Topics Covered: The strife of the Chinese tourist and how it impacts the U.S. economy. How OPEC and the level of production for oil can impact your financial plan. IRS Criminal Investigation Division releases Fiscal Year 2015 Annual Report – What You Need To Know If You Have Undisclosed Foreign Accounts. Question from our listeners […]
Topics Covered: Republican Candidates Push Bold Tax Plans. How investments in oil are being impacted by the rift within OPEC. More 2015 year-end tax planning tips. Questions from our listeners: If I’m earning dividend income and my asset value declines, should I be worried about my income? I get invited to charity balls and I […]
Topics Covered: SEC Adopts Rules to Permit Crowdfunding Big changes that are coming for how you claim social security benefits. Top 2015 year-end tax planning tips you need to be aware of. Questions from our listeners: I am interested in investing in a particular company that has corporate bonds, preferred stock and common stock. What […]
Topics Covered: House Passes Two-Year Budget Deal Fed Stays Rates But Keeps December Rate Hike in Play How to make Halloween candy and costumes deductible. Questions from our listeners: What are the most important indicators of a stock’s health? The IRS corrected my return and sent me an additional refund. Does this mean I am […]
Topics Covered: Are You Looking To Pay A $100 Million Tax Bill? If So, IRS Will Turn You Away If You Pay With A Check! Investing In Charter-Schools Fall 2015 Report Card Out By IRS On OVDP Milestones And FATCA Implementation. Question from our listeners: I just got in the mail a Notice from IRS. […]
Offshore Compliance Programs For Taxpayers With Undisclosed Foreign Bank Accounts Generate $8 Billion; IRS Urges People to Take Advantage of Voluntary Disclosure Programs On October 16, 2015 the IRS announced in a news release that more than 54,000 taxpayers have entered into offshore voluntary disclosure programs since 2009. Both the Offshore Voluntary Disclosure Program (OVDP) […]
Topics Covered: The Economic Cycle And The Monday Morning Quarterback. Covered California and what you need to know going into 2016. Milestones in Foreign Account Tax Compliance Act, also known as FATCA. Questions from our listeners: What if a taxpayer has already filed amended returns reporting income from foreign assets without entering into the Offshore […]
Topics Covered: Donald Trump’s Tax Plan. How Some Investors Get Special Access to Companies Beware if you have undisclosed foreign bank accounts and unreported foreign income – U.S. Signs Competent Authority Arrangements with Australia and the United Kingdom Questions from our listeners: What if I haven’t invested enough for retirement? What’s the difference between an […]
Topics Covered: So the Federal Reserve made its decision yesterday to hold rates steady Have ETFs Reached A Breaking Point? How the new Streamlined Procedures for taxpayers reporting undisclosed foreign bank accounts are being administered by the IRS. Questions from our listeners: I am a U.S. citizen living and working outside of the United States […]
Follow
Follow