Tax planning ideas for individuals, businesses, estates and trusts, Ideas for building an extraordinary business, News about Financial Insider Weekly television series episodes
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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
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”.
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
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
On December 2, Michael Gray, CPA will give a live lunchtime seminar about “Year End Tax Planning For Employee Stock Options”.
Tags: employee, ISO, NQO, NQSO, NSO, option, seminar, stock, Tax matters
This week’s interview on Financial Insider Weekly is with John Olagues of Truth in Options. Our interview subject is, “Hedging strategies for Employee Stock Options”.
Tags: employee, ESPP, hedging, incentive, ISO, nonqualified, NQO, NQSO, option, stock
This week’s interview on Financial Insider Weekly is with John Olagues of Truth in Options. Our interview subject is, “Employee Stock Options – Basics”.
Tags: employee, ESPP, incentive, ISO, nonqualified, NQO, NQSO, option, stock, Tax matters
During the last few months, there has been a significant decline in the stock market. Some taxpayers may find that they are paying income taxes for a value that no longer exists. The Internal Revenue Code permits a reversal to be done. It is called a “recharacterization”. According to questions and answers posted to the IRS web site (www.irs.gov), the final date for the notice and transfer to be done for a 2010 Roth conversion is October 17, 2011.
Tags: conversion, ira, recharacterize, reverse, roth, undo
This week’s interview on Financial Insider Weekly is with attorney Jeffrey B. Hare. Our interview subject is, “Using a checkbook LLC to invest IRA and Roth funds”.
2011 might be your last chance to position yourself for long-term capital gains eligible for the 15% maximum federal tax rate for long-term capital gains. In addition, the 3.8% Medicare tax on investment income when adjusted gross income exceeds $200,000 for singles and $250,000 for married filing joint returns enacted as part of the Health Care Reform legislation will also become effective after 2012, so the maximum long-term capital gains rate for high-income taxpayers is scheduled to be 23.8%.
The Bush tax cuts, which were extended to 2011 and 2012 are scheduled to expire after next year.
Tags: 2011, capital, gain, plan, Tax matters