What are elder abuse concerns for estate planning?

posted by michaelgraycpa @ 9:58 AM
April 17, 2014

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, April 18, is with attorney Francis Burton Doyle of WealthPLAN. Our interview subject is “”Elder abuse issues in estate planning.” 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.

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What developments have happened for Family Limited Partnerships and LLCs?

posted by michaelgraycpa @ 7:50 AM
April 9, 2014

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, April 4, is with attorney Francis Burton Doyle of WealthPLAN. Our interview subject is “”Developments for Family Limited Partnerships and LLCs.” 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 basics should you know about employee stock options?

posted by michaelgraycpa @ 7:43 AM
April 2, 2014

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, April 4, is with attorney Mary Russel of Stock Option Counsel. Our interview subject is “Employee Stock Option Basics.” 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.

Why emotions matter when resolving financial disputes

posted by michaelgraycpa @ 8:30 AM
March 26, 2014

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, March 28, is with attorney and psychologist Stephen H. Salmeyer.. Our interview subject is “Why emotions matter when resolving financial disputes.” 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 collaborative team help preserve your legacy to your heirs?

posted by michaelgraycpa @ 7:27 AM
March 19, 2014

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, March 21, is with attorney Alan L. Nobler. Our interview subject is “How a collaborative team can help preserve your legacy.” 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 do you set family financial goals and reach them?

posted by michaelgraycpa @ 7:35 AM
March 12, 2014

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, March 14, is with Dick Blakeley of The Blakeley Group, Inc. Our interview subject is “Setting family financial goals and reaching them.” 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 should you report foreign assets to the IRS?

posted by michaelgraycpa @ 9:05 AM
March 6, 2014

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, March 7, is with attorney and retired CPA David Howard of Hoge, Fenton, Jones & Appel. Our interview subject is “Properly reporting foreign assets.” 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 you fix IRS problems from failing to report foreign assets?

posted by michaelgraycpa @ 15:37 PM
February 26, 2014

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, February 28, is with attorney and retired CPA David Howard of Hoge, Fenton, Jones & Appel. Our interview subject is “Fixing IRS problems for reporting foreign assets.” 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 same sex couples know for 2013 tax reporting?

posted by michaelgraycpa @ 9:16 AM
February 19, 2014

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, February 21, is with Professor Patricia Cain of Santa Clara University School of Law.. Our interview subject is “Tax issues for same sex couples 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 should you handle retirement accounts after a death?

posted by michaelgraycpa @ 12:16 PM
February 12, 2014

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, February 14, is with attorney Raymond Sheffield of the Sheffield Law Office. Our interview subject is “Handling retirement accounts after a death.” 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.