Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Sample Portfolio
Sample Portfolio Analysis
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about Tax Deductions
Recent news which mentions Tax Deductions
< Previous
1
2
3
4
5
6
7
Next >
As student loan bills become a normal part of life again, tax break will be available to many
January 07, 2025
Tags
Breaking News: Politics
Tax Deductions
Personal Finance
From
CNBC.com News
Are you facing a Dec. 31 use-it-or-lose-it deadline with your flexible spending account? Here’s what to know
December 16, 2024
Tags
Health Care Supplies
Flexible spending accounts
Personal Finance
From
CNBC.com News
Some hurricane victims can get a tax break for losses — Here's what you need to know
October 15, 2024
Tags
Government taxation and revenue
Personal saving
National taxes
From
CNBC.com News
Here's who would benefit from Trump's proposed tax break on car loan interest
October 14, 2024
Tags
Politics
Government taxation and revenue
Policy
From
CNBC.com News
Trump to propose new tax break on car loan interest
October 10, 2024
Tags
Politics
Government taxation and revenue
Breaking News: Politics
From
CNBC.com News
Biden vs. Trump: Here's what the next president means for your taxes
June 08, 2024
Tags
Tax Deductions
Tax bill
Investment strategy
From
CNBC.com News
Here's why the minimum wage and some tax breaks don't budge despite inflation
May 31, 2024
Tags
Taxes
Personal finance
Tax Deductions
From
CNBC.com News
You could score a tax break for hiring your own kids this summer — if you follow the rules
May 27, 2024
Tags
Investment strategy
Personnel
Tax Deductions
From
CNBC.com News
There's still time to make a last minute 2023 IRA contribution and possibly claim a tax break. Here's who qualifies
April 04, 2024
Tags
Financial planners
Investment strategy
Tax Deductions
From
CNBC.com News
There's still time to reduce your tax bill or boost your refund before the deadline — here's how
March 29, 2024
Tags
Personal taxes
Individual retirement accounts
Breaking News: Investing
From
CNBC.com News
This IRS issue is 'the biggest, most consistent problem' for taxpayers, expert says
February 27, 2024
Tags
Tax Deductions
Government taxation and revenue
Personal saving
From
CNBC.com News
House lawmakers weigh relief for state and local tax deduction 'marriage penalty'
February 14, 2024
Tags
National taxes
Tax Planning
Savings
From
CNBC.com News
4 red flags for an IRS tax audit — and how to avoid the 'audit lottery,' according to tax pros
February 13, 2024
Tags
National taxes
Tax Planning
Savings
From
CNBC.com News
The average tax refund is almost 29% lower this tax season, IRS reports
February 12, 2024
Tags
Government taxation and revenue
Personal saving
Tax Planning
From
CNBC.com News
To get the $7,500 electric vehicle tax credit, you may no longer have to wait until tax season
February 09, 2024
Tags
Tax Planning
Government taxation and revenue
Autos
From
CNBC.com News
Here's who qualifies for the home office deduction on this year's taxes
February 08, 2024
Tags
Tax Deductions
Tax bill
Tax Credits
From
CNBC.com News
Nearly 1 in 5 eligible taxpayers don't claim this 'valuable credit,' IRS says
February 02, 2024
Tags
Smart Tax Planning
Taxes
Personal finance
From
CNBC.com News
House passes child tax credit expansion — which could benefit millions of families, experts say
February 01, 2024
Tags
Tax planning
Wealth
Tax refunds
From
CNBC.com News
Child tax credit could change — but 'don't wait on Congress' to file your taxes, IRS commissioner says
January 30, 2024
Tags
Tax bill
Tax Deductions
Tax Credits
From
CNBC.com News
IRS set to launch its free tax filing pilot program for some taxpayers. Here's what to expect
January 26, 2024
Tags
Personal Finance
Personal taxes
Tax refunds
From
CNBC.com News
There’s a shortage of accountants in the U.S. Here's what to do if you can’t find one for tax season
January 25, 2024
Tags
Tax Planning
Government taxation and revenue
Tax Credits
From
CNBC.com News
3 tax moves to optimize your charitable donations for 2024, according to top-ranked advisors
December 25, 2023
Tags
Government taxation and revenue
Tax planning
Tax Planning
From
CNBC.com News
4 ways to maximize your tax break for charitable donations on Giving Tuesday, according to experts
November 28, 2023
Tags
Tax Deductions
Financial planners
Personal saving
From
CNBC.com News
Donating a used car may serve as a charitable gift this holiday season — but it's unlikely to benefit your taxes
November 14, 2023
Tags
Personal finance
Tax Credits
Autos
From
CNBC.com News
Millionaires see market volatility, inflation among biggest threats to wealth, CNBC survey finds
June 07, 2023
Tags
Tax Deductions
Financial planners
Tax Credits
From
CNBC.com News
Here are tax-savvy ways to donate money, according to a charitable giving expert
June 07, 2023
Tags
Tax planning
Individual giving
Wealth
From
CNBC.com News
Marijuana Decriminalization On Hold In Texas, Marijuana And Guns Saga Continues & More Pot Regulations
May 30, 2023
Tags
NORML
marijuana legalization
cannabis regulatory update
From
Benzinga
The free online tax-filing system IRS is testing doesn't include automated returns — but pre-populated ones may be possible, research shows
May 18, 2023
Tags
Tax Credits
Tax Deductions
Tax Planning
From
CNBC.com News
IRS to offer free online direct filing system for some taxpayers in 2024
May 17, 2023
Tags
National taxes
Tax Planning
Savings
From
CNBC.com News
Black taxpayers more likely to face audits, IRS confirms
May 16, 2023
Tags
Wealth
Personal Finance
Personal finance
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.