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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Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.