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This week’s interview on Financial Insider Weekly is with attorney and retired CPA David Howard of Hoge, Fenton, Jones & Appel about the federal information reporting requirements for foreign investments and foreign trusts.
Tags: account, bank, FBAR, foreign, investments, reporting, trust
This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Wednesday, August 18, is with attorney and CPA Scott Haislet. We discuss Scott’s experiences helping clients with real estate short sales and foreclosures. The interview will be broadcast at 7:00 p.m. Pacific Time on Comcast Channel 15 in [...]
Tags: estate, foreclosure, real, sale, short, Tax matters
This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Wednesday, August 11, is with Professor Patricia Cain of the Santa Clara University School of Law. We discuss recent federal tax developments for California registered domestic partners. The interview will be broadcast at 4:30 p.m. Pacific Time on [...]
Tags: california, domestic, gay, lesbian, partners, registered, Tax matters
The Federal Energy Efficient Credit can reduce both the regular tax and the alternative minimum tax less certain credits for 2010. (Correction.)
Tags: alternative, AMT, credit, efficient, energy, geothermal, minimum, property, solar, Tax matters, wind
This week’s interview on Financial Insider Weekly is with Peggy Martin, ChFC and CLU of The Family Wealth Consulting Group about the role of life insurance in estate and financial planning
Tags: estate, financial, insurance, insurnace, life, planning
This week’s interview on Financial Insider Weekly is with attorney Naomi Comfort of Hawks & Comfort, LLP explaining the benefits of Special Needs Trusts
Tags: benefit, Medi-Cal, medicaid, needs, public, special, trusts
This week’s interview on Financial Insider Weekly is with attorney and CPA Scott Haislet about income tax rules for the sale of a principal residence.
Tags: home, residence, sale, Tax matters
For many taxpayers, 2010 might be their last chance to pay a “bargain” 15% federal tax rate for long-term capital gains. Individuals who have appreciated assets should consider selling them this year and paying the tax for 2010.
Tags: 2010, capital, gain, planning, Tax matters
This week’s interview on Financial Insider Weekly is with attorney and CPA Scott Haislet about tax deferred (1031) exchanges.
Tags: 1031, estate, exchange, real, Tax matters
This week’s interview on Financial Insider Weekly is with attorney Michael Malte about what you should know about bankruptcy for individuals.
Tags: bankrupt, foreclosure, sale, short