Is what you know factual? We have information coming at us from all sides but it’s hard to know if the information is true and/or what it means. This video explains some commonly misunderstand financial concepts and terms from a CPA, Investment Adviser, Estate Planning Attorney, and a Real Estate Broker. Listen in to get …
The information is all great but if your time is limited, click the times below to jump to a specific question. 0:21 CPA Q1 – Is home office deduction affected during Covid? 2:03 CPA Q2 – Do CPA’s have specializations like attorneys?” 5:02 T & E Attorney Q1 – What happens to minor children without …
When do you…update your trust, consult a Realtor or hire a CPA? Read More »
Leaving California has consequences. Planning a move out of state requires more than packing furniture. Find out the key financial actions to take before you make that move to help retain your wealth. Thank you Soojin Kim, Esq. Estate Planning Attorney and Terra Van Zant, CPA for the valuable insights that you provide!
