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Interviews with Elite Business Leaders & Experts sharing tips and strategies for elevating your business to the next level.
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Interview with Lee Knoll Managing Partner of Knoll & Company -Next Generation CPA Firm Discussing Business Structure
18:32
18:32
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18:32
An experienced CPA, Lee has worked in the accounting profession for over 30 years advising clients in small businesses, estates, trusts as well as being an Advanced QuickBooks Certified ProAdvisor, QuickBooks Online Certified, and Bill.com guru. He has advanced expertise in working with businesses in the real estate, transportation, legal industry …
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Interview with Anthony Milewski, Founder of The Oregon Group
20:35
20:35
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20:35
Anthony Milewski has two passions: the outdoors and investing. At any moment you might find him skiing in France, fly fishing in Alaska, white water rafting in Oregon, or wide awake in the middle of the night analyzing news releases and financial statements. Anthony realized early on that a truly rewarding career needed to include following his pas…
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Interview with Lee Knoll Managing Partner of Knoll & Company -Next Generation CPA Firm Discussing Simplifying Tax and Accounting
23:04
23:04
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23:04
An experienced CPA, Lee has worked in the accounting profession for over 30 years advising clients in small businesses, estates, and trusts and being an Advanced QuickBooks Certified ProAdvisor, QuickBooks Online Certified, and Bill.com guru. He has advanced expertise in working with businesses in the real estate, transportation, legal industry, an…
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Interview with Lee Knoll Managing Partner of Knoll & Company -Next Generation CPA Firm Discussing Bookkeeping Strategy
15:43
15:43
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15:43
An experienced CPA, Lee has worked in the accounting profession for over 30 years advising clients in small businesses, estates, and trusts as well as being an Advanced QuickBooks Certified ProAdvisor, QuickBooks Online Certified, and Bill.com guru. He has advanced expertise in working with businesses in the real estate, transportation, legal indus…
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Interview with Pasquale Sacchetta, President of CFIG Wealth Management Discussing Tax Risk
20:57
20:57
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20:57
Mr. Sacchetta is the president of Westport-based CFIG Wealth Management, LLC. He is president and an investment adviser representative of Continental Five Investment Group, LLC. He is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Estate Planner professional, and a Chartered Life Underwriter designee. He specializes in retirement planni…
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Interview with Pasquale Sacchetta President of CFIG Wealth Management Discussing Interest Rate-Inflation Risk
13:58
13:58
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13:58
Mr. Sacchetta is president of Westport based CFIG Wealth Management, LLC. He is president and an investment adviser representative of Continental Five Investment Group, LLC. He is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Estate Planner professional and a Chartered Life Underwriter designee. He specializes in retirement planning, e…
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Interview with Pasquale Sacchetta President of CFIG Wealth Management Discussing Market Risk
21:24
21:24
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21:24
Mr. Sacchetta is president of Westport based CFIG Wealth Management, LLC. He is president and an investment adviser representative of Continental Five Investment Group, LLC. He is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Estate Planner professional, and a Chartered Life Underwriter designee. He specializes in retirement planning, …
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