Listen Now!

Business Talk 24-7

Curated Collection Of The Best Interviews From Our Sandy Springs Studio





Spotlight on the Georgia Society of CPAs

Today’s episode features guests who are members of the Georgia Society of CPAs.

Joel Pascaner/Stephen M. Berman & Associates

Joel L. Pascaner is a tax partner specializing in high net worth individuals, privately held entities, partnerships, S corporations, estates and trusts, not-for-profit organizations, and state and local tax matters. He also has extensive experience representing taxpayers before the IRS as well as numerous other taxing jurisdictions.

Joel is a member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants, and The Leaderhship Team of the Tax Section of the Georgia Society of Certified Public Accountants. He has been an at-large member of the GSCPA Council. In addition, he has served as the Chairman of the Tax Section of the GSCPA as well as both the Federal Tax Legislation and the Georgia Tax Legislation Subcommittees of the GSCPA Tax Section, where he was involved in the drafting and introduction of proposed legislation. He is also a Past Chairman of the Depreciation Committee and the Tax Accounting Problems Committee of the NYSSCPA. Mr. Pascaner was a member of the GSCPA 2006 Tax Forum Planning Committee and served as Moderator at the Forum’s Luncheons with Georgia Tax Commissioner Bart Graham. He was awarded “2006 Distinguished Section Leader” by the GSCPA and served on their Task Force on Employment. Joel is a member of the Atlanta Tax Forum and the Atlanta Estate Planning Council. He is a graduate of the Philanthropic Advisor Leadership Institute and was awarded the “Best in Client Satisfaction Wealth Manager” by Atlanta Magazine for years 2009, 2010, and 2011.

Joel has authored numerous articles in professional and industry publications including the CPA Journal and the Taxation for Accountants.

He has served on the Board of Directors of the Interfaith Disabilities Network and is currently on the Board of Trustees of Georgia Shakespeare.

Prior to joining Stephen M. Berman & Associates, L.L.C., Joel practiced as a tax professional with Laventhol & Horwath and Peat Marwick.

Joel is a CPA and received his Bachelor of Science in Accounting at The Wharton School at the University of Pennsylvania as well as his Masters of Science in Taxation at the Long Island University.

John Masters, CPA, PC

John Masters earned his Bachelor of Science degree from the Georgia Institute of Technology in 1969, followed by his Master of Business Administration degree from the University of Chicago Graduate School of Business in 1975, and finally his Doctor of Jurisprudence degree in 1979. During this period he was employed eight years in the Computer, Aerospace, and Electronics industries. During 1979 he was admitted to the Georgia Bar and received his certificate to practice as a Certified Public Accountant in Georgia and Alabama.

John has been active in professional, civic, and political activities throughout his career. He presently serves on the Georgia Society of Certified Pubic Accountants Professional Ethics Committee, and recently completed his term as Chairman of the Georgia Society of Certified Public Accountants Tax Section. He has served as a SBA Score/Ace Volunteer Consultant, taught in the Junior Achievement Program and been a Future Business Leaders of America sponsor. He administered the “Call the Expert” on taxation program for 21 years at WGST News Radio where he also appeared as Tax Series Guest/Host. He has participated in various other radio and television tax related programs, testified at administrative hearings including the Georgia Special Council on Taxation, and held positions in other organizations.

John has taught courses at Oglethorpe University, Clayton Junior College (now Clayton State College) and the Becker CPA Review Course. For the last several years he has been an active member of the Dekalb Peachtree Squadron, Georgia Wing, of the Civil Air Patrol where he currently holds the rank of Major, and has been an active member of the Northside Atlanta Jaycees and the Decatur Dekalb Kiwanis Club. His is currently a member of the American Bar Association, American Institute of Certified Public Accountants, Georgia Bar Association, Georgia Society of Certified Public Accountants.

John practices in Atlanta, Georgia principally in the areas of taxation and accounting, taxpayer representation before administrative bodies and tax tribunals, and related fields.

Carlye Buchanan/Windham Brannon, PC

A principal with Windham Brannon’s tax division, Carlye specializes in complex multi-state service businesses, large not for profit organizations, and high net worth individual income tax planning and preparation. She performs and enjoys extensive projects on various accounting topics that require significant interpretation of tax law.

Specialization includes:

• Large Not-for-Profit Organizations • Complex Multi-State Tax Services • High Net Worth Individuals with Multi-State Returns

Prior to joining Windham Brannon in 2002, Carlye gained valuable experience, including work with expatriates and international taxes while employed in the tax departments of the national firms of Arthur Andersen and Deloitte & Touche. She served as Vice Chair of the GSCPA Financial Literacy Committee in 2007 and 2008, and she assisted in the creationof Phi Sigma Pi Foundation, where she served as president, from 2005 to 2011.

Carlye earned a BBA in Accounting from Eastern Michigan University and a Masters in Taxation from Georgia State University.

 

 

Joe Tomaszewski with Thrive Mobile, Gabriela Eisenhart with The Art Institute of Atlanta and Kelly Treadway with Event Curious

Joe Tomaszewski/Thrive Mobile

Before co-founding Thrive Mobile, Joe served in various executive and business development positions with other local Atlanta mobile design and development companies. Joe had a different vision for what a mobile development company should and could be and subsequently shaped THRIVE into not just a typical mobile development company- but a full service mobile+web design, development and digital marketing firm. As CEO, Joe runs the day to day operations and seeks to expand and further the THRIVE brand. Joe is also an active angel investor in the Atlanta tech community, and organizes and sponsors an annual Toys For Tots charity event every December.

THRIVE designs and develops amazing apps for the iPhone, iPad, Android and Blackberry platforms. Their expert programming team works with clients to design and build fast reliable apps that push the boundary of design, innovation and functionality. With Art Direction provided by THRIVE Chief Creative Officer Eric Johnston their apps are designed to look gorgeous and stand out in the crowd. They work closely with clients to develop ideas and nurture them into world class Apps. THRIVE also develops amazing websites utilizing the latest programming standards and techniques. THRIVE merges design + function to produce apps and websites of the highest quality.

Gabriela Eisenhart/The Art Institute of Atlanta

Gabriela Eisenhart is a career advisor at The Art Institute of Atlanta, specializing in film and video, web design, and visual effects. Gabriela is also a graduate of The Art Institute, having earned her BFA in digital media production in 2006 when she was recognized as having the best portfolio in her graduating class. One of her films also won two TELLY awards. She is familiar with obtaining jobs in a creative field, having worked for Everwell TV and uVu Mobile after graduation, as well as freelancing in film and TV production since her first year in college.

Kelly Treadway/Event Curious

With 15 years in the special events industry Kelly Treadway has seen her career curiously come full circle. Her experience in sales and marketing thrust her career into the areas of events entertainment, venue management, catering sales and equipment rentals. In early 2013, after a year of ghost writing, concept building and strengthening connections, Kelly took the leap and launched EventCurious – a micro agency specializing in online marketing and public relations for special events and hospitality companies. Her passion for events and event professionals has encouraged a longtime involvement in the industry association ISES (International Special Events Society). Now in her 4th year on the Board Kelly is currently VP Elect for the Greater Atlanta chapter and next in line to hold the position of Presidency in the 2013-2014 member year. ISES is known for promoting the concept of “connections” which Kelly fully embraces. You can find Kelly online via Facebook, Twitter, LinkedIn and Pinterest.~ happy connecting!

Special Edition: Mitch Schlimer with Entrepreneurship Hall of Fame & Museum

Mitch Schlimer / Entrepreneurship Hall of Fame & Museum

Mitch Schlimer’s entrepreneurial career began at the age of five, selling NYC-style pretzels from a street cart with his grandfather in Queens. After learning many invaluable “on-the-street” lessons at a very young age, Mitch spent the next three decades identifying voids and needs in the consumer marketplace, thus making him one of the nation’s leading serial innovators and entrepreneurs.

Mitch is the Founder and Executive Director—Entrepreneurship Hall of Fame & Museum, Founder—Let’s Talk Business Network, Co-Founder and Board Member—Magic Wand Foundation, and Board Member—Excent.

Mitch Schlimer Entrepreneurship Hall Of Fame

Tammy Cohen with InfoMart, Larry Samuelson with The Samuelson Company, Mike Higgins with Internap and Gabe Aldridge with The SuperGroup

Tammy Cohen/InfoMart

Tammy Cohen is the president and chair of InfoMart, one of the nation’s premier applicant screening companies. Founded by Tammy nearly 25 years ago, InfoMart provides criminal history information, credit and driving records, drug screening, and verification interviews of past employers and educational institutions for companies nationwide. As a recognized expert in business and the employment screening industry, Tammy is often referred to as “The Queen of Screen,” and her company is recognized on Security Magazine’s Security 500 and Workforce Magazine’s Hot List of Employment Screening Providers. Tammy considers employees to be a business’ best resource, and actively promotes programs within her company that encourage maintaining a work-life balance and fostering a healthy workplace. As a result, InfoMart has continued to increase revenues despite a struggling economy where employee hiring has been at the lowest point in years, and in November 2012, InfoMart was named a “Best Place to Work in Georgia” by Georgia Trend magazine.

Larry Samuelson/The Samuelson Company

Larry Samuelson is the founder and president of The Samuelson Company, a business that provides Trusted Advisor and Leadership Development services. Larry also speaks on business and leadership topics for a variety of businesses, conferences and various MBA program events.

Larry is an accomplished executive who, in various roles and divisions as a President, COO and CEO, led one of the largest companies in the automotive aftermarket parts industry, and provided the strategy to restore growth and profitability to hundreds of business owners in that firm’s network of businesses.

Larry currently devotes his time and passion to help executives and business owners grow their business to the next level … to recapture the excitement of why they started their business in the first place … and to help them monetize their business when appropriate.

Larry also speaks at universities and business conferences to share his insight on developing effective business strategy and leadership. His vast experience running small and large companies and developing executive management teams — with the right combination of leadership skill and business savvy — provides a compelling array of lessons learned, and anecdotal and best-practices ideas for the leaders, practitioners, and scholars of business today. Larry also serves as an Executive in Residence for Emory University’s Executive MBA program here in Atlanta.

Mike Higgins/Internap

Mr. Higgins leads the Product Management, Business Development and Data Center Services Design and Site Selection functions for Internap’s Data Center Services business. He brings to Internap a deep knowledge and 20+ years of extensive financial, product planning and leadership experience in the telecommunications industry.

Mike Higgins came to Internap in January 2004 as Internap’s Vice President of Financial Planning and Analysis. At Internap, he has also served as a board member for the Company’s joint venture with NTT of Japan. In late 2006, Mr. Higgins assumed the responsibility for growing and expanding Internap’s Colocation product offering.

Prior to Internap, Mr. Higgins held numerous leadership roles in Finance, Business Operations and Business Development over an 18-year career span while at MCI. His most recent role at MCI was Vice President of Business Operations. In this role he directed the Sales planning efforts for each of the business market segments. This included product planning, customer acquisition efforts, product line profitability and product integration efforts.

Mr. Higgins holds an M.B.A. in Finance from the University of Bridgeport and a B.S. in Accounting from Villanova University.

Gabe Aldridge/The SuperGroup

Gabe Aldridge is an interactive visionary, futurist, entertainer, and co-founder of The SuperGroup. Known for its vast business knowledge as well as its flexibility in the role it plays within campaigns, The SuperGroup can be the catalyst in developing and executing innovative programs or the all- important gap-filling boost a brand or agency needs to turn a solid campaign into an exceptional one.

Gabe’s career began in 1994 in the enhanced CD and high-end multi-media software spaces. A video and technology aficionado, Gabe designed projects for musicians and bands such as Chris Cornell, Sonic Youth, No Doubt, Blues Traveler and Weezer. While his work early on in his career forced Gabe to be behind the camera, in a studio, or at a computer, his responsibilities with The SuperGroup are much less isolating.

Considered “the face” of The SuperGroup, Gabe not only oversees the agency’s design department, but also spearheads the company’s business development initiatives. Drawing on his diverse interests, design capabilities, business sense, and knowledge of the web, Gabe is responsible for making sure potential clients become long-standing SuperGroup friends.

Gabe and The SuperGroup have been featured in The Wall Street Journal, The New York Times, Entrepreneur, the Atlanta Journal & Constitution, MSNBC.com, The Modesto Bee, The Atlantan, Communication Arts, Adweek, Promo Magazine, and HOW Magazine.

 

 

 

ABR Special Edition: ProWIN Atlanta

Gayle Rubenstein/Balloons and Events Over Atlanta

With a passion for celebrating people and their special occasions, Gayle Rubenstein, co-owner of Balloons and Events Over Atlanta, is commited to producing the most noteworthy and memorable events. Gayle’s background is in design and she loves to create what her clients want. Her intention is to always listen to what her clients are saying and reproduce their vision. Balloons and Events Over Atlanta creates works of art that they are proud to have their signature on. Their ideas are fresh and new. Their certified balloon artists and Certified Event planners have gone througth training on color and design and can transform a room.

Gayle’s goal is to continue to satisfy and awe her customers while saving them time and money. She understands that many events only come once in a lifetime and have an immeasurable impact and importance.

Balloon décor is a spectacular way to bring in dynamic color and dazzle guests, and together with props, linens, floral design, unique and specialized centerpieces, theme decor, all set the stage for a memorable extravaganza. There’s an endless amount of design possibilities that can be created to make the memories of an event last a lifetime!

Specialties: Balloon design, Centerpiece design, Room Decor, Prop design, Draping, flowers, lighting, event planning, party planning, theme decor, Bar and Bat Mitzvahs, Sweet 16, Bris, Baby naming, christenings, Birthday parties, Corporate events, trade shows, conventions, galas, and weddings… the list goes on……

Penne Crews/Lane McVicker

Penne Crews is an Assistant Vice President with a national insurance brokerage firm called Lane McVicker located in Alpharetta, Georgia. She began her career in 1980 with State Farm Insurance. In 1989 Penne joined Alexander & Alexander to manage their personal lines VIP accounts. In 1994 Alexander & Alexander was purchased by PLI Brokerage where she remained for 11 years offering sales, service and insurance advice to high net worth individuals developing a strong expertise in complex matters such as family offices, multi-generational families, coverage for professional athletes and sports memorabilia collections. For 3 years Penne sat on the Mickey Mantle Charitable Foundation. Today, she continues to expand her insurance knowledge with Lane McVicker; one of the nation’s leading Personal Insurance Brokerage firms who specializes in working with the affluent individual who may have complex insurance needs.

Michelle Thomas/Ackerman & Co.

Michelle Thomas is in the brokerage division of Ackerman & Co., a commercial real estate firm in Atlanta, Georgia. She specializes in tenant representation and is known for successfully matching her client’s vision with locations that amplify their visibility, enhance their corporate image and increase their efficiency.

A native of Washington D.C., she began her real estate career in Georgia in 1997. With the completion of her Bachelor of Fine Arts in Interior Design and her Master of Science degree in Building Construction, she has since expanded her expertise to include the acquisition, disposition and leasing of commercial real estate properties. Michelle’s unrivaled determination to protect her client’s interests makes her an asset, critical in successfully negotiating office and retail leasing transactions.


 

 

March Newsletter Article

Our Latest Show, Booth 61 with Ricky Steele, Launches March 6

On Wednesday, March 6, 2013, BusinessRadioX® welcomes to the studio the latest addition to its radio family, Booth 61 with Ricky Steele.

Ricky Steele is one of the Atlanta business community’s most recognizable personalities. Between his huge personality, frequent speaking engagements, and near-omniprescence at events around town, Steele’s leadership and networking style have earned him the nickname “Mr. Everywhere.” His book, The Heart of Networking, outlines the “servant leader” style of relationship building that he has developed over the last 35 years. Steele currently serves as Chief Development Officer for Hunter Technical Resources, Atlanta’s premier technology staffing firm.

Booth 61 with Ricky Steele is focused on sharing information about the people and businesses in Atlanta’s quickly growing technology focused industries. With guests ranging from corporate CEOs to small business owners and startup builders, Booth 61 provides insights and discussion on a wide range of topics related to technology. Guests include well known business leaders from around Atlanta, high stakes investors from some of Atlanta’s leading capital firms, and entrepreneurs and startups with a story to share. Each show brings new people to the table, to share their insights on technology, business, and community issues.

Join us for this inaugural episode at 2:00pm Eastern on Wednesday, March 6, at Booth 61 with Ricky Steele.

Jan Rosen and Jim Cook with National Financial Services Group and Laurie Bacopoulos with Cobblestone Consulting

Jan Rosen and Jim Cook/National Financial Services Group

Jan Rosen is Executive Vice President of National Financial Services Group, a leading comprehensive financial services firm in the Southeast. He is responsible for recruiting, training and mentoring a team of financial professionals in the Atlanta office. Jan has over 15 years of experience in the industry and prior to joining NFSG he served as Managing Sales Director for MetLife in the Ft. Lauderdale and Atlanta markets.

Jim Cook is CEO of National Financial Services Group. The firm traces its roots back to 1896, the year that National Life Insurance Company opened an agency in Atlanta. Under Cook’s 12 year leadership, the firm has expanded into one of the premier financial services companies in the Southeast with over 100 financial professionals and offices in Georgia, Florida and Tennessee. NFSG has been the recipient of numerous GAMA International Awards, which recognize exceptional agencies and firm leaders around the world.

Jan and Jim are Registered Representatives and Jim is an Investment Adviser Representative of Equity Services, Inc. Securities and Investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 1050 Crown Pointe Parkway, Suite 1000, Atlanta, GA 30338, 770-512-5100. National Financial Services Group, and all other entities, are independent of Equity Services, Inc. TC71859(0113)

Laurie Bacopoulos/Cobblestone Consulting

Laurie Bacopoulos is president and founder of Cobblestone Consulting, Inc. one of Atlanta’s highly respected, technology consultancies. Cobblestone celebrated 11 years of Business Excellence in 2011.

Laurie brings 2 decades of experience working with Fortune 500 companies and has proven expertise building technology solutions to real business needs. Her portfolio of technology-centric consulting experience and solutions includes implementing enterprise-wide Intranets and Portfolio Management systems that transform organizations toward new processes and improved information and decision making systems to support “Smart Business.” In June 2010, Cobblestone Consulting launched itsfirst product; “Smart Business in a Box©”, a SaaS solution that offers robust Intranet solutions that emphasizes operational efficiencies and project management.

Laurie is very actively involved in volunteerism with a mantra of “giving back”. She currently serves as President of the Association for Strategic Planners for the Atlanta Chapter, the only not-for-profit professional association dedicated to advancing thought and practice in strategy development and deployment for business, non-profit and government organizations. Additionally, she is very active with Georgia Women’s Business in their Mentor Protégé Program.

Laurie is very passionate about and an avid competitor on the endurance horse racing circuit. In 2007, she joined the AERC (American Endurance Ride Conference) to compete in the Southeast with her horse Dublin.

 

Sanjay Parekh with Startup Riot, Jessica Park with JPark Events, Drew Voyles with Young Life Africa Expeditions and Michael Muldoon with La Tagliatella

Sanjay Parekh/Startup Riot

Sanjay Parekh is the Founder of Startup Riot, an all-day event which highlights 30 startups through three minute, four slide presentations given by the startups. The startups subsequently answer questions from a judging panel for three minutes.  This year’s event will be February 20, 2013 at The Tabernacle and features keynote speakers T.A. McCann and Adam Rich.

Jessica Park/JPark Events

Jessica Park, Director of JPark Events, is a certified event planner and entrepreneur here in Atlanta, as well, she is a native Atlantan. Jessica’s near 20 year tenure in the restaurant and service industry has given her the skills to organize peers and charges to get things done in a high volume environment. A demeanor perfectly suited for event planning, proving to unusually skilled in multitasking and troubleshooting. Jpark Events has catered an afternoon tea and dessert for the Dalai Lama, has been featured in Martha’s Circle, and on Style Me Pretty, and Ruffled Blog. Her work has also been seen in Occasions Magazine, The Atlantan Brides, and Pretty Pear Bride featuring her custom dessert tables. Recently she was voted best caterer in Atlanta by Wedding Industry Experts.

Drew Voyles/Young Life Africa Expeditions

Drew Voyles is a Regional Coordinator with Young Life Africa Expeditions.  YLXA is a division of the non-profit global organization, Young Life, passionate about sending students, young adults, and families on Trips to Africa that go beyond comfort zones through full-immersion experiences. Partnering with more than 20 different Young Life Africa communities across 13 Countries, YLXA has taken over 1,200 people on 91 Trips over the past 7 years to serve and experience the heart of Africa through a different lens. Countless people both in Africa and the U.S. have come home from these Trips with their lives forever changed.”

Michael Muldoon/La Tagliatella

As President of Polish-owned AmRest Holding’s La Tagliatella, LLC in the US, Michael Muldoon is responsible for developing the strategy and executing day-to-day operations of the European-based Italian restaurant concept. With more than 130 La Tagliatella restaurants across Europe, Asia and India, Michael opened the brand’s first U.S. flagship location at the Shops at Metropolis in Midtown Atlanta, Ga., in December 2012, followed by a second location at Emory Point in Atlanta in January 2013. A third location is slated to open in Arlington, Va., in March 2013. With Michael leading the way, AmRest plans to open more than 100 La Tagliatella locations nationwide in the next few years.

Prior to introducing La Tagliatella to the U.S., Michael was president of the $240 million Applebee’s division of AmRest and led the turn-around and eventual sale of the Applebee’s division. He spent time as vice president of human resources of AppleGrove which was acquired by AmRest in July 2008. Michael has spent his entire career in the restaurant industry beginning as an hourly employee and working his way through various leadership positions in operations and support functions.

Michael holds an MBA from the University of Georgia and a bachelor’s degree in criminal justice from Eastern Michigan University. He lives in Roswell, Georgia with his wife Charity and their two sons, Michael and Declan.

Joey Asher with Speechworks, Dov Wilker with AJC Atlanta and Tammy Allen with Do Good Get Rewards

Joey Asher/Speechworks

Joey Asher is President of Speechworks, a selling and communication skills coaching company in Atlanta. He has worked with thousands of business people helping them learn how to communicate in a way that connects with clients. Joey’s fourth communication skills book is entitled  “15 Minutes Including Q&A: a Plan to Save the World from Lousy Presentations.”

Dov Wilker/AJC Atlanta

Dov recently returned to Atlanta and American Jewish Committee (AJC) after earning his International MBA from Tel Aviv University and working in the private sector for an Israeli Software start-up that focused on feedback and consumer engagement. Dov previously served as AJC Atlanta’s Assistant Director for two and a half years, where he led AJC’s public affairs efforts on a local and national level. Dov was selected to participate in the United States’ first professional exchange to South Asia, when he visited Sri Lanka in the summer of 2009, just months after the end of their Civil War. In Sri Lanka, Dov consulted with leaders in both the private and public sector on Diaspora relations. Most recently, Dov was recognized as one of Atlanta’s ’40 under 40’ by the Atlanta Business Chronicle. Dov began his career working as the Director of Academic and Community Affairs for the Israeli Ministry of Foreign Affairs to the Southeastern United States. Dov is married to Juliana Jacobson of Wichita, Kansas and they recently welcomed their daughter.

Tammy Allen/Do Good Get Rewards

Tammy Allen is a seasoned marketing and entertainment entrepreneur. Her experience spans over 25 years of managing professional bands, booking musical acts, producing award winning events, and owning a professional music studio. She partnered with Terri Harof at C3 Marketing for 3 years prior to launching Do Good Get Rewards. Tammy was in charge of sales, booking entertainment, public relations and marketing for clients in the hospitality industry.

Do Good Get Rewards is an online volunteer rewards program created to support Non-Profit organizations and their volunteers. Members receive reward points for volunteering and redeem them for products offered by businesses looking to increase their customer base and encourage social engagement.

Greater Atlanta Chapter of the Association of Fundraising Professionals

Lisa Kennedy/Bobby Dodd Institute

Maryum Lewis/Quality Care for Children

Jamie Tobias/Piedmont Healthcare Foundation

Lisa, Maryum and Jamie are volunteers and board members for the Greater Atlanta Chapter of the Association of Fundraising Professionals, a professional association representing nearly 30,000 members in 231 chapters throughout the world.  AFP volunteers and staff work to advance philanthropy through education, training, mentoring, research, credentialing, and advocacy. The association fosters the development and growth of fundraising professionals and promotes high ethical standards in the fundraising profession.

In addition to their service for AFP, they are employed full-time as fundraisers for nonprofit organizations in the Atlanta community.