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  • The Tax Plan: Save $7,5000 with the electric vehicle tax credit!
    2024/11/05

    The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we discuss the EV tax credit! Learn if you qualify, how to claim it, and some tips designed to maximize your taxes saved with this credit. Do everything right, and get up to $7,500 back on your taxes this year!

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    19 分
  • October snaps a 5 month streak! Nvidia gets a cool little nod, And, the creepy Aunt from James in the Giant peach!!!!
    22 分
  • Market news, performance up up up and.... still up? And, How to learn if your advisor is hiding dirty secrets from you!
    15 分
  • 2 Gents 2 Cents: When is it time for insurance?
    2024/10/23

    Brandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we talk about insurance :when you should get it, what type of insurance you need, and why insurance as an investment is a terrible option.

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    26 分
  • The Tax Plan: Rental real estate taxation and how to legitimize your rental as a business activity
    2024/10/21

    The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we discuss rental real estate. Learn some key concepts to understand if you rent out your personal residence during the year. And, learn the IRS rules for treating rental properties as business activities, qualifying you for the QBI deduction, more write offs, and active loss recognition!

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    24 分
  • Wait a second, how high could the S and P Go?!?! what are trumps economic plans for Tariffs? and, Historical election year performance!
    21 分
  • 2 Gents 2 Cents: When is it time to sell?
    2024/10/16

    Brandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we talk about a constant worry of investors, "is it time to sell?" Let's dive into how different investors answer this question and whether or not any investor can beat the market and perfectly time their investments.

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    33 分
  • The Tax Plan: Traditional vs "Roth" retirement accounts and how to choose which is best for you
    2024/10/15

    The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we discuss "traditional" vs "roth" contributions to retirement accounts, such as 401(k)'s and IRA's. Learn how both contributions to and withdrawals from these accounts differ, and gain the knowledge necessary to make the right account choice for your situation! Plus, a bonus pop culture analysis of some "Love Is Blind" financial advice. Hint: don't take your financial advice from reality tv!

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    20 分