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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