The podcast
ACap ReCap
Financial and tax tips from ACap Advisors & Accountants — the latest financial news, the questions we get asked most, and what they mean for your money.
136 episodes
- Cost Segregation Explained: Maximizing Tax Deductions on Rental Properties Cost segregation is one of the most powerful tax strategies available to real estate investors, but it is…
- How to Fill Out IRS Form 4547 for Trump Accounts, Step by Step Want to open a Trump Account for your child and claim the possible $1,000 government contribution? In this…
- Trump Accounts vs IRAs, What Parents Need to Know Trump Accounts and IRAs are not the same, but used together, they can create a powerful head start…
- Graduation Money Advice: How to Build Wealth From Your First Paycheck Graduating is more than the end of school, it is the beginning of your financial life. In this…
- Trump Accounts Explained, New $1,000 Government Investment Account for Kids Ara breaks down the new Trump Accounts created under the One Big Beautiful Bill Act, a tax advantaged…
- S&P 500: The Truth Most Investors Miss Is investing in the S&P 500 enough to build real wealth, or are you leaving money and protection…
- What Is Social Security and How It Really Works, Taxes, Benefits, and Retirement Strategy Explained If you’ve ever looked at your paycheck and wondered where your money is going, Social Security is a…
- IRS Penalties Explained, The Costly Tax Mistake That Can Add 25% Most taxpayers do not realize how expensive IRS penalties can get until it is too late. In this…
- How Social Security Is Taxed, Avoid the 85% Tax Trap How Social Security Is Taxed, Avoid the 85% Tax Trap and Lower Your Retirement Taxes Most retirees don’t…
- How to Open Your First Investment Account and Buy Your First Investment, Step by Step How to Open Your First Investment Account and Buy Your First Investment, Step by Step Guide If you…
- Medicare Surcharges Explained: How IRMAA Can Shrink Your Social Security in 2026 Your Social Security check can drop by hundreds per month without warning. The reason is IRMAA, the Medicare…
- RSUs Explained: Vesting, Taxes, and Smart Strategies for High-Income Professionals Restricted Stock Units (RSUs) can be a powerful wealth-building tool — or a tax headache if mismanaged. In…
- Roth IRA Income Limits Explained: AGI vs. Modified AGI and Why It Matters Why can’t I contribute to a Roth IRA if I make too much? The answer almost always comes…
- Backdoor Roth IRA: How High Earners Can Still Contribute Think your income is too high to contribute to a Roth IRA? You’re not alone — and you’re…
- 5 Strategies to Lower Your Tax Bill Most people overpay in taxes—not because they earn too much, but because they don’t plan. In this episode,…
- 1099 Mistakes That Cost Business Owners Thousands (And How to Avoid Them) Every January, 1099 forms trip up business owners—and the mistakes aren’t harmless. File late, use the wrong form,…
- From Brokerage to Big Rigs: Tristan Bordalo on Building Sellable Businesses, an Entrepreneur’s Guide In this episode, Ara sits down with serial entrepreneur Tristan Bordallo to break down what entrepreneurship actually looks…
- 7 Smart Money Moves to Make Before December 31 to Cut Taxes and Boost Your Investment Strategy Before the year is over, there are still real, actionable steps you can take to reduce your tax…
- How a 7-Figure Content Creator Can Save Over $100K in Taxes In this case-study episode, Ara and Matt pull back the curtain on a real client scenario (names changed)…
- Making IT Your Secret Weapon: Cybersecurity and AI for Small Business Are you worried your business could be taken down by a hacker, ransomware attack, or one wrong click…
- 5 Roth IRA Myths That Are Costing Investors Money Too many investors make the same avoidable mistakes with Roth IRAs — and it often comes from believing…
- How Banks Really Approve (or Deny) SBA & CRE Loans Every successful business and real estate investor needs the right financing—but how do banks actually decide who gets…
- Why QQQ Keeps Calling You: What This Proxy Vote Actually Means If you own shares of QQQ and your phone won’t stop ringing, there’s a reason—and it’s not spam.…
- Demystifying SBA Loans with Michael Carlson If SBA financing still feels like a black box, this conversation will flip on the lights. Senior Vice…
- Inside the Family Office: How the Wealthy Grow, Protect, and Pass on Generational Wealth Ever wonder how wealthy families preserve and grow their wealth — while paying minimal taxes and passing fortunes…