Navigating the intricate landscape of tax credits is a fundamental aspect of strategic financial planning for businesses and individuals. Among the myriad tax incentives available,...
The question has never been more appropriate since the coronavirus turned the world on its head in 2020. But the motto of the Boys' Scouts remains ever relevant: Be PreparedBut,...
Posted by KLSM CPA Firm PLLC on 02/15/2022
For people that have worked for decades, it is possible to see their retirement on the horizon. Everyone who wishes to retire within the next ten years needs to consider some steps...
As an investor concerned with the impact of every dollar invested, it is essential to know your options and make sure that your investments match the issues that matter to you. It...
Posted by CORE PERFORMANCE on 09/19/2021
Carried interest is part of the income obtained when a private equity fund sells an asset. Sometimes called "carry," it is part of the net capital gains of the sale fund....
Each year, there is a change in corporate governance standards to evolve, with the rapidly changing corporate landscape and keeping pace with changing investor priorities.Board members...
An annuity is a contract that exists between you and an insurance company to cover specific objectives, such as lifetime income, principal protection, legacy planning or care cost...
Posted by Elliot Kravitz, ATP on 07/25/2019
Every professional investor in the world constantly searches for investments with additional benefits without an added risk. These types of investments are hard to find since, for...
Posted by John Pournaras Agency on 11/05/2018
Also known as “sustainable investing”, Environmental, Social, and Governance (ESG) is a class of investing and an umbrella term for investments that looks for positive...
Posted by Jakusovas & Company on 10/03/2018