Finance and Tax Planning YouTube Channel

Personal Finance and Tax Planning videos

New videos are released every week, subscribe below for the latest!

In this video, I'll walkthrough 2 important reasons to have a will in 2025.
Protect Your Family's Future with a WILL in 2025
Are you a self-employed individual or small business owner looking to boost your retirement savings? Consider opening a Solo 401K! This powerful retirement plan offers higher contribution limits, tax benefits, and investment flexibility to help you grow your nest egg faster. In this video, we'll explore the benefits and features of a Solo 401K, including how it compares to other retirement plans, the eligibility requirements, and strategies for maximizing your contributions. Whether you're just starting out or nearing retirement, a Solo 401K can be a game-changer for your financial future. Watch now to learn more!
Boost Your Retirement Savings with a Solo 401K!
Discover the hidden gem of tax credits that can revolutionize your business's financial future! In this video, we'll uncover the secret purchasing strategies that can help you maximize your tax savings and inject new life into your business. From reducing your tax liability to increasing your cash flow, we'll dive into the world of tax credits and explore the innovative approaches that can give you a competitive edge. Whether you're a small business owner, entrepreneur, or finance expert, this video is packed with actionable insights and expert tips to help you optimize your tax strategy and take your business to the next level. So, get ready to unlock the full potential of tax credits and transform your business's financial landscape!
Unlock Hidden Tax Credits: Supercharge Your Business Today!
Discover the powerful strategy of tax loss harvesting and how it can help you maximize your tax savings! In this video, we'll dive into the world of tax-efficient investing and explore how to offset capital gains by selling securities that have declined in value. Learn how to reduce your tax liability and keep more of your hard-earned money. Whether you're a seasoned investor or just starting out, this video will provide you with actionable tips and insights to optimize your tax strategy. So, what are you waiting for? Watch now and start maximizing your tax savings today!
Maximize Your Tax Savings with TAX LOSS HARVESTING!
If you've missed the S-Corporation election deadline, don't panic! In this video, we'll guide you through the steps to take next to resolve the issue and get your business back on track. From understanding the consequences of missing the election to exploring available solutions, we'll cover everything you need to know to rectify the situation. Learn how to file Form 8832, obtain a private letter ruling, and more. Watch until the end to ensure you're taking the right steps to correct your S-Corp election mistake.
Missed the S-Corporation Election? Uncover Your Next Steps!
The IRS has introduced new 1099-K rules that you need to be aware of to avoid penalties and fines. In this video, we'll break down the changes and what they mean for you. Whether you're a business owner, freelancer, or independent contractor, understanding these new rules is crucial for your tax obligations. From the new thresholds to the impact on your tax returns, we've got you covered. Stay ahead of the game and watch until the end to ensure you're compliant with the latest IRS regulations.
IRS Issues NEW 1099-K Rules You Need to Know!
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Rob Pasquesi wears a dark blue suit and a light blue shirt, no tie. He has a warm, personable smile.

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The Rob CPA YouTube channel provides viewers with accurate content so they can be proactive in their tax planning strategies and in building financial wealth. The video topics reflect real-world issues that I’ve seen our clients experience relating to their personal tax returns, retirement plans, and accounting.