thetaxresolutionninjashow

Allan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, focusing on serving the small business community. 

Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professionals. He also is a member of Roz Strategies Platinum Mastermind Group.

Allan’s practice started in 1992 and has transformed from offering traditional accounting services to his clients to advising them on tax-related issues and providing them with tax planning services that help restore financial stability to both their professional and personal lives.

In this episode…

The IRS day of reckoning is here. You just received the infamous letter from the IRS — a letter to seize assets. “How did I get here?” You wonder in confusion. The answer is right inside your desk drawer; you ignored the previous letters from the IRS, and now they’re moving in on you. 

What do you do now? How do you stop the IRS from carrying out their threat to seize your assets? According to Allan Rolnick, it’s OK to be frightened — but you shouldn’t panic. There are certain steps you can take to stop the IRS from collecting your holdings. So, where do you begin? 

Listen to this episode of The Tax Resolution Ninja Show with Allan Rolnick, featuring guest interviewer Dr. Jeremy Weisz of Rise25. They discuss what the IRS letter to seize assets means and how to stop it from happening. Allan talks about the two ways of getting a hold placed on the IRS asset seizure order, how to avoid scams, and more! Stay tuned.

Allan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, focusing on serving the small business community. 

Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professionals. He also is a member of Roz Strategies Platinum Mastermind Group.

Allan’s practice started in 1992 and has transformed from offering traditional accounting services to his clients to advising them on tax-related issues and providing them with tax planning services that help restore financial stability to both their professional and personal lives.

In this episode…

Getting a letter from the IRS can be super stressful, especially when you don’t know how to handle it. Of the different types of letters from the IRS, the letter saying you owe money is the one of the scariest.

According to Allan Rolnick, you could get this letter if the IRS discovers that you failed to include an income source in your tax returns. Whether they’re right—or mistaken—it’s crucial to know how to handle the situation. So what should you do if you receive this letter from the IRS?

Listen to this episode of The Tax Resolution Ninja Show with Allan Rolnick. Learn more as his guest interviewer, Dr. Jeremy Weisz of Rise25, interviews Allan about the IRS letter saying you owe money. Allan talks about what the letter means and what to do when you receive it. Stay tuned.

Allan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, focusing on serving the small business community. 

Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professionals. He also is a member of Roz Strategies Platinum Mastermind Group.

Allan’s practice started in 1992 and has transformed from offering traditional accounting services to his clients to advising them on tax-related issues and providing them with tax planning services that help restore financial stability to both their professional and personal lives.

In this episode…

The discrepancy letter is a letter you get from the IRS informing you of an unreported income that you should have reported. When that happens, what do you do? Do you open the letter, read it and file it away? 

According to Allan Rolnick, there are certain steps you should take after receiving the discrepancy letter. If you don’t follow those steps, the IRS may throw you a party you don’t want to attend. So what exactly should you do? 

Listen to this episode of The Tax Resolution Ninja Show with Allan Rolnick. Learn more as his guest interviewer, Dr. Jeremy Weisz of Rise25, interviews Allan about the discrepancy letter, what it means, and what to do when you receive it. Stay tuned.

Natalie Karp is a Founding Partner of Karp Loshak Long Term Care (LTC) Insurance Solutions, a trusted source of information on long-term care insurance for individuals, business owners, and employer groups.

Not only is Natalie an LTC insurance specialist, but she is also in the business of preserving wealth, protecting independence, and providing people with choices. She helps clients and advisors navigate their options with unbiased information and insight. At Karp Loshak LTC Insurance Solutions, Natalie represents all carriers and plan designs.

In this episode…

Your health insurance policy is limited; however, a long-term care (LTC) insurance policy covers the shortfall from your health insurance. Beyond that, there are more benefits attached to LTC insurance. So who should be getting LTC insurance, and when? What does the LTC insurance cover, and how flexible is it? 

According to LTC Specialist Natalie Karp, the sooner you plan a long-term care policy, the better. Natalie has over 14 years of experience helping people find the right insurance policy, and she’s here to share her expert tips on starting a long-term care plan. 

In this episode of The Tax Resolution Ninja Show, Allan Rolnick is joined by Natalie Karp, Founding Partner of Karp Loshak LTC Insurance Solutions. Natalie shares everything you need to know about long-term care insurance including financing, family protection, and how to design the right policy for you. Stay tuned.

Simon Brady is the Founder and Principal of Anglia Advisors, a New York City-based Registered Investment Advisor that offers fee-only financial planning or personal finance consulting services and professional investment management. 

Simon is a Certified Financial Planner with extensive experience in global financial market and investment management.

In this episode…

The world is your oyster when you’re young but if you’re not maximizing your time, then you are likely setting yourself up for bigger problems down the road. As you work your way into establishing a successful career in your chosen field, knowing and making the right financial decisions can get your retirement sorted even if the company you work with makes no 401k contributions. And the key to making these smart financial decisions is through seeking the guidance of a financial advisor early in the game.

Whether you’re a young couple looking to buy a house or you’re a young professional who have just come into some inheritance, Simon Brady can help you sort out the best financial options that are available to you. 

If you’re under 40 and want to make the most out of your time and finances, then make sure to tune in to this episode The Tax Resolution Ninja Show as Allan Rolnick hosts Simon Brady, Principal of Anglia Advisors, to talk about financial planning for people under 40. Simon discusses the smart financial moves to make at different stages of your life, how you can maximize the resources available to you, and how a financial advisor can help you strategize your financial plans early in the game.

Heidi Henderson is the Executive Vice President and Board member at Engineered Tax Services. She helps plan for growth and operational improvements internally while working externally with investment-minded individuals to optimize their investment. 

Heidi also teaches over 30+ continuing education courses annually to CPAs, design-builder professionals, and real estate professionals. She is a tax consultant specializing in federal incentives in real estate architecture and R&D innovation.

In this episode…

In the tax world, many people don't realize that their CPA is very much a family practice practitioner who knows a bit about many financial matters. However, the U.S tax code is incredibly complex, so they may not be aware of many opportunities and incentives in the Federal Tax Code's narrow niches. So how do CPAs and their clients identify when some tax opportunities or incentives are applicable and be able to leverage them? What are the requirements that they need to fulfill in order for them to be eligible for these incentives? 

Listen to this episode of The Tax Resolution Ninja Show with Allan Rolnick as he interviews Heidi Henderson, the Executive Vice President of Engineered Tax Services about tax incentives and opportunities that everyone should be aware of. They also discuss why your CPA couldn’t help you with the opportunities and incentives that you might be entitled to, how to qualify for various tax incentives, and what she and her company does to help her clients get these incentives that she knows that her clients deserve. Stay tuned.

John Corcoran is a recovering attorney, and a writer, author, and a former Clinton White House writer and speechwriter to the Governor of California. He is also the co-founder of Ris25 Media, a company whose mission is to help B2B businesses connect to their ideal prospects, referral partners, and strategic partners, through their done-for-you podcast service.

John is also the host of the Smart Business Revolution podcast since 2012 through which he has interviewed hundreds of CEOs, founders, authors, and entrepreneurs.

In this episode…

In a world where connectedness has become such a huge deal, creating genuine relationships with other people has become even more important and valuable. This holds for particularly true for business relationships: the more authentic your relationship is with other people, the more likely that these can lead to referrals that can help expand your network. One of the best ways of connecting with your dream clients, referral, and strategic partners is gaining traction and attention. What is it? Podcasting. 

But not many people truly appreciate the art and strategy behind running a business podcast. Many people often wonder about how it can help their businesses or if it can even generate ROI to make it sustainable and worth the effort.

Join Allan Rolnick on this episode of The Tax Resolution Ninja Show, as he interviews John Corcoran, Co-Founder of Rise25 Media, about why every B2B business should have their own podcast. Tune in as they discuss the transformational power of podcasting for businesses, how to leverage it to build strategic connections, and what you need to focus on once you decide to start your own podcast.

Robert Cannon is the Managing Director of Cannon Wealth Solutions, a team of Registered Investment Advisors (RIA) who helps their clients understand their finances and make sound investment decisions. They are fiduciary financial advisors who are held to the highest legal and ethical duty to represent his clients’ best interests regarding their total asset portfolio management. Robert has more than three decades of experience working with affluent investors, businesses, and hedge funds across the United States. 

Robert places a key focus on creating lifetime income plans for retirement. In doing so, he guides his clients through a very distinctive wealth management and investment process designed explicitly for financially successful individuals, couples, and families.

In this episode…

These days, pensions are almost non-existent. People are now left to fall back on their retirement fund and social security when they retire. But retirement funds by itself may not be enough, so how can you invest and grow your money beyond the traditional stocks, mutual funds, and bonds without incurring a high tax liability? 

On this episode of The Tax Resolution Ninja Show, Allan Rolnick interviews Robert Cannon of Cannon Wealth Solutions about how to avoid unnecessary tax liabilities when investing your retirement funds. They’ll be discussing how you can invest your retirement fund in a non-traditional vehicle, how to use infinite banking to leave a legacy and still borrow the money out without any tax consequences, and more. 

Sarry Ibrahim is the Founder of Financial Asset Protection, where he helps high net worth individuals, real estate investors, business owners, and retirees grow and protect their wealth predictably and safely. As a financial consultant and health and life agent, he has cultivated a reputation for always putting his clients first. Sarry prides himself on attending all client meetings without expectations or preconceived ideas to ensure that he is solving his clients’ problems.

In this episode…

Growing and protecting your wealth is an important part of preparing for your future. Sarry Ibrahim, the Founder of Financial Asset Protection, knows that pursuing purposeful investment strategies is the key to growing and protecting your wealth safely and predictably.

Tune in to this episode of The Tax Resolution Ninja Show as Allan Rolnick is joined by Sarry Ibrahim, the Founder of Financial Asset Protection where he talks about why he started his company and the services that he provides to his clients. He also discusses the different types of insurance, things people need to know about borrowing against their insurance policy, and he also shares his insights on how people can  build up the cash value of their policy.

Terrell A Turner is a CPA and the Co-founder and Fractional CFO of TLTurner Group, a company that helps businesses analyze and understand their financials to improve profitability. He is also the creator and host of Business Talk Library, which focuses on honest conversations with entrepreneurs and business leaders about challenges and tips for building and running profitable businesses.

In this new world of business, Terrell is concerned about how other businesses are going to survive and grow. Using his experience from working for Fortune 500 companies, he consults with startups and mid-sized companies to help them grow their business.

In this episode…

As we enter into a new world of doing business as a result of the COVID-19 pandemic, business owners are continuing to pivot to meet the needs of their clients. Terrell A Turner, the Co-founder and Fractional CFO of TLTurner Group, believes that in order for your business to survive and grow during this time, you have to understand and focus on your financials so that you can continue to see the value that you’re providing to your clients.

On this episode of The Tax Resolution Ninja Show, Allan Rolnick is joined by Terrell A Turner, the Co-founder and Fractional CFO of TLTurner Group to talk about why it’s important for businesses to understand their financials. Terrell discusses the CFO services that he provides to small and mid-sized businesses and how he helps them understand their financials and he also shares his insights into growing your business, and the ways that COVID-19 has impacted businesses across all industries. Stay tuned.

Fernando Koatz is a Founding Partner of Gleason & Koatz, LLP, a New York-based law firm that provides sophisticated, personalized, and client-driven legal counsel to individuals and domestic and international companies. Fernando was admitted to the Bar of the District of Columbia in 1984 and the State of New York in 1986. Fernando represents mainly Latin American and Spanish clients in the United States regarding corporate, commercial, and real estate matters, and commercial litigation. His expertise consists of counseling businesses and individuals with respect to doing business in the United States. 

Fernando received his bachelor’s degree from Columbia College and his Masters in International Affairs from Columbia University’s School of International and Public Affairs. He obtained his Juris Doctor degree from Georgetown University. Additionally, Fernando is a member of the New York State Bar Association, the Spain-U.S. Chamber of Commerce, and the Brazilian-American Chamber of Commerce.

In this episode…

Opening a new business is more than just having a great idea. You have to build a team of people that can advise you on insurance issues, financial planning, and legal situations that come with starting a new company. Fernando Koatz, a Founding Partner of Gleason & Koatz, LLP, helps his clients ensure that they understand and meet the legal requirements for opening a new business.

Tune in to this episode of The Tax Resolution Ninja Show as Allan Rolnick is joined by Fernando Koatz, a Founding Partner of Gleason & Koatz, LLP. Fernando talks about why he decided to become an attorney and the services that he provides to his clients. He also discusses what people need to know when opening a new business, explains when a 1031 exchange is used, and he also shares an interesting story about a commercial real estate sale. Stay tuned.

Alex Kuhn is the Founder of Born to Lead and Vault Team & Vaulters Unite™ and helps personal development coaches start, grow, and scale their companies to six and seven figures. He has coached and trained over 5,000 performance-driven individuals, including C-level business leaders, professional and Olympic athletes, and CEOs of nonprofit organizations. 

Alex was previously a nationally-ranked swimmer, college head coach, professor, and business owner. As the youngest college head coach in the U.S., he earned multiple Coach of the Year awards for developing nationally-ranked swimmers and teams. Additionally, Alex developed internships and college courses for seniors in preparation for graduate school while he was working as a professor.

In this episode…

Leaders play an integral part of starting and growing successful businesses. But with so many aspects of running a business requiring attention, the role of a leader is often convoluted. Alex Kuhn, Founder of Born to Lead and Vault Team & Vaulters Unite™ believes that the key to leadership is “creating clarity, connection, and conviction” with yourself and with others.

Join Allan Rolnick in this episode of The Tax Resolution Ninja Show as he interviews Alex Kuhn, Founder of Born to Lead and Vault Team & Vaulters Unite™ where they discuss Alex’s leadership experiences from being one of the youngest NCAA head swim coaches to starting and selling two multi-million dollar organizations. Alex also discusses how he helps people develop their leadership skills, his advice for business owners who are struggling with growth, and what he looks for in a role model. Stay tuned.

Samuel Weiner is a sales and business development professional and the current Vice President of Business Development at Langdon Title. He possesses an extensive background and knowledge in both commercial and residential real estate.

Langdon Title is a premier, full-service agency providing commercial and residential title insurance throughout the United States. Their specialties include commercial and residential title insurance on the national level, real property and cooperative lien searches, settlement services, and escrow services, and more.

In this episode…

With so many title insurance companies competing for business, how does a company set themself apart from the rest? Samuel Weiner, the Vice President of Business Development at Langdon Title, believes that a key aspect of differentiation is providing value to your clients by connecting them with the best introductions and referral partners.

Tune in to this episode of The Tax Resolution Ninja Show as Allan Rolnick interviews Samuel Weiner, the Vice President of Business Development at Langdon Title about his career journey from working in the staff and recruitment business to transitioning into real estate. Samuel also discusses his insights into networking, how he has been assisting his clients during the pandemic, and more. Stay tuned.

Nance L. Schick is an attorney, conflict resolution coach, diversity trainer, and author from New York City. She helps managers and small business owners have valuable conversations about gender, race, religion, and disability. Additionally, Nance is skilled in helping small businesses and domestic employers navigate ethno-religious mediation and resolve worker misclassification issues.

In this episode…

When disagreements go unresolved—especially in the workplace—it can lead to tension between two parties that often results in one of the parties deciding to take legal action. Nance L. Schick, an ethno-religious mediator, helps facilitate conversations between employers and employees to resolve conflicts without litigation.

In this episode of The Tax Resolution Ninja Show, Allan Rolnick interviews Nance L. Schick about her experience as an ethno-religious mediator. She discusses how she works with people who have different worldviews, the importance of finding common ground, and how she helps people stay out of court. Nance also shares her advice for small business owners and domestic employers when it comes to potential employee issues. Stay tuned.

Robert Hernandez is a certified financial planner and investment advisor representative at Transamerica Financial Advisors, Inc. He is also the current Chair of the Financial Planning Association of Metro New York. Before transitioning into financial planning, Robert had several jobs in corporate finance and has worked as a consultant for Ernst & Young. A lifelong New Yorker, he was born and raised in Starrett City, Brooklyn and currently resides in Queens.

In this episode…

When people run into tax issues, they turn to a tax expert for help, guidance, and advice. Most of the time, seeking out a tax professional will help them sort out their problems before they get into serious trouble with the IRS. And Robert Hernandez, a certified financial planner and investment advisor representative at Transamerica Financial Advisors, Inc., is one such person. He guides his clients through financial issues by helping them understand, plan, and prepare for potential pitfalls.

In this episode of The Tax Resolution Ninja Show, Allan Rolnick interviews Robert Hernandez from Transamerica Financial Advisors, Inc.Robert shares his journey from leaving the corporate world to becoming a financial planner. He also provides his insights into tax-saving strategies, his financial advice for small- and medium-sized business owners, and how he helps his clients explore potential planning opportunities. Stay tuned.

Dr. Sylvie Heyman is a registered nurse who graduated from Bellevue School of Nursing. She also holds a bachelor’s degree in Psychology from Marymount Manhattan College and a master’s degree in Professional Studies focusing on Health Care Administration from Long Island University. She specialized in obstetrics before leading the open heart surgery unit at the renowned St. Francis Hospital in Roslyn, NY. 

After earning her Doctor of Chiropractic and a degree in Acupuncture, Dr. Heyman fused these specialties and ran her private practice for 25 years. She also spent 12 years as a member of the Board of Trustees of the New York Chiropractic College and delivered a commencement speech during this time.

In her 70s, Dr. Heyman decided to pursue her passion for writing and penned two books: Make it a HABIT! Creating Health and Happiness for your Body, Mind, and Spirit and Beyond the Holocaust: An Immigrant’s Search for Identity.

In this episode…

Imagine having to uproot your life and move to an entirely different place where you aren’t familiar with the language, people, or culture. Now, imagine going through this experience while also dealing with the challenges of being a teenager. This was the reality for Dr. Sylvie Heyman, the author of Beyond the Holocaust: An Immigrant’s Search for Identity. 

Join Allan Rolnick in this episode of The Tax Resolution Ninja Show as he interviews Dr. Sylvie Heyman about her book, Beyond the Holocaust: An Immigrant’s Search for Identity. Tune in as Dr. Heyman talks about her family’s journey to the U.S. when she was just 14 years old, the struggles they faced in adapting to life in a new country, the importance of understanding the immigrant experience, and why she felt encouraged to tell her story.

Eric Cohen is the CEO and Managing Director of Benefit Quest, Inc., a company that provides their clients with a full range of insurance, financial products, and services. Eric graduated with a bachelor’s degree from Yeshiva University in 1987 and received his Certificate in Financial Planning from New York University in 1992. 

In January 2007, Eric created the Business & Personal Financial Optimizer System and won a National Award for Consumer Education from NSACE. He is an experienced contributor and speaker and has made several appearances as an insurance expert on Fox & Friends on Fox News.

In this episode…

People often encounter unexpected life events such as losing their house or business. These events by themselves can be devastating but if you don’t have insurance, it can lead to never-ending financial issues and even tax-related problems. Seeking the help of an insurance expert ensures that you won’t lose your assets if you are faced with unforeseen circumstances.

Join Allan Rolnick in this episode of The Tax Resolution Ninja Show as he interviews Eric Cohen, CEO and Managing Director of Benefit Quest, Inc. about all things insurance-related. Eric shares his own experiences as an insurance professional and the reasons why individuals and businesses need to be insured. He also provides his insights into common risks that people face, what you should know about insurance carriers, and the importance of selecting a plan that fits your specific needs. Stay tuned.

Adrian Miller is a NY-based sales trainer, consultant, speaker, and networking expert with over 30 years of experience. She is the owner of Adrian Miller Sales Training, which helps clients from a wide-range of industries generate increased revenue from their sales endeavors. Adrian is also the author of “The Blatant Truth: 50 Ways to Sales Success”, “The Blatant Truth: How to Not Screw Up The Customer Service Game”, and “Dispatches From the Frontline: Musings on Sales, Business Development and Networking”.

In 2009, Adrian created Adrian’s Network, a business networking community that combines virtual networking through conference calls and webinars with in-person meetings as a tool for people to grow their business through increased profits and relationships.

In this episode…

When starting a business, there are countless benefits to bringing in outside resources to assist you with aspects of your business that aren’t under your umbrella of expertise. As an example, sales consultants provide vital insight that can help businesses gain revenue-producing clients that can lead to business growth. And according to Adrian Miller, the value that comes with hiring a sales coach can mean the difference between a regular business and a thriving one.

Join Allan Rolnick in this episode of The Tax Resolution Ninja Show as he interviews Adrian Miller from Adrian Miller Sales Training about her experiences as a sales consultant and networking guru. She also shares her knowledge on recruiting outside support in order to expand a business, the power of networking, and how to pivot your company’s mission to adapt to the needs of the marketplace, and more. Stay tuned.