• CONNECT WITH A FINANCIAL PLANNER   »   CONTACT US   |   CALL: 1-323-905-4380  |
  • In The News:
    Share This:
     

      »  taxes

    The New Capital Gains Rates For 2023

    To make the best investing choices you need to know about the taxes you will owe when your investments go up. Financial Planner LA outlines the capital gains taxes on investment gains.

    How The Cash Balance Pension Helps You Reduce Your Taxes And Boost Retirement Security

    Looking for more tax deductions to help your business pay fewer taxes? A Cash Balance Pension Plan may be the keep to keeping more of your hard earned money.

    How To Lower Your Small Business Taxes With a Solo 401(k)

    It isn’t how much you make but how much you keep. How the Solo 401(k) can help business owners slash their tax bills in 2021.

    Best Los Angeles Financial Advisor For You: Video

    You have found the site for the best Los Angeles financial advisor. The FUN CFP is specializes in tax planning and financial planning for the gay community.

    Is Your Financial Advisor Giving You The Best Tax Planning Advice?

    Does your Los Angeles Financial Advisor offer tax planning guidance? They may no even be allowed to offer tax saving tips. What you need to know to get the best tax advice.

    How to Open A Sep IRA with Self Employment Income

    You need to know the SEP IRA contribution limits to make sure you can minimize the taxes on your small business income.

    How To Take The Stress Out Of Taxes For Business Owners

    Minimizing taxes may be the difference between a profitable business and one that is just scraping by. You all are probably thinking, “I don’t have extra time do deal with taxes.”   I heard your concerns, and that’s why I’ve come up with seven tips that will help lower your tax bill and won’t take a ton of time.

    Stock Options Basics Get the Most From Your Benefits Now

    Are you lucky enough to have incentive stock options? Want to know more about this valuable employee benefits? Read this post about stock options.

    3.8% Obamacare Medicare Surtax and How to Avoid It.

    High earners are getting hit with the Affordable Care Act Surtax. How to avoid the Obamacare surtax aka Medicare Surtax that is terrible for your tax bill.

    Apple Stock For Apple Employees: How To Maximize Employee Stock Options

    If you are an Apple employee and do a good job, you will likely own way too much Apple stock as your career progresses.  Good problem to have, right? I mean, Apple stock has performed amazingly well over the past …

    Maximize or Spend Your Tax Refund? What is the Smart Financial Move?

    Waiting for that big tax refund to hit your bank account? You aren’t alone. An estimated 74% of people received a tax refund in 2017 and, according to the IRS, those refunds averaged about $3,000 per filer.  Should you blow …

    Tax Season Tips – Video Inside the Issues – Spectrum News LA

    Filing your taxes doesn’t have to be so stressful. Los Angeles Financial Planner David Rae shares some tax advice with Inside the Issue with Alex Cohen.

    How to Know Expenses Are Tax Deductible When You Volunteer

    I’m going to guess that you probably aren’t volunteering for a tax break. Could you do more if you had a little extra time? Or a bit more money in your pocket? Tracking your volunteering expenses may help you free …

    4 Crucial Tips to Avoid an IRS Audit via Financial Planner LA

    Tax Audit Risk The only thing people hate more than filing their taxes might just be an IRS Audit.  Learning of a large tax bill would probably take third place. In reality, the risk of being audited is quite low. …

    Spectrum News Tips for Tackling This Tax Season

    Spectrum News Tips for Tackling Tax Returns this Tax season. David Rae and Alex Cohen Inside the issue

    How Love And Marriage Will Change The Perfect LGBT Retirement.

    With Marriage Equality come more options for Gay Retirement Planning. LGBT Retirement Expert David Rae outlines how love wins for gay couples.

    How to Maximize Your Tax Refund – Or Just Blow It?

    Maximize Your Tax Refund  – Or should you just Blow It? Are you looking to put your tax refund to good use? Here are a few tips to maximize your tax refund, rather than just blowing it. David Rae Financial …

    How to Know If You Should Pay Your Taxes with a Credit Card

    Tax Season 2021 is here- and that means you may be asking- Should I put my taxes on a credit card? For those of you who love racking up airline miles or earning cash back, paying your taxes on a …

    RMD Tips: To Maximize Your Retirement Savings

    Financial Planner Shares Tips to Maximize Your Retirement Income by making smart Required Minimum Distribution choices.

    6 Simple Ways to Help Reduce Your Tax Fraud Risk

    6 ways to reduce your risk of being a victim of tax fraud. This crime is on the rise and can be time consuming and costly.

    © 2023 Financial Planner Los Angeles

    Disclaimers:

    This site has been published for residents of California (Insurance License # OE10562), Arizona, Ohio, Florida, and Colorado. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security investment or instrument or to participate in any particular trading strategy. Securities and investment advisory services offered through DRM Wealth Management LLC a Registered Investment Adviser. The videos, articles and other content maintained on this site as well as the opinions voiced in this material are resources for educational and general informational purposes only and are not intended to provide specific advice or recommendations for any individual. No information on this site constitutes financial advice and should not take the place of consulting with a certified financial planner and tax, legal or other financial advisor. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.