Brandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we explore the perverse incentives of financial "influencers" and explain how to search for sound, accurate financial advice instead!

The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we discuss estate and gift taxes. Learn how much you can give yearly in tax-free gifts, understand if you might have to pay taxes if you die, and consider if effective gifting strategies can lower potential estate taxes in death.

Brandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we explore the sadly underutilized world of retirement planning for small business owner. Learn how to aggressively invest into your retirement and reduce taxes by tens of thousands of dollars!

Brandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we talk numbers, and help you plan for retirement by calculating how much money you need at YOUR age to retire a millionaire!

Brandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we talk about the ugly truths of annuity products and the market surrounding them. Learn about who they might be right for, and explore alternative fixed income strategies!

Brandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we dive into the details of the 457(b) plan and how its many advantageous set up every first responder to retire a millionaire!

The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we dive into the difference between short term and long term capital gains and how to effectively utilize long term capital gains in retirement to pay 0% in taxes. We also cover the concept of "stepping up" stock basis upon death and how to utilize low income years to increase stock basis.