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Exclusive Interview with Curtis Dorian AP, RID, TAID, CR, who wears many hats. He represents Richardson City Council – Place 1 and is also a President of Dorian Bahr Company which is a an interior design-architectural planning practice. He currently serves as Board of Directors for NARI-North Texas. In this episode of “Tax Bites with Poonam” we wil…
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In this episode of “Tax Bites with Poonam” we will see a boxing legend/Professional boxer Errol Spence Jr in the studio. In this interview you will see Errol sharing his career highs and lows and what kept him motivated during his excellent Career record of 29 fights in which he ended up winning 28. He also discusses his personal life and the peopl…
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In this episode of “Tax Bites with Poonam” Poonam Sandhu and a fellow CPA, Rebel Smith Quillin talk about:- -Recent tax planning strategies -New laws of Corporate Transparency act of 2024 & -Beneficial Ownership Information Reporting at FINCEN.gov. You would hear us discussing advantages of Roth IRA for kids, Donor’s Advised Fund, 529 plan leftover…
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In this episode of Tax Bites with Poonam, I picked the most common question that I am faced with when my clients are unable to decide between Schedule C (Single Member LLC, Sole Proprietorship) Vs S Corp. I have tried to show comparison analysis to illustrate the tax savings and tax advantage while using one or the other in their portfolio.I am als…
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In this episode of Tax Bites with Poonam, I deep dive into navigating and completing the 1040 form from beginning to end. I'm also joined by her guest and client, Raj Lodha, to discuss retirement planning and investing in fixed indexed strategy where your growth is locked in regards to market downturns. The biggest advantage is you do not lose mone…
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