What are your rights as a beneficiary of an estate or trust?

posted by michaelgraycpa @ 7:36 AM
July 1, 2015

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell on Friday, July 3, is with attorney Michael Desmarais. Our interview subject is “Your rights as a beneficiary of an estate or trust.” The interview will be broadcast at 9:30 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org. You can find broadcast times for other San Francisco Bay Area cities and past episodes at www.financialinsiderweekly.com.

What is different about estate planning for a second marriage?

posted by michaelgraycpa @ 7:57 AM
June 24, 2015

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell on Friday, June 26, is with attorney Michael Desmarais. Our interview subject is “Estate planning for a second marriage.” The interview will be broadcast at 9:30 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org. You can find broadcast times for other San Francisco Bay Area cities and past episodes at www.financialinsiderweekly.com.

What health care developments should small business owners know?

posted by michaelgraycpa @ 10:42 AM
June 9, 2015

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell on Fridays, June 12 and 19, is with Don Pollard, CLU, ChFC of Advanced Professionals. Our interview subject is “Health care plans for small business update.” The interview will be broadcast at 9:30 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org. You can find broadcast times for other San Francisco Bay Area cities and past episodes at www.financialinsiderweekly.com.

What alternative investments can be made with a Roth or IRA account?

posted by michaelgraycpa @ 7:50 AM
June 3, 2015

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell on Friday, June 5, is with Tom W. Anderson, President of the Retirement Industry Trust Association. Our interview subject is “Making alternative investments besides real estate using a Roth or IRA account.” The interview will be broadcast at 9:30 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org. You can find broadcast times for other San Francisco Bay Area cities and past episodes at www.financialinsiderweekly.com.

Should you invest in real estate with your Roth or IRA account?

posted by michaelgraycpa @ 8:02 AM
May 28, 2015

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell on Friday, May 29, is with Tom W. Anderson, President of the Retirement Industry Trust Association. Our interview subject is “Investing in real estate using a Roth or IRA account.” The interview will be broadcast at 9:30 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org. You can find broadcast times for other San Francisco Bay Area cities and past episodes at www.financialinsiderweekly.com.

How to disagree with an IRS audit report

posted by michaelgraycpa @ 8:29 AM
May 20, 2015

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell on Friday, May 22, is with William J. Mitchell, CPA. Our interview subject is “What to do when you disagree with an IRS audit report.” The interview will be broadcast at 9:30 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org. You can find broadcast times for other San Francisco Bay Area cities and past episodes at www.financialinsiderweekly.com.

What should you do if you’re audited by the IRS?

posted by michaelgraycpa @ 8:48 AM
May 6, 2015

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell Friday, May 18 and repeated next Friday, May 15, is with William J. Mitchell, CPA. Our interview subject is “I’m being audited by the IRS! What should I do?” The interview will be broadcast at 9:30 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org. You can find broadcast times for other San Francisco Bay Area cities and past episodes at www.financialinsiderweekly.com.

What federal income tax developments should same sex couples know?

posted by michaelgraycpa @ 8:05 AM
April 29, 2015

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell Friday, May 1, is with Professor Patricia Cain of Santa Clara University School of Law. Our interview subject is “Tax developments for same sex couples.” The interview will be broadcast at 9:30 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org. You can find broadcast times for other San Francisco Bay Area cities and past episodes at www.financialinsiderweekly.com.

What federal reporting is required for foreign assets?

posted by michaelgraycpa @ 8:22 AM
April 17, 2015

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell today Friday, April 17 and rebroadcast next Friday, April 24, is with CPA and attorney David Holward of Loomis & Co., CPAs, LLP. Our interview subject is “Foreign account reporting update.” The interview will be broadcast at 9:30 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org. You can find broadcast times for other San Francisco Bay Area cities and past episodes at www.financialinsiderweekly.com.

How can a business valuation specialist save your family taxes and trouble?

posted by michaelgraycpa @ 7:58 AM
April 1, 2015

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, April 3 and rebroadcast next Friday, April 10, is with James Brown, ASA, CFP(R) of Perisho, Tombor & Brown. Our interview subject is “The role of the business valuation specialist.” The interview will be broadcast at 9:30 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org. You can find broadcast times for other San Francisco Bay Area cities and past episodes at www.financialinsiderweekly.com.