How High Income Gay Couples Avoid The Marriage Tax Penalty
Tax planning is a major part of LGBTQ Wealth Management. Gay financial advisor David Rae outlines how to minimize the pain of the gay marriage penalty.
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.
Tax planning is a major part of LGBTQ Wealth Management. Gay financial advisor David Rae outlines how to minimize the pain of the gay marriage penalty.
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.
Are you lucky enough to have incentive stock options? Want to know more about this valuable employee benefits? Read this post about stock options.
High earners are getting hit with the Affordable Care Act Surtax. How to avoid the Obamacare surtax aka Medicare Surtax that is terrible for your tax bill.
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.
I’m going to guess that you probably aren’t volunteering for a tax break. Could you do more if you had a little extra time? Or a bit more money in your pocket? Tracking your volunteering expenses may help you free …
Tax Audit Risk The only thing people hate more than filing their taxes might just be an IRS Audit. Learning of a large tax bill would probably take third place. In reality, the risk of being audited is quite low. …
Spectrum News Tips for Tackling Tax Returns this Tax season. David Rae and Alex Cohen Inside the issue
With Marriage Equality come more options for Gay Retirement Planning. LGBT Retirement Expert David Rae outlines how love wins for gay couples.
Maximize Your Tax Refund – Or should you just Blow It? Are you looking to put your tax refund to good use? Here are a few tips to maximize your tax refund, rather than just blowing it. David Rae Financial …
Tax Season 2021 is here- and that means you may be asking- Should I put my taxes on a credit card? For those of you who love racking up airline miles or earning cash back, paying your taxes on a …
Financial Planner Shares Tips to Maximize Your Retirement Income by making smart Required Minimum Distribution choices.
I’m hoping someone you know WON THE $700 million dollar Powerball Lottery Jackpot. I’d still be excited if you won the small prizes of a million bucks or so. Still a pretty good day. Powerball Tips for any winner. As …
Tax Day is April 15,2019. Tax Expert David Rae is on Good Day LA with some last minute tax tips. Video from Fox 11 with Araksya Karapetyan and Tony McEwing.
© 2024 Financial Planner Los Angeles
This site has been published for residents of California (Insurance License # OE10562), Arizona, Ohio, Florida, and Colorado. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security investment or instrument or to participate in any particular trading strategy. Securities and investment advisory services offered through DRM Wealth Management LLC a Registered Investment Adviser. The videos, articles and other content maintained on this site as well as the opinions voiced in this material are resources for educational and general informational purposes only and are not intended to provide specific advice or recommendations for any individual. No information on this site constitutes financial advice and should not take the place of consulting with a certified financial planner and tax, legal or other financial advisor. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.