June 27, 2017
Hosted by David Wallach
|[View Guest Page >]|
Should entrepreneurs care about tax? Obviously, yes! But how interested should they be? Should they hang around tax aficionados? Well … that might be taking it a bit far. But awareness of government tax policies, tax administration and available tax options is definitely beneficial to them. For example, in an era of high overall tax rates, are there better locales to carry out mobile businesses? What planning options are available to drive down and entrepreneur’s tax to a manageable load? Kim Moody, tax specialist, sits to discuss a topic he is passionate about and answer any questions you might have!
Taking Care of Business
Tuesday at 7 AM Pacific Time on VoiceAmerica Variety Channel
The goal of Taking Care of Business is to provide you with a deeper understanding of steps that you can take to develop personal and professional success. David introduces leaders from different industries, their backgrounds, the hurdles they have faced throughout and how they overcame those challenges to create the success they cherish today. You’ll be encouraged to find one thing that you are passionate about and pursue it. Instead of thinking what can go wrong in the face of adversity, David teaches you that instead of allowing that to block your success, you can find ways to approach the test with confidence and overcome fear. David’s guests also provide recommendations to fulfill goals set by individuals looking for a career change, recent graduates and students. Taking Care of Business is broadcast live every Tuesday at 7 AM Pacific Time on the VoiceAmerica Variety Channel.
David made a geographical and career move at the age of 40, with a wife and three children. David adapted to two different cultures and countries, Canada and Israel. David’s wife, Zohar, is becoming a well-known artist, David’s one son is living in Los Angeles pursuing his career, David’s second son teaches English in Japan, and David’s daughter is attending her second year at one of Canada’s top business schools, the University of Western Ontario. David’s success in supporting his family comes with a timeline of personal and professional accomplishments.
From 1988 to 1994 David was the Chairman and General Manager of the Maccabi Haifa Basketball Club as a volunteer when the team was on the verge of bankruptcy. David left the team with zero debt and a strong foundation for the team’s future. In 2000, David joined Barclay Street Real Estate Ltd. He became the sole owner in 2009. In 2014 David launched Triumph Real Estate Fund and in 2015 David was the recipient of the Calgary Leaders of the Future Award by Business in Calgary Magazine.
David’s hard work has also been recognized when Barclay Street Real Estate was awarded the Consumer Choice Award for Commercial Real Estate on two occasions. David has also become a CCIM Member, a Co-chair of the Calgary Economic Development Real Estate Committee and board member of TCN Worldwide Real Estate Services.
Jeff is a speaker, author, success coach, broadcast personality and lawyer. He heads Blackman & Associates - a results-producing business-growth firm in the Chicago area. Jeff is a "business-growth specialist", sharing his positive and profit-producing message with numerous businesses, entrepreneurial organizations, solo practitioners and associate audiences around the world over the past two decades. Jeff is a member of the National Speakers Association, elected in 2008 into the Speakers Hall of Fame, and awarded the CPAE, an award that has also recognized Ronald Regan, Colin Powell and many other distinguished speakers. Jeff has also interviewed Oprah Winfrey, Bruce Jenner and Jim Lovell on his radio and TV talk-shows and is a contributing editor to numerous magazines and newspapers. Jeff graduate with honors from both University of Illinois and the Illinois Institute of Technology Chicago Kent College of Law. First and foremost, Jeff is a devote husband and father. View Guest page
George Brookman is well known in Calgary's business & volunteer community. He is a third-generation Albertan, born in Calgary. Most of his early career was spent in the Real Estate Development Industry; initially with Manulife Financial and then later as Vice President of Development for ATCO Ltd. In 1984, he acquired West Canadian Industries Group, Canada's leading digital print and document management organization. The company operates as West Canadian Digital Imaging in Calgary, Edmonton and Fort McMurray. In addition to his own company, George serves on the Board of Directors for Obsidian Energy as the Chairman of the Governance Committee. He is the past Director for Travel Alberta, and is currently on the boards of the Calgary Flames Foundation and the Calgary Stampede Foundation. He has been awarded the Pinnacle Award for Business, the Distinguished Business Leader Award from Haskayne School of Business and the Distinguished Alumni Award from the Calgary Board of Education. View Guest page
Jim Button, a leader in networked marketing for over 25-years, is a founder of Village Brewery. Jim works hard to gather people around community using beer as a social lubricant, Jim leverages his experiences in marketing and building communities to create a more connected Calgary. At Evans Hunt Group, Jim focuses on that networked background on a one-to-one relationship - helping customers participate in the brands they engage with online. Both organizations have allowed Jim to create countless festivals, conferences and programs - Circle the Wagons Travelling Food, Beer & Music Festival and Best of Calgary are the two most recent successes. Jim's passion for community investment has earned him a philanthropy award from the Canadian Association of Fundraising Professionals, two '40 Under 40' awards with Avenue Magazine, and an e-Award for Community Service from Alberta Venture Magazine. This past year Jim also received the Calgary Chamber - Sherrold Moore Award for Community. View Guest page
Lesley has spent the last 20 years with Hopewell Residential, leading the organization as President for 14 of those years. During this time, the company realized rapid growth, profitability and won numerous industry awards. Lesley’s corporate success & philanthropic activity has led to being awarded the Order of the University of Calgary, the Haskayne School’s MAX, the YWCA Woman of Vision Award and inducted into the Women’s Executive Network Hall of Fame, after being voted one of Canada’s Top 100 Most Powerful Women. Conway’s strong leadership and strategic planning led Hopewell through two decades of unprecedented growth, proven alongside her team with growth from $2.5M in gross revenue in 1995 to over $300M in 2014. In 2013, Conway vertically integrated Hopewell’s housing and land development companies and in 2014, a successful merger resulted in the company selling over 1,697 developed lots, single and multi-family homes. View Guest page
David & Cole, native Calgarian brothers, have used their passion of entrepreneurship to develop and grow their business Rosso Coffee Roasters. They currently operate 7 cafes, managed a wholesale network north of 100 accounts, and travel the world purchasing from local producers in developing nations. David Crosby graduate Acadia University in 2007 with a BBA and made his way back to Calgary. Due to the economic climate, instead of trading stock and managing portfolios as he had planned, David’s path took a turn and lead him to the world of coffee. The first Cafe Rosso, since rebranded as Rosso Coffee Roasters, had David wearing every hat in the business. Ten years later, David has become CEO and still has a hands-on presence in training, procurement and many other aspects of the business. View Guest page
Fergal Duff B.Sc. B.Arch. (Hons.), PMP, MRAIC, RIBA
Fergal Duff has over 17 years' experience in the real estate development sector and carries the professional accreditation of MRAIC, RIBA and PMP. After graduation in 2000 from the prestigious school of University College Dublin achieving B.Arch. (Hons.), Fergal left for Australia which would be the beginning of his worldwide professional experience. Based in Sydney, Fergal worked for some of the preeminent architecture firms in a world class city, gaining experience in high-density mixed-use, multi-residential and commercial building forms. He also spent time in Singapore with another Australian firm preparing tender documents for three underground rail stations as part of the MRT circle line expansion project. Fergal returned to Ireland briefly in 2008 where he worked for the largest architectural firm in the country, managing the firm's largest projects around Ireland and Central Europe. After spending time in Doha, Qatar, Fergal and his family eventually settled in Canada in 2012. View Guest page
Tanya is the leader of the Tanya Eklund Group, the #1 Team at the #1 Re/Max office in the world. Her 16 year journey as a dedicated, full-time broker, specializing in the purchasing and sale of inner-city properties in the Calgary area has given her a wealth of experience. Tanya has the necessary training to fully understand the process and procedures of completing successful real estate transactions in a quality and personal approach. Tanya has also started a lending company which offers short-term lending to the real estate industry and small businesses and plays an active role within her community and many non-profits. Tanya is a member of the International Entrepreneur's Organization and a dedicated mother to her two daughters and wife to her husband of 10-years, Chad. View Guest page
Giuseppe De Gennaro
Born in Pozzuoli, Italy, Chef Giuseppe Di Gennaro has brought passion and innovation to the Calgary dining scene over the last 19-years with the creation of his restaurants; Il Sogno, CAP, Borgo Trattoria, and his latest venture Cotto Italian Comfort Food.
After working in his homeland at various restaurants, Giuseppe left Italy at age 17 for the bright lights of London, England. Plying his trade, he worked his way up through the ranks in several high-end London establishments in the mid- to late 80’s. With his experience gained from working in Italy, London and Australia, Giuseppe and his Australian wife settled in Calgary in 1996, and he has since become and impressive and high-profile member of the city’s restaurant scene.
His flavourful, visually appealing and contemporary version of ‘new’ Italian food has won him not only critical acclaim, but many fans amongst Calgary’s community. View Guest page
Rev. Dr. Danielle Ayana James
Rev. Dr. Danielle Ayana James is a religious and spiritual leader. Ordained in the United Church of Canada (Canada’s largest Protestant denomination), Danielle has served congregations in Connecticut, Pennsylvania, Ontario and Alberta, Canada. Described as a Contemporary Theologian, Danielle embodies a vibrant, ‘with the times’ approach to questions of public concern and spiritual perspectives on justice, peace and love. She has earned degrees from Yale University, McMaster University and the University of Chicago. A Certified Leadership and Life Coach, Danielle works with clients across not-for-profit and disciplines of medicine, ministry and education. Passionate about empowering all people to be unleash their truest self, Danielle advocates for the value of holistic approaches of mind, body and spirit. Danielle is Adjunct Faculty at St. Stephen’s Theological College, Edmonton Canada and a Minister at Hillhurst United Church, Alberta. View Guest page
Matt Kinch is a native of Red Deer, AB and played junior hockey with the Calgary Hitmen. Matt enjoyed a 12-year professional hockey career in both North America and Europe before retiring in 2012. After his retirement, Matt worked as an Account Manager in the Oil and Gas Industry before co-founding The Sweat Lab Fitness Studio. Over the past three years, Matt has helped with the day-to-day operations at the studio, as well as with the Spin and Circuit Training. View Guest page
Raeanne Kinch is a native Calgarian and dancer from the age of three, Raeanne is one of the co-founders of The Sweat Lab Fitness Studio in Calgary, AB. After completing her post-secondary education in Business Management, she joined her husband on a 12-year journey around the world while he pursued his career in professional hockey. During those years, Raeanne was not only able to research and gain experience in the diverse fitness communities, she also ran and home-based wedding cake business. Raeanne is a certified Group Fitness Instructor, Barre, Spin, and Pilates Instructor. When Raeanne is not at the studio managing or teaching classes, she is busy being a mother to three young children. View Guest page
Ken is a Certified Executive Coach specializing in coaching leaders, growing companies, corporate performance training and high impact inspirational keynote presentations.
Ken has owned and operated Champion Performance Systems since 1998. Ken’s passion is to ride shotgun with amazing high performers as they breakthrough to new levels of performance both personally as well as professionally.
Ken is a Certified Coach with Gazelles International and assists leaders and their teams to create, implement, embed and successfully execute a "One Page Strategic Plan" for their organizations. Aiding in creating sustainable growth, and defining it, often beyond their expectations.
Ken was involved with TEC Canada (2008 - 2013) as Chair of a CEO/President Group, a Key Executive Group, and a TEC Round Table for small business entrepreneurs. Ken worked face-to-face with leaders of companies between $5M and $2.2B in top line revenues and between 10 and 5,000 staff worldwide. View Guest page
Mike Lipsey, President of The Lipsey Co., is nationally and internationally recognized as the leader in training and consulting for the commercial real estate industry. Mike’s keen insight into the business of commercial real estate spans over 40-years of active involvement. Mike has appeared on several Commercial Real Estate radio shows, and has articles in various industry publications. Mike is a highly sought-after Keynote Speaker at industry and association conventions & national meetings. Mike has published an extensive library of training books and videos over the years. Including courses such as; Team Brokerage, Presentations that Win and, Performance Leasing, Systems for Success.These publications have helped establish Mike as one of the top trainers in the United States and abroad. In addition, Mike has developed programs for Urban Land Institute, ICSC, NAIOP, BOMA & IFMA. Mike impacts day-to-day sales, lease and management of the commercial real estate industry. View Guest page
John, a native Calgarian began his earlier years in education at Strathcona Tweedsmuir School and finalized that education in Economics at Bishop’s University in Quebec, Canada. Early on John recognized his entrepreneurial sprit and financed his post-secondary education by founding and managing two successful companies. Upon John’s return to Calgary, he was employed in commercial real estate and then transferred to Mavest Inc., assessing the suitability of a wide variety of businesses for equity investment. Upon his decision to make an entrepreneurial change, in 1999, John founded Print Audit, a developer for remote printer monitoring and management, that is still operational today providing services in 10 countries. Print Audit’s success lead to John being recognized in 2010 as Ernst & Young Entrepreneur of the Year.John also is a member of several professional associations, deeply involved in his community and married to his wife Dawn of 14 years, and father to his son, Bayne. View Guest page
Iain McCorkindale PQS, MRICS, LEED® AP
Iain McCorkindale has over 19 years' experience in the real estate development sector and carries the professional accreditation of MRCIS, PQS and LEED® AP. Following an apprenticeship with Rolls Royce plcs. where he earned his Sheet Metal Worker Journeyman papers, Iain enrolled in post-secondary education in 1994. Following graduation from Glasgow's Caledonian University with a First-Class B.Sc. (Hons.) Quantity Surveying Degree and winning five distinction awards in his final year, Iain was recruited by Helya & Associates where he spent eight years in their Toronto office with promotion through the ranks to Associate level. In 2005, Heylar merged with two other companies to form Altus Group and in 2006 Iain prepared and submitted a business plan to start the Calgary office for the company's development and construction cost management business unit. Since moving to Calgary with his family in 2006, Iain has built and led many very successful teams. View Guest page
Lloyd McDonald is the Vice President of Business Development with Pinnacle Wealth Brokers. He is responsible for recruiting and managing their National Sales Team and coordinating Pinnacle's marketing initiatives. Under his guidance, Pinnacle has become an industry leader in the Private Capital Markets. Mr. McDonald has a broad background in many aspects of business development and business analysis. He was employed for 10 years at Ceridian Canada Ltd., one of Canada's 50 Best Managed Companies, where he acted as their Manager of Strategic Alliances for Canada. In this role, he aligned and strategized the deployment of sales and customer service initiatives internationally. In addition, Lloyd was a key member of a team that managed relationships with established new business development initiatives with clients such as, HSBC, CIBC, TD Canada Trust and ATB Financial. He lives in Calgary with his wife and has a passion for travel and global social justice initiatives. View Guest page
Walker McKinley is one of half of the firm’s founding partnership, holding a Master of Design Studies (with Distinction) from Harvard University and a Master of Architecture degree (with Honours) from the University of Calgary. Walker has served as an instructor in Architectural Design in the Faculty of Environmental Design at the University of Calgary, currently serves as an instructor in Interior Design at Mount Royal and has been in demand as a critic and lecturer at design schools across the country. Walker has been named to the 40 under 40 awards program three consecutive years and has been nominated twice to the national awards of the same name. While heading the business development and strategy aspects of McKinley Burkart, Walker’s experience has spanned the range of scales from interiors for Westin Hotels and Herman Miller to a 31 story residential complex in Calgary and the 25 million dollar Shore mixed-use complex in Tofino, BC. View Guest page
Tara Molina is a passionate and energetic entrepreneur with a love for marketing strategy and an even bigger love for helping businesses reach their full potential. Tara has been at the helm of New Wave Media since its inception in 2007 leading a talented team of marketing professionals and assisting with the development of their growing roster of client's marketing projects. Tara's diverse entrepreneurial background has allowed her to work in a variety of industries from broadcasting in New York City to owning several successful businesses in Calgary, Alberta. With an educational background in business, psychology, and communications, Tara has been able to make these fields work together, forming a creative and analytical duo that thrives in the marketing industry. View Guest page
Kim G. C. Moody FAC, TEP, Director, Canadian Tax Advisory is a Chartered Accountant, Registered Trust and Estate Practitioner and a tax specialist practicing in Calgary with Moody’s Gartner Tax Law LLP. His main area of expertise is tax and estate planning for the owner-manager of private corporations, executives, professional athletes and other high net worth individuals. Kim obtained his Bachelor of Management degree from The University of Lethbridge and his CA designation from The Institute of Chartered Accountants of Alberta. View Guest page
Darren Moulds graduated from the University of Saskatchewan with a major focus in Commerce. Darren has worked in the audit practice of Pricewaterhouse Coopers in Calgary, St. Louis and Huston, transitioning into a career in International Oil & Gas focused in the early stages Middle East and North Africa with Centurion Energy. Darren has been the CFO for over a dozen public and private international companies, and currently is focused in Kansas with PetroPhoenix. In early 2015 Darren started Vagabond Calgary, a first endeavour in the hospitality industry. *Sponsored by Vagabond Calgary, Village Brewery, Rosso Coffee Roasters, Barclay Street Real Estate & Triumph REIT. View Guest page
Dr. Larry Ohlhauser
Dr. Ohlhauser has piloted jet airplanes, thwarted an impending heart attack and spoken publicly to thousands on how to avoid ending up in the morgue early. Dr. Ohlhauser has a best-selling book, 'The Healthy CEO' and proactively infuses life with energy, purpose and passion. Dr. Ohlhauser was named one of the top 100 Physicians of the century by the College of Physicians & Surgeons and the Alberta Medical Association. He received the Alberta Centennial Medal in recognition of outstanding service to the people and province of Alberta. He was named top Canadian TEC Speaker in 2007 and 2010, and recently received the highest earned international recognition of professional speakers, the Certified Speaking Professional designation from the National Speakers Association. President & CEO of Ohlhauser & Associates, Dr. Ohlhauser consults in healthcare strategy and management for large multinational corporations and government institutions. View Guest page
Pat is the publisher owner of three regional magazines, Business in Calgary and Business in Edmonton and Farming For Tomorrow. Pat's national magazine, Canadian Funeral News, serves the funeral profession. Pat has spent close to 30-years in the publishing business in many industries and sectors. Pat also owns and operates a 3200 acre agriculture operation that runs cattle and grains in NE Saskatchewan. All his business ventures are done with his business partner and brother Tim since they incorporated their first business in 1992. Pat is involved with many charities and community organizations, but is most active in a charity known as Business for Calgary Kids. Along with a group of dedicated Calgary business people, this group has raised over $2M for kids in the City of Calgary. Pat's wife Jackie is a Vice Provost at the U of S. His son, Cole will be graduating from ACAD in the spring of 2018 and his daughter from Ryerson in the spring of 2018. View Guest page
In 1992, Jon co-founded Levrose Real Estate with Robert Levine to handle commercial brokerage in the Greater Phoenix market. Under his leadership, Levrose has been repeatedly named one of the Top Commercial Brokerage Firms by Phoenix Business Journal and Ranking Arizona Magazine Jon sits on the Board of the Arizona Chapter of Entrepreneurs’ Organization (EO) as well as the Jewish Federation of Greater Phoenix. He is the Regional Vice President for TCN Worldwide and was recently recognized by AZRE Magazine as One of the “Top People to Know in Commercial Real Estate”. He has been a featured guest on the PBS television show “Arizona Horizons”; as a guest on KFNN Radio and interviews in GlobeStreet.com, Phoenix Business Journal and Arizona Republic. View Guest page
Former TV host, Sue Styles has been working in the Real Estate industry for more than a decade. Sue has managed a brokerage, teaches at the Calgary Real Estate Board, is a certified business coach, professional speaker and two-time author. Sue's new book 'The Little Red Stick - What Get's Measured Get's Done' has just been released and tells the secrets of high producing agents so that others can reach the top too! Sue is familiar with the business of millionaire agents and would like to share her expert insight into what it really takes to develop a profitable business. View Guest page
Cole Torode graduate Webber Academy in 2009 with post-graduation hopes of travelling and spending a year abroad. Cole’s path instead lead him elsewhere, joining Rosso in the spring of 2010, the void unfulfilled by travel ignited a fire to pursue coffee further. Cole invested in Rosso in 2012 through a do-it-yourself store build out and financed the long discussed roasting operation. Now the Director of Coffee, Cole has found his passion through specialty coffee, understanding the long intensive supply chain process involved in running a complex business and strives to share that knowledge with others. View Guest page
Dimitry Toukhcher immigrated from the Ukraine to Canada at 9-years old. Over a six-year period Dimitry exclusively financed his education selling books door-to-door and increasing revenues to over $1M annually, allowing him to graduate debt free from UBC’s Sauder School of Business with a Commerce Degree, double majoring in Management Information Systems & Marketing. His entrepreneurial spirit and hard work also allowed him to buy his first house as a 3rd year student in Vancouver. By the age of 25, Dimitry had knocked on over 40,000 doors, one pitch involving Prince. After travelling from Jamaica to Japan, Dimitry founded LGFG Fashion House in 2010. From his apartment living room, Dimitry and his now wife, began cold calling corporate Calgary and selling suits by accommodating clients in the comfort of their own office. Within the first calendar year LGFG’s revenues were approximately $1M and has clients in more than 20 countries. DAVID LOVES THE SUITS! View Guest page
Darvin Zurfluh is the Founder and Chairman of Pinnacle Wealth Brokers, a National Exempt Dealer registered from Nova Scotia to British Columbia. He is also a Director for Pinnacle Wealth Planning, a life insurance agency. Darvin has a developed background in investments and real estate over the last 20 years and earned numerous designations, including the Fellow of the Canadian Securities Institute, Financial Management Advisor, a CFP and a Registered Financial Consultant. Darvin gained much experience in mortgages and mutual funds, but found his true passion in searching for alternative investments. Darvin was a pioneer in the industry; bringing the first sizable exempt market distribution channel in Western Canada known as Alberta Land & Investment Brokers. With intentions to grow outside of Canada, Pinnacle was formed and has more Dealing Representatives than any Exempt Market Dealer in the country. A 4th generation Albertan, he resides in Calgary with his wife and four children. View Guest page