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  • The Tax Plan: Let's be thankful for family this week and talk about the child tax credit
    2024/11/25

    The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we focus on family and talk about the Child Tax Credit. Learn about what your income needs to be to earn the full amount of the credit, how to claim the credit, who qualifies, and how much this could help you at tax time. Plus, learn the basics of the Childcare Tax Credit and what to do to substantiate this credit at tax time. Happy Thanksgiving!

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    18 分
  • Investment news, WAIT THE MARKET IS GOING TO CRASH, 34 Trillion in DEBT?!!?! "Relax Dawg" - James
    17 分
  • 2 Gents 2 Cents: Let's recap our stock picks and see how the market is performing
    2024/11/20

    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 take an honest look at some of our stocks we've been watching this year to see how they've performed. Subscribers to the newsletter will recognize many of these stocks. And, let's talk about our investment philosophy and our expectations for future market performance overall.

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    59 分
  • The Tax Plan: Are my charitable contributions ACTUALLY going to be deductible??
    2024/11/19

    The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we discuss charitable contributions. Spend 15 minutes learning what contributions are deductible and why you might not be getting the tax deduction you think you are! Plus, learn a tip for what to do if your contributions in any given year aren't deductible.

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    17 分
  • Wait, I should invest in Domino's!!?!?! the Market performance for the week, AND why you should consider a green thumb!
    23 分
  • 2 Gents 2 Cents: The Great Wealth Transfer will pass on 84 TRILLION dollars in the next 20 years: will you build generational wealth or be unprepared?
    2024/11/14

    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 one of the most important market factors in recent history: the upcoming "Great Wealth Transfer" that will pass over 80 TRILLION dollars to younger generations. Statistics say most people are not prepared to effectively manage a financial windfall. Learn how to be prepared so you can avoid the common pitfalls of inheritors.

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    57 分
  • EVERYTHING is to the MOON! Veterans Day, and, how high can this bull market go?!?!
    18 分
  • 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