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Wealth Strategies and Investment Wisdom

Letitia Berbaum Talks with Jason Ma CEO of ThreeEQ

with

Jason Ma

Bart Zandbergen and Alec Glasser Discuss Music Education, The Drake Gives and Sammy Davis Jr.

with

Alec Glasser

Bart Zandbergen and Letitia Berbaum Talk with Private Investigator Monica Morton

with

Monica Morton

Bart Zandbergen and Scott Heinila Discuss Their 2023 Forecast

with

Scott Heinila

From the blog

Creating True Wealth in the New Year

At the dawn of a new season, creating change is often top of mind. The idea of progress ignites a fire within us that…

Timeless Holiday Wines For Now and Into the New Year

The crisp mornings and cool evenings set the stage for the dawning of the holiday season. While exceptional wines deserve to be enjoyed throughout…

Tax Changes and Key Amounts for the 2022 Tax Year

Even though tax filing season is still months away, this is actually a great time of year to start thinking about next year’s return….

From

bartzandbergen

A little shopping fun plus time on the Ferris whee

A little shopping fun plus time on the Ferris wheel today with Papa. Safe to say we had a great outing!
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#prouddad #familytime #labordayweekend #ferriswheel #allsmiles #grateful #bartzandbergen

My boi! Our Bodhi brings so much joy to our family

My boi! Our Bodhi brings so much joy to our family, our team in the office, and pretty much everyone he meets. We are thankful for every day we get with him!
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#bodhi #mansbestfriend #dogsofinstagram #grateful #officedog #bartzandbergen #lagunabeachdogs

“What’s the difference between stocks and bond

“What’s the difference between stocks and bonds?

Stocks give you partial ownership in a corporation, while bonds are a loan from you to a company or government. The biggest difference between them is how they generate profit: stocks must appreciate in value and be sold later on the stock market, while most bonds pay fixed interest over time.”

If you have questions on additional key differences between stocks and bonds, let’s connect!

*Source: https://www.nerdwallet.com/article/investing/stocks-vs-bonds#:~:text=Stocks%20give%20you%20partial%20ownership,pay%20fixed%20interest%20over%20time.
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#podcasting #podcastersofinstagram #bonds #stocksandbonds #bartzandbergen #thezandbergengroup #thezandbergenreport

Congratulations to CASA on an exceptional GALA las

Congratulations to CASA on an exceptional GALA last weekend! VEA was a great new spot for this special fundraising event. I’m grateful to have once again been able to support this incredible cause alongside so many friends, colleagues, and members of the community. @casaoc @veanewportbeach
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#latergram #casa #givingback #philanthropy #community #bartzandbergen #thezandbergengroup #lagunalocals #casaoc

“Breaking Up is Hard to Do - 3 Tax Tips to Help

“Breaking Up is Hard to Do - 3 Tax Tips to Help

2. Transfers of property incidence to divorce & taxes:

According to IRC 1041 - Transfers of property incidents to divorce generally do not have tax consequences (including gift tax) but there are 4 exceptions.
One of them, often not thought of as a “gift of future interest”. A “gift of future Interest” does not qualify for the unlimited marital deduction, the annual gift exclusion ($15,000 in 2021), or the exclusion for gifts to spouses who are not US citizens ($159,000 in 2021). So, make sure it’s a transfer of a “present interest. If it’s not, applicable gift tax should be calculated as part of a negotiated transfer of a future interest. Since this will be a cost/expense incurred to the transferor, perhaps the gift tax should be added to the value of the asset when finding an offset of equal value to give to the transferring spouse in exchange for the gift of a future interest.

Here's an example of a gift of future interest:

Christine gives Tom the house as part of a divorce and while she, the “owning/giving” spouse stays in the home as long as she lives. This is a “gift of future interest” to Tom, not a present interest because Christine, the “owning/giving” spouse, has not given up control of the home until her death.”

Click link in story to read more from this article by the Institute for Divorce Financial Analysts: https://institutedfa.com/taxtips/
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#taxtips #divorceandtaxes #taxtalk #cdfa #divorce #bartzandbergen #thezandbergengroup #lagunabeach

“Involving Family in Charitable Giving and Exten

“Involving Family in Charitable Giving and Extending a Philanthropic Legacy…

Passing values on to younger generations through philanthropy can help maximize charitable impact and extend a donor's legacy. Many donors are looking for ways to introduce these conversations and to connect their family in a meaningful giving strategy that involves the whole family.”

Click link in story to read more of this article from Schwab Charitable: https://www.schwabcharitable.org/maximize-your-impact/family-giving
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#charitablegiving #givingback #familyphilanthropy #schwabcharitable #bartzandbergen #thezandbergengroup

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The Zandbergen Group is a DBA of Axxcess Wealth Management, LLC a Registered Investment Advisor with the SEC. Bart A. Zandbergen, CA Insurance License #OA96242. Letitia S. Berbaum, CA Insurance License #OH19537. Zandbergen Group, LLC is a DBA of Axxcess Wealth Management, LLC (“Axxcess”), a registered investment advisor. Advisory services are only offered to clients or prospective clients where Axxcess and its representatives are properly licensed or exempt from licensure.