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Announcing Expanded IAR CE And Price Updates And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Combined with the continued availability of CE credit for CFP certification, CPA and EA licenses, and various Investment & Wealth Institute (IWI) and American College designations, Kitces Premier Members have a wide variety of opportunities to fulfill their CE requirements.

Education 246
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All the Tax Benefits You Need for Your Small Business

Harness Wealth

We will cover qualification criteria, documentation requirements, and practical strategies to implement throughout the year. We will cover qualification criteria, documentation requirements, and practical strategies to implement throughout the year. Travel, meals, and supplies must directly relate to legitimate business activities.

Taxes 52
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Estate Planning Strategy: Leveraging CFP® Certification Expertise

International College of Financial Planning

The Imperative of Estate Planning: Not Just for the Affluent Often, there’s a prevailing misconception that estate planning is a luxury reserved for the wealthy elite. Real estate planning is a crucial undertaking that every adult and family should prioritize. This notion couldn’t be further from the truth.

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How Long to Keep Important Financial Records

MazumaBusinessAccounting

Remember, the IRS recommends keeping tax-related documents for at least six years. Determining how long to keep financial records depends on several factors, including the record type and whether it’s for personal or business documentation. Some documentation has no expiration date, such as birth certificates and social security cards.

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Hurricane and Natural Disaster Preparedness

Your Richest Life

Disaster Preparedness Financial Documents. On the topic of finances, don’t forget your important documents. No one wants to think about their home being destroyed or their birth certificates being washed away in a flood. Even if you’ve digitized all of your important documents, you still might need physical copies as a backup.

Food 104
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Getting a Home Loan? Watch Out for These Hidden Costs That Could Drain Your Wallet!

Trade Brains

When making plans for a home loan, most borrowers look at their EMI, tenures, and rates of interest, but miss out on things like additional hidden charges or costs. to 2% of the loan amount to cover the cost of assessment and paperwork for the application and documentation issues. The lender typically charges a processing fee of 0.5%

Banking 52
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How Will My Financial Plan Change Over the Course of My Life?

Carson Wealth

Your financial focus and planning in each decade should follow suit. Which decade should you really start to plan for retirement? Which decade should you really start to plan for retirement? Planning in Your 20s Is youth wasted on the young? Planning in Your 30s Your 30s are when you should take more calculated risks.