Latest
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Is Your Financial Adviser Doing a Good Job for You?
If your meetings focus only on investment returns, that’s a problem. These 10 questions can help you determine if your financial adviser is being lazy.
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Optimize Your Taxes With These Two Common Strategies
Roth IRA conversions at today’s lower tax rates could reap significant savings, and tax-loss harvesting can offset capital gains taxes on winning investments.
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Three Smart Money Moves to Make This Fall
Now’s a great time to check in on investments, budgets and tax plans to make sure everything is on track for the rest of the year.
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Delaware Statutory Trust: The Landlord’s Exit Many CPAs Don’t Know Exists
Are capital gains taxes holding you back from selling your rental property? A Delaware statutory trust could be the answer you’re looking for.
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A Tax Planning Cautionary Tale: Timing and Formalities Are Critical
A business owner learned the hard way (and at great cost) not to dawdle or cut corners when it comes to tax plans involving the sale of a business.
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Understanding the Basics of Investment Taxation and Optimizing Your Returns
Here are a few tax implications to consider as you dive into investing.
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1031 Exchange: Do You Know Your ‘Like-Kind’ Options?
You might have some misconceptions about what kinds of real estate investments qualify for your 1031 exchange. Read on for a definitive list of your like-kind options.
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How Business Owners Can Avoid Four Big Financial Planning Mistakes
Lax financial planning when it comes to taxes, risk management, exit plans and cash flow can hinder the growth and success of your business.
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How Specially Designed Life Insurance Can Provide Flexibility for High-Income Earners
Life Insurance A high cash value life insurance policy can facilitate tax-advantaged growth that standard retirement accounts may not be able to match. Here’s how it works.
Life Insurance
