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Tag: Tax

Top 3 Must-Know Updates for Homeowners of Properties Valued at Over $5 Million

April 4, 2024

By Select Advisors

Owning a home brings unique considerations, especially for some properties valued over $5 million in California. It is important to stay informed about the latest changes in laws and regulations that may impact your financial decisions. In this article, we will delve into three updates for 2024 that could impact your property. First, let’s discuss … Continued

COVID-19: A Comprehensive Guide to Navigating the New Financial Planning Landscape

April 9, 2020

By Kristin Sun

April 9, 2020 The recent and significant volatility in the capital markets has caused a lot of trouble and worry, on many fronts; not to mention our collective personal health and safety concerns. Although equity markets are down significantly from their highs just a month ago, there are various personal financial planning strategies that could … Continued

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