The Tipping Point: Recent Episodes
Tehrani & Velez LLP
What you don't know can hurt you and what you do know can set you free. That's why we interview Subject Matter Experts for your Small to Medium-Sized Business and Personal Finances. Because KNOWLEDGE is POWER, but EXPERIENCE IS EVERYTHING. The Tipping Point is brought to you in part by Tehrani & Velez, LLP, your tax and accounting subject matter experts. www.tandvllp.com/podcast
In this episode of The Tipping Point, we interview the co-founders of Pharm Robotics, Alexander Chuck and Marinus Dijkstra. The mission of Pharm Robotics is to increase animal health standards through the use of automation and machine learning.
In this episode, we discussed their business and upcoming product launch that is going to revolutionize the dairy industry.
Agtech #Robotics #Innovation #Strategy #Dairy #Automation #Dairyfarmers #Sustainibility #Future
www.tandvllp.com/podcast
In this episode of The Tipping Point, we interview Chris Williams. Chris is an Orange County Mortgage Loan Officer. Chris has been in the mortgage industry for over a decade and worked in the financial services industry for a decade before that.
We discussed the education that needs to happen prior to purchasing a house, the psychology, the investment, and the finances needing attention beforehand. Furthermore, we touched upon what you should be looking for in a lender when shopping, and much more!
MortgageOC #Financialplanning #Loanofficer #Buyingahome #Home #Realestate #Tips#Business #PodcastOC
www.tandvllp.com/podcast
In this episode of The Tipping Point, we interview Tony Camell. Tony is the President and CEO at Core Insight Systems, Inc. Core Insight Systems provides a unique Business Intelligence solution that directly connects to the cloud. Their solution makes monitoring performance and quality, in a manufacturing and assembly setting, a breeze. Furthermore, their solution doesn’t require the massive capital investment or challenging installation that other solutions do.
In this episode, we discussed typical things a manufacturer would want to monitor, the personnel that benefits from your technology, what improvements will they experience, and much more!
www.tandvllp.com/podcast
In this episode of The Tipping Point, we interview Jordan Cross. Jordan is the Vice President and the Principal of CossPlans. CrossPlans' goal is to assist employers in achieving their retirement and wealth accumulation goals through the use of qualified retirement plans. They accomplish this by helping people understand what the benefits of various types of retirement plans are and what is necessary to implement and operate a successful retirement plan strategy.
In this episode, we discussed third-party administration, qualified plans for employers, qualified retirement plans, the Retirement Enhancement Act of 2019, and much more!
Retirement #Retirementplans #Retirementplanstrategy#Wealthaccumulation #Thirdpartyadmin #Qualifiedretirementplan #Plansforemployers
www.tandvllp.com/podcast
In this episode of The Tipping Point, we interview Rick Girard. Rick is the CEO of Stride Search and Host of Hire Power Radio Podcast. Stride Search is a search firm that champions a proprietary process for recruiting high caliber talent. The Hire Power Radio Show Podcast is a nationally distributed podcast aimed at improving the knowledge-base of expanding companies as it pertains to hiring.
We discussed the secret to passive engagement, understanding your target audience, cultivating relationships, COIs, and much more!
recruiting #recruitinginOC #passiveengagement #searchfirm #COIs #professionalnetwork #irvine #business #podcastOC
www.tandvllp.com/podcast
In this episode of The Tipping Point, I have the pleasure to speak with Sherly Chavez-Waterman, a Business Consultant at Alliance Payroll. We discuss payroll, human capital management, employee experience, employer tax credits, and more!
ww.tandvllp.com/podcast
In this episode of The Tipping Point, we interview Shawn Nejad. Shawn Nejad is the CEO of Search Engine Projects (SEP). SEP helps you improve the volume and quality of traffic to your website from search engines via natural search results for targeted keywords. Shawn Nejad specializes in Search Engine Optimization, Search Engine Marketer, Web Development, Pay Per Click Management, Branding, Online Marketing.
We discussed Search Engine Optimization, Online Marketing, Yelp Ads, and much more!
www.tandvllp.com/podcast
searchengineoptimization #marketing #onlinemarketing #branding #searchenginemarketer #webdevelopment #searchengines #business
In this episode of The Tipping Point, we interview Arash Ghodstinat. Arash Ghodstinat is the CEO of Abccomputech, Inc., providing clients with solutions through their complete spectrum of consulting, managing and outsourcing services. Arash Ghodstinat is skilled in Security, Cloud Computing, Server and Virtualization, Sales Management, Leadership and Team management.
We discussed IT, Cybersecurity, Information Security, and much more!
www.tandvllp.com/podcast
informationtechnology #itconsulting #cybersecurity #informationsecurity #computernetworking #recoverysystems
In this episode, we interview Tom Hobbs. Tom Hobbs is the founder of Hobbsolutions a private consulting firm specializing in Management Systems, Operations, Quality, and Efficiency. His focus is on executing business strategies by deploying systems and processes which align company goals with daily activity.
We discuss business planning, time management, execution, and business books.
www.tandvllp.com/podcast
In this episode, we interview Mike Gellman author of Pipe Dreams: 7 Pipelines of Career Success, creator The Career Catapult, and CEO of High Five Career Coaching.
We cover topics of leadership, self-awareness, Workforce Engagement, Employee Experience, and Succession Planning.
www.tandvllp.com/podcast
leadership #business #coaching #tips #employeexperience
Episode 10 features our very own host of The Tipping Point, Gabriel Velez. In this special episode, he speaks to us on how to focus on business risks and three major things to avoid that will prevent you from ruining your business.
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- Tax Risk & Strategy 1. Trust Funds 2. Audits 3. Sales Tax Audit
- Poor Cash Flow Management/Capital Budgeting
- Debt
- Equity
- Embezzlement & Partnership Disputes
- System of Controls
If you like today's episode, don't forget to like, share, AND subscribe!
Episode 9 of The Tipping Point was our first live stream event on Real Estate Taxation. Our specials guests, Michael Page, ESQ and Bobback Tehrani, CPA joined us as we discussed about real estate investing! We will also be discussing the following topics:
- Real Estate Investing (Why People Like It and What Makes It Tick)
- Section 199A: Qualified Business Income Deduction AKA The “20% Pass-Thru Deduction” and Its Application to Rental Real Estate
- 1031 Exchange (Like-Kind Exchange)
- Principles, Rules, and Timing
- Effect on IRC Sec. 199A
- Why LLCs/LPs Are Usually More Appropriate For Real Estate and Not Corporations
- Carried Interest – What Is It? (Private Equity's Biggest Tax Loophole)
- Introduce General Partner Compensation in a Private Equity Setting
- Common Structures
- Rules Under New Tax Law
- Questions From Audience
If you like today's episode, don't forget to like, share, AND subscribe!
Episode Eight of The Tipping Point would like to welcome our guest, Ryan Blaise Smith. Ryan is currently the Senior Reserve Mortgage Loan Officer at Waterstone Mortgage Corporation. His specialty is the new Home Equity Conversion Mortgage, or better known as the Reverse Mortgage. This loan has been a great solution for people aged 62 and older. Ryan will be talking to us today about how learning about this great financial tool can benefit us! Alongside the Reverse Mortgage, we will also be tackling the following items:
- Reverse Mortgage
- Who Qualifies?
- Individual
- Property-Type
- Suitability
- Cost
- Heirs
- Distribution
- Repayment Terms
- Taxation
- Non-Taxable
- No Effect on SSA
- Case Studies
- For Purchase
If you like today's episode, don't forget to like, share, AND subscribe!
To watch the full video podcast interview, click the link below to watch: https://youtu.be/Iu0UnAdaV9w!
On this episode of The Tipping Point, our special guest is Rick Girard, host of The Hire Power Radio Show on his own OC Talk radio. Not only that, but he is also the author of “Career Wounds” and is the CEO of Stride Search, a talent acquisition company. In this episode, we will be covering topics over how to successfully recruit your employees, career wounds, and all that is listed below!
- How to Attract Talent
- The Sales Process - Recruiting
- Marketing
- Finding the Right Fit
- Converting
- Purpose of the Interview
- Millennials
- What Do Employees Want?
- Competitive Pay
- Competitive Benefits
- Freedom of Schedule
- Freedom of Work
- Stability
- Target Audience
- Employee Retention
- Management Styles
- Micro-Management
- Laissez-Faire
- Terminology
- Labor Law
- Millennial
- Motivation
- Job Boards
If you like today's episode, don't forget to like, share, AND subscribe!
Dane Petchul is the owner and operator of Oracle College Planning, a firm devoted to helping students and parents get the most out of their college experience. On The Tipping Point today, he will educate us all on the importance of college planning, and all of the following topics!
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Financial Planner
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Types of Aids
- Need-Based
- Merit-Based
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Importance of Filling Out FAFSA
- Expect Family Contribution
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Merit-Based Aid
- Criteria
- Statistics
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Other Inefficiencies
- Tax Strategies
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Opinion on Junior College
Episode 5 of The Tipping Point would like to welcome on Michael Zingale, an attorney and partner at Stetina, Burnda, Garred, & Brucker, a local patent, trademark, and copyright Law Firm. In this episode, we talk all about how entrepreneurs can protect their ideas through the use of patents, trademarks, and copyrights.
- Define:
- Patent
- Trademark
- Copyright
- Trademark
- Patents
- Type of Patents
- Utility
- Design
- Examples
- Type of Patents
- Geography
If you like today's episode, don't forget to like, share, AND subscribe!
Welcome to the fourth episode of The Tipping Point! Our special guest today is Marc Lazarus. He is a personal injury attorney working in Orange County, California. On this episode, we talk about a few different number of topics as shown below, and more!
- Personal Injury Attorney
- How can individuals protect themselves from being sued, from real accidents?
- Slip and Fall at Home
- Automobile Accidents
- When is it best to go to trial and when is it best to settle?
- Difference Between Going to Court vs. Negotiating Outside of Court
- Various Types of Settlements
- Employer Loss Wages
- Sexual Harassment
- Punitive Damages
- Breach of Contract
- Emotional Distress
- Taxable vs. Non-Taxable
- Deductibility of Legal Fees & Court Costs
If you like today's episode, don't forget to like, share, AND subscribe!
To watch the full video interview, Watch Here!
On this episode of The Tipping Point, we will be learning all about video marketing and how it is used in business today. Our special guest for this episode is Torrey Tayenaka, owner and operator of The Sparkhouse, an Irvine-based video marketing agency. Torrey will be going over with us all about video marketing and all of the following topics.
- Why Video Marketing?
- How Big is Youtube?
- Social Media Marketing vs. Email Marketing
- Is Video Marketing Appropriate/Effective for all Industries?
- What Should You Film?
- Company Branding vs. Personal Branding
If you like today's episode, don't forget to like, share, AND subscribe!
To see the full interview video, Watch Here!
Today's episode welcomes Chasse Cole. Chasse is a mortgage broker and commercial lender, working at Arbor Financial Group. He joins our show today to talk about the following topics! * Commercial Lender * For Investment Purposes + Qualifying for Investment Property + 1031 Exchange * For Owner-Occupied + SBA Loans + Costs of a SBA Loan/Conventional Loan + Financing Tenant Improvements * Terminology + Debt To Income Ratio + Front End Ratio + Back End Ratio + Cash Flow + Debt + Hard Money
If you like today's episode, don't forget to like, share, AND subscribe!
Welcome to The Tipping Point's inaugural podcast! Today, we have our first-ever guest, Patrick McCredie from Voit Real Estate Services! He is a commercial real estate broker, focusing on office and industrial real estate. On today's episode, we will be focusing on eduating our audience with commercial real estate and all of the following topics!
- Commercial Real Estate
- Cash Flow Factors
- Inflows
- Outflows
- Tax Benefits of Depreciation
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Purchasing or Leasing
- If Purchases
- If Leasing
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What’s A Good Deal?
- Contracts and Legal Risk
If you like today's episode, don't forget to like, share, AND subscribe!
To see the video of this podcast, click the link below!
https://youtu.be/EVl1tBrB9ks