Tax-Alpha Solutions

Tax-Alpha Solutions

Welcome to The Tax-Alpha Solutions podcast with Matt Chancey. Matt introduces listeners to tax-advantaged strategies, and how to keep & grow more of your money. Matt Chancey has helped his clients save tens of millions of dollars and has coached other high-net-worth individuals how to do the same. On the show, Matt shares his expertise on how to defer, reduce or eliminate taxes using legal tax shelters for high income earners, passive income or capital gains. Guests on The Tax-Alpha Solutions podcast include experts in their field who have succeeded in helping their clients and can share their secrets so you can do it too. Tune in each week for a dynamic conversation about growing your wealth by using legal tax shelters. 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.

Episodes

Ep43: The IRS Will Get Their Pound of Flesh. Part 1

January 11, 2023 • 43 mins
Paul Rafelson is an experienced attorney with over 15 years in complex Corporate, Tax Intellectual Property and M&A matters. He is also a trusted resource in the ecom world, regularly quoted in the news on matters involving Amazon and ecommerce. Paul was also the most-cited source of information in the US government's investigation into Amazon’s business practices as it pertains to third-party merchants. Prior to starting a pri...
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Ep44: The IRS Will Get Their Pound of Flesh. Part 2

January 11, 2023 • 48 mins
Paul Rafelson is an experienced attorney with over 15 years in complex Corporate, Tax Intellectual Property and M&A matters. He is also a trusted resource in the ecom world, regularly quoted in the news on matters involving Amazon and ecommerce. Paul was also the most-cited source of information in the US government's investigation into Amazon’s business practices as it pertains to third-party merchants. Prior to starting a pri...
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Ep42: Confirm through Due Diligence

December 14, 2022 • 25 mins
Roman Beylin is the CEO of DueDilio, a leading online marketplace that connects business buyers, sellers, intermediaries, and private investors with highly vetted due diligence service providers. Get the professional due diligence help you need by tapping our large, growing network of verified independent professionals, boutique, and mid-size firms specializing in finance, technology, legal, commercial, and other key business dilig...
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Ep41: The Power of Brands is More Important Than Ever.

December 7, 2022 • 34 mins
Erik Pelton has dedicated his career to making intellectual property protection understandable, accessible, and affordable for businesses and entrepreneurs of all sizes and types. Erik began his career as a trademark examiner for the U.S. Patent and Trademark Office (USPTO) before launching Erik M Pelton & Associates, PLLC (“EMP&A”), with the goal of making the process of protecting a company brand easy through the enduring...
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Ep40: Billable Hours are A Terrible Thing

November 30, 2022 • 53 mins
Laurence J. Pino (Larry) can truly be called a modern-day Renaissance man. Larry received his Bachelor of Arts degree from the University of Notre Dame, his Juris Doctor degree from New York University School of Law and his Doctorate in Business Administration from the University of Florida. He also has Certificates of Study from the University of Madrid, L’Alliance Francaise in Paris and Dante Alighieri in Rome. Larry’s profession...
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Ep39: The Power of Branding

November 23, 2022 • 27 mins
William Scott Goldman is the founding member of Goldman Law Group, representing creative business clients throughout the U.S. and internationally. One of the world's most prolific trademark filers, he's currently ranked 'Top-5' at the USPTO with over 18,000 successful filings. Pioneering the field of Branding Law, he is also a frequent lecturer, guest speaker, media commentator and author on various legal subjects.    Listen to thi...
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Ep38: The Best Time to Plan is Now!

November 16, 2022 • 44 mins
Darren Mills is an accomplished attorney and Certified Public Accountant in the States of Florida and New Jersey as well as a holder of the ChFC® and CLU® designations from The American College. Through both formal and informal education, he has the qualifications, desire and commitment to assist you and your family with specific issues when it comes to properly planning your estate, including the impact of taxes, asset protection ...
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Ep37: The Better the Estate Plan, the Less Work for the Family After Death

November 9, 2022 • 49 mins
Greg Herman-Giddens is a partner in the Naples, Florida office of Galbraith, PLLC, maintaining an active practice in North Carolina as well as Florida. He has been practicing law for over 33 years, and is a Board Certified Specialist in Estate Planning and Probate Law (NC) as well as a Certified Financial Planner. Greg received a B.A. from the University of North Carolina, a J.D. from Tulane University Law School, and an LL.M. in ...
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Ep36: Law and Accounting Business Solutions

November 2, 2022 • 48 mins
Kimberly DeCarrera brings together the disciplines of law and accounting to bring business solutions to clients. Kimberly is an accomplished lawyer and accountant with more than 15 years experience representing companies of all sizes across multiple industries, including financial services, hospitality, retail, manufacturing, transportation, professional services, and health care. She recently served as in-house counsel and CFO for...
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Ep35: Things Get Messy Unless You’re Prepared

October 26, 2022 • 38 mins
Raised in his hometown of Port St. Lucie, attorney Jamy Barreau has experience handling all aspects of issues surrounding preserving generational wealth including matters associated with trusts and estates as well as business planning. A first-generation Haitian American, he has dedicated his life to the practice of law. He graduated with high honors from St. Lucie West Centennial High School in 2009 where he had the privilege of b...
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Ep34: Protect Yourself in the Metaverse

October 19, 2022 • 47 mins
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 t...
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Ep33: The Best Moves You Can Make Are Before the Year Ends

October 12, 2022 • 56 mins
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 ...
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Ep 32: Tax Touches Everything

October 5, 2022 • 43 mins
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 planni...
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Ep 31: Trademark and Copyright Secrets

September 28, 2022 • 59 mins
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 l...
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Ep 30: Do as the Romans Do

September 21, 2022 • 61 mins
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, t...
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Ep 29: Take The Leap and Make the Pivot

September 14, 2022 • 56 mins
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 sc...
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Ep 28: You cannot improve what you cannot measure.

September 7, 2022 • 45 mins
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, contr...
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Ep 27: Mass Tort Insights

August 31, 2022 • 37 mins
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...
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Ep 26: Working with Cross Border Families

August 24, 2022 • 42 mins
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 th...
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Ep 25: The Right Clause for the Right Situation

August 17, 2022 • 51 mins
 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 Liti...
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