What should married couples know about Social Security?

posted by Michael Gray, CPA @ 8:43 AM
June 22, 2016

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, June 24, is with Sharon Lacy, CFP(R) and CPWA(R) of United Capital Financial Advisors. Our interview subject is “Social security concerns for married 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 are some basics you should know about Social Security benefits?

posted by Michael Gray, CPA @ 7:59 AM
June 15, 2016

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, June 17, is with Sharon Lacy, CFP(R) and CPWA(R) of United Capital Financial Advisors. Our interview subject is “Social Security 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

What are reporting requirements for foreign bank and investment account?

posted by Michael Gray, CPA @ 8:03 AM
June 2, 2016

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, June 3 and next Friday, June 10, is with attorney David Howard.. Our interview subject is “Reporting requirements for foreign bank and investment accounts.” 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 go about selling a business?

posted by Michael Gray, CPA @ 7:45 AM
May 12, 2016

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, May 13, is with business broker Greg Carpenter. Our interview subject is “Selling a business.” 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 go about buying a business?

posted by Michael Gray, CPA @ 8:44 AM
May 4, 2016

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, May 6, is with business broker Greg Carpenter. Our interview subject is “Buying a business.” 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 to do when you owe the IRS

posted by Michael Gray, CPA @ 8:59 AM
April 20, 2016

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, April 22, is with William T. Mitchell, CPA. Our interview subject is “I owe the IRS! Now what?” 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 appeal an IRS tax audit?

posted by Michael Gray, CPA @ 6:54 AM
April 13, 2016

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, April 15, is with William T. Mitchell, CPA. Our interview subject is “Appealing your tax audit.” 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 an IRS audit?

posted by Michael Gray, CPA @ 8:06 AM
March 30, 2016

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell the next two Fridays, April 1 and 8, is with William T. Mitchell, CPA. Our interview subject is “I’m being audited by the IRS! Now what?” 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 professional fiduciary help your family?

posted by Michael Gray, CPA @ 7:40 AM
March 16, 2016

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell the next two Fridays, March 18 and 25, is with Richard Lambie, professional fiduciary. Our interview subject is “The Role of the Professional Fiduciary.” 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 know about small business retirement plans?

posted by Michael Gray, CPA @ 8:43 AM
March 9, 2016

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, March 11, is with Phil Price, EA of The Price Company. Our interview subject is “Qualified retirement plans for small businesses.” 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.