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Buckhead Business Show - Liberty National Life Insurance and CPA Allies

​Jeff Morris​ Company: CPA Allies

Guest BIO: Jeff is an active member of the Atlanta and Cobb communities. He is a member of the Georgia Society of CPAs and the Atlanta Chapter National Association of Black Accountants (NABA), where he served two terms as President from 2015-2017. He is a mentor with the Marietta Mentoring for Leadership Program and an Ambassador for the Cobb County Chamber of Commerce. He also provides educational workshops to local colleges, universities, and industry groups.

Prior to entering the financial services industry in 2008, he had a successful career at The Ritz Carlton, Automatic Data Processing (ADP) and then as an entrepreneur in the food and beverage industry. These experiences gave him a passion for providing exemplary service and helped him recognize the importance of being attentive to client’s needs. He is a graduate of Johnson & Wales University and holds a Series 6, 63 and 65 securities license along with life, health and variable annuity licenses.

Jeff is married and has lived in Atlanta since 1989. He has two children and stays active with basketball, martial arts and his German Shepherd.

Topics to Discuss: CPA Allies is an independent, RIA firm, specializing in providing accounting and finance professionals with insurance, investment and planning services. We work with young, mid-career and senior level accountants and CPAs. We also act as trusted, unbiased partners to CPA and accounting firms who provide tax, audit and compliance services to their clients.

We have two approaches:

Working one-on-one with accounting professionals by providing customized financial planning services to meet their specific needs. Serving as trusted advisors for accounting firms who want to provide their clients with a resource for their insurance, investment, and planning needs.

CPAs and accountants are some of the smartest and most trusted business experts you can have in your professional network. However, many times they need personal assistance making financial decisions that impact all aspects of their life. Accounting firms offer many vital services to their clients but often times lack the expertise of the protection, investment and financial planning that will complete the holistic circle their clients desire.

CPA Allies was created, to serve the needs of the accounting professionals and their clients in an unbiased, transparent and ethical manner. We understand the need to have a relationship with a partner you can trust and feel comfortable working with.

It is no longer acceptable for CPAs to just prepare tax returns and financial statements. The very best clients expect, demand and deserve much more value from their CPA, who must evolve into the most trusted business advisor role. CPA Allies helps you solve the complicated problems for your best individual and business owner clients.

We concentrate our efforts on developing and maintaining the relationship with the accounting community. Our sole interest is in enabling them to address and solve their clients’ issues, only working directly with the clients when that trust is established. This model solves their client retention risk, makes them more valuable to their client and helps them grow their practice organically.

Web Site / Social Media Links: www.cpaallies.com FB and Twitter: @cpaallies.com

​Yoly Dale​​

Company: Liberty National Life Insurance Company

​Topics to Discuss: Who is Liberty National, What are our products, How do we help businesses and employees, Employees testimonials, New sponsor, Getting our name out there. How businesses can contact me and Liberty National to set up an appointment to review our products. Employer payroll tax savings. Web Site / Social Media Links: Employee Testimonials: lnlworksiteadvantage.com

 

​Ericka Bolling

Company:

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Buckhead Business Show - Leadercast, World Trade Day and Foodie Entrepreneurs

Duane Cummings, CEO Leadercast

Topics to Discuss: 1. Womens Event 2. Leadercast Labs 3. Leadercast Expeditions 4. Rock Your Radius 5. Discover Experiences 6. Leadercast Live 2017

Web Site / Social Media Links: www.Leadercast.com www.twitter.com/leadercast www.facebook.com/leadercast https://www.linkedin.com/in/duane-cummings-34a22815/

Sam Tandon 1010 LLC, Vice President World Trade Center-Atlanta - Board of Directors

Board Member, Vice President and Chair International Trade - World Trade Center | Mentor, Speaker, Lecturer Marketing | Greater Atlanta Advisory Board Council - Donald R. Tapia School of Business | Business Accelerator Coach. * Brings a Global perspective, having traveled and done International Business in America, Europe, Asia and Africa. * "Gets business" with 30+ years overall Global Business experience. Founder of 4 new ventures in different industries. * Successfully taking one of his ventures to an IPO, and listed it as a Publicly Traded Company.

Topics to Discuss: 1) World Trade Day hosted by World Trade Center - Atlanta. 2) Mentor on Road at WTC, in June co-sponsored by US Dept of Commerce Commercial service.

Web Site / Social Media Links: https://www.wtca.org/world-trade-center-atlanta www.linkedin.com/in/samtandon

​Jake Rothschild​ Irwin Street Community Kitchen

Topics to Discuss: The Ritz Group Foodie Shark Attack May 11 @ City Club Buckhead Food & Beverage Industry & Foodie Entrepreneurs Community Kitchen & Foodie Incubator Successes from Foodie Incubator

Web Site / Social Media Links: http://www.irwinstreetmarket.com https://www.linkedin.com/in/jake-rothschild-741b615/

The Buckhead Business Show Spotlights Industry Leaders in Buckhead and Atlanta! Brought to you in part by The BBA and Broadcast LIVE from the Pro Business Channel Studios.

Show Hosts: Rich Casanova, CoFounder Pro Business Channel https://www.linkedin.com/in/richcasanova https://twitter.com/RichCasanovaCom

Michael Moore, RainMaker & Chief Storyteller https://www.linkedin.com/in/sellbyphone https://twitter.com/BuckhedgeCEO

Audio Engineer: Dennis Rice

Video Production: Steven Tyler Rubin https://www.linkedin.com/in/steven-tyler-rubin-005a94115/

For more info about the BBA visit: www.BuckheadBusiness.org

To nominate or submit a guest request visit: www.BuckheadBusinessShow.com

To view photos from this show, visit: www.ProBusinessPictures.com 

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Buckhead Business Show - Roadblocks to Retirement and 100 Year Lifestyle Company: COUNTRY Financial Guest: Terence Dowling - Financial Represesntative

Terence Dowling is a UGA grad who's been in insurance for almost 15 years now. He's been with COUNTRY Financial for 3 years where he helps his clients achieve financial security no matter where they are starting from. He takes a holistic approach, making sure he secures what they have while planning for the future.

Topics/Questions: 1. Why insurance in an integral part to financial planning? 2. Roadblocks to Retirement 3. The importance of having a distribution plan as well as an accumulation plan. 4. Why most of the financial problems occur in the distribution phase.

Web Site and Social Media Links: website- www.countryfinancial.com/terence.dowling facebook- https://www.facebook.com/terencedowlingcountryfinancial/ twitter- https://twitter.com/terence_dowling linkedin- https://www.linkedin.com/in/terence-dowling-531a3472/

Company: Chiropractic Healthcare of Buckhead​ ​Guest: ​​Dr Bruce Salzinger​

Our mission at Chiropractic Healthcare of Buckhead is to educate and adjust as many families and athletes as possible toward optimal health through natural subluxation based Chiropractic Care. We provide affordable, high-quality care to all people of all ages. We strive to not only correct a person's health problems, but to educate and enlighten people so that they do not encounter similar problems in the future.

Topics to Discuss: Healthcare industry related

Web Site: http://DrSalzinger.com

The Buckhead Business Show Spotlights Industry Leaders in Buckhead and Atlanta! Brought to you in part by The BBA and Broadcast LIVE from the Pro Business Channel Studios.

Show Hosts: Rich Casanova, CoFounder Pro Business Channel https://www.linkedin.com/in/richcasanova https://twitter.com/RichCasanovaCom

Michael Moore, RainMaker & Chief Storyteller https://www.linkedin.com/in/sellbyphone https://twitter.com/BuckhedgeCEO

Audio Engineer: Dennis Rice Video Production: Steven Tyler Rubin https://www.linkedin.com/in/steven-tyler-rubin-005a94115

  For more info about the BBA visit: www.BuckheadBusiness.org To nominate or submit a guest request visit: www.BuckheadBusinessShow.com

To view photos from this show, visit: www.ProBusinessPictures.com  

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Buckhead Business Show - Interview with Brian Thompson CEO of CorporateKid.org Company: Corporate Kid Group

Raised in Philadelphia during the turbulent early 80's when the crack epidemic started. He was educated in both the Philadelphia school system and the drug infested streets of Philly. This is the backdrop of the beginnings of Corporate Kid. As a teenager during the worst urban drug infestation in US history Brian and countless thousands like him had to make some tough choices. Not much in these environmentally challenged areas has changed in the past 35 years and that is part of what inspired Corporate Kid. Topics/Questions: The why The how Who Solutions Web Site and Social Media Links: www.CorporateKid.org https://www.facebook.com/corpkid

The Buckhead Business Show Spotlights Industry Leaders in Buckhead and Atlanta! Brought to you in part by The BBA and Broadcast LIVE from the Pro Business Channel Studios. Show Hosts: Rich Casanova, CoFounder Pro Business Channel https://www.linkedin.com/in/richcasanova https://twitter.com/RichCasanovaCom

Michael Moore, RainMaker & Chief Storyteller https://www.linkedin.com/in/sellbyphone https://twitter.com/BuckhedgeCEO

For more info about the BBA visit: www.BuckheadBusiness.org

To nominate or submit a guest request visit: www.BuckheadBusinessShow.com

To view photos from this show, visit: www.ProBusinessPictures.com