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
Episodes
88 episodes
Qualified vs. Non-Qualified Dividends: What’s the Difference?
Not all dividends are taxed the same, and understanding the difference could save you money. In this episode, we break down qualified and non-qualified dividends, how each is taxed, what to watch for during tax season, and how to te...
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Season 6
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Episode 9
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10:36
ETNs vs ETFs: Key Differences Explained
In this episode, we break down the essential differences between Exchange-Traded Notes (ETNs) and Exchange-Traded Funds (ETFs). While they may seem similar, these investment products have distinct characteristics that every invest...
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Season 6
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Episode 8
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5:57
The W-2, W-9, and W-4 Tax Forms Explained
Tax season can be confusing, especially when you're dealing with multiple forms like the W-2, W-9, and W-4. Each of these documents serves a different purpose, and filing the right one is crucial for ensuring your taxes are accurate.A
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Season 6
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Episode 7
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4:57
Treasury Bills (T-Bills) Taxation
In this podcast, we break down everything you need to know about Treasury Bills (T-Bills): from taxation to buying and selling, and what happens when they mature. We cover why T-Bills are popular, how they compare to bonds and notes, and whethe...
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Season 6
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Episode 6
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14:45
Homeowners Insurance: What You Need to Know to Protect Your Property
Homeowners insurance is more than just a policy—it’s peace of mind. In this episode, we break down the essentials: what homeowners insurance covers, the key components of a standard policy, and the difference between replacement cost and actual...
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Season 6
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Episode 5
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8:53
Trump's Tax Plan 2025
Trump’s 2025 tax proposals could dramatically reshape the financial landscape for both individuals and businesses. Significant changes could include the elimination of taxes on Social Security income, tips, and overtime pay, providing relief to...
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Season 6
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Episode 4
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19:30
Understanding California AB 150: Key Insights for Business Owners and Taxpayers
In this episode, we’ll explain California Assembly Bill (AB) 150 and its impact on business owners and taxpayers. Here’s what we'll cover:1. What is California AB 150?2. The Small Business Relief Act under AB 1503. Which entities...
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Season 6
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Episode 3
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11:53
What Are Index Funds and How Do They Work
In this episode, we break down everything you need to know about index funds—what they are, how they work, and why they’re considered a popular choice for both beginner and experienced investors. We’ll explore some of the most common types of i...
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Season 6
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Episode 2
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17:43
What Are 529 Plan Eligible Expenses?
In my previous episodes, I talked about what a 529 Plan is and shared its advantages and disadvantages. In this episode, we’re diving deeper into this amazing plan to uncover the full list of eligible expenses. From tuition and books to adjuste...
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Season 6
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Episode 1
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8:54
Social Security Benefits to Increase for Millions of Americans with This New Bill
In this episode, Ara Oghoorian discusses the newly passed H.R.82 bill, the Social Security Fairness Act, and how it could significantly increase your Social Security benefits. He breaks down the key elements of the bill, including the Windfall ...
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Season 5
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Episode 10
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14:43
11 Year-End Tax Tips for 2024
As we approach the end of the year, it's time to prepare for a financially smart 2025. Here are 11 key tax tips to consider:1. Maximize 401k contributions2. Harvest losses3. Gift $16,000 to lower your taxable estate4. Roth I...
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9:43
What is Dividend Yield and How is it Calculated?
In this episode we talk about a dividend yield and its calculation. A dividend yield is a financial ratio used to gauge your performance and rate of return on a stock.It’s calculated by taking the total dividend paid and div...
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9:21
ETN vs ETF: What are the Differences?
Exchange-traded notes are sometimes confused with exchange-traded funds, but they are very different. In this episode, we talk about exchange-traded notes (ETNs), their advantages and disadvantages, and then compare ETNs with exchange-traded fu...
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Season 5
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Episode 8
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5:57
Index funds vs Mutual funds vs ETFs: Which one is the right choice for you?
In this episode, I break down the differences between Index Funds, ETFs, and Mutual Funds to help you make a better-informed decision on which one is the right investment decision for you. Schedule a Consultation:https://ww...
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Season 5
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Episode 7
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10:22
What are Index Funds and How to Invest In Them
In this episode, we talk about what index funds are and how they work. We also cover the most common types of index funds, like the Dow Jones, S&P 500 index, NASDAQ, and some of the most well-known international index funds. We also discuss...
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Season 5
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Episode 6
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17:43
Understanding 529 Plan Qualified Expenses
In this episode, we’re talking about 529 plan qualified expenses.We’ll walk you through what you can use your 529 plan for and share some helpful tips to make sure you're getting the most out of it.ACap Advisors & Accounta...
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Season 5
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Episode 5
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8:54
Should You Pay Off Your Mortgage?
In this episode Ara & Matt explain what to consider when deciding whether to pay off your mortgage.Schedule a Consultation:
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Season 5
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Episode 4
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3:24
Electric Vehicle Tax Credit 2024
In this episode, we're going to discuss EV tax credit, and how you can qualify for it in 2024.Schedule a consultation with ACap fiduciary financial advisors:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CA...
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Season 5
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Episode 3
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7:15
Mortgage Loan: Process, Documentation and Key Factors
In this episode we talk about mortgage loans, what you need to know about getting a home mortgage. Starting from the mortgage process and required documentations to the key factors in purchasing home, we cover all the important things y...
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Season 5
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Episode 2
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57:20
How are Treasury Bills (T-Bills) Taxed?
In this episode, we talk about Treasury Bills (T-Bills) taxation, how to buy and sell T-Bills, what happens when T-Bills mature and how to calculate their tax equivalent yield. Read the full article on T-Bills taxation at https://w...
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Season 5
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Episode 1
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14:45
Dow Jones Industrial Average
The Dow Jones Industrial Average is the most well-known share index in the USA. In this episode we talk about why it is so important and how to invest in the Dow.Read the full article:
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Season 4
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Episode 15
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7:14
What is a stock split? Are they Good or Bad for Investors
In this episode, we talk about the stock splits. We'll answer key questions, such as: What exactly is a stock split? What's the difference between a forward and reverse stock split? Are stock splits good or bad for investors? We'll also explore...
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Season 4
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Episode 14
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6:05
Cash Balance Plans: What You Need To Know
Cash Balance plans offer a great way to boost your retirement savings, lower your taxes, and speed up your savings during high-income years. They provide more flexibility compared to traditional pension plans, yet allow for high annual contribu...
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Season 4
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Episode 13
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35:56