profit Archives | Page 2 of 3 | TRUST-CFO®
July 9, 2019

Episode 11: Speaking with Bill Porter of AppliedLegal.com – part 1

Being in the construction industry means dealing with lawsuits. On today's podcast we are happy to have construction Attorney Bill Porter join the wealth preservation podcast. Mr. Porter has nearly 30 years working with some of the biggest construction firms and their sub contractors in California.

July 2, 2019

Episode 10: Justin Horner and Craig Mitchell of DCA Capital Partners – part 2

Private equity is about more than growth capital; it can enable businesses to pursue a variety of options: expansion, acquisitions, recapitalizations, partner-led buyouts, shareholder diversification, and more—all while leaving business owners in control...

June 25, 2019

Episode 9: Justin Horner and Craig Mitchell of DCA Capital Partners

When it comes to maximizing the value of a business, Craig Mitchell and Justin Horner of DCA Partners are the guys to know.

June 18, 2019

Episode 8: Phil Wilson and Peter Downing with Marcum, LLP – part 2

The IRS owes me money, WHAT??
We are joined by Phil Wilson and Peter Downing from Marcum LLP, a top 15 accounting firm with a global presence.

June 11, 2019

Episode 7: Phil Wilson and Peter Downing with Marcum, LLP – part 1

Am I paying too much in taxes?
In this episode we have Phil Wilson and Peter Downing from Marcum LLP, a top 15 accounting firm with a global presence.

June 4, 2019

Episode 6: Why have I never heard of a PRP?

Why have I never heard of a PRP?
The Trust-CFO team digs into this topic to explore why Private Retirement Plans have not been sold or recommended often in the California marketplace.

May 28, 2019

Episode 5: What does TRUST-CFO do?

Ray Olmo and Josh Saunders explain what a Private Retirement Plan is, and how it has become a must-have for California residents.

May 17, 2019

Episode 4: What is TRUST-CFO and what is a Private Retirement Plan (PRP)?

This episode is the TRUST-CFO origin story of what inspired our founding partners' passion to help clients protect their hard work. Our firm has seen firsthand the misery that can be created when clients are unprepared for a death or a lawsuit.

April 22, 2019

Episode 3: Jeff Verdon, part 3

This episode is part 3 of a 3 part series where Ray & Josh speak with Jeff Verdon of Verdon Law Group.

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