Title: Business Succession Planning

Air Date: 5/8/10

Summary: This show highlights strategies for successful business succession planning.

Guests: Dan Kinel of Harter, Secrest and Emery, Tom Wolf of Mengel, Metzger, Barr and Mark Peterson of GRE

 

Section 1 - Business Succession Planning
 
Section 2 - Family vs. Non-Family owned succession
 
Section 3 - Ten Year Business Plan
 
Section 4 - After the Succession
 
Section 5 - Business Succession Planning Wrapup
 

Title: Individual Taxes

Air Date: 3/20/10

Summary: Looking to save some tax dollars?  This show highlights tax credits and strategies that all individual taxpayers should keep in mind when filing your annual federal and state returns as well as some tips to plan for the future.

Guest: Mary Paul and Kevin McPherson of Mengel, Metzger, Barr and Mark Peterson of Greater Rochester Enterprise.

 

Section 1 - Intro and tax credit overview
 
Section 2 - Additional tax credits available for families
 
Section 3 - Planning for retirement - IRA, 401K, and Roth accounts
 
Section 4 - Tips on filing annual returns
 
Section 5 - Closing remarks
 

 

Title: Business Taxes

AirDate: 2/27/2010

Summary: This show highlights tax credits available as well as other accounting and general business advice that can help prepare you for the changing economy.

Guests: Jim Rahmlow and Jim Schnell of Mengel, Metzger, Barr and Mark Peterson of Greater Rochester Enterprise.

 

Section 1 - Intro and general business planning
 
Section 2 - Accounting methods and entity type selection
 
Section 3 - Tax credits available for 2009 filing
 
Section 4 - Heightened NYS and IRS enforcement
 
Section 5 - Closing remarks and advice