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Educate yourself. It’s your money and your responsibility.

Ask Lionshare: Should I Choose a S Corp or LLC?

Welcome to the FAQ article. In these weekly blogs, I attempt to expand on a particular question I field throughout the week. This allows me to both dive deeper into the inquiry that I generally am unable to do in the constraints of a phone call and provide my audience with solutions and answers to...
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California Pension Crisis and Cracks in of the “California Rule”

The scrutiny for public pension funds has never been more intense than it is right now. Cities and counties across the U.S. are going broke trying to keep up with public pension debt. It’s the albatross around the necks of cities and counties. Unless we do something the system may not survive. The biggest system in the...
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Tax Relief Strategies After Natural Disasters

One week after the Thomas Fire exploded from a brush fire to a raging inferno, thousands of firefighters made some headway in their struggle to contain it. But it’s only one of six major wildfires torching the state, which have destroyed more than 1,000 structures. The blaze is larger than all of New York City...
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Financial Planning Considerations for Law Firm Partners (And soon to be)

Author’s Note – With the Senate recently passing its version of HR 1 by a 51-49 vote it will begin reconciliation with the House to finalize the most significant tax reform in 31 years. Though this tax bill will expire on December 31, 2025 and reset to current law due to a budget gimmick necessary...
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Serving our US Military Veterans and Active Duty Personnel

At Lionshare Partners, we salute our brave men and women in uniform. Thank you for putting your life on the line to protect our great country. We honor and cherish your sacrifices that keep us safe. In turn, we try to give back where we can and is one of the primary reasons we launched...
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Medicare Open Enrollment: Do you Have the Right Plan?

Medicare open enrollment is often overlooked by financial advisors who are scheduling meetings in the final quarter. The low hanging fruit items of reviewing investment portfolios to identify tax-loss (and sometimes tax-gain) harvesting opportunities, roth conversions, and maximizing contributions to retirement plans generally take priority. Medicare Open Enrollment begins October 15th and runs through December...
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