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  • Trends Watch: Frozen Foods

    Jan 7, 2021

    A conversation with Ricky Jagota of Jagota Capital about the outlook for investing in the frozen foods market.

  • Trends Watch: International Equities

    Nov 12, 2020

    A conversation with Steve Cucchiaro of 3EDGE Asset Management about the outlook for investments, especially foreign equities.

  • Trends Watch: Volatility

    Nov 19, 2020

    A conversation with Michael Melissinos of Melissinos Trading regarding the outlook for alternatives, including the role of diversity and the ability to adapt to trends.

  • Trends Watch: Alternatives for a Wider Audience

    Dec 10, 2020

    A conversation with Vincent Au of Gondor Capital Management about his very positive outlook for the alternative investment industry.

  • Trends Watch: Systematic Outlook

    Oct 29, 2020

    A conversation with Ross Zhang of Logos Technologies about the outlook for alternative investments.

  • Trends Watch: Market Volatility

    Dec 17, 2020

    A conversation with Stefan Heieck of Heieck Verwaltungs GmbH & Co. regarding the outlook for investing in an environment of market volatility.

  • Trends Watch: Venture Capital Deals and Opportunities

    Mar 5, 2020

    A conversation with Nick Markola or VU Venture Partners based on the outlook for venture capital and featuring insight into deals and opportunities in fintech, frontier, consumer and health care.

  • Trends Watch: Health Care Blockchain

    Mar 12, 2020

    A conversation with Pancho Vanhees of SAVA Investment Management regarding disruption in the health care industry using blockchain technology for care coordination, administration, and payments.

  • Trends Watch: The Fluidity of Hedge Funds

    Feb 20, 2020

    A conversation with Jeff Schachter, President and Chief Operating Officer of Crawford Lake Capital Management, LLC, regarding the outlook for hedge funds a fluid industry that continually sees over 500 new hedge fund launches each year.

  • Trends Watch: Venture Capital and Consumer Products

    Feb 27, 2020

    A conversation with Sumeet Shah of Swiftarc Ventures regarding venture capital investment in consumer goods, investment opportunity, and the impact of ‘personal brands’ on spending and behavior.

  • Trends Watch: Fixed-Income

    Feb 13, 2020

    A conversation with Skyler Weinand, Managing Member, Regan Capital, on Regan’s outlook for alternatives, especially fixed-income investments.

  • Trends Watch: Alternatives – Options and Diversification

    Mar 26, 2020

    A conversation with Nelson Chu, founder and CEO of Cadence, on his optimism for alternatives.

  • Trends Watch: Private Credit

    Mar 19, 2020

    A conversation with Rodolfo Sánchez-Colberg of Parliament Capital Management where he discusses alternatives and their growth as an asset class and in terms of allocation within client investment portfolios.

  • Trends Watch: Clean Energy

    Apr 9, 2020

    A conversation with Peter Fusaro of AV Group regarding investment opportunities in clean energy, food and water.

  • Trends Watch: Hedge Fund Hurdles

    Apr 23, 2020

    A conversation with Mike Khorrami of Cayley Investment Management on the hurdles facing hedge funds.

  • The Danger of Retirement Plan Distributions

    Jan 20, 2017

    The IRS is considered to be the toughest collection agency in the world. One of the easiest ways to develop a relationship with a revenue officer is for a taxpayer to cavalierly treat their retirement distributions. Here's what you need to know.

  • Fresh Start and Net Equity

    May 21, 2015

    When submitting an offer-in-compromise with respect to settling amounts due to the IRS for a lower amount, the IRS focuses on a term known as Reasonable Collection Potential. Here are some planning opportunities that you can take advantage of when preparing an offer-in-compromise.

  • Lions, Tigers, Bears, Liens and Levies!

    Apr 30, 2015

    With the IRS, the threats of liens and levies are always menacing weapons that must be dealt with and IRS enforcement actions can have a devastating effect on one’s credit rating. Dealing with the situation up front can go a long way in avoiding the IRS’ lien and levy action.

  • Fresh Start and Cash Flow

    Jun 8, 2015

    Determining an offer-in-compromise amount to extinguish debt owed to the IRS is made up of 2 components - net equity and cash flow. These are used by the IRS to determine reasonable collection potential or RCP. What is RCP and the cash flow calculation?

  • Defending your Retirement Account

    Nov 21, 2014

    If an IRS Revenue Officer is threatening to levy your retirement account, know that the IRS has an internal 4 step process in their Internal Revenue Manual to use for analysis. Do not overlook the value of the Internal Revenue Manual when formulating your defense and settlement approach.