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 refunds
Recent news which mentions Tax refunds
< Previous
1
2
3
4
5
6
7
Next >
Tax FAQ: Do you have to pay taxes on a side hustle? What if you miss the deadline? And more
April 12, 2023
Tickers
JOBS
Tags
Make It / Work
Apple Inc
Taxes
From
CNBC.com News
Here's what to do if you can't pay your taxes by April 18 — and how to avoid the 'biggest mistake,' tax pro warns
April 11, 2023
Tags
Income Tax
Wealth
Tax planning
From
CNBC.com News
Most Americans are using tax refunds to boost savings or pay off debt, CNBC survey finds
April 11, 2023
Tags
Tax refunds
Momentive Global Inc
Personal Finance
From
CNBC.com News
Are you tax-savvy? Take our quiz to find out
April 08, 2023
Tags
Financial planners
Government taxation and revenue
National taxes
From
CNBC.com News
Here's who qualifies for the home office deduction this year, tax pros say
April 04, 2023
Tags
Personal saving
Government taxation and revenue
Savings
From
CNBC.com News
4 red flags for an IRS tax audit — including what one tax pro calls a 'dead giveaway'
March 29, 2023
Tags
Tax planning
Wealth
Income Tax
From
CNBC.com News
If you can't make the tax deadline, here's how to file a federal extension for free. ‘All it does is help you,' says tax pro
March 28, 2023
Tags
Wealth
Tax planning
Income Tax
From
CNBC.com News
The IRS has issued nearly 54 million tax refunds. Here’s the average payment
March 27, 2023
Tags
Wealth
Tax planning
Income Tax
From
CNBC.com News
3 last-minute moves to lower your 2022 tax bill or boost your refund
March 24, 2023
Tags
Income Tax
Tax planning
Wealth
From
CNBC.com News
5 ways to file your taxes for free this season
March 07, 2023
Tags
Income Tax
Tax planning
Wealth
From
CNBC.com News
Here are 3 key things to know before filing your taxes
March 05, 2023
Tags
Wealth
Tax planning
Personal Finance
From
CNBC.com News
How to access your IRS transcripts for an accurate tax return — and faster refund
February 22, 2023
Tags
Government taxation and revenue
Personal saving
Tax Planning
From
CNBC.com News
Married filing jointly vs. separately: How to know when filing apart makes sense
February 21, 2023
Tags
Personal finance
Taxes
Smart Tax Planning
From
CNBC.com News
The IRS has issued nearly 8 million tax refunds. Here’s the average payment
February 14, 2023
Tags
Tax refunds
Personal Finance
Personal finance
From
CNBC.com News
IRS issues state rebate guidance for millions of taxpayers who were urged to delay filing
February 10, 2023
Tags
Wealth
Tax planning
Income Tax
From
CNBC.com News
When it makes sense to buy extra paper Series I bonds with your tax refund, according to experts
February 06, 2023
Tags
Wealth
Tax planning
Personal Finance
From
CNBC.com News
Don't risk an audit. Here are four reasons the IRS may flag your return
February 03, 2023
Tags
Tax Deductions
Tax Credits
Government taxation and revenue
From
CNBC.com News
Roughly 70% of taxpayers are eligible for IRS Free File, but only 2% used it in 2022
February 02, 2023
Tags
Tax Deductions
Tax Credits
Personal saving
From
CNBC.com News
Tax credits vs. tax deductions: How they differ, and what to know before you file
January 31, 2023
Tags
Finance
Personal Finance
Tax refunds
From
CNBC.com News
Here's who can claim the home office deduction on this year's taxes
January 31, 2023
Tags
Tax Planning
National taxes
Savings
From
CNBC.com News
To get your tax refund as quickly as possible, follow this rule of thumb, says CPA
January 31, 2023
Tags
Make It / Money
Tax refunds
Make It / Earn
From
CNBC.com News
How to figure out the best time to file your tax return: Don't 'race to the finish line,' say tax pros
January 30, 2023
Tags
Tax refunds
Personal Finance
Personal finance
From
CNBC.com News
Here are 5 things to know about filing a tax return this year
January 27, 2023
Tags
Income Tax
Tax planning
Finance
From
CNBC.com News
IRS warns tax refunds may be ‘somewhat lower.’ With high inflation, that’s a ‘double whammy’ for families, says advisor
January 26, 2023
Tags
Tax Deductions
Tax Credits
Financial planners
From
CNBC.com News
Tax season starts with boosted IRS workforce, new technology as agency begins to deploy $80 billion in funding
January 23, 2023
Tags
Tax Deductions
Tax Credits
Government taxation and revenue
From
CNBC.com News
Roth IRA conversion taxes may be trickier than you expect. Here's what to know before filing — or converting funds in 2023
January 22, 2023
Tags
Savings
Tax Planning
National taxes
From
CNBC.com News
Despite falling inflation, nearly one-third of Americans will rely on tax refunds, survey finds. Here's how to get your refund faster
January 13, 2023
Tags
Taxes
Personal finance
Personal Finance
From
CNBC.com News
Tax season opens for individual filers on Jan. 23, says IRS
January 12, 2023
Tags
Wealth
Tax planning
Personal Finance
From
CNBC.com News
After 'misery' for tax filers in 2022, IRS to start 2023 tax season stronger, taxpayer advocate says
January 12, 2023
Tags
Tax bill
National taxes
Tax Planning
From
CNBC.com News
House Republicans vote to strip IRS funding, following pledge to repeal nearly $80 billion approved by Congress
January 10, 2023
Tags
Personal finance
Taxes
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.