61 episodes
ACap ReCap: Financial and Tax Tips Ara Oghoorian
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ACap Advisors & Accountants is a boutique fee-only Wealth Management and full-service Accounting firm based in Los Angeles. We handle everything from taxes to investments to risk management and estate planning, providing comprehensive, unbiased financial advice in one location. In our ACap ReCap episodes, we discuss the latest financial news, answer the frequently received financial questions, and share financial tips with you. If you have questions or suggestions email us hello@acapam.com Find more details at https://www.acapam.com/ #financialadvisor #fiduciaryfinancialadvisor #finance #financial #money #wealthmanagement #assetmanagement #investment #tax #taxplanning
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What 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 Blvd., Suite 1
Studio City, California 91604
(818) 272-8511
hello@acapam.com
Financial Advisor in Los Angeles, CA
CPA in Los Angeles, CA
#fiduciaryfinancialadvisor -
Donate RMD to Charity. Qualified Charitable Distribution
Are 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 charity
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 1
Studio City, California 91604
(818) 272-8511
hello@acapam.com
Financial Advisor in Los Angeles, CA
CPA in Los Angeles, CA -
What 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 1
Studio City, California 91604
(818) 272-8511
hello@acapam.com
Connect with ACap on social media:
Twitter: https://twitter.com/acapam
Facebook: https://www.facebook.com/ACapAdvisorsAccountants/
LinkedIn: https://www.linkedin.com/company/acapadvisorsaccountants/
Instagram: https://instagram.com/acapadvisorsaccountants -
Homeowners Insurance: What You Need to Know
In 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 1
Studio City, California 91604
(818) 272-8511
hello@acapam.com
Connect with ACap on social media:
Twitter: https://twitter.com/acapam
Facebook: https://www.facebook.com/ACapAdvisorsAccountants/
LinkedIn: https://www.linkedin.com/company/acapadvisorsaccountants/
Instagram: https://instagram.com/acapadvisorsaccountants -
529 Plan Qualified Expenses
In 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 1
Studio City, California 91604
(818) 272-8511
hello@acapam.com
Financial Advisor in Los Angeles, CA
CPA in Los Angeles, CA -
5 Reasons Not To Use a 529 Plan
While 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 1
Studio City, California 91604
(818) 272-8511
hello@acapam.com