The IRS released information in Notice 2022-36 that permits taxpayers to have the failure-to-file penalties removed from their returns for 2019 and 2020. This penalty relief (and subsequent refunds) will be automatic, according to the [...]
There are many tax breaks that come with real estate investing. There may be tax deductions available when you make the purchase, when you own and operate it as a rental and when you wish [...]
Please click below to obtain your free copy of: The Ultimate Solo 401(k) Tax Guide: Tax Strategies and Tips to Maximize the Plan’s Assets 401(k)
Here is a link to a recent webinar that I did with Garnaco Inc. In it I discuss some of the tax strategies associated with retirement plans that you can implement today. Save for retirement [...]
Considerations for Student Loan Forgiveness. At a recent presentation I was asked on multiple occasions about the possibilities of getting one or more student loans forgiven. These questions came right after I showed a slide [...]
It is never too late to start financial planning. Money in, money out and what is the net at the end of the day? 2021 Personal Tax and Financial Planning
Episode 7: Interested in investing in real estate or already have a rental property or two? This week's show ("Win the Tax Game") features Chris Lopez- an expert in Denver real estate- as we discuss [...]
Episode 6: Win the Tax Game. In this 40 minute presentation, I discuss choice of business entities for real estate investors and some common missed tax deductions with Attorneys Stephanie Long and Peter McFarland. https://www.youtube.com/watch?v=wjosqKJCP8k
Episode 5: Win the Tax Game. On this episode, Attorney Peter McFarland joins me for a discussion on choice of business entity- very valuable information for any new business- LLC, corporation or something else? https://www.youtube.com/watch?v=e9Ct6KnVF3M
Episode 3: Win the Tax Game How to deal with an IRS audit with my Special Guest Tax Attorney John McGuire https://www.youtube.com/watch?v=lB1HlrjoM88
