Your Trusted Advisor with Tan Phan, MSFP, CFP®

Tan Phan, MSFP, CFP®
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Your Trusted Advisor with Tan Phan, MSFP, CFP® Podcast

Tan Phan is an independent CERTIFIED FINANCIAL PLANNER™ practitioner based in the San Francisco Bay Area. Subjects he covers in the podcast are: Tax Planning, Retirement, Estate Planning, Retirement Income Planning, Behavioral Finance, Retirement Income and Distribution Strategies, 529 Plans, Social Security, Investment Management, Insurance, Portfolio Construction, Financial Planning. You can watch educational videos at www.tanphan.com

  1. 18/06/2021

    Avoiding the 3.8% Net Investment Income Tax

    Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management

  2. 18/06/2021

    Exceptions to the 10% Early Withdrawal Penalty For IRAs

    Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management

  3. 18/06/2021

    Qualified Opportunity Zone With Examples

    Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management Hi everyone, my name is Tan, and I am an independent CERTIFIED FINANCIAL PLANNER™ practitioner at TAN Wealth Management. The purpose of this educational video is to provide a basic understanding and awareness of the Qualified Opportunity Zone (QOZ). Overview - What is a qualified opportunity zone (QOZ)? - What is a qualified opportunity fund (QOF)? - What are the tax benefits to the investors? - Quotes directly from the IRS website

  4. 18/06/2021

    Alternative Minimum Tax (AMT) Credit Examples

    Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management Alternative Minimum Tax (AMT) Credit - how incentive stock options trigger alternative minimum tax and how alternative minimum tax credits are used to offset regular tax liability. Hi everyone. My name is Tan and I am an independent Certified Financial Planner Practitioner at TAN Wealth Management. In today’s educational video, I will go over 4 scenarios so you can better understand how incentive stock options trigger alternative minimum tax and how alternative minimum tax credits are used to offset regular tax liability.

  5. 18/06/2021

    What is Alternative Minimum Tax (AMT)

    Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management Overview - Why does alternative minimum tax exist? - What is the alternative minimum tax (AMT)? - How to calculate alternative minimum tax - How to calculate alternative minimum tax income (AMTI) - How to calculate alternative minimum tax (AMT) - What is an alternative minimum tax exemption? - What are the 2021 AMT exemption amounts? - In general, what does “phaseout” mean? - The alternative minimum tax exemption phaseout - Why you should not go over the annual alternative minimum tax income phaseout amount - What are the alternative minimum tax rates for 2021? - What happens when you exercise incentive stock options (ISOs)? - Form 6251 - AMT credit - Using AMT credit - Why do you get taxed on the bargain element if you are subject to AMT? - I am currently not subject to AMT liability. How do I know if I am subjected to AMT liability when I exercise my ISOs? - Understanding the relationship between alternative minimum tax and incentive stock options - Does California have AMT? - AMT and incentive stock options in non-public companies

  6. 18/06/2021

    What is the 3.8% Net Investment Income Tax (NIIT)

    Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management Overview - What is the 3.8% Net Investment Income Tax (NIIT)? - What individuals are subject to the Net Investment Income Tax? - What is modified adjusted gross income? - Different modified adjusted gross incomes relate to different topics - What is the modified adjusted gross income for Net Investment Income Tax purposes? - What is included in the Net Investment Income Tax? - “What are some common types of income that are not Net Investment Income?

  7. 18/06/2021

    What is Net Unrealized Appreciation (NUA)

    Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management Overview - What is net unrealized appreciation (NUA)? - What is the net unrealized appreciation strategy? - What are the net unrealized appreciation (NUA) qualifying events? - The two net unrealized appreciation (NUA) taxable events - Net unrealized appreciation strategy examples - Disadvantages of the NUA strategy - Should conservative investors do the NUA strategy? - Does the 3.8% net investment income tax apply to the net unrealized appreciation? - Does the 10% early withdrawal penalty apply to the NUA strategy? - Net unrealized appreciation strategy insights

  8. 18/06/2021

    Restricted Stock Units (RSUs) Comprehensive Guide

    Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management Overview: - What are restricted stock units? - Grant date explanation. - Vesting period explanation. - Types of vesting schedules. - How to estimate your restricted stock units (RSUs) and restricted stock value? - What is an Internal Revenue Code Section 83(b) election? - Dividends. - Vesting Date. - Internal Revenue Code section 409A. - Tax withholding methods starting with the highest risk due to a concentrated stock position. - Examples of tax withholding methods. - Stock Swap. - Estimated tax due. - Sell Date. - What should I do after my restricted stock units and/or restricted stock vested? - If you sell the employer’s stock, you should understand your tax liability. - Avoid insider trading with a Rule 10b5-1 Trading Plan. - What you should know about restricted stock units and restricted stock plans. - Questions to ask your employer so you can truly understand your restricted stock units and restricted stock plans. - Choices you need to decide to optimize your restricted stocks units. - Tracking your restricted stock units and restricted stock is key. - Frequently asked questions on restricted stock units (RSUs) and restricted stock. - How can I maximize my restricted stock units and/or restricted stock? - What are the top 3 things to love about restricted stock units (RSUs) and restricted stock? - What are my restricted stock units and/or restricted stock cost basis, and what happens to the shares my company withholds for taxes? - My restricted stock units and/or restricted stock vested, I sold shares of my employer’s stock at a loss, how am I taxed? - What happens to my restricted stock units and/or restricted stock when my company’s stock splits? - When should I sell my restricted stock units (RSUs) and/or restricted stock? - What are the disadvantages of restricted stock units and restricted stock? - What are the common mistakes with restricted stock units and restricted stock? - Problems with restricted stock units (RSUs) and restricted stock employees are confused about. - How are restricted stock units (RSUs) and restricted stock taxed? - Taxation summary. - Restricted stock units summary. - Strategies to consider with restricted stock units and restricted stock. - Take advantage of the volatility in the stock price.

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About

Tan Phan is an independent CERTIFIED FINANCIAL PLANNER™ practitioner based in the San Francisco Bay Area. Subjects he covers in the podcast are: Tax Planning, Retirement, Estate Planning, Retirement Income Planning, Behavioral Finance, Retirement Income and Distribution Strategies, 529 Plans, Social Security, Investment Management, Insurance, Portfolio Construction, Financial Planning. You can watch educational videos at www.tanphan.com

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