Does your portfolio have too many investment positions and seem complicated? Are you holding the right investments in your taxable accounts? How does new tax law affect your investments? Frequent rebalancing creates a tax liability – which account should you rebalance? Are you holding on to annuities only to avoid taxation? Then this is a must attend session for you! Erika Safran, CFP® discusses the difference between asset allocation and diversification, tax treatment of investments, and shar…

“Tax Tips for Freelancers” is Part 3 (of 3) of the Small Business Tax Workshops series at the Science, Industry & Business Library (SIBL). It is designed to inform you about various business structures and to help you determine which type of entity is most suitable for your emerging or existing business. The seminar will benefit established businesses, those getting started and individuals anticipating going into business. You are sure to gain important knowledge and your business will be…