ACap ReCap: Financial and Tax Tips Podcast
1) 1099 Mistakes That Cost Business Owners Thousands (And How to Avoid Them)
Every January, 1099 forms trip up business owners—and the mistakes aren’t harmless. File late, use the wrong form, or skip filing altogether, and the IRS penalties can get brutal fast. In this episode...Show More
2) From Brokerage to Big Rigs: Tristan Bordalo on Building Sellable Businesses, an Entrepreneur's Guide
In this episode, Ara sits down with serial entrepreneur Tristan Bordallo to break down what entrepreneurship actually looks like after the Instagram quotes fade away. Tristan shares his 22-year journe...Show More
3) 7 Smart Money Moves to Make Before December 31 to Cut Taxes and Boost Your Investment Strategy
Before the year is over, there are still real, actionable steps you can take to reduce your tax bill and tighten up your investment plan—but once January hits, those opportunities disappear for good. ...Show More
4) How a 7-Figure Content Creator Can Save Over $100K in Taxes
In this case-study episode, Ara and Matt pull back the curtain on a real client scenario (names changed) featuring Jasmine, a 7-figure online content creator, and her husband George, a W-2 employee at...Show More
5) Making IT Your Secret Weapon: Cybersecurity and AI for Small Business
Are you worried your business could be taken down by a hacker, ransomware attack, or one wrong click from an employee? In this episode, Ara sits down with Bonesy Ijeoma, founder and CEO of AllSafe IT ...Show More
6) 5 Roth IRA Myths That Are Costing Investors Money
Too many investors make the same avoidable mistakes with Roth IRAs — and it often comes from believing outdated or flat-out wrong information. In this episode, we break down the five biggest misconcep...Show More
7) How Banks Really Approve (or Deny) SBA & CRE Loans
Every successful business and real estate investor needs the right financing—but how do banks actually decide who gets approved? Ara sits down with Mike Henry, Chief Credit Officer at Mission Valley B...Show More
8) Why QQQ Keeps Calling You: What This Proxy Vote Actually Means
If you own shares of QQQ and your phone won’t stop ringing, there’s a reason—and it’s not spam. In this episode, Ara breaks down the proxy vote that’s triggering the nonstop calls, texts, and emails. ...Show More
9) Demystifying SBA Loans with Michael Carlson
If SBA financing still feels like a black box, this conversation will flip on the lights. Senior Vice President and National Sales Manager for SBA Lending at Mission Valley Bank, Michael Carlson (UCLA...Show More
10) Inside the Family Office: How the Wealthy Grow, Protect, and Pass on Generational Wealth
Ever wonder how wealthy families preserve and grow their wealth — while paying minimal taxes and passing fortunes to future generations tax-free? In this episode, Ara breaks down the world of family o...Show More