Tag Archive: insights
Avoid an audit by knowing these 6 red flags
<p>Many audits are triggered by actions taxpayers themselves have taken. Here's a list of red flags that can cause your tax return to be targeted by the IRS for review.</p>
Top 10 costly mistakes in estate planning
<p>During the estate administration process, it is easy to see where the decedent veered off course. Often the fix was inexpensive and could have saved their heirs in legal fees.</p>
What to make of the bank crisis?
<p>The collapse of three US regional banks and the Credit Suisse selloff are drawing comparisons to the great financial crisis of 2008. We believe 2023 is different. Here's why.</p>
Is my money safe? Here’s what is covered, and how you can do more.
<p>The FDIC and other entities will protect most people’s bank and brokerage balances. But having a few backup plans is just good financial hygiene.</p>
Lessons from Buffett and Lynch on investing amid crises
<p>Silicon Valley Bank's collapse highlights the dangers of being overly exposed to high-risk sectors. Investors can learn from Buffett and Lynch in such events.</p>
3 tips for business owners who owe the IRS at tax time
<p>Most business owners will not receive a refund from the IRS. Apply these 3 tips to help minimize what you owe at tax time.</p>
Investors likely to see positive returns in 2023
<p>Despite the short-term softening of corporate profit data, we should expect the stock market and growth rates to start advancing even amidst a recession.</p>
3 reasons long-term investors should be optimistic
<p>Short-term volatility should always be expected, but long-term investors have several reasons to be optimistic about the market outlook.</p>
Inherited IRA rules: every option a beneficiary should know
<p>The rules for inherited IRAs are complex. Understanding those rules is crucial to getting the most out of the inherited IRA — and avoiding running afoul of the IRS. </p>
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