The interview on Financial Insider Weekly to be broadcast in San Jose and Campbell on Fridays, June 2 and 9 is with Michael Jones, CPA of Thompson Jones LLP. Our interview subject is “Beneficiary designations for retirement accounts.” The interview will be broadcast at 9:30 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org. You can find broadcast times for other San Francisco Bay Area cities and past episodes at www.financialinsiderweekly.com.
What are reporting requirements for foreign bank and investment account?
The interview on Financial Insider Weekly for this week is with attorney David Howard.. Our interview subject is "Reporting requirements for foreign bank and investment accounts."
What federal reporting is required for foreign assets?
This week’s interview on Financial Insider Weekly is with CPA and attorney David Holward of Loomis & Co., CPAs, LLP. Our interview subject is "Foreign account reporting update."
What community property issues should you be aware of for retirement accounts?
This week’s interview on Financial Insider Weekly is with Michael Jones, CPA of Thompson Jones LLP. Our interview subject is "Community property issues for retirement accounts."
How can you fix IRS problems from failing to report foreign assets?
This week's interview on Financial Insider Weekly is with attorney and retired CPA David Howard of Hoge, Fenton, Jones & Appel. Our interview subject is "Fixing IRS problems for reporting foreign assets."
How should you handle retirement accounts after a death?
This week's interview on Financial Insider Weekly is with attorney Raymond Sheffield of the Sheffield Law Office. Our interview subject is "Handling retirement accounts after a death."
What estate planning is required for retirement accounts?
This week's interview on Financial Insider Weekly is with attorney Raymond Sheffield of the Sheffield Law Office. Our interview subject is "Estate planning for retirement accounts."
What should you know about estate planning for retirement accounts?
This week's interview on Financial Insider Weekly is with attorney Raymond Sheffield of the Sheffield Law Office. Our interview subject is "Estate planning for retirement accounts."
What are the federal reporting requirements for foreign bank and brokerage accounts? (Due June 30!)
This week’s interview on Financial Insider Weekly is with attorney and retired CPA David S. Howard of Hoge, Fenton, Jones & Appel. Our interview subject is "Federal reporting requirements for foreign bank and brokerage accounts".
What special rules for account owners and beneficiaries apply to retirement accounts in community property states?
This week’s interview on Financial Insider Weekly is with Michael Jones, CPA of Thompson Jones LLP. Our interview subject is "Community property issues for retirement accounts".