2022 Solo 401(k) Tax Guide
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)
Retirement Tax Planning: The Solo 401(k) and IRA
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
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 [...]
Now is the Time to Make a Personal Budget!
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
Considerations for Real Estate Investors
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 [...]
Real Estate Investors and Choice of Entity/Tax Deductions
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
New Businesses and Choice of Entity
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
How to deal with an IRS audit
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
Questions to ask a new Tax Professional/Return Preparer
Episode 4: Win the Tax Game Learn how to pick a tax professional to help with your planning and preparation needs. With Special Guest Amy Hoeye, CPA. https://www.youtube.com/watch?v=iLM_gnGRScw
IRS Tax Audits: Some Rules and Strategies
Episode 2: Win The Tax Game Learn how to deal with IRS audits. With my special guest John Power, CPA. https://www.youtube.com/watch?v=j_eiF5r7WZk