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Real Estate Professionals and Passive Activity Losses

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”

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Filed under:Financial Insider Weekly, Real Estate

What You Should Know About Durable Powers of Attorney

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”.

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Filed under:Estate Planning, Financial Insider Weekly, Personal Financial Planning

Live Tax Planning For Short Sales and Foreclosures Seminar

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”.

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Filed under:Individual income tax, Personal Financial Planning, Real Estate

The role of life insurance in estate and financial planning

Posted September 21st, 2011 by admin

This week’s interview on Financial Insider Weekly is with Peggy Martin, CLU, ChFC of The Family Wealth Consulting Group. Our interview subject is, “The role of life insurance in estate and financial planning”.

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Filed under:Estate Planning, Financial Insider Weekly, Personal Financial Planning

How Irrevocable Life Insurance Trusts provide liquidity and tax savings

Posted September 14th, 2011 by admin

This week’s interview on Financial Insider Weekly is with Scott Haislet, attorney and CPA. Our interview subject is, “Irrevocable Life Insurance Trusts”.

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Filed under:Estate Planning, Financial Insider Weekly, Personal Financial Planning

What are different ways that you can invest in real estate?

Posted September 7th, 2011 by admin

This week’s interview on Financial Insider Weekly is with Lori Greymont of Summit Assets Group. Our interview subject is, “Choices for investing in real estate”.

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Filed under:Financial Insider Weekly, Personal Financial Planning

How to invest in bulk bank foreclosed properties (REOs)

Posted August 31st, 2011 by admin

This week’s interview on Financial Insider Weekly is with Lori Greymont of Summit Assets Group. Our interview subject is, “Investing is bulk bank foreclosed properties (REOs)”".

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Filed under:Financial Insider Weekly, Personal Financial Planning

The role of alternative investments besides securities in a risk-managed portfolio

Posted August 25th, 2011 by admin

This week’s interview on Financial Insider Weekly is with Craig Martin, CFP(R) of The Family Wealth Consulting Group. Our interview subject is, “The role of alternative investments in a risk-managed portfolio”.

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Filed under:Financial Insider Weekly, Personal Financial Planning

Estate planning for second marriages

Posted August 1st, 2011 by admin

This week’s interview on Financial Insider Weekly is with attorney Michael Desmarais. Our interview subject is, “Estate planning for second marriages”.

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Filed under:Estate Planning, Financial Insider Weekly, Personal Financial Planning

Estate planning with 2011 and 2012 temporary changes

Posted July 25th, 2011 by admin

This week’s interview on Financial Insider Weekly is with attorney James V. Quillinan of Hopkins & Carley. Our interview subject is, “Estate planning with temporary changes for 2011 and 2012″.

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Filed under:Estate Planning, Financial Insider Weekly, Personal Financial Planning