IWM Advisors, LLC 166 East 61st Street–Suite 6B New York, NY 10065
IWM Advisors, LLC 166 East 61st Street–Suite 6B New York, NY 10065
Eliminating Investment Taxes Background. The key to eliminating taxes on your investments is holding the investments in a tax-free vehicle. We are all familiar with...
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Here is a summary of the key provisions in the 2017 Tax Cuts and Jobs Acts related to “Qualified Opportunity Zones”: 1. Tax Deferral. If...
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The 2017 Tax Act dramatically lowered taxes by increasing the lifetime estate tax exclusion to $11.4 Million. The Tax Act also lowered income taxes in...
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Key Steps To Weather A Market Downturn Check Your Risk Tolerance. No one’s risk tolerance – either financial or psychological – stays the same forever....
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Background. Impact investing began with religious organizations and other non-profits that wanted portfolios in line with their values. Typical concerns in the early years were...
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Tax Cuts and Jobs Act – A Game Changer Estate Taxes - 1. The new law increases the amount that each individual can exclude from...
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Do you own a business with one or more partners? If so, what’s your game plan when one of the partners dies, becomes disabled or...
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Most financial and estate planning projects have two components: legal and financial. All too often we see outstanding legal documents but limited consideration of the...
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Changes in the Law. How old is your estate plan? If the answer is more than 2-3 years, it is almost certainly out of date...
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Here at IWM Advisors, a key part of our investment philosophy is that investors should focus on what they can control. One thing that you...
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