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IntroductionMarket Abbreviations Stock Market Statistics Thinking about Your Financial Future Search for Advisors Financial Calculators Financial Media Federal Agencies and Programs

Investment PortfoliosModern Portfolio Theories Investment Strategy Practical Portfolio Management Info Diversification Ratings Activities Abroad Trading Markets

Investment Terminology and InstrumentsBasics Investment Terminology Trading Bonds Mutual Funds Exchange Traded Funds (ETF)Stocks Annuities

Technical Analysis and TradingAnalysis Basics Technical Indicators Trading Models Patterns Trading Options Trading Forex Trading Commodities Speculative Investments

Cryptocurrencies and BlockchainBlockchain Bitcoin Ethereum Litecoin Ripple Taxes and Regulation

RetirementSocial Security Benefits Long-Term Care Insurance General Retirement Info Health Insurance Medicare and Medicaid Life Insurance Wills and Trusts

Retirement Accounts401(k) and 403(b) Plans Individual Retirement Accounts (IRA)SEP and SIMPLE IRAs Keogh Plans Money Purchase/Profit Sharing Plans Self-Employed 401(k)s and 457s Pension Plan Rules Cash-Balance Plans Thrift Savings Plans and 529 Plans and ESA

Personal FinancePersonal Banking Personal Debt Home Related Tax Forms Small Business Income Investments IRS Rules and Publications Personal Life Mortgage

Corporate BasicsBasics Corporate Structure Corporate Fundamentals Corporate Debt Risks Economics Corporate Accounting Dividends Earnings

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What is an Account Executive?

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Keywords: sales, account manager, advertising, client relationships, repeat business,

What is an Accounting Period?

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Keywords: accounting, Generally Accepted Accounting Principles (GAAP), IFRS, quarterly review, IRS, business financial reports, fiscal year, 52-53 week year, 4-4-5 calendar, 13-week quarter,

What is a Home Office Expense?

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Keywords: deductions, tax deductible, self-employment tax, small businesses, self-employed, business taxes, home office, tax deductions, itemized deductions, self-employed individuals,

What is Chapter 10?

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Keywords: bankruptcy, credit rating, board member, small businesses, bankruptcy filings, Chapter 10,

What is IRS Publication 544 on Sales and Other Dispositions of Assets?

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Keywords: Fair Market Value (FMV), nontaxable exchange, like-kind exchanges, business interest, tax deductions, capital gains or ordinary gains,

What is a Form 2106: Employee Business Expense?

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Keywords: 2106-EZ, unreimbursed expenses, business deductions,

What is a Bank Statement?

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Keywords: accrual accounting, cash basis, bank account, bank reconciliation statement, accounting period, balance,

What is IRS Publication 463 on Travel, Entertainment, Gift, and Car Expenses?

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Keywords: unreimbursed expenses, business meal deductions, travel expenses,

What is an Earnings Recast?

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Keywords: privately-held companies, adjusted earnings, Cash Flow Statement, going public, business brokers,

Who is an Account Manager?

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Keywords: client retention, customer service, clientèle, client relationships, know-your-customer,

What is IRS Publication 334, Tax Guide for Small Business?

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Keywords: CPAs, Limited Liability Company (LLC), S-Corp, small businesses, tax credits, tax deductions, tax advisors,

What is asset management?

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Keywords: cash flows, Certified Financial Planner (CFP), CPAs, tax planning, banking institutions, interest rate swaps, estate planners, business planning,

What is Bad Credit?

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Keywords: bankruptcy, debt, loans, Equifax, credit cards, FICO score, free credit report,

What is a foreign institutional investor?

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Keywords: passive investing, international trade, Foreign Direct Investment (FDI), international business, Foreign Institutional Investor (FII), Foreign Portfolio Investment (FPI),

What is Retained Earnings?

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Keywords: balance sheet, accounting, shareholder's equity, retained earnings, capital improvements, retained surplus, retention ratio, payout ratio, plowback ratio,

What is a 10-k?

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Keywords: Securities and Exchange Commission (SEC), equity, annual reports, 10-K, 10-Q, due diligence, fiscal year,

What is Chapter 13?

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Keywords: mortgage payments, liquidation value, repayment plan, Chapter 7, Chapter 13, bankruptcy filings,

What are Accounting Methods?

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Keywords: Securities and Exchange Commission (SEC), taxes, accrual accounting, amortization, Generally Accepted Accounting Principles (GAAP), depreciation, American Institute of CPAs (AICPA), CPAs, cash basis,

What are Accounting Policies?

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Keywords: cycles, accounting methods, accounting conventions, accounting practices, business management, internal control systems, accounting cycle,

What is a market-on-close order?

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Keywords: investment managers, institutional investing, market orders, limit order, mutual fund, day trading, index funds, trade imbalance, reports,

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