ACap Advisors & Accountants

ACap Advisors & Accountants

Share

Guiding people to keep & grow their wealth. One stop for tax & wealth; Responsive & Proactive; Lasting client relationships.

Quick Tip Videos at https://www.youtube.com/c/Acapam.

07/23/2026

Most people focus on saving for college...

But what happens to the account if you pass away? πŸ‘€

A few minutes of planning today could prevent major headaches later

Photos from ACap Advisors & Accountants's post 07/21/2026

When it comes to financial planning, numbers matter, but so does trust.

For Jackson, working with ACap has meant gaining more than a financial strategy. It means finding a team that provides clarity, guidance, and confidence every step of the way.

πŸ“© Ready to take the next step in your financial journey? Connect with ACap today.

07/19/2026

The smartest part of a Trump Account may happen years later

When a child turns 18, new opportunities open up

For many families, this may be the most powerful feature of the entire account πŸ“ˆπŸ’‘

07/17/2026

The most powerful feature of Trump Accounts isn't the $1,000 deposit 🀯

It's what could happen when the child turns 18

This strategy could turn a childhood investment account into a lifetime wealth-building tool

07/15/2026

One of the biggest 529 plan updates happened in 2024 πŸš€

Unused education savings may now help fund retirement

- Transfer up to $35,000 to a Roth IRA
- Must meet certain eligibility requirements
- Beneficiary must have earned income
- Account must be open for at least 15 years

This could be a game-changer for families with unused 529 funds πŸ’‘

07/12/2026

What happens if your child doesn't use their 529 plan? πŸŽ“

Many people assume the money is stuck... but that's not the case

A 529 plan can be more flexible than most people realize πŸ“ˆ

07/10/2026

Many people assume it's either a Trump Account or a Roth IRA...

But for some kids, it can actually be both πŸ‘€

βœ… Trump Account contributions
βœ… Roth IRA contributions (if they have earned income)
βœ… Separate contribution limits
βœ… More opportunities to build wealth early

The real planning opportunity isn't choosing one account over the other, it's understanding how they can work together πŸ“ˆ

07/08/2026

It’s official: Ariel is a CFP professional! πŸ‘

This designation represents the gold standard in wealth management. It requires rigorous education, extensive experience, and an unyielding commitment to ethics βœ”οΈ

Swipe through to see the journey behind the credentials!

07/07/2026

Some children could start investing with money they never earned 🀯

Here's how Trump Accounts can get funded πŸ‘‡

- $1,000 government seed contribution
- Up to $5,000 in annual contributions
- Potential nonprofit contributions
- Multiple funding sources allowed

07/06/2026

Meeting Benjamin Hardy, author of 10X Is Easier Than 2X, was a powerful reminder of how much mindset shapes the way we approach growth and success.

His work challenges the idea that progress has to be harder to be meaningful, and instead reframes it around clarity, focus, and intentional action.

Grateful for the insight, the conversation, and the opportunity to connect with

Want your business to be the top-listed Accountant in Los Angeles?

Click here to claim your Sponsored Listing.

Location

Address


12031 Ventura Boulevard , Suite 1
Los Angeles, CA
91604