RE: Retirement

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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Not FDIC Insured		No Bank Guarantee		May Lose Value
Not a Bank Deposit		Not Insured by any Federal Government Agency