Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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A timeline covering a few of the major provisions of the SECURE Act 2.0.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.