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: 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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The Value of a CPA

OAKLAND – Many people have difficulty filling out their tax return forms, and for good reason: it’s confusing! However, even though a tax return can be frustrating, it’s not something you should take lightly—the IRS certainly doesn’t, and they won’t leave…Read More

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Video: Understanding 1031 Reverse Exchanges

SAN FRANCISCO – Host, Sarah Rutan: A 1031 exchange can be a beneficial financial tool, but the limited time constraints can make it a difficult feat to pull off. That’s why it’s worthwhile to consider doing a reverse exchange. Today we’re in…Read More

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