominance, Jose Altuve’s resurgence, James Click’s future, redemption in the wake of the cheating scandal and Mattress Mack’s $75 million bet.
Also: Meditation is key…2022-10-3144 min
Tax-Alpha SolutionsEp35: Things Get Messy Unless You’re PreparedRaised 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 Stud...2022-10-2638 min
Tax-Alpha SolutionsEp34: Protect Yourself in the MetaverseNicolle 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...2022-10-1947 min
Tax-Alpha SolutionsEp33: The Best Moves You Can Make Are Before the Year EndsEric 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...2022-10-1256 min
Tax-Alpha SolutionsEp 32: Tax Touches EverythingDuring 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...2022-10-0543 min
Tax-Alpha SolutionsEp 31: Trademark and Copyright SecretsAna 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...2022-09-2859 min
Tax-Alpha SolutionsEp 30: Do as the Romans DoBoard 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 exp...2022-09-211h 01
Tax-Alpha SolutionsEp 29: Take The Leap and Make the PivotAttorney 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 Flor...2022-09-1456 min
Tax-Alpha SolutionsEp 28: You cannot improve what you cannot measure.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 U...2022-09-0745 min
Tax-Alpha SolutionsEp 27: Mass Tort InsightsTerry 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...2022-08-3137 min
Tax-Alpha SolutionsEp 26: Working with Cross Border FamiliesMaria 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 sho...2022-08-2442 min
Tax-Alpha SolutionsEp 25: The Right Clause for the Right SituationGary 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 t...2022-08-1751 min
Tax-Alpha SolutionsEp 24: The Meat isn’t in the Exit. The Meat is in the Ownership and OperationDavid Barnett has been working with small and medium sized businesses for over 20 years. He has helped entrepreneurs buy and sell them, He has helped them grow. He has helped people finance them. David is the author of 8 books about small business transactions and local investing. He is the host of a YouTube channel with hundreds of videos about buying, selling, financing and managing small and medium sized businesses. Listen to this informative Tax-Alpha Solutions episode with David Barnett about the inner workings of a business broker. Here is what to expect on this week’s show: How David saw the...2022-08-1052 min
Tax-Alpha SolutionsEp 23: Tips for Selling a BusinessBefore David started his own California business brokerage practice, he held numerous sales and business development roles within the software industry in Silicon Valley. During this time, he successfully negotiated multi-million dollar global deals with large companies such as Microsoft, Oracle, and Sun Microsystems. He's also a past entrepreneur, having built a commercial print brokerage business focused on business-to-business catalogs. His firm established contractual relationships with printers across the country and largely functioned as their outsourced sales agents. This business grew to become the third-largest print brokerage in the country. A key reason he was successful was because of the softw...2022-08-0331 min
Grow Your Business and Grow Your WealthMatt Chancey- Financial advisor and tax expertMatt Chancey works with high income and high net worth clients nationally to legally reduce taxes on income or capital gains. He starts with tax reduction strategies to determine which best fit the clients unique situation and often leads into a more comprehensive financial planning or investment management solution that looks not just at what his client's make, but how they keep more of it. Matt has been in the finance industry for over 15 years and as well as working directly with high profile clients, he is highly sought after for education, teaching, an...2022-08-0334 min
Tax-Alpha SolutionsEp 22: You Can't Outsource DirtYou Can’t Outsource Dirt – Tax-Alpha Solutions with Matt Chancey Episode 22 featuring Elizabeth Whitman Elizabeth Whitman is Managing Member of Whitman Legal Solutions, LLC, located in the Washington, DC Metro Area. Her 25+ years of real estate experience includes more than $4 billion in transactions spanning most asset classes. She has a particular interest in real estate securities and Section 1031 exchanges. Before forming Whitman Legal Solutions, Elizabeth was General Counsel for a national, privately-held real estate securities sponsor and a property management company. She also previously was Deputy General Counsel in charge of real estate and securities matters for a public company and...2022-07-2749 min
Tax-Alpha SolutionsEp 21: Confident Sailing Backed by InsuranceConfident Sailing Backed by Insurance – Tax-Alpha Solutions with Matt Chancey Episode 21 featuring John Reed John Reed helps advisors and strategic partners implement and maintain advanced wealth/business protection and transfer strategies for their most valued customers. He has helped insurance advisors with over 200 Premium Finance cases resulting in +$2.4B of coverage, +$450M of financed premiums, and +$56M FYC. He currently serves on the Finance Committee for the city of Newport Beach, CA, is the past-president of The Elite OC: Young Professionals Giving Back, and is a graduate of University of Cincinnati where he studied Aerospace Engineering and MBA. He is an...2022-07-201h 10
Tax-Alpha SolutionsEp 20: The Legal Side of BusinessEpisode 020 The Legal Side of Business, Featuring Andrew Legrand – Alpha Tax with Matt Chancey Andrew Legrand is the founder of Spera Law Group, LLC, a cloud-based and paperless law firm in New Orleans, Louisiana. The firm proactively guides business owners around legal pitfalls…and helps them out when they fall in. The firm has been recognized in Forbes, New Orleans City Business, and Business Insider, among others. SuperLawyers honored him as a Rising Star among Business and Corporate Attorneys 5 years running. As a tech nerd with a law license, Andrew has presented at the American Bar Association’s TECHSHOW, ClioCloud9 Conference...2022-07-1351 min
Tax-Alpha SolutionsEp 19: Tax Planning StrategiesEpisode 019 Tax Planning Strategies, Featuring David French – Alpha Tax with Matt Chancey David grew up in a hard-working family in Harrison, New York. When he was eleven, he started his work career at the local country club as a golf caddy. When he wasn’t lugging golf bags around, he was in the weight room or on the football field. He was an all-conference player in college at Salve Regina University and finished up his studies at Roger Williams University, majoring in Accounting. After working for other CPA firms for 6 years, in 2018 David launched David French & Associates in Austin, TX, a ta...2022-07-0643 min
Tax-Alpha SolutionsEp 18: How to Be Successful in Real EstateEpisode 018 How to be successful in real estate, Featuring Jeffrey Brogger – Alpha Tax with Matt Chancey Jeffrey Brogger is the founder of STEEZY.Digital, known for its work with the top 1% of real estate professionals. From empowering them with technology to helping them generate and nurture leads automatically, Jeff has helped even the top-producing realtors grow their business in ways they never thought possible. Jeff also founded a successful commercial realty firm in Southern California. He’s an avid surfer, and when he and his wife Megan aren’t traveling the world, he’s taking advantage of the waves in the Paci...2022-06-2944 min
Tax-Alpha SolutionsEp 17: The Appraisal ExpertEpisode 017 The Appraisal Expert, Featuring Bharat Kanodia – Alpha Tax with Matt Chancey Bharat Kanodia has valued over 2000 businesses and signed off on assets worth $2.6 trillion in value. He has appraised unique assets like the Golden Gate Bridge, Atlanta Airport, Uber, Airbnb, Yahoo!, Brooklyn Bridge, Mirage Casino LV, among many others. Bharat is the Founder of Veristrat and helps startup founders and VCs by telling them what their companies are worth. He lives in the San Francisco Bay area with his family and enjoys sailing, golfing, skiing, and horseback riding. In our conversation, Bharat talks about his experience as an appraiser an...2022-06-2226 min
Tax-Alpha SolutionsEp 16: Investing Across BordersEpisode 016 Investing across borders, Featuring Lauren Cohen – Alpha Tax with Matt Chancey Lauren Cohen is an Immigration and Cross Border Legal Expert as well as a best-selling author and sought-after speaker. Real estate investors and entrepreneurs hire Lauren with her harmonized concierge approach to help overcome obstacles and navigate business and investment across borders so that they are able to invest, live, work and play - anywhere. Find out more at investingacrossborders.net In our conversation, Lauren talks about how she helps her clients and how you can invest in real estate across borders. Other topics we discuss include: How to...2022-06-1521 min
Tax-Alpha SolutionsEp 15: Everything You Need to Know About Estate PlanningEpisode 015 Everything you need to know about estate planning, Featuring Everett Sussman – Alpha Tax with Matt Chancey Since 1993, attorney Sussman has operated a solo-practitioner law firm, with a practice focusing on estate planning and probate administration. He brings experience, expertise, sensitivity, and humor to what can often otherwise be a stressful, trying process. His clients have ranged from centenarians to the not-yet-born; from simple situations to the complex. He has extensive experience working with special needs families. In our conversation, Everett talks about how he helps his clients create their estate plans and how you can too. How Covid has ch...2022-06-0848 min
Tax-Alpha SolutionsEp 14: How You Can Make Money With Real EstateEpisode 014 How you can make money with real estate, Featuring Aaron Norris, VP of The Norris Group – Alpha Tax with Matt Chancey Aaron is VP of The Norris Group which provides hard money to real estate investors in Florida and California. TNG also helps investors accomplish complex 1031 exchanges into new built-to-rent (B2R) inventory in Florida. Aaron served as VP of Market Insights for PropertyRadar for almost two years teaching investor, Realtors, mortgage professionals ans service providers about the power of public records data that helps Main Street small businesses disrupt disruptors. See his work on Forbes.com, Think Realty Magazi...2022-06-0157 min
Tax-Alpha SolutionsEp 13: The Role Taxes play in your businessEpisode 013 The role taxes play in your business, Featuring Jared Johnson, Attorney-CPA – Alpha Tax with Matt Chancey As an attorney-CPA, Jared Johnson provides tax representation and guidance on complex tax laws and disputes, corporate transactions, reporting, asset protection and cross-border issues. He regularly assists in compliance with Internal Revenue Code as well as the Employee Retirement Income Security Act of 1974 (ERISA). Jared works alongside high-net-worth business owners throughout the business lifecycle, from incubation and startup through growth and dissolution. In addition to his guidance on tax issues such as ERISA and 409A matters, he provides strategic direction on planning, formation, go...2022-05-251h 10
Tax-Alpha SolutionsEp 12: The Ins and Outs of Insurance CoverageEpisode 012 The ins and outs of insurance coverage, Featuring Peter Conte, Honig Conte Porrino insurance Agency Inc., Insurance Broker – Alpha Tax with Matt Chancey Peter Conte’s experience in finance and real estate has been a great asset while helping clients put together insurance programs that make sense. He is a graduate of American University with a Bachelor of Science in Business Administration, Specializing in Finance and Marketing, and an economics minor. Peter also obtained his Masters of Science in Real Estate, from American University as well, while simultaneously working for CBRE. After completing his studies he worked for Freddie Mac fo...2022-05-1849 min
Tax-Alpha SolutionsEp 11: In The Business To Exit RichEpisode 011 In the business to Exit Rich, Featuring Michelle Seiler Tucker, Exit Rich, Author and Business Broker – Alpha Tax with Matt Chancey Michelle Seiler Tucker is in the business to exit. For 20 years, Michelle has been investing and selling companies and is a leading authority on buying, selling, fixing, and growing businesses. She is a business broker selling large businesses, typically in the $10 million range. Michelle is also the bestselling co-author of Exit Rich, a must have guide for all business owners, whether they’re gearing up to sell a business now or are building out their company to sell for...2022-05-1135 min
Tax-Alpha SolutionsEp 10: A Legal Expert Explains the Complexities of Immigration LawEpisode 010 A legal expert explains the complexities of immigration law. Featuring Camilo Espinosa, Co-founder Loigica, Immigration and Business Law – Alpha Tax with Matt Chancey Camilo Espinosa is the Co-founder of Loigica, a boutique immigration and business legal firm located in Miami with satellite teams in Colombia and Spain. Immigration law is complex, with family, employment, and investment as common categories for people to immigrate to the US. Camilo knows every way people think they can immigrate to the US but are often misinformed. He is a wealth of knowledge of how to immigrate, restrictions, and giving advice to people who ma...2022-05-0449 min
Tax-Alpha SolutionsEp 09: Bridging the Gap for Understanding Legal Issues and Serving Exciting Tech EntrepreneursEpisode 009 Bridging the gap for understanding legal issues and serving exciting tech entrepreneurs. Featuring Mark Epstein, Outsourced General Counsel – Alpha Tax with Matt Chancey Outsourced General Counsel is a service that Mark Epstein offers to startup and scaling to grow companies. Mark can leave you laughing when he speaks about his early days as a lawyer, wheeling in a huge computer into the courtroom and firing off a modem to AOL just to show a judge what a website looks like. Mark enjoys bridging the gap between young, startup tech companies who need legal and business advice. His 20 years of ex...2022-04-2743 minJays From HomeInterview with Brett Chancey, Locked on AstrosSteve's back to talk about how the Blue Jays have won 5 straight series to start the year, sitting in first place in the AL East at the time of recording. Injuries abound but the team is getting it done backed by a strong bullpen. Matt interviewed Brett Chancey of the Locked On Astros podcast to talk about the Houston Astros just in time for the Blue Jays series in Houston (and ahead of next week's series in Toronto). Plus, a positive check-in with the B-Team Minnesota Twins this time around!2022-04-251h 33
Tax-Alpha SolutionsEp 08: The Satisfaction of Investing in Middle-Market BusinessesEpisode 008 The satisfaction of investing in middle-market businesses. Featuring Victor Bloede, Co-founder & Managing Director, Transitus Capital – Alpha Tax with Matt Chancey Victor is the managing director at Transitus Capital, a middle-market investment banking group based in Dallas. He provides M&A advisory service to business owners in the sale or recapitalization of their company. Victor earned an MBA from the SMU Cox School of Business, a BS in Business Management from the University of Texas at Dallas and holds Series 63 and 79 securities registrations. Victor takes great satisfaction in working with smaller, lower, middle market companies. Previously, he wouldn’t work with...2022-04-2036 min
Tax-Alpha SolutionsEp 07: Real estate for the niche, medical professional marketEpisode 07 Real estate for the niche, medical professional market. Featuring Kody Miller, CEO, Menlo Group Commercial Real Estate – Alpha Tax with Matt Chancey Kody Miller worked at Intel in the purchasing and later finance departments. As a side project, he did a lot of buys and flips on residential real estate. Kody wanted to leave the corporate world and put his skills into running a smaller business. He found his perfect match by joining Melo Group Commercial Real Estate as CEO. Kody leads the company’s recruiting efforts, plus manages business operations and strategy. He also played an integral role in M...2022-04-1335 min
Tax-Alpha SolutionsEp 06: Helping Clients Get on A Path for Future GrowthEpisode 06 Helping clients get on a path for future growth. Featuring David Braun, Founder and CEO, Capstone Strategic – Alpha Tax with Matt Chancey David Braun is the founder and CEO of Capstone Strategic, a leading M&A strategic consulting firm that has successfully facilitated over $1 billion of client transactions in over 30 countries across over 100 industries. Based in the Washington, DC, Capstone Strategic has been meeting the unique demands of mid-market companies and their corporate growth initiatives for over 25 years. David is the author of Successful Acquisitions: A Proven Plan for Strategic Growth, published by the American Management Association in 2013, with be...2022-04-0633 min
Tax-Alpha SolutionsEp 05: An M & A Strategist Speaks on Real Due Diligence.Episode 05 An M & A strategist speaks on real due diligence. Featuring Jonathan Wilson, Dubb Value Creation – Alpha Tax with Matt Chancey Jonathan Wilson, M & A, strategy and operations specialist, creates organic and inorganic value creation for start-up, Fintech, and more traditional organizations. He currently runs his own M&A and strategy consulting firm, Dubb Value Creation, based in Los Angeles. Prior to starting his company, Jonathan spent most of his career working with Fortune 500 companies as a management consultant for Accenture and Deloitte, partnering with division-level and corporate-level client executives within trailblazing organizations. Jonathan holds an MBA from the UCLA Ande...2022-03-3040 min
Tax-Alpha SolutionsEp 04: Being Charitable - Raising More Money with other People’s MoneyEpisode 04 Being charitable - raising more money with other people’s money. Featuring Randy Fox, Partner, Two Hawks Consulting – Alpha Tax with Matt Chancey There are very few people who really understand or have the depth of knowledge to handle wealth transfer of high-end estates. Randy Fox is a Certified Financial Planner and Credited Estate Planner is one of the nation’s leading experts on advanced estate planning and planned giving. He is a partner at Two Hawks Consulting and founded the Ten Billion for Charity movement. Randy is also a regular contributor to the Wealth Management website and Editor at Lar...2022-03-2341 min
Tax-Alpha SolutionsEp 03: Sharing 30 Years of Insights as A Due Diligence ProfessionalEpisode 03 Sharing 30 years of insights as a due diligence professional, with L Burke Files, Knowledge Specialist, International Finance and Due Diligence – Alpha Tax with Matt Chancey Private party due diligence exists, but the average person may not know that it exists. People think that if they have an accountant and a lawyer, it’s enough, but it’s not. L. Burke Files is an international business professional focused on due diligence, financial investigations, and supporting owners growing their business with a team of seasoned experts in branding, marketing, and customer acquisition. He has run cases in over 136 countries and is also t...2022-03-1651 min
Tax-Alpha SolutionsEp 02: A Deliberate and Calculated International Growth StrategyEpisode 02 A deliberate and calculated international growth strategy, with Mark Dohnalek, President and CEO, Pivot International – Alpha Tax with Matt Chancey Mark Dohnalek is President and CEO of Pivot International, a collaborative product design, development, and manufacturing firm. The US based company has 17 offices across three continents. Mark has led the company’s growth and strategic acquisitions to expand their innovative capabilities and global offerings in manufacturing, engineering, biometric security, industrial, consumer and medical products solutions. In the past four years, the company has made nine acquisitions. In our conversation, we spoke about Mark’s strategy, the company’s services, and its g...2022-03-0925 min
Tax-Alpha SolutionsEp 01: How an Attorney and CPA Look at The Same Situation Through a Different LensEpisode 01 How an attorney and CPA look at the same situation through a different lens, with Roman Basi, President at the Center for Financial, Legal and Tax Planning – Alpha Tax with Matt Chancey Welcome to the premier episode of Alpha Tax with Matt Chancey, an expert who works with high income and high net worth clients nationally to legally reduce taxes on income or capital gains. The first guest is Roman Basi, President at the Center for Financial, Legal and Tax Planning, based in Illinois and jurisdictions in Arizona, Florida, Illinois, Missouri, and New York. Working with his company is di...2022-03-0246 min
Tax-Alpha SolutionsTrailer: Welcome to Tax-Alpha Solutions. Strategies of the 1%.Welcome to the Tax-Alpha Solutions podcast, helping investors turn tax savings into wealth, hosted by Matt Chancey. Matt is a tax-shelter consultant, author & regular contributor for most of the largest media outlets including Forbes, CNBC, Barrons, the Wall Street Journal and Investment News, to name a few. On the show, Matt brings together experts to share with you their experience and success along with strategies of the 1%. Learn more about your ad choices. Visit megaphone.fm/adchoices2022-02-1601 min
Capital Gains Tax Solutions PodcastImportance Of Tax Planning with Matthew ChanceyMatthew Chancey, CFP– Capital Gains Tax Solutions Podcast with Brett Swarts Episode 072 Importance of Tax Planning with Matthew Chancey, CFPMatt Chancey, CFP, has spent the last 15 years in the financial services space helping clients solve big tax problems with advanced strategies around income and capital gains taxes. Matt shares his advice in his keynote presentations and has been featured in national media outlets including Orlando Sentinel, The Wall Street Journal, ABC, NBC, CBS, Fox News, CNBC, Digital Bloomberg, and Investment News.Matt looks for cli...2021-04-0738 min
Seriously, Let's PlayGoblin Raiders of the Lost Arc, 3In 2019, John and Roxy from Passionerdly Podcasts teamed up with Jared McClelland and Nathan Key (Forge Audio; Hi Hungry, I'm Dad) as well as Stacie McCarthy and Matt McClish (The Mundane and the Arcane) to put on a special one time D&D 5th Edition Actual Play of The Goblin Raiders! This special live performance took place at Comicpalooza 2019 in Houston, Texas. We hope you enjoy the conclusion to our adventure and the amazing performances by this talented cast! The Scabs: Nathan Key (@Nathan_Key) as Chancey Stacie McCarthy (@StacieTMaTA) as Beedle Jared McClelland (@A...2019-11-1236 minSeriously, Let's PlayGoblin Raiders of the Lost Arc, 2In 2019, John and Roxy from Passionerdly Podcasts teamed up with Jared McClelland and Nathan Key (Forge Audio; Hi Hungry, I'm Dad) as well as Stacie McCarthy and Matt McClish (The Mundane and the Arcane) to put on a special one time D&D 5th Edition Actual Play of The Goblin Raiders! This special live performance took place at Comicpalooza 2019 in Houston, Texas. We hope you enjoy this second episode and the amazing performances by this talented cast! The Scabs: Nathan Key (@Nathan_Key) as Chancey Stacie McCarthy (@StacieTMaTA) as Beedle Jared McClelland (@AtomicKong) as S...2019-11-0531 minSeriously, Let's PlayGoblin Raiders of the Lost Arc, 1In 2019, John and Roxy from Passionerdly Podcasts teamed up with Jared McClelland and Nathan Key (Forge Audio; Hi Hungry, I'm Dad) as well as Stacie McCarthy and Matt McClish (The Mundane and the Arcane) to put on a special one time D&D 5th Edition Actual Play of The Goblin Raiders! This special live performance took place at Comicpalooza 2019 in Houston, Texas. We hope you enjoy this deep dive into our catalog and the amazing performances by this talented cast! The Scabs: Nathan Key (@Nathan_Key) as Chancey Stacie McCarthy (@StacieTMaTA) as Beedle Jared M...2019-10-3031 min
Back to the Bullpen: With Mike Stanton and Brett ChanceyHtown Wheelhouse with special guest: Chris Castellani Detroit Tiger baseball commentator.We discuss his love for the Detroit Tigers. How the Tigers and Astros last 20 years look alike. The possibilities of Matt Boyd becoming a Houston Astro: Is the price to high? 2nd half predictions of players exiting Detroit as well who will contend for the ALCS. And we did angel buy or sell questions.2019-07-1045 min
Money Tree InvestingTax Loopholes for the Rich #1: Economic Opportunity Zones Interview Matt Chancey CFPAre you getting all the tax benefits possible? How about getting benefits after the taxable event? Matt Chancey joins us to talk about Economic Opportunity Zones. What is the time value of money? Can you benefit from a stepped-up basis after holding an asset for 10 years? Listen to the show for more. For the show notes at https://moneytreepodcast.com/240 2019-04-261h 10