Episode 10 - Six Key Considerations – Roth Retirement Accounts

July 4, 2017

Matt Wheeler shares 6 key considerations for Roth Retirement accounts, and how the tax-free aspects of this account excite a lot of people at first glance. However, there are a lot of things to consider before actually funding a Roth Retirement Account. The money that goes into a Roth account is post-tax money, and while a Roth Retirement Account can be a good idea, proper planning is key to be tax efficient over the long-term.

Learn more about Roth Retirement Accounts and the six key considerations in this podcast:

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Episode 9 - Vacation Home Tax Considerations

July 4, 2017

Matt Wheeler shares how many people are unaware of the substantial tax breaks available to them when they own a vacation home or multiple homes. If you are not using your vacation home often, then it may be advantageous to consider renting out the property.  Learn more about the possible tax breaks available if you consider renting out your second/vacation home in this podcast:

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Episode 8 - Choice of Entity – Multiple Owners

June 14, 2017

Matt Wheeler shares his insights on the pros and cons of the different entities available to businesses with multiple owners. In this podcast Matt covers Partnerships, C Corporations, and S Corporations. Each fact pattern is unique and the decision on which legal entity to use will hinge on these subtle details.

Learn more about the different legal entities available to multiple owner businesses in this podcast:

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Episode 7 - 7 Common Peer Review Deficiencies

May 19, 2017

In this podcast Michael shares 7 common peer accounting review deficiencies that he has gathered to help his current clients, prospective clients and the CPA industry. Learn more about these common peer accounting review deficiencies in this podcast:

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Episode 6 - Choice of Entity (Part 1)

May 19, 2017

Matt Wheeler discusses the different forms of legal entities for business owners, and how to identify the appropriate form of entity needed for a new business venture or an existing business you are thinking about changing the structure of. As a business owner you will need to consider all the tax, legal, and practical implications. However, one of the first things you really need to ask is, do you even need a entity for your business? Learn more in this podcast:

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Episode 5 - Accounting Standards Updates - 5 Key Changes

May 18, 2017

The Financial Accounting Standards Board (FASB) released the Accounting Standards Update (ASU) 2016-14 in August 2016. Learning about this early is really important, as the Board has given some time before its implementation. This update changes the financial statement reporting for nonprofits. This podcast discusses the 5 Key Changes of the recent ASU 2016-14 for nonprofit organizations:

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Episode 4 - 7 Financial Strategies for Working Families

May 18, 2017

In this podcast we discuss the basic strategies that can at the very least, help working families position themselves better financially. The problem is that a lot of these young families don’t really have a strategy, or they start too late and did not take advantage of early opportunities.  Learn about these 7 Financial Strategies for Working Families in this podcast:

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Episode 3 - Why You Shouldn’t Defer Income in Your Retirement Gap Years

May 18, 2017

What are the Retirement Gap Years?

It is the period between when you stop working up to the time that mandatory distributions from retirement accounts kick in. This is usually from the year of retirement up to age 70.  This podcast discusses the long term strategy that can be used in the retirement gap years to smooth out your tax liability over time:

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Episode 2 - Michael Bryant - Wheeler Accountants

May 18, 2017

In this podcast we interview Michael Bryant, Partner at Wheeler Accountants based in San Jose, California.  Michael shares his audit and litigation expertise, what drives him and his leading edge accounting approach.

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Episode 1 - Matthew Wheeler - Wheeler Accountants

May 18, 2017

In this podcast we interview Matt Wheeler, Managing Partner of Wheeler Accountants based in San Jose, California.  Matt shares his expertise, passion, and vision for his tech savvy, high energy accounting firm in the Silicon Valley.

 

 

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