Tax planning ideas for individuals, businesses, estates and trusts, Ideas for building an extraordinary business, News about Financial Insider Weekly television series episodes

Read More

Reporting requirements for foreign bank and brokerage accounts

Posted June 27th, 2011 by admin

This week’s interview on Financial Insider Weekly is with attorney and retired CPA David Howard of Hoge, Fenton, Jones & Appel. Our interview subject is, “Information reporting requirements for foreign bank accounts and foreign trusts”.

Tags: , , , , , ,

Filed under:Financial Insider Weekly, Individual income tax

Tax considerations for selling your residence

Posted June 6th, 2011 by admin

This week’s interview on Financial Insider Weekly is with attorney G. Scott Haislet. Our interview subject is, “Tax considerations of selling your residence”.

Tags: , , , , ,

Filed under:Financial Insider Weekly, Individual income tax, Personal Financial Planning, Real Estate, Tax matters

How should you handle retirement accounts after a death?

Posted May 31st, 2011 by admin

This week’s interview on Financial Insider Weekly is with attorney Naomi Comfort of Hawks & Comfort. Our interview subject is, “How to handle retirement accounts after a death”.

Tags: , , , , , ,

Filed under:Estate Planning, Financial Insider Weekly, Personal Financial Planning, Roths and IRAs

What estate planning steps should be done for retirement accounts?

Posted May 2nd, 2011 by admin

This week’s interview on Financial Insider Weekly is with Raymond Sheffield, attorney at law with the Sheffield Law Office. Our interview subject is, “Estate Planning For Retirment Accounts”.

Tags: , , , , , ,

Filed under:Estate Planning, Financial Insider Weekly, Personal Financial Planning, Roths and IRAs

California conforms to employee medical exclusion

Posted April 13th, 2011 by admin

California enacted AB36, conforming California tax law retroactively with the federal exclusion under health care reform for employee medical insurance covering adult children up to age 26.

Tags: , , , , ,

Filed under:Individual income tax, Medical Insurance, Tax matters

How to make federal tax payments on the internet

Posted April 4th, 2011 by admin

With our busy schedules, many taxpayers want the conventience of making tax payments online. The tax authorities have worked hard to make online tax payment options available.

Tags: , , , , , ,

Filed under:Individual income tax, Tax matters

Where do you report Roth conversions?

Posted March 31st, 2011 by admin

Report Roth conveersions at Part II of Form 8606.

Tags: , , , ,

Filed under:Individual income tax, Roths and IRAs, Tax matters

What are special income tax problems for same sex couples in Community Property states?

Posted March 14th, 2011 by admin

This week’s interview on Financial Insider Weekly is with Professor Patricia Cain of Santa Clara University School of Law. Our interview subject is, “Income tax problems for same sex couples in Community Property states”.

Tags: , , , , , , ,

Filed under:Financial Insider Weekly, Individual income tax, Personal Financial Planning, Tax matters

How can you invest in real estate using your IRA or Roth account?

Posted February 28th, 2011 by admin

This week’s interview on Financial Insider Weekly is with Lamarr Baxter of Entrust Administration. Our interview subject is, “Investing in real estate using your IRA or Roth account.”

Tags: , , , ,

Filed under:Financial Insider Weekly, Real Estate, Roths and IRAs

What records are required to preserve your tax deductions?

Posted January 12th, 2011 by admin

We are required to document the Payment and the Purpose for the items that we deduct. This means you shouldn’t throw away your documents immediately after your income tax returns are prepared and filed!

Tags: , , , ,

Filed under:Individual income tax, Tax matters