If you’re looking for someone to do your taxes or provide tax planning advice, consider a local CPA. They can also offer various other financial services.
Posted in *Tax Quips, Capital Assets, Education Expenses, Investments, Loans, Municpal Bonds, Non-Taxable Income, Real estate, Rental Properties, Student Loan Interest, Tax-Free Income | Tagged Business/Finance, Certified Financial Planner, College, college graduate, Depreciation, education credit, Fi...
By tax-gain harvesting in the years leading up to the crash, he would have been able to increase his average cost basis from $26.42 all the way up to $29.74 per share! That means, when he harvested his losses at the end of 2008, he’d lock in over $21,000 of losses (instead of...
If you’re a small business owner or an individual with any sizable assets, you should leave your finances in the hands of a professional planner. If you have multiple sources of income or diverse types of property, keeping track of your finances can be a full-time job by itself. But re...
Please be aware that the retirement planner you choose may only take into consideration your public investment portfolios. Many estates not only have stock and bond investments, but real estate investments, private equity investments, and business equity as well. States are always changing their ta...
By upgrading to Premium, you can unlock unlimited financial guidance from a Certified Financial Planner™. Pros: Hands-off investment management Diversified portfolio that automatically rebalances Low-cost investment selection Cons: Limited investment selections ...
Despite not owning a private company, are you the proud owner of a non-registered investment or real estate portfolio that you want to pass along to your kids, grandkids or favourite financial planner? An estate freeze might still be the thing for you. Transferring those assets into your com...
QCDs are only allowed for IRAs, not 401(k)s. If you have pre-tax money in a 401(k) and want to use this strategy for future RMDs, you must roll over the balance into a traditional IRA first. QCDs also can disqualify you from Medicaid in the near future. “The government has a ...
And it makes you a much better planner; it makes you a much better person; it makes you a much better friend. And so, I would like to think that I am turning that horrible circumstance into something positive. And to speak about it and not shy away from it, it took me years to ...
Kristoffersen BS, Silva T, Bellout M, Berg CF (2020) An automatic well planner for efficient well placement optimization under geological uncertainty. In Proceedings of the ECMOR XVII, 2020, pp. 1–16. https://doi.org/10.3997/2214-4609.202035211 Nwankwor E, Nagar AK, Reid DC (2013) Hybr...