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Howard in Metairie: Advantages of using a Trust to Pass Along your Assets?

Wes Blanchard

Our Estate Planning Attorney Wesley Blanchard helps Howard from Metairie understand the advantages of using a Trust to pass along his assets.

Winning at Life: Bar Tab Metaphor for Trump Tax Reforms

Winning at Life title

Gregory Ricks and James Parker review a metaphor about splitting up a bar tab that tries to illustrate the similar nature of President Trump’s tax reform. White House Press Secretary Sarah Huckabee Sanders tells the parable to the media at a press conference, so how accurate is the comparison?

How to Take Advantage of Tax Reform Before Year’s End

Jude Heath CPA of the Total Wealth Authority

by: Jude Heath CPA 6 tax savings ideas to consider before year’s end 1. Pay your 2018 property taxes early If your state and local taxes will be greater than $10,000, pay the excess by December 31st, leaving $10,000 to deduct in 2018. 2. Make an extra mortgage payment Make your January mortgage payment in
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Craig in Biloxi: How Will My Government Pension Affect My Social Security?

Winning at Life title

Craig calls in from Biloxi to ask Gregory Ricks about how his government pension affects his social security.

Winning at Life: Harry in Metairie, LA: What’s the difference in s-corp and c-corp?

Jude Heath CPA of the Total Wealth Authority

Harry calls in from Metairie, Louisiana and asks the difference between an s-corp and a c-corp. We have Jude Heath, CPA of the Total Wealth Authority, joining Gregory and James in studio to help.