Navigating Commercial Real Estate Financing & Retirement Planning with Jay Biss
Release Date: 06/10/2024
Tackling Immigration Hurdles Under a Changing Administration
Speaking with Steph
This week, Stephanie Rodin chats with her guest, Michael Carbone. The two chat about how shifting political landscapes affect immigration cases, the complexities attorneys face in staying up-to-date with ever-changing regulations, and the heightened anxieties experienced by immigrant families In this episode, we discuss: Why legal support is particularly important in the current immigration climate The creative solutions that attorneys sometimes need to find for clients How clients react to immigration policy changes or executive orders Why staying up-to-date with legal and...
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How Robotic Process Automation Frees Up Time for Higher-Level Work
Speaking with Steph
This week, Stephanie Rodin chats with her guest, Paul Smith. The two chat about the fundamentals of robotic process automation (RPA) and intelligent automation, discussing how these tools can save businesses time and money by taking over repetitive tasks. In this episode, we discuss: How automation technologies work by mimicking human actions on computers to automate repetitive, rules-based tasks, freeing up employees for higher-level work. Businesses typically start implementing automation when they want to drive efficiency, reduce errors, or prepare for growth, often as the initial...
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Avoid Overtime Pitfalls: Exempt vs Nonexempt Employees Explained
Speaking with Steph
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about the difference between what's considered an exempt employee versus a nonexempt employee. In this episode, we discuss: The key differences between exempt and nonexempt employees, mainly based on their eligibility for overtime pay and the type of work they perform. Classification depends not just on whether employees are salaried or hourly, but also on their job duties. Review contracts to clarify whether a position is exempt or nonexempt and outline expectations...
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Preventive Health in Focus: Insights on Comprehensive Patient Care
Speaking with Steph
This week Stephanie Rodin chats with her guest, Dr. Nina Sundaram. The two chat about integrating preventive healthcare practices with daily life, the impact of early detection tests, and the importance of sustained doctor-patient relationships. In this episode, we discuss: Dr. Nina Sundaram explains the structure of her practice by dividing it into four "arms" or segments focused on different health aspects. Illumine emphasizes preventive medicine, holistic healthcare, and trust-based patient-doctor relationships. Learn what inspired Dr. Sundaram to start Illumine and how her...
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Protecting Patient Privacy: De-Identifying Information Under HIPAA
Speaking with Steph
Hi! I’m Stephanie Rodin, host of the Speaking With Steph podcast. In this episode, I want to speak to you about HIPAA. As we all know, HIPAA is a way to safeguard the protected information of patients or individuals. In this episode, we discuss: How HIPAA safeguards protected information of patients by de-identifying data, which includes removing specific identifiers. HIPAA addresses the privacy of patients' information by focusing on 18 specific identifiers such as names, addresses and Social Security numbers. The 18 identifiers include details like phone numbers, email addresses,...
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Building Financial Foundations: Leonard Cohen's Guide for Healthcare Practitioners
Speaking with Steph
This week Stephanie Rodin chats with her guest, Leonard Cohen. The two chat about the importance of financial protection, the necessity of establishing an emergency fund, and the benefits of early disability and life insurance. In this episode, we discuss: How Leonard became a financial advisor The importance of financial planning starting from the end of medical school or early residency. When clients should start planning Why Leonard believes financial education is lacking The importance of having both partners involved in financial discussions. Leonard Cohen, MBA,...
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Annual Review of Consent Forms: A Guide for Healthcare Providers
Speaking with Steph
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about patient consent forms. In this episode, we discuss: Reviewing and updating patient consent forms annually with guidance from professionals like attorneys or financial advisors to ensure compliance and accuracy. What a comprehensive consent form should cover from a legal perspective. How often patients should sign and discuss updated consent forms. Why regular updates protect both the patient and the practice. What specific policies and reviews should be included in a...
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Transforming Healthcare: Insights from Compliance and Operations Experts
Speaking with Steph
This week Stephanie Rodin chats with her guests, Preston Alexander and Sarah Covington. The three chat about Preston and Sarah’s four-step approach to helping healthcare providers establish successful and compliant practices. This method involves strategic planning, administrative setup, operations, and go-to-market strategies, crucial for avoiding common financial pitfalls like premature marketing and restrictive contracts. In this episode, we discuss: How Sarah and Preston met Their four stages for setting up a practice When they involve themselves Why their services are...
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All You Need to Know about New York's Prenatal Leave Law
Speaking with Steph
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about a new New York law that came into place on January 1, 2025, about paid prenatal leave. In this episode, we discuss: How to access information regarding this new law about paid prenatal leave What is offered, what it covers, and what employers need to do When the Law Takes Effect Why the law is important Who is eligible for the leave and the notice requirement for the employee Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been...
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Smart Leasing Strategies for Healthcare Practices: A Conversation with Richard Hittman
Speaking with Steph
This week Stephanie Rodin speaks with her guest, Richard Hittman. The two discuss the common pitfalls in lease agreements, the essential team you need for securing a healthcare practice location, and the lengthy process of setting up a practice. In this episode, we discuss: How client education is handled What problematic clauses are found When to question terms and conditions Why a specialized team is essential Why a thorough lease review is crucial How clients should trust their instinct Dr. Richard A. Hittman, D.M.D. Richard A. Hittman is a...
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This week Stephanie Rodin speaks with her guest, Jay Biss. The two talk about the one-stop-shop in Valley Bank’s services offered, the intricacies involved in financing commercial real estate, and advice on the subject of retirement.
In this episode, we discuss:
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What services Valley Bank provides for small businesses
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What issues regularly present themselves in financing real estate
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How he manages to be the quarterback, coach, and wide receiver for his clients
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Who you want in your corner when purchasing commercial real estate
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What the bank requires to be able to make it to the closing table
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The question that is always asked at the beginning of a transaction
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How best to set yourself up for retirement, as far as earlier agreed upon terms in purchased property
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Advice in finding the right banker for you
Jay Biss is a Business Banker at Valley Bank. His primary focus is on helping businesses obtain financing for investment (multi family and/or mixed use as well), commercial real estate, lines of credit for working capital, term loan requests for businesses, equipment financing, as well as providing solutions for their everyday cash management needs.
Biss has an amazing network that has enabled him to become a trusted resource for his clients, and if he can’t do something directly, most likely he knows someone who can. He has built his reputation on speedy response time, and excellent customer service. Having been a business owner, and helping others run their business, he understands what it’s like to be a business customer of the bank.
LinkedIn: https://www.linkedin.com/in/jaybiss/