Taking Control with Self-Directed IRAs
Taking Control with Self-Directed IRAs https://youtu.be/DInmn4LBEvk Most retirement accounts keep you on a limited menu—stocks, bonds, and mutual funds. While these traditional investments can help you grow your wealth, they don’t give you access to tangible assets like real estate, gold, or private businesses. That’s where a Self-Directed IRA comes in. A Self-Directed IRA allows […]
5 Signs You’ve Outgrown Your TurboTax or “Strip Mall” Accountant.
5 Signs You’ve Outgrown Your TurboTax or “Strip Mall” Accountant When you first start working or running a small business, using DIY tax software or a basic tax preparer may be enough. Tools like TurboTax or a low-cost local accountant can help you file accurately and stay compliant. But as your income grows, your investments […]
Estate Planning for 2026 and Beyond
Estate Planning for 2026 and Beyond https://youtu.be/KyxNjMRhGVQ For years, high-net-worth families have been watching the calendar, expecting the generous estate tax exemption to sunset after 2025. Many assumed the exemption would be cut in half, dramatically increasing estate tax exposure. That uncertainty is now gone. Legislation signed in 2025 has permanently reshaped the estate planning […]
Unlock Bigger Deductions on Rental Real Estate
Unlock Bigger Deductions on Rental Real Estate https://youtu.be/F_XQKBMdPIM If you own rental properties, understanding how your losses are treated for tax purposes is crucial for maximizing your savings. Many landlords are surprised to learn they have losses on paper but still owe significant taxes. This happens because of IRS passive activity rules. However, there is […]
The “Go See Ed” Philosophy: Why You Need a CPA Who Is Also a Real Estate Investor
The “Go See Ed” Philosophy: Why You Need a CPA Who Is Also a Real Estate Investor When it comes to real estate investing, having the right CPA can be the difference between building long-term wealth and overpaying in taxes year after year. If your CPA understands tax law but doesn’t understand real estate investing […]
Businesses Act Soon to Take Advantage of Clean Energy Tax Incentives
Businesses Act Soon to Take Advantage of Clean Energy Tax Incentives https://youtu.be/dHXOMjijvII As a business owner, understanding upcoming tax deadlines is critical—not just for compliance, but for maximizing cash flow and long-term savings. One of the largest tax opportunities of 2026 is approaching fast, and many business owners don’t even realize it yet. Several major […]
So You Got Rich Overnight Now What (Managing a Sudden Windfall)
So You Got Rich Overnight Now What (Managing a Sudden Windfall) https://youtu.be/rcOgFBNOyRo Getting a sudden pile of cash is exciting, but without a plan, it can vanish just as quickly. Maybe it’s an inheritance, a legal settlement, a big bonus, or even a lottery win. If you want your windfall to last, this guide will […]
Tax Prep vs. Tax Planning: Why Filing in April is Too Late to Save Money.
Tax Prep vs. Tax Planning: Why Filing in April is Too Late to Save Money. Most taxpayers treat tax season like a deadline — something to check off the to-do list in April. But here’s the truth: waiting until April to think about your taxes could be costing you thousands of dollars. In this article, […]
Tips & Overtime Tax Hack
Tips & Overtime Tax Hack https://youtu.be/LoOjTy6YGg8 Hello, and welcome back to the Guerrero CPA Podcast. I’m your host, Ai Eddie, here to cut through the noise and bring you tax updates that actually matter to your wallet. If you worked hard in 2025 and earned extra cash through tips or overtime, the IRS may have […]
Earned Tips or Overtime in 2025? You May Qualify for a New Tax Deduction
Earned Tips or Overtime in 2025? You May Qualify for a New Tax Deduction If you earned tips or overtime pay in 2025, understanding how the new tax deductions work could save you thousands of dollars — or cost you if done incorrectly. With strict income limits and technical rules, this is one area where […]