
How To Use Muni Bonds For Tax-Loss Harvesting
Tax-loss harvesting in municipal bond portfolios can allow investors to offset tax liabilities stemming from capital gains in other...
Continue ReadingTax-loss harvesting in municipal bond portfolios can allow investors to offset tax liabilities stemming from capital gains in other...
Continue ReadingAdvisor, William Velekei discusses the importance of a succession plan within your professional team.
Continue ReadingJanuary 25, 2019 • Melinda Rizzo As tax season cranks up, nonprofits across the region are assessing the impact...
Continue ReadingDec 31, 2018 • William Velekei The new year is here, and at this time we often reflect on...
Continue ReadingOctober 22 2018 • Brad Griswold I have been eating McDonald’s cheeseburgers since I was four years old. I...
Continue ReadingMay 11, 2018 • Michael Thrasher More than a third of assets managed by Corbenic Partners comes from owners...
Continue ReadingOctober 1, 2017 We are pleased to announce William Velekei CPA, CFP®, received the 2017 Pennsylvania Institute of Certified...
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