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 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 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 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
Posted November 16th, 2011 by admin
This week’s interview on Financial Insider Weekly is with attorney John Hopkins of Hopkins & Carley. Our interview subject is, “How to promote community giving as a family value”.
Tags: charity, community, family, giving, legacy, thanksgiving, value
Posted November 9th, 2011 by admin
This week’s interview on Financial Insider Weekly is with attorney Naomi Comfort of The Silicon Valley Elder Law Group. Our interview subject is, “Durable Powers of Attorney”.
Tags: attorney, durable, estate, plan, power
Posted November 9th, 2011 by admin
Michael Gray will be giving a telephone seminar, “Year-End Tax Planning For Employee Stock Options”, Friday, November 25 from 1 to 2:30 p.m. Pacific Time.
Tags: employee, ISO, NQO, NQSO, NSO, option, seminar, stock, Tax matters
Posted November 2nd, 2011 by admin
On December 9, Michael Gray, CPA will be speaking about “Tax Planning For Real Estate Short Sales and Foreclosures”.
Tags: estate, foreclosure, real, sale, seminar, short, Tax matters