Michael Gray, CPA's Blog » Financial Insider Weekly

What should you know about tax considerations of short sales & foreclosures?

admin — Wed, 16 May 2012 14:39:40 +0000

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, May 18 is with attorney William Mahan. Our interview subject is, “Tax considerations of short sales and foreclosures”. 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 a professional fiduciary help your family manage trusts, estates and financial affairs?

admin — Wed, 25 Apr 2012 15:16:11 +0000

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, April 27 is with professional fiduciary Richard Lambie. Our interview subject is, “The role of the professional fiduciary”. 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 are the duties of a trustee?

admin — Thu, 19 Apr 2012 18:24:19 +0000

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, April 20 is with attorney Robert E. Temmerman, Jr. of Temmerman, Cilley & Kohlmann, LLP. Our interview subject is, “I’m an trustee! Now what?” 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 are the duties of an executor?

admin — Wed, 11 Apr 2012 14:08:01 +0000

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, April 13 is with attorney Robert E. Temmerman, Jr. of Temmerman, Cilley & Kohlmann, LLP. Our interview subject is, “I’m an executor! Now what?” 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 are basic elements for an estate plan?

admin — Wed, 04 Apr 2012 15:18:24 +0000

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, April 6 is with Raymond Sheffield, attorney at law. Our interview subject is, “A survey of estate planning basics”. 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 estate planning for retirement accounts?

admin — Wed, 28 Mar 2012 14:18:33 +0000

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, March 30 is with Raymond Sheffield, attorney at law. Our interview subject is, “Estate planning 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 estate and gift tax problems are there for a non-citizen spouse?

admin — Wed, 21 Mar 2012 15:58:51 +0000

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, March 23 is with Raymond Sheffield, attorney at law. Our interview subject is, “Estate and gift tax problems for a non-citizen spouse”. 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 a collaborative team can help preserve your legacy

admin — Wed, 14 Mar 2012 14:44:41 +0000

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, March 16 is with Alan L. Nobler, attorney at law. Our interview subject is, “How a collaborative team can help preserve your legacy”. 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 using an IRA or Roth account?

admin — Wed, 07 Mar 2012 16:15:33 +0000

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, March 9 is with Lamarr Baxter of Enrust Administration, Inc. Our interview subject is, “Making alternative investments besides real estate using your IRA or Roth 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 with an IRA or Roth account?

admin — Wed, 29 Feb 2012 16:11:24 +0000

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, March 2 is with Lamarr Baxter of Enrust Administration, Inc. Our interview subject is, “Investing 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.