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Since its inception, the U.S. debt ceiling has been a hot topic in American politics, often sparking debate and controversy. While concerns about the debt ceiling may seem valid at …
If you are employed by a publicly traded company or company that one day may go public, it’s highly likely you may receive stock as a part of your …
Ben Franklin’s quote is spot on; nobody can escape the eventuality of paying taxes but that doesn’t mean that you can’t optimize your portfolios to pay less. Tax season can …
Key Takeaways Foreign countries are increasingly looking to diversify foreign exchange holdings away from the U.S. dollar. Years of easy monetary policy and growth in government debt have weakened the …
The benefits of owning your own business can be endless. Financial rewards are a primary benefit but so is the independence, flexibility, and control of running your own company. While …
Non-profit organizations that are fortunate enough to have surplus capital beyond their typical reserves to meet daily capital expenses and expenditures for the next 12-24 months may consider setting up …
Sign up now: As our firm changes and grows, our magazine and the way we communicate and educate our clients and constituents reflect that change. Our magazine has been available …
A Qualified Charitable Distribution (QCD) is an otherwise taxable distribution from an IRA owned by an individual who is age 70½ or older and paid directly from the IRA to …
On January 19th, 2023, the United States Government hit the debt ceiling, which in a nutshell, is the amount of national debt that Congress lets the Treasury Department incur on …
If you’ve just lost your spouse, you’re likely dealing with one of the most difficult times of your life while also trying to manage and maintain your household. We typically …