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NEWS  &  EVENTS
Hard to believe that the first quarter of 2021 has come to a close already. That means its tax time.  Due to Covid and natural disasters, the tax filing deadline for Federal has been moved to 5/17 for most of us.  Please contact your CPA to confirm your new date to file taxes. 
 
We have been getting a lot of questions the past few weeks about Crypto Currencies and Special Purpose Acquisition Companies (SPACs). Bitcoin prices have gone up considerably the past 6 months which has caught the eye of investors, and SPACs have been the preferred method for some companies to go public.  
 
On crypto currencies, we have added an article from Vanguard for you to check out.   Please click the link below.
 
SPACs are a publicly traded shell corporation listed on a stock exchange with the purpose of acquiring a private company, thus taking it public without going through the traditional initial public offering process.  We have a link to a five minute video that will explain SPACs in more depth below.
 
Your Waterfront Team
​
A Quick Guide to Cryptocurrency by Vanguard
File Size: 91 kb
File Type: pdf
Download File

A Better Life Through Better Planning
File Size: 501 kb
File Type: pdf
Download File

2021 Market Update
File Size: 442 kb
File Type: pdf
Download File

Brian Westbury--Elections Have Consequences
File Size: 214 kb
File Type: pdf
Download File

2021 Contributions Limits and Tax Guide
File Size: 623 kb
File Type: pdf
Download File

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6711 W 121st Street, Suite 200
​Overland Park, KS 66209
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​​(913) 951-5800  /  (855) 875-0100
​Fax:  (866) 901-9089
*Waterfront Wealth Inc. is currently registered as an investment adviser with the Securities and Exchange Commission.  State securities laws require that the firm be registered, or qualify for an exemption from registration, in order to provide investment advisory services to residents of a particular state.   Should you choose to contact the firm, any substantive communication between you and the firm will be conducted by a representative who is appropriately licensed, registered, or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. 
**All written content on this site is for information purposes only.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another party's informational accuracy or completeness.  
***Waterfront Wealth Inc. and its representatives do not provide tax or legal advice and nothing herein should be construed as such.  
​Always consult with your tax advisor or attorney regarding your specific circumstances.
  • Home
  • About Us
    • Advisors & Associates
    • Our Process
    • Contact Us
  • Services
  • Asset Management
    • Opportunistic Managed Strategies >
      • Opportunistic Strategy
      • Opportunistic Equity
    • Fund Strategies
    • Custom Strategies
  • News & Events
  • Access Online