Posted February 1st, 2012 by admin
This week’s interview on Financial Insider Weekly is with David Beck, CFP(R) of Bay Area Planners. Our interview subject is “How tax benefits can help finance a college education”.
Tags: college, finance, Tax matters, university
Posted January 25th, 2012 by admin
This week’s interview on Financial Insider Weekly is with David Beck, CFP(R) of Bay Area Planners. Our interview subject is “How a family can pay for a college education”.
Tags: aid, choosing, college, finance, loan, university
Posted January 18th, 2012 by admin
This week’s interview on Financial Insider Weekly is with attorney Bettie Baker Marshall. Our interview subject is “Caring for incapacitated family members and friends”.
Tags: care, elder, health, law
Posted January 18th, 2012 by admin
Financial Insider Weekly will now be broadcast in Hayward, Alameda & Fremont on Comcast channel 28 and AT&T U-verse channel 99 (Hayward) at 8 p.m. on Wednesdays and Fridays.
Tags: day, financial, insider, time, weekly
Posted January 11th, 2012 by admin
This week’s interview on Financial Insider Weekly is with Scott Haislet, attorney and CPA. Our interview subject is “Section 1031 tax-deferred exchanges of real estate”.
Tags: 1031, deferred, estate, exchange, real, Tax matters
Posted January 4th, 2012 by admin
This week’s interview on Financial Insider Weekly is with Scott Haislet, attorney and CPA. Our interview subject is, “Real Estate Professionals and Passive Activity Losses”
Tags: activity, estate, loss, passive, professional, real
Posted December 28th, 2011 by admin
This week’s interview on Financial Insider Weekly is with William Mitchell, CPA Our interview subject is, “I owe back taxes to the IRS! Now what should I do?”
Tags: collection, debt, internal, irs, owe, revenue, service, Tax matters
Posted December 14th, 2011 by admin
This week’s interview on Financial Insider Weekly is with Craig Martin, CFP(R) of The Family Wealth Consulting Group. Our interview subject is, “The role of the fee-only financial planner”.
Tags: fee, financial, only, plan, planner
Posted December 7th, 2011 by admin
This week’s interview on Financial Insider Weekly is with Craig Martin, CFP(R) of The Family Wealth Consulting Group. Our interview subject is, “Investing In Turbulent Times”.
Tags: invest, market, time, turbulent, volatile
Posted November 30th, 2011 by admin
This week’s interview on Financial Insider Weekly is with attorney Naomi Comfort of The Silicon Valley Elder Law Group, PC. Our interview subject is, “Speicial Needs Trusts”.
Tags: medicaid, medical, needs, special, trust