Which investments can reduce your tax bill?

January 10, 2019 |Joshua Opheim

Taxes are inescapable, but your choice of investments and the accounts you put them in can have a huge impact on how much tax you pay.

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Why Diversification Is Important to Your Portfolio

January 10, 2019 |Joshua Opheim

Despite the wishes all your positions will soar, there will be periods when some of your holdings will lose money. When that occurs, you need other investments to offset the decline.

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Have high expectations on your financial advisor

January 03, 2019 |Joshua Opheim

Here are 5 essential things the Opheim Wealth Management Group provides for their clients

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What is the best structure for your business?

January 03, 2019 |Joshua Opheim

Make the right choice for yourself

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Incorporating your professional practice

January 03, 2019 |Joshua Opheim

Take advantage of enhanced tax and retirement benefits

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Do you intend to retire from your business?

January 02, 2019 |Joshua Opheim

Create an exit strategy for a smooth transition into a well-funded retirement

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What can you do to deal with the unexpected?

January 02, 2019 |Joshua Opheim

Prepare a plan to protect your business before adverse events occur

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Special tax rules for farmers and fishermen

January 02, 2019 |Joshua Opheim

Make the most of special tax deferrals and exemptions

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How will you reduce your risk?

January 02, 2019 |Joshua Opheim

Safeguard your personal and business assets from creditors

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What will you do once you’ve retired?

January 02, 2019 |Joshua Opheim

Develop a plan to ensure your retirement is as successful as your business

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