Tax-Alpha Solutions

Ep44: The IRS Will Get Their Pound of Flesh. Part 2

Paul 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 Electric. Listen to this informative Tax-Alpha Solutions episode with Paul Rafelson about small business law.   Here is what to expect on this week’s show: Discussion about the 20,000 new IRS agents and it’s affect. The burden of proof is on you when the IRS comes. What is retail arbitrage? Some lawsuits aren’t worth the time and effort.     Connect with Paul: https://ecomattorneys.com/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep43: The IRS Will Get Their Pound of Flesh. Part 1

Paul 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 Electric. Listen to this informative Tax-Alpha Solutions episode with Paul Rafelson about small business law.   Here is what to expect on this week’s show: Discussion about the 20,000 new IRS agents and it’s affect. The burden of proof is on you when the IRS comes. What is retail arbitrage? Some lawsuits aren’t worth the time and effort.     Connect with Paul: https://ecomattorneys.com/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep42: Confirm through Due Diligence

Roman 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 future of the ecosystem? The importance of having a thought-out business plan.   Connect with Roman: duedilio.com Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep41: 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 preaches, having registered more than a dozen trademarks of his own with the USPTO. Erik’s book Building a Bold Brand is a single resource created for brand managers and business owners to learn essential branding and trademark tips gleaned from his expertise as an attorney, entrepreneur, and brand expert. Erik resides in northern Virginia with his wife and children, where he can often be found riding his bike or finding live music to listen to. Listen to this informative Tax-Alpha Solutions episode with Erik Pelton about branding in today’s world.   Here is what to expect on this week’s show: You don’t go to school for the degree, you go for the education. How to reverse engineer your business from the inside. What are the headwinds with trademark law? What misunderstandings are there about web3?   Connect with Erik: https://www.erikpelton.com/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ep40: Billable Hours are A Terrible Thing

Laurence 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 experience on behalf of over 2,000 clients in litigation and transactions approaching $1 billion in value. The second as an entrepreneur where he has created and served as Chairman or Board Member to over 80 businesses selling over $1.5 billion of goods and services and employing several thousand employees. He is currently the CEO of Tuscan Gardens Senior Living which operates three luxury senior living communities in the state of Florida offering independent living, assisted living and memory care. In addition to his professional activity Larry Pino has lectured nationwide to over one million people, appeared on 140 radio and television shows, authored over fourteen books and hundreds of published newspaper columns, and taught various classes at University level in Accelerated Growth Strategies, Operating High Performance Organizations and Rapid Enterprise Development. Listen to this informative Tax-Alpha Solutions episode with Larry Pino about securities law and entrepreurship.   Here is what to expect on this week’s show: Just because you can doesn’t mean you should. Life hacks to find a good place to put your parents. What is a security syndication and how does it work? What is a private placement memorandum? Everyone has a book inside of them.   Connect with Larry: https://www.larrypino.com Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices