INDIVIDUALS | thelittlecpa

INDIVIDUALS

The goal of The Little CPA blog for Individuals is to help make income tax and personal finance topics interesting and understandable for everyone. Check out the blogs below!

The Little CPA also has Tools and Resources to help you with personal finance, tax and accounting issues. If you need a CPA for bookkeeping, tax preparation or similar services, click here!

Jan 28
4 min

4 Estate Related Taxes for High Net Worth Individuals

According to the U.S. Securities and Exchange Commission (SEC), a high net worth individual has $750,000 in revenue or a $1,500,000 net w...

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Dec 8, 2020
7 min

Personal Finance 101: An Interview with Padric Scott, CFP®, WMCP®

To improve our financial situation, we must understand the "why" behind our pursuit for financial success. If we cannot figure out our "w...

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Dec 1, 2020
3 min

Which Should Take Priority When Building Wealth - Debt Reduction or Cash-Flow?

Here is what Padrick Scott, a Florida-based Certified Financial Planner (CFP) and Wealth Management Certified Professional (WMCP), has to...

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Sep 23, 2020
2 min

4 Ways to Minimize Taxes on Capital Gains

Trading and selling investments is all fun and games until you realize you are subject to tax on your earnings. Although a tax liability ...

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