The Fusion Powercast Series Archive

Dates

*Subject to change
** Holiday Schedule

Program Archive

Special Guest

2/29/22 Powercast - Tax Engineering Strategies And Tactics For The HNW Landscape  -

Howard W. Neiswender, J.D., LL.M., CFP, TEP, CEPA - Shareholder of Dentons Sirote

2/16/22 Powercast - The Digital 360 Degree Life Settlement Platform -

Lucas Siegel - CEO of Harbor Life Brokerage

2/9/22 Powercast - Digitizing Disability Insurance For Advisors And Their Clients -

Andrew Hamill, CLU, ChFC, CLTC, LTCP - CMO of Breeze

10/28/21 Powercast - Adding HR And Payroll Solutions To Your Offering While Increasing Revenues -

Jeff Ahola - CEO of Ahola HR and Payroll Solutions

10/27/21 Powercast - Dealing Effectively With Benefits Administration For Your Business clients -

Trey Tompkins - President and General Counsel of Admin America

10/12/21 Powercast - Engineering A Paperless Infrastructure For Alternative Investments -

Brad West - CEO of Alternative Investment Exchange

6/18/21 Tax Engineering Strategies and Tactics For The New HNW Landscape -

Howard W. Neiswender, J.D., LL.M., CFP, TEP, CEPA - Shareholder of Dentons Sirote

5/20/21 The Dynamics of Partnering With CPA Firms -

Robert Merl - BRN National Practice Director - BDO USA, LLP

12/3/20 Your Paperless Infrastructure For Alternative Investments -

Brad West - CEO of Alternative Investment Exchange

11/19/20 The Power Of Securities Backed Lending -

James Sekel - Senior Vice President of Private Banking at TriState Capital Bank

10/22/20 Where Crypto Meets Modern Portfolio Theory -

Daniel Eyre - CEO and Founder of Blockchange

9/24/20 Creative Tax Engineering For Uncertain Times -

Howard W. Neiswender, J.D., LL.M., CFP, TEP, CEPA - Shareholder of Sirote and Permutt, PC

9/10/20 Bringing Specialty Tax Consulting Services To Your Business Clients -

Randy Crabtree, CPA - Co-Partner of Tri-Merit

7/23/20 Partnering With CPA Firms To Expand Your Practice -

Robert Merl - BRN National Practice Director - BDO USA, LLP

7/9/20 Business Valuation Services Attract Business Clients -

Jeff Bae, JD, CVA - Managing Director of Valuation Services

6/18/20 Creative Tax Engineering In Uncertain Times - Part II -

Howard W. Neiswender, J.D., LL.M., CFP, TEP, CEPA - Shareholder of Sirote and Permutt, PC

6/4/20 Residency And Citizenship Planning For HNW Families -

Mehdi Kadiri - Global Business Development Executive for Henley & Partners

 

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