David Levi, Financial Advisor
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href="https://www.fa-mag.com/news/taxes-will-make-the-great-wealth-transfer-tricky-68037.html?section=3" target="_self"
Taxes Will Make The Great Wealth Transfer Tricky
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Bill Smith, CNBC Grow
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href="https://grow.acorns.com/crypto-downturn-is-a-wake-up-call-for-investors-says-ceo/" target="_self"
Crypto downturn is ‘a wake up call’ for investors, says CEO: How to reassess your portfolio
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Bill Smith, CBSNews.com
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href="https://www.cbsnews.com/news/tax-refund-irs-interest-payments/" target="_self"
IRS sitting on your tax refund? There's a bright spot.
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Eric Kreuter, Scott M. Brenner, and Andre Castillo, Quick Read
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href="https://quickreadbuzz.com/2022/05/11/financial-forensics-kreuter-castillo-brenner-rationalization-and-concealment/" target="_self"
Rationalization and Concealment
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Michael Siino, NYREJ
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href="https://nyrej.com/the-revival-of-nyc-s-real-estate-industry-by-michael-siino" target="_self"
The Revival Of NYC’s Real Estate Industry
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David Levi, Financial Advisor
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href="https://www.fa-mag.com/news/how-to-plan-for-wealthy-clients-who-are-waiting-for-inheritances-67765.html?section=3" target="_self"
How To Plan For Wealthy Clients Who Are Waiting For Inheritances
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Bill Smith, Barron's
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href="https://www.barrons.com/advisor/articles/tax-loss-harvesting-tips-advisors-51651860133" target="_self"
Now’s a Good Time to Focus on Tax-Loss Harvesting. Here Are 7 Tips.
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Julio Jimenez, Thomson Reuters
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href="https://tax.thomsonreuters.com/news/the-long-read-catching-up-with-crypto/" target="_self"
The Long Read: Catching Up With Crypto
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Stan Milovancev, WealthManagement.com
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href="https://www.wealthmanagement.com/rpa-edge/back-office" target="_self"
Back to the Office?
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Laura LaForgia, Financial Advisor
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href="https://www.fa-mag.com/news/how-clients-can-prepare-for-and-avoid-the-dreaded-audit-67395.html" target="_self"
How Clients Can Prepare For - And Avoid - The Dreaded IRS Audit
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