ACap ReCap: Financial and Tax Tips
ACap Advisors & Accountants is a boutique fee-only Wealth Management and full-service Accounting firm based in Los Angeles. We handle everything from taxes to investments to risk management and estate planning, providing comprehensive, unbiased financial advice in one location. In our ACap ReCap episodes, we discuss the latest financial news, answer the frequently received financial questions, and share financial tips with you. If you have questions or suggestions email us hello@acapam.com Find more details at https://www.acapam.com/ #financialadvisor #fiduciaryfinancialadvisor #finance #financial #money #wealthmanagement #assetmanagement #investment #tax #taxplanning
Podcasting since 2021 • 119 episodes
ACap ReCap: Financial and Tax Tips
Latest Episodes
7 Smart Money Moves to Make Before December 31 to Cut Taxes and Boost Your Investment Strategy
Before the year is over, there are still real, actionable steps you can take to reduce your tax bill and tighten up your investment plan—but once January hits, those opportunities disappear for good.In this episode, we break down 7 cr...
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8:02
How a 7-Figure Content Creator Can Save Over $100K in Taxes
In this case-study episode, Ara and Matt pull back the curtain on a real client scenario (names changed) featuring Jasmine, a 7-figure online content creator, and her husband George, a W-2 employee at a large company. Together, they walk step-b...
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28:33
Making IT Your Secret Weapon: Cybersecurity and AI for Small Business
Are you worried your business could be taken down by a hacker, ransomware attack, or one wrong click from an employee? In this episode, Ara sits down with Bonesy Ijeoma, founder and CEO of AllSafe IT and AllSafeIntelligence (and fellow EO Los A...
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30:12
5 Roth IRA Myths That Are Costing Investors Money
Too many investors make the same avoidable mistakes with Roth IRAs — and it often comes from believing outdated or flat-out wrong information. In this episode, we break down the five biggest misconceptions people have about Roth IRAs and explai...
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4:18
How Banks Really Approve (or Deny) SBA & CRE Loans
Every successful business and real estate investor needs the right financing—but how do banks actually decide who gets approved? Ara sits down with Mike Henry, Chief Credit Officer at Mission Valley Bank, to reveal what lenders really look for,...
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42:52