As Tax Season Opens, We Must Stay Alert to Rising Scam Threats

April 1, 2025 | 0 views

As tax filing season begins, scammers are ramping up efforts to steal taxpayers' personal information through increasingly sophisticated schemes. Below, we discuss the latest scam, what to look out for in general, and what to do if you suspect something...

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Understanding IRS Forms 1099 for Lawsuit Settlements

April 1, 2025 | 0 views

The Basics of Tax Reporting in Legal SettlementsWhen you collect a settlement for a lawsuit, you'll likely also receive a Form 1099 from the IRS. This form serves as a reminder to pay taxes on your settlement; copies are sent...

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Valuation Ratio Calculating the EV / 2P

April 1, 2025 | 0 views

When it comes to analyzing a company’s financials, there are many avenues we can take. One way is through multiples; calculating the EV/2P multiple is the focus of this analysis.This ratio looks at a business' enterprise value against its proven...

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Reasons to Consider Out-of-State Municipal Bonds

April 1, 2025 | 0 views

Municipal bonds (also known as munis) are issued by a state or local government. Interest income is typically paid out twice a year and is not subject to federal taxes. When an investor purchases a bond issued from his own...

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7 Ways to Teach Your Kids to Save

April 1, 2025 | 0 views

Of all the things you teach your kids when they’re young, saving money just might be one of the most important. Teaching them to delay gratification could help them avoid unnecessary spending and help them learn to value controlling their...

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