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Tips for Real Estate Investors

The Motley Fool

Time horizon, assets, liability. If you're an accredited investor, those are available to people. You talk about like what you value, your risk tolerance, your skill set. Certainly, if you want to repair that roof on your own, which I would not recommend.

Investors 246
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Navigating Tax Time: Tips for Filing Your K-1 Form

Zajac Group

Rather than the business or partnership being responsible for paying taxes as an entity, the tax liability is split among the partners or shareholders. That being said, partners or investors don’t have to prepare the K-1 form themselves, rather they must use the information provided on the issued form to complete their individual returns.

Taxes 52
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2023 in Review: Nvidia, Interest Rates, Taylor Swift

The Motley Fool

Bill Mann: Yeah, she's obviously a very talented businesswoman and it's to the point that when FTX collapsed, people were giving Taylor Swift credit that maybe not entirely deserved for not having gotten into NFT's because she was worried about contingent liabilities, but yes, obviously a very savvy businesswoman and a talented artist.

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Transcript: David Layton

The Big Picture

But we know what our future liabilities are, and we can ladder that out. The assumption is, hey, these are big, sophisticated investors, making big investments into companies. Back when interest rates were at zero and the 10-year yield did practically nothing, we saw a lot of institutional interest in private credit.

Assets 59
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What is an Exchange Fund and How it Can Mitigate Stock Concentration

Zajac Group

For certain high-income individuals, there is a way to defer tax liability while achieving diversification. 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.