Ara Oghoorian - Podcast Details

Shows

ACap ReCap: Financial and Tax TipsTrump’s Big Beautiful Bill Passed: Here’s How It Affects Your MoneyPresident Trump’s One Big Beautiful Bill has officially passed, and it comes with sweeping changes that could directly impact your taxes, healthcare, and government benefits.The bill makes the 2017 tax cuts permanent, introduces new deductions for tip income and overtime, imposes work requirements for Medicaid and SNAP recipients, and redirects federal spending toward defense and border security. It also eliminates several clean energy tax credits while expanding fossil fuel incentives, raising questions about its long-term fiscal and social impact.In this episode, Ara Oghoorian, breaks down what the bill actually means for you...2025-07-0726 min

ACap ReCap: Financial and Tax TipsS&P 500 Explained: Why It’s Not the Only Investment You NeedThe S&P 500 index fund is simple, low-cost, and backed by decades of strong performance, but it’s not a complete strategy. Putting all your money into one index could expose you to unnecessary risks and limit your long-term growth.In this episode, Ara Oghoorian, CFP, CFA and founder of ACap Advisors & Accountants, breaks down:- What the S&P 500 really is and how it works- Why it’s a smart investment for many investors- And why diversification is still essential, even if you love the S&P 500Whether you’r...2025-06-1112 min

ACap ReCap: Financial and Tax TipsIs Gold a Good Investment in 2025?Thinking about investing in gold now? Learn the pros and cons of gold, gold ETFs, and gold IRAs.In this episode, Ara Oghoorian and Matt Crisafulli from ACap Advisors & Accountants break down everything you need to know about investing in gold. From coins and bars to gold ETFs, they explore the pros and cons of gold as an investment, its role in a portfolio, tax implications, and whether it belongs in your IRA or 401(k). If you're wondering how to invest in gold or whether gold is a good investment, this video is for you.2025-05-2003 min

ACap ReCap: Financial and Tax TipsTrump Tax Cuts 2025 ExplainedTrump tax cuts are going to be the largest in American history, and they will bring HUGE tax changes for you!President Trump is pushing hard to pass new tax legislation this year, and it could bring major changes to how you pay taxes. Whether you're a service worker, retiree, small business owner, or someone looking to maximize your paycheck, these proposed changes will affect you.In this episode, Ara Oghoorian explains the Trump Tax Cuts top priorities, which tax changes are coming, and who will benefit or lose from them. Tune in no...2025-04-2917 min

ACap ReCap: Financial and Tax TipsETNs vs ETFs: Key Differences ExplainedIn this episode, we break down the essential differences between Exchange-Traded Notes (ETNs) and Exchange-Traded Funds (ETFs). While they may seem similar, these investment products have distinct characteristics that every investor should understand. We’ll explore the benefits and drawbacks of ETNs, compare them to ETFs, and help you decide which might be the better option for your portfolio.Tune in to learn more about how these investment vehicles work and which might be right for you!Schedule a Consultation:https://www.acapam.com/contact/Fi...2025-03-2505 min

ACap ReCap: Financial and Tax TipsThe W-2, W-9, and W-4 Tax Forms ExplainedTax season can be confusing, especially when you're dealing with multiple forms like the W-2, W-9, and W-4. Each of these documents serves a different purpose, and filing the right one is crucial for ensuring your taxes are accurate.A W-2 is issued by employers to report an employee’s earnings and tax withholdings for the year. If you’re a traditional employee, you’ll receive this form to use when filing your tax return. A W-9, on the other hand, is used by independent contractors and freelancers to provide their taxpayer identification number...2025-03-2104 min

ACap ReCap: Financial and Tax TipsTreasury Bills (T-Bills) TaxationIn this podcast, we break down everything you need to know about Treasury Bills (T-Bills): from taxation to buying and selling, and what happens when they mature. We cover why T-Bills are popular, how they compare to bonds and notes, and whether they’re a better investment than CDs. You'll also learn about their tax treatment, including state, federal, and capital gains taxes, as well as how to calculate their tax-equivalent yield. Plus, we discuss how to purchase T-Bills, what happens if you sell before maturity, and whether they’re FDIC insured. Tune in for a clear and p...2025-03-1414 min

ACap ReCap: Financial and Tax TipsHomeowners Insurance: What You Need to Know to Protect Your PropertyHomeowners insurance is more than just a policy—it’s peace of mind. In this episode, we break down the essentials: what homeowners insurance covers, the key components of a standard policy, and the difference between replacement cost and actual cash value. We’ll also cover personal property protection, liability coverage, and how to find a reliable insurance agent. If you’re a homeowner or planning to be one, this episode will help you make informed decisions about protecting your home and assets.✅ Schedule a Free Consultation:https://www.acapam.com/contact/Financial Advisor in Los Ang...2025-02-2008 min

ACap ReCap: Financial and Tax TipsTrump's Tax Plan 2025Trump’s 2025 tax proposals could dramatically reshape the financial landscape for both individuals and businesses. Significant changes could include the elimination of taxes on Social Security income, tips, and overtime pay, providing relief to workers in various sectors. These proposals also extend to corporations, where Trump’s plan suggests a permanent reduction in the corporate tax rate to 21% and the full repeal of the corporate Alternative Minimum Tax (AMT). Additionally, the plan could bring new tax benefits, such as deductions for auto loan interest and expanded allowances for small businesses. While some of these measures may face uncer...2025-02-0719 min

ACap ReCap: Financial and Tax TipsUnderstanding California AB 150: Key Insights for Business Owners and TaxpayersIn this episode, we’ll explain California Assembly Bill (AB) 150 and its impact on business owners and taxpayers. Here’s what we'll cover:1. What is California AB 150?2. The Small Business Relief Act under AB 1503. Which entities qualify and don’t qualify4. How to calculate the potential tax benefits5. Important tax deadlines for AB 1506. Potential downsides to considerCheck out our blog posts:What is California AB 150: SALT Workaround:https://www.acapam.com/taxes/what-is-california-ab-150-salt-workaround/What is qualified business income tax deduction?https://www.acapam.com/we...2025-02-0511 min

ACap ReCap: Financial and Tax TipsWhat Are Index Funds and How Do They WorkIn this episode, we break down everything you need to know about index funds—what they are, how they work, and why they’re considered a popular choice for both beginner and experienced investors. We’ll explore some of the most common types of index funds, including the Dow Jones Industrial Average, the S&P 500 Index, the NASDAQ Composite, and a few international options, providing insights into their unique characteristics and benefits.We’ll also discuss the key differences between mutual funds and exchange-traded funds (ETFs), helping you understand which might be the b...2025-01-2117 min

ACap ReCap: Financial and Tax TipsWhat Are 529 Plan Eligible Expenses?In my previous episodes, I talked about what a 529 Plan is and shared its advantages and disadvantages. In this episode, we’re diving deeper into this amazing plan to uncover the full list of eligible expenses. From tuition and books to adjusted qualified education expenses (AQEE) and what doesn’t qualify, this episode has all the insights you need to make the most of your 529 Plan.ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm.Subscribe to ACap Advisors & Acco...2025-01-1308 min

ACap ReCap: Financial and Tax TipsSocial Security Benefits to Increase for Millions of Americans with This New BillIn this episode, Ara Oghoorian discusses the newly passed H.R.82 bill, the Social Security Fairness Act, and how it could significantly increase your Social Security benefits. He breaks down the key elements of the bill, including the Windfall Elimination Provision and the Government Pension Offset, explaining how they impact you. Ara also guides you through the process of calculating your benefit increase and shares insights on when President Biden might sign the bill into law, offering a clear picture of what this change means for your Social Security benefits.The Social Security Fairness Act (H.R.82...2024-12-2814 min

ACap ReCap: Financial and Tax Tips11 Year-End Tax Tips for 2024As we approach the end of the year, it's time to prepare for a financially smart 2025. Here are 11 key tax tips to consider:1. Maximize 401k contributions2. Harvest losses3. Gift $16,000 to lower your taxable estate4. Roth IRA conversion5. Defer income6. Paying for medical or college bills7. Qualified Charitable Distribution8. Charitable donations9. Donate appreciated stock10. Create a Donor Advised Fund (DAF)11. Spend your Flexible Spending Account (FSA)These strategies can help you reduce your tax liability and prepare for a more financially secure year ahead. Reach out...2024-12-1609 min

ACap ReCap: Financial and Tax TipsWhat is Dividend Yield and How is it Calculated?In this episode we talk about a dividend yield and its calculation. A dividend yield is a financial ratio used to gauge your performance and rate of return on a stock.It’s calculated by taking the total dividend paid and dividing it by the price of the stock at any given point.➝ If the price of the stock goes up and the dividend stays the same, your yield goes down.➝ If the price of the stock goes down and the dividend stays the same, your yield goes up.Schedul...2024-12-0209 min

ACap ReCap: Financial and Tax TipsETN vs ETF: What are the Differences?Exchange-traded notes are sometimes confused with exchange-traded funds, but they are very different. In this episode, we talk about exchange-traded notes (ETNs), their advantages and disadvantages, and then compare ETNs with exchange-traded funds (ETFs).Schedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CAConnect with ACap on social media:Twitter: https://twitter.com/acapam/Instagram: https://www.instagram.com/acapadvisorsaccountants/Facebook: https://www.facebook.com/ACapAdvisorsAccountants/LinkedIn: https://www.linkedin.com/company/acapadvisorsaccountants/2024-11-1505 min

ACap ReCap: Financial and Tax TipsIndex funds vs Mutual funds vs ETFs: Which one is the right choice for you?In this episode, I break down the differences between Index Funds, ETFs, and Mutual Funds to help you make a better-informed decision on which one is the right investment decision for you. Schedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CAConnect with ACap on social media:Twitter: https://twitter.com/acapam/Instagram: https://www.instagram.com/acapadvisorsaccountants/Facebook: https://www.facebook.com/ACapAdvisorsAccountants/LinkedIn: https://www.linkedin.com/company/acapadvisorsaccountants/DISCLAIMER: T...2024-11-1410 min

ACap ReCap: Financial and Tax TipsWhat are Index Funds and How to Invest In ThemIn this episode, we talk about what index funds are and how they work. We also cover the most common types of index funds, like the Dow Jones, S&P 500 index, NASDAQ, and some of the most well-known international index funds. We also discuss the differences between mutual funds and exchange-traded funds (ETFs), and guide you on how to choose the right fund for you, open an index fund account, and buy your first index fund.Schedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los...2024-11-0817 min

ACap ReCap: Financial and Tax TipsUnderstanding 529 Plan Qualified ExpensesIn this episode, we’re talking about 529 plan qualified expenses.We’ll walk you through what you can use your 529 plan for and share some helpful tips to make sure you're getting the most out of it.ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm.Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comFinancial Advisor in Los Ange...2024-11-0608 min

ACap ReCap: Financial and Tax TipsShould You Pay Off Your Mortgage?In this episode Ara & Matt explain what to consider when deciding whether to pay off your mortgage.Schedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com 2024-10-2903 min

ACap ReCap: Financial and Tax TipsElectric Vehicle Tax Credit 2024In this episode, we're going to discuss EV tax credit, and how you can qualify for it in 2024.Schedule a consultation with ACap fiduciary financial advisors:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com 2024-10-1007 min

ACap ReCap: Financial and Tax TipsMortgage Loan: Process, Documentation and Key FactorsIn this episode we talk about mortgage loans, what you need to know about getting a home mortgage. Starting from the mortgage process and required documentations to the key factors in purchasing home, we cover all the important things you need to know about mortgage loans, including what you should avoid and how you can benefit from the home mortgage if you are a self-employed or a business owner.Schedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CA...2024-09-2757 min

ACap ReCap: Financial and Tax TipsHow are Treasury Bills (T-Bills) Taxed?In this episode, we talk about Treasury Bills (T-Bills) taxation, how to buy and sell T-Bills, what happens when T-Bills mature and how to calculate their tax equivalent yield. Read the full article on T-Bills taxation at https://www.acapam.com/blog/how-are-treasury-bills-t-bills-taxed/Subscribe to ACap YouTube Channel:https://www.youtube.com/c/Acapam/featuredSchedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.c...2024-09-0514 min

ACap ReCap: Financial and Tax TipsDow Jones Industrial AverageThe Dow Jones Industrial Average is the most well-known share index in the USA. In this episode we talk about why it is so important and how to invest in the Dow.Read the full article:https://www.acapam.com/fiduciary/what-is-the-dow-jones-industrial-average-djia/Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comFinancial Advisor in Los Angeles, CACPA in Los Angeles, CA 2024-08-2907 min

ACap ReCap: Financial and Tax TipsWhat is a stock split? Are they Good or Bad for InvestorsIn this episode, we talk about the stock splits. We'll answer key questions, such as: What exactly is a stock split? What's the difference between a forward and reverse stock split? Are stock splits good or bad for investors? We'll also explore how stock splits impact your cost basis and taxes.Read Full Article:https://www.acapam.com/blog/whats-a-stock-split-and-how-does-it-impact-cost-basis/Schedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511 2024-08-2306 min

ACap ReCap: Financial and Tax TipsCash Balance Plans: What You Need To KnowCash Balance plans offer a great way to boost your retirement savings, lower your taxes, and speed up your savings during high-income years. They provide more flexibility compared to traditional pension plans, yet allow for high annual contributions and are often paired with existing 401(k)/profit sharing plans. In this episode, ACap's Matt Crisafulli is joined by Kevin Palm of Kravitz, Inc., An Ascensus Company, to discuss the fundamentals of Cash Balance Plans.What You Will Learn:Determining if your business is suitable for a Cash Balance planDifferences between a Cash Balance plan and other retirement...2024-08-0735 min

ACap ReCap: Financial and Tax TipsStock Splits: What They Are, How They WorkStock splits - are they good or bad for investors. Tune in to this episode as we cover:1. What is a stock split?2. What is the difference between a forward and a reverse stock split?3. Is a stock split good or bad for investors?4. How does a stock split affect my cost basis?5. How does a stock split affect my taxes?Read Full Article:https://www.acapam.com/blog/whats-a-stock-split-and-how-does-it-impact-cost-basis/Schedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles...2024-07-3006 min

ACap ReCap: Financial and Tax TipsWhat Is a Trust and Do You Need a Lawyer to Set It Up?In this episode we discuss:An explanation of what a trust is.Determining whether you need to set up a trust.Situations where a trust might not be necessary.Understanding the probate process.Whether you need a lawyer to set up a trust.Read full article:https://www.acapam.com/taxes/what-is-a-trust-and-do-i-need-one/Financial Advisor in Los Angeles, CACPA in Los Angeles, CASchedule a free Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com 2024-07-0107 min

ACap ReCap: Financial and Tax TipsFiduciary Financial Advisors: What You Need to KnowIn this episode, we cover several important topics related to fiduciary financial advisors. First, we explain what a fiduciary financial advisor is, detailing their responsibilities and how they differ from other types of financial advisors. Next, we discuss how you can determine if your financial advisor is a fiduciary, highlighting key indicators and questions to ask. We also explore the various ways a fiduciary financial advisor gets paid, clarifying the fee structures and compensation models they may use. Finally, we provide guidance on how to find a fiduciary financial advisor, offering...2024-06-0307 min

ACap ReCap: Financial and Tax TipsCash Balance PlansCash Balance plans offer a strategic avenue to enhance retirement savings, optimize tax efficiency, and capitalize on earning potential, particularly during high-income phases. These plans provide more flexibility than traditional pension options while enabling substantial annual contributions, often complementing existing 401(k) or profit-sharing arrangements. In this episode, ACap's Matt Crisafulli is joined by Kevin Palm of Kravitz, Inc., An Ascensus Company, to provide a comprehensive overview of Cash Balance Plans.Join us to learn:Determining the suitability of a Cash Balance plan for your businessDifferentiating Cash Balance plans from alternative retirement savings vehiclesEstimating potential savings opportunities t...2024-05-1535 min

ACap ReCap: Financial and Tax TipsWhat Are 529 Plan Qualified Expenses?Are you looking to save for your child's future education expenses? In my previous episodes, I discussed the benefits and drawbacks of 529 plans. Today, let's delve deeper into this fantastic savings option and explore the wide range of expenses it covers. Stay tuned for valuable insights on maximizing the benefits of a 529 plan!ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm.Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Bl...2024-05-0308 min

ACap ReCap: Financial and Tax TipsDonate RMD to Charity. Qualified Charitable DistributionAre you aware that you can allocate your required minimum distribution (RMD) to charity? It's a fantastic opportunity to give back! In this episode, we'll delve into:Understanding RMD and its mechanicsExploring qualified charitable distribution (QCD) and the process of donating your RMDLimits on contributions via qualified charitable distributionAdvantages of directly donating your IRA to charityReal-life examples of donating your IRA RMD directly to charityACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm.Schedule a Consultation:...2024-04-2510 min

ACap ReCap: Financial and Tax TipsWhat Are Qualified Dividends and Non-Qualified Dividends?There are a couple of key differences between qualified dividends and non-qualified dividends. The big difference lies in the taxes! Listen closely if you're ready for an in-depth explanation of how this can affect you and your finances.ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm.Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comConnect with ACap on social media:2024-04-1610 min

ACap ReCap: Financial and Tax TipsHomeowners Insurance: What You Need to KnowIn this episode, we're talking about homeowners insurance—an essential expense for protecting your property. We'll cover the basics, including what you need to know, how much coverage you should aim for, and much more!ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm.Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comConnect with ACap on social media:Twitter: https://tw...2024-04-0408 min

ACap ReCap: Financial and Tax Tips529 Plan Qualified ExpensesIn this episode we discuss the 529 plan qualified expenses. Join us as we uncover essential tips, strategies, and insights to maximize the benefits of your 529 plan.ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm.Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comFinancial Advisor in Los Angeles, CACPA in Los Angeles, CA 2024-03-0708 min

ACap ReCap: Financial and Tax Tips5 Reasons Not To Use a 529 PlanWhile the 529 plan offers many benefits, it's important to consider its disadvantages as well before making your final decision.Tune in to this ACap ReCap episode as we share 5 reasons why you shouldn't use the 529 plan.ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm. Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com 2024-02-2206 min

ACap ReCap: Financial and Tax TipsWhat is a fiduciary financial advisor?Not all financial advisors are fiduciaries. In this ACap ReCap episode, we discuss what fiduciary financial advisors do, how to determine if your financial advisor is a fiduciary, how fiduciary financial advisors are compensated, and strategies for finding one.ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California.Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comFinancial Advisor in Los Angeles, CACPA in Los Angeles, CA#fi...2024-02-1607 min

ACap ReCap: Financial and Tax TipsHow To Invest Your Cash For Maximum ProfitIn this ACap ReCap episode, we're talking about the best options for investing your cash. From traditional checking accounts to modern high-yield savings options like the US Treasury bill, we break down the pros and cons of each choice, providing valuable insights to help you make informed decisions about your money. ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm. Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City...2024-01-1808 min

ACap ReCap: Financial and Tax TipsThe Three Tax Buckets Everyone Should Have FilledIn this episode we talk about the three tax buckets: taxable bucket, tax deferred bucket and tax free bucket. Tune in now to learn why you should have all three tax buckets filled for financial success.ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm. Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com 2024-01-0906 min

ACap ReCap: Financial and Tax TipsDifferent Types of 1099 Tax Forms: Each Form ExplainedIn this ACap ReCap episode, we discuss the meaning and usage of different types of 1099 forms.ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm. Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com 2024-01-0305 min

ACap ReCap: Financial and Tax TipsDow Jones Industrial Average ExplainedIn this episode we talk about what is the Dow Jones Industrial Average (DJIA), why it is so important and how to invest in the Dow.Read the full article:https://www.acapam.com/fiduciary/what-is-the-dow-jones-industrial-average-djia/Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comFinancial Advisor in Los Angeles, CACPA in Los Angeles, CA 2023-12-2907 min

ACap ReCap: Financial and Tax Tips14 Year-End Tax Strategies for 2023Discover 14 effective year-end tax strategies for 2023 in this episode. Gain valuable tips on optimizing your finances and preparing for the upcoming year. ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm.Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comFinancial Advisor in Los Angeles, CACPA in Los Angeles, CA 2023-12-1511 min

ACap ReCap: Financial and Tax TipsUTMA, UGMA Accounts vs. 529 Plan: Which One is Best?UTMA, UGMA and 529 plans are all great ways for parents to save for their child's future. This episode will help you pick the best one for your needs!ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm.Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comFinancial Advisor in Los Angeles, CACPA in Los Angeles, CA 2023-10-3010 min

ACap ReCap: Financial and Tax TipsHome Office Deduction ExplainedIn this ACap ReCap episode, we discuss the home office deduction: who qualifies for it, what expenses are deductible, and the two methods used to calculate the home office deduction.Schedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com 2023-10-1906 min

ACap ReCap: Financial and Tax TipsWhat are the benefits of 529 plan?A Deep Dive into Education Savings. In this episode, we discuss the significant benefits of 529 plans, offering valuable insights for smarter financial planning.Schedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com 2023-10-1209 min

ACap ReCap: Financial and Tax TipsElectric Vehicle Tax Credit 2023In this episode, we're going to discuss EV tax credit, and how you can qualify for it.Schedule a consultation with ACap fiduciary financial advisors:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com 2023-10-1107 min

ACap ReCap: Financial and Tax TipsUnderstanding Cash Balance PlansCash Balance plans are a way to save more for retirement, reduce your taxes, and accelerate your savings during your high income earning years. They have more flexibility than a traditional pension plan, but allow for similarly high contributions year over year and are usually paired with existing 401(k)/profit sharing plan. In this episode, ACap's Matt Crisafulli is joined by Kevin Palm of Kravitz, Inc., An Ascensus Company to discuss the basics behind Cash Balance Plans.What You Will Learn:- Is your business the right type of business for a Cash Balance plan...2023-06-2735 min

ACap ReCap: Financial and Tax TipsUnderstanding Property InsuranceDiscover the importance of proper insurance coverage on this ACap ReCap podcast.In the face of recent natural disasters like fires, mudslides, earthquakes, and hurricanes, ensuring you have adequate insurance protection is crucial. Together with Jon Gardner from JSG Insurance Services, we'll delve into the world of Property & Casualty Insurance, exploring how it can safeguard you from unexpected events. Schedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511 2023-06-2151 min

ACap ReCap: Financial and Tax TipsWhat is the Dow Jones Industrial Average (DJIA)?In this episode we cover:1. What is the Dow Jones Industrial Average (DJIA)?2. Why is the DJIA (aka. Dow) so important?3. Is the Dow a good index?4. How is the Dow calculated?5. How to invest in the Dow?6. How are companies added and removed from the Dow?7. What are some companies in the Dow?Read full article:https://www.acapam.com/fiduciary/what-is-the-dow-jones-industrial-average-djia/Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello...2023-03-1507 min

ACap ReCap: Financial and Tax TipsHome Mortgage Loans ExplainedIn this episode we cover EVERYTHING you need to know about getting a home mortgage. Starting from the mortgage process and required documentations to the key factors in purchasing home, we cover all the important things you need to know about mortgage loans, including what you should avoid and how you can benefit from the home mortgage if you are a self-employed or a business owner.Schedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd., Suite 1...2023-01-2457 min

ACap ReCap: Financial and Tax TipsRefundable & Non-Refundable Tax CreditsIn this episode we'll define what is a tax credit, will discuss tax credits versus tax deduction with examples. We'll also illustrate the difference between refundable and nonrefundable tax credits with examples.Schedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com 2023-01-1304 min

ACap ReCap: Financial and Tax TipsEV Tax Credit Explained: What You Need to KnowIn this episode, we're going to discuss the Inflation Reduction Act of 2022, specifically the federal tax credits for electric cars. We will also outline the criteria to qualify for the credits.Schedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com 2022-12-1907 min

ACap ReCap: Financial and Tax Tips11 Year-End Tax Tips for 2022This episode gives you 11 year-end tax tips you can implement now for 2022.Tips:1. Maximize 401k contributions.2. Harvest losses.3. Gift $16,000 to lower your taxable estate.4. Roth IRA conversion.5. Defer income.6. Paying for medical or college bills.7. Qualified Charitable Distribution.8. Charitable donations.9. Donate appreciated stock.10. Create a Donor Advised Fund (DAF)11. Spend your Flexible Spending Account (FSA).Schedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd...2022-12-1909 min

ACap ReCap: Financial and Tax Tips529 Plan Eligible ExpensesIn my previous episodes, I covered what a 529 plan is, and explained their advantages and disadvantages. Today, we're diving a little deeper about this amazing plan and the extensive list of its eligible expenses.ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm.Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comFinancial Advisor in Los Angeles, CACPA in Los...2022-05-3008 min

ACap ReCap: Financial and Tax TipsHomeowners InsuranceHomeowners insurance is a necessary expense for protecting your property. The basics of what you need to know about it, how much coverage will provide the best protection and so much more are discussed in this episode!ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm.Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comConnect with ACap on social media:...2022-05-2308 min

ACap ReCap: Financial and Tax TipsHow to calculate the AB 150 PTE TaxIn this episode, we will discuss how to calculate the Pass-through Entity (PTE) tax for California AB 150 and how to compare your tax liability with and without the election. ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm.Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comFinancial Advisor in Los Angeles, CACPA in Los Angeles, CA 2022-03-1409 min

ACap ReCap: Financial and Tax TipsUTMA, UGMA and 529 Plans ComparedUTMA, UGMA and 529 plans are all great options for parents who want to save up for their child's future. This episode can help you decide which one is best!ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm.Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comFinancial Advisor in Los Angeles, CACPA in Los Angeles, CA 2022-03-0910 min

ACap ReCap: Financial and Tax TipsDonate RMD to Charity: Qualified Charitable DistributionDid you know that you could donate your required minimum distribution (RMD) to charity? It can be a great way of giving back! In this episode we'll cover:What is an RMD and how does it work?What is a qualified charitable distribution and how to donate your RMD using QCD?What’s the maximum you can do with a qualified charitable distribution?Benefits of donating your IRA directly to the charityExamples: Donating your IRA RMD directly to charityACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We...2022-03-0510 min

ACap ReCap: Financial and Tax TipsQualified Dividends vs. Non Qualified DividendsThere are a couple of key differences between qualified dividends and non-qualified dividends. The big difference lies in the taxes! Listen closely if you're ready for an in-depth explanation of how this can affect you and your finances.ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm.Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comFinancial Advisor in Los Angeles...2022-02-2610 min

ACap ReCap: Financial and Tax TipsThe W-2, W-9 and W-4 Tax Forms ExplainedWhat's the difference between a W-2, W-9 and W-4? Which one should you file for your taxes this year? There are subtle differences you need to know! Let's go through each tax form in today's episode!ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm.Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comFinancial Advisor in Los Angeles, CA...2022-02-2404 min

ACap ReCap: Financial and Tax TipsShould I Invest in Cryptocurrency?In this episode we'll discuss whether or not to invest in cryptocurrencies and if so, how much of your portfolio you should allocate. ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm. Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comFinancial Advisor in Los Angeles, CACPA in Los Angeles, CA 2022-02-1508 min

ACap ReCap: Financial and Tax TipsTaxation of Cryptocurrency & Virtual CurrencyWith the popularity of cryptocurrency continuing to rise, more and more people are learning how it works. So today, we're going to talk about taxation of cryptocurrency and how it could possibly affect you when you buy, sell or get paid using cryptocurrency.ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm. Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comF...2022-02-1515 min

ACap ReCap: Financial and Tax TipsWhat is a SPAC? | Special Purpose Acquisition Company | Blank Check CompanyYou may have heard about SPACs or a Special Purpose Acquisition Company. In this episode we will discuss:1. What is a SPAC and why do they exist?2. How do SPACs work?3. Why are SPACs called Blank Check companies?4. What is the difference between a SPAC and an IPO?ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm. Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City...2022-02-0106 min

ACap ReCap: Financial and Tax TipsAll Types of 1099s ExplainedToday, we're going to discuss the different types of #1099s.📍From the most to the least common, learn which 1099 applies to you and what you have to do with them.ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm. Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com 2022-01-2605 min

ACap ReCap: Financial and Tax TipsHow Doctors Can Increase Insurance Reimbursements?In this episode our subject matter expert is healthcare attorney John Mills from Nelson Hardiman. The topic of discussion is Insurance Reimbursements. In particular, we talk about:1. Medicare reimbursement2. Reasons of overpayment disputes with healthcare insurance companies3. What are fraud, waste & abuse4. Why a provider gets audited: reasons and consequences5. How the provider can minimize the risk of audits6. What are the defenses, that a provider can raise 7. What are the certain branches of medicine that tend to feel more riskier in reimbursementsACap Advisors & Accountants is...2022-01-2133 min

ACap ReCap: Financial and Tax TipsCollege Admissions & Financial Aid: How to get into college and pay for itOur subject matter expert in this episode is college counselor Evelyn Jerome-Alexander.The topics we cover during this webinar include:1. How to get your child into college2. College search and application process3. Extracurricular activities for students4. College entrance requirements: SAT, PSAT5. Private schools vs. public schools6. Education financing: student loans7. Expected Family Contribution (EFC) and FAFSA 8. What is demonstrated financial need and how to check it for each college8. Need based and merit based financial aids for studentsACap Advisors & Accountants is a financial a...2022-01-2137 min

ACap ReCap: Financial and Tax TipsWhat is Cybersecurity Insurance?Our Subject Matter Expert in this episode is Benjamin Sarto, P&C Broker.The topic of discussion is Cybersecurity Insurance, in particular:1. What is Cyber Insurance2. Cybersecurity Pricing3. Cybersecurity Coverage & types4. Cyber Security DeductiblesBen Sarto Contact Informationhttps://www.linkedin.com/in/benjamin-sarto-clcs-500b8373/bsarto@gordoninsurance.com(650) 567-3562ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm. Schedule a Consultation:https://www.acapam.com/contact/2022-01-2126 min

ACap ReCap: Financial and Tax TipsWho Gets A 1099 And Why?The 1099 is a tax form that many people have heard of, but few know the details about who it applies to and why. I will take care of those questions right now! ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm. Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com 2022-01-2105 min

ACap ReCap: Financial and Tax TipsCalifornia AB 150: What Is It and Why It MattersIn this episode, we will discuss California Assembly Bill (AB) 150. Some of the things we'll cover include:1. What is California AB 150?2. What is the Small Business Relief Act under California AB 150?3. Which entities qualify for AB 150?4. Which entities do not qualify for AB 150? 5. How to calculate the benefit of AB 150?6. When are taxes due for AB 150?7. What are some of the downsides to AB 150?Check out our blog posts:What is California AB 150: SALT Workaround at https://www.acapam.comACap Advisors & Accountants is a...2022-01-2111 min

ACap ReCap: Financial and Tax TipsWhat is the Wash Sale Rule?Did you have a loss you were unable to deduct? Then you were subject to the wash sale rule. This episode describes the wash sale rule and how to avoid it. ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm. Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com 2022-01-2104 min

ACap ReCap: Financial and Tax TipsDisadvantages of a 529 PlanThe reasons why you should use a 529 plan are many, but there is always a downside. In my previous episode we talked about all the benefits to investing in these tax-advantaged accounts. Now, let me share some the disadvantages of a 529 plan to help you reach a final decision!ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm. Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511...2022-01-2106 min

ACap ReCap: Financial and Tax TipsInherited IRA 10 Year RuleThe rules for the inherited IRA changed dramatically under the SECURE Act of 2019. This episode defines inherited IRAs and the new 10 Year Rule for inherited IRAs as a result of the SECURE Act of 2019. ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm. Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com 2022-01-2104 min

ACap ReCap: Financial and Tax Tips9 Reasons why YOU should use a 529 PlanThe cost of college education is rising at more than twice the rate of inflation. Having the right type of investment vehicle is very important. A 529 plan is a type of college savings vehicle that you can use to save for your child's education. In this episode, I'll share the 9 benefits of 529 Plans.ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm. Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City...2022-01-2109 min

ACap ReCap: Financial and Tax TipsInflation Trends: Ara Oghoorian on Wharton School Kent on Money showAra Oghoorian, President of ACap Advisors and Accountants, discusses inflation trends with Your Money host Kent Smetters on Business Radio, SiriusXM 132.This episodes is originally aired on Business Radio, SiriusXM Channel 132ACap Advisors and Accountants is a fee-only fiduciary wealth management and full-service accounting firm based in Los Angeles, CA.Schedule a Free Consultation:https://www.acapam.com/contact/CFP Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com 2021-08-2118 min

Wharton Business Radio Guest AudioAra Oghoorian on Your MoneyAra Oghoorian, President of ACap Advisors and Accountants, discusses inflation trends with Your Money host Kent Smetters on Business Radio, SiriusXM 132. See acast.com/privacy for privacy and opt-out information.2021-08-2018 min

ACap ReCap: Financial and Tax TipsDo I need an attorney to setup a trust?In this episode we cover:1. What is a trust?2. Do I need to setup a trust?3. When you do NOT need a trust.4. What is probate?5. Do I need a lawyer to setup a trust?Read full article:https://www.acapam.com/taxes/what-is-a-trust-and-do-i-need-one/Financial Advisor in Los Angeles, CACPA in Los Angeles, CASchedule a free Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com 2021-06-2707 min

ACap ReCap: Financial and Tax TipsHow to Avoid Probate CourtIn this ACap ReCap episode we cover:1. What is probate?2. Why should you try to avoid probate?3. Steps to avoid probate court.Read full article:https://www.acapam.com/taxes/how-to-avoid-probate/Financial Advisor in Los Angeles, CACPA in Los Angeles, CASchedule a free Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com 2021-06-2706 min

ACap ReCap: Financial and Tax TipsShould I Pay Off My Mortgage?In this episode Ara & Matt explain what to consider when deciding whether to pay off your mortgage.Schedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com 2021-06-1603 min

ACap ReCap: Financial and Tax TipsEstimated Tax PaymentsShould you be making tax payments throughout the year? Depending on your source of income, the answer is yes. In this episode, Ara & Matt discuss what estimated tax payments are, who should pay them, and some strategies on how to navigate them.Don't wait until tax time, contact a CPA today like ACap Advisors & Accountants. Schedule a free consultation at https://www.acapam.com/contact/, or by calling (818) 272-8511Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam...2021-06-0706 min

ACap ReCap: Financial and Tax TipsIndividual Stocks vs. Investment FundsIn this episode, Ara & Matt explain the differences between investing in individual stocks (like Disney, Apple, or Google) versus funds (such as ETFs like an S&P 500 index fund or NASDAQ fund) and what makes for a good investment portfolio.Looking for more information about investing and saving for retirement? ACap Advisors & Accountants is a Fee-Only wealth management and full-service accounting firm headquartered in Los Angeles. For more resources, visit our website.Schedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CA 2021-06-0104 min

ACap ReCap: Financial and Tax TipsIs a stock split good or bad for investors?In this episode, we will discuss stock splits and if they are good or bad for investors. Here are some of the questions we will cover:1. What is a stock split?2. What is the difference between a forward and a reverse stock split?3. Is a stock split good or bad for investors?4. How does a stock split affect my cost basis?5. How does a stock split affect my taxes?Read Full Article:https://www.acapam.com/blog/whats-a-stock-split-and-how-does-it-impact-cost-basis/Schedule a Consultation:https://www.acapam.com/contact/2021-05-2806 min

ACap ReCap: Financial and Tax TipsRoth IRA vs Traditional IRAIn this episode Ara & Matt explain the key differences between a Roth IRA and Traditional IRA, and how they can benefit you.Schedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com 2021-05-2805 min

ACap ReCap: Financial and Tax TipsCannabis StocksIn this ACap ReCap episode, Ara & Matt discuss cannabis stocks, and whether or not it's a good investment.Schedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com 2021-05-2802 min

ACap ReCap: Financial and Tax TipsTax Refunds: Why it may be better to pay at tax-time?In this episode, Ara & Matt discuss why it may be better to pay at tax-time.Financial Advisor in Los Angeles, CACPA in Los Angeles, CASchedule Free Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com 2021-05-1304 min

ACap ReCap: Financial and Tax TipsCredit Reports: Whether or not checking your Credit Reports affects your Credit ScoreIn this episode Ara Oghoorian & Matt Crisafulli of ACap Advisors & Accountants discuss credit scores and credit reports.Schedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com 2021-04-1604 min

ACap ReCap: Financial and Tax TipsACap ReCap: 401k BasicsIn this episode Ara Oghoorian & Matthew Crisafully explain the basics and differences in 401k types, including the growth opportunities of contributing.Subscribe to our channel.ACap is a one-stop-shop #wealthmanagement and #CPA company.Trust your #financialplanning to our expects.Schedule a free consultation at https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com 2021-04-0205 min

ACap ReCap: Financial and Tax TipsHome Office DeductionIn this episode we cover.1. Did the home office deduction go away in 2018?2. Who qualifies for the home office deduction?3. What expenses are deductible?4. What are the two methods used to calculate the home office deduction?Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comConnect with ACap on social media:Twitter: https://twitter.com/acapamFacebook: https://www.facebook.com/ACapAdvisors...LinkedIn: https://www.linkedin.com/company/acap...Instagram: https://www.inst...2021-02-1806 min

ACap ReCap: Financial and Tax TipsWhat is a Fiduciary Financial Advisor?In this episode, we cover:1. What is a fiduciary financial advisor?2. How do I know if my financial advisor is a fiduciary?3. How does a fiduciary financial advisor get paid?4. How to find a fiduciary financial advisor.ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California.Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comFinancial Advisor in Los Angeles, CACPA in Los Angeles, CA...2021-02-1807 min

ACap ReCap: Financial and Tax TipsTax Refunds. Why to pay at tax-time?In this episode Ara and Matt discuss why it may be better to pay at tax-time. Schedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comConnect with ACap on social media:Twitter: https://twitter.com/acapamFacebook: https://www.facebook.com/ACapAdvisors...LinkedIn: https://www.linkedin.com/company/acap...Instagram: https://www.instagram.com/acapadvisor...Fiduciary Oath/Pledgehttps://www.acapam...2021-02-1804 min

ACap ReCap: Financial and Tax TipsPPP Round 2: How to qualify for additional fundsIn this episode we discuss the new COVID relief package signed on December 27, 2020, also known as the Consolidated Appropriations Act of 2021. While the Bill provides aid to various segments of the economy such as stimulus checks and expanded unemployment benefits, this video will cover the $284 billion allocated to additional PPP funds. We will discuss:1. How to qualify for new PPP loans?2. Is there a limit to the PPP funds I can receive?3. How are the new PPP fund amounts calculated?4. How the new Bill addresses additional expenses paid for by PPP funds, a...2021-02-1508 min

ACap ReCap: Financial and Tax Tips1099-NEC vs. 1099-MISC, What is the Difference?In this episode we discuss the new 1099-NEC form which goes into affect 2021 for the 2020 tax year. We will discuss:1. What is the Form 1099-NEC?2. What is the threshold for filing a 1099-NEC?3. When are 1099s due?4. Are there any exemptions to filing a 1099-NEC or 1099-MISC?Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comConnect with ACap on social media:Twitter: https://twitter.com/acapamFacebook: https://www.facebook.com...2021-02-1506 min

ACap ReCap: Financial and Tax TipsHow the SECURE Act changed the taxation of stretch and inherited IRAs? Some topics discussed:1. Should I name a trust as the beneficiary of my IRA?2. How did the SECURE Act change spousal IRAs?3. What are the new rules for inherited IRA distributions?4. What is a "see-through trust"5. How to name beneficiaries for an IRA.Subscribe to ACap Advisors & Accountants YouTube Channel:https://www.youtube.com/c/Acapam/feat...Schedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CAACap Advisors & Accountants, LLC12031 Ventura Blvd...2021-01-2022 min

ACap ReCap: Financial and Tax TipsFee-only Fiduciary Financial Advisor & Intellectual Property Attorney | Understanding PatentOur Subject Matter Expert in this episode is Intellectual Property attorney Dr. Adam Diament to discuss patents. Specifically, we cover:1. What does an intellectual property attorney do?2. What is a patent?3. How does a patent differ from a copyright, trademark, and trade secret? 4. You have patent, but how to protect it?5. Costs and time associated with getting a patent.Dr. Adam Diament, AttorneyWebsite: https://www.diamentpatentlaw.com/Phone: (424) 281-0162Email: adam@diamentpatentlaw.comAra Oghoorian CFA, CFP®, CPA...2021-01-2021 min

Patenting for InventorsBonus Episode 05: Ara Oghoorian - Acap Advisors and Accountants - Business Entities and Tax ConsiderationsIn this bonus episode of the "Patenting for Inventors" podcast I interview Ara Oghoorian, founder of Acap Advisors and Accountants. We talk about things to consider when you want to turn your invention into a business, such as what kind of entity you should form (c-corp, s-corp, llc, sole proprietorship). We also talk about not commingling funds, maintaining accurate books, taking a reasonable salary, and getting the proper licenses to operate your business. Acap Advisors and Accountants: https://www.acapam.com/ Email: info@acapam.com Acap Advisors and Accountant YouTube Channel: https://www.you...2021-01-1528 min

Wharton Business Radio Guest AudioAra Oghoorian on Your MoneyAra Oghoorian, Founder and President of ACap Advisors & Accountants, talks to Your Money host Kent Smetters about investing in the stock market on Business Radio, SiriusXM 132. See acast.com/privacy for privacy and opt-out information.2020-10-0121 min

Wharton Business Radio Guest AudioAra Oghoorian on Your MoneyAra Oghoorian, Founder and President of ACap Advisors & Accountants, speaks to Your Money host Kent Smetters on Business Radio, SiriusXM 132 See acast.com/privacy for privacy and opt-out information.2020-02-2740 min

Wharton Business Radio Guest AudioAra Oghoorian on Your MoneyAra Oghoorian, Founder and President of ACap Asset Management, joins Kent Smetters on Your Money. See acast.com/privacy for privacy and opt-out information.2019-03-1836 min

Wharton Business Radio Guest AudioAra Oghoorian on Your MoneyAra Oghoorian, Founder and President of ACap Asset Management, joins host Kent Smetters on Your Money. See acast.com/privacy for privacy and opt-out information.2018-09-1733 min

Wharton Business Radio Guest AudioAra Oghoorian on Your MoneyAra Oghoorian, Founder and President of ACap Asset Management, joins Kent Smetters to discuss general financial planning on Your Money. See acast.com/privacy for privacy and opt-out information.2018-05-1745 min