36 episodes

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

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

    • Business
    • 5.0 • 7 Ratings

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

    Avoiding the 3.8% Net Investment Income Tax

    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

    Exceptions to the 10% Early Withdrawal Penalty For IRAs

    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

    Qualified Opportunity Zone With Examples

    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

    Alternative Minimum Tax (AMT) Credit Examples

    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.

    What is Alternative Minimum Tax (AMT)

    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

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

    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?

Customer Reviews

5.0 out of 5
7 Ratings

7 Ratings

mewuii ,

Informative and easy to follow!

Great content and easy to follow and understand even if you’re just starting to learn about your finances! Would recommend to anyone!

nxc30 ,

Valuable information!

Love the content. Learning a lot of finance concepts on a deeper level!

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