Business
Business, 30.10.2019 00:31, plzzhelp7931

Sacha, a dentist, has significant investment assets. she holds corporate bonds, municipal bonds, stocks and mutual funds. sacha paid $1,500 to an investment adviser to conduct a portfolio review and to prepare a recommendation for rebalancing her portfolio. which of the following statements is correct regarding the tax treatment of the $1,500 fee? a) sacha can include the full fee as an investment-related expense in her miscellaneous itemized deductions. b) sacha can include the full fee as an investment-related expense in her "for agi" deductions. c) part of the $1,500 fee will be disallowed due to the holding of the municipal bonds. d) the $1,500 fee is not deductible.

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