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

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

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