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    Is Your Financial Advisor Giving You The Best Tax Planning Advice?

    Does your Los Angeles Financial Advisor offer tax planning guidance? They may no even be allowed to offer tax saving tips. What you need to know to get the best tax advice.

    What To Need Know About The Roth Solo 401(k) In 2024

    How to get the most tax benefits from a Roth Solo 401(k) for your small business. Who doesn’t love tax free income.

    How To Lower Your Small Business Taxes With a Solo 401(k)

    It isn’t how much you make but how much you keep. How the Solo 401(k) can help business owners slash their tax bills in 2021.

    How The Cash Balance Pension Helps You Reduce Your Taxes And Boost Retirement Security

    Looking for more tax deductions to help your business pay fewer taxes? A Cash Balance Pension Plan may be the keep to keeping more of your hard earned money.

    How To Open A Sep IRA With Self Employment Income

    You need to know the SEP IRA contribution limits to make sure you can minimize the taxes on your small business income.

    Your Amazing Tax Planning Questions Answered: Ask the Expert LA

    Financial Planner LA offers tax planning guidance for common tax season questions and tax law changes from the TCJA.

    Financial Planner LA Talks POWERBALL Winnings With KCAL NEWS

    Financial Planner LA is the goto resource for powerball and lottery winners. What you need to know if you received an inheritance or other windfall and want to maintain financial freedom.

    5 Financial Windfall Advice Tips + Video

    Are you coming into a big chunk of money? What to do if you get an inheritance, win the lottery or even get a nice bonus.

    The New Capital Gains Rates For 2023

    To make the best investing choices you need to know about the taxes you will owe when your investments go up. Financial Planner LA outlines the capital gains taxes on investment gains.

    Best Los Angeles Financial Advisor For You: Video

    You have found the site for the best Los Angeles financial advisor. The FUN CFP is specializes in tax planning and financial planning for the gay community.

    How To Take The Stress Out Of Taxes For Business Owners

    Minimizing taxes may be the difference between a profitable business and one that is just scraping by. You all are probably thinking, “I don’t have extra time do deal with taxes.”   I heard your concerns, and that’s why I’ve come up with seven tips that will help lower your tax bill and won’t take a ton of time.

    Stock Options Basics Get the Most From Your Benefits Now

    Are you lucky enough to have incentive stock options? Want to know more about this valuable employee benefits? Read this post about stock options.

    3.8% Obamacare Medicare Surtax and How to Avoid It.

    High earners are getting hit with the Affordable Care Act Surtax. How to avoid the Obamacare surtax aka Medicare Surtax that is terrible for your tax bill.

    Apple Stock For Apple Employees: How To Maximize Employee Stock Options

    If you are an Apple employee and do a good job, you will likely own way too much Apple stock as your career progresses.  Good problem to have, right? I mean, Apple stock has performed amazingly well over the past …

    Maximize or Spend Your Tax Refund? What is the Smart Financial Move?

    Waiting for that big tax refund to hit your bank account? You aren’t alone. An estimated 74% of people received a tax refund in 2017 and, according to the IRS, those refunds averaged about $3,000 per filer.  Should you blow …

    Tax Season Tips – Video Inside the Issues – Spectrum News LA

    Filing your taxes doesn’t have to be so stressful. Los Angeles Financial Planner David Rae shares some tax advice with Inside the Issue with Alex Cohen.

    How to Know Expenses Are Tax Deductible When You Volunteer

    I’m going to guess that you probably aren’t volunteering for a tax break. Could you do more if you had a little extra time? Or a bit more money in your pocket? Tracking your volunteering expenses may help you free …

    4 Crucial Tips to Avoid an IRS Audit via Financial Planner LA

    Tax Audit Risk The only thing people hate more than filing their taxes might just be an IRS Audit.  Learning of a large tax bill would probably take third place. In reality, the risk of being audited is quite low. …

    Spectrum News Tips for Tackling This Tax Season

    Spectrum News Tips for Tackling Tax Returns this Tax season. David Rae and Alex Cohen Inside the issue

    How Love And Marriage Will Change The Perfect LGBT Retirement.

    With Marriage Equality come more options for Gay Retirement Planning. LGBT Retirement Expert David Rae outlines how love wins for gay couples.

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