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April 2024

Tax Scams

12 of the Dirtiest Tax Scams & Schemes from the IRS

Tas season might be over, but it’s always a good idea to be on the lookout for fraudulent tax schemes to avoid. The IRS releases its “Dirty Dozen” list each
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Concentrated Stock Position: Do You Have the CHOPS to Diversify Your Portfolio?

Are your investments overly concentrated in one stock position? Use your CHOPS to diversify your stock portfolio and avoid letting it build to an uncomfortably risky level again.
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