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financial assets

When to Consider a 1031 Exchange

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 …

When to Consider a 1031 ExchangeRead More

Category: Legal MattersTag: accounting experts, financial advisor, financial assets, taxes

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 …

The Basics on Donor Advised FundsRead More

Category: Accounting & Tax Services, Business, Financial advisor, Small BusinessTag: accounting experts, accounting records, donor advised fund, financial advisor, financial advisors, financial assets, recordkeeping

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