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Milad Taghehchian, CPA, CFP(R)
Oct 18, 2024
Using a Self-Directed IRA to Buy Real Estate vs. Purchasing Real Estate Outside an IRA: A Comparison of Tax Benefits
The pros and cons of buying real estate via a self-directed IRA vs just buying investment property outside of an IRA. A tax decision
Milad Taghehchian, CPA, CFP(R)
Oct 17, 2024
Buying a Property Without a Realtor and Owner Financing: Key Steps, Documentation, and Considerations
Buying real estate without a realtor? Using owner financing? Here are important documents and processes to keep in mind.
Milad Taghehchian, CPA, CFP(R)
Oct 17, 2024
Structuring the Purchase of a Vehicle for a Small Business: A Comprehensive Guide
Buying a vehicle for your small business. How to structure the purchase, registration, insurance, and risks to consider.
Milad Taghehchian, CPA, CFP(R)
Oct 17, 2024
Understanding High-Deductible Health Plans (HDHPs) and Health Savings Accounts (HSAs): A Guide for Self-Employed, Partnerships, and S-Corps
What is a High-Deductible Health Plan? Why is an HSA beneficial? What happens when you are self employed or in an S-Corp or partnership
Milad Taghehchian, CPA, CFP(R)
Jun 7, 2024
Understanding the 83(b) Election: A Guide for Startup and Tech Employees
In the dynamic world of startups and tech companies, equity compensation is a common way to attract and retain top talent. Among the...
Angella Welcome
May 21, 2024
Reflections from My First NAPFA Conference
Having recently transitioned from the investment management industry to my new role as an advisor with Pioneer, I was thrilled to have...
Nicole Renaux
Mar 26, 2019
Planning When There is a Large Age Gap
Retirement planning for couples with a large age gap can lead to some interesting planning issues. My significant other is 17 years my...
Milad Taghehchian, CPA, CFP(R)
Oct 4, 2018
Meals and Entertainment Deduction Still?
For more than three decades companies have been able to deduct 50% of meals and entertainment expenses directly related to business...
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