It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
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If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.