Tax Code Advisors

Upcoming Events:


🤖 Building an AI Consulting Side Business
🗓️ August 17th, 2025 @ 7:00 PM PST
💡 Learn how one client built their AI biz from scratch — and how you can too!

📍 Local Meetup with Deepak Sharma, EA

📊 Mid-Year Tax Planning Webinar
🗓️ August 23rd, 10:00 AM PST
🧠 Get ahead with strategies to optimize your taxes before year-end.

🗓️ August 23rd @ 7:00 PM — Fremont, CA

☕ Let’s connect in person — casual meet & greet + strategy talk


💼 Wealth Summit 2025
🗓️ November 16th — Newark, CA
🎯 Our biggest event of the year! Tax strategies, business growth, and future planning. Register early to get the custom 2026 planner.

5 months ago | [YT] | 0

Tax Code Advisors

Wealth Summit will be held in Newark CA on Nov 16th 2025 | Sunday - Full Day Event Focused on Tax, Finance, Legal

5 months ago | [YT] | 0

Tax Code Advisors

Today's Discussion Call be at 9:30 am PST / 11:30 am CST. Here is the Zoom Link - us02web.zoom.us/j/81548547971?pwd=LZB1xaHxQQ3HesPW… - YouTube Live link will be available. Please feel free to invite friends to today's call.

1 year ago | [YT] | 0

Tax Code Advisors

📉 Stock Market Downturns (2022-2024) 📊

🗓️ 2022:
📅 June: Inflation worries + Fed rate hikes → Bear Market 🐻
📅 September: S&P 500 dropped 📉 9% (Rates & Recession fears)
📅 October: Volatile start, partial rebound ↔️

🗓️ 2023:
📅 March: 🚨 SVB collapse → Financial stocks plunge 📉
📅 August: Inflation + Treasury yields 📈 = Market dip
📅 September: Seasonal weakness 🍂 + Fed worries

🗓️ 2024:
📅 February: Mixed earnings 😟 + Inflation fears 🛑
📅 May: Debt ceiling drama 💳 + Slow consumer spending 🛍️
📅 September: Global slowdown 🌍 + High bond yields 📊

⚠️ Markets are unpredictable—Stay informed, stay prepared! 💼📈

1 year ago | [YT] | 0

Tax Code Advisors

Tomorrow I will discuss the issue of Country Cap Limits on Green Card. What can we expect from Trump Administration. Subscribe to this channel for Tax, Finance & Immigration Updates.

Imagine there are 100,000 green cards in demand from Indian nationals and 1,000 from Iceland in a given year:


- Under the cap, India gets 9,800 green cards while Iceland also gets 9,800, even though India's demand vastly exceeds Iceland's.


- Without the cap, India’s share would increase proportionally, potentially receiving tens of thousands of green cards, while Iceland might receive far fewer, based on actual demand.

1 year ago | [YT] | 0

Tax Code Advisors

🚨 Mark Your Calendars! 🚨
📅 Next Sunday - LIVE ON YOUTUBE & ZOOM

⏰ 9 AM PST / 11 AM CST

💡 Join Me for a Powerful Discussion Call:
Trump Policies and Their Impact on Real Estate, Tax, & Immigration

We’ll break down key policies and explore their implications for entrepreneurs, investors, and families.

👉 Bring your questions and insights—let’s dive in together!

Leave a comment to get the Zoom Link.

1 year ago | [YT] | 0

Tax Code Advisors

🎁 Make Year-End Gifts to Family Members! 🎁

Are you planning to financially assist family members? The clock is ticking to finalize your 2024 annual gifts before year-end!

💵 Here’s What You Need to Know:

The IRS allows individuals to gift up to $18,000 per recipient without incurring gift tax.
If you’re married, you and your spouse can gift up to $36,000 per recipient.

Gifts below this limit won’t count toward your lifetime gift tax exclusion.

🏦 Lifetime Gift Tax Exclusion (2024):

$13.61M for individuals
$27.22M for married couples

⏳ But watch out! This is set to revert to an estimated $7M on January 1, 2026.
💡 Why Act Now?

By making tax-free gifts to family members, you can:

✔️ Provide financial support.
✔️ Reduce your future estate tax liabilities.

📅 Don’t wait until it’s too late—plan your gifts before the year ends!

👉 Follow for more tips on smart financial strategies and tax planning!

#TaxPlanning #EstatePlanning #FinancialGoals #FamilyGifts #WealthManagement

1 year ago | [YT] | 0

Tax Code Advisors

🚨 Berkshire Hathaway Holding Record Cash Reserves 🚨

Warren Buffett's Berkshire Hathaway is sitting on a massive pile of cash — now holding over 28% of its assets in cash, the highest since 2004! 📊💰

Historically, the company's average cash position has been around 14%, so what’s behind this dramatic shift? Is Buffett preparing for a major market opportunity, or is he cautious about potential risks?

In this post, we'll dive into why Buffett and his team might be sitting on the sidelines with such a large cash reserve and what it could mean for the future of the company and markets overall. 🤔

🔍 Key Points to Consider:

28% cash—highest since 2004
Historical average cash position: 14%
What does this mean for the market? Are they waiting for the next big investment?
Potential implications for shareholders and the broader economy


#BerkshireHathaway #WarrenBuffett #CashReserves #Investing #FinanceNews #StockMarket #BuffettStrategy

1 year ago | [YT] | 1

Tax Code Advisors

Trump’s Key Tax Policy Changes if Elected in 2024!

1. Extending 2017 Tax Cuts and Jobs Act (TCJA): Trump plans to make the 2017 TCJA permanent, maintaining reduced individual tax rates and the increased standard deduction, which are currently set to expire after 2025.

🏢 2. Corporate Tax Rate Reduction: He proposes cutting the corporate tax rate from 21% to 15% to boost business investment and fuel economic growth.

🌐 3. Universal Tariffs on Imports: A universal baseline tariff on all U.S. imports, including a 60% tariff on imports from China, aims to protect domestic industries—though it may increase consumer prices.

💵 4. Eliminating Taxes on Social Security Benefits: Trump plans to make Social Security benefits tax-free, potentially increasing retirees' disposable income.

💼 5. Making Tips and Overtime Pay Tax-Free: Trump wants to make tip and overtime income tax-exempt, directly benefiting service industry and hourly workers.

🏠 6. Restoring SALT Deduction: The plan includes reintroducing the full State and Local Tax (SALT) deduction, capped under the 2017 TCJA, which would reduce federal tax liabilities for individuals in high-tax states.

📊 These proposed changes could have a significant impact on personal and corporate taxes! Let us know what you think in the comments below! 👇

#TaxPolicy #Trump2024 #TCJA #CorporateTax #SocialSecurity #SALT

1 year ago | [YT] | 0

Tax Code Advisors

🏡 Housing Market Update 🏡

Existing Home Sales: 📉 Dropped to an annual rate of 3.84 million—lowest since 2010.

📅 2024 Forecast: Sales projected to be the lowest since 1995.

🏦 30-Year Mortgage Rate: Jumped to 7.08%, up from 6.11% in September.

🏠 National Home Price Index: Prices are up 4% YoY, but affordability remains near record lows.

💸 Affordability Gap: Today’s home prices require an income 40% higher than the median U.S. income to be affordable.

➡️ What are your thoughts on the current market? Is affordability still within reach?
Drop your thoughts below! 👇

#HousingMarket #RealEstate #HomeBuying #MortgageRates #Affordability

1 year ago | [YT] | 0