Are you interested in selling a piece of real estate, but you are worried about having to pay a substantial capital gains tax? After meeting with one …
financial advisor
Manage Your Gifts in a Taxwise Manner
A financial advisor offers many different types of services to help clients manage their money. For example, a financial advisor can help you create a …
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The Basics on Donor Advised Funds
One of the topics I talk about often flies under the radar for other financial advisors As a financial advisor, my job covers many topics that …
3 Tax Structures You Can Invest Under for Your Long-Term Portfolio
There are 3 tax structures you can invest under: TaxableTax-DeferredAlready-Taxed or Roth If you asked your local financial advisor for …
3 Tax Structures You Can Invest Under for Your Long-Term PortfolioRead More