by Amanda Waguespack | May 24, 2023 | Uncategorized
A Qualified Opportunity Fund (QOF) is an investment vehicle which is organized as a corporation or a partnership for the purpose of investing in qualified opportunity zone property acquired after December 31, 2017. The QOF must hold at least 90% of its assets in...
by Amanda Waguespack | Dec 13, 2022 | Advisory, News
It’s been a rough Fall for the stock market. So much so that you should probably carefully review your portfolio and other capital transactions to minimize gain or maximize losses for the year. Remember, capital gains and losses are not just limited to stock...
by Amanda Waguespack | Mar 2, 2020 | Accounting, News, Tax
Home / Insights / Blog / Accounting Twitter LinkedIn Facebook With many of the provisions in The SECURE Act, legislation signed in December 2019 that may affect how you plan for your retirement, going into effect in 2020, now is the time to consider how these new...
by Amanda Waguespack | Aug 23, 2018 | News, Tax
Home / Insights / Blog / Articles by: Amanda Waguespack Twitter LinkedIn Facebook A new light has shined on the importance of estate planning in light of recent news that Aretha Franklin, who passed away August 16, did not have a will or trust. Think about how you...
