On The Mark with Howard Mark Rubin, Episode 12

In this episode of On The Mark, Howard Mark Rubin speaks with Jed Dallek, partner at Citrin Cooperman, a leading CPA and consulting firm.

Tune in to the episode to hear about:

* The consolidation trend within accounting firms, driven by the need for resources, retiring partners, and private equity investments, impacting the overall industry

* The changing real estate market, particularly the high interest rates and the historical context regarding depreciation and passive loss rules, with highlights on real estate's wealth-generating potential

* The impact of artificial intelligence (AI) on the accounting and legal professions, emphasizing that while AI can handle number crunching, the human element in advisory services remains crucial

* The importance of having knowledgeable advisors and staying informed about upcoming legislative changes, particularly in taxation, to capitalize on opportunities and reduce liabilities effectively

Learn more about Jed Dallek:

* View Jed’s profile on Citrin Cooperman’s website: https://www.citrincooperman.com/Specialists/Jed-Dallek

* Connect with Jed on LinkedIn: https://www.linkedin.com/in/jed-dallek-7587693

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On The Mark with Howard Mark Rubin:

This podcast series addresses our rapidly changing world and how it is affecting industries and people in unique and interesting ways. As John F. Kennedy once said, change is the law of life, and those who look only to the past or present are certain to miss the future.

The business leaders and personalities who are interviewed in these podcasts all look to the future. We hope our listeners and viewers come away with information and inspiration that help them adapt in both their business and personal lives.

Watch more episodes of On The Mark:

* YouTube: https://www.youtube.com/@goetzplatzer

* Website: https://goetzplatzer.com

* SoundCloud: https://on.soundcloud.com/6tkWs6vb8kHev7um6

Connect and learn more from your host, Howard Mark Rubin:

* Connect with Howard on LinkedIn: https://www.linkedin.com/in/howardrubingf

* Call: 212-695-7753

* Email: hrubin@goetzplatzer.com

On The Mark with Howard Mark Rubin, Episode 11

In this episode of On The Mark, Howard Mark Rubin speaks with Johannes Schmidt, president of Alphaporting. Alphaporting specializes in Credit Risk as a Service (CRaaS) and strategic advisory for real estate investments and startups.

Tune in to the episode to hear about:

- How Alphaporting assesses risk, focusing on evaluating tenant creditworthiness and potential impacts from market changes like the COVID-19 pandemic

- The various aspects of real estate risk, including geographical factors, differences between the US and European markets, and how political climates and tariffs influence business decisions

- Alphaporting's business advisory services for European companies looking to enter the US market

- The continued appeal of New York City for foreign investors, despite challenges, and the potential for converting office space into residential use to adapt to changing market demands

Learn more about Johannes Schmidt:

- Follow Alphaporting on LinkedIn: https://www.linkedin.com/in/alphaporting/

- Visit Alphaporting's website: https://alphaporting.com

***********************************

On The Mark with Howard Mark Rubin:

This podcast series addresses our rapidly changing world and how it is affecting industries and people in unique and interesting ways. As John F. Kennedy once said, change is the law of life, and those who look only to the past or present are certain to miss the future.

The business leaders and personalities who are interviewed in these podcasts all look to the future. We hope our listeners and viewers come away with information and inspiration that help them adapt in both their business and personal lives.

Watch more episodes of On The Mark:

* YouTube: https://www.youtube.com/@goetzplatzer

* Website: https://goetzplatzer.com

* SoundCloud: https://on.soundcloud.com/6tkWs6vb8kHev7um6

Connect and learn more from your host, Howard Mark Rubin:

* Connect with Howard on LinkedIn: https://www.linkedin.com/in/howardrubingf

* Call: 212-695-7753

* Email: hrubin@goetzplatzer.com

On The Mark with Howard Mark Rubin, Episode 10

In this episode of On The Mark, Howard Mark Rubin speaks with Clifford Michaels, President of Institutional Investment Advisors Corp. Clifford is also a Certified Financial Planner (CFP) and an Investment Advisor Representative.

Tune in to the episode to hear about:

* Strategies for managing and growing money in a volatile financial world, with a focus on risk tolerance and investment time horizons.

* Various investment options, including stocks, bonds, alternative investments like master limited partnerships and preferred stock

* The importance of dollar cost averaging to navigate market fluctuations

* The importance of starting to save early, using the power of compound interest, and the benefits of Roth IRAs and 529 college saving plans for young investors

* The potential impacts of government policies, including tariffs and inflation management, on the financial markets, and Michaels’ use of sector rotation to safeguard investments

* Essential financial planning steps such as having a will, disability insurance, life insurance, and umbrella insurance to protect assets and ensure financial stability for families

Learn more about Clifford Michaels:

* View Clifford’s bio on Institutional Investment Advisors Corp’s website: https://www.conservativeadvice.com/team-member-01/clifford-michaels

* Connect with Clifford on LinkedIn: https://www.linkedin.com/in/retirementspecialistnyc

* Email Clifford: cliffordmichaels@conservativeadvice.com

***********************************

On The Mark with Howard Mark Rubin:

This podcast series addresses our rapidly changing world and how it is affecting industries and people in unique and interesting ways. As John F. Kennedy once said, change is the law of life, and those who look only to the past or present are certain to miss the future.

The business leaders and personalities who are interviewed in these podcasts all look to the future. We hope our listeners and viewers come away with information and inspiration that help them adapt in both their business and personal lives.

Watch more episodes of On The Mark:

* YouTube: https://www.youtube.com/@goetzplatzer

* Website: https://goetzplatzer.com

* SoundCloud: https://on.soundcloud.com/6tkWs6vb8kHev7um6

Connect and learn more from your host, Howard Mark Rubin:

* Connect with Howard on LinkedIn: https://www.linkedin.com/in/howardrubingf

* Call: 212-695-7753

* Email: hrubin@goetzplatzer.com