Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.