Understanding LA County Property Taxes: Assessment Process and Effective...
By: Ara Oghoorian, CFA, CFP, CPA Updated: November 14, 2023 Do you feel that your property taxes are higher than they should be? Real estate values are starting to decline because interest rates have...
View ArticleHow to Qualify for Trader Tax Status
By: Ara Oghoorian, CFA, CFP, CPA Updated: November 24, 2023 If you trade a substantial amount of securities on a regular basis, you may qualify for Trader Tax Status (TTS) and be able to deduct...
View ArticleUnderstanding the Implications of the Corporate Transparency Act: New...
A new law became effective on January 1, 2024 that will impact nearly all small businesses in the US. In a bid to enhance transparency and combat illicit financial activities, the United States...
View Article5 Innovative Ways to Diversify Your Portfolio
Exploring Alternative Investments Diversifying your portfolio with alternative investments can be a smart move to reduce risk and potentially increase returns. Alternative investments refer to assets...
View ArticleUnderstanding ETFs and Their Benefits
ETFs, or Exchange-Traded Funds, are investment funds that trade on stock exchanges, similar to individual stocks. They offer investors a way to gain exposure to a diversified portfolio of assets, such...
View ArticleStocks and the Inflation Data Rally: What’s Next?
Understanding the Inflation Data Rally The inflation data rally refers to the recent surge in stock market prices in response to positive inflation indicators. Inflation data, such as consumer price...
View ArticleHow are Treasury Bills (T-Bills) Taxed?
For a long time homeowners loved the near zero interest rates on purchases and refinances, but unfortunately savers were forced to take additional risk to earn more money because banks paid very...
View ArticleWorthless Stock Deduction
No one likes losing money on a stock, but sometimes it happens. You pick a hot stock you think has great potential but then it crashes and becomes worthless. You hold on hoping for it to recover, but...
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