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The distribution of stress, on you and your portfolio, is they key to diversification. hubs.ly/H0lRHK20
As the markets continue to hit all time highs, wondering how to efficiently capture returns on your portfolio? First, you need to know where all those returns come from. hubs.ly/H0lRM3m0
Trying to predict the future of the federal estate tax is a fool’s game. Protect your assets by building flexibility into your estate plan. #thepersonalcfo bit.ly/2Qukses
You know not to put all of your eggs in one basket, but there’s a little bit more you should know about diversification. hubs.ly/H0lRMmc0
Have you been contributing enough in 2019 to your employer’s 401(k) plan or Roth 401(k)? Here are the contribution limits for this year and the just-announced limit for 2020. #thepersonalcfo bit.ly/359QYGH
Has your small business paid independent contractors, vendors or others at least $600 for services during 2019? Here are the reporting requirements you may face. #thepersonalcfo bit.ly/32Y5e3V
What does keeping your shoes tied tight have to do with investing? hubs.ly/H0lRPrp0
While a beneficiary defective inheritor’s trust (BDIT) may be a complex estate planning strategy, it may be right for you if you don’t wish to relinquish control of your assets. #thepersonalcfo bit.ly/2KxAfVN
What to do when you think you’ve found “The One” for your investments: hubs.ly/H0lRMm80
Do you want to provide extra money to a disabled family member but you don’t want them to lose eligibility for government benefits to which they’re entitled? Consider a tax-advantaged ABLE account. #thepersonalcfo bit.ly/2CRKxf8
Did you know you could be personally liable for a harsh penalty if payroll taxes withheld from your employees aren’t paid over to the federal government? Learn more about whom the IRS can go after at your business. #thepersonalcfo bit.ly/2r5JXIo
If you’ve ever wondered why financial market prices change or why you should care about it, check this out: hubs.ly/H0lRNLX0
If the 3.8% net investment income tax applies to you, it could be to the detriment of your estate plan. Learn why. #thepersonalcfo bit.ly/2Krvo8L
Do you ever think you can outwit the market, buying low and selling high? Check this out: hubs.ly/H0lRMm60
There’s a tax-smart strategy for high-net-worth individuals over 70-1/2 years old who have IRAs and are charitably minded. #thepersonalcfo bit.ly/2CRHzr9
These are several factors to consider when a business converts from C corporation to S corporation status. Here is what you should understand. #thepersonalcfo bit.ly/37h6suv