
Net Unrealized Appreciation (NUA)
The net unrealized appreciation (NUA) is the difference between what the you paid for shares of the stock and the ...
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An Update on the Economy
Gas prices and inflation have soared to record levels, markets have gyrated and we have seen all of this reflected ...
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Recession Concerns
Randy Carver offers some perspective on concerns of a recession. Predicting and timing a recession is nearly impossible and by ...
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Roth Conversions
Minimizing your long-term income tax liability with targeted Roth conversions. Kale Schulz from Carver Financial Services discusses reducing income tax ...
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How Business Owner’s Can Reduce Liability and Increase Profits
Randy Carver and Dan McGinnis from Carver Financial Services Inc. discuss how business owners can attract and retain great employees ...
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