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Navigating Tax Time: Tips for Filing Your K-1 Form

Zajac Group

Generally speaking, private equity gives accredited investors the opportunity to participate in investments that may yield higher returns than traditional investment methods, though the risk is typically higher as well. Please contact your financial, tax, and legal professionals for more information specific to your situation.

Taxes 52
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What is an Exchange Fund and How it Can Mitigate Stock Concentration

Zajac Group

Its important to note that in order to participate in an exchange fund, you need to satisfy certain criteria including importantly being an accredited investor or qualified purchaser. We mentioned earlier that exchange fund access is limited to accredited investors and qualified purchasers.