CNBC: There are key differences between tax credits and deductions. What to know before filing your return
Judson Meinhart was quoted in CNBC’s recent article about differences in tax credits and deductions.
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CNBC: Here’s how much you can make and still pay 0% in capital gains taxes
Judson Meinhart was quoted in CNBC’s recent article about capital gains taxes.
CNBC: Here’s how rising inflation may affect your 2021 tax bill
Co-Director of Tax Services Larry Harris was quoted multiple times in CNBC’s article on how rising inflation may affect 2021 tax bills.
CNBC: Tax filers should expect delays as the IRS deals with limited staffing and last year’s backlog
Co-Director of Tax Services Larry Harris was quoted multiple times in CNBC’s article on potential upcoming tax delays due to IRS backlog and shortages.
CNBC: Want to give the gift of stocks this year? What to know
Judson Meinhart was quoted multiple times in CNBC’s article about gifting stock to loved ones this holiday season.
CNBC: Here are must-know changes for the 2021 tax season
Co-Director of Tax Services Larry Harris was quoted in CNBC’s recent article on important changes for the upcoming tax season.
CNBC: Are you prepared for tax impact of the $68 trillion great wealth transfer? Here are some options to reduce the bite
Parsec Co-Director of Tax Services Larry Harris was quoted in a recent article from CNBC on wealth transfer strategies:
CNBC: There’s a push to bring bitcoin to 401(k) plans. Why it could take awhile before you see these investments in yours.
Neal Nolan was quoted in CNBC’s story on the inclusion of bitcoin in 401(k) plans and why he advises against it.
CNBC Halftime Report Interview with Sarah DerGarabedian
Director of Investment Management Sarah DerGarabedian was invited back on CNBC’s Halftime Report to discuss our perspective on latest investment trends and philosophy amidst the pandemic. Watch the replay:
CNBC Halftime Report Interview with Sarah DerGarabedian
Director of Investment Management Sarah DerGarabedian was recently featured on CNBC’s Halftime Report where she discussed our investment strategy. Watch the replay:
