Recent Articles

Qualified Small Business Stock and How It Can Help Your Business
October 9, 2020

Save a bundle of money in taxes if your business meets the requirements for a qualified small business stock.

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What Are The Benefits Of Opportunity Zones?
September 30, 2020

What you need to know about Opportunity Zones.

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How To Calculate and Submit Estimated Taxes
September 24, 2020

Estimating taxes is a necessary part of owning a business or being self-employed.

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It’s About Time: Planning for the Future
September 15, 2020

Plan for the future and how you want your life to unfold.

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What Is An LLC Operating Agreement and Why Are They Needed?
September 9, 2020

Operating agreements are used for members of an LLC or limited liability company.

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private equity
Private Equity Explained and How To Invest as An Individual
August 27, 2020

Understand how private equity works and the advantages and disadvantages of investing in it.

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Tax Savings Strategies for Your Portfolio: Tax Gain Harvesting
August 19, 2020

Defining tax gain harvesting and how it can be used as a strategy to save money on taxes.

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Tax Savings Strategies for Your Portfolio: Tax Loss Harvesting
August 4, 2020

Find out how tax loss harvesting can offer tax savings for your portfolio.

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Capital Gains Tax Definition and Impact on Investments in 2020
July 20, 2020

A brief overview of capital gains tax and their impact on investments in 2020.

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Student Loan Debt Infographic
March 12, 2018

Visualize the journey to student loan debt payoff with a straightforward infographic.

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