PaulHood

"Should I put my kids' names on my home?" Paul gets this question often. In a recent Money Monday, he breaks down four ways to transfer assets and why joint ownership can be a risky decision. The four options: → Joint ownership (very risky) → POD/TOD designations (simple, effective) → Trust (best control and private) → Will (easiest but requires probate)

Paul Hood, CPA joined The Girl Dad Show with Young Han recently! In the episode, Paul shares his journey from humble beginnings to building a family-run firm with 13 offices across four states. He talks about: 👉 The role adversity played in shaping his leadership 👉 Why family is at the center of everything we do at PaulHood 👉 Lessons on service, legacy, and what “success” really means This is more than a business conversation... it’s about values, resilience, and creating impact that lasts beyond the bottom line. 🎙️ Check out the full episode here: https://hubs.li/Q03KNczp0

Get ready with Rachel Bright, EA as she tackles a real-world CP2000 notice for one of our clients. These notices are sent when third-party information, like from a brokerage or bank, doesn't match what was filed on a tax return. The good news? You have the opportunity to respond. Our team is here to help navigate these complex situations and ensure you're represented with confidence and clarity. #CP2000 #IRSnotices #TaxResolution #TaxHelp #TaxProfessional #IRSproblems #GetReadyWithMe #PaulHood #TaxesMadeSimple

Interest rates are in the headlines again. What could that mean for you? First, remember what interest really is. Are you receiving it, or are you paying it? If you’re paying interest, like on a car loan or mortgage, you might want to consider waiting before refinancing or making a big purchase. Locking in a lower rate could save you money. If you’re receiving interest, like on CDs, now could be the right time to lock in today’s rates before more cuts come later this year. The bottom line: understanding whether you’re on the paying or receiving side of interest helps you make smarter money moves.

Filed an extension for your Trust or Estate? The September 30 deadline is fast approaching. If you miss the deadline you could be at risk of incurring late filing penalties and interest. Mark your calendar and make sure your return is ready to go!

Paul Hood, CPA, discusses the recent proposed changes from the Trump administration that may expand what you’re allowed to invest in through your 401(k). Most retirement plans currently limit investment options to reduce employer risk, but the new rules could potentially open the door to assets such as cryptocurrency and real estate.

Putting more into your retirement accounts now can pay off in a big way later. When you contribute the maximum allowed to a traditional 401(k), 403(b), 457(b), or IRA, you can: → Lower your taxable income this year → Potentially save thousands in taxes → Build a stronger foundation for a comfortable retirement If your employer offers a match, you are leaving free money on the table if you do not take full advantage of it. The key is knowing your contribution limits and deadlines. Want to learn more? Check out our free eBook: Year-Round Tax Saving Strategies Download here → https://hubs.ly/Q03F46Q30

Is Artificial Intelligence transforming the way we invest? From analyzing market trends to spotting opportunities in real time, the possibilities are expanding quickly. The more data you have, and the faster you can assemble and interpret it, the better positioned you are to make informed investment choices. Hear Paul Hood, CPA, share his take on how AI is shaping the way we can invest, as well as what to watch out for.

Filed an extension for your S Corporation or Partnership return? The September 15 deadline is coming up quickly. Missing the deadline can mean late filing penalties and interest... and no one wants that on their plate. Mark your calendar, get your documents together, and make sure your return is ready to go before the deadline!

It’s not about age. It’s about money. Most people spend decades in the accumulation phase—building wealth, taking risks, riding market volatility. But retirement? That’s a different game. It requires a cash flow strategy. Hear what Paul Hood, CPA has to say in this Money Monday segment. #RetirementPlanning #WealthStrategy #MoneyMonday #PaulHood #FinancialFreedom https://hubs.li/Q03Bpx3d0