Tax-Alpha Solutions

Nicolle is a dual-barred attorney in the United States (Washington DC) and Honduras. Paramount to her career as a crypto attorney is to reduce the liability exposure towards building a solid Crypto Project and building a stronger web3 ecosystem. She has provided valuable legal advice to individuals and companies looking to get involved in NFTs and Web3 matters.

Nicolle is also an NFT investor and speaker, who combines her passion to create opportunities and impulse more LATAM inclusion into the NFT and crypto space. She strives to educate the Spanish speaking community on the basics of NFT and crypto and to hopefully pave a clear path for future crypto legislation.

Listen to this informative Tax-Alpha Solutions episode with Nicolle Lafosse about crypto law.

Here is what to expect on this week’s show:

• How Nicolle became an expert in crypto.
• What is web3 and how does it work?
• The percentage of people living in the virtual world is growing exponentially.
• How do you protect yourself when you’re running a crypto venture?
• Is there anyone making any money in the metaverse?

Connect with Nicolle:

https://lawandpixels.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.

Eric is a managing partner in Green & Sklarz LLC, a boutique tax firm with offices in Connecticut and New York. The focus of Attorney Green’s practice is civil and criminal taxpayer representation before the Department of Justice Tax Division, Internal Revenue Service and state Departments of Revenue Services. Eric is a nationally renowned tax expert and author/commentator of IRS civil and criminal tax matters. Having lectured to more than 70,000 practitioners on civil and criminal tax topics, he is one of the nation’s best known lecturers in continuing professional tax education. Eric has been recognized by Connecticut Super Lawyers in the field of Tax. Attorney Green is a past Chair of the Executive Committee of the Connecticut Bar Association’s Tax Section and is a Fellow of the American College of Tax Counsel (“ACTC”). He is the founder of Tax Rep Network and the host of the Tax Rep Network Podcast, and is a contributing columnist for Bloomberg Tax.

Listen to this informative Tax-Alpha Solutions episode with Eric Green about current tax laws.

Here is what to expect on this week’s show:

• The importance of staying on top of your taxes.
• What’s hot right now in the tax world.
• How Eric became a tax controversy lawyer.
• What is an audit? What does it mean?

Connect with Eric:

https://taxrepllc.com/

https://gs-lawfirm.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.

During his almost twenty-year tax career, John Hurley has represented and advised multiple Fortune 500 companies on a wide array of sophisticated tax issues in various tax disciplines, such as; tax controversy, tax planning, international tax and transfer pricing.    

John led the tax controversy practice for Halliburton Corporation, a global oil and gas company, and continued his career path into international taxation, tax planning and Mergers and Acquisitions for other large corporate tax departments at LyondellBasell Industries N.V. and Ryder System, Inc. 

Mr. Hurley is admitted to practice law in the Florida state courts, United States Tax Court, and the U.S. District Court for the Southern District of Florida. Mr. Hurley is a member of the State Bar of Florida and the Tax Section of the Florida Bar. 

Mr. Hurley can represent clients before the IRS, U.S. Tax Court and U.S. District Court (S.D. Fla.), as well as, clients before Florida state tax authorities and Florida state courts (and other state tax authorities where permitted under specific State rules).

Listen to this informative Tax-Alpha Solutions episode with John Hurley about tax controversy and audit discussion.

Here is what to expect on this week’s show:

-An audit is always a negative thing

-What is tax controversy work?

-What is a material advisor?

-What’s a non-disclosure disclosure?

-What’s the process for resolving a tax dispute?

-How long does it take for a audit to happen?

-The technology that the IRS is using how it’s outdated.

Connect with John:

Links Mentioned:

https://hurleytaxlaw.com/

The interview and contents are for educational purposes only and does not create an attorney-client relationship between Mr. Hurley and the audience that may view the materials. Each viewer should consider engaging its own legal representation, should they have a tax matter that they believe requires legal assistance.  

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.

Ana Juneja is an immigrant, entrepreneur, and an intellectual property attorney. Her commitment to her clients fuels her passion for helping business owners and influencers secure and monetize their intellectual property.

To begin her journey of becoming a lawyer, Ana attended Michigan State University. There she graduated with honors and received a bachelor’s degree in Biology. After college, Ana received a scholarship to attend law school, where she was distinguished, both in her academic pursuits and her extracurricular activities. Her accomplishments include winning the first year mock trial competition, serving as a law review editor, and graduating cum laude. In her last year of law school, Ana received the Leadership Achievement Award, which is the highest possible award for a law student.

During her time in law school, Ana served as an extern at the United States Patent and Trademark Office. Her time at the USPTO awarded her the very unique opportunity to learn how the government handles patent and trademark registrations. As a result, she is one of the few intellectual property attorneys to have worked on both sides of trademark and patent prosecution.

Listen to this informative Tax-Alpha Solutions episode with Ana Juneja about copyright and trademark insights.

Here is what to expect on this week’s show:

-Ana’s background in intellectual property

-The need for an IP attorney

-What is IP protection?

-How copyright rights are multifaceted

-Everything you do can technically be monetized

-Make sure you register everything before you launch

-Is AI replacing the attorney or is it a tool?

Connect with Ana:

Links Mentioned:

https://analaw.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.

Board Certified International Attorney and founding partner Santiago A. Cueto focuses his practice on international business law with an emphasis on business law and international commercial litigation, corporate law, arbitration, and transactions. 

As a prominent Miami attorney, he has been featured in the Wall Street Journal, Fox Business News, CNBC, Forbes, the National Law Journal, the Daily Business Review, the Miami Herald, the Los Angeles Business Journal, Sports Illustrated, Entrepreneur, PC World, and many other media outlets.

Santiago has represented Fortune 100 companies and foreign governments in a variety of complex commercial litigation and transaction matters.

Santiago’s international education and experience have served to counsel companies operating throughout the world. He currently serves as executive counsel to companies in the global supply and communications industries.

International Chamber of Commerce Certified Attorney from Switzerland, Davy Karkason is an associate at Cueto Law Group. Davy is passionate about international business, commercial litigation, and international arbitration. 

During his legal career, Davy represented companies in international securities fraud litigation and international trade litigation including contracts, fraud, and misrepresentation.

Davy co-authored two articles in the Florida Bar summarizing Shareholder’s derivative rights when there are no written agreements and wrote an article concerning the Force Majeure clause in international trade during the period of inflation.

Listen to this informative Tax-Alpha Solutions episode with Davy Karkason & Santiago Cueto about doing business internationally.

Here is what to expect on this week’s show:

-Are there some countries that are easier to do business with and some that are more complicated?

-What happens when you do an investment cross border?

-What’s the benefit of alternative dispute resolution?

-How Davy ended up in the field of international law

-What’s Davys opinion on the US becoming more independent?

-Why is cryptocurrency similar to the internet in 1999?

-What’s going on in the cybersecurity world?

Connect with Davy & Santiago:

Links Mentioned:

https://cuetolawgroup.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.

Attorney Natalia Ouellette-Grice’s business and estate planning practice focuses on helping families and business owners create, grow, and protect their business and personal Legacy.

Natalia graduated Summa Cum Laude from the University of South Florida in 2005 with her bachelor’s degree in International Relations. She then received her Juris Doctorate Cum Laude from Stetson University College of Law in 2009. While attending law school, Natalia attended the University of South Florida and received her Masters in Business Administration with concentrations in Finance and International Business in 2010. Natalia was admitted to the Florida Bar in 2009, and has been practicing law in Florida, serving clients in estate planning, real estate litigation, and business planning. She was president of a Tampa Bay title company for eight years, where she had the pleasure of seeing thousands of investors achieve their dream of financial independence.

When not serving clients, Natalia spends time with her husband Justin, and her sons Sebastien and Miles.

Listen to this informative Tax-Alpha Solutions episode with Natalia Ouellette-Grice

about small business insights and solutions.

Here is what to expect on this week’s show:

-Natalia got started in the Title business

-Natalia took over the firm after buying out partners

-Biggest mistake someone can make is not hiring a professional

-Missing out on cheap biz loans because of unfinished taxes

-Succession planning is so overlooked in business

-Probate takes a lot longer than clients think

Connect with Natalia:

Links Mentioned:

www.lcolawfl.com

https://www.linkedin.com/in/natalia-ouellette-grice-b60aa91a4/

@LCOLawFL

https://www.facebook.com/LCOLAWFL

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.

Tania Bartolini is a Magna Cum Laude graduate from Florida Atlantic University with a Bachelor of Science in International Business and Trade in May of 2001. A Cum Laude graduate from University of Miami School of Law with a Juris Doctor degree in December of 2003. She has been a member of the Florida Bar and litigator since 2004 and has conducted thousands of Bench trials as well.  She has practiced in the areas of business, contracts, real estate, foreclosures, association law, lemon law, commercial litigation, international contracts, landlord tenant, among others.

Tania obtained her master’s degree in International Business Law from the Universita Telematica Internazional UNINETTUNO in cooperation with London School of Business and Finance in March of 2016. 

She is the COO of Salas Law Firm, P.A. and practices Business and Real Estate Law, is a title agent, and is a Certified Real Estate instructor.

She is the founder of Business and Beyond, LLC, offering her business expertise through consulting, coaching, and fractional director services to help business owners thrive, create security, establish balance, and build freedom by creating and implementing solid foundational building blocks, processes, and systems.

Listen to this informative Tax-Alpha Solutions episode with Tania Bartolini

about improving your business by measuring.

Here is what to expect on this week’s show:

-Dual citizenship and speaks another language fluently

-How Tania structured her law firm as a real business so that she can take a vacation and still have income. Which smaller law firms don’t do.

-How to market your business and what metrics are important     

-Her focus and specialty is female owned law firms

-Use your competitive advantage just by being yourself

-Learning what not to do is a valuable lesson

-Know your clients to come up with different products to help with their problems

Connect with Tania:

Links Mentioned:

https://www.businessandbeyondllc.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.

Terry Dunken is a serial entrepreneur and mass torts business practitioner. He is currently managing partner of the Dunken Law Firm, founder of the Mass Tort Institute, and author of Mass Tort Secrets. As a young native Texan, Terry was an exceptional baseball and football player with professional prospects, but his entrepreneurial aspirations drove him to become a CPA instead. Despite his natural grasp on financial planning, Terry knew he could do more to help others than to crunch their numbers, and soon got his law degree from the University of Houston. He has secured favorable settlements for victims in thousands of complex and high-profile cases including Transvaginal Mesh, Risperdal, and Roundup®. Terry approaches mass torts from a business perspective because “unless you just get lucky, understanding the numbers will determine your success or failure in the mass tort universe.”

Listen to this informative Tax-Alpha Solutions episode with Terry Dunken about insights from decades in the Mass Tort industry.

Here is what to expect on this week’s show:

-Terry was part of distribution for Donkey Kong video game by Nintendo

-Starting a company: capital versus intellectual property

-The current working generation is different from the past

-The mass tort industry has big returns but big barrier to entry

-Terrys firm has a HUGE marketing budget to reach those affected

-Companies are out there still bringing dangerous products to market regardless

Connect with Terry:

Links Mentioned:

https://www.masstortinstitute.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.

Maria del Pilar Rubio is a prominent Miami based attorney handling the needs of high-net-worth clients and cross-border families. Based on her achievements in her profession and her engagement in the community, in 2017 Pilar was featured as a Top 20 Professional Under 40 in Brickell Magazine. Subsequently in 2021, Pilar was again recognized by a group of her peers, as deserving of the nomination for Best Lawyer: Ones To Watch by the regional and international publication Best Lawyers.

Listen to this informative Tax-Alpha Solutions episode with Maria del Pilar Rubio

about international tax law.

Here is what to expect on this week’s show:

-Matts trips to Columbia

-Most of Maria’s business is referrals      

-Columbia and the US have very different tax codes

-Every ones tax situation is different

-Leaving assets to your family can cause issues

-Tax Treaties

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.

 Gary Salzman is a shareholder with Garganese, Weiss, D’Agresta & Salzman, P.A. Gary primarily handles litigation, mediation and arbitration for business, real estate and employment disputes.

Gary received his Bachelors of Business Administration in 1985 and his Juris Doctor, cum laude, in 1988, both from the University of Miami, Coral Gables, Florida. In addition, he has been Board Certified by The Florida Bar in Business Litigation since 1997.

Gary served six years on The Florida Bar’s Board of Legal Specialization and Education and, prior to that, he served six years on The Florida Bar’s Business Litigation Certification Committee. Gary also served on the 9th Judicial Circuit’s Business Court Formation Committee. Gary is active in the George C. Young American Inn of Court, where he holds a “Master” designation, serves on its board of directors and is the former president from 2011 to 2013. Also, he currently serves on the Orange County Bar Association’s Executive Council as an elected member.

Gary is a certified circuit-civil and appellate mediator, as well as a Florida Supreme Court trained and qualified arbitrator. He is a member of the American Arbitration Association’s employment, commercial, healthcare and financial arbitration and mediation panels. Gary provides alternative resolution services for commercial, real estate and employment disputes as a mediator, an arbitrator and a voluntary trial resolution judge.

Listen to this informative Tax-Alpha Solutions episode with Gary Salzman

about structuring contracts, the board process, and how he charges for his time.

Here is what to expect on this week’s show:

• Gary usually represents companies and not individuals
• Interesting litigation case between two sports bars
• Different contract clauses for different situations
• If you threaten someone you are extorting them and ruining your case
• Pricing structures for different services provided
• Gary discusses the process of being board certified and its importance

Connect with Gary:

http://www.orlandolaw.net/

This podcast is for informational purposes only and does not constitute legal advice. The information is not intended to establish an attorney-client relationship and is not a substitute for legal advice from an attorney licensed in your jurisdiction.  The hiring of a lawyer is an important decision that should not be based solely upon advertisements.  Before you decide, ask the attorney to send you free, written information about their qualifications and experience.

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.