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30-Day Action Plan to Slash Your Taxes

November 18, 2014 @ 11:32 am posted by Amanda Han CPA ( Tax Strategist)

Want to know what the best kept secret is to saving big on taxes? The answer is: Year-end Tax Planning If you don’t know what it is or if you have never done it before with your tax advisor, you may be overpaying your taxes. As we head into the holiday season, time is running  Continue

Is it a Good Idea to Gift Assets to the Next Generation?

November 11, 2014 @ 12:06 pm posted by Amanda Han CPA ( Tax Strategist)

As the holiday season approaches and we get ready for family gatherings, one of the questions that often comes up is whether it is a good idea to gift “assets” to the next generation. The answer is: It Depends. Before we get into the strategy side, we wanted to give you a chance to sign  Continue

Beware of the IRS Scams

October 28, 2014 @ 10:03 am posted by Amanda Han CPA ( Tax Strategist)

Today we wanted to share a very important story with you that we recently encountered at our office. One afternoon, we received a call from our client Julie. She was in full panic mode as a result of a phone conversation with the “IRS” and we couldn’t blame her. Late Friday afternoon the phone rang  Continue

8 Signs You May be Overpaying Your Taxes

October 16, 2014 @ 12:26 pm posted by Amanda Han CPA ( Tax Strategist)

It is scary to think that the average American loses more money to taxes each year than we do on food, clothing, and shelter combined. This year, we have been getting tons of calls from business owners and investors who feel they may have overpaid in taxes. The silver-lining with this is that as a  Continue

The Battle for the Title: QRPs vs. IRAs

October 9, 2014 @ 12:17 pm posted by Amanda Han CPA ( Tax Strategist)

There has been a lot of buzz in the community about some of the benefits of QRPs. What exactly are QRPs? Do these benefits really exist? Or is it another scam of the month that we should all be weary of as real estate investors? The good news is…QRPs do actually offer a lot of  Continue

Eight Tax Loopholes Using Lease Options

October 2, 2014 @ 2:06 pm posted by Amanda Han CPA ( Tax Strategist)

Believe it or not, one of the questions that we get asked very often is “What exactly is a Tax Loophole?” It’s simple – a loophole is a tax incentive provided by our government as a way of encouraging the economy to grow. It should come as no surprise that the majority of tax loopholes  Continue

New Developments for CA and CA Related LLCs

September 30, 2014 @ 11:59 am posted by Amanda Han CPA ( Tax Strategist)

I wanted to first let you know that this article is not for everyone as it specifically addresses CA related issues. So who should read this article? You may want to read this if You are a CA resident, or You are thinking about becoming a CA resident, or You have a CA LLC, or  Continue

Don’t Take Your Heart Problem to Your Dentist

September 23, 2014 @ 1:41 pm posted by Amanda Han CPA ( Tax Strategist)

One of the reasons that people end up paying more than their fair share of taxes is because they simply don’t understand the tax code. Who can blame them though. With hundreds of thousands of pages, the tax code is written in a language all on its own. If you think I’m joking, you should  Continue

Save the date (Sept. 20th) and join me and Jeff

August 28, 2014 @ 12:11 pm posted by David Finkel

I wanted to share with you a victory in my business life – after just 2 weeks since its release, the publisher of my new book, Scale: 7 Proven Principles to Grow Your Business and Get Your Life Back, just ordered a second printing! Thank you for all of you who have gotten a copy  Continue

New IRA Rollover Changes You Need to Know

August 26, 2014 @ 11:28 am posted by Amanda Han CPA ( Tax Strategist)

Why keep your money in the stock market with assets that you have no control over? If you can think of a good reason to do that then please let me know. My philosophy has always been that diversification may not always be a good thing. For example, if you know your local real estate  Continue

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