Episodes

  • Avoiding the 3.8% Net Investment Income Tax

    Avoiding the 3.8% Net Investment Income Tax
    Jun 18 2021
    Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management
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    Less than 1 minute
  • Exceptions to the 10% Early Withdrawal Penalty For IRAs - IMPEACHEDD

    Exceptions to the 10% Early Withdrawal Penalty For IRAs - IMPEACHEDD
    Jun 18 2021
    Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management
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    Less than 1 minute
  • Qualified Opportunity Zone With Examples

    Qualified Opportunity Zone With Examples
    Jun 18 2021
    Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management Hi everyone, my name is Tan, and I am an independent CERTIFIED FINANCIAL PLANNER™ practitioner at TAN Wealth Management. The purpose of this educational video is to provide a basic understanding and awareness of the Qualified Opportunity Zone (QOZ). Overview - What is a qualified opportunity zone (QOZ)? - What is a qualified opportunity fund (QOF)? - What are the tax benefits to the investors? - Quotes directly from the IRS website
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    Less than 1 minute
  • Alternative Minimum Tax (AMT) Credit Examples

    Alternative Minimum Tax (AMT) Credit Examples
    Jun 18 2021
    Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management Alternative Minimum Tax (AMT) Credit - how incentive stock options trigger alternative minimum tax and how alternative minimum tax credits are used to offset regular tax liability. Hi everyone. My name is Tan and I am an independent Certified Financial Planner Practitioner at TAN Wealth Management. In today’s educational video, I will go over 4 scenarios so you can better understand how incentive stock options trigger alternative minimum tax and how alternative minimum tax credits are used to offset regular tax liability.
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    Less than 1 minute
  • What is Alternative Minimum Tax (AMT)

    What is Alternative Minimum Tax (AMT)
    Jun 18 2021
    Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management Overview - Why does alternative minimum tax exist? - What is the alternative minimum tax (AMT)? - How to calculate alternative minimum tax - How to calculate alternative minimum tax income (AMTI) - How to calculate alternative minimum tax (AMT) - What is an alternative minimum tax exemption? - What are the 2021 AMT exemption amounts? - In general, what does “phaseout” mean? - The alternative minimum tax exemption phaseout - Why you should not go over the annual alternative minimum tax income phaseout amount - What are the alternative minimum tax rates for 2021? - What happens when you exercise incentive stock options (ISOs)? - Form 6251 - AMT credit - Using AMT credit - Why do you get taxed on the bargain element if you are subject to AMT? - I am currently not subject to AMT liability. How do I know if I am subjected to AMT liability when I exercise my ISOs? - Understanding the relationship between alternative minimum tax and incentive stock options - Does California have AMT? - AMT and incentive stock options in non-public companies
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    Less than 1 minute
  • What is the 3.8% Net Investment Income Tax (NIIT)

    What is the 3.8% Net Investment Income Tax (NIIT)
    Jun 18 2021
    Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management Overview - What is the 3.8% Net Investment Income Tax (NIIT)? - What individuals are subject to the Net Investment Income Tax? - What is modified adjusted gross income? - Different modified adjusted gross incomes relate to different topics - What is the modified adjusted gross income for Net Investment Income Tax purposes? - What is included in the Net Investment Income Tax? - “What are some common types of income that are not Net Investment Income?
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    Less than 1 minute
  • What is Net Unrealized Appreciation (NUA)

    What is Net Unrealized Appreciation (NUA)
    Jun 18 2021
    Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management Overview - What is net unrealized appreciation (NUA)? - What is the net unrealized appreciation strategy? - What are the net unrealized appreciation (NUA) qualifying events? - The two net unrealized appreciation (NUA) taxable events - Net unrealized appreciation strategy examples - Disadvantages of the NUA strategy - Should conservative investors do the NUA strategy? - Does the 3.8% net investment income tax apply to the net unrealized appreciation? - Does the 10% early withdrawal penalty apply to the NUA strategy? - Net unrealized appreciation strategy insights
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    Less than 1 minute
  • Restricted Stock Units (RSUs) Comprehensive Guide

    Restricted Stock Units (RSUs) Comprehensive Guide
    Jun 18 2021
    Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management Overview: - What are restricted stock units? - Grant date explanation. - Vesting period explanation. - Types of vesting schedules. - How to estimate your restricted stock units (RSUs) and restricted stock value? - What is an Internal Revenue Code Section 83(b) election? - Dividends. - Vesting Date. - Internal Revenue Code section 409A. - Tax withholding methods starting with the highest risk due to a concentrated stock position. - Examples of tax withholding methods. - Stock Swap. - Estimated tax due. - Sell Date. - What should I do after my restricted stock units and/or restricted stock vested? - If you sell the employer’s stock, you should understand your tax liability. - Avoid insider trading with a Rule 10b5-1 Trading Plan. - What you should know about restricted stock units and restricted stock plans. - Questions to ask your employer so you can truly understand your restricted stock units and restricted stock plans. - Choices you need to decide to optimize your restricted stocks units. - Tracking your restricted stock units and restricted stock is key. - Frequently asked questions on restricted stock units (RSUs) and restricted stock. - How can I maximize my restricted stock units and/or restricted stock? - What are the top 3 things to love about restricted stock units (RSUs) and restricted stock? - What are my restricted stock units and/or restricted stock cost basis, and what happens to the shares my company withholds for taxes? - My restricted stock units and/or restricted stock vested, I sold shares of my employer’s stock at a loss, how am I taxed? - What happens to my restricted stock units and/or restricted stock when my company’s stock splits? - When should I sell my restricted stock units (RSUs) and/or restricted stock? - What are the disadvantages of restricted stock units and restricted stock? - What are the common mistakes with restricted stock units and restricted stock? - Problems with restricted stock units (RSUs) and restricted stock employees are confused about. - How are restricted stock units (RSUs) and restricted stock taxed? - Taxation summary. - Restricted stock units summary. - Strategies to consider with restricted stock units and restricted stock. - Take advantage of the volatility in the stock price.
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    Less than 1 minute