w - 2
sole
propriator
s-corp
c-corp
llc
financial
plan
Risk
Tolerance
portfolio
allocation
taxable
tax
deferred
tax
exempt
Equities
/Stocks
fixed income
/Bonds
real
estate
alternatives
investment
location
long-term
holding
tax loss
harvesting
wash sale
avoidence
share lot
matching
1035
exchanges
Employee stock
/alternative compensation
estate
planning
succession
planning
life insurance
/ltc
gifting
strategies
charitable
giving
