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Financial Planning - Corporates and Individuals

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  • A financial planning expert get paid personally. She then deposited the money into her personal account, after it she moved the money to her LLC which is being taxed as an S corporation.......won't he get double taxed?  Is there any way to deposit the money directly into his company?
  • In case my investement is taking longer time to return the money invested, Can I sue corporate financial planning expert for monies back from that investment. It was a legitimate investment.
  • I am employed by a financial planning firm which has employed 20 employees, my employer asked me to fill the details of the investment that a client is interested into. The client provided the wrong details due to which the portfolio made got messed up, now my employer is blaming me for this act and asking me to reimburse the company for the lossess suffered by the clien. I am not guilty in the present case, please advice what shall i do.
  • My husband is a corporate financial planning expert and I am a banker, we have 5 rental properties 1 furnished and 4 unfurnished. I just completed the tax return form but i wonder if there is any allownce that i could use to reduce the total tax liability. I know that i can claim only 10% for wear and tear allowance. I believe we can claim for mileage traveling to and from the properties. Is there anything else?
  • "Question for financial planning expert:- The total money and investment that a person saves during his or her lifetime, what is the most appropriate ratio of taxable assets to tax-deferred assets(IRA, 401K, ETC.) which a person must maintain as a function of age and retirement age ? I want to find a formula that would give me a good answer here !!"

 

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