As Trump appeared to be determined to ruin the U.S. economy, if not the economic prosperity of the entire world, the least I can do is share a valuable tax planning strategy with you, to help at least get some …
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.
New laws change what it means to Inherit a home in California. What you need to know.
Who doesn’t love tax-free income? When you retire with assets in a Roth IRA or Roth 401(k), you will be able to take retirement income from these accounts without getting hit with income taxes. That being said, there are a …
I am excited to share this video produced by Forbes.com, which features Financial Planner LA David Rae sharing 6 ways to get even more tax-free income in retirement. Click here to WATCH VIDEO I’ve never met anyone who loves paying …
After the newish GOP Tax Plan took effect in 2018, many people are wondering, “Can I still deduct my home equity line of credit? Should I refinance to make it tax-deductible again?” Or just “How do I know if I …
Does your Los Angeles Financial Advisor offer tax planning guidance? They may no even be allowed to offer tax saving tips. What you need to know to get the best tax advice.
It isn’t how much you make but how much you keep. How the Solo 401(k) can help business owners slash their tax bills in 2021.
How to get the most tax benefits from a Roth Solo 401(k) for your small business. Who doesn’t love tax free income.
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 …
The holidays are fast approaching, which means it is time to start doing some year-end tax planning. The Tax Cut and Jobs Act will mean lower tax bills for many Americans. That does not mean you can ignore tax planning. …
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.
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.
Financial Planner LA is the goto resource for powerball and lottery winners. What you need to know if you received an inheritance or other windfall and want to maintain financial freedom.
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.
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.
You have found the site for the best Los Angeles financial advisor. The FUN CFP is specializes in tax planning and financial planning for the gay community.
Are you lucky enough to have incentive stock options? Want to know more about this valuable employee benefits? Read this post about stock options.
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