Category: Financial Planning

Financial Advisor Requirements

Understanding the Requirements to Become a Financial Advisor Becoming a financial advisor is an excellent career choice for those with a penchant for numbers and a desire to help others make wise financial decisions. This career path, like any other, has specific prerequisites that you must meet to qualify. In this article, we will delve…
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May 18, 2024 0

New Homes In Dayton Ohio

Click Here To Find Out More About: Best Financial Advisors By Sean Getz Do you really need a real estate agent for new homes in Dayton Ohio? A decade ago, few people would have even asked the question about a real estate agent for new homes in Dayton Ohio. About the only way to see…
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August 24, 2023 0

Gifting Of Llc / Flp Interests To Family Members Timing Is Everything

Click Here To Find Out More About: Montara Wealth Site By Julius Giarmarco The IRS has never liked valuation discounts (for lack of control and marketability) and has attempted to attack gifts of limited liability company (LLC) and family limited partnership (FLP) interests under several theories over the years and with varying success. But recently…
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June 24, 2021 0