Monthly Archives: November 2019

PODCAST GRAPHIC

Episode 30 – How to Start Decluttering Your Home Today — With Maria Diaz



It’s easy for people to become overwhelmed with clutter. Things pile up and become a burden to deal with. But when you have specific guidance, decluttering — and even just starting the process — becomes much easier. 

In this episode, Marc Bautis welcomes guest Maria Diaz, owner and founder of Order & Ease, to discuss ways you can start decluttering your home today. This is a must-listen conversation for anyone who would like to boost their organization and help their parents improve the level of safety within their homes. 

In this episode you will learn: 

  • What organization system Maria used to help Marc declutter his garage
  • How clutter affects people’s mental and physical health
  • Decluttering advice for baby boomers whether they’re moving into assisted living or aging in place
  • Action items for adult children who want to help their parents get organized
  • Creative ideas for commemorating sentimental belongings that are taking up too much space or can’t be taken into an assisted living facility
  • And more!

Tune in now and get inspired to start decluttering today!

Resources:

Bautis Financial: (862) 205-5000 | Order & Ease: (201) 463-7726

 


PODCAST GRAPHIC

Episode 29 – Tax Planning: Not Just a Year-End Event — With Kenneth Lam, CPA



With the end of the year fast approaching, you might be starting to think about your tax situation. But as you will soon find out, it’s best to do tax planning year-round. 

In this episode, Marc Bautis welcomes guest Kenneth Lam, the CPA, CEO, and founder of CPA Tax & Financial Planning, to discuss ways you can improve your tax situation by planning throughout the year and not just at the end.

 In this episode, you will learn:

  • The difference between tax deductions and tax credits
  • Reasons to use capital gains towards opportunity zones
  • About new deductions available to all business owners
  • About the W-4 withholding allowance
  • And more!

Tune in to learn how tax planning year-round can benefit you or your business.

Resources:  Bautis Financial: (862) 205-5000 | CPA Tax & Financial Planning, LLC: (732) 520-2668 | Email Ken Lam