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Updated almost 5 years ago,

User Stats

45
Posts
38
Votes
Suzanna Lam
  • Real Estate Professional
  • San Jose, CA
38
Votes |
45
Posts

Financial Literacy Month of April

Suzanna Lam
  • Real Estate Professional
  • San Jose, CA
Posted

In case you're not aware, April is financial literacy month.  I'd like to take this opportunity to invite you to attend 4 free financial workshops plus my weekly webinar about tax planning.  The goal, of course, is to get back to the basics: what's the difference between real rate of return versus average rate of return, why saving taxes is super important, what's compounding interest, how can you tell the pros and cons of using different life insurance as a financial instrument for your RE deals, is your real estate activity a trade or business or is it an investment activity, and why it matters, etc... etc....

As I'm putting together a webinar for the most requested topic for the next 3 weeks so I'd like to get your input, what would you like to learn more about from a tax CPA, retirement planning specialist?  Last Saturday I discussed about 4 ways to deferred capital gains on appreciated properties (RSU's, stock, real estate, business etc..) without getting into a 1031 exchange transaction.  Very high level.  This week I'll be discussing about hobby losses because it seems like people get on the gig economy bandwagon nowadays more than ever and not all of them make that much money especially people in the San Francisco Bay Area.  So the sky is the limit as far as topic ranges go, go at it if you want and I'll rank your requests and choose the most requested topic to talk about.  Thanks.