Speaking with Steph
This podcast will provide information across multiple industries who support small businesses, with a concentration in healthcare practices. The information provided is to be educational and to outline issues that small businesses may come across as they grow and expand.
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Tackling Immigration Hurdles Under a Changing Administration
06/09/2025
Tackling Immigration Hurdles Under a Changing Administration
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 procedural changes is critical Michael’s typical clients Michael T. Carbone is the owner and managing attorney of Carbone Law, a New York City-based law firm dedicated to guiding individuals and families through the immigration benefit petition process and assisting New York State licensed professionals in establishing their private practices. As an active member of the legal community, Michael serves on the Small Law Firm Committee of the New York City Bar Association and is also a member of both the Richmond County Bar Association and the American Immigration Lawyers Association (AILA). Since 2021, Michael has leveraged his YouTube channel to demystify complex immigration and business law concepts, offering practical tips and insights to a broad audience. Outside of his legal practice, Michael is an avid traveler, photographer, cyclist, and painter, finding creative inspiration and balance in his pursuits around the globe. Website: YouTube Channel: Social Media Links: Instagram: Facebook: X: Linkedin: https://
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How Robotic Process Automation Frees Up Time for Higher-Level Work
05/12/2025
How Robotic Process Automation Frees Up Time for Higher-Level Work
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 step in a broader digital transformation. The main reasons for adopting these technologies are to save time and money, reduce error rates, improve job satisfaction, and allow employees to focus on more meaningful, impactful work. Paul’s team built an automation for a healthcare organization that automatically corrected and resubmitted insurance claims, saving a billing manager about four to five hours per day. Initial employee resistance is common but often gives way to enthusiasm after staff experience the benefits, especially as automation reduces frustration with tedious, error-prone work. Paul Smith is CEO of , an IT Consulting firm serving middle-market companies, and an expert on Information Technology. Paul is also a 3-time entrepreneur. Techromatic builds Intelligent Automations and RPA software robots that automate repetitive work for law firms, saving them time and money, and creating happier and more productive workers. Paul focuses on helping companies in the Legal, Financial Services, Healthcare, and Insurance industries, as well as others. His extensive experience with network engineering at large enterprises such as Morgan Stanley, Deutsche Bank, and Royal Bank of Scotland, combined with almost 20 years of IT consulting for small and mid-market companies, has made Paul extremely effective in his role. Paul’s unique perspective on Information Technology and real-world small business operations have allowed him to help hundreds of businesses become more efficient, reduce risk, and achieve their goals through his guidance. In addition to running a successful business, Paul serves on the board of EO New York, a non-profit organization that helps Entrepreneurs reach their full potential. “In EO we innovate, take risks and see opportunity in a challenge. We want to make the world a better place – for our teams, our families, our communities, and for humankind. We think big, we are bold. We want to make a difference beyond ourselves – for the people in our lives, for a better future for everyone.” Paul has been on his leadership journey his entire life, and on the EONY board for over 4 years. Paul graduated from Stony Brook University with a dual major in Information Systems and Business. He presently resides in Westchester County, New York with his wife and children, and many pets.
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Avoid Overtime Pitfalls: Exempt vs Nonexempt Employees Explained
05/05/2025
Avoid Overtime Pitfalls: Exempt vs Nonexempt Employees Explained
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 for hours and overtime approval. Why understanding and correctly classifying employees matters. Employers should consult with attorneys and CPAs when unsure about employee classification or pay structure. Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner. Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices. Website: LinkedIn: Facebook: Twitter:
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Preventive Health in Focus: Insights on Comprehensive Patient Care
04/14/2025
Preventive Health in Focus: Insights on Comprehensive Patient Care
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 vision for preventive medicine has evolved. Innovative testing for cancer prevention and why this is important. Imagine treating your body like a lifelong car—maintaining it with the best care to ensure longevity. Dr. Nina Sundaram- Dr. of Endocrinology, founded Illumine as a platform for her commitment to preventive medicine and her holistic approach to healthcare. While in medical school, Dr. Sundaram spent a summer in Cuba studying the public health system, an experience that shaped her approach to centering on preventive care and developing patient-doctor relationships built upon trust and compassion. Dr. Sundaram graduated cum laude with a Bachelor of Science and a Medical Degree from the Seven-Year Biomedical Program at The College of New Jersey and Rutgers New Jersey Medical School. Afterward, she completed her internship and residency in Internal Medicine at New York Presbyterian Hospital-Weill Cornell Medical Center and a fellowship in Endocrinology, Diabetes, and Metabolism at The Mount Sinai Hospital, where her research in pituitary diseases was published in journals and textbooks. After six years working with a large multi-specialty group, Dr. Sundaram opened Aura Endocrinology in 2021 and created a uniquely patient-centered practice. Today, she continues to serve as a clinical instructor at New York University and focuses on empathetic, compassionate care for her patients, fueled by a desire to help them live more confident and fulfilling lives. Education The College of New Jersey, Bachelor of Science in Biology (Combined Seven-Year BS/MD Program) Rutgers New Jersey Medical School, Doctor of Medicine New York-Presbyterian Hospital, Weill Cornell Internal Medicine Residency Mount Sinai Hospital, Fellowship in Endocrinology, Diabetes and Bone Disease Licenses and Board Certifications New York State License American Board of Internal Medicine American Board of Internal Medicine: Endocrinology, Diabetes, and Metabolism American Board of Internal Medicine: Obesity Medicine Publications Carluccio A, Sundaram, NK, Chablani S, Amrock LG, Lambert JK, Post KD, Geer EB. Predictors of Quality of Life in 102 Patients with Treated Cushing's Disease. Clin Endocrinol (Oxf) 2014 Jun 17. PMID: 24931777 Sundaram NK, Carluccio A, Geer EB. Characterization of persistent and recurrent Cushing’s Disease. Pituitary. 2013 August 29. PMID: 23990348 Sundaram NK, Geer EB, Greenwald BD. The impact of traumatic brain injury on pituitary function. Endocrinol Metab Clin North Am. 2013 Sep;42(3):565-83. doi: 10.1016/j.ecl.2013.05.003. PMID: 24011887. Carluccio A, Sundaram NK, Yanagisawa R, Tomer Y. Apathetic thyrotoxicosis secondary to atypical subacute thyroiditis. Endocrine Practice. 2012 May 1:1-9. PMID: 2254894
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Protecting Patient Privacy: De-Identifying Information Under HIPAA
04/07/2025
Protecting Patient Privacy: De-Identifying Information Under HIPAA
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, medical record numbers and even photographic images. This de-identification process is vital to maintain the privacy standards set by HIPAA and prevents improper sharing of PHI with unauthorized parties. De-identifying data is particularly crucial when conducting research to ensure compliance with HIPAA when sharing results with third parties. Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner. Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices. Website: LinkedIn: Facebook: Twitter:
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Building Financial Foundations: Leonard Cohen's Guide for Healthcare Practitioners
03/10/2025
Building Financial Foundations: Leonard Cohen's Guide for Healthcare Practitioners
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, is a Financial Representative with Forest Hills Financial Group (FHFG), dedicated to helping his clients build, accumulate, and preserve wealth as they plan for a secure future. He specializes in disability insurance and retirement planning. Len truly cares about benefiting his clients and takes pride in his ability to develop long lasting relationships based on trust and integrity. He is always striving to provide the same level of ethical service that he would expect for himself and goes the extra mile to provide his clients with extraordinary service and follow-up on their behalf. Len graduated in 1980 from the State University of New York at Stony Brook with a Bachelor of Science degree in Chemistry. In 1986, he achieved his MBA in Marketing Management from Pace University and began a twenty-five-year career in the pharmaceutical industry specializing in oncology as an office representative, hospital representative, research liaison and product manager. While collaborating with medical professionals, Len held numerous resident and fellow oriented financial seminars at area hospitals. It is Len’s firsthand experience with a wide range of business situations that enabled him to develop a keen insight into the needs of others, both individually and professionally. He realized how important it is to make a lifelong impact on people’s lives, and he now brings his unique abilities to the financial services industry and to FHFG. Len resides with his wife Jill in Bellmore, NY and they have two daughters, Melissa, and Brittany. They are proud to share that Melissa is a certified pediatric RN at Cohen’s Children’s Hospital and Brittany works as a PA in the Bellevue stroke unit. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Forest Hills Financial Group is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #0H54352. 2024-167874 Exp 1/26.
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Annual Review of Consent Forms: A Guide for Healthcare Providers
03/03/2025
Annual Review of Consent Forms: A Guide for Healthcare Providers
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 consent form. Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner. Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices. Website: LinkedIn: Facebook: Twitter:
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Transforming Healthcare: Insights from Compliance and Operations Experts
02/10/2025
Transforming Healthcare: Insights from Compliance and Operations Experts
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 valuable Common financial mistakes Sarah Covington: Compliance officer, adjunct faculty, state bar leader, and patient advocate passionate about advancing healthcare innovation and accessibility for underserved populations. Social Media Links: Preston Alexander: Tenured healthcare leader, global medical device portfolio manager, exited medical device entrepreneur, keynote speaker, and healthcare financial author focused on changing healthcare systems. Social Media Links:
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All You Need to Know about New York's Prenatal Leave Law
02/03/2025
All You Need to Know about New York's Prenatal Leave Law
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 practicing law since 2000, with a majority of that time assisting the healthcare practitioner. Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices. Website: LinkedIn: Facebook: Twitter:
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Smart Leasing Strategies for Healthcare Practices: A Conversation with Richard Hittman
01/13/2025
Smart Leasing Strategies for Healthcare Practices: A Conversation with Richard Hittman
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 seasoned expert in commercial real estate leasing and sales, with a specialized focus on medical and office spaces in Manhattan. Since 2000, Richard has been instrumental in navigating complex lease negotiations and providing strategic guidance in office layout and design for a diverse range of healthcare professionals, including general practitioners and specialists. Prior to his real estate career, Richard was the President and Owner of a successful healthcare services company from 1992 to 2000. Under his leadership, the company expanded to eight offices across the state, employing over 325 staff members and generating revenues of $10 million. His ability to integrate comprehensive healthcare solutions with operational efficiency made a profound impact on the institutions and medical facilities he served. Richard began his professional journey as a dentist, developing and expanding two multi-disciplinary dental practices in Connecticut from 1978 to 1992. During this time, he mastered contract negotiations with insurance companies to offer services on a set fee basis, significantly enhancing the accessibility and affordability of dental care. Richard holds a Doctor of Dental Medicine (D.M.D.) degree from the University of Pennsylvania, School of Dental Medicine, and a Bachelor of Science in Biology/Business from Fairleigh Dickinson University. His extensive experience in both healthcare and real estate underscores his unique ability to understand the needs and priorities of medical professionals, making him a valued partner in their business endeavors.
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Legal Entity Maintenance: What You Need to Know
01/06/2025
Legal Entity Maintenance: What You Need to Know
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about your legal entities and whether you have a fee that is owed to the state in order to keep your legal entity current and active. In this episode, we discuss: Ensuring your legal entity remains active by timely filing the necessary statements (biennial for PLLCs/LLCs and triennial for PCs). Updating any address changes to keep your records with the Secretary of State up-to-date. State-specific requirements for filing statements. The frequency for filing the necessary statements. Ensure you receive all legal notifications and maintain compliance. Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner. Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices. Website: LinkedIn: Facebook: Twitter:
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Temporary Hold on Beneficial Ownership Filing: Impacts and Next Steps
12/16/2024
Temporary Hold on Beneficial Ownership Filing: Impacts and Next Steps
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to cover a crucial update on the beneficial ownership interest filing. A recent U.S. District Court ruling has temporarily paused the enforcement of this filing. We'll discuss what this means for you, whether you've already filed or still need to. In this episode, we discuss: The Beneficial Ownership Interest filing requirement and its enforcement status. Legal entities formed before January 1, 2024, were originally required to file by December 31, 2024, to avoid penalties and fines. The enforcement has been temporarily blocked as of December 3, 2024, by a U.S. district court ruling in the case of Texas Top Cop Shop, Inc. v. Garland. The suspension of the filing requirement is temporary, and it’s unclear whether it will become permanent or lifted, potentially introducing a new filing deadline. The filing requirement was created as part of the Corporate Transparency Act to prevent shell companies and gather information about the owners of legal entities. Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner. Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices. Website: LinkedIn: Facebook: Twitter:
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Exploring Bucket Lists and Travel Dreams with Sean O'Rourke
12/09/2024
Exploring Bucket Lists and Travel Dreams with Sean O'Rourke
This week Stephanie Rodin chats with her guest, Sean O’Rourke. The two chat about their adventurous bucket list dreams, discussing everything from cross-country road trips and touching the pyramids of Giza to hiking to Everest Base Camp and exploring Easter Island. In this episode, we discuss: Stephanie and Sean describe their top five bucket list items. Memorable Life Plans and Legacy. The importance of planning personal and professional goals amidst negativity. They discuss how sharing their writing intentions will help turn them into reality. From bar muscle-ups to learning languages, Sean and Stephanie explore personal growth. With all these aspirations, Sean and Stephanie stress the power of accountability. Sean O’Rourke is a Cyber Liability consultant for Combs & Company, an insurance brokerage and consultancy for small- and mid-sized businesses. Sean works with companies to mitigate the myriad of financial risks posed to their technology and data by internal and external threats. Sean has been in and around IT for almost 30 years, so he has a unique perspective on cyber liability and the potential disruptions faced by businesses in today’s interconnected world. He’s also well versed in the growing cyber regulatory landscape, lending an experienced voice to the growing obligations companies and officers face when it comes to cyber incidents. Sean gives frequent talks on the business impacts of cyber events; he’s a long-time mentor to students at his alma mater, Washington & Lee University, and through Baruch College's Executives on Campus mentoring program; and he’s a CrossFit & Spartan coach.
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Streamlining Dental Practices with Offshore Talent: A Conversation with Lola Gazivoda
11/11/2024
Streamlining Dental Practices with Offshore Talent: A Conversation with Lola Gazivoda
This week Stephanie Rodin chats with her guest, Lola Gazivoda. The two chat about Lola's journey from a banking executive to an innovative entrepreneur, launching a company that helps dental and medical practices significantly reduce payroll costs. We explore the benefits and intricacies of offshore staffing, the importance of data security and HIPAA compliance, and how her services are making waves in the dental industry. In this episode, we discuss: Discover how Lola transitioned from a successful banking career to helping U.S. businesses, particularly in the dental and healthcare sectors, find highly skilled talent in Albania. Get an in-depth look at what dental practice owners should consider when thinking about offshore resources, including data security and HIPAA compliance. Using offshore talent can save dental practices between 50% to 80% on typical U.S. payroll costs. This significant reduction in labor costs allows practices to reinvest in their growth and operations Learn about Lola’s incredible journey from Albania to becoming a top banking executive in the U.S. and eventually founding Bota Consulting Group. Hear how Bota Consulting Group handles everything from recruitment to HR management, ensuring seamless integration and ongoing support for their clients. Lola Gazivoda is the founder and CEO of Bota Consulting Group, an offshore recruiting, consulting, and management firm that sources top talent from her home country of Albania for remote positions with U.S. businesses, saving them 50-80% on typical U.S. payroll costs. With nearly 20 years of experience in the banking industry, Lola has an extensive background, including an 11-year tenure at M&T Bank where she served as a Senior Vice President within the Business and Professional Banking Group in Westchester. Prior to M&T, she held positions at Chase and Capital One. Born and raised in Albania, Lola relocated to the USA at the age of 14 without knowing a word of English, starting high school in the Bronx. She is deeply proud of her heritage and actively participates in community nonprofits both within the Albanian community and the broader Greater NYC area. In 2020, she was recognized as a “40 Under 40 Rising Star” by the Westchester Business Council. Lola has served on the boards of the Childcare Council of Westchester and the Westchester chapter of Vatra, and she is currently a board member of the Business Initiative Corporation of New York and the Westchester Medical Center Foundation. She resides in Bedford with her husband John and their three children – Daniel, Nicoleta, and Julia. Website: Personal: Business:
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Noncompete Clauses and the Supreme Court Decision: What You Need to Know
11/04/2024
Noncompete Clauses and the Supreme Court Decision: What You Need to Know
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about the non-compete clause. In this episode, we discuss: How the varying enforceability of noncompetes across states might affect a business that operates in multiple states. Why FTC's ruling was deemed unenforceable and null and void by the Supreme Court. The Supreme Court's ruling on the Loper case in July 2024 and it’s impact on other states. The constitutional and statutory interpretations that were questioned and why the courts found these arguments compelling. The potential legal advice, the importance of understanding the clause's limitations, and strategies for negotiating terms. The Importance of scrutinizing existing and new employment agreements. Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner. Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices. Website: LinkedIn: Facebook: Twitter:
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Playing Rubix Cube with Immigration Laws
10/14/2024
Playing Rubix Cube with Immigration Laws
This week Stephanie Rodin chats with her guest, Eric Lorenzo. The two chat about shifts in new interpretations of the rules in immigration over the last 16 years, how greatly who is in office affects those changes, and what he would change about the immigration process. In this episode, we discuss: How he acquired an interest in immigration, and the deep roots where that began What shifts he has seen in new interpretations of the rules in immigration over the last 16 years What changed about the immigration process during Trump’s presidency Why he was recruited to deal with the migrant crisis while Trump was in office How The Family Unity Executive Order passed by Biden impacted Lorenzo’s practice and the lives of many of his clients How long the process of gaining citizenship may take, based on what type of green card is being applied for and which branch of the government is being gone through What Eric would change about the immigration process Eric Lorenzo has been an immigration lawyer for 16 years and currently runs his own practice in Midtown Manhattan. He has represented and consulted several small and large companies, including publicly traded companies on their immigration issues regarding their employees. He graduated from the Delaware Law School in 2007 where Joe Biden was a professor. He was recruited to work with Mayor Eric Adams’s office to deal with the migrant crisis in New York City. He has spoken numerous times on various employment based and family based immigration topics with the American Immigration Lawyers Association. Website: Disclaimer: The content of this podcast is not intended as advice, it is my recommendation when applying for any benefits with US Immigration to always speak with and retain a competent immigration attorney prior to filing.
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NY’s New Rules on Medical Payment Consents
10/07/2024
NY’s New Rules on Medical Payment Consents
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about an important update concerning the New York State Health and Mental Hygiene Bill, particularly the new rules coming into effect on October 20, 2024, that impact how healthcare providers manage patient consent forms and credit card payments. In this episode, we discuss: Overview of the new rules Restrictions on credit card pre-authorizations Guidelines for assisting patients with financial products Separate consents for treatment and payment Impact on fee-for-service practices Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner. Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices. Website: LinkedIn: Facebook: Twitter:
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Business Therapy
09/16/2024
Business Therapy
This week Stephanie Rodin chats with her guest, Ivy Slater. The two chat about the four pillars of a business - finance, team, marketing, and sales - and offers a deep expansion on all topics, offering the tools for business’ alignment, growth, and scalability, and peace. In this episode, we discuss: What Slater Success does, and how they help their clients to scale, ensure long-term growth, and set them up for succession planning What business owners should be looking to run a “good, solid company” What four parts of a business determine scalability How to make sure your marketing is working with your growth and sales Why infrastructure is so important to where your business is and where it’s going How to bob and weave with your obstacles, and how to override fear and uncomfortability What you’ll find in Ivy’s new book, releasing soon A tip from Ivy on owning a business and keeping it in growth Ivy Slater is a professionally certified business coach, speaker, best-selling author and podcast host. After owning and operating a 7-figure printing business, having been in the industry for 20 years, she started Slater Success which focuses on developing great leaders and facilitating business growth and expansion. Ivy holds masterminds and retreats with her private client base and corporate training on communication and strategic planning. She speaks nationwide on the topics of leadership, sustainable growth, relationships and sales. Best Selling Author of Website: LinkedIn: Facebook: Instagram: Pinterest: Twitter: YouTube: Her Success Story Podcast:
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The Impact of Social Media on Your Business
09/09/2024
The Impact of Social Media on Your Business
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about social media and the impacts it can have on your practice. In this episode, we discuss: When an employee's social media content becomes problematic for the employer Employer responsibility for their employee’s social media content How to set up a social media policy for your business in order to protect yourself How to best plan the monitoring and notice to employees in regards to their conduct on and off the premises Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner. Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices. Website: LinkedIn: Facebook: Twitter:
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Bookkeeping Your Life
08/12/2024
Bookkeeping Your Life
This week Stephanie Rodin chats with her guest, Judy Heft. The two chat about how Judy fell into the financial world 28 years ago by saying yes to everything, and the financial concierge and forensic bookkeeping services that are offered by Judith Heft & Associates. In this episode, we discuss: How she fell into the financial world 28 years ago by saying yes to everything The wide range of people and businesses that Judy and her team help and what they do for them Why it’s important to run a household in the same way you would run a business How spending plans are set up with clients, and how often they revisit for revision What differences can be found in managing the financials of married couples, seniors, and retirees What financial concierge and forensic bookkeeping services are offered by Judy’s company What knowledge can be found in Judy’s books Judy Heft is the founder and president of Judith Heft & Associates celebrating over 28 years helping high net-worth individuals and small businesses with bookkeeping and bill pay. She is an author, financial organizer, bookkeeper, and much more. In her role as a professional and personal financial organizer, Judy combines her talents and experience in organization and financial assistance. Recognizing the unique needs of each of her clients, Judy steps in with customized organization services, including bill paying, financial record keeping, tracking of expenses and contributions, and related correspondence with banks, vendors, insurance companies and healthcare providers. Her books, “How to Be Smart, Successful and Organized, For a Better Today and Tomorrow,“ and “Mastering Your Financial Lifecycles: How to Successfully Manage Money in Every Decade of Life,” are available on Amazon. EMAIL: [email protected] LINKEDIN: WEBSITE: FACEBOOK: INSTAGRAM: YOUTUBE:
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Employees vs. Independent Contractors - Have You Misclassified Your Workers?
08/05/2024
Employees vs. Independent Contractors - Have You Misclassified Your Workers?
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about the potential of misclassifying an employee as an independent contractor. In this episode, we discuss: What the difference is between an independent contractor and an employee (1099 vs W2) What information should be considered when making this determination What are the potential risks of misclassifying a worker What consequences you can face as a result of a misclassification Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner. Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices. Website: LinkedIn: Facebook: Twitter:
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Mastering Financial Planning with Robert Schlesinger
07/15/2024
Mastering Financial Planning with Robert Schlesinger
This week Stephanie Rodin chats with her guest, Robert Schlesinger. The two chat about the intricacies of financial planning, Tempus Financial’s department dedicated specifically to MD’s, and risk management tools that can best prepare you for the future. In this episode, we discuss: What got him into finance, and drew him to the financial planning niche Why Tempus Financial has a whole department dedicated to MD’s Why early saving and planning is so imperative to healthcare practitioners Robert’s advice on handling student loans What risk management tools can protect you for the future Why we should all be having financial conversations with the future version of ourselves Originally from Long Island NY, Rob graduated from the University of Florida with a Bachelor's degree in Finance and a Master's degree in International Business. Rob’s mission is to guide his clients and alleviate the financial pressures that emerge when starting and growing a family. Rob also works with small and medium sized businesses, providing creative solutions to minimize taxes and maximize savings. He currently resides in Brooklyn with his family. He enjoys running, building magnatile houses with his kids, playing fetch at Prospect Park with his dog, and exploring new restaurants and travel destinations with his wife. Website: Podcast: The Tempus Podcast Disclosures: stay tuned
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S-Corp
07/08/2024
S-Corp
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about S-Corps, and explain the differences between an S-Corp, a PC, and a PLLC. In this episode, we discuss: What legal entities can be used in New York state How different entities are treated for tax purposes At what point you can indicate how you want your legal entity to be taxed Who can best help you understand the best type of legal entity for your business Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner. Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices. Website: LinkedIn: Facebook: Twitter:
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The Non-Compete Clause: What It Really Means with Stephanie Rodin
06/17/2024
The Non-Compete Clause: What It Really Means with Stephanie Rodin
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about the non-compete clause, a topic that’s gotten some play in the press and is creating some problems for practices and individuals alike. In this episode, we discuss: What non-competes are used for and what they restrict What courts have looked for in the past in determining the legitimacy of the non-compete in the business The FTC’s final non-compete rule, and what it all really means When the rule goes into effect, and what happens when it does Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner. Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices. Website: LinkedIn: Facebook: Twitter:
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Navigating Commercial Real Estate Financing & Retirement Planning with Jay Biss
06/10/2024
Navigating Commercial Real Estate Financing & Retirement Planning with Jay Biss
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: What services Valley Bank provides for small businesses What issues regularly present themselves in financing real estate How he manages to be the quarterback, coach, and wide receiver for his clients Who you want in your corner when purchasing commercial real estate What the bank requires to be able to make it to the closing table The question that is always asked at the beginning of a transaction How best to set yourself up for retirement, as far as earlier agreed upon terms in purchased property 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:
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Beneficial Ownership Information with Stephanie Rodin
05/13/2024
Beneficial Ownership Information with Stephanie Rodin
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about something that was put into place by a new federal requirement for legal entities, which relates to beneficiary ownership information. In this episode, we discuss: What sits under the umbrella of legal entities What they need to do to Where you can find more information about this topic: What the Corporate Transparency Law actually is The requirements of when and what you need to report What adjustments may be made due to the recent case calling it unconstitutional Where you can report your ownership interest: Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner. Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices. Website: LinkedIn: Facebook: Twitter:
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Credit Card Processing Fees - Consumer Responsibility?
04/08/2024
Credit Card Processing Fees - Consumer Responsibility?
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I speak to you about credit card merchant fees being passed on to the consumer. Some questions have come up as far as how one is able to do this and its legality. In this episode, we discuss: What disclosures need to be in place What the penalty is for lack of disclosure What transparency need to be in place, as far as the new law is concerned What differences can be found in card types and capping How to make sure your business is doing this correctly Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000 with a majority of that time assisting the healthcare practitioner. Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices. Website: LinkedIn: Facebook: Twitter:
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The Personal Finance Touch with Matthew Stack
08/24/2023
The Personal Finance Touch with Matthew Stack
This week Stephanie Rodin chats with her guest, Matthew Stack. The two discuss his expertise and experience in the financial space, what we should look for in a firm and what sets TATRA apart, and what we can do to best prepare for our own financial future. In this episode, we discuss: What drove him to want to start his own firm, and what steps led him to finding his why How he found where the real financial need is, and what sets TATRA apart A brief education into the financial space and all of its acronyms What benefits can be found in a fee-only financial firm, and what we should look for when looking for a firm that best supports our individual interests What ways the industry has evolved in Matthew’s career, and the niche he found within those changes What lessons he has learned along the way What’s so inspiring about his outlook on the next recession Matthew’s journey to becoming a CERTIFIED FINANCIAL PLANNERTM began with a question – “How well do we direct our lives based on goals and values?” This was a question posed to Matthew while enrolled in Columbia Business School’s Personal Leadership program and led him to uncover his “why”: doing impactful work that makes a difference in peoples’ lives, while leading by example for his children to give them the courage to pursue their own dreams. This culminated in Matthew founding TATRA Wealth. Matthew combined his passion for finance and personal development to help others gain clarity on their goals and use money as a tool to achieve their vision of a life well-lived. As a former college football player, Matthew believes in the importance of a collaborative, team-based approach with clients. Matthew draws on his 13+ years of financial services experience to build and implement values-based plans for individuals and families that provide peace of mind. Matthew’s experience working in investment banking and corporate strategy enables him to share a unique business perspective with entrepreneurs to maximize the potential of their most valuable asset. Website: Facebook: LinkedIn: Twitter:
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Power of Attorney with Stephanie Rodin
08/10/2023
Power of Attorney with Stephanie Rodin
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about the power of attorney, which gives someone the authority to act for another in specified matters, which may be legal, financial or both. In this episode, we discuss: What a power of attorney may be drafted for How to choose the right attorney to draft this agreement for you What advantages and disadvantages one might come across in these matters What to be careful of in the wording of this document How to choose your power of attorney, and what they should be aware of At what age you should prepare your POA Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 1998, with a majority of that time assisting the healthcare practitioner. Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices. Website: LinkedIn: Facebook: Twitter:
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Construction Conversion
05/18/2023
Construction Conversion
Peter Morandi This week Stephanie Rodin chats with her guest, Peter Morandi. The two chat about Peter’s background and expertise in construction, what to consider when building and converting spaces into medical offices, and why to include contractors and architects in conversations at the very beginning of starting a practice. In this episode, we discuss: Why it’s best for businesses to include contractors in the conversation before they begin looking for their offices What conversion of retail space into medical office space entails, and how it is beneficial to both retailers and medical practices What delays can be anticipated in the construction of this work, and how to stay ahead of it How the industry of contracting was affected by the pandemic, and what changes have remained What surgery centers’ infrastructure costs to build or convert How construction as a whole has evolved since the beginning of Peter’s family business started Peter Morandi, CEO of LEED AP, comes from a long line of contractors. Growing up just outside Boston, he watched his father, grandfather, uncles and cousins build the business by managing workers’ personalities, keeping the equipment running and living up to clients’ expectations. He learned a lot in those formative years, and never doubted that construction would be his life’s work. Peter studied Construction Management and Engineering at Roger Williams University and headed south to New York shortly after graduation. After 10 years as a construction manager, director of operations and chief operating officer for a leading NYC contractor, Peter started Eastman Cooke in 2009. Taking great pride in his team and projects, he runs the company with a focus on collaboration, innovation, safety and reliability. He believes in asking clients the right questions, creating solutions, and delivering projects without surprises. Website: LinkedIn: Facebook:
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