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TAX BLOG

December 7, 2023

Question: Laura is a U.S. citizen and is employed by a foreign hospital in Jamaica, where she works as a physician. Is she required to pay U.S. FICA taxes on [...]

December 7, 2023

Initial batch of IRS Letter 105 C to be mailed to 20,000 taxpayers right before holidays

The IRS is starting its compliance initiatives to combat erroneous ERC claims by sending Letter 105 C, Claim Disallowed, to taxpayers who claimed the credit and their entity did not [...]

December 6, 2023

Enhance your tax expertise: fixed assets and depreciation

Properly categorizing assets as deductible or capitalizable can lead to significant tax savings and minimize errors in tax returns. This also allows you to provide valuable advice on asset management, [...]

December 4, 2023

Learn how to prepare taxes for a deceased taxpayer

Death can be an unpleasant subject, but every tax pro needs to be ready for the day when someone who has lost a family member walks into your office looking [...]

November 30, 2023

Question: Suzanne and Mike Sparks, a married couple, transferred their assets, including rental properties, to a single qualified revocable trust of which they were both considered grantors. As such, the [...]

VIDEO LIBRARY

401(k)s: The 40-Year Failed Experiment

Tax-deferred accounts, like the 401(k) operate on the optimism that taxes will be lower for us in retirement. However, indicators point to taxes rising in the future. Are there alternatives that can better mitigate tax risks? Watch to hear more.

A Better Place to Store Liquid Capital

Your liquid capital has to reside somewhere. There is an account you can keep it in that offers higher returns than what a bank can provide, while maintaining liquidity. It gives you the ability to leverage someone else’s money to create tax-free passive cash flow. Watch to learn more.

How Market Losses Affect Your Portfolio

When you are ready to start pulling money out for income in retirement, there are few worse places to do so than Wall Street. Market fluctuations can be volatile, and when a loss occurs one needs time in order to recoup it. And, the gain needed just to get back to even is greater than the loss experienced. Watch to learn more.

Saving Money in a Life Insurance Policy

If you could earn 4-6% compounding interest per year on your liquid capital, instead of the next-to-nothing the banks are paying you, would you be interested? What if we told you that no taxes needed to be paid on those earnings? That’s exactly what a properly structured life insurance policy can do. Watch to learn more.

Average Rate of Return is the Wrong Metric

Did you know you can have a positive average rate of return, and still lose money? The “actual rate of return”, or the yield, is a much better indicator of what you get to keep from your investments. Watch to learn more.

Enhancing Real Estate Returns Using Life Ins

Rather than let the bank capitalize and profit off your money, wouldn’t it make sense if you could cut out the middleman and retain your hard-earned dollars? By borrowing out of a properly structured life insurance policy, you could come out of your next home purchase pretty flush with cash. Watch to learn more.

The 401(k) Fallout

The Financial Crisis of 2008 taught many people a hard less about investing too much of their retirement savings into investment vehicles subject to market loss, like a 401(k). Don’t let another market crisis impact your retirement plans. Watch to learn more.

The Retirement Gamble (full documentary)

Trillions of dollars in Americans’ retirement savings are invested in large and small accounts managed by banks, brokerages, and mutual funds. But whether your IRA or 401(k) will assure a safe retirement is largely a gamble. Watch this documentary to learn more.

The Pension Gamble (full documentary)

This 2018 documentary investigates the role of state governments and Wall Street in driving America’s public pensions into a multi-trillion-dollar hole. Are you relying on a pension for a piece of your retirement income? Watch to learn more about why that could be a gamble.

When I'm 65 | Full Documentary

Explore how our financial and lifestyle choices today will affect our quality of life in retirement. Using case studies, engaging animations, and lively expert interviews, “When I’m 65” looks at how aspirations and financial planning for retirement have changed. Original airdate 1/25/16.

The Untouchables (full documentary)

In this documentary, producer and correspondent Martin Smith investigates why the U.S. Department of Justice failed to act on credible evidence that Wall Street knowingly packaged and sold toxic mortgage loans to investors, loans that brought the U.S. and world economies to the brink of collapse.

Can You Afford to Retire? (full documentary)

In this 2006 documentary, Can Your Afford to Retire?, FRONTLINE correspondent Hedrick Smith investigates the financial crisis and what middle-class Americans face in retirement. Don’t let another market collapse threaten your retirement plans. Watch to learn more.

The Coming Retirement Crisis | Raoul Pal

In this hard-hitting Real Vision special, Raoul Pal presents the single most important financial topic of a generation — the Baby Boomer retirement crisis. In addition, Raoul also offers a glimpse of a brighter future, in which smart millennials take control of their own financial destiny and side-step the crisis. Watch to learn more.

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