Real Estate, Rental Services and Leasing

Richard Werby

Richard Werby

Current City: Carlsbad, CA

Self employed for over 50 years, started 13 businesses, Tape & Label mfg., Invented & Patented and manufactured Packing List Envelopes, Pressure sensitive Tapes, Hot Melt Carpet Seaming Tape, Coating & Laminating of Self Adhesive Materials, Car Rental Agencies, Gift Products, Emblemantic & Premium Products, Income Real Estate Development, Ladies and Children's Accessories, T Shirt Shops, Invented & marketed Printed Shoelaces, Exporting, Partnerships in several foreign countries. Licensed 26 different entities during my business career. PLEASE REMEMBER I AM NOT AN ATTORNEY AND CAN NOT ANSWER REAL LEGAL ISSUES Tufts University BA Economics

Resume

Education

<p>
&lt;p&gt; TUFTS UNIVERSITY, AB Economics&lt;/p&gt;</p>

Russell Ward

Russell Ward

Current City: Orange Park, FL

Industry Expertise Faith Based Organizations Retail Trade

Resume

Education

Masters Divinity - Oral Roberts University Masters in Management - Regent University

Lynn P Stearns

Lynn P Stearns

Current City: Manlius, NY
Chapter: Syracuse SCORE

30+ years with a local CPA firm, growing from junior accountant to senior administrative partner. Experienced in startup business, operating all kinds of businesses and selling business. Experience in business and individual taxation.

Resume

Location is everything, as they say in the world of business. Whether your company provides services, sells products or receives clients, your commercial property--even if it’s simply a desk, a watercolor painting and a plant--is where you draw your inspiration and energy, in addition to being a crucial first impression for customers. To guarantee the kind of solid tenant/landlord relationship that allows your business to thrive, you’ll want to start things off on the right foot with an airtight commercial real estate lease.

Location is everything, as they say in the world of business. Whether your company provides services, sells products or receives clients, your commercial property--even if it’s simply a desk, a watercolor painting and a plant--is where you draw your inspiration and energy, in addition to being a crucial first impression for customers. To guarantee the kind of solid tenant/landlord relationship that allows your business to thrive, you’ll want to start things off on the right foot with an airtight commercial real estate lease.

If you own a business, there’s a good chance it’s one of your most valuable assets--if not the most valuable. Not just a major source of income, your business is also the culmination of a dream and in some cases the livelihood of others. For this reason, it makes good sense to put together a business estate plan that covers your company’s assets, trade secrets and organizational structure so that forces beyond your control don’t slow it down.

 

If you own a business, there’s a good chance it’s one of your most valuable assets--if not the most valuable.

Not just a major source of income, your business is also the culmination of a dream and in some cases the livelihood of others. For this reason, it makes good sense to put together a business estate plan that covers your company’s assets, trade secrets and organizational structure so that forces beyond your control don’t slow it down.

Emir J Phillips

Emir J Phillips

Current City: Santa Monica, CA

Resume

Education

 

SUMMARY

 

·         Financial consultant with MSFS, ChFC, CLU, JD, MBA, and background as a practicing attorney. Superlative communication skills reflected in published novel and presentations in federal courts, including two filed certiorari before the U.S. Supreme Court.

 

EXPERIENCE

 

FINANCIAL ADVISOR | Los Angeles | 2008-present

·      Insurance broker with Quantum Insurance Design

·      Registered Investment Advisor and Financial Representative with NDX

 

INDEPENDENT BUSINESS ADVISOR | Los Angeles | 2003-2007

·      Consulted clients on managing relationships with law firms and preparing for legal cases.

·     Negotiated settlements and contracts.

 

LAW OFFICES OF EMIR PHILLIPS | Principal | Los Angeles | 1990-1998

·         Founded firm of 3 lawyers specializing in civil rights, criminal law and workers comp.

·         Handled over 350 cases, generating $2-3 million in annual revenue.

·         Supervised entire operation: real estate, personnel, tax prep, and $150k in marketing annually.

·         Court affiliations: U.S. Supreme Court, U.S. Court of Appeals for the Ninth Circuit, U.S. District Court, U.S. Court of Federal Claims, California Supreme Court.

·         Memberships: California Applicants Attorneys Association, Association of Trial Lawyers of America.


EDUCATION

  • MSFS: Masters of Science in Financial Services: THE AMERICAN COLLEGE, PA
  • ChFC and CLU: THE AMERICAN COLLEGE, PA
  • JD: University Of Indiana Law School, Bloomington, IN
  • MBA: California State University, Long Beach, CA
    • Assisted in developing innovative business plan to increase savings rate for blue-collar pension.  Project initiated by Professor Richard H. Thaler (U. Chicago) and Professor Shlomo Benartzi (UCLA).
  • BS Economics: University Of New Orleans, LA

Certifications and Licenses:

·         Project Management Institute (#80219)

·         Registered Investment Advisor (Series 65 license)

·         Financial Representative (Series 63 and 7 license)

·         IRS Certified Tax Preparer

·         Certified Annuity, Medicare and Long-Term Care Specialist

·         Real Estate Broker

ETCETERA

·         Languages: Spoken Spanish

·         Real Estate: Currently manage 3 properties (commercial and residential)

·         Interests: History, Theology, Boxing, Travel (Cuba, Poland, Chile, Spain, France, Italy, Austria)

·         Writing: Author of the published novel Lucitan (Amazon.com)

REFERENCES

·         Prof. Shlomo Benartzi, UCLA/Anderson, 310-206-9939 | shlomo.benartzi@anderson.ucla.edu

·         Prof. Donald Minyard, University of Alabama, (205) 541-1229 | dminyard@bham.net

 

Special tax law provisions may help taxpayers and businesses recover financially from the impact of a disaster, especially when the federal government declares their location to be a major disaster area. Depending on the circumstances, the IRS may grant additional time to file returns and pay taxes. Both individuals and businesses in a federally declared disaster area can get a faster refund by claiming losses related to the disaster on the tax return for the previous year, usually by filing an amended return.
 
The IRS also offers audio presentations on Planning for Disaster. These presentations discuss business continuity planning, insurance coverage, recording keeping and other tips to stay in business after a major disaster. 
 
Visit their Disaster Assistance and Emergency Relief for Individuals and Businesses section of the IRS site for more.

 

The IRS maintains a valuable collection of resources for small businesses called the Small Business and Self-Employed Tax Center.  Visit their site for forms, articles, videos, webinars and audio presentations for small businesses.

Lawrence A Brody

Lawrence A Brody

Current City: Louisville, KY
Chapter: Louisville SCORE

Retail Management and Operations expert. To include: merchandising, purchasing, marketing and advertising, sales and sales management, showroom layout and displays, bookkeeping and accounting, tax issues, human resources - hiring, firing, compensation, employee benefits, service department management, store maintenance, leasing - real estate and auto, purchase of land and buildings and capital equipment, franchising. Owned retail floor covering store; Owned wholesale floor covering business. Operated retail floor covering store for 42 years. Company became an early member of Carpet One. Opened a Prosource Wholesale Floor Covering Franchise that presently has locations in Louisville and Lexington, KY. Was an Armstrong Floor Fashion Center member and served on National Council. Served 2 years on active duty with U.S. Air Force as an accounting and budget officer.

Resume

Education

<p> BS In Business (Accounting), Indiana University</p>

Julie Brander

Julie Brander

Current City: Henderson, NV
Chapter: New Haven SCORE

Julie Brander is a recognized and highly regarded business expert and advocate for entrepreneurial business. Has her MBA and is an Adjunct Professor of Business with 20 years of entrepreneurial business experience. A dynamic and highly motivating speaker, Branders common sense approach has helped thousands of businesses in the area of growth and development on many levels. She understands how to help people stand out and how to leave a lasting impression. Her mission is to empower business owners through networking skills, relationship marketing and how to get what you want in order to grow your business. Founder and owner of a few businesses. Manufacturing, retail, non profit has her real estate license and her MBA. Became a SCORE counselor in 1997 after selling her business, was chairperson of New Haven SCORE and facilitated all the business workshops. Organized a Successful Woman in Business Conference with an attendance of over 300 women in 1998. Was a guest on the CNBC show “The Big Idea with Donny Deutsche” as a business expert a number of times. Has written Business Blogs, is featured quarterly doing a webinar on “How to Really Start a Business” for National SCORE. She has written business articles that were published in the Business section of the local newspaper. Brander has been recognized with numerous awards from the SBA as the Women’s Business Advocate of the Year in 1998, was recognized with the Rising Star award for business leaders by Business New Haven in 2008. Julie can address relevant issues in business and offer powerful, practical guidance that is applicable immediately with the goal of how to effectively run a business in today’s tough economy. 

Resume

Education

MBA

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