August 29, 2010

August 15, 2010 Steve Newman: Going into business with your spouse; Peter Bern: Business liability insurance. – Sponsored by: G.F. Hoch Co.

July 18, 2010 Steve Newman and Peter Bern: Your company and employee fraud, and how anti-crime insurance policies can help. – Sponsored by: G.F. Hoch Co.

July 11, 2010 Steve Newman: Tax Update – ’08 vs ’10 vs ’11; Rebecca Bar-Shain: Your mid-year flight plan – Sponsored by Cedar Brook Financial Partners.

June 20, 2010 Steve Newman: Taxability of debt relief/reduction; Peter Bern: Cyber-liability insurance. - Sponsored by G.F. Hoch Co.

June 6, 2010 Newman and Rebecca Bar-Shain on retirement plans’ features and benefits. – Sponsored by Cedar Brook Financial Partners

May 23, 2010 Steve Newman: Inherited retirement plans; Peter Bern: Determining appropriate homeowners. – Sponsored by G.F. Hoch Co.

May 9, 2010 Steve Newman and Rebecca Bar-Shain on Roth IRAs: contributions and conversions. – Sponsored by Cedar Brook Financial Partners

April 25, 2010 Steve Newman: Social Security Scams; Peter Bern: Personal insurance and your independent agent. – Sponsored by G.F. Hoch Co.

April 11, 2010 Steve Newman: Tax tips for Unmarried couples; Rebecca Bar-Shain & Howard Slater: Beyond allowance – helping your children become money wise. – Sponsored by Cedar Brook Financial Partners

March 28, 2010 Steve Newman: Tax preparation tips; Peter Bern: Long term care insurance. – Sponsored by G.F. Hoch Co.

March 14, 2010 Steve Newman: Fraud in your small business?; Rebecca Bar-Shain & Howard Slater: Long term care insurance. – Sponsored by Cedar Brook Financial Partners

February 28, 2010 Steve Newman: Tax facts the IRS won’t tell you; Peter Bern: What you need to know about life insurance. – Sponsored by: G.F. Hoch Co.

February 14, 2010 Steve Newman: The first-time home buyer credit; Rebecca Bar-Shain & Howard Slater: The insurance portfolio review. – Sponsored by: Cedar Brook Financial Partners

December 6, 2009 Steve Newman: Accrual method of paying taxes for your children; Erika Weliczko: Solar and wind power. – Sponsored by: RE Power Solutions

November 29, 2009 Steve Newman: Year-end tax planning; Real Estate Panel: Tax incentives for purchasing homes. – Sponsored by: Keller-Williams Realty, Taft, Stettinius & Hollister, Cleveland Home Title and Fifth Third Mortgage

November 22, 2009 Steve Newman: Converting IRAs to Roths in 2010; Deviani Kuhar: Protect your assets from divorce & creditor claims: trusts, etc. - Sponsored by: McDonald Hopkins

November 15, 2009 Steve Newman: Taxability of debt reduction; Peter Bern: Cyberliability insurance. – Sponsored by: G.F. Hoch Co.

November 8, 2009 Steve Newman & Chuck Grimm: Tax Planning for 2010. Sponsored by: Key Private Bank

November 1, 2009 Steve Newman: Solar energy for your home; Real Estate Panel: Foreclosures and short sales. – Sponsored by: Keller-Williams Realty, Taft, Stettinius & Hollister, Cleveland Home Title and Fifth Third Mortgage

October 25, 2009 Steve Newman: Loans to family members; Deviani Kuhar: Myths and misconceptions about estate planning. – Sponsored by: McDonald Hopkins

October 18, 2009 Steve Newman: Advice for those in business with a spouse; Peter Bern: Business liability insurance. – Sponsored by: G.F. Hoch Co.

October 11, 2009 Steve Newman: Penalty-free withdrawal of IRA funds; Karen Dulaney: Biggest financial concerns of high net worth individuals. – Sponsored by: Key Private Bank

October 4, 2009 Steve Newman: Donation of Property; Real Estate Panel: Now is the time to finance. – Sponsored by: Keller-Williams Realty, Taft, Stettinius & Hollister, Cleveland Home Title and Fifth Third Mortgage

September 27, 2009 Steve Newman: Where to turn for emergency cash; Deviani Kuhar: Estate planning and Family-owned businesses. – Sponsored by: McDonald Hopkins

September 20, 2009 Steve Newman: Paying for college; Jim Pshock: How Bravo Wellness helps businesses. – Sponsored by: G.F. Hoch Co.

September 13, 2009 Steve Newman: IRS audits-how to make them Happen!; Terry Linick: The role of a Key Private Bank Relationship Manager. – Sponsored by: Key Private Bank

September 6, 2009 Steve Newman: Refinance considerations; Real Estate Panel: Alternatives to selling your home-refinancing reverse mortgages. – Sponsored by: Keller-Williams Realty, Taft, Stettinius & Hollister, Cleveland Home Title and Fifth Third Mortgage

August 30, 2009 Steve Newman: Advice to the recently laid off; Deviani Kuhar; Prospects for estate tax reform. – Sponsored by: McDonald Hopkins

August 23, 2009 Steve Newman: Credit card balance transfers; Peter Bern: Business interruption insurance. – Sponsored by: G.F. Hoch Co.

August 9, 2009 Steve Newman: Retention of records; Real Estate Panel: Contracts, purchase agreements, contingencies. – Sponsored by: Keller-Williams Realty, Taft, Stettinius & Hollister, Cleveland Home Title and Fifth Third Mortgage

August 2, 2009 Steve Newman: Cash for Clunkers program; Deviani Kuhar: Reviewing your life insurance from an estate planning standpoint, beneficiaries, irrevocable life insurance trusts. – Sponsored by: McDonald Hopkins

July 26, 2009 Steve Newman and Peter Bern: Your company and employee fraud, and how anti-crime insurancepolicies can help. – Sponsored by: G.F. Hoch Co.

July 19, 2009 Steve Newman: Can you overdo tax-deferred retirement savings?; Ed Donnelly: The advantages of having a private banker. – Sponsored by: Key Private Bank

July 12, 2009 Steve Newman: Preparing for possible layoff; Real Estate Panel: Title issues in home sales. – Sponsored by: Keller-Williams Realty, Taft, Stettinius & Hollister, Cleveland Home Title and Fifth Third Mortgage

July 5, 2009 Steve Newman: Don’t overpay Uncle Sam-withhold for yourself!; Deviani Kuhar: Beneficiary designations in estate planning, Roth conversions. – Sponsored by: McDonald Hopkins

June 28, 2009 Steve Newman: Social Security scams; Peter Bern: What to look for in insurance and agents-the value of an independent agent – Sponsored by: G.F. Hoch Co.

June 21, 2009 Steve Newman: Tax issues in divorce; Dari Henry, Darren Zeck: Mortgages Today – Sponsored by: Key Private Bank

June 14, 2009 Steve Newman: First-time homebuyer tax credit; Real Estate Panel: Issues for first-time home buyers – Sponsored by: Keller-Williams Realty, Taft, Stettinius & Hollister, Cleveland Home Title and Fifth Third Mortgage

June 7, 2009 Steve Newman: Don’t evade that household employee tax!; Jeff Consolo: Do you still need your trusts? The estate tax and benefits of trusts. – Sponsored by: McDonald Hopkins

May 31, 2009 Tax itemization of medical expenses for seniors; Derek Hoch: Truck insurance – steps to take to prevent claims, success stories – Sponsored by: G.F. Hoch Co.

May 24, 2009 Steve Newman: Tax-free perks for commuters; Cathy O’Malley Kearney: Information on powers of attorney and estate planning – Sponsored by: Key Private Bank

May 17, 2009 Steve Newman: Better ways for businesses to cut costs; Real Estate Panel: Tips on selling your home – Sponsored by: Keller-Williams Realty, Taft, Stettinius & Hollister, Cleveland Home Title and Fifth Third Mortgage

May 10, 2009 Steve Newman: Tax benefits for victims of Ponzi schemes; Jeff Consolo: Charitable giving concerns in tough times – Sponsored by: McDonald-Hopkins

May 3, 2009 Steve Newman: Financial concerns with aging Parents; Derek Hoch: Often overlooked issues with truck insurance – Sponsored by: G.F. Hoch Co.

April 26, 2009 Steve Newman: Energy credits under stimulus programs; Betsy Lambert: Keeping retirement planning on track – Sponsored by: Key Private Bank

April 19, 2009 Steve Newman: New car incentive in stimulus package; Real Estate Panel: Seller financing and lease options – Sponsored by: Keller-Williams Realty, Taft, Stettinius & Hollister, Cleveland Home Title and Fifth Third Mortgage

April 12, 2009 Steve Newman: Taxable vs. tax-exempt bonds; Deviani Kuhar: Estate planning in second marriages and prenuptial agreements, pt. 2 – Sponsored by: McDonald-Hopkins

April 5, 2009 Steve Newman: COBRA – continued health insurance for terminated employees; Peter Bern: Business Employment Practices Liability Insurance – Sponsored by: G.F. Hoch Co.

March 29, 2009 Steve Newman: Convert your 401k to an IRA; Glenn Danahey, CIMA: Charitable trusts, gift annuities, unit trusts – Sponsored by: Key Private Bank

March 22, 2009 Steve Newman: A reprieve from IRA minimum distribution; Real Estate Panel: Be prepared for success in a challenging real estate market – Sponsored by: Keller-Williams Realty, Taft, Stettinius & Hollister, Cleveland Home Title and Fifth Third Mortgage

March 15, 2009 Steve Newman: Open a 2008 SEP account now; Deviani Kuhar: Estate planning in second marriages and prenuptial agreements – Sponsored by: McDonald-Hopkins

March 8, 2009 Steve Newman: How taxes are likely to increase; Derek Hoch: Truck insurance, freight issues-truckinsurance4u.com – Sponsored by: G.F. Hoch Co.

March 1, 2009 Steve Newman: The IRS and you – communicate! Get advice; Thomas Danford & Daniel Miltner: Investing today – have the rules changed? – Sponsored by: Key Private Bank

February 22, 2009 Steve Newman and Real Estate Panel: How to alleviate mortgage misery – Sponsored by: Keller-Williams Realty, Taft, Stettinius & Hollister, Cleveland Home Title and Fifth Third Mortgage

February 15, 2009 IRS audits are on the rise – beware; Jeff Consolo & Deviani Kuhar: Evaluate your financial advisor, and do it from the viewpoint of both spouses – Sponsored by: McDonald Hopkins

February 8, 2009 Social Security scams; Peter Bern: What to look for in insurance and agents – value of independent agent – Sponsored by: G.F. Hoch Co

February 1, 2009 Steve Newman: Tax advantages of art donations; Kevin Afnan: 401k participation, asset allocation, having a professional financial advisor – Sponsored by: Key Private Bank

January 25, 2009 Steve Newman: Choosing a tax preparer; Sandy & Kimble True: Home sales and the pitfalls of today’s housing market – Sponsored by: Keller-Williams Realty and The True Home Team

January 18, 2009 Steve Newman: College housing can be deductible; Jeff Consolo & Deviani Kuhar: Advantages of gifting in economically bad times – Sponsored by: McDonald-Hopkins

January 11, 2009 Steve Newman: Changes in the tax code; Rick Hoch & Peter Bern: Facts to consider for choosing a partner in risk management – Sponsored by: G.F. Hoch Co.

January 4, 2009 Steve Newman: Your credit score; Bruce McCain: The economic outlook for 2009 – Sponsored by: Key Private Bank

November 30, 2008 Steve Newman: Tax Strategies – Investing on Margin; Kevin Plank: Retirement Investment Strategies – Sponsored by: Lincoln Financial

November 23, 2008 Steve Newman: Your Children in Your Business & Start Their Roth IRA’s; Jeffrey P. Consolo: Estate Planning Tips for 2009 – Sponsored by: McDonald Hopkins

November 16, 2008 Steve Newman: Is Your Return Asking for an Audit?; Megan Kim (COSE) with Debbie Holy & Ellie Chalko (Cynergies Solutions): Weatherhead 100 Event (December 2008) – Sponsored by: Council of Smaller Enterprises (COSE)

November 9, 2008 Steve Newman: Add Your Child to Your Credit Card to Establish Credit; Bruce McCain: An Economic Overview and How Your Investments are Affected – Sponsored by: Key Private Banking

November 2, 2008 Steve Newman: College Scholarships’ Taxability; Kevin Plank: Legacy Planning & Promoting ”Tune-up” event November 8, 2008 – Sponsored by: Lincoln Financial

October 26, 2008 Steve Newman: IRS Website as a Resource; Jeffrey P. Consolo: Tax Prognoses for the Presidential and Judicial Elections – Sponsored by: McDonald Hopkins

October 19, 2008 Steve Newman: Run Your Home Business Like a Business; Steve Millard (COSE) & Will Limkemann (Business Advisor): The COSE Small Business Conference on October 22 through October 23, 2008 – Sponsored by: Council of Smaller Enterprises (COSE)

October 12, 2008 Steve Newman: Home Office Deductions; Ed Donnelly, Terri Linick & Karen Dulaney: The Role of the Private Banker – Sponsored by: Key Private Banking

October 5, 2008 Steve Newman: IRS “Offers in Compromise”; Kevin Plank: Buying & Selling in a Volatile Market – Strategies, etc. – Sponsored by: Lincoln Financial

September 28, 2008 Steve Newman: Independent Contractors vs. Employees; Jeffrey P. Consolo: Top Ten Mistakes in Estate & Business Planning (Part 2) – Sponsored by – McDonald Hopkins

September 21, 2008 Steve Newman: Automobile Expense Deductions; Clair Walker & David Stetler: Public Policy Agenda & “COSE Day” on September 25, 2008 – Sponsored by: Council of Smaller Enterprises (COSE)

September 14, 2008 Steve Newman: Penalties on Unpaid Federal Tax; Tom Danford & Betsy Lambert: Financial Planning for Retirement – Sponsored by: Key Private Banking

September 7, 2008 Steve Newman: Tax-Free Income (Part 2), Kid’s Investments & Section 1031 Real Estate Changes; Kevin Plank: Retirement Planning – Stop Procrastinating! – Sponsored by: Lincoln Financial

August 31, 2008 Steve Newman: Rental of Your Home = Tax Free Income; Jeffrey P. Consolo: Top Ten Mistakes in Estate & Business Planning (Part 1) – Sponsored by: McDonald Hopkins

Augsut 24, 2008 Steve Newman: Where to Retire and Not be Taxed to Death; Clair Walker (COSE) & Celia McGrath (Olympia Candies): Issue 4 & Mandated Sick Leave Legislation – Sponsored by: Council of Smaller Enterprises (COSE)

August 17, 2008 Steve Newman: Loans to Family Members; Lisa Michael & Flenn Danahey: Gifting in Estate Planning & Planned Giving to Non-Profits – Sponsored by: Key Private Banking

August 10, 2008 Steve Newman: Tax-Free Income (Part 1); Kevin Plank: Rewarding & Retaining Key Employees – Sponsored by: Lincoln Financial

August 3, 2008 Steve Newman: The IRS “Dirty Dozen” Scammers to Avoid; Jeffrey P. Conosolo: What the Heck is Probate Anyway? – Sponsored by: McDonald Hopkins

July 27, 2008 Steve Newman: Buy-Sell Arrangements for Small Business; Carol Haines & Steve Millard: Buy Local throught ibuyneo.org – Sponsored by: Council of Smaller Enterprises (COSE)

July 20, 2008 Steve Newman: Tax-Free Reimbursement of Employees; Veena Khanna & Lisa Neely: Trustees and Powers of Attorney – Sponsored by: Key Private Banking

July 13, 2008 Steve Newman: Premature IRA Withdrawals; Kevin Plank: Don’t Wait – Plan that Estate! – Sponsored by: Lincoln Financial

July 6, 2008 Steve Newman: Top Audit Targets of the IRS; Jeffrey P. Consolo: Fees to Expect in Estate Planning and Probate – Sponsored by: McDonald Hopkins

June 29, 2008 Steve Newman: Tax Strategies for Now; Clair Walker (COSE) & Keith Ashmus (Small Business Administration): Smallizvotes.org and Paid Sick Leave Initiative – Sponsored by: Council of Smaller Enterprises (COSE)

The following radio appearances are available by request - please contact our office to obtain a copy:

June 22, 2008 Steve Newman: Tax Mistakes Seniors Make (Trusts, etc.); Dennis Kahn, Catherine O’Malley Kearney & Rick Miller: Planning for Business Succession – Sponsored by: Key Private Banking

June 15, 2008 Steve Newman: Overlooked Tax Deductions; Kevin Plank & Mary LaVelle of J.L. Thomas Insurance: Long-Term Care Insurance – Sponsored by: Lincoln Financial

June 8, 2008 Steve Newman: Rental-Lease – Structures for Tax Advantage; Jeffrey P. Consolo: Estate Planning: Whether You Do or Don’t Need a Will – Sponsored by: McDonald Hopkins

June 1, 2008 Steve Newman: Retirement Plans; Darlene Golbach & Stewart Sharp: Mentoring Courses for Small Business, including June 19, 2008 event – Sponsored by: Council of Smaller Enterprises (COSE)

May 25, 2008 Steve Newman: Tax Breaks with Real Estate Investments; Michael Caraboolad & Kevin Afnan: Financial Planning for Retirement – Sponsored by: Key Private Banking

May 18, 2008 Steve Newman: Business Use of Your Home; Kevin Plank: Buying or Selling Your Small Business – Sponsored by: Lincoln Financial

May 11, 2008 Steve Newman: Mortgage Forgiveness & Debt Relief Act; Jeffrey P. Consolo: Charitable Giving – Sponsored by: McDonald Hopkins

May 4, 2008 Steve Newman: Avoid Commingling Funds: Steve Millard & Lisa Logan: Mandated Sick Leave Legislation – Sponsored by: Council of Smaller Enterprises (COSE)

April 27, 2008 Steve Newman: Penalties for Unpaid Federal Income Tax; Tom Danford & Betsy Lambert: Financial Planning for Retirement – Sponsored by: Key Private Banking

April 20, 2008 Steve Newman: Unusual Medical Expense Deductions; Kevin Plank: The Folly of Market Timing-Better Ways to Deal with Volatility – Sponsored by: Lincoln Financial

April 13, 2008 Steve Newman: Tax Savings; Jeffrey P. Consolo: Avoiding Legal Squabbles after You Die – Sponsored by: McDonald Hopkins

April 6, 2008 Steve Newman: The Mortgage Interest Deduction; Doug Freer (Lawn Lad) & Nicole Sitka: “Mindshare” Networks – Sponsored by: Council of Smaller Enterprises (COSE)

March 30, 2008 Steve Newman: C Corporations & Pay Yourself Rental Income from Your Business; Dennis Kahn & Denise Gott: KeyCorp Insurance Service & Long-Term Care – Sponsored by: Key Private Banking

March 23, 2008 Steve Newman: Home Devaluation and the Reassessment Deadline; Kevin Plank & Karen Knerem: Reverse Mortgages – Sponsored by: Lincoln Financial

March 16, 2008 Steve Newman: Avoidance of the “Kiddie Tax”; Jeffrey P. Consolo: Reviewing Estate Planning – Sponsored by: McDonald Hopkins

March 9, 2008 Steve Newman: Savings from College Housing Purchase; Brad Nellis (NEOSA) & Pat Pell: COSE Member Networks – Sponsored by: Council of Smaller Enterprises (COSE)

March 2, 2008 Steve Newman: Tax Brackets for Tax Free Capital Gains; Dave Legeay & Marilyn Kysela: Asset Allocation and Risk Factors – Sponsored by Key Private Banking

February 24, 2008 Steve Newman: Individual Retirement Accounts (IRAs) – Avoiding Penalties; Kevin Plank: Buy-Sell Agreements Among Business Owners – Sponsored by: Lincoln Financial

February 17, 2004 Steve Newman: How to Get Your Tax Refund Faster; Jeffrey P. Consolo: Election for Probate Judges & Estate Planning – Sponsored by: McDonald Hopkins

February 10, 2008 Steve Newman: Single Member Limited Liability Companies (LLC’s) vs. Proprietorships; Carol Haines & Steve Millard: I Buy NEO and Loyalty Cards for Small Businesses – Sponsored by: Council of Smaller Enterprises (COSE)

February 3, 2008 Steve Newman: Saver’s Tax Credit (Form 8880); Brian Jaros & Carrie Spencer: Financial Planning Pitfalls – Sponsored by: Key Private Banking

January 27, 2008 Steve Newman: Limits for Investing in Roth IRAs; Kevin Plank: Asset Diversification in Your Financial Planning – Sponsored by: Lincoln Financial

January 20, 2008 Steve Newman: Increased IRA Limits, Start a Roth IRA for Junior; Jeffrey P. Consolo: Candidates’ Views on the Estate Tax – Sponsored by: McDonald Hopkins

January 13, 2008 Steve Newman: Renting Your Home Rather than Selling; Tim Reynolds & Steve Millard: Ohio’s Proposed Employee Sick Leave Legislation – Sponsored by: Council of Smaller Enterprises (COSE)

January 6, 2008 Steve Newman: Internal Revenue Service (IRS) Audit Targets; Bruce McCain: Portfolio Management – Sponsored by: Key Private Banking

December 16, 2007 Steve Newman: Continuing Education; Paul Orchosky from Moskal, Gross, Orchosky: “Road to Wealth” Investment Management

December 9, 2007 Steve Newman: Supporting Your “Adult Child” & Taxes; Patty Starr & David Stetler: Health Savings Accounts (HSAs) – Sponsored by: Council of Smaller Enterprises (COSE)

December 2, 2007 Steve Newman: Your Kid’s Taxable Income & Section 529 Plans; Kevin Plank & Dan Lauletta: Estate Planning Fundamentals – Sponsored by Lincoln Financial

November 25, 2007 Steve Newman: Solar Energy Tax Credits; Jeffrey P. Consolo: Succession Planning for Family Businesses – Sponsored by: McDonald Hopkins

November 18, 2007 Steve Newman: Year-End Tax Tips for Small Businesses; Paul Orchosky from Moskal, Gross, Orchosky: 401(K) Investments

November 11, 2007 Steve Newman: Small Business Start-Up Breaks; Nicole Sitka & Paul Stella: Business Networking Website – cosemindspring.com – Sponsored by: Council of Smaller Enterprises (COSE)

November 4, 2007 Steve Newman: Working Beyond Retirement & Social Security Benefits; Kevin Plank & Dan Lauletta: Retaining Key Employees in Your Firm – Sponsored by: Lincoln Financial

October 28, 2007 Steve Newman: Turn on the Power of Energy Tax Credits; Jeffrey P. Consolo: Changes in the Ohio Law Regarding Estates – Sponsored by: McDonald Hopkins

October 21, 2007 Steve Newman: Evaluating Charities for Tax Purposes; Ron Gross from Moskal, Gross, Orchosky: The World of Retirement Plan

October 14, 2007 Steve Newman: Internal Revenue Service (IRS) S-Corporation Audits; Nancy Pokorny of COSE: 2007 Small Business Conference; Jeff Ahola: Professional Payroll Services – Sponsored by: Council of Small Enterprises (COSE)

October 7, 2007 Steve Newman: Tax-Free Bonds across State Lines; Kevin Plank & Dan Lauletta: Advantages of Early Planning for Retirement – Sponsored by: Lincoln Financial

September 30, 2007 Steve Newman: Tax Benefits from Conversions to Rental Property; Jeffrey P. Consolo: Those Scary Acronyms of Estate Planning – Sponsored by: McDonald Hopkins

September 23, 2007 Steve Newman: Tax Implications of US & Foreign Investment; Morgan Kim & Roxanne Kaufmann: COSE 2007 Small Business Conference – Sponsored by: Council of Smaller Enterprises (COSE)

September 16, 2007 Steve Newman: Roth IRA’s, Retirement & Social Security; Alan Resnik from Ozan & Resnik: All about Disability Insurance

September 9, 2007 Steve Newman: Catching up on IRS Filing without Going to Jail; Kevin Plank & Dan Lauletta: Strategies for Your Retirement Assets – Sponsored by: Lincoln Financial

September 2, 2007 Steve Newman: Property Tax Homestead Exemption for Seniors; Jeffrey P. Consolo: A Move to Florida – Legal Considerations – Sponsored by: McDonald Hopkins

August 26, 2007 Steve Newman: Refund Deadlines & Amending Old Tax Returns; Nancy Pokorny & Don Lampert of Calfee Halter & Griswold: COSE Workers’ Compensation Program – Sponsored by: Council of Smaller Enterprises (COSE)

August 19, 2007 Steve Newman: Estimated Tax Penalties; Mark Kavinsky from Skynet Solutions: Preparing for Computer Disasters & Protecting Data

August 12, 2007 Steve Newman: IRS National Research Program Audits; Kevin Plank & Dan Lauletta: Positioning Your Small Business for Sale – Sponsored by: Lincoln Financial

August 5, 2007 Steve Newman: Reimbursements & Nontaxable Employee Benefits; Jeffrey P. Consolo: Estate Tax Audits – Sponsored by: McDonald Hopkins

July 29, 2007 Steve Newman: Correspondence Audits by the Internal Revenue Service; Carol Haines & Lou Licotta: I Buy NEO Marketing Programs – Sponsored by: Council of Smaller Enterprises

July 22, 2007 Steve Newman: Valuations & Deductible Donations; Harold Rogoff & Lindsey Resnick: Fixed Rate Individual Retirement Accounts (IRAs) and Personal Service – Sponsored by Parkview Federal Savings

July 15, 2007 Steve Newman: Hiring Your Children in Your Business; Kevin Plank & Dan Lauletta: Positioning Yourself for Retirement – Sponsored by: Lincoln Financial

July 8, 2007 Steve Newman: Retirement Plan Contributions; Jeffrey P. Consolo: Legal Permutations of Prenuptial Agreements – Sponsored by: McDonald Hopkins

July 1, 2007 Steve Newman: Tax Issues – Keeping Records of Stock Sales; Abby Maier & Brad Nellus: COSE Arts Network & NEOSA Technology Network – Sponsored by: Council of Small Enterprises (COSE)

June 24, 2007 Steve Newman: Midyear Tax Planning & Gifted Securities; Tom Hough & Harold Rogoff: Commercial Loans & Bank Relationships – Sponsored by: Parkview Federal Savings

June 17, 2007 Steve Newman: Vacation Home Tax Issues; Kevin Plank & Dan Lauletta: Market Timing – Sponsored by: Lincoln Financial

June 10, 2007 Steve Newman: Spouses Filing Jointly vs. Separately; Jeffrey P. Consolo: Selecting Fiduciaries – Sponsored by: McDonald Hopkins

June 3, 2007 Steve Newman: Avoiding a Schedule C Audit; Patricia Starr & Kathy Tatman: Health Insurance Choices & Benefit Reviews – Sponsored by: Council of Smaller Enterprises (COSE)

May 27, 2007 Steve Newman: The IRS Innocent Spouse Rule; Harold Rogoff: Health Saving Accounts – Back to the Basics – Sponsored by: Parkview Federal Savings

May 20, 2007 Steve Newman: Minimize Self-Employment Tax; Kevin Plank & Dan Lauletta: Avoiding Capital Gains on Appreciated Stock & Charitable Remainder Trusts – Sponsored by: Lincoln Financial

May 13, 2007 Steve Newman: When to Start Collecting Social Security; Jeffrey P. Consolo: Funding Trusts – Sponsored by: McDonald Hopkins

May 6, 2007 Steve Newman: When Investment Losses are Good; James Cookinham & Tim Reynolds: Peer Networks Among Small Businesses & COSEspace – Sponsored by: Council of Smaller Enterprises (COSE)

April 29, 2007 Steve Newman: The IRS Website Actually Helps; Harold Rogoff & Dr. James Silverblatt: Women’s Health & Health Saving Accounts – Sponsored by: Parkview Federal Savings

April 22, 2007 Steve Newman: Social Security Benefits; Kevin Plank & Dan Lauletta: A “Will” for Your Business – Buy Sell Agreements – Sponsored by: Lincoln Financial

April 15, 2007 Steve Newman: Tax Credits for Student Expenses; Jeffrey P. Consolo: Investment Advisors & Trustees in Estate Planning – Sponsored by: McDonald Hopkins

April 8, 2007 Steve Newman: Tax Considerations with Investments; Rob Mofatt & Paula Sauer: Wellness – Sponsored by: Council of Smaller Enterprises (COSE)

April 1, 2007 Steve Newman: How to Avoid an Audit; Harold Rogoff & Chris Hess: Foolish Financial Decisions – Sponsored by: Parkview Federal Savings

March 25, 2007 Steve Newman: Late Changes in Income Tax Laws; Kevin Plank & Dan Lauletta: Diversifying Your Investments – Sponsored by: Lincoln Financial

March 18, 2007 Steve Newman: Selling Your Principal Residence; Jeffrey P. Consolo: Is the Death of the “Death Tax” Dead? – Sponsored by: McDonald Hopkins

March 11, 2007 Steve Newman: Deductible Charitable Contributions and the IRS; Nancy Pokorny & Joseph Ventura: Bureau of Workers’ Compensation Safety Programs to Restore Eligibility for Group Rating Programs – Sponsored by: Council of Smaller Enterprises (COSE)

March 4, 2007 Steve Newman: Taking Individual Retirement Account (IRA) Withdrawals without Tax Penalties; Harold Rogoff & Jeff Kanter: Planning for Life Expo – Sponsored by: Parkview Federal Savings

February 25, 2007 Steve Newman: Dependent Exemptions; Dan Lauletta: Buy-Sell Agreements in Business – The Eight “D’s” of Concern – Sponsored by: Lincoln Financial

February 18, 2007 Steve Newman: New Minimum Wage Requirements; Jeffrey P. Consolo: Succession Plans for Business – Sponsored by: McDonald Hopkins

February 11, 2007 Steve Newman: Deducting Interest; Nancy Pokorny & Howard Edelstein: Long-Term Care – Sponsored by: Council of Smaller Enterprises (COSE)

February 4, 2007 Steve Newman: New Pension Plan Limits; Harold Rogoff: Health Saving Accounts – More on Improved Regulations – Sponsored by: Parkview Federal Savings

January 28, 2007 Steve Newman: Hiring Your Children – Tax Concerns; Kevin Plank & Dan Lauletta: Position Yourself for Retirement – Sponsored by: Lincoln Financial

January 21, 2007 Steve Newman: The IRS & Five Million Missing Dependents; Jeffrey P. Consolo: Appraisals & Valuations – Sponsored by: McDonald Hopkins

January 14, 2007 Steve Newman: Roth Rollovers & IRA Laws; Lee Tenenbaum from Chagrin Financial Services: Buying & Selling Businesses

January 7, 2007 Steve Newman: IRS Installment Agreements; Harold Rogoff: Health Saving Accounts – Newly Legislated Improvements – Sponsored by: Parkview Federal Savings

December 17, 2006 Steve Newman: Deductible Contributions – Records & Appraisals; Dennis Schwartz: Gifting – Sponsored by: Raymond James & Associates

December 10, 2006 Steve Newman: Save $1,000 in Taxes Looking at Capital Gains & Losses; Jeffrey P. Consolo: Powers of Attorny: Pros & Cons – Sponsored by: McDonald Hopkins

December 3, 2006 Steve Newman: Roth Individual Retirement Accounts (Roth IRAs); Jim Farley: Bargain Generic Drugs & Year-End Issues – Sponsored by: J.P. Farley, Inc.

November 26, 2006 Steve Newman: The IRS Targets “Top Ten List”; Harold Rogoff, Nancy Pokorny & Robert Moffatt: Council of Smaller Enterprises (COSE) – Greater Cleveland Partnership – Sponsored by: Parkview Federal Savings

November 19, 2006 Steve Newman: Taxability of Damage Awards; Dennis Schwartz: Harvesting Tax Benefits from Your Stock Portfolio – Sponsored by: Raymond James & Associates

November 12, 2006 Steve Newman: Business Rental vs. Real Estate Ownership; Jeffrey P. Consolo: Fair Treatment of Beneficiaries – Sponsored by: McDonald Hopkins

November 5, 2006 Steve Newman: Inherited 401(K)s; Jim Farley: Pricing Transparency in Health Insurance Contracts – Sponsored by: J.P. Farley, Inc.

October 29, 2006 Steve Newman: Direct Individual Retirement Account (IRA) Distributions to Charity; Harold Rogoff: New Health Saving Account Certificates of Deposit – Sponsored by: Parkview Federal Savings

October 22, 2006 Steve Newman: Plans for Education & Section 529 Plans; Dennis Schwartz: More on Saving & Investing for Education – Sponsored by: Raymond James & Associates

October 15, 2006 Steve Newman: S Corporations – Salary vs. Distribution or Dividends & the IRS; Jeffrey P. Consolo: Mistakes in Estate Planning – Sponsored by: McDonald Hopkins

October 8, 2006 Steve Newman: Medicare Premiums – Through the Roof; Jim Farley: Wal-Mart’s $4 Drugs & Minute Clinics, etc. – Sponsored by: J.P. Farley, Inc.

October 1, 2006 Steve Newman: Financing College Education with Securites; Harold Rogoff & Jeff Kanter: Rate Guaranteed Health Insurance – Sponsored by: Parkview Federal Savings

September 24, 2006 Steve Newman: Taxation of Social Security; Dennis Schwartz: Stocks Behaving Badly! – Sponsored by: Raymond James & Associates

September 17, 2006 Steve Newman: Four Types of Retirement Plans & File a 1099 for Extortion Payments; Jeffrey P. Consolo: Life Insurance in Estate Planning – Sponsored by: McDonald Hopkins

September 10, 2006 Steve Newman: Tax Aspects of Divorce – Divvying up 401(K)s & Qualified Domestic Relation Orders (QDRO); Jim Farley: Analyzing Those Medical Bills – Sponsored by: J.P. Farley, Inc.

September 3, 2006 Steve Newman: The Tax Increase Prevention Act: Provisions, Individual Retirement Accounts (IRAs) & Roth Individual Retirement Accounts (Roth IRAs); Harold Rogoff: Health Saving Account Basics – Sponsored by: Parkview Federal Savings

August 27, 2006 Steve Newman: Section 1244 Stock, Qualified Small Business Corporations & Tax Loss Carryovers; Dennis Schwartz: Mom’s Wisdom Relates to the Stock Market – Sponsored by: Raymond James & Associates

August 20, 2006 Steve Newman: Seven Steps to Tapping Your Retirement Income; Jeffrey P. Consolo: The Tax Impact of Giving – Sponsored by: McDonald Hopkins

August 13, 2006 Steve Newman: Tax Avoidance in Selling Your Home; Jim Farley: Third Party Administrators & Comparing Health Plan Details – Sponsored by: J.P. Farley, Inc.

August 6, 2006 Steve Newman: Remove Funds from Individual Retirement Accounts (IRAs) without Penalties; Kate Kelly: Steps in Establishing Health Saving Accounts & Concerns or Communicating with Employees Regarding Benefits – Sponsored by: Parkview Federal Savings

July 30, 2006 Steve Newman: Family Limited Partnerships; Dennis Schwartz: RISK is a Four Letter Word – Sponsored by: Raymond James & Associates

July 23, 2006 Steve Newman: Gifting of Parents’ Home; Jeffrey P. Consolo: Death of the “Death Tax”? – Sponsored by: McDonald Hopkins

July 16, 2006 Steve Newman: Implications of the New Tax Law; Jim Farley: Emotional Reactions of Employees to Changes in Health Plans – Sponsored by: J.P. Farley, Inc.

July 9, 2006 Steve Newman: Roth Individual Retirement Accounts (Roth IRAs) for the Kids; Robert Katitus: Commercial Lending & the Real Estate Market – Sponsored by: Parkview Federal Savings

July 2, 2006 Steve Newman: Planning for Business Transitions; Dennis Schwartz: Invest to Win, Place or Show – Why Betting on Only One Horse is Not the Way to Win – Sponsored by: Raymond James & Associates

June 25, 2006 Steve Newman: Social Security & Retirement Plans; Jeffrey P. Consolo: Estate Planning Basics (Part 2) – Sponsored by: McDonald Hopkins

June 18, 2006 Steve Newman: New IRS Rules on Offer & Compromise; Jim Farley: Employer Options for Employee Health Plans – Sponsored by: J.P. Farley, Inc.

June 11, 2006 Steve Newman: Home Equity as Retirement Savings; Harold Rogoff & Stan Sieniawski: Individual Health Insurance & Health Saving Accounts – Sponsored by: Parkview Federal Savings

June 4, 2006 Steve Newman: Deduct That Cruise, the Rich are Audited Less & Job Hunting Expenses; Dennis Schwartz: Having the Talk with Your Kids and We Don’t Mean Sex – Sponsored by: Raymond James & Associates

May 28, 2006 Steve Newman: Tax Preparation Errors & Phishing; Jeffrey P. Consolo: Estate Planning Basics (Part 1) – Sponsored by: McDonald Hopkins

May 21, 2006 Steve Newman: Hiring Your Children & Tax Freedom Day; Jim Farley: Four Reasons to Hire a Third Party Administration Firm (TPA) – Sponsored by: J.P. Farley, Inc.

May 14, 2006 Steve Newman: IRS “Offer & Compromise” Scams; Harold Rogoff & Jim Farley: Health Saving Accounts Success Stories – Sponsored by: Parkview Federal Savings

January 8, 2006 Steve Newman: Small Business – Employee Tax Deductions; David Consolo from Consolo Coins – Appraisal & Sale of Coin Collections

December 11, 2005 Steve Newman: Automotive Deductions; Dennis Schwartz: Avoiding Investment Mistakes (Part 1) – Sponsored by: Raymond James & Associates