We’ve all heard it’s not what you make but what you keep. Minimizing your Tax bill is a great way to shore up your financial future. In this section of the best Financial Planner LA blog, we will share Los Angeles tax planning tips and cover other tax topics.
Does even thinking about taxes make you want to scream? Taxes don’t have to be so stressful. Los Angeles Financial Planner David Rae can help you take the stress of tax planning off your plate.
How to simplify your financial life? One way is to simplify your taxes and make some easy tax planning choices to keep more of your hard-earned money.
You will see blog posts and videos from National Shows like Nightline, E! News, The Today Show, NBC Nightly News to local News from KTLA, CBS, NBC, Fox 11 and ABC 7 eyewitness news.
You can improve your finances, and achieve financial freedom. We are here to help.
Live for Today, Plan for Tomorrow. Taxes will be due sooner than you think.
Minimizing taxes may be the difference between a profitable business and one that is just scraping by. You all are probably thinking, “I don’t have extra time do deal with taxes.” I heard your concerns, and that’s why I’ve come up with seven tips that will help lower your tax bill and won’t take a ton of time.
California has some of the highest taxes in the country. Most people have no idea how california taxes capital gains. What you need to know about your investment taxes in CA.
Looking for more tax deductions to help your business pay fewer taxes? A Cash Balance Pension Plan may be the keep to keeping more of your hard earned money.
You need to know the SEP IRA contribution limits to make sure you can minimize the taxes on your small business income.
Financial Planner LA offers tax planning guidance for common tax season questions and tax law changes from the TCJA.
Should Cash Value Life Insurance be part of your retirement income plan? Financial Planner LA explains what you need to know.
Which is the Best ROTH IRA or ROTH 401k? Should I be putting more money towards my Roth IRA or Roth 401(k)? The good news is more employers are offering a ROTH 401(K) as part of their retirement plans. The …
Are you coming into a big chunk of money? What to do if you get an inheritance, win the lottery or even get a nice bonus.
California is known for being a high tax state. Will your inheritance get with an Estate Tax by California? Financial Planner LA answer your questions.
Los Angeles has just implemented a new tax on some residents when they sell their homes. This new transfer tax is in addition to plain old property taxes and capital gains taxes you will owe on the appreciation of your …
To make the best investing choices you need to know about the taxes you will owe when your investments go up. Financial Planner LA outlines the capital gains taxes on investment gains.
4 Valuable Tax Planning Strategies Gay Couples Need To Utilize For 2023 Tax Season. Two of my good friends just got gay married (or, as we call it in real life, “Married”), and of course, they asked me what this …
Are you lucky enough to have incentive stock options? Want to know more about this valuable employee benefits? Read this post about stock options.
Tax Planning is part of being self employed. Read this post to find out if you could save money on taxes with the home office deduction.
If you are an Apple employee and do a good job, you will likely own way too much Apple stock as your career progresses. Good problem to have, right? I mean, Apple stock has performed amazingly well over the past …
You don’t need to drive a pink rolls royce to benefit from The Rich Persons Pension, but you you do need to be a high income business owner.
Social Security is Changing in 2020, what you need to know this valuable source of retirement income. Written by Financial Planner LA.
Waiting for that big tax refund to hit your bank account? You aren’t alone. An estimated 74% of people received a tax refund in 2017 and, according to the IRS, those refunds averaged about $3,000 per filer. Should you blow …
Filing your taxes doesn’t have to be so stressful. Los Angeles Financial Planner David Rae shares some tax advice with Inside the Issue with Alex Cohen.
Check out these two tax day video segment from ABC 7 News. With Fiduciary Financial Advisor David Rae reporter Anabel Munoz.
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