Charitable Giving Strategies

Jarrett B. Topel | Blog Link

As we come to the end of another calendar year, many people who are fortunate enough to have the ability to give to…

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Episode 80: Thankful

Gavin L. DiStasi | Podcast link

In this episode we discuss what we’re thankful for this holiday season

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Taxation of Home Sales

Gavin L. DiStasi | Blog Link

The taxation rules relating to selling a home are fairly simple. Be it your primary home or an investment property, the amount subject…

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Episode 79: Stocks For The Win

Jarrett B. Topel | Podcast link

In this episode we discuss the long-term advantages of investing in equities

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Episode 78: Understanding Tax Filing Status

Gavin L. DiStasi | Podcast link

In this episode we discuss the five main tax filing statuses

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Interest in Inflation

Jarrett B. Topel | Blog Link

Inflation and interest rates… Interest rates and inflation.  Anywhere you look or listen these days, you seem to see or hear the same…

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Episode 77: Home Basis

Jarrett B. Topel | Podcast link

In this episode we discuss recent changes to property tax rules in CA

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