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Articles tagged: Personal Finance/Investing
Smart Estate Planning: What a Corporate Trustee Provides That a Will Does Not
Setting up a trust to protect your assets can be a smart move, but hiring a corporate trustee may be even smarter.
Read MoreChoosing a Financial Planning Advisor: No Magic Involved
Learn what NOT to do when choosing a financial advisor. Avoid pitfalls, do your research, and find the right expert to guide your investments.
Read MorePsst…Wanna Buy a Website?
If you’re an adventurous investor looking for an alternative asset, you might want to explore digital flipping and buy a website.
Read MoreHow To Know if You Can Claim the Qualified Business Income Deduction on Your Taxes
The QBI deduction allows owners of most pass-through entities to deduct up to 20% of their QBI on their taxes. Are you eligible?
Read MoreCorporate Structures and Their Effects on Equity Offerings
Corporate structures can affect not only how you run your business or start-up but also the type of equity you can offer to potential investors.
Read MoreHow To Target Equity Crowdfunding Deals
For investors looking to diversify their portfolios and invest in startups or small businesses, equity crowdfunding platforms can offer a viable solution.
Read More3 Online Securities Intermediaries for Accredited Investors
Online securities intermediaries range in their obligation to find suitable deals, with some requiring greater due diligence from investors.
Read MoreExploring Opportunity Zone Tax Benefits
Qualified Opportunity Zone (QOZ) funds are an investment tool that can help reduce or defer tax payments.
Read MoreSibling Squabbles: Fair Estate Distributions To Multiple Beneficiaries
When it comes to fair estate distribution, it’s important to plan ahead and encourage open communication between family members.
Read MoreWhat Are Private Placements?
Private Placements can be an excellent opportunity for accredited investors, but investors should be aware of how they are regulated.
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