08/30/2026
You can have great investments and still be behind on your plan. The two work best together.
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.
08/30/2026
You can have great investments and still be behind on your plan. The two work best together.
08/26/2026
Before September hits, a quick financial reset. Swipe to see our 5 tips: π
The last four months of the year hold some of the best planning opportunities. Don't wait until December to use them.
08/23/2026
You don't need millions to start. You need a plan. π°
This is for anyone who wants to get to financially secure, not just people who already are.
Where are you starting from? Tell us below. π
Quarterly estimated tax payments are due September 15. β°
If you're self-employed, a business owner, or have significant investment income, this one's for you.
Missing this deadline doesn't just mean a late payment β it can trigger IRS underpayment penalties, even if you pay in full by tax season.
Talk to your CPA now if you're not sure your Q3 payment is on track.
08/17/2026
Six documents everyone should have, no matter your net worth. β
β Will π
β Trust (if appropriate for your situation) π
β Power of Attorney π
β Healthcare Directive π©Ί
β Beneficiary designations on every account πͺ
β Financial Inventory π
Having these is important. Keeping them updated (after a marriage, birth, divorce, or move) is just as important. πΌ
Most landlords are overpaying the IRS β here's the fix. π
A cost segregation study on your rental property can:
1οΈβ£ Accelerate depreciation for a bigger deduction now
2οΈβ£ Offset gains from your other rental properties
3οΈβ£ Lower your taxable income and boost cash flow
Own a rental? Talk to your CPA before tax season.
Questions? Drop them below. π Save this for later.
Your roof isn't a 39-year asset. So why depreciate it like one? π
Cost segregation breaks your commercial property into pieces: electrical, roof, plumbing, windows, flooring... each on its real (shorter) depreciation timeline instead of one flat 39 years.
Same building. Bigger deduction, sooner.
Own rental property? Make sure to watch for upcoming reels on why you should OR shouldn't do cost segregation.
08/06/2026
Ara caught Mark Cuban in an EO Fireside Chat with Falon Fatemi where they discussed the dos and don't of entrepreneurship and the road to success. The energy of the room said it all. Hundreds of entrepreneurs, brand-new and decades-in, all in one place, learning and building together.
That's the kind of room worth being in.
07/29/2026
The most important financial decisions often aren't about picking the perfect investment.
They're about having the right guidance when life changes.
A strong financial plan isn't built alone. It's built with a strategy, a vision, and the right team by your side.
π Your future deserves more than guesswork.
Think 529 plans only cover college tuition? π€
There are a few rules that surprise many families π
- Study abroad programs may qualify
- Required books and computers may be covered
- Scholarships create additional options
- Cars and transportation are generally not eligible
π₯ For more 529 planning strategies, watch the full video on our YouTube channel.