In the first installment of a two-part series on real estate investments, Mark Roberts from Crow Holdings joins the guys. They discuss the relationship-driven private...
When Your Tax Projection Derails – Ep. 178
CWA
April 23, 2024
Did you pay more in taxes than you anticipated this year? Was there a significant change in your business that wasn’t included in your tax
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December 18, 2023
Why 2023’s market may have given investors a false sense of security Written: Dec. 5, 2023 What a difference a year makes. After 2022 experienced...
5 MIN READ
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CWA
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December 13, 2023
It's hard to believe, but America was founded to avoid high taxation. Fast forward, and the U.S. tax code has evolved into 2,651 pages and...
< 1 MIN READ
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CWA
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December 6, 2023
Next up in the four-part financial history series, the guys dive into the origins of modern investment vehicles. Jamie Catherwood, vice president of client portfolios...
< 1 MIN READ
by
CWA
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December 5, 2023
Learn why gifting stocks can be the gift that keeps on giving Key takeaways The gift of time can make a stock transfer even more...
4 MIN READ
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CWA
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November 28, 2023
To align with cost-of-living increases, the IRS has increased the contribution limits for 2024. It’s important to know where you can maximize your savings to...
< 1 MIN READ
by
CWA
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November 17, 2023
Tax Deductions for the Business Use of Your Vehicle If there is a list of top questions CWA advisors get, how to deduct a vehicle...
4 MIN READ
by
CWA
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November 14, 2023
In this new four-part series, the guys take you back in time and discuss the history of the financial systems in the U.S. First up, the...
< 1 MIN READ
by
CWA
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November 7, 2023
Learn the why, when and how behind the short-term rental tax loophole Key takeaways Investing in a short-term rental (STR)—property rented out less than seven...
4 MIN READ
by
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October 31, 2023
More and more investors are incorporating alternative investments into their portfolios. With the allure of diversification from traditional investments and the pursuit of higher returns,...
< 1 MIN READ
by
CWA
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October 24, 2023
This year Americans have accumulated more wealth, reflected in soaring home values, growing investments, and lowering credit card balances. While it sounds like good news,...
< 1 MIN READ
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