Sep 12, 2022
You are ready to gift one of your investment properties to a family member, but unsure how to go about it.
Your son has been living in a home of yours, and paying you rent, but you want to gift him the property.
What steps do you begin to take?
Do we need to sign a new deed?
Will this affect mine or his taxes next...
Aug 29, 2022
This is a hot topic and we just added fuel to the fire.
Biden has set out to eliminate $10-20k worth of student debt.
While this helps many people now, mathematically this could potentially hurt us long term.
With thousands of students going further into debt every year, this responsibility should be on...
Aug 22, 2022
Special Edition on the “inflation reduction act of 2022” or should we call it the “we hope it doesn’t cause more debt act”?
More spending with the hopes of increasing revenue with a minimum corporate tax and increasing IRS audits – we’ll see if it works, but it rarely does.
It just reinforces we are...
Aug 15, 2022
Getting more personal with Martin James in our last installment
of part 3 of 3.
Join David and Martin in their discussion of QCDs:
How can you help your own CPA when filing?
Later they get into how to manage a step-up cost basis.
How can you manage a step-up cost basis with married couples?
This hasn't been on...
Aug 8, 2022
Join David and his Guest Martin James as they embark on a 3-part series, this is part 2 or 3.
Martin, a recovering CPA, has also projected tax changes coming at the end of 2025 due to our Marginal Tax System.
How will this affect our current bracket rates?
Have you ever thought to yourself:
What is Stealth tax?