Topic: financial

Video: Taking Advantage of Tax Deductions

SANTA ROSA – Host, Sarah Rutan: If you’re a business owner or independent contractor, make sure you’re taking advantage of every available deduction when filing your tax return. Today we’re in Santa Rosa with Diamond Certified Expert Contributor Virginia Passarell of Passarell…Read More

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Taking Advantage of Tax-Deductible Spaces

SANTA ROSA – Many sole proprietors shy away from taking the home office deduction because they think it’s a red flag for a tax audit. However, there’s no reason you shouldn’t be taking every legitimate deduction you’re entitled to. Additionally, there…Read More

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Video: Assessing Your Tax Withholdings

SAN JOSE – Host, Sarah Rutan: When it comes to income taxes, many taxpayers overlook their yearly withholdings. Today we’re in San Jose with Diamond Certified Expert Contributor Russell Barnett, EA to learn how you can avoid this. Diamond Certified Expert Contributor,…Read More

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How to Avoid Tax-Season Headaches

SAN JOSE – Many people dread doing their taxes because they suddenly discover they owe more money than they expected or feel rushed to file all the paperwork on time. To avoid situations like these, it’s important to make sure…Read More

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Video: Innovative Use for a Reverse Mortgage

FREMONT − Host, Sarah Rutan: If you have a child with debilitating college loan debt, one way you can help them is by utilizing a reverse mortgage. Today we’re in Fremont with Diamond Certified Expert Contributor George Duarte of Horizon Financial Associates to learn…Read More

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Documentation for a Mortgage Loan

SEBASTOPOL − Today’s mortgage lenders are more rigorous than ever about vetting borrowers, which is why they require a considerable amount of documentation. To keep the loan process rolling along smoothly, be sure to provide everything that’s requested. Here are…Read More

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Video: Home Loan Documentation Tip

SEBASTOPOL – Host, Sarah Rutan: When it comes to applying for a home loan, don’t overlook the importance of complete documentation. Today we’re in Sebastopol with Diamond Certified Expert Contributor Dan Eichhorn of West-Cal Mortgage to learn more. Diamond Certified Expert Contributor,…Read More

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Video: When to Call a CPA

SANTA ROSA – Host, Sarah Rutan: You may think the only time you’ll need a CPA is when filing your taxes, but there are actually several instances in which an accountant’s insight can be of value. Today we’re in Santa Rosa with…Read More

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Little-Known Instances to Call a CPA

SANTA ROSA – Most people think of a CPA as someone who can help with filing taxes or dealing with the IRS, but there are several other instances where a CPA’s services can be of value. One such instance is when…Read More

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Video: The Value of a CPA

OAKLAND – Host, Sarah Rutan: If your tax return has you in a state of confusion, it may be time to employ the services of a CPA. Today we’re in Oakland with Diamond Certified Expert Contributor Jong Lee of The Lee Accountancy…Read More

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