ACap Advisors & Accountants is a boutique fee-only Wealth Management and full-service Accounting firm based in Los Angeles. We handle everything from taxes to investments to risk management and estate planning, providing comprehensive, unbiased financial
In my previous episodes, I covered what a 529 plan is, and explained their advantages and disadvantages. Today, we're diving a little deeper about this amazing plan and the extensive list of its eligible expenses.ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm.Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comFinancial Advisor in Los Angeles, CACPA in Los Angeles, CA#fiduciaryfinancialadvisor
Homeowners insurance is a necessary expense for protecting your property. The basics of what you need to know about it, how much coverage will provide the best protection and so much more are discussed in this episode!ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm.Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comConnect with ACap on social media:Twitter: https://twitter.com/acapamFacebook: https://www.facebook.com/ACapAdvisorsAccountants/LinkedIn: https://www.linkedin.com/company/acapadvisorsaccountants/Instagram: https://instagram.com/acapadvisorsaccountantsFinancial Advisor in Los Angeles, CACPA in Los Angeles, CA#fiduciaryfinancialadvisor
UTMA, UGMA and 529 plans are all great options for parents who want to save up for their child's future. This episode can help you decide which one is best!ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm.Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comFinancial Advisor in Los Angeles, CACPA in Los Angeles, CA
Did you know that you could donate your required minimum distribution (RMD) to charity? It can be a great way of giving back! In this episode we'll cover:What is an RMD and how does it work?What is a qualified charitable distribution and how to donate your RMD using QCD?What's the maximum you can do with a qualified charitable distribution?Benefits of donating your IRA directly to the charityExamples: Donating your IRA RMD directly to charityACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm.Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comFinancial Advisor in Los Angeles, CACPA in Los Angeles, CA
There are a couple of key differences between qualified dividends and non-qualified dividends. The big difference lies in the taxes! Listen closely if you're ready for an in-depth explanation of how this can affect you and your finances.ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm.Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comFinancial Advisor in Los Angeles, CACPA in Los Angeles, CA
What's the difference between a W-2, W-9 and W-4? Which one should you file for your taxes this year? There are subtle differences you need to know! Let's go through each tax form in today's episode!ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm.Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comFinancial Advisor in Los Angeles, CACPA in Los Angeles, CA
In this episode we'll discuss whether or not to invest in cryptocurrencies and if so, how much of your portfolio you should allocate. ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm. Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comFinancial Advisor in Los Angeles, CACPA in Los Angeles, CA
With the popularity of cryptocurrency continuing to rise, more and more people are learning how it works. So today, we're going to talk about taxation of cryptocurrency and how it could possibly affect you when you buy, sell or get paid using cryptocurrency.ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm. Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comFinancial Advisor in Los Angeles, CACPA in Los Angeles, CA
You may have heard about SPACs or a Special Purpose Acquisition Company. In this episode we will discuss:1. What is a SPAC and why do they exist?2. How do SPACs work?3. Why are SPACs called Blank Check companies?4. What is the difference between a SPAC and an IPO?ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm. Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com
Today, we're going to discuss the different types of #1099s.
In this episode our subject matter expert is healthcare attorney John Mills from Nelson Hardiman. The topic of discussion is Insurance Reimbursements. In particular, we talk about:1. Medicare reimbursement2. Reasons of overpayment disputes with healthcare insurance companies3. What are fraud, waste & abuse4. Why a provider gets audited: reasons and consequences5. How the provider can minimize the risk of audits6. What are the defenses, that a provider can raise 7. What are the certain branches of medicine that tend to feel more riskier in reimbursementsACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm. Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com
Our subject matter expert in this episode is college counselor Evelyn Jerome-Alexander.The topics we cover during this webinar include:1. How to get your child into college2. College search and application process3. Extracurricular activities for students4. College entrance requirements: SAT, PSAT5. Private schools vs. public schools6. Education financing: student loans7. Expected Family Contribution (EFC) and FAFSA 8. What is demonstrated financial need and how to check it for each college8. Need based and merit based financial aids for studentsACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm. Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com
Our Subject Matter Expert in this episode is Benjamin Sarto, P&C Broker.The topic of discussion is Cybersecurity Insurance, in particular:1. What is Cyber Insurance2. Cybersecurity Pricing3. Cybersecurity Coverage & types4. Cyber Security DeductiblesBen Sarto Contact Informationhttps://www.linkedin.com/in/benjamin-sarto-clcs-500b8373/bsarto@gordoninsurance.com(650) 567-3562ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm. Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com
In this episode, we will discuss California Assembly Bill (AB) 150. Some of the things we'll cover include:1. What is California AB 150?2. What is the Small Business Relief Act under California AB 150?3. Which entities qualify for AB 150?4. Which entities do not qualify for AB 150? 5. How to calculate the benefit of AB 150?6. When are taxes due for AB 150?7. What are some of the downsides to AB 150?Check out our blog posts:What is California AB 150: SALT Workaround at https://www.acapam.comACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm. Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com
The 1099 is a tax form that many people have heard of, but few know the details about who it applies to and why. I will take care of those questions right now! ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm. Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com
Did you have a loss you were unable to deduct? Then you were subject to the wash sale rule. This episode describes the wash sale rule and how to avoid it. ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm. Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com
The rules for the inherited IRA changed dramatically under the SECURE Act of 2019. This episode defines inherited IRAs and the new 10 Year Rule for inherited IRAs as a result of the SECURE Act of 2019. ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm. Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com
The reasons why you should use a 529 plan are many, but there is always a downside. In my previous episode we talked about all the benefits to investing in these tax-advantaged accounts. Now, let me share some the disadvantages of a 529 plan to help you reach a final decision!ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm. Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com
The cost of college education is rising at more than twice the rate of inflation. Having the right type of investment vehicle is very important. A 529 plan is a type of college savings vehicle that you can use to save for your child's education. In this episode, I'll share the 9 benefits of 529 Plans.ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm. Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com
Ara Oghoorian, President of ACap Advisors and Accountants, discusses inflation trends with Your Money host Kent Smetters on Business Radio, SiriusXM 132.This episodes is originally aired on Business Radio, SiriusXM Channel 132ACap Advisors and Accountants is a fee-only fiduciary wealth management and full-service accounting firm based in Los Angeles, CA.Schedule a Free Consultation:https://www.acapam.com/contact/CFP Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com
In this episode we cover:1. What is a trust?2. Do I need to setup a trust?3. When you do NOT need a trust.4. What is probate?5. Do I need a lawyer to setup a trust?Read full article:https://www.acapam.com/taxes/what-is-a-trust-and-do-i-need-one/Financial Advisor in Los Angeles, CACPA in Los Angeles, CASchedule a free Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com
In this ACap ReCap episode we cover:1. What is probate?2. Why should you try to avoid probate?3. Steps to avoid probate court.Read full article:https://www.acapam.com/taxes/how-to-avoid-probate/Financial Advisor in Los Angeles, CACPA in Los Angeles, CASchedule a free Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com
In this episode Ara & Matt explain what to consider when deciding whether to pay off your mortgage.Schedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com
Should you be making tax payments throughout the year? Depending on your source of income, the answer is yes. In this episode, Ara & Matt discuss what estimated tax payments are, who should pay them, and some strategies on how to navigate them.Don't wait until tax time, contact a CPA today like ACap Advisors & Accountants. Schedule a free consultation at https://www.acapam.com/contact/, or by calling (818) 272-8511Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com
In this episode, Ara & Matt explain the differences between investing in individual stocks (like Disney, Apple, or Google) versus funds (such as ETFs like an S&P 500 index fund or NASDAQ fund) and what makes for a good investment portfolio.Looking for more information about investing and saving for retirement? ACap Advisors & Accountants is a Fee-Only wealth management and full-service accounting firm headquartered in Los Angeles. For more resources, visit our website.Schedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com
In this episode, we will discuss stock splits and if they are good or bad for investors. Here are some of the questions we will cover:1. What is a stock split?2. What is the difference between a forward and a reverse stock split?3. Is a stock split good or bad for investors?4. How does a stock split affect my cost basis?5. How does a stock split affect my taxes?Read Full Article:https://www.acapam.com/blog/whats-a-stock-split-and-how-does-it-impact-cost-basis/Schedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com
In this episode Ara & Matt explain the key differences between a Roth IRA and Traditional IRA, and how they can benefit you.Schedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com
In this ACap ReCap episode, Ara & Matt discuss cannabis stocks, and whether or not it's a good investment.Schedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com
In this episode, Ara & Matt discuss why it may be better to pay at tax-time.Financial Advisor in Los Angeles, CACPA in Los Angeles, CASchedule Free Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com
In this episode Ara Oghoorian & Matt Crisafulli of ACap Advisors & Accountants discuss credit scores and credit reports.Schedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com
In this episode Ara Oghoorian & Matthew Crisafully explain the basics and differences in 401k types, including the growth opportunities of contributing.Subscribe to our channel.ACap is a one-stop-shop #wealthmanagement and #CPA company.Trust your #financialplanning to our expects.Schedule a free consultation at https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.com
In this episode, we cover:1. What is a fiduciary financial advisor?2. How do I know if my financial advisor is a fiduciary?3. How does a fiduciary financial advisor get paid?4. How to find a fiduciary financial advisor.ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California.Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comFinancial Advisor in Los Angeles, CACPA in Los Angeles, CA#fiduciaryfinancialadvisor
In this episode we cover.1. Did the home office deduction go away in 2018?2. Who qualifies for the home office deduction?3. What expenses are deductible?4. What are the two methods used to calculate the home office deduction?Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comConnect with ACap on social media:Twitter: https://twitter.com/acapamFacebook: https://www.facebook.com/ACapAdvisors...LinkedIn: https://www.linkedin.com/company/acap...Instagram: https://www.instagram.com/acapadvisor...Fiduciary Oath/Pledgehttps://www.acapam.com/financial-advi...Financial Advisor in Los Angeles, CACPA in Los Angeles, CA#fiduciaryfinancialadvisor #homeofficededuction #financialplanner #finance
In this episode Ara and Matt discuss why it may be better to pay at tax-time. Schedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CA12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comConnect with ACap on social media:Twitter: https://twitter.com/acapamFacebook: https://www.facebook.com/ACapAdvisors...LinkedIn: https://www.linkedin.com/company/acap...Instagram: https://www.instagram.com/acapadvisor...Fiduciary Oath/Pledgehttps://www.acapam.com/financial-advi...Financial Advisor in Los Angeles, CACPA in Los Angeles, CA#fiduciaryfinancialadvisor #tax #taxes #taxrefund #taxplanner
In this episode we discuss the new 1099-NEC form which goes into affect 2021 for the 2020 tax year. We will discuss:1. What is the Form 1099-NEC?2. What is the threshold for filing a 1099-NEC?3. When are 1099s due?4. Are there any exemptions to filing a 1099-NEC or 1099-MISC?Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comConnect with ACap on social media:Twitter: https://twitter.com/acapamFacebook: https://www.facebook.com/ACapAdvisors...LinkedIn: https://www.linkedin.com/company/acap...Instagram: https://www.instagram.com/acapadvisor...Fiduciary Oath/Pledgehttps://www.acapam.com/financial-advi...CFP Financial Advisor in Los Angeles, CACPA in Los Angeles, CA
In this episode we discuss the new COVID relief package signed on December 27, 2020, also known as the Consolidated Appropriations Act of 2021. While the Bill provides aid to various segments of the economy such as stimulus checks and expanded unemployment benefits, this video will cover the $284 billion allocated to additional PPP funds. We will discuss:1. How to qualify for new PPP loans?2. Is there a limit to the PPP funds I can receive?3. How are the new PPP fund amounts calculated?4. How the new Bill addresses additional expenses paid for by PPP funds, a simplified forgiveness process, and EIDL Advances.Schedule a Consultation:https://www.acapam.com/contact/12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comConnect with ACap on social media:Twitter: https://twitter.com/acapamFacebook: https://www.facebook.com/ACapAdvisors...LinkedIn: https://www.linkedin.com/company/acap...Instagram: https://www.instagram.com/acapadvisor...Fiduciary Oath/Pledgehttps://www.acapam.com/financial-advi...CFP Financial Advisor in Los Angeles, CACPA in Los Angeles, CA#fiduciaryfinancialadvisor #financialplanner #financialadvisor #acapadvisors #PPP2
Some topics discussed:1. Should I name a trust as the beneficiary of my IRA?2. How did the SECURE Act change spousal IRAs?3. What are the new rules for inherited IRA distributions?4. What is a "see-through trust"5. How to name beneficiaries for an IRA.Subscribe to ACap Advisors & Accountants YouTube Channel:https://www.youtube.com/c/Acapam/feat...Schedule a Consultation:https://www.acapam.com/contact/Financial Advisor in Los Angeles, CACPA in Los Angeles, CAACap Advisors & Accountants, LLC12031 Ventura Blvd., Suite 1Studio City, California 91604(818) 272-8511hello@acapam.comLaw Offices of Marc Schwartz15910 Ventura Blvd., Suite 1006Encino, CA 91436(818) 804-4691info@mjslawfirm.com
Our Subject Matter Expert in this episode is Intellectual Property attorney Dr. Adam Diament to discuss patents. Specifically, we cover:1. What does an intellectual property attorney do?2. What is a patent?3. How does a patent differ from a copyright, trademark, and trade secret? 4. You have patent, but how to protect it?5. Costs and time associated with getting a patent.Dr. Adam Diament, AttorneyWebsite: https://www.diamentpatentlaw.com/Phone: (424) 281-0162Email: adam@diamentpatentlaw.comAra Oghoorian CFA, CFP®, CPAFounder and President of ACap Advisors & AccountantsSchedule a Consultation:https://www.acapam.com/contact/Phone: (818) 272-8511Email: hello@acapam.comCFP Financial Advisor in Los Angeles, CACPA in Los Angeles, CA
© 2020-2025 Ivy Podcast Discovery LLC
