What should you know about California’s real estate reassessment change of ownership rules?
posted by michaelgraycpa @ 7:48 AMThis week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, May 17 is with attorney James V. Quillinan of Hopkins & Carley. Our interview subject is “Tax planning for real estate change of ownership in California”. The interview will be broadcast at 8:00 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.
How does portability of a deceased spouse’s estate & gift tax exemption affect estate planning?
posted by michaelgraycpa @ 8:13 AMThis week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, May 10 is with attorney James V. Quillinan of Hopkins & Carley. Our interview subject is “Estate planning with portability of a deceased spouse’s federal estate and gift exemption amount”. The interview will be broadcast at 8:00 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.
This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, May 3 is with attorney James V. Quillinan of Hopkins & Carley. Our interview subject is “Impact of 2013 ‘Fiscal Cliff’ tax legislation on estate planning”. The interview will be broadcast at 8:00 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.
How does a “checkbook LLC” make investing IRA and Roth funds easier?
posted by michaelgraycpa @ 7:40 AMThis week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, April 26 is with attorney Jeffrey Hare. Our interview subject is “Using a checkbook LLC to invest IRA and Roth funds”. The interview will be broadcast at 8:00 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.
This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, April 19 is with attorney Jeffrey Hare. Our interview subject is “How to settle legal disputes out of court”. The interview will be broadcast at 8:00 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.
What special rules for account owners and beneficiaries apply to retirement accounts in community property states?
posted by michaelgraycpa @ 7:16 AMThis week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, April 12 is with Michael Jones, CPA of Thompson Jones LLP. Our interview subject is “Community property issues for retirement accounts”. The interview will be broadcast at 8:00 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.
What alternative investments besides real estate can be made in a Roth or IRA account?
posted by michaelgraycpa @ 7:50 AMThis week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, April 5 is with Tom W. Anderson, President of the Retirement Industry Trust Association. Our interview subject is “How to make alternative investments besides real estate in your Roth or IRA account.” The interview will be broadcast at 8:00 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.
How can you invest in real estate using your Roth or IRA account?
posted by michaelgraycpa @ 8:39 AMThis week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, March 29 is with Tom W. Anderson, President of the Retirement Industry Trust Association. Our interview subject is “How to invest in real estate using your Roth or IRA account.” The interview will be broadcast at 8:00 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.
What should you know about bankruptcy for individuals?
posted by michaelgraycpa @ 7:54 AMThis week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, March 21 is with attorney Michael W. Malter of Binder & Malter, LLP. Our interview subject is “What you should know about bankruptcy for individuals.” The interview will be broadcast at 8:00 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.
What different legal entities can be used for your business?
posted by michaelgraycpa @ 8:20 AMThis week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, March 15 is with attorney Bernard Vogel III of the Silicon Valley Law Group. Our interview subject is “Alternative forms for businesses.” The interview will be broadcast at 8:00 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.