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 one of the most important market factors in recent history: the upcoming "Great Wealth Transfer" that will pass over 80 TRILLION dollars to younger generations. Statistics say most people are not prepared to effectively manage a financial windfall. Learn how to be prepared so you can avoid the common pitfalls of inheritors.

The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we discuss the EV tax credit! Learn if you qualify, how to claim it, and some tips designed to maximize your taxes saved with this credit. Do everything right, and get up to $7,500 back on your taxes this year!

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 insurance :when you should get it, what type of insurance you need, and why insurance as an investment is a terrible option.

The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we discuss rental real estate. Learn some key concepts to understand if you rent out your personal residence during the year. And, learn the IRS rules for treating rental properties as business activities, qualifying you for the QBI deduction, more write offs, and active loss recognition!