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What is IRS Notice 433 – Interest and Penalty Information?

IRS Link to Notice — Found Here Notice 433 describes penalties and the applicable interest rates for various years of non-payment when corporate taxes are not paid in a timely manner. This does not apply to individuals unless they are incorporated, and is not to be confused with Forms 433-A, -B, -D, or -F which are for individual purposes and concern applications for a Compromise Notice 746 updates the interest rates for more recent years. Continue reading...

What is Form 706: Estate Tax and Generation-Skipping Transfer Tax?

IRS Link to Form — Found Here The Form 706 is required not only if there is a tax implication for an estate, but also to claim exclusions. Each person has an exclusion of 5.49 Million as of 2017. For married couples, that goes double, such that heirs to an estate under $11 million probably will not owe any estate taxes. A surviving spouse should still report the inherited portion of the deceased spouse’s estate up to the exclusion amount, otherwise the exclusion will be lost. There are also lines for the lifetime gift exclusion amount and the generation skipping transfer tax. Continue reading...

What is Form 706 GS (D): Generation Skipping Transfer Tax Return for Distributions?

IRS Link to Form — Found Here Form 706 is the Estate Tax return, and it has a section concerning Generation-Skipping Transfers. 706 GS (D), specifically, is the form which 706: GS (D-1) is the corresponding form if the transfer is associated with a trust, which is filed by the trustee. The Generation-Skipping Tax attempts to prevent an estate from transferring too many assets directly to grandchildren instead of children for the purpose of shielding heirs from estate taxes. The form for reporting Generation Skipping Transfers is 706 GS (D), where 706 is the Estate Tax Return filing. Continue reading...

What are the top three stocks recommended for novice swing traders?

Unlock Swing Trading Success: Dive into Meta (META), Microsoft (MSFT), and Apple (AAPL)! 📈 Learn why these stocks are perfect for beginners. Meta's trendlines, Microsoft's steady pattern, and Apple's blend of tech & fundamentals await you. Start your journey with these picks! 💹 #SwingTrading Continue reading...

Top Stocks in the Tobacco Industry

The tobacco industry, long recognized for its traditional cigarette products, has been undergoing a significant transformation. This metamorphosis is marked by the industry's shift towards smoke-free items and e-vapor products, catering to a new generation of consumers while grappling with regulatory challenges and evolving public health perspectives. In this article, we delve into the financial aspects of some of the most notable companies within this sector, focusing on their market capitalization, recent performances, and future prospects. Continue reading...

What are the Risks Associated With Stocks?

Stocks are inherently risky, and an investor has risk of capital loss. As with most things in life, no risk yields no return. Theoretically, the greater the risk, the greater the potential return. A new company which has not established itself yet will have a decent chance of crashing and an investor can lose all invested capital. But — what if it takes off? Your potential gains in such a situation are potentially vast. There is a point when the rate of increased return per degree of risk begins to slow down. Continue reading...

Channel Stock Patterns: Achieving 69-88% Win Rate

Discover how AI revolutionizes trading with advanced pattern recognition and predictive analytics for channel patterns. Enhance your trading strategy with AI-driven insights into breakouts and market trends! Continue reading...

Is Investing in Property Tax Liens a Lucrative Opportunity?

One investment niche that often goes unnoticed amidst the glamour of stocks and traditional real estate is property tax liens. These legal claims against assets serve as an alternative investment avenue for those seeking above-average returns. In this article, we will delve into what property tax liens are, how to invest in them, and the potential disadvantages associated with this investment vehicle. Continue reading...

With its Stock PSEngine, Tickeron uses AI to unlock hidden market insights

Experience the power of AI in trading with Tickeron's Pattern Search Engine. Uncover hidden market insights, receive real-time alerts, and transform your investment strategy today Continue reading...

Week (July 8 - 12) in Review: Financial Leaders

The week of July 8 to July 12 saw dynamic market movements with cryptocurrencies experiencing substantial gains and inverse ETFs facing significant declines. Financial, real estate, and industrial sectors showed strong performances, while the communications sector lagged. This diverse market activity highlights the varying economic influences and investor sentiments driving current market behavior. Continue reading...

How did Uber evolve over time?

From a chilly Paris night's dilemma to global disruption, discover Uber's transformative journey. Dive deep into its genesis, challenges, and visionary endeavors. Witness how necessity spurred a ride-sharing revolution. 🚖🌍 #UberEvolution #InnovationJourney Continue reading...

What is a Federally Covered Advisor?

The Investment Advisers Supervision Coordination Act of 1996 sought to delegate the responsibility of monitoring investment advisors between the states and the federal government. It amended the Investment Advisors Act of 1940, which required all advisors to register with the SEC. The Dodd-Frank Act further amended the IAA, such that only advisors with assets under management exceeding $100 million had to register with the SEC. The IASC was part of the NSMIA legislation passed in 1996. Up until that point, all advisors were regulated and monitored by the SEC. Continue reading...

What Is Due Process?

In the world of law and governance, few concepts are as fundamental and essential as "due process." It's a phrase that often finds its way into discussions about individual rights, the rule of law, and the proper functioning of a just society. But what exactly is due process, and why is it so crucial? The roots of due process can be traced back to the 13th century, with the signing of the Magna Carta. This historic document marked a pivotal moment in history when King John of England was compelled to accept limitations on his power. Among these limitations was the commitment that "No free man shall be seized or imprisoned, or stripped of his rights or possessions, except by the lawful judgment of his equals or by the law of the land." Continue reading...

What Is a Credit Score?

A credit score serves as a numerical representation of an individual's creditworthiness. It is a three-digit number that ranges from 300 to 850, with higher scores indicating a more favorable credit profile. This crucial number plays a pivotal role in financial transactions, influencing lending decisions and interest rates. Let's delve into the key aspects of credit scores, their factors, and strategies to enhance them. Continue reading...